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 | 3.50% | Add +0.9% | 27,724 | $308.90 | $9M | +237 | +$1M |
| COP - Conocophillips | 3.42% | Reduce −2.1% | 70,771 | $118.00 | $8M | −1,500 | +$955K |
| TRV - Travelers Companies | 2.86% | Add +0.1% | 37,270 | $187.49 | $7M | +30 | +$1M |
| FHI - Federated Hermes · CL B | 2.53% | Add +0.7% | 170,091 | $36.31 | $6M | +1,100 | +$580K |
| EMR - Emerson Elec | 2.51% | Add +0.3% | 63,785 | $96.06 | $6M | +200 | +$1M |
| PG - Procter And Gamble | 2.48% | Add +0.3% | 40,059 | $151.56 | $6M | +115 | +$1M |
| DVN - Devon Energy | 2.37% | Reduce −7.4% | 94,030 | $61.51 | $6M | −7,535 | −$323K |
| CVX - Chevron | 2.35% | Reduce −2.2% | 31,972 | $179.49 | $6M | −705 | +$1M |
| PFE - Pfizer | 2.32% | Add +0.9% | 110,849 | $51.24 | $6M | +1,042 | +$875K |
| UPS - United Parcel Service · CL B | 2.26% | Add +3.7% | 31,749 | $173.84 | $6M | +1,125 | +$572K |
| CTVA - Corteva | 2.22% | Reduce −5.2% | 92,117 | $58.78 | $5M | −5,084 | −$140K |
| MDT - Medtronic | 2.20% | Add +1.3% | 69,052 | $77.72 | $5M | +875 | −$138K |
| MSFT - Microsoft | 2.17% | Reduce −1.2% | 22,076 | $239.82 | $5M | −270 | +$90K |
| SLB - Schlumberger | 2.16% | Add +6.1% | 98,873 | $53.46 | $5M | +5,660 | +$2M |
| TGT - Target | 2.01% | Reduce −14.6% | 32,992 | $149.04 | $5M | −5,630 | −$814K |
| ABBNY - ABB | 1.98% | Add +2.3% | 158,590 | $30.46 | $5M | +3,575 | +$854K |
| CMCSA - Comcast · CL A | 1.88% | Add +22.0% | 131,536 | $34.97 | $5M | +23,700 | +$1M |
| INTC - Intel | 1.84% | Add +17.6% | 169,955 | $26.43 | $4M | +25,482 | +$769K |
| AIG - American Intl Group | 1.75% | Reduce −2.8% | 67,700 | $63.24 | $4M | −1,925 | +$976K |
| UNH - Unitedhealth Group | 1.74% | Reduce −5.0% | 8,027 | $530.18 | $4M | −425 | −$12K |
| APA — | 1.71% | Reduce −6.3% | 89,670 | $46.68 | $4M | −6,070 | +$913K |
| ALV - Autoliv | 1.70% | Reduce −1.2% | 54,165 | $76.58 | $4M | −670 | +$495K |
| GD - General Dynamics | 1.66% | Reduce −7.6% | 16,363 | $248.11 | $4M | −1,350 | +$302K |
| KIM - Kimco Rlty | 1.65% | Add +0.2% | 189,807 | $21.18 | $4M | +365 | +$533K |
| PNC - Pnc Finl Svcs Group | 1.51% | Add +2.3% | 23,370 | $157.94 | $4M | +525 | +$278K |
| VZ - Verizon Communications | 1.49% | Add +9.4% | 92,339 | $39.40 | $4M | +7,942 | +$434K |
| PEP - Pepsico | 1.38% | Add +0.8% | 18,617 | $180.66 | $3M | +150 | +$349K |
| BAC - Bank of America | 1.37% | Hold | 101,034 | $33.12 | $3M | — | — |
| KMB - Kimberly-Clark | 1.36% | Reduce −1.2% | 24,557 | $135.75 | $3M | −300 | +$537K |
