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
| COP - Conocophillips | 3.42% | Reduce −4.8% | 72,271 | $102.34 | $7M | −3,605 | +$582K |
| BRK.B - Berkshire Hathaway · CL B | 3.40% | Reduce −0.5% | 27,487 | $267.00 | $7M | −146 | −$205K |
| DVN - Devon Energy | 2.83% | Reduce −0.2% | 101,565 | $60.13 | $6M | −250 | +$496K |
| TGT - Target | 2.65% | Hold | 38,622 | $148.39 | $6M | — | — |
| TRV - Travelers Companies | 2.64% | Add +1.4% | 37,240 | $153.20 | $6M | +530 | −$503K |
| FHI - Federated Hermes · CL B | 2.59% | Reduce −1.1% | 168,991 | $33.11 | $6M | −1,845 | +$166K |
| CTVA - Corteva | 2.57% | Reduce −2.2% | 97,201 | $57.15 | $6M | −2,235 | +$172K |
| MDT - Medtronic | 2.55% | Reduce −0.1% | 68,177 | $80.75 | $6M | −70 | −$620K |
| MSFT - Microsoft | 2.41% | Reduce −1.0% | 22,346 | $232.88 | $5M | −235 | −$595K |
| PG - Procter And Gamble | 2.33% | Reduce −0.3% | 39,944 | $126.23 | $5M | −122 | −$719K |
| UPS - United Parcel Service · CL B | 2.29% | Add +8.0% | 30,624 | $161.54 | $5M | +2,278 | −$227K |
| PFE - Pfizer | 2.22% | Add +1.9% | 109,807 | $43.76 | $5M | +2,098 | −$842K |
| CVX - Chevron | 2.17% | Add +0.6% | 32,677 | $143.65 | $5M | +180 | −$10K |
| EMR - Emerson Elec | 2.15% | Add +2.0% | 63,585 | $73.21 | $5M | +1,265 | −$301K |
| UNH - Unitedhealth Group | 1.98% | Add +1.1% | 8,452 | $504.97 | $4M | +89 | −$27K |
| ABBNY - ABB | 1.84% | Add +3.1% | 155,015 | $25.66 | $4M | +4,650 | −$42K |
| GD - General Dynamics | 1.74% | Reduce −0.4% | 17,713 | $212.16 | $4M | −70 | −$176K |
| INTC - Intel | 1.72% | Add +15.9% | 144,473 | $25.77 | $4M | +19,843 | −$939K |
| ALV - Autoliv | 1.69% | Add +2.5% | 54,835 | $66.62 | $4M | +1,315 | −$177K |
| KIM - Kimco Rlty | 1.61% | Add +4.0% | 189,442 | $18.41 | $3M | +7,252 | −$114K |
| AAPL - Apple | 1.58% | Add 0.0% | 24,738 | $138.17 | $3M | +1 | +$36K |
| PNC - Pnc Finl Svcs Group | 1.58% | Add +10.8% | 22,845 | $149.40 | $3M | +2,225 | +$160K |
| SLB - Schlumberger | 1.55% | Add +19.0% | 93,213 | $35.90 | $3M | +14,855 | +$544K |
| AIG - American Intl Group | 1.53% | Reduce −2.0% | 69,625 | $47.47 | $3M | −1,435 | −$328K |
| APA — | 1.51% | Add +3.3% | 95,740 | $34.19 | $3M | +3,040 | +$38K |
| VZ - Verizon Communications | 1.48% | Reduce −11.6% | 84,397 | $37.96 | $3M | −11,050 | −$2M |
| CMCSA - Comcast · CL A | 1.46% | Add +4.0% | 107,836 | $29.32 | $3M | +4,120 | −$907K |
| BAC - Bank of America | 1.41% | Add +0.2% | 101,034 | $30.20 | $3M | +200 | −$87K |
| PEP - Pepsico | 1.40% | Hold | 18,467 | $163.21 | $3M | — | — |
| JNJ - Johnson & Johnson | 1.34% | Add +0.2% | 17,701 | $163.32 | $3M | +32 | −$245K |
| GOOG - Alphabet · CL C | 1.33% | Add +2012.6% | 29,935 | $96.14 | $3M | +28,518 | −$221K |
| KMB - Kimberly-Clark | 1.29% | Reduce −0.6% | 24,857 | $112.52 | $3M | −140 | −$581K |
| GIS - General Mls | 1.29% | Reduce −0.6% | 36,391 | $76.58 | $3M | −234 | +$24K |
| C - Citigroup | 1.28% | Add +10.5% | 66,604 | $41.66 | $3M | +6,350 | +$4K |
| WTW - Willis Towers Watson | 1.20% | Add +1.6% | 12,950 | $200.93 | $3M | +210 | +$88K |
| BK - Bank New York Mellon | 1.20% | Reduce −2.9% | 67,116 | $38.52 | $3M | −2,035 | −$299K |
| CMI - Cummins | 1.18% | Reduce −0.1% | 12,580 | $203.50 | $3M | −15 | +$123K |
