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

2022 Q2 2022 Q1, filed 3 Aug, long equity only

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BRK.B, Berkshire Hathaway Class B	3.31%, was 3.96%	Reduce −0.7%	27,633	$273.01	$7.5M	−190	−$2.3M
COP, ConocoPhillips	2.99%, was 3.13%	Reduce −2.1%	75,876	$89.80	$6.8M	−1,660	−$939K
TRV, Travelers	2.72%	New	36,710	$169.11	$6.2M	+36,710	+$6.2M
MDT, Medtronic	2.69%	Add +2.5%	68,247	$89.75	$6.1M	+1,675	−$1.3M
MSFT, Microsoft	2.54%	Hold	22,581	$256.81	$5.8M	—	—
PG, Procter & Gamble	2.53%	Reduce −0.3%	40,066	$143.79	$5.8M	−130	−$380K
PFE, Pfizer	2.48%, was 2.21%	Add +1.5%	107,709	$52.43	$5.6M	+1,580	+$153K
DVN, Devon Energy	2.46%, was 2.47%	Reduce −1.7%	101,815	$55.11	$5.6M	−1,800	−$515K
TGT, Target	2.39%	New	38,622	$141.21	$5.5M	+38,622	+$5.5M
FHI, Federated Hermes	2.38%	Hold	170,836	$31.78	$5.4M	—	—
CTVA, Corteva	2.36%, was 2.39%	Reduce −3.4%	99,436	$54.14	$5.4M	−3,515	−$534K
UPS	2.27%	Add +8.0%	28,346	$182.53	$5.2M	+2,105	−$453K
EMR, Emerson Electric	2.17%	Add +11.0%	62,320	$79.53	$5M	+6,180	−$548K
VZ, Verizon	2.12%	Reduce −1.5%	95,447	$50.74	$4.8M	−1,460	−$93K
CVX, Chevron	2.06%, was 2.26%	Reduce −5.5%	32,497	$144.75	$4.7M	−1,885	−$894K
INTC, Intel	2.05%	Add +2.3%	124,630	$37.41	$4.7M	+2,750	−$1.4M
UNH, UnitedHealth Group	1.88%	Reduce −1.8%	8,363	$513.57	$4.3M	−150	−$46K
CMCSA, Comcast	1.79%	Add 0.0%	103,716	$39.23	$4.1M	+40	−$785K
ABBNY, ABB	1.76%	Add +1.0%	150,365	$26.73	$4M	+1,500	−$795K
GD, General Dynamics	1.73%, was 1.74%	Reduce −0.4%	17,783	$221.22	$3.9M	−75	−$372K
ALV, Autoliv	1.68%, was 1.65%	Add +0.2%	53,520	$71.56	$3.8M	+100	−$253K
AIG	1.59%	Hold	71,060	$51.13	$3.6M	—	—
KIM, Kimco Realty	1.58%	Hold	182,190	$19.77	$3.6M	—	—
AAPL, Apple	1.48%, was 1.83%	Reduce −4.9%	24,737	$136.72	$3.4M	−1,275	−$1.2M
KMB, Kimberly-Clark	1.48%	Reduce −0.4%	24,997	$135.14	$3.4M	−100	+$288K
PNC	1.43%	Hold	20,620	$157.76	$3.3M	—	—
APA	1.42%, was 1.56%	Reduce −1.2%	92,700	$34.90	$3.2M	−1,100	−$641K
BAC, Bank of America	1.38%	Add +0.6%	100,834	$31.12	$3.1M	+600	−$993K
JNJ, Johnson & Johnson	1.38%	Hold	17,669	$177.49	$3.1M	—	—
GOOG, Alphabet Class C	1.36%, was 1.61%	Reduce −0.7%	1,417	$2,187	$3.1M	−10	−$886K
PEP, PepsiCo	1.35%	Hold	18,467	$166.62	$3.1M	—	—
BK, BNY	1.27%, was 1.40%	Reduce −1.2%	69,151	$41.71	$2.9M	−870	−$591K
SLB	1.23%, was 1.21%	Add +7.6%	78,358	$35.76	$2.8M	+5,520	−$206K
C, Citigroup	1.22%	Add +3.9%	60,254	$45.99	$2.8M	+2,280	−$324K
FLS, Flowserve	1.21%, was 1.40%	Reduce −0.2%	96,645	$28.62	$2.8M	−150	−$708K
GIS, General Mills	1.21%	Hold	36,625	$75.44	$2.8M	—	—
MRK, Merck	1.20%	Hold	29,953	$91.14	$2.7M	—	—
