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 | 3.31% | Reduce −0.7% | 27,633 | $273.01 | $8M | −190 | −$2M |
| COP - Conocophillips | 2.99% | Reduce −2.1% | 75,876 | $89.80 | $7M | −1,660 | −$939K |
| TRV - Travelers Companies | 2.72% | New | 36,710 | $169.11 | $6M | +36,710 | +$6M |
| MDT - Medtronic | 2.69% | Add +2.5% | 68,247 | $89.75 | $6M | +1,675 | −$1M |
| MSFT - Microsoft | 2.54% | Hold | 22,581 | $256.81 | $6M | — | — |
| PG - Procter And Gamble | 2.53% | Reduce −0.3% | 40,066 | $143.79 | $6M | −130 | −$380K |
| PFE - Pfizer | 2.48% | Add +1.5% | 107,709 | $52.43 | $6M | +1,580 | +$153K |
| DVN - Devon Energy | 2.46% | Reduce −1.7% | 101,815 | $55.11 | $6M | −1,800 | −$515K |
| TGT - Target | 2.39% | New | 38,622 | $141.21 | $5M | +38,622 | +$5M |
| FHI - Federated Hermes · CL B | 2.38% | Hold | 170,836 | $31.78 | $5M | — | — |
| CTVA - Corteva | 2.36% | Reduce −3.4% | 99,436 | $54.14 | $5M | −3,515 | −$534K |
| UPS - United Parcel Service · CL B | 2.27% | Add +8.0% | 28,346 | $182.53 | $5M | +2,105 | −$453K |
| EMR - Emerson Elec | 2.17% | Add +11.0% | 62,320 | $79.53 | $5M | +6,180 | −$548K |
| VZ - Verizon Communications | 2.12% | Reduce −1.5% | 95,447 | $50.74 | $5M | −1,460 | −$93K |
| CVX - Chevron | 2.06% | Reduce −5.5% | 32,497 | $144.75 | $5M | −1,885 | −$894K |
| INTC - Intel | 2.05% | Add +2.3% | 124,630 | $37.41 | $5M | +2,750 | −$1M |
| UNH - Unitedhealth Group | 1.88% | Reduce −1.8% | 8,363 | $513.57 | $4M | −150 | −$46K |
| CMCSA - Comcast · CL A | 1.79% | Add 0.0% | 103,716 | $39.23 | $4M | +40 | −$785K |
| ABBNY - ABB | 1.76% | Add +1.0% | 150,365 | $26.73 | $4M | +1,500 | −$795K |
| GD - General Dynamics | 1.73% | Reduce −0.4% | 17,783 | $221.22 | $4M | −75 | −$372K |
| ALV - Autoliv | 1.68% | Add +0.2% | 53,520 | $71.56 | $4M | +100 | −$253K |
| AIG - American Intl Group | 1.59% | Hold | 71,060 | $51.13 | $4M | — | — |
| KIM - Kimco Rlty | 1.58% | Hold | 182,190 | $19.77 | $4M | — | — |
| AAPL - Apple | 1.48% | Reduce −4.9% | 24,737 | $136.72 | $3M | −1,275 | −$1M |
| KMB - Kimberly-Clark | 1.48% | Reduce −0.4% | 24,997 | $135.14 | $3M | −100 | +$288K |
| PNC - Pnc Finl Svcs Group | 1.43% | Hold | 20,620 | $157.76 | $3M | — | — |
| APA — | 1.42% | Reduce −1.2% | 92,700 | $34.90 | $3M | −1,100 | −$641K |
| BAC - Bank of America | 1.38% | Add +0.6% | 100,834 | $31.12 | $3M | +600 | −$993K |
| JNJ - Johnson & Johnson | 1.38% | Hold | 17,669 | $177.49 | $3M | — | — |
| GOOG - Alphabet · CL C | 1.36% | Reduce −0.7% | 1,417 | $2,187 | $3M | −10 | −$886K |
| PEP - Pepsico | 1.35% | Hold | 18,467 | $166.62 | $3M | — | — |
| BK - Bank New York Mellon | 1.27% | Reduce −1.2% | 69,151 | $41.71 | $3M | −870 | −$591K |
| SLB - Schlumberger | 1.23% | Add +7.6% | 78,358 | $35.76 | $3M | +5,520 | −$206K |
| C - Citigroup | 1.22% | Add +3.9% | 60,254 | $45.99 | $3M | +2,280 | −$324K |
| FLS - Flowserve | 1.21% | Reduce −0.2% | 96,645 | $28.62 | $3M | −150 | −$708K |
| GIS - General Mls | 1.21% | Hold | 36,625 | $75.44 | $3M | — | — |
| MRK - Merck & | 1.20% | Hold | 29,953 | $91.14 | $3M | — | — |
| UNP - Union Pac | 1.16% | Hold | 12,398 | $213.26 | $3M | — | — |
| WTW - Willis Towers Watson | 1.10% | Add +7.5% | 12,740 | $197.33 | $3M | +890 | −$285K |
| Walgreens Boots Alliance | 1.09% | Reduce −9.3% | 65,686 | $37.89 | $2M | −6,750 | −$753K |
| OGN - Organon & | 1.07% | Add +1.7% | 72,608 | $33.74 | $2M | +1,195 | −$44K |
| NSC - Norfolk Southn | 1.07% | Hold | 10,770 | $227.21 | $2M | — | — |
| CMI - Cummins | 1.07% | Add +5.3% | 12,595 | $193.49 | $2M | +630 | −$17K |
| NOK - Nokia | 1.04% | Add +0.6% | 516,075 | $4.61 | $2M | +3,000 | −$422K |
| REGN - Regeneron Pharmaceuticals | 0.94% | Reduce −1.4% | 3,633 | $590.97 | $2M | −50 | −$425K |
| CL - Colgate Palmolive | 0.90% | Hold | 25,709 | $80.13 | $2M | — | — |
