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
| BRK.B - Berkshire Hathaway · CL B | 3.96% | Reduce −0.5% | 27,823 | $352.91 | $10M | −145 | +$1M |
| COP - Conocophillips | 3.13% | Reduce −1.0% | 77,536 | $99.99 | $8M | −810 | +$2M |
| MDT - Medtronic | 2.98% | Add +6.9% | 66,572 | $110.95 | $7M | +4,325 | +$947K |
| MSFT - Microsoft | 2.81% | Reduce −9.7% | 22,581 | $308.27 | $7M | −2,412 | −$1M |
| PG - Procter And Gamble | 2.48% | Reduce −0.6% | 40,196 | $152.78 | $6M | −250 | −$475K |
| DVN - Devon Energy | 2.47% | Reduce −1.7% | 103,615 | $59.12 | $6M | −1,825 | +$1M |
| INTC - Intel | 2.43% | Add +3.9% | 121,880 | $49.56 | $6M | +4,535 | −$3K |
| CTVA - Corteva | 2.39% | Reduce −1.5% | 102,951 | $57.47 | $6M | −1,600 | +$974K |
| FHI - Federated Hermes · CL B | 2.35% | Add +0.4% | 170,836 | $34.06 | $6M | +700 | −$575K |
| UPS - United Parcel Service · CL B | 2.27% | Add +10.7% | 26,241 | $214.44 | $6M | +2,530 | +$545K |
| CVX - Chevron | 2.26% | Reduce −11.4% | 34,382 | $162.82 | $6M | −4,445 | +$1M |
| EMR - Emerson Elec | 2.22% | Add +1.0% | 56,140 | $98.04 | $6M | +540 | +$335K |
| PFE - Pfizer | 2.21% | Add +2.9% | 106,129 | $51.77 | $5M | +2,950 | −$598K |
| VZ - Verizon Communications | 1.99% | Add +9.5% | 96,907 | $50.94 | $5M | +8,380 | +$337K |
| CMCSA - Comcast · CL A | 1.96% | Add +0.6% | 103,676 | $46.82 | $5M | +650 | −$331K |
| ABBNY - ABB | 1.94% | Reduce −0.1% | 148,865 | $32.34 | $5M | −125 | −$872K |
| AAPL - Apple | 1.83% | Reduce −8.9% | 26,012 | $174.57 | $5M | −2,540 | −$528K |
| KIM - Kimco Rlty | 1.81% | Add +3.2% | 182,190 | $24.70 | $4M | +5,640 | +$149K |
| AIG - American Intl Group | 1.80% | Add +1.3% | 71,060 | $62.76 | $4M | +925 | +$473K |
| UNH - Unitedhealth Group | 1.75% | Reduce −9.4% | 8,513 | $509.93 | $4M | −880 | −$375K |
| GD - General Dynamics | 1.74% | Reduce −2.5% | 17,858 | $241.12 | $4M | −455 | +$489K |
| BAC - Bank of America | 1.67% | Add +1.8% | 100,234 | $41.21 | $4M | +1,800 | −$248K |
| ALV - Autoliv | 1.65% | Add +5.6% | 53,420 | $76.43 | $4M | +2,825 | −$1M |
| GOOG - Alphabet · CL C | 1.61% | Reduce −0.6% | 1,427 | $2,793 | $4M | −9 | −$170K |
| APA — | 1.56% | Add +11.0% | 93,800 | $41.32 | $4M | +9,300 | +$2M |
| PNC - Pnc Finl Svcs Group | 1.53% | Add +0.7% | 20,620 | $184.43 | $4M | +150 | −$301K |
| BK - Bank New York Mellon | 1.40% | Reduce −13.5% | 70,021 | $49.63 | $3M | −10,950 | −$1M |
| FLS - Flowserve | 1.40% | Add +9.7% | 96,795 | $35.89 | $3M | +8,595 | +$776K |
| UNP - Union Pac | 1.37% | Reduce −0.4% | 12,398 | $273.19 | $3M | −50 | +$251K |
| Walgreens Boots Alliance | 1.31% | Add +2.1% | 72,436 | $44.76 | $3M | +1,490 | −$458K |
| JNJ - Johnson & Johnson | 1.26% | Reduce −0.8% | 17,669 | $177.20 | $3M | −150 | +$83K |
| C - Citigroup | 1.25% | Add +13.8% | 57,974 | $53.39 | $3M | +7,030 | +$19K |
| PEP - Pepsico | 1.25% | Reduce −0.3% | 18,467 | $167.38 | $3M | −50 | −$125K |
| KMB - Kimberly-Clark | 1.25% | Hold | 25,097 | $123.12 | $3M | — | — |
| NSC - Norfolk Southn | 1.24% | Reduce −1.4% | 10,770 | $285.14 | $3M | −150 | −$179K |
| SLB - Schlumberger | 1.21% | Add +8.3% | 72,838 | $41.30 | $3M | +5,565 | +$994K |
| NOK - Nokia | 1.13% | Add +2.5% | 513,075 | $5.46 | $3M | +12,600 | −$311K |
| WTW - Willis Towers Watson | 1.13% | New | 11,850 | $236.20 | $3M | +11,850 | +$3M |
