Follow-The-Filings

Featured 13F manager

Murphy Pohlad Asset Management LLC Murphy Pohlad

Eden Prairie, MN 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $287M
  • 135 Positions
  • 2026 Q2
  • +2.9% QoQ
  • Top 5 14.8%

Murphy Pohlad files Murphy Pohlad Asset Management LLC as a Form 13F. The latest book is 2026 Q2 at $287M, up 2.9% QoQ, led by Travelers Companies, Intel, and Berkshire Hathaway.

Portfolio

2026 Q2 · filed 7/21/2026 · 135 long · top 12 shown

top 5 14.8% · top 10 25.5%

AUM over time

2026 Q2 $287M +2.9% QoQ
2021 Q3 · $245M 2021 Q3 · $245M
Q3 2021
2021 Q4 · $254M · +3.7% QoQ 2021 Q4 · $254M · +3.7% QoQ
Q4
2022 Q1 · $248M · −2.4% QoQ 2022 Q1 · $248M · −2.4% QoQ
Q1 2022
2022 Q2 · $228M · −8.1% QoQ 2022 Q2 · $228M · −8.1% QoQ
Q2
2022 Q3 · $216M · −5.3% QoQ 2022 Q3 · $216M · −5.3% QoQ
Q3
2022 Q4 · $244M · +13.0% QoQ 2022 Q4 · $244M · +13.0% QoQ
Q4
2023 Q1 · $241M · −1.2% QoQ 2023 Q1 · $241M · −1.2% QoQ
Q1 2023
2023 Q2 · $232M · −3.7% QoQ 2023 Q2 · $232M · −3.7% QoQ
Q2
2023 Q3 · $228M · −1.7% QoQ 2023 Q3 · $228M · −1.7% QoQ
Q3
2023 Q4 · $242M · +6.1% QoQ 2023 Q4 · $242M · +6.1% QoQ
Q4
2024 Q1 · $255M · +5.4% QoQ 2024 Q1 · $255M · +5.4% QoQ
Q1 2024
2024 Q2 · $232M · −9.0% QoQ 2024 Q2 · $232M · −9.0% QoQ
Q2
2024 Q3 · $241M · +3.9% QoQ 2024 Q3 · $241M · +3.9% QoQ
Q3
2024 Q4 · $232M · −3.7% QoQ 2024 Q4 · $232M · −3.7% QoQ
Q4
2025 Q1 · $236M · +1.7% QoQ 2025 Q1 · $236M · +1.7% QoQ
Q1 2025
2025 Q2 · $236M · 0.0% QoQ 2025 Q2 · $236M · 0.0% QoQ
Q2
2025 Q3 · $255M · +8.1% QoQ 2025 Q3 · $255M · +8.1% QoQ
Q3
2025 Q4 · $260M · +2.0% QoQ 2025 Q4 · $260M · +2.0% QoQ
Q4
2026 Q1 · $279M · +7.3% QoQ 2026 Q1 · $279M · +7.3% QoQ
Q1 2026
2026 Q2 · $287M · +2.9% QoQ 2026 Q2 · $287M · +2.9% QoQ
Q2