| MRK - Merck & | 1.35% | Add +0.4% | 29,631 | $110.95 | $3M | +118 | +$747K |
| WTW - Willis Towers Watson | 1.30% | Add +0.1% | 12,960 | $244.58 | $3M | +10 | +$568K |
| JNJ - Johnson & Johnson | 1.29% | Add +1.1% | 17,901 | $176.66 | $3M | +200 | +$271K |
| AAPL - Apple | 1.27% | Reduce −3.4% | 23,892 | $129.93 | $3M | −846 | −$314K |
| CMI - Cummins | 1.24% | Reduce −0.4% | 12,530 | $242.29 | $3M | −50 | +$476K |
| BK - Bank New York Mellon | 1.23% | Reduce −2.0% | 65,791 | $45.52 | $3M | −1,325 | +$410K |
| GIS - General Mls | 1.21% | Reduce −3.0% | 35,316 | $83.85 | $3M | −1,075 | +$174K |
| C - Citigroup | 1.20% | Reduce −2.5% | 64,944 | $45.23 | $3M | −1,660 | +$162K |
| FLS - Flowserve | 1.17% | Reduce −0.1% | 93,285 | $30.68 | $3M | −80 | +$594K |
| NSC - Norfolk Southn | 1.09% | Hold | 10,770 | $246.42 | $3M | — | — |
| GOOG - Alphabet · CL C | 1.08% | Reduce −0.9% | 29,655 | $88.73 | $3M | −280 | −$247K |
| AEM - Agnico Eagle Mines | 1.06% | Add +90.2% | 49,600 | $51.99 | $3M | +23,518 | +$1M |
| UNP - Union Pac | 1.04% | Reduce −0.2% | 12,316 | $207.07 | $3M | −25 | +$146K |
| REGN - Regeneron Pharmaceuticals | 1.01% | Reduce −3.3% | 3,415 | $721.49 | $2M | −118 | +$31K |
| NOK - Nokia | 0.96% | Add +0.7% | 506,395 | $4.64 | $2M | +3,400 | +$203K |
| CSCO - Cisco Sys | 0.93% | Add +4.9% | 47,683 | $47.64 | $2M | +2,210 | +$449K |
| OGN - Organon & | 0.92% | Add +14.2% | 80,789 | $27.93 | $2M | +10,046 | +$601K |
| CL - Colgate Palmolive | 0.83% | Hold | 25,734 | $78.79 | $2M | — | — |
| ITW - Illinois Tool Wks | 0.79% | Reduce −2.9% | 8,790 | $220.30 | $2M | −260 | +$302K |
| GOLD - Barrick Gold | 0.73% | Add +117.9% | 103,480 | $17.18 | $2M | +55,980 | +$1M |
| LOW - Lowes Cos | 0.70% | Hold | 8,565 | $199.24 | $2M | — | — |
| MOS - Mosaic | 0.70% | Add +15.4% | 38,875 | $43.87 | $2M | +5,200 | +$78K |
| CCJ - Cameco | 0.64% | Add +10.5% | 69,520 | $22.67 | $2M | +6,600 | −$92K |
| DIS - Disney Walt | 0.61% | Reduce −15.0% | 17,179 | $86.88 | $1M | −3,025 | −$412K |
| Pioneer Nat Res | 0.56% | Reduce −9.0% | 6,031 | $228.39 | $1M | −600 | −$58K |
| MDLZ - Mondelez Intl · CL A | 0.56% | Reduce −0.2% | 20,574 | $66.65 | $1M | −40 | +$241K |
| TTC - TORO | 0.55% | Hold | 11,884 | $113.20 | $1M | — | — |
| Surmodics | 0.53% | Reduce −9.3% | 38,238 | $34.12 | $1M | −3,924 | +$24K |
| Signet Jewelers | 0.53% | Add +9.8% | 19,075 | $68.00 | $1M | +1,700 | +$304K |
| Walgreens Boots Alliance | 0.51% | Reduce −43.3% | 33,286 | $37.36 | $1M | −25,405 | −$598K |
