Murphy Pohlad Asset Management LLC activity
Every position Murphy Pohlad opened, added to, trimmed or closed between 2026 Q2 and 2026 Q3.
New
11
Add
29
Reduce
83
Exit
6
129 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| ACN | New | 0% to 0.69% | $2M | Q2→Q3 |
| CRM | New | 0% to 0.49% | $1.4M | Q2→Q3 |
| BSX | New | 0% to 0.38% | $1.1M | Q2→Q3 |
| KHC | New | 0% to 0.36% | $1M | Q2→Q3 |
| ADSK | New | 0% to 0.35% | $1M | Q2→Q3 |
| IVV | New | 0% to 0.13% | $385K | Q2→Q3 |
| QQQ | New | 0% to 0.10% | $284K | Q2→Q3 |
| IWB | New | 0% to 0.09% | $250K | Q2→Q3 |
| XLK | New | 0% to 0.07% | $208K | Q2→Q3 |
| VOO | New | 0% to 0.07% | $203K | Q2→Q3 |
| BZFD | New | 0% to 0.03% | $79K | Q2→Q3 |
| XOM | Exit | 0.20% to 0% | $588K | Q2→Q3 |
| LRCX | Exit | 0.08% to 0% | $230K | Q2→Q3 |
| VYM | Exit | 0.07% to 0% | $215K | Q2→Q3 |
| LEE | Exit | 0.03% to 0% | $92K | Q2→Q3 |
| ARQ | Exit | 0.01% to 0% | $26K | Q2→Q3 |
| NPDEUR | Exit | 0.01% to 0% | $39K | Q2→Q3 |
| BAX | Add | 0.45% to 0.77% | +53.8% sh | Q2→Q3 |
| MDT | Add | 1.8% to 2.0% | +3.2% sh | Q2→Q3 |
| FISV | Add | 0.56% to 0.78% | +50.8% sh | Q2→Q3 |
| ADBE | Add | 0.18% to 0.36% | +69.8% sh | Q2→Q3 |
| EMR | Add | 1.8% to 1.9% | +0.5% sh | Q2→Q3 |
| TMO | Add | 0.41% to 0.56% | +1.5% sh | Q2→Q3 |
| VSNT | Add | 1.1% to 1.0% | +1.1% sh | Q2→Q3 |
| CNQ | Add | 0.48% to 0.58% | +2.0% sh | Q2→Q3 |
| PFE | Add | 0.44% to 0.54% | +3.2% sh | Q2→Q3 |
| UNH | Add | 0.76% to 0.68% | +0.5% sh | Q2→Q3 |
| EXE | Add | 0.72% to 0.78% | +16.8% sh | Q2→Q3 |
| VZ | Add | 0.16% to 0.21% | +19.7% sh | Q2→Q3 |
| AVLV | Add | 0.10% to 0.14% | +37.7% sh | Q2→Q3 |
| RGLD | Add | 0.12% to 0.15% | +6.7% sh | Q2→Q3 |
| VIGI | Add | 0.13% to 0.16% | +21.7% sh | Q2→Q3 |
| VEU | Add | 0.21% to 0.24% | +15.4% sh | Q2→Q3 |
| VTV | Add | 0.44% to 0.47% | +8.0% sh | Q2→Q3 |
| GOOGL | Add | 0.30% to 0.31% | +10.5% sh | Q2→Q3 |
| BAC | Add | 0.46% to 0.44% | +0.2% sh | Q2→Q3 |
| EOG | Add | 0.07% to 0.08% | +4.8% sh | Q2→Q3 |
| LKQ | Add | 0.09% to 0.10% | +32.7% sh | Q2→Q3 |
| SPG | Add | 0.11% to 0.11% | +3.2% sh | Q2→Q3 |
| THO | Add | 0.18% to 0.17% | +2.5% sh | Q2→Q3 |
| VOE | Add | 0.20% to 0.21% | +4.6% sh | Q2→Q3 |
| VUG | Add | 0.22% to 0.23% | +0.1% sh | Q2→Q3 |
| WFC | Add | 0.37% to 0.36% | +1.3% sh | Q2→Q3 |
