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 | 3.46% | Reduce −2.6% | 27,010 | $308.77 | $8M | −714 | −$224K |
| COP - Conocophillips | 2.81% | Reduce −3.5% | 68,261 | $99.21 | $7M | −2,510 | −$2M |
| FHI - Federated Hermes · CL B | 2.80% | Reduce −1.2% | 168,091 | $40.14 | $7M | −2,000 | +$571K |
| TRV - Travelers Companies | 2.63% | Reduce −0.8% | 36,990 | $171.41 | $6M | −280 | −$647K |
| MSFT - Microsoft | 2.61% | Reduce −0.9% | 21,876 | $288.30 | $6M | −200 | +$1M |
| UPS - United Parcel Service · CL B | 2.59% | Add +1.4% | 32,179 | $193.99 | $6M | +430 | +$723K |
| INTC - Intel | 2.48% | Add +8.0% | 183,545 | $32.67 | $6M | +13,590 | +$2M |
| PG - Procter And Gamble | 2.46% | Reduce −0.5% | 39,859 | $148.69 | $6M | −200 | −$145K |
| MDT - Medtronic | 2.33% | Add +0.8% | 69,632 | $80.62 | $6M | +580 | +$247K |
| EMR - Emerson Elec | 2.29% | Reduce −0.8% | 63,285 | $87.14 | $6M | −500 | −$613K |
| TGT - Target | 2.21% | Reduce −2.3% | 32,242 | $165.63 | $5M | −750 | +$423K |
| CTVA - Corteva | 2.20% | Reduce −4.5% | 87,992 | $60.31 | $5M | −4,125 | −$108K |
| ABBNY - ABB | 2.18% | Reduce −3.2% | 153,590 | $34.30 | $5M | −5,000 | +$437K |
| SLB - Schlumberger | 2.06% | Add +2.3% | 101,173 | $49.10 | $5M | +2,300 | −$318K |
| ALV - Autoliv | 2.05% | Reduce −1.9% | 53,115 | $93.36 | $5M | −1,050 | +$811K |
| CMCSA - Comcast · CL A | 2.05% | Reduce −0.8% | 130,466 | $37.91 | $5M | −1,070 | +$346K |
| DVN - Devon Energy | 2.00% | Add +1.3% | 95,260 | $50.61 | $5M | +1,230 | −$963K |
| CVX - Chevron | 1.94% | Reduce −10.1% | 28,757 | $163.16 | $5M | −3,215 | −$1M |
| PFE - Pfizer | 1.88% | Add +0.2% | 111,114 | $40.80 | $5M | +265 | −$1M |
| UNP - Union Pac | 1.78% | Add +73.3% | 21,338 | $201.26 | $4M | +9,022 | +$2M |
| AAPL - Apple | 1.60% | Reduce −1.8% | 23,467 | $164.90 | $4M | −425 | +$765K |
| APA — | 1.57% | Add +17.2% | 105,100 | $36.06 | $4M | +15,430 | −$396K |
| UNH - Unitedhealth Group | 1.55% | Reduce −1.4% | 7,917 | $472.59 | $4M | −110 | −$514K |
| KIM - Kimco Rlty | 1.52% | Reduce −0.9% | 188,007 | $19.53 | $4M | −1,800 | −$348K |
| GD - General Dynamics | 1.51% | Reduce −2.7% | 15,923 | $228.21 | $4M | −440 | −$426K |
| VZ - Verizon Communications | 1.49% | Reduce −0.1% | 92,219 | $38.89 | $4M | −120 | −$52K |
| PNC - Pnc Finl Svcