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 Q4 2022 Q3, filed 6 Feb, long equity only

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BRK.B, Berkshire Hathaway Class B	3.50%, was 3.40%	Add +0.9%	27,724	$308.90	$8.6M	+237	+$1.2M
COP, ConocoPhillips	3.42%	Reduce −2.1%	70,771	$118.00	$8.4M	−1,500	+$955K
TRV, Travelers	2.86%, was 2.64%	Add +0.1%	37,270	$187.49	$7M	+30	+$1.3M
FHI, Federated Hermes	2.53%	Add +0.7%	170,091	$36.31	$6.2M	+1,100	+$580K
EMR, Emerson Electric	2.51%, was 2.15%	Add +0.3%	63,785	$96.06	$6.1M	+200	+$1.5M
PG, Procter & Gamble	2.48%, was 2.33%	Add +0.3%	40,059	$151.56	$6.1M	+115	+$1M
DVN, Devon Energy	2.37%, was 2.83%	Reduce −7.4%	94,030	$61.51	$5.8M	−7,535	−$323K
CVX, Chevron	2.35%	Reduce −2.2%	31,972	$179.49	$5.7M	−705	+$1M
PFE, Pfizer	2.32%, was 2.22%	Add +0.9%	110,849	$51.24	$5.7M	+1,042	+$875K
UPS	2.26%	Add +3.7%	31,749	$173.84	$5.5M	+1,125	+$572K
CTVA, Corteva	2.22%, was 2.57%	Reduce −5.2%	92,117	$58.78	$5.4M	−5,084	−$140K
MDT, Medtronic	2.20%	Add +1.3%	69,052	$77.72	$5.4M	+875	−$138K
MSFT, Microsoft	2.17%, was 2.41%	Reduce −1.2%	22,076	$239.82	$5.3M	−270	+$90K
SLB	2.16%, was 1.55%	Add +6.1%	98,873	$53.46	$5.3M	+5,660	+$1.9M
TGT, Target	2.01%, was 2.65%	Reduce −14.6%	32,992	$149.04	$4.9M	−5,630	−$814K
ABBNY, ABB	1.98%, was 1.84%	Add +2.3%	158,590	$30.46	$4.8M	+3,575	+$854K
CMCSA, Comcast	1.88%, was 1.46%	Add +22.0%	131,536	$34.97	$4.6M	+23,700	+$1.4M
INTC, Intel	1.84%, was 1.72%	Add +17.6%	169,955	$26.43	$4.5M	+25,482	+$769K
AIG	1.75%	Reduce −2.8%	67,700	$63.24	$4.3M	−1,925	+$976K
UNH, UnitedHealth Group	1.74%, was 1.98%	Reduce −5.0%	8,027	$530.18	$4.3M	−425	−$12K
APA	1.71%	Reduce −6.3%	89,670	$46.68	$4.2M	−6,070	+$913K
ALV, Autoliv	1.70%	Reduce −1.2%	54,165	$76.58	$4.1M	−670	+$495K
GD, General Dynamics	1.66%, was 1.74%	Reduce −7.6%	16,363	$248.11	$4.1M	−1,350	+$302K
KIM, Kimco Realty	1.65%, was 1.61%	Add +0.2%	189,807	$21.18	$4M	+365	+$533K
PNC	1.51%	Add +2.3%	23,370	$157.94	$3.7M	+525	+$278K
VZ, Verizon	1.49%, was 1.48%	Add +9.4%	92,339	$39.40	$3.6M	+7,942	+$434K
PEP, PepsiCo	1.38%	Add +0.8%	18,617	$180.66	$3.4M	+150	+$349K
BAC, Bank of America	1.37%	Hold	101,034	$33.12	$3.3M	—	—
KMB, Kimberly-Clark	1.36%	Reduce −1.2%	24,557	$135.75	$3.3M	−300	+$537K
MRK, Merck	1.35%, was 1.18%	Add +0.4%	29,631	$110.95	$3.3M	+118	+$747K
WTW, Willis Towers Watson	1.30%, was 1.20%	Add +0.1%	12,960	$244.58	$3.2M	+10	+$568K
JNJ, Johnson & Johnson	1.29%	Add +1.1%	17,901	$176.66	$3.2M	+200	+$271K
AAPL, Apple	1.27%, was 1.58%	Reduce −3.4%	23,892	$129.93	$3.1M	−846	−$314K
CMI, Cummins	1.24%	Reduce −0.4%	12,530	$242.29	$3M	−50	+$476K
BK, BNY	1.23%	Reduce −2.0%	65,791	$45.52	$3M	−1,325	+$410K
GIS, General Mills	1.21%, was 1.29%	Reduce −3.0%	35,316	$83.85	$3M	−1,075	+$174K
C, Citigroup	1.20%, was 1.28%	Reduce −2.5%	64,944	$45.23	$2.9M	−1,660	+$162K
FLS, Flowserve	1.17%	Reduce −0.1%	93,285	$30.68	$2.9M	−80	+$594K
NSC, Norfolk Southern	1.09%	Hold	10,770	$246.42	$2.7M	—	—
GOOG, Alphabet Class C	1.08%, was 1.33%	Reduce −0.9%	29,655	$88.73	$2.6M	−280	−$247K
AEM, Agnico Eagle Mines	1.06%, was 0.51%	Add +90.2%	49,600	$51.99	$2.6M	+23,518	+$1.5M
UNP, Union Pacific	1.04%, was 1.11%	Reduce −0.2%	12,316	$207.07	$2.6M	−25	+$146K
REGN, Regeneron	1.01%, was 1.13%	Reduce −3.3%	3,415	$721.49	$2.5M	−118	+$31K
NOK, Nokia	0.96%	Add +0.7%	506,395	$4.64	$2.3M	+3,400	+$203K
CSCO, Cisco	0.93%, was 0.84%	Add +4.9%	47,683	$47.64	$2.3M	+2,210	+$449K
OGN, Organon	0.92%, was 0.77%	Add +14.2%	80,789	$27.93	$2.3M	+10,046	+$601K