| PFG | Add | 0.08% to 0.08% | +0.6% sh | Q2→Q3 |
| USB | Add | 0.07% to 0.07% | 0.0% sh | Q2→Q3 |
| VBR | Add | 0.09% to 0.09% | +6.8% sh | Q2→Q3 |
| INTC | Reduce | 3.4% to 2.6% | −11.5% sh | Q2→Q3 |
| CSCO | Reduce | 2.4% to 1.8% | −15.9% sh | Q2→Q3 |
| AMRZ | Reduce | 1.1% to 0.59% | −25.4% sh | Q2→Q3 |
| CMI | Reduce | 1.7% to 1.2% | −2.9% sh | Q2→Q3 |
| MSFT | Reduce | 1.5% to 1.9% | −2.6% sh | Q2→Q3 |
| AEM | Reduce | 2.5% to 2.9% | −1.1% sh | Q2→Q3 |
| COP | Reduce | 2.5% to 2.8% | −4.0% sh | Q2→Q3 |
| KIM | Reduce | 1.5% to 1.2% | −13.5% sh | Q2→Q3 |
| CCJ | Reduce | 2.0% to 1.7% | −2.7% sh | Q2→Q3 |
| NKE | Reduce | 0.68% to 0.34% | −41.3% sh | Q2→Q3 |
| APA | Reduce | 1.6% to 1.9% | −5.4% sh | Q2→Q3 |
| CVX | Reduce | 1.5% to 1.8% | −0.8% sh | Q2→Q3 |
| UPS | Reduce | 1.7% to 1.4% | −3.4% sh | Q2→Q3 |
| VFC | Reduce | 1.6% to 1.3% | −1.6% sh | Q2→Q3 |
| IQV | Reduce | 0.74% to 1.0% | −1.3% sh | Q2→Q3 |
| MAC | Reduce | 1.1% to 0.88% | −12.3% sh | Q2→Q3 |
| C | Reduce | 1.7% to 1.5% | −6.1% sh | Q2→Q3 |
| TGT | Reduce | 1.2% to 1.5% | −0.9% sh | Q2→Q3 |
| AAPL | Reduce | 1.6% to 1.8% | −1.5% sh | Q2→Q3 |
| CTVA | Reduce | 2.2% to 2.0% | −0.5% sh | Q2→Q3 |
| EL | Reduce | 1.0% to 1.2% | −0.9% sh | Q2→Q3 |
| REGN | Reduce | 0.76% to 0.92% | −0.6% sh | Q2→Q3 |
| CL | Reduce | 0.62% to 0.46% | −19.2% sh | Q2→Q3 |
| MAA | Reduce | 0.35% to 0.20% | −31.8% sh | Q2→Q3 |
| NTR | Reduce | 1.4% to 1.5% | −0.1% sh | Q2→Q3 |
| DVN | Reduce | 1.7% to 1.8% | −2.5% sh | Q2→Q3 |
| GIS | Reduce | 0.22% to 0.08% | −60.4% sh | Q2→Q3 |
| TJX | Reduce | 0.37% to 0.23% | −28.6% sh | Q2→Q3 |
| GOOG | Reduce | 1.8% to 1.7% | −3.5% sh | Q2→Q3 |
| MRNA | Reduce | 0.09% to 0.22% | −13.1% sh | Q2→Q3 |
| NSC | Reduce | 1.1% to 1.0% | −9.0% sh | Q2→Q3 |
| ALV | Reduce | 1.7% to 1.5% | −3.2% sh | Q2→Q3 |
| BRK.B | Reduce | 2.9% to 2.7% | −3.3% sh | Q2→Q3 |
| CMCSA | Reduce | 0.53% to 0.42% | −11.0% sh | Q2→Q3 |
| GD | Reduce | 1.6% to 1.5% | −0.5% sh | Q2→Q3 |
| LAMR | Reduce | 0.25% to 0.14% | −40.6% sh | Q2→Q3 |
| LOW | Reduce | 0.60% to 0.49% | −1.3% sh | Q2→Q3 |
| AMAT | Reduce | 0.30% to 0.19% | −8.5% sh | Q2→Q3 |
| TRV | Reduce | 3.7% to 3.8% | −4.8% sh | Q2→Q3 |
| PEP | Reduce | 1.1% to 1.0% | −1.4% sh | Q2→Q3 |
