Follow-The-Filings

Manager activity

Murphy Pohlad Asset Management LLC

Murphy Pohlad

2026 Q2 vs 2026 Q1 · filed 21 Jul · all filings · sitewide activity

New 11
Add 19
Reduce 62
Exit 10

102 shown

ticker action Δ weight detail period
NKE New +0.68% opened 0.68% Q1→Q2
IFF New +0.52% opened 0.52% Q1→Q2
ADP New +0.36% opened 0.36% Q1→Q2
RYN New +0.32% opened 0.32% Q1→Q2
ADBE New +0.18% opened 0.18% Q1→Q2
AVLV New +0.10% opened 0.10% Q1→Q2
MRNA New +0.09% opened 0.09% Q1→Q2
PFG New +0.08% opened 0.08% Q1→Q2
USB New +0.07% opened 0.07% Q1→Q2
VYM New +0.07% opened 0.07% Q1→Q2
NPDEUR New +0.01% opened 0.01% Q1→Q2
NVDA Exit −0.26% was 0.26% Q1→Q2
AVGO Exit −0.11% was 0.11% Q1→Q2
GLW Exit −0.11% was 0.11% Q1→Q2
BND Exit −0.11% was 0.11% Q1→Q2
SII Exit −0.09% was 0.09% Q1→Q2
CELC Exit −0.08% was 0.08% Q1→Q2
DEO Exit −0.08% was 0.08% Q1→Q2
TDW Exit −0.08% was 0.08% Q1→Q2
VEA Exit −0.08% was 0.08% Q1→Q2
CNH Exit −0.07% was 0.07% Q1→Q2
AGI Add −0.77% +1.9% sh Q1→Q2
APA Add −0.54% +0.2% sh Q1→Q2
DVN Add −0.41% +0.9% sh Q1→Q2
IGT Add +0.41% +170.4% sh Q1→Q2
ABT Add +0.37% +398.6% sh Q1→Q2
SLB Add −0.27% +0.8% sh Q1→Q2
NTR Add −0.25% +3.8% sh Q1→Q2
MOS Add +0.19% +112.8% sh Q1→Q2
PEP Add −0.19% +0.9% sh Q1→Q2
IQV Add +0.14% +13.0% sh Q1→Q2
BAX Add +0.13% +12.5% sh Q1→Q2
CNQ Add −0.11% +3.9% sh Q1→Q2
TGT Add +0.06% 0.0% sh Q1→Q2
VSNT Add −0.06% +0.1% sh Q1→Q2
AMRZ Add −0.06% +2.5% sh Q1→Q2
AHRT Add +0.04% +57.9% sh Q1→Q2
VUG Add +0.02% +478.0% sh Q1→Q2
RGLD Add −0.01% +21.7% sh Q1→Q2
VIGI Add +0.01% +4.8% sh Q1→Q2
INTC Reduce +1.32% −46.4% sh Q1→Q2
AEM Reduce −0.86% −0.2% sh Q1→Q2
COP Reduce −0.78% −0.8% sh Q1→Q2
CSCO Reduce +0.62% −7.9% sh Q1→Q2
CMCSA Reduce −0.35% −27.9% sh Q1→Q2
TRV Reduce +0.32% −0.3% sh Q1→Q2
MDT Reduce −0.31% −3.2% sh Q1→Q2
CMI Reduce +0.29% −6.5% sh Q1→Q2
BK Reduce +0.26% −1.5% sh Q1→Q2
MAC Reduce +0.25% −0.6% sh Q1→Q2
GOOG Reduce +0.24% −3.3% sh Q1→Q2
C Reduce +0.24% −2.7% sh Q1→Q2
CCJ Reduce −0.22% −1.0% sh Q1→Q2
EXE Reduce −0.20% −2.9% sh Q1→Q2
NICE Reduce −0.17% −43.9% sh Q1→Q2
UNP Reduce +0.16% −0.2% sh Q1→Q2
AAPL Reduce +0.14% −0.6% sh Q1→Q2
PFE Reduce −0.14% −9.6% sh Q1→Q2
WTW Reduce −0.14% −0.3% sh Q1→Q2
AMAT Reduce +0.13% −14.6% sh Q1→Q2
FISV Reduce −0.13% −5.0% sh Q1→Q2
PNC Reduce +0.13% −0.3% sh Q1→Q2
THO Reduce −0.13% −36.5% sh Q1→Q2
ALV Reduce +0.11% −0.2% sh Q1→Q2
FHI Reduce −0.09% −1.1% sh Q1→Q2
UPS Reduce +0.09% −0.4% sh Q1→Q2
VEU Reduce −0.09% −35.8% sh Q1→Q2
VFC Reduce −0.08% −0.3% sh Q1→Q2
WMT Reduce −0.08% −1.1% sh Q1→Q2
GIS Reduce −0.07% −14.7% sh Q1→Q2
LRCX Reduce −0.07% −73.1% sh Q1→Q2
AIG Reduce −0.06% −0.2% sh Q1→Q2
KMB Reduce −0.06% −20.0% sh Q1→Q2
BAC Reduce +0.05% −0.6% sh Q1→Q2
BRK.B Reduce −0.05% −3.0% sh Q1→Q2
RIG Reduce −0.05% −2.6% sh Q1→Q2
CAH Reduce +0.04% −4.6% sh Q1→Q2
CTVA Reduce −0.04% −0.3% sh Q1→Q2
DIS Reduce −0.04% −5.2% sh Q1→Q2
FLS Reduce −0.04% −0.3% sh Q1→Q2
MSFT Reduce −0.04% −0.5% sh Q1→Q2
OSUR Reduce +0.04% −8.3% sh Q1→Q2
TMO Reduce −0.04% −7.8% sh Q1→Q2
VZ Reduce −0.04% −3.8% sh Q1→Q2
ABBV Reduce +0.03% −1.1% sh Q1→Q2
GOOGL Reduce −0.03% −23.7% sh Q1→Q2
RRC Reduce −0.03% −1.4% sh Q1→Q2
VBR Reduce −0.03% −32.8% sh Q1→Q2
TT Reduce −0.03% −26.5% sh Q1→Q2
IAUX Reduce −0.02% −11.8% sh Q1→Q2
LKQ Reduce −0.02% −4.8% sh Q1→Q2
TSM Reduce +0.02% −4.5% sh Q1→Q2
VTV Reduce +0.02% −3.6% sh Q1→Q2
CLF Reduce +0.01% −4.6% sh Q1→Q2
EOG Reduce −0.01% −3.1% sh Q1→Q2
KOPN Reduce +0.01% −44.8% sh Q1→Q2
LPTH Reduce +0.01% −31.8% sh Q1→Q2
ARQ Reduce 0.00% −13.8% sh Q1→Q2
LEE Reduce 0.00% −9.6% sh Q1→Q2
VIG Reduce 0.00% −5.6% sh Q1→Q2
VOE Reduce 0.00% −6.0% sh Q1→Q2
WFC Reduce 0.00% −0.9% sh Q1→Q2