| THO - Thor Inds | 0.44% | Reduce −0.5% | 14,340 | $75.49 | $1M | −75 | +$75K |
| BAX - Baxter Intl | 0.42% | Hold | 20,329 | $50.97 | $1M | — | — |
| CNX - Cnx Res | 0.42% | Reduce −0.5% | 61,490 | $16.84 | $1M | −310 | +$76K |
| COR - Amerisourcebergen | 0.40% | Hold | 5,960 | $165.71 | $988K | — | — |
| WMT - Walmart | 0.39% | Hold | 6,730 | $141.79 | $954K | — | — |
| KO - Coca Cola | 0.38% | Add +6.5% | 14,452 | $63.61 | $919K | +880 | +$159K |
| IGT - Ingredion | 0.36% | Hold | 8,864 | $97.93 | $868K | — | — |
| MMC - Marsh & Mclennan Cos | 0.34% | Reduce −4.4% | 5,050 | $165.48 | $836K | −235 | +$48K |
| WBD - Warner Bros Discovery | 0.34% | Add +19.8% | 87,313 | $9.48 | $828K | +14,458 | −$9K |
| MAC - Macerich | 0.33% | Reduce −3.6% | 71,490 | $11.26 | $805K | −2,660 | +$217K |
| HD - Home Depot | 0.33% | Add +0.4% | 2,548 | $315.86 | $805K | +10 | +$105K |
| UL - Unilever | 0.31% | Hold | 15,282 | $50.35 | $769K | — | — |
| LMT - Lockheed Martin | 0.29% | Reduce −1.7% | 1,456 | $486.49 | $708K | −25 | +$136K |
| DFAT - Dimensional ETF Trust | 0.28% | Reduce −5.5% | 15,635 | $43.95 | $687K | −915 | +$43K |
| CF - Cf Inds | 0.27% | New | 7,840 | $85.20 | $668K | +7,840 | +$668K |
| WY - Weyerhaeuser Mtn Be | 0.26% | Hold | 20,630 | $31.00 | $640K | — | — |
| WFC - Wells Fargo | 0.26% | Reduce −1.6% | 15,315 | $41.29 | $632K | −244 | +$7K |
| WRB - Berkley W R | 0.26% | Reduce −1.7% | 8,662 | $72.57 | $629K | −150 | +$60K |
| Farmland Partners | 0.24% | Hold | 47,800 | $12.46 | $596K | — | — |
| TJX - Tjx Cos | 0.23% | Hold | 7,200 | $79.60 | $573K | — | — |
| USB - US Bancorp Del | 0.23% | Add +4.0% | 13,098 | $43.61 | $571K | +505 | +$64K |
| DEO - Diageo | 0.23% | Add +7.2% | 3,117 | $178.19 | $555K | +210 | +$62K |
| DFAC - Dimensional ETF Trust | 0.22% | Hold | 22,504 | $24.28 | $546K | — | — |
| MMM - 3M | 0.22% | Reduce −11.2% | 4,546 | $119.92 | $545K | −576 | −$20K |
| AMAT - Applied Matls | 0.22% | Hold | 5,590 | $97.38 | $544K | — | — |
| XOM - Exxon Mobil | 0.21% | Reduce −2.5% | 4,660 | $110.30 | $514K | −120 | +$97K |
| GOOGL - Alphabet · CL A | 0.21% | Hold | 5,700 | $88.23 | $503K | — | — |
| CBOE - Cboe Global Mkts | 0.20% | New | 3,975 | $125.47 | $499K | +3,975 | +$499K |
| OSUR - Orasure Technologies | 0.20% | Reduce −13.3% | 100,250 | $4.82 | $483K | −15,400 | +$45K |
| COST - Costco Whsl | 0.20% | Hold | 1,055 | $456.50 | $482K | — | — |
| BRK.A - Berkshire Hathaway · CL A | 0.19% | Hold | 1 | $468,710 | $469K | — | — |
| JPM - Jpmorgan Chase & | 0.19% | Hold | 3,440 | $134.10 | $461K | — | — |
| MAA - Mid-Amer Apt Cmntys | 0.19% | Add +23.3% | 2,910 | $156.99 | $457K | +550 | +$92K |
| RIG - Transocean | 0.18% | New | 99,000 | $4.56 | $451K | +99,000 | +$451K |
| TPL - Texas Pacific Land | 0.18% | Reduce −10.3% | 192 | $2,344 | $450K | −22 | +$70K |
| TT - Trane Technologies | 0.18% | Hold | 2,575 | $168.09 | $433K | — | — |
| SPG - Simon Ppty Group | 0.17% | Add +7.6% | 3,470 | $117.48 | $408K | +245 | +$119K |
| MRNA - Moderna | 0.16% | Hold | 2,215 | $179.62 | $398K | — | — |
| DOW - DOW Inc | 0.16% | Add +5.4% | 7,750 | $50.39 | $391K | +400 | +$69K |
| BWA - Borgwarner | 0.15% | Hold | 9,195 | $40.25 | $370K | — | — |
| ABBV - Abbvie | 0.13% | Reduce −5.0% | 2,035 | $161.61 | $329K | −108 | +$42K |
| ENB - Enbridge | 0.13% | Add +11.7% | 7,960 | $39.10 | $311K | +836 | +$47K |
| LLY - Lilly Eli & | 0.12% | Hold | 786 | $365.84 | $288K | — | — |
| BMY - Bristol-Myers Squibb | 0.11% | Add +16.9% | 3,803 | $71.95 | $274K | +550 | +$43K |
| PARA - Paramount Global · CLASS B | 0.11% | New | 16,200 | $16.88 | $273K | +16,200 | +$273K |
| PSX - Phillips 66 | 0.11% | Hold | 2,605 | $104.08 | $271K | — | — |
| FUL - Fuller H B | 0.11% | Hold | 3,730 | $71.62 | $267K | — | — |
| WINA - Winmark | 0.10% | Hold | 1,000 | $235.83 | $236K | — | — |
| RIO - Rio Tinto | 0.09% | New | 3,250 | $71.20 | $231K | +3,250 | +$231K |
| BND - Vanguard Bd Index Fds | 0.09% | Reduce −28.4% | 4,695 | $49.00 | $230K | −1,864 | −$91K |
| NEM - Newmont | 0.09% | Reduce −82.6% | 4,711 | $47.20 | $222K | −22,305 | −$913K |
| EXPE - Expedia Group | 0.09% | Hold | 2,500 | $87.60 | $219K | — | — |
| CLF - Cleveland-Cliffs | 0.09% | Hold | 13,325 | $16.11 | $215K | — | — |
| CELC - Celcuity | 0.06% | Hold | 11,200 | $14.01 | $157K | — | — |
| Whitestone Reit | 0.06% | New | 15,300 | $9.64 | $147K | +15,300 | +$147K |
| AMCR - Amcor | 0.05% | Hold | 10,000 | $11.91 | $119K | — | — |
| GCI - Gannett | 0.01% | Reduce −22.7% | 17,000 | $2.03 | $35K | −5,000 | +$2K |
Showing top 50 of 116 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ZBH - Zimmer Biomet | 0.18% | Exit | 0 | $104.32 | $386K | −3,700 | −$386K |
| IFF - International Flavors & Fragrances | 0.16% | Exit | 0 | $90.58 | $348K | −3,842 | −$348K |
| Nordstrom | 0.12% | Exit | 0 | $16.67 | $257K | −15,415 | −$257K |
| EW - Edwards Lifesciences | 0.10% | Exit | 0 | $82.58 | $220K | −2,664 | −$220K |
| VFC - V F | 0.09% | Exit | 0 | $29.82 | $202K | −6,774 | −$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