| UNP | Reduce | 2.0% to 1.9% | −4.3% sh | Q2→Q3 |
| KMB | Reduce | 0.46% to 0.38% | −7.3% sh | Q2→Q3 |
| WTW | Reduce | 0.98% to 1.1% | −1.5% sh | Q2→Q3 |
| CNX | Reduce | 0.58% to 0.51% | −3.5% sh | Q2→Q3 |
| HD | Reduce | 0.28% to 0.21% | −8.7% sh | Q2→Q3 |
| LPTH | Reduce | 0.14% to 0.07% | −23.3% sh | Q2→Q3 |
| MRK | Reduce | 0.76% to 0.83% | −3.0% sh | Q2→Q3 |
| MOS | Reduce | 0.45% to 0.38% | −17.7% sh | Q2→Q3 |
| SLB | Reduce | 2.1% to 2.1% | −1.3% sh | Q2→Q3 |
| AGI | Reduce | 1.6% to 1.7% | −2.6% sh | Q2→Q3 |
| CAH | Reduce | 0.92% to 0.86% | −0.1% sh | Q2→Q3 |
| FLS | Reduce | 1.6% to 1.6% | −2.1% sh | Q2→Q3 |
| RYN | Reduce | 0.32% to 0.26% | −6.2% sh | Q2→Q3 |
| AIG | Reduce | 1.4% to 1.3% | −3.3% sh | Q2→Q3 |
| ITW | Reduce | 0.74% to 0.69% | −1.1% sh | Q2→Q3 |
| OSUR | Reduce | 0.17% to 0.12% | −19.4% sh | Q2→Q3 |
| WMT | Reduce | 0.55% to 0.50% | −0.3% sh | Q2→Q3 |
| TT | Reduce | 0.17% to 0.12% | −22.6% sh | Q2→Q3 |
| BK | Reduce | 1.9% to 1.8% | −1.9% sh | Q2→Q3 |
| DIS | Reduce | 0.51% to 0.55% | −0.7% sh | Q2→Q3 |
| JPM | Reduce | 0.29% to 0.24% | −15.2% sh | Q2→Q3 |
| AHRT | Reduce | 0.08% to 0.05% | −29.7% sh | Q2→Q3 |
| CLF | Reduce | 0.45% to 0.48% | −8.0% sh | Q2→Q3 |
| COLM | Reduce | 0.24% to 0.21% | −6.3% sh | Q2→Q3 |
| COST | Reduce | 0.11% to 0.08% | −24.5% sh | Q2→Q3 |
| ABT | Reduce | 0.48% to 0.46% | −12.1% sh | Q2→Q3 |
| ABBV | Reduce | 0.31% to 0.30% | −8.6% sh | Q2→Q3 |
| WRB | Reduce | 0.26% to 0.24% | −1.9% sh | Q2→Q3 |
| IFF | Reduce | 0.52% to 0.54% | −1.3% sh | Q2→Q3 |
| KOPN | Reduce | 0.12% to 0.09% | −22.2% sh | Q2→Q3 |
| PG | Reduce | 1.6% to 1.6% | −0.2% sh | Q2→Q3 |
| CF | Reduce | 0.38% to 0.39% | −3.0% sh | Q2→Q3 |
| IAUX | Reduce | 0.09% to 0.07% | −26.8% sh | Q2→Q3 |
| JNJ | Reduce | 1.2% to 1.2% | −3.2% sh | Q2→Q3 |
| LMT | Reduce | 0.18% to 0.17% | −5.8% sh | Q2→Q3 |
| PSX | Reduce | 0.10% to 0.11% | −25.5% sh | Q2→Q3 |
| TSM | Reduce | 0.10% to 0.09% | −2.6% sh | Q2→Q3 |
| VIG | Reduce | 0.13% to 0.12% | −4.8% sh | Q2→Q3 |
| KO | Reduce | 0.39% to 0.39% | −4.9% sh | Q2→Q3 |
| IGT | Reduce | 0.74% to 0.75% | −0.5% sh | Q2→Q3 |
| MDLZ | Reduce | 0.47% to 0.46% | −0.6% sh | Q2→Q3 |
| RRC | Reduce | 0.12% to 0.12% | −1.5% sh | Q2→Q3 |
| RIG | Reduce | 0.13% to 0.13% | −4.1% sh | Q2→Q3 |