UNP, Union Pacific	1.16%	Hold	12,398	$213.26	$2.6M	—	—
WTW, Willis Towers Watson	1.10%	Add +7.5%	12,740	$197.33	$2.5M	+890	−$285K
Walgreens Boots Alliance	1.09%, was 1.31%	Reduce −9.3%	65,686	$37.89	$2.5M	−6,750	−$753K
OGN, Organon	1.07%, was 1.01%	Add +1.7%	72,608	$33.74	$2.5M	+1,195	−$44K
NSC, Norfolk Southern	1.07%	Hold	10,770	$227.21	$2.4M	—	—
CMI, Cummins	1.07%, was 0.99%	Add +5.3%	12,595	$193.49	$2.4M	+630	−$17K
NOK, Nokia	1.04%	Add +0.6%	516,075	$4.61	$2.4M	+3,000	−$422K
REGN, Regeneron	0.94%, was 1.04%	Reduce −1.4%	3,633	$590.97	$2.1M	−50	−$425K
CL, Colgate-Palmolive	0.90%	Hold	25,709	$80.13	$2.1M	—	—
DIS, Disney	0.79%	Hold	19,014	$94.35	$1.8M	—	—
CSCO, Cisco	0.79%	Add +10.1%	42,058	$42.63	$1.8M	+3,860	−$336K
WBD, Warner Bros. Discovery	0.74%	New	126,545	$13.42	$1.7M	+126,545	+$1.7M
ITW, Illinois Tool Works	0.73%	Hold	9,190	$182.15	$1.7M	—	—
Surmodics	0.72%	Add +3.3%	43,962	$37.21	$1.6M	+1,400	−$293K
AEM, Agnico Eagle Mines	0.70%	Add +4.9%	34,750	$45.76	$1.6M	+1,634	−$438K
LOW, Lowe's	0.67%, was 0.75%	Reduce −4.5%	8,750	$174.63	$1.5M	−411	−$324K
Pioneer Natural Resources	0.66%	Hold	6,711	$223.07	$1.5M	—	—
NEM, Newmont	0.63%	Add +0.6%	24,126	$59.65	$1.4M	+150	−$465K
MOS, Mosaic	0.60%	Add +0.5%	28,775	$47.23	$1.4M	+130	−$545K
BAX, Baxter International	0.57%	Hold	20,329	$64.19	$1.3M	—	—
CCJ, Cameco	0.57%	Add +17.7%	61,720	$21.01	$1.3M	+9,300	−$228K
MDLZ, Mondelez	0.56%	Hold	20,550	$62.04	$1.3M	—	—
THO, Thor Industries	0.48%	Hold	14,550	$74.71	$1.1M	—	—
CNX, CNX Resources	0.45%, was 0.53%	Reduce −2.8%	62,050	$16.45	$1M	−1,800	−$301K
TTC, Toro	0.39%	Hold	11,884	$75.73	$900K	—	—
KO, Coca-Cola	0.38%	Hold	13,631	$62.87	$857K	—	—
COR, Amerisourcebergen	0.37%	New	5,960	$141.44	$843K	+5,960	+$843K
MMC, Marsh McLennan	0.36%	Hold	5,285	$155.16	$820K	—	—
WMT, Walmart	0.36%	Add +11.3%	6,680	$121.56	$812K	+680	−$81K
MAC, Macerich	0.35%, was 0.64%	Reduce −8.0%	92,945	$8.70	$809K	−8,060	−$770K
Signet Jewelers	0.35%	Add +8.7%	14,925	$53.40	$797K	+1,200	−$200K
IGT, Ingredion	0.35%	Hold	8,994	$88.06	$792K	—	—
MMM, 3M	0.32%, was 0.37%	Reduce −9.7%	5,607	$129.30	$725K	−605	−$199K
UL, Unilever	0.31%, was 0.24%	Add +16.6%	15,480	$45.80	$709K	+2,205	+$105K
HD, Home Depot	0.31%	Hold	2,538	$274.23	$696K	—	—
WY, Weyerhaeuser Co. Mountain Be	0.30%	Hold	20,630	$33.11	$683K	—	—
LMT, Lockheed Martin	0.29%	Reduce −3.1%	1,554	$429.86	$668K	−50	−$40K
DFAT, Dimensional ETF Trust	0.29%	Add +0.3%	16,503	$40.17	$663K	+50	−$103K
GOOGL, Alphabet Class A	0.27%	Hold	285	$2,179	$621K	—	—
GOLD, Barrick Gold	0.27%	Hold	35,100	$17.66	$620K	—	—