CL, Colgate-Palmolive	0.83%	Hold	25,734	$78.79	$2M	—	—
ITW, Illinois Tool Works	0.79%	Reduce −2.9%	8,790	$220.30	$1.9M	−260	+$302K
GOLD, Barrick Gold	0.73%, was 0.34%	Add +117.9%	103,480	$17.18	$1.8M	+55,980	+$1M
LOW, Lowe's	0.70%	Hold	8,565	$199.24	$1.7M	—	—
MOS, Mosaic	0.70%	Add +15.4%	38,875	$43.87	$1.7M	+5,200	+$78K
CCJ, Cameco	0.64%	Add +10.5%	69,520	$22.67	$1.6M	+6,600	−$92K
DIS, Disney	0.61%, was 0.88%	Reduce −15.0%	17,179	$86.88	$1.5M	−3,025	−$412K
Pioneer Natural Resources	0.56%, was 0.66%	Reduce −9.0%	6,031	$228.39	$1.4M	−600	−$58K
MDLZ, Mondelez	0.56%	Reduce −0.2%	20,574	$66.65	$1.4M	−40	+$241K
TTC, Toro	0.55%	Hold	11,884	$113.20	$1.3M	—	—
Surmodics	0.53%, was 0.59%	Reduce −9.3%	38,238	$34.12	$1.3M	−3,924	+$24K
Signet Jewelers	0.53%, was 0.46%	Add +9.8%	19,075	$68.00	$1.3M	+1,700	+$304K
Walgreens Boots Alliance	0.51%, was 0.85%	Reduce −43.3%	33,286	$37.36	$1.2M	−25,405	−$598K
THO, Thor Industries	0.44%, was 0.47%	Reduce −0.5%	14,340	$75.49	$1.1M	−75	+$75K
BAX, Baxter International	0.42%	Hold	20,329	$50.97	$1M	—	—
CNX, CNX Resources	0.42%, was 0.44%	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%, was 0.35%	Add +6.5%	14,452	$63.61	$919K	+880	+$159K
IGT, Ingredion	0.36%	Hold	8,864	$97.93	$868K	—	—
MMC, Marsh McLennan	0.34%, was 0.36%	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%, was 0.32%	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%, was 0.30%	Reduce −5.5%	15,635	$43.95	$687K	−915	+$43K
CF, CF Industries	0.27%	New	7,840	$85.20	$668K	+7,840	+$668K
WY, Weyerhaeuser Co. Mountain Be	0.26%	Hold	20,630	$31.00	$640K	—	—
WFC, Wells Fargo	0.26%, was 0.29%	Reduce −1.6%	15,315	$41.29	$632K	−244	+$7K
WRB, Berkley	0.26%	Reduce −1.7%	8,662	$72.57	$629K	−150	+$60K
Farmland Partners	0.24%	Hold	47,800	$12.46	$596K	—	—
TJX, TJX Companies	0.23%	Hold	7,200	$79.60	$573K	—	—
USB, U.S. Bancorp	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%, was 0.26%	Reduce −11.2%	4,546	$119.92	$545K	−576	−$20K
AMAT, Applied Materials	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 Class A	0.21%	Hold	5,700	$88.23	$503K	—	—
CBOE, Cboe Global Markets	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	0.20%	Hold	1,055	$456.50	$482K	—	—
BRK.A, Berkshire Hathaway Class 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%, was 0.17%	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 Property Group	0.17%, was 0.13%	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%, was 0.15%	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%, was 0.12%	Add +11.7%	7,960	$39.10	$311K	+836	+$47K
LLY, Eli Lilly	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	0.11%	New	16,200	$16.88	$273K	+16,200	+$273K
PSX, Phillips 66	0.11%	Hold	2,605	$104.08	$271K	—	—
FUL, Fuller	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 Bond Index Funds	0.09%, was 0.15%	Reduce −28.4%	4,695	$49.00	$230K	−1,864	−$91K
NEM, Newmont	0.09%, was 0.53%	Reduce −82.6%	4,711	$47.20	$222K	−22,305	−$913K
EXPE, Expedia	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%, was 0.02%	Reduce −22.7%	17,000	$2.03	$35K	−5,000	+$2K

Showing top 50 of 116 by value

Exits / last held

Gone since 2022 Q3, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
ZBH, Zimmer Biomet	0.18%	Exit	$104.32	$386K	−3,700	−$386K
IFF, International Flavors & Fragrances	0.16%	Exit	$90.58	$348K	−3,842	−$348K
Nordstrom	0.12%	Exit	$16.67	$257K	−15,415	−$257K
EW, Edwards Lifesciences	0.10%	Exit	$82.58	$220K	−2,664	−$220K
VFC, V	0.09%	Exit	$29.82	$202K	−6,774	−$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