| DIS - Disney Walt | 1.05% | Hold | 19,014 | $137.11 | $3M | — | — |
| REGN - Regeneron Pharmaceuticals | 1.04% | Hold | 3,683 | $698.34 | $3M | — | — |
| OGN - Organon & | 1.01% | Add +0.8% | 71,413 | $34.92 | $2M | +561 | +$337K |
| GIS - General Mls | 1.00% | Reduce −0.4% | 36,625 | $67.71 | $2M | −158 | +$2K |
| MRK - Merck & | 0.99% | Reduce −13.3% | 29,953 | $82.03 | $2M | −4,590 | −$190K |
| CMI - Cummins | 0.99% | Hold | 11,965 | $205.10 | $2M | — | — |
| Discovery | 0.88% | Hold | 87,401 | $24.92 | $2M | — | — |
| CSCO - Cisco Sys | 0.86% | Add +11.8% | 38,198 | $55.74 | $2M | +4,025 | −$36K |
| AEM - Agnico Eagle Mines | 0.82% | Add +72.6% | 33,116 | $61.24 | $2M | +13,926 | +$1M |
| CL - Colgate Palmolive | 0.79% | Reduce −0.1% | 25,709 | $75.81 | $2M | −20 | −$246K |
| Surmodics | 0.78% | Hold | 42,562 | $45.32 | $2M | — | — |
| ITW - Illinois Tool Wks | 0.78% | Hold | 9,190 | $209.36 | $2M | — | — |
| MOS - Mosaic | 0.77% | New | 28,645 | $66.47 | $2M | +28,645 | +$2M |
| NEM - Newmont | 0.77% | Add +5.7% | 23,976 | $79.41 | $2M | +1,295 | +$498K |
| LOW - Lowes Cos | 0.75% | Reduce −2.6% | 9,161 | $202.16 | $2M | −245 | −$579K |
| Pioneer Nat Res | 0.68% | Add +4.3% | 6,711 | $249.89 | $2M | +275 | +$507K |
| MAC - Macerich | 0.64% | Add +96.9% | 101,005 | $15.63 | $2M | +49,715 | +$693K |
| BAX - Baxter Intl | 0.64% | Hold | 20,329 | $77.52 | $2M | — | — |
| CCJ - Cameco | 0.61% | Add +24.3% | 52,420 | $29.09 | $2M | +10,250 | +$606K |
| CNX - Cnx Res | 0.53% | Hold | 63,850 | $20.70 | $1M | — | — |
| MDLZ - Mondelez Intl · CL A | 0.52% | Reduce −2.8% | 20,550 | $62.77 | $1M | −600 | −$112K |
| THO - Thor Inds | 0.46% | Add +3.2% | 14,550 | $78.69 | $1M | +450 | −$318K |
| TTC - TORO | 0.41% | Hold | 11,884 | $85.41 | $1M | — | — |
| Signet Jewelers | 0.40% | New | 13,725 | $72.64 | $997K | +13,725 | +$997K |
| MMM - 3M | 0.37% | Reduce −29.0% | 6,212 | $148.74 | $924K | −2,538 | −$630K |
| MMC - Marsh & Mclennan Cos | 0.36% | Hold | 5,285 | $170.29 | $900K | — | — |
| WMT - Walmart | 0.36% | Hold | 6,000 | $148.83 | $893K | — | — |
| GOLD - Barrick Gold | 0.35% | Hold | 35,100 | $24.53 | $861K | — | — |
| KO - Coca Cola | 0.34% | Add +6.2% | 13,631 | $61.99 | $845K | +790 | +$85K |
| WFC - Wells Fargo | 0.32% | Reduce −1.3% | 16,480 | $48.42 | $798K | −210 | −$2K |
| GOOGL - Alphabet · CL A | 0.32% | Hold | 285 | $2,779 | $792K | — | — |
| IGT - Ingredion | 0.32% | Add +20.3% | 8,994 | $87.06 | $783K | +1,516 | +$61K |
| WY - Weyerhaeuser Mtn Be | 0.31% | Hold | 20,630 | $37.86 | $781K | — | — |
| DFAT - Dimensional ETF Trust | 0.31% | Add +0.1% | 16,453 | $46.56 | $766K | +23 | −$14K |
| HD - Home Depot | 0.31% | Reduce −3.8% | 2,538 | $299.05 | $759K | −100 | −$335K |
| AMAT - Applied Matls | 0.30% | Reduce −9.7% | 5,590 | $131.66 | $736K | −600 | −$238K |
| DOW - DOW Inc | 0.29% | Hold | 11,350 | $63.70 | $723K | — | — |
| LMT - Lockheed Martin | 0.29% | Add +1.9% | 1,604 | $441.40 | $708K | +30 | +$149K |
| DFAC - Dimensional ETF Trust | 0.25% | Hold | 22,504 | $27.55 | $620K | — | — |
| DEO - Diageo | 0.25% | Reduce −2.4% | 3,007 | $202.86 | $610K | −75 | −$68K |
| COST - Costco Whsl | 0.24% | Hold | 1,055 | $575.36 | $607K | — | — |