WFC, Wells Fargo	0.27%, was 0.32%	Reduce −5.0%	15,659	$39.15	$613K	−821	−$185K
WRB, Berkley	0.26%	Hold	8,812	$68.20	$601K	—	—
DOW, DOW Inc	0.26%	Hold	11,350	$51.54	$585K	—	—
Farmland Partners	0.25%, was 0.20%	Add +9.7%	40,600	$13.79	$560K	+3,600	+$52K
USB, U.S. Bancorp	0.24%, was 0.18%	Add +41.5%	12,053	$45.96	$554K	+3,535	+$102K
DFAC, Dimensional ETF Trust	0.23%	Hold	22,504	$23.28	$524K	—	—
AMAT, Applied Materials	0.22%	Hold	5,590	$90.88	$508K	—	—
COST, Costco	0.22%	Hold	1,055	$478.67	$505K	—	—
DEO, Diageo	0.22%, was 0.25%	Reduce −4.2%	2,882	$173.84	$501K	−125	−$109K
MAA, Mid-Amer Apt Cmntys	0.18%	Hold	2,360	$174.58	$412K	—	—
ZBH, Zimmer Biomet	0.18%, was 0.23%	Reduce −11.4%	3,900	$104.87	$409K	−500	−$153K
BRK.A, Berkshire Hathaway Class A	0.18%	Hold	1	$408,000	$408K	—	—
TJX, TJX Companies	0.18%	Hold	7,200	$55.83	$402K	—	—
XOM, Exxon Mobil	0.17%	Hold	4,558	$85.56	$390K	—	—
JPM, JPMorgan Chase	0.17%, was 0.15%	Add +26.2%	3,440	$112.50	$387K	+715	+$16K
Nordstrom	0.16%	Add +11.7%	17,770	$21.10	$375K	+1,860	−$56K
TT, Trane Technologies	0.15%	Hold	2,575	$129.71	$334K	—	—
VFC, V	0.14%, was 0.13%	Add +30.6%	7,424	$44.05	$327K	+1,740	+$4K
ABBV, AbbVie	0.14%	Hold	2,124	$153.01	$325K	—	—
BND, Vanguard Bond Index Funds	0.14%, was 0.12%	Add +12.9%	6,599	$49.10	$324K	+756	+$36K
BWA, Borgwarner	0.14%, was 0.10%	Add +58.6%	9,645	$33.28	$321K	+3,565	+$85K
TPL, Texas Pacific Land	0.14%	Hold	214	$1,486	$318K	—	—
ENB, Enbridge	0.13%	Hold	7,124	$42.25	$301K	—	—
SPG, Simon Property Group	0.12%	New	2,810	$94.66	$266K	+2,810	+$266K
BMY, Bristol Myers Squibb	0.12%	Hold	3,443	$76.97	$265K	—	—
LLY, Eli Lilly	0.11%	Hold	786	$323.16	$254K	—	—
EW, Edwards Lifesciences	0.11%	New	2,664	$94.97	$253K	+2,664	+$253K
EXPE, Expedia	0.11%	Hold	2,650	$94.72	$251K	—	—
PSX, Phillips 66	0.11%, was 0.13%	Reduce −21.0%	3,015	$81.92	$247K	−800	−$82K
OSUR, Orasure Technologies	0.10%	Add +17.0%	86,550	$2.70	$234K	+12,600	−$267K
FUL, Fuller	0.10%	Hold	3,730	$60.05	$224K	—	—
CLF, Cleveland-Cliffs	0.09%	Hold	13,325	$15.31	$204K	—	—
AMCR, Amcor	0.05%	Hold	10,000	$12.40	$124K	—	—
CELC, Celcuity	0.04%	Hold	11,200	$9.02	$101K	—	—
GCI, Gannett	0.03%	Add +29.4%	22,000	$2.86	$63K	+5,000	−$13K

Showing top 50 of 112 by value

Exits / last held

Gone since 2022 Q1, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
Discovery	0.88%	Exit	$24.92	$2.2M	−87,401	−$2.2M
DWDPEUR	0.17%	Exit	$73.45	$416K	−5,664	−$416K
Discovery	0.12%	Exit	$24.89	$302K	−12,134	−$302K
WINA, Winmark	0.09%	Exit	$220.00	$220K	−1,000	−$220K
ACN, Accenture	0.08%	Exit	$336.67	$202K	−600	−$202K

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