| DIS - Disney Walt | 0.79% | Hold | 19,014 | $94.35 | $2M | — | — |
| CSCO - Cisco Sys | 0.79% | Add +10.1% | 42,058 | $42.63 | $2M | +3,860 | −$336K |
| WBD - Warner Bros Discovery | 0.74% | New | 126,545 | $13.42 | $2M | +126,545 | +$2M |
| ITW - Illinois Tool Wks | 0.73% | Hold | 9,190 | $182.15 | $2M | — | — |
| Surmodics | 0.72% | Add +3.3% | 43,962 | $37.21 | $2M | +1,400 | −$293K |
| AEM - Agnico Eagle Mines | 0.70% | Add +4.9% | 34,750 | $45.76 | $2M | +1,634 | −$438K |
| LOW - Lowes Cos | 0.67% | Reduce −4.5% | 8,750 | $174.63 | $2M | −411 | −$324K |
| Pioneer Nat Res | 0.66% | Hold | 6,711 | $223.07 | $1M | — | — |
| NEM - Newmont | 0.63% | Add +0.6% | 24,126 | $59.65 | $1M | +150 | −$465K |
| MOS - Mosaic | 0.60% | Add +0.5% | 28,775 | $47.23 | $1M | +130 | −$545K |
| BAX - Baxter Intl | 0.57% | Hold | 20,329 | $64.19 | $1M | — | — |
| CCJ - Cameco | 0.57% | Add +17.7% | 61,720 | $21.01 | $1M | +9,300 | −$228K |
| MDLZ - Mondelez Intl · CL A | 0.56% | Hold | 20,550 | $62.04 | $1M | — | — |
| THO - Thor Inds | 0.48% | Hold | 14,550 | $74.71 | $1M | — | — |
| CNX - Cnx Res | 0.45% | 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 Cos | 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% | 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% | Reduce −9.7% | 5,607 | $129.30 | $725K | −605 | −$199K |
| UL - Unilever | 0.31% | Add +16.6% | 15,480 | $45.80 | $709K | +2,205 | +$105K |
| HD - Home Depot | 0.31% | Hold | 2,538 | $274.23 | $696K | — | — |
| WY - Weyerhaeuser Mtn 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 · CL A | 0.27% | Hold | 285 | $2,179 | $621K | — | — |
| GOLD - Barrick Gold | 0.27% | Hold | 35,100 | $17.66 | $620K | — | — |
| WFC - Wells Fargo | 0.27% | Reduce −5.0% | 15,659 | $39.15 | $613K | −821 | −$185K |
| WRB - Berkley W R | 0.26% | Hold | 8,812 | $68.20 | $601K | — | — |
| DOW - DOW Inc | 0.26% | Hold | 11,350 | $51.54 | $585K | — | — |
| Farmland Partners | 0.25% | Add +9.7% | 40,600 | $13.79 | $560K | +3,600 | +$52K |
| USB - US Bancorp Del | 0.24% | 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 Matls | 0.22% | Hold | 5,590 | $90.88 | $508K | — | — |
| COST - Costco Whsl | 0.22% | Hold | 1,055 | $478.67 | $505K | — | — |
| DEO - Diageo | 0.22% | 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% | Reduce −11.4% | 3,900 | $104.87 | $409K | −500 | −$153K |
| BRK.A - Berkshire Hathaway · CL A | 0.18% | Hold | 1 | $408,000 | $408K | — | — |
| TJX - Tjx Cos | 0.18% | Hold | 7,200 | $55.83 | $402K | — | — |
| XOM - Exxon Mobil | 0.17% | Hold | 4,558 | $85.56 | $390K | — | — |
| JPM - Jpmorgan Chase & | 0.17% | 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 F | 0.14% | Add +30.6% | 7,424 | $44.05 | $327K | +1,740 | +$4K |
| ABBV - Abbvie | 0.14% | Hold | 2,124 | $153.01 | $325K | — | — |
| BND - Vanguard Bd Index Fds | 0.14% | Add +12.9% | 6,599 | $49.10 | $324K | +756 | +$36K |
| BWA - Borgwarner | 0.14% | 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 Ppty 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 - Lilly Eli & | 0.11% | Hold | 786 | $323.16 | $254K | — | — |
| EW - Edwards Lifesciences | 0.11% | New | 2,664 | $94.97 | $253K | +2,664 | +$253K |
| EXPE - Expedia Group | 0.11% | Hold | 2,650 | $94.72 | $251K | — | — |
| PSX - Phillips 66 | 0.11% | 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 H B | 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
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Discovery | 0.88% | Exit | 0 | $24.92 | $2M | −87,401 | −$2M |
| DWDPEUR — | 0.17% | Exit | 0 | $73.45 | $416K | −5,664 | −$416K |
| Discovery | 0.12% | Exit | 0 | $24.89 | $302K | −12,134 | −$302K |
| WINA - Winmark | 0.09% | Exit | 0 | $220.00 | $220K | −1,000 | −$220K |
| ACN - Accenture Ireland · CLASS A | 0.08% | Exit | 0 | $336.67 | $202K | −600 | −$202K |
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