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
top 5 14.8% · top 10 25.5%
- TRV - Travelers Companies 3.7%
- INTC - Intel 3.4%
- BRK.B - Berkshire Hathaway · CL B 2.8%
- AEM - Agnico Eagle Mines 2.5%
- COP - Conocophillips 2.4%
- CSCO - Cisco Sys 2.4%
- CTVA - Corteva 2.2%
- SLB - Schlumberger 2.1%
- CCJ - Cameco 2.0%
- UNP - Union Pac 2.0%
- BK - Bank Of Ny Mellon 1.8%
- EMR - Emerson Elec 1.8%
- Other 70.9%
AUM over time
Book
| TGT - Target | 3.55% | Reduce −2.3% | 38,977 | $231.42 | $9M | −913 | −$105K |
| MSFT - Microsoft | 3.31% | Reduce −9.6% | 24,993 | $336.29 | $8M | −2,665 | +$608K |
| BRK.B - Berkshire Hathaway · CL B | 3.29% | Hold | 27,968 | $298.98 | $8M | — | — |
| PG - Procter And Gamble | 2.60% | Reduce −0.9% | 40,446 | $163.58 | $7M | −350 | +$913K |
| MDT - Medtronic | 2.53% | Add +2.2% | 62,247 | $103.44 | $6M | +1,335 | −$1M |
| FHI - Federated Hermes · CL B | 2.51% | Reduce −4.8% | 170,136 | $37.58 | $6M | −8,550 | +$586K |
| PFE - Pfizer | 2.40% | Reduce −0.1% | 103,179 | $59.04 | $6M | −100 | +$2M |
| INTC - Intel | 2.38% | Add +3.0% | 117,345 | $51.50 | $6M | +3,470 | −$24K |
| TRV - Travelers Companies | 2.25% | Add +1.0% | 36,497 | $156.42 | $6M | +370 | +$218K |
| ABBNY - ABB | 2.24% | Reduce −1.2% | 148,990 | $38.16 | $6M | −1,800 | +$656K |
| COP - Conocophillips | 2.22% | Add +1.0% | 78,346 | $72.18 | $6M | +775 | +$399K |
| ALV - Autoliv | 2.06% | Reduce −0.5% | 50,595 | $103.41 | $5M | −275 | +$872K |
| CMCSA - Comcast · CL A | 2.04% | Reduce −0.3% | 103,026 | $50.33 | $5M | −280 | −$592K |
| EMR - Emerson Elec | 2.03% | Reduce −3.8% | 55,600 | $92.97 | $5M | −2,200 | −$275K |
| UPS - United Parcel Service · CL B | 2.00% | Add +4.7% | 23,711 | $214.33 | $5M | +1,070 | +$960K |
| AAPL - Apple | 1.99% | Reduce −55.1% | 28,552 | $177.54 | $5M | −35,054 | −$4M |
| CTVA - Corteva | 1.94% | Reduce −1.6% | 104,551 | $47.28 | $5M | −1,700 | +$472K |
| UNH - Unitedhealth Group | 1.85% | Reduce −5.1% | 9,393 | $502.08 | $5M | −505 | +$849K |
| BK - Bank New York Mellon | 1.85% | Reduce −2.0% | 80,971 | $58.07 | $5M | −1,640 | +$420K |
| DVN - Devon Energy | 1.83% | Reduce −0.8% | 105,440 | $44.04 | $5M | −900 | +$868K |
| VZ - Verizon Communications | 1.81% | Add +2.5% | 88,527 | $51.95 | $5M | +2,165 | −$65K |
| CVX - Chevron | 1.79% | Add +0.1% | 38,827 | $117.34 | $5M | +40 | +$622K |
| BAC - Bank of America | 1.72% | Reduce −2.1% | 98,434 | $44.49 | $4M | −2,150 | +$110K |
| KIM - Kimco Rlty | 1.71% | Reduce −1.1% | 176,550 | $24.64 | $4M | −2,050 | +$646K |
| GOOG - Alphabet · CL C | 1.63% | Reduce −4.6% | 1,436 | $2,893 | $4M | −70 | +$142K |
| PNC - Pnc Finl Svcs Group | 1.61% | Reduce −0.2% | 20,470 | $200.49 | $4M | −50 | +$90K |
| AIG - American Intl Group | 1.57% | Reduce −1.1% | 70,135 | $56.85 | $4M | −800 | +$94K |
| GD - General Dynamics | 1.50% | Add +0.7% | 18,313 | $208.43 | $4M | +125 | +$252K |
| Walgreens Boots Alliance | 1.46% | Add +15.6% | 70,946 | $52.15 | $4M | +9,570 | +$813K |
| KMB - Kimberly-Clark | 1.41% | Hold | 25,097 | $142.89 | $4M | — | — |
| NSC - Norfolk Southn | 1.28% | Reduce −0.9% | 10,920 | $297.62 | $3M | −100 | +$614K |
| PEP - Pepsico | 1.26% | Hold | 18,517 | $173.68 | $3M | — | — |