| MRK - Merck & | 1.18% | Reduce −1.5% | 29,513 | $86.10 | $3M | −440 | −$189K |
| REGN - Regeneron Pharmaceuticals | 1.13% | Reduce −2.8% | 3,533 | $688.65 | $2M | −100 | +$286K |
| UNP - Union Pac | 1.11% | Reduce −0.5% | 12,341 | $194.80 | $2M | −57 | −$240K |
| FLS - Flowserve | 1.05% | Reduce −3.4% | 93,365 | $24.29 | $2M | −3,280 | −$498K |
| NSC - Norfolk Southn | 1.04% | Hold | 10,770 | $209.56 | $2M | — | — |
| NOK - Nokia | 0.99% | Reduce −2.5% | 502,995 | $4.27 | $2M | −13,080 | −$232K |
| DIS - Disney Walt | 0.88% | Add +6.3% | 20,204 | $94.29 | $2M | +1,190 | +$111K |
| Walgreens Boots Alliance | 0.85% | Reduce −10.6% | 58,691 | $31.38 | $2M | −6,995 | −$647K |
| CSCO - Cisco Sys | 0.84% | Add +8.1% | 45,473 | $40.09 | $2M | +3,415 | +$30K |
| CL - Colgate Palmolive | 0.84% | Add +0.1% | 25,734 | $70.22 | $2M | +25 | −$253K |
| CCJ - Cameco | 0.77% | Add +1.9% | 62,920 | $26.51 | $2M | +1,200 | +$371K |
| OGN - Organon & | 0.77% | Reduce −2.6% | 70,743 | $23.39 | $2M | −1,865 | −$795K |
| ITW - Illinois Tool Wks | 0.76% | Reduce −1.5% | 9,050 | $180.55 | $2M | −140 | −$40K |
| MOS - Mosaic | 0.75% | Add +17.0% | 33,675 | $48.31 | $2M | +4,900 | +$268K |
| LOW - Lowes Cos | 0.74% | Reduce −2.1% | 8,565 | $187.74 | $2M | −185 | +$80K |
| Pioneer Nat Res | 0.66% | Reduce −1.2% | 6,631 | $216.41 | $1M | −80 | −$62K |
| Surmodics | 0.59% | Reduce −4.1% | 42,162 | $30.38 | $1M | −1,800 | −$355K |
| NEM - Newmont | 0.53% | Add +12.0% | 27,016 | $42.01 | $1M | +2,890 | −$304K |
| MDLZ - Mondelez Intl · CL A | 0.52% | Add +0.3% | 20,614 | $54.82 | $1M | +64 | −$145K |
| AEM - Agnico Eagle Mines | 0.51% | Reduce −24.9% | 26,082 | $42.21 | $1M | −8,668 | −$489K |
| BAX - Baxter Intl | 0.51% | Hold | 20,329 | $53.81 | $1M | — | — |
| TTC - TORO | 0.48% | Hold | 11,884 | $86.42 | $1M | — | — |
| THO - Thor Inds | 0.47% | Reduce −0.9% | 14,415 | $69.93 | $1M | −135 | −$79K |
| Signet Jewelers | 0.46% | Add +16.4% | 17,375 | $57.15 | $993K | +2,450 | +$196K |
| CNX - Cnx Res | 0.44% | Reduce −0.4% | 61,800 | $15.52 | $959K | −250 | −$62K |
| WMT - Walmart | 0.40% | Add +0.7% | 6,730 | $129.57 | $872K | +50 | +$60K |
| WBD - Warner Bros Discovery | 0.39% | Reduce −42.4% | 72,855 | $11.49 | $837K | −53,690 | −$861K |
| COR - Amerisourcebergen | 0.37% | Hold | 5,960 | $135.23 | $806K | — | — |
| MMC - Marsh & Mclennan Cos | 0.36% | Hold | 5,285 | $149.10 | $788K | — | — |
| KO - Coca Cola | 0.35% | Reduce −0.4% | 13,572 | $56.00 | $760K | −59 | −$97K |
| GOLD - Barrick Gold | 0.34% | Add +35.3% | 47,500 | $15.49 | $736K | +12,400 | +$116K |
| IGT - Ingredion | 0.33% | Reduce −1.4% | 8,864 | $80.44 | $713K | −130 | −$79K |
| HD - Home Depot | 0.32% | Hold | 2,538 | $275.81 | $700K | — | — |
| UL - Unilever | 0.31% | Reduce −1.3% | 15,282 | $43.78 | $669K | −198 | −$40K |
| DFAT - Dimensional ETF Trust | 0.30% | Add +0.3% | 16,550 | $38.91 | $644K | +47 | −$19K |
| WFC - Wells Fargo | 0.29% | Reduce −0.6% | 15,559 | $40.17 | $625K | −100 | +$12K |
| Farmland Partners | 0.28% | Add +17.7% | 47,800 | $12.66 | $605K | +7,200 | +$45K |
| WY - Weyerhaeuser Mtn Be | 0.27% | Hold | 20,630 | $28.55 | $589K | — | — |
| MAC - Macerich | 0.27% | Reduce −20.2% | 74,150 | $7.93 | $588K | −18,795 | −$221K |