| UL - Unilever | 0.24% | Add +55.1% | 13,275 | $45.50 | $604K | +4,715 | +$144K |
| WRB - Berkley W R | 0.24% | Add +50.0% | 8,812 | $66.50 | $586K | +2,937 | +$102K |
| ZBH - Zimmer Biomet | 0.23% | Hold | 4,400 | $127.73 | $562K | — | — |
| BRK.A - Berkshire Hathaway · CL A | 0.21% | Hold | 1 | $528,000 | $528K | — | — |
| EXPE - Expedia Group | 0.21% | Hold | 2,650 | $195.47 | $518K | — | — |
| Farmland Partners | 0.20% | New | 37,000 | $13.73 | $508K | +37,000 | +$508K |
| OSUR - Orasure Technologies | 0.20% | Reduce −44.1% | 73,950 | $6.77 | $501K | −58,450 | −$649K |
| MAA - Mid-Amer Apt Cmntys | 0.20% | Hold | 2,360 | $209.32 | $494K | — | — |
| USB - US Bancorp Del | 0.18% | Add +10.5% | 8,518 | $53.06 | $452K | +810 | +$20K |
| TJX - Tjx Cos | 0.18% | Hold | 7,200 | $60.56 | $436K | — | — |
| Nordstrom | 0.17% | Reduce −6.7% | 15,910 | $27.09 | $431K | −1,145 | +$46K |
| CLF - Cleveland-Cliffs | 0.17% | Add +13.2% | 13,325 | $32.20 | $429K | +1,550 | +$173K |
| DWDPEUR — | 0.17% | Hold | 5,664 | $73.45 | $416K | — | — |
| TT - Trane Technologies | 0.16% | Hold | 2,575 | $152.62 | $393K | — | — |
| XOM - Exxon Mobil | 0.15% | Hold | 4,558 | $82.49 | $376K | — | — |
| JPM - Jpmorgan Chase & | 0.15% | Hold | 2,725 | $136.15 | $371K | — | — |
| ABBV - Abbvie | 0.14% | Hold | 2,124 | $161.96 | $344K | — | — |
| PSX - Phillips 66 | 0.13% | Hold | 3,815 | $86.24 | $329K | — | — |
| ENB - Enbridge | 0.13% | Reduce −14.2% | 7,124 | $46.04 | $328K | −1,180 | +$4K |
| VFC - V F | 0.13% | New | 5,684 | $56.83 | $323K | +5,684 | +$323K |
| Discovery | 0.12% | Hold | 12,134 | $24.89 | $302K | — | — |
| TPL - Texas Pacific Land | 0.12% | Reduce −60.3% | 214 | $1,350 | $289K | −325 | −$384K |
| BND - Vanguard Bd Index Fds | 0.12% | Hold | 5,843 | $49.29 | $288K | — | — |
| BMY - Bristol-Myers Squibb | 0.10% | Reduce −6.6% | 3,443 | $72.90 | $251K | −245 | +$22K |
| FUL - Fuller H B | 0.10% | Hold | 3,730 | $65.95 | $246K | — | — |
| BWA - Borgwarner | 0.10% | New | 6,080 | $38.82 | $236K | +6,080 | +$236K |
| LLY - Lilly Eli & | 0.09% | Hold | 786 | $286.26 | $225K | — | — |
| WINA - Winmark | 0.09% | Hold | 1,000 | $220.00 | $220K | — | — |
| ACN - Accenture Ireland · CLASS A | 0.08% | Hold | 600 | $336.67 | $202K | — | — |
| AMCR - Amcor | 0.05% | Hold | 10,000 | $11.30 | $113K | — | — |
| CELC - Celcuity | 0.04% | New | 11,200 | $9.29 | $104K | +11,200 | +$104K |
| GCI - Gannett | 0.03% | New | 17,000 | $4.47 | $76K | +17,000 | +$76K |
Showing top 50 of 111 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TGT - Target | 3.55% | Exit | 0 | $231.42 | $9M | −38,977 | −$9M |
| TRV - Travelers Companies | 2.25% | Exit | 0 | $156.42 | $6M | −36,497 | −$6M |
| COR - Amerisourcebergen | 0.31% | Exit | 0 | $132.89 | $792K | −5,960 | −$792K |
| NWL - Newell Brands | 0.20% | Exit | 0 | $21.80 | $508K | −23,300 | −$508K |
| Kirkland Lake Gold | 0.20% | Exit | 0 | $41.95 | $500K | −11,920 | −$500K |
| EW - Edwards Lifesciences | 0.14% | Exit | 0 | $129.50 | $345K | −2,664 | −$345K |
| AMGN - Amgen | 0.09% | Exit | 0 | $224.62 | $219K | −975 | −$219K |
| IFF - International Flavors & Fragrances | 0.09% | Exit | 0 | $150.21 | $219K | −1,458 | −$219K |
| GNRC - Generac | 0.08% | Exit | 0 | $351.67 | $211K | −600 | −$211K |
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