Murphy Pohlad Asset Management LLC Murphy Pohlad

Eden Prairie, MN 21 processed 13Fs on this site, 2021 Q3 to 2026 Q3

$288M
140 holdings
2026 Q3
+0.3% QoQ
Top 5 14.8%

Portfolio

2026 Q3, filed 10/22/2026, top 12 of 140 holdings

Top 5 14.8%, top 10 24.8%

AUM over time

2026 Q3 $288M +0.3% QoQ

Q3 2021

Q1 2022

Q1 2023

Q1 2024

Q1 2025

Q1 2026

Book

2021 Q4 2021 Q3, filed 11 Feb, long equity only

Download CSV Download Excel All activity


TGT, Target	3.55%, was 3.73%	Reduce −2.3%	38,977	$231.42	$9M	−913	−$105K
MSFT, Microsoft	3.31%	Reduce −9.6%	24,993	$336.29	$8.4M	−2,665	+$608K
BRK.B, Berkshire Hathaway Class B	3.29%	Hold	27,968	$298.98	$8.4M	—	—
PG, Procter & Gamble	2.60%	Reduce −0.9%	40,446	$163.58	$6.6M	−350	+$913K
MDT, Medtronic	2.53%	Add +2.2%	62,247	$103.44	$6.4M	+1,335	−$1.2M
FHI, Federated Hermes	2.51%	Reduce −4.8%	170,136	$37.58	$6.4M	−8,550	+$586K
PFE, Pfizer	2.40%	Reduce −0.1%	103,179	$59.04	$6.1M	−100	+$1.7M
INTC, Intel	2.38%	Add +3.0%	117,345	$51.50	$6M	+3,470	−$24K
TRV, Travelers	2.25%, was 2.24%	Add +1.0%	36,497	$156.42	$5.7M	+370	+$218K
ABBNY, ABB	2.24%	Reduce −1.2%	148,990	$38.16	$5.7M	−1,800	+$656K
COP, ConocoPhillips	2.22%, was 2.15%	Add +1.0%	78,346	$72.18	$5.7M	+775	+$399K
ALV, Autoliv	2.06%	Reduce −0.5%	50,595	$103.41	$5.2M	−275	+$872K
CMCSA, Comcast	2.04%, was 2.36%	Reduce −0.3%	103,026	$50.33	$5.2M	−280	−$592K
EMR, Emerson Electric	2.03%, was 2.22%	Reduce −3.8%	55,600	$92.97	$5.2M	−2,200	−$275K
UPS	2.00%, was 1.68%	Add +4.7%	23,711	$214.33	$5.1M	+1,070	+$960K
AAPL, Apple	1.99%, was 3.68%	Reduce −55.1%	28,552	$177.54	$5.1M	−35,054	−$3.9M
CTVA, Corteva	1.94%	Reduce −1.6%	104,551	$47.28	$4.9M	−1,700	+$472K
UNH, UnitedHealth Group	1.85%	Reduce −5.1%	9,393	$502.08	$4.7M	−505	+$849K
BK, BNY	1.85%	Reduce −2.0%	80,971	$58.07	$4.7M	−1,640	+$420K
DVN, Devon Energy	1.83%	Reduce −0.8%	105,440	$44.04	$4.6M	−900	+$868K
VZ, Verizon	1.81%	Add +2.5%	88,527	$51.95	$4.6M	+2,165	−$65K
CVX, Chevron	1.79%, was 1.61%	Add +0.1%	38,827	$117.34	$4.6M	+40	+$622K
BAC, Bank of America	1.72%, was 1.74%	Reduce −2.1%	98,434	$44.49	$4.4M	−2,150	+$110K
KIM, Kimco Realty	1.71%	Reduce −1.1%	176,550	$24.64	$4.4M	−2,050	+$646K
GOOG, Alphabet Class C	1.63%, was 1.64%	Reduce −4.6%	1,436	$2,893	$4.2M	−70	+$142K
PNC	1.61%, was 1.64%	Reduce −0.2%	20,470	$200.49	$4.1M	−50	+$90K
AIG	1.57%, was 1.59%	Reduce −1.1%	70,135	$56.85	$4M	−800	+$94K
GD, General Dynamics	1.50%, was 1.46%	Add +0.7%	18,313	$208.43	$3.8M	+125	+$252K
Walgreens Boots Alliance	1.46%, was 1.18%	Add +15.6%	70,946	$52.15	$3.7M	+9,570	+$813K
KMB, Kimberly-Clark	1.41%	Hold	25,097	$142.89	$3.6M	—	—
NSC, Norfolk Southern	1.28%	Reduce −0.9%	10,920	$297.62	$3.3M	−100	+$614K
PEP, PepsiCo	1.26%	Hold	18,517	$173.68	$3.2M	—	—
UNP, Union Pacific	1.23%	Hold	12,448	$251.93	$3.1M	—	—
NOK, Nokia	1.22%, was 1.08%	Add +2.9%	500,475	$6.22	$3.1M	+14,050	+$461K
C, Citigroup	1.21%, was 1.53%	Reduce −4.7%	50,944	$60.38	$3.1M	−2,510	−$675K
JNJ, Johnson & Johnson	1.20%	Hold	17,819	$171.05	$3M	—	—
DIS, Disney	1.16%, was 1.32%	Reduce −0.3%	19,014	$154.89	$2.9M	−50	−$280K
FLS, Flowserve	1.06%, was 1.32%	Reduce −5.2%	88,200	$30.59	$2.7M	−4,865	−$528K
MRK, Merck	1.04%, was 1.07%	Reduce −1.2%	34,543	$76.63	$2.6M	−430	+$21K
CMI, Cummins	1.03%, was 1.11%	Reduce −0.7%	11,965	$218.14	$2.6M	−85	−$95K
GIS, General Mills	0.97%	Reduce −1.1%	36,783	$67.37	$2.5M	−400	+$254K
LOW, Lowe's	0.96%	Reduce −1.8%	9,406	$258.45	$2.4M	−175	+$488K
REGN, Regeneron	0.91%, was 0.93%	Reduce −2.4%	3,683	$631.28	$2.3M	−90	+$42K