| LMT - Lockheed Martin | 0.26% | Reduce −4.7% | 1,481 | $386.23 | $572K | −73 | −$96K |
| WRB - Berkley W R | 0.26% | Hold | 8,812 | $64.57 | $569K | — | — |
| MMM - 3M | 0.26% | Reduce −8.6% | 5,122 | $110.31 | $565K | −485 | −$160K |
| GOOGL - Alphabet · CL A | 0.25% | Add +1900.0% | 5,700 | $95.61 | $545K | +5,415 | −$76K |
| USB - US Bancorp Del | 0.23% | Add +4.5% | 12,593 | $40.26 | $507K | +540 | −$47K |
| DFAC - Dimensional ETF Trust | 0.23% | Hold | 22,504 | $22.22 | $500K | — | — |
| COST - Costco Whsl | 0.23% | Hold | 1,055 | $472.04 | $498K | — | — |
| DEO - Diageo | 0.23% | Add +0.9% | 2,907 | $169.59 | $493K | +25 | −$8K |
| AMAT - Applied Matls | 0.21% | Hold | 5,590 | $81.75 | $457K | — | — |
| TJX - Tjx Cos | 0.21% | Hold | 7,200 | $62.08 | $447K | — | — |
| OSUR - Orasure Technologies | 0.20% | Add +33.6% | 115,650 | $3.79 | $438K | +29,100 | +$204K |
| XOM - Exxon Mobil | 0.19% | Add +4.9% | 4,780 | $87.24 | $417K | +222 | +$27K |
| BRK.A - Berkshire Hathaway · CL A | 0.19% | Hold | 1 | $406,000 | $406K | — | — |
| ZBH - Zimmer Biomet | 0.18% | Reduce −5.1% | 3,700 | $104.32 | $386K | −200 | −$23K |
| TPL - Texas Pacific Land | 0.18% | Hold | 214 | $1,776 | $380K | — | — |
| TT - Trane Technologies | 0.17% | Hold | 2,575 | $144.47 | $372K | — | — |
| MAA - Mid-Amer Apt Cmntys | 0.17% | Hold | 2,360 | $154.66 | $365K | — | — |
| JPM - Jpmorgan Chase & | 0.17% | Hold | 3,440 | $104.36 | $359K | — | — |
| IFF - International Flavors & Fragrances | 0.16% | New | 3,842 | $90.58 | $348K | +3,842 | +$348K |
| DOW - DOW Inc | 0.15% | Reduce −35.2% | 7,350 | $43.81 | $322K | −4,000 | −$263K |
| BND - Vanguard Bd Index Fds | 0.15% | Reduce −0.6% | 6,559 | $48.94 | $321K | −40 | −$3K |
| SPG - Simon Ppty Group | 0.13% | Add +14.8% | 3,225 | $89.61 | $289K | +415 | +$23K |
| BWA - Borgwarner | 0.13% | Reduce −4.7% | 9,195 | $31.32 | $288K | −450 | −$33K |
| ABBV - Abbvie | 0.13% | Add +0.9% | 2,143 | $133.92 | $287K | +19 | −$38K |
| ENB - Enbridge | 0.12% | Hold | 7,124 | $37.06 | $264K | — | — |
| MRNA - Moderna | 0.12% | New | 2,215 | $117.83 | $261K | +2,215 | +$261K |
| Nordstrom | 0.12% | Reduce −13.3% | 15,415 | $16.67 | $257K | −2,355 | −$118K |
| LLY - Lilly Eli & | 0.12% | Hold | 786 | $323.16 | $254K | — | — |
| EXPE - Expedia Group | 0.11% | Reduce −5.7% | 2,500 | $93.60 | $234K | −150 | −$17K |
| BMY - Bristol-Myers Squibb | 0.11% | Reduce −5.5% | 3,253 | $71.01 | $231K | −190 | −$34K |
| FUL - Fuller H B | 0.10% | Hold | 3,730 | $60.05 | $224K | — | — |
| EW - Edwards Lifesciences | 0.10% | Hold | 2,664 | $82.58 | $220K | — | — |
| WINA - Winmark | 0.10% | New | 1,000 | $216.00 | $216K | +1,000 | +$216K |
| PSX - Phillips 66 | 0.10% | Reduce −13.6% | 2,605 | $80.61 | $210K | −410 | −$37K |
| VFC - V F | 0.09% | Reduce −8.8% | 6,774 | $29.82 | $202K | −650 | −$125K |
| CLF - Cleveland-Cliffs | 0.08% | Hold | 13,325 | $13.43 | $179K | — | — |
| CELC - Celcuity | 0.05% | Hold | 11,200 | $10.00 | $112K | — | — |
| AMCR - Amcor | 0.05% | Hold | 10,000 | $10.70 | $107K | — | — |
| GCI - Gannett | 0.02% | Hold | 22,000 | $1.50 | $33K | — | — |
Showing top 50 of 115 by value
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