Book

2021 Q3 · filed 9 Nov · long equity

TGT - Target 3.73% Hold 39,890 $228.75 $9M
AAPL - Apple 3.68% Hold 63,606 $141.50 $9M
MSFT - Microsoft 3.19% Hold 27,658 $281.91 $8M
MDT - Medtronic 3.12% Hold 60,912 $125.34 $8M
BRK.B - Berkshire Hathaway · CL B 3.12% Hold 27,968 $272.92 $8M
INTC - Intel 2.48% Hold 113,875 $53.28 $6M
FHI - Federated Hermes · CL B 2.37% Hold 178,686 $32.50 $6M
CMCSA - Comcast · CL A 2.36% Hold 103,306 $55.92 $6M
PG - Procter And Gamble 2.33% Hold 40,796 $139.79 $6M
TRV - Travelers Companies 2.24% Hold 36,127 $151.99 $5M
EMR - Emerson Elec 2.22% Hold 57,800 $94.19 $5M
COP - Conocophillips 2.15% Hold 77,571 $67.76 $5M
ABBNY - ABB 2.05% Hold 150,790 $33.36 $5M
VZ - Verizon Communications 1.91% Hold 86,362 $54.01 $5M
TECH - Bio-Techne 1.89% Hold 9,565 $484.47 $5M
CTVA - Corteva 1.83% Hold 106,251 $42.08 $4M
PFE - Pfizer 1.81% Hold 103,279 $43.01 $4M
ALV - Autoliv 1.78% Hold 50,870 $85.71 $4M
BK - Bank New York Mellon 1.75% Hold 82,611 $51.83 $4M
BAC - Bank of America 1.74% Hold 100,584 $42.44 $4M
UPS - United Parcel Service · CL B 1.68% Hold 22,641 $182.06 $4M
PNC - Pnc Finl Svcs Group 1.64% Hold 20,520 $195.61 $4M
GOOG - Alphabet · CL C 1.64% Hold 1,506 $2,665 $4M
CVX - Chevron 1.61% Hold 38,787 $101.43 $4M
AIG - American Intl Group 1.59% Hold 70,935 $54.88 $4M
UNH - Unitedhealth Group 1.58% Hold 9,898 $390.68 $4M
DVN - Devon Energy 1.54% Hold 106,340 $35.51 $4M
C - Citigroup 1.53% Hold 53,454 $70.17 $4M
KIM - Kimco Rlty 1.51% Hold 178,600 $20.74 $4M
GD - General Dynamics 1.46% Hold 18,188 $196.01 $4M
KMB - Kimberly-Clark 1.36% Hold 25,097 $132.41 $3M
FLS - Flowserve 1.32% Hold 93,065 $34.66 $3M
DIS - Disney Walt 1.32% Hold 19,064 $169.17 $3M
Walgreens Boots Alliance 1.18% Hold 61,376 $47.04 $3M
JNJ - Johnson & Johnson 1.18% Hold 17,819 $161.46 $3M
PEP - Pepsico 1.14% Hold 18,517 $150.40 $3M
CMI - Cummins 1.11% Hold 12,050 $224.48 $3M
NOK - Nokia 1.08% Hold 486,425 $5.45 $3M
NSC - Norfolk Southn 1.08% Hold 11,020 $239.20 $3M
MRK - Merck & 1.07% Hold 34,973 $75.09 $3M
UNP - Union Pac 1.00% Hold 12,448 $195.94 $2M
Surmodics 0.95% Hold 41,962 $55.60 $2M
OGN - Organon & 0.94% Hold 70,213 $32.79 $2M
REGN - Regeneron Pharmaceuticals 0.93% Hold 3,773 $605.09 $2M
GIS - General Mls 0.91% Hold 37,183 $59.81 $2M
CL - Colgate Palmolive 0.79% Hold 25,729 $75.56 $2M
LOW - Lowes Cos 0.79% Hold 9,581 $202.80 $2M
Discovery 0.78% Hold 75,681 $25.37 $2M
ITW - Illinois Tool Wks 0.78% Hold 9,190 $206.53 $2M
CSCO - Cisco Sys 0.76% Hold 34,173 $54.43 $2M

Showing top 50 of 110 by value

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 135 $287M +2.9% 13F-HR 7/21/2026 000156914826000005
2026 Q1 134 $279M +7.3% 13F-HR 4/14/2026 000156914826000004
2025 Q4 125 $260M +2.0% 13F-HR 2/9/2026 000156914826000003
2025 Q3 126 $255M +8.1% 13F-HR 11/5/2025 000156914825000004
2025 Q2 120 $236M 0.0% 13F-HR 8/4/2025 000108514625004470
2025 Q1 121 $236M +1.7% 13F-HR 4/17/2025 000108514625002187
2024 Q4 121 $232M −3.7% 13F-HR 1/23/2025 000108514625000436
2024 Q3 119 $241M +3.9% 13F-HR 10/28/2024 000108514624005193
2024 Q2 115 $232M −9.0% 13F-HR 7/17/2024 000108514624003070
2024 Q1 118 $255M +5.4% 13F-HR 4/12/2024 000108514624001741
2023 Q4 115 $242M +6.1% 13F-HR 1/19/2024 000108514624000329
2023 Q3 113 $228M −1.7% 13F-HR 10/10/2023 000108514623003633
2023 Q2 112 $232M −3.7% 13F-HR 7/20/2023 000108514623002800
2023 Q1 116 $241M −1.2% 13F-HR 4/17/2023 000108514623001709
2022 Q4 116 $244M +13.0% 13F-HR 2/6/2023 000108514623000680
2022 Q3 115 $216M −5.3% 13F-HR 10/24/2022 000108514622003549
2022 Q2 112 $228M −8.1% 13F-HR 8/3/2022 000108514622002747
2022 Q1 111 $248M −2.4% 13F-HR 5/5/2022 000108514622001747
2021 Q4 112 $254M +3.7% 13F-HR 2/11/2022 000108514622000820
2021 Q3 110 $245M 13F-HR 11/9/2021 000156914821000010

About

Murphy Pohlad Asset Management LLC

20 processed 13Fs on this site · 2021 Q3–2026 Q2

Entity
Murphy Pohlad Asset Management LLC
Notable person
Murphy Pohlad
Location
Eden Prairie, MN
All SEC filings
View on sec.gov