APA	0.89%	Reduce −0.4%	84,500	$26.89	$2.3M	−300	+$455K
ITW, Illinois Tool Works	0.89%	Hold	9,190	$246.79	$2.3M	—	—
CL, Colgate-Palmolive	0.86%	Hold	25,729	$85.31	$2.2M	—	—
CSCO, Cisco	0.85%	Hold	34,173	$63.35	$2.2M	—	—
OGN, Organon	0.85%	Add +0.9%	70,852	$30.44	$2.2M	+639	−$145K
Discovery	0.81%, was 0.78%	Add +15.5%	87,401	$23.54	$2.1M	+11,720	+$137K
Surmodics	0.81%	Add +1.4%	42,562	$48.14	$2M	+600	−$284K
SLB	0.79%, was 0.73%	Add +11.4%	67,273	$29.94	$2M	+6,910	+$225K
BAX, Baxter International	0.69%	Hold	20,329	$85.84	$1.7M	—	—
MMM, 3M	0.61%	Add +1.4%	8,750	$177.60	$1.6M	+120	+$41K
THO, Thor Industries	0.58%	Hold	14,100	$103.76	$1.5M	—	—
NEM, Newmont	0.55%, was 0.47%	Add +7.0%	22,681	$61.99	$1.4M	+1,480	+$255K
MDLZ, Mondelez	0.55%	Reduce −1.9%	21,150	$66.29	$1.4M	−400	+$149K
TTC, Toro	0.47%	Hold	11,884	$99.88	$1.2M	—	—
Pioneer Natural Resources	0.46%, was 0.17%	Add +158.4%	6,436	$181.79	$1.2M	+3,945	+$756K
OSUR, Orasure Technologies	0.45%, was 0.64%	Reduce −4.5%	132,400	$8.69	$1.2M	−6,200	−$417K
HD, Home Depot	0.43%	Reduce −0.1%	2,638	$414.71	$1.1M	−3	+$228K
AEM, Agnico Eagle Mines	0.40%, was 0.38%	Add +7.0%	19,190	$53.10	$1M	+1,260	+$90K
AMAT, Applied Materials	0.38%	Hold	6,190	$157.35	$974K	—	—
CCJ, Cameco	0.36%, was 0.27%	Add +37.2%	42,170	$21.79	$919K	+11,440	+$252K
MMC, Marsh McLennan	0.36%	Hold	5,285	$173.70	$918K	—	—
MAC, Macerich	0.35%	Hold	51,290	$17.27	$886K	—	—
CNX, CNX Resources	0.34%	Hold	63,850	$13.74	$877K	—	—
WMT, Walmart	0.34%	Hold	6,000	$144.67	$868K	—	—
WY, Weyerhaeuser Co. Mountain Be	0.33%	Hold	20,630	$41.15	$849K	—	—
GOOGL, Alphabet Class 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%, was 0.26%	Add +4.4%	12,841	$59.19	$760K	+540	+$115K
IGT, Ingredion	0.28%, was 0.26%	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%, was 0.27%	Reduce −1.8%	539	$1,249	$673K	−10	+$10K
GOLD, Barrick Gold	0.26%, was 0.24%	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%, was 0.24%	Add +9.7%	11,350	$56.65	$643K	+1,000	+$48K
COST, Costco	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 Companies	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%, was 0.17%	Add +16.1%	11,920	$41.95	$500K	+1,650	+$73K
WRB, Berkley	0.19%	Hold	5,875	$82.38	$484K	—	—
EXPE, Expedia	0.19%	Hold	2,650	$180.38	$478K	—	—
UL, Unilever	0.18%, was 0.20%	Reduce −3.1%	8,560	$53.74	$460K	−270	−$18K
DWDPEUR	0.18%	Hold	5,664	$80.69	$457K	—	—
BRK.A, Berkshire Hathaway Class A	0.18%	Hold	1	$450,000	$450K	—	—
USB, U.S. Bancorp	0.17%, was 0.19%	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	0.12%	Hold	3,730	$80.97	$302K	—	—
BND, Vanguard Bond Index Funds	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	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%, was 0.10%	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, Eli Lilly	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

Gone since 2021 Q3, shown at their last reported size.

Stock	% of portfolio	Recent activity	Shares	Reported price*	Value	Share change	$ change
TECH, Bio-Techne	1.89%	Exit	0	$484.47	$4.6M	−9,565	−$4.6M
FPH, Five Point	0.05%	Exit	0	$7.82	$133K	−17,000	−$133K

Filings history

21 periods, with AUM normalized

Newest 13Fs

Period	Holds	AUM	QoQ	Form	Filed	Filing ID
2026 Q3	140	$288M	+0.3%	13F-HR	10/22/2026	000156914826000008
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

21 processed 13Fs on this site, 2021 Q3 to 2026 Q3

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