| UNP - Union Pac | 1.23% | Hold | 12,448 | $251.93 | $3M | — | — |
| NOK - Nokia | 1.22% | Add +2.9% | 500,475 | $6.22 | $3M | +14,050 | +$461K |
| C - Citigroup | 1.21% | Reduce −4.7% | 50,944 | $60.38 | $3M | −2,510 | −$675K |
| JNJ - Johnson & Johnson | 1.20% | Hold | 17,819 | $171.05 | $3M | — | — |
| DIS - Disney Walt | 1.16% | Reduce −0.3% | 19,014 | $154.89 | $3M | −50 | −$280K |
| FLS - Flowserve | 1.06% | Reduce −5.2% | 88,200 | $30.59 | $3M | −4,865 | −$528K |
| MRK - Merck & | 1.04% | Reduce −1.2% | 34,543 | $76.63 | $3M | −430 | +$21K |
| CMI - Cummins | 1.03% | Reduce −0.7% | 11,965 | $218.14 | $3M | −85 | −$95K |
| GIS - General Mls | 0.97% | Reduce −1.1% | 36,783 | $67.37 | $2M | −400 | +$254K |
| LOW - Lowes Cos | 0.96% | Reduce −1.8% | 9,406 | $258.45 | $2M | −175 | +$488K |
| REGN - Regeneron Pharmaceuticals | 0.91% | Reduce −2.4% | 3,683 | $631.28 | $2M | −90 | +$42K |
| APA — | 0.89% | Reduce −0.4% | 84,500 | $26.89 | $2M | −300 | +$455K |
| ITW - Illinois Tool Wks | 0.89% | Hold | 9,190 | $246.79 | $2M | — | — |
| CL - Colgate Palmolive | 0.86% | Hold | 25,729 | $85.31 | $2M | — | — |
| CSCO - Cisco Sys | 0.85% | Hold | 34,173 | $63.35 | $2M | — | — |
| OGN - Organon & | 0.85% | Add +0.9% | 70,852 | $30.44 | $2M | +639 | −$145K |
| Discovery | 0.81% | Add +15.5% | 87,401 | $23.54 | $2M | +11,720 | +$137K |
| Surmodics | 0.81% | Add +1.4% | 42,562 | $48.14 | $2M | +600 | −$284K |
| SLB - Schlumberger | 0.79% | Add +11.4% | 67,273 | $29.94 | $2M | +6,910 | +$225K |
| BAX - Baxter Intl | 0.69% | Hold | 20,329 | $85.84 | $2M | — | — |
| MMM - 3M | 0.61% | Add +1.4% | 8,750 | $177.60 | $2M | +120 | +$41K |
| THO - Thor Inds | 0.58% | Hold | 14,100 | $103.76 | $1M | — | — |
| NEM - Newmont | 0.55% | Add +7.0% | 22,681 | $61.99 | $1M | +1,480 | +$255K |
| MDLZ - Mondelez Intl · CL A | 0.55% | Reduce −1.9% | 21,150 | $66.29 | $1M | −400 | +$149K |
| TTC - TORO | 0.47% | Hold | 11,884 | $99.88 | $1M | — | — |
| Pioneer Nat Res | 0.46% | Add +158.4% | 6,436 | $181.79 | $1M | +3,945 | +$756K |
| OSUR - Orasure Technologies | 0.45% | Reduce −4.5% | 132,400 | $8.69 | $1M | −6,200 | −$417K |
| HD - Home Depot | 0.43% | Reduce −0.1% | 2,638 | $414.71 | $1M | −3 | +$228K |
| AEM - Agnico Eagle Mines | 0.40% | Add +7.0% | 19,190 | $53.10 | $1M | +1,260 | +$90K |
| AMAT - Applied Matls | 0.38% | Hold | 6,190 | $157.35 | $974K | — | — |
| CCJ - Cameco | 0.36% | Add +37.2% | 42,170 | $21.79 | $919K | +11,440 | +$252K |
| MMC - Marsh & Mclennan Cos | 0.36% | Hold | 5,285 | $173.70 | $918K | — | — |
| MAC - Macerich | 0.35% | Hold | 51,290 | $17.27 | $886K | — | — |
| CNX - Cnx Res | 0.34% | Hold | 63,850 | $13.74 | $877K | — | — |
| WMT - Walmart | 0.34% | Hold | 6,000 | $144.67 | $868K | — | — |
| WY - Weyerhaeuser Mtn Be | 0.33% | Hold | 20,630 | $41.15 | $849K | — | — |
| GOOGL - Alphabet · CL A | 0.32% | Hold | 285 | $2,895 | $825K | — | — |
| WFC - Wells Fargo | 0.31% | Hold | 16,690 | $47.93 | $800K | — | — |
| COR - Amerisourcebergen | 0.31% | Hold | 5,960 | $132.89 | $792K | — | — |
| DFAT - Dimensional ETF Trust | 0.31% | Reduce −5.3% | 16,430 | $47.47 | $780K | −918 | +$10K |
| KO - Coca Cola | 0.30% | Add +4.4% | 12,841 | $59.19 | $760K | +540 | +$115K |
| IGT - Ingredion | 0.28% | Add +2.9% | 7,478 | $96.55 | $722K | +210 | +$76K |
| DEO - Diageo | 0.27% | Hold | 3,082 | $219.99 | $678K | — | — |
| TPL - Texas Pacific Land | 0.26% | Reduce −1.8% | 539 | $1,249 | $673K | −10 | +$10K |
| GOLD - Barrick Gold | 0.26% | Add +6.0% | 35,100 | $18.97 | $666K | +2,000 | +$69K |
| DFAC - Dimensional ETF Trust | 0.26% | Hold | 22,504 | $28.93 | $651K | — | — |
| DOW - DOW Inc | 0.25% | Add +9.7% | 11,350 | $56.65 | $643K | +1,000 | +$48K |
| COST - Costco Whsl | 0.24% | Hold | 1,055 | $566.82 | $598K | — | — |
| LMT - Lockheed Martin | 0.22% | New | 1,574 | $355.15 | $559K | +1,574 | +$559K |
| ZBH - Zimmer Biomet | 0.22% | Hold | 4,400 | $126.82 | $558K | — | — |
| TJX - Tjx Cos | 0.21% | Hold | 7,200 | $75.83 | $546K | — | — |
| MAA - Mid-Amer Apt Cmntys | 0.21% | Hold | 2,360 | $229.24 | $541K | — | — |
| TT - Trane Technologies | 0.20% | Hold | 2,575 | $201.94 | $520K | — | — |
| NWL - Newell Brands | 0.20% | Hold | 23,300 | $21.80 | $508K | — | — |
| Kirkland Lake Gold | 0.20% | Add +16.1% | 11,920 | $41.95 | $500K | +1,650 | +$73K |
| WRB - Berkley W R | 0.19% | Hold | 5,875 | $82.38 | $484K | — | — |
| EXPE - Expedia Group | 0.19% | Hold | 2,650 | $180.38 | $478K | — | — |
| UL - Unilever | 0.18% | Reduce −3.1% | 8,560 | $53.74 | $460K | −270 | −$18K |
| DWDPEUR — | 0.18% | Hold | 5,664 | $80.69 | $457K | — | — |
| BRK.A - Berkshire Hathaway · CL A | 0.18% | Hold | 1 | $450,000 | $450K | — | — |
| USB - US Bancorp Del | 0.17% | Reduce −3.7% | 7,708 | $56.05 | $432K | −294 | −$43K |
| JPM - Jpmorgan Chase & | 0.17% | Hold | 2,725 | $158.17 | $431K | — | — |
| Nordstrom | 0.15% | Add +7.5% | 17,055 | $22.57 | $385K | +1,185 | −$34K |
| EW - Edwards Lifesciences | 0.14% | Hold | 2,664 | $129.50 | $345K | — | — |
| ENB - Enbridge | 0.13% | Hold | 8,304 | $39.02 | $324K | — | — |
| FUL - Fuller H B | 0.12% | Hold | 3,730 | $80.97 | $302K | — | — |
| BND - Vanguard Bd Index Fds | 0.11% | Hold | 5,843 | $49.80 | $291K | — | — |
| ABBV - Abbvie | 0.11% | Hold | 2,124 | $135.12 | $287K | — | — |
| XOM - Exxon Mobil | 0.11% | Hold | 4,558 | $60.99 | $278K | — | — |
| Discovery | 0.11% | Add +6.8% | 12,134 | $22.83 | $277K | +774 | +$2K |
| PSX - Phillips 66 | 0.11% | Hold | 3,815 | $72.35 | $276K | — | — |
| CLF - Cleveland-Cliffs | 0.10% | Reduce −5.2% | 11,775 | $21.74 | $256K | −650 | +$10K |
| ACN - Accenture Ireland · CLASS A | 0.10% | New | 600 | $413.33 | $248K | +600 | +$248K |
| WINA - Winmark | 0.10% | Hold | 1,000 | $248.00 | $248K | — | — |
| BMY - Bristol-Myers Squibb | 0.09% | Reduce −11.9% | 3,688 | $62.09 | $229K | −500 | −$18K |
| AMGN - Amgen | 0.09% | Hold | 975 | $224.62 | $219K | — | — |
| IFF - International Flavors & Fragrances | 0.09% | New | 1,458 | $150.21 | $219K | +1,458 | +$219K |
| LLY - Lilly Eli & | 0.09% | New | 786 | $276.08 | $217K | +786 | +$217K |
| GNRC - Generac | 0.08% | Hold | 600 | $351.67 | $211K | — | — |
| AMCR - Amcor | 0.05% | Hold | 10,000 | $12.00 | $120K | — | — |
Showing top 50 of 112 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TECH - Bio-Techne | 1.89% | Exit | 0 | $484.47 | $5M | −9,565 | −$5M |
| FPH - Five Point · CL A | 0.05% | Exit | 0 | $7.82 | $133K | −17,000 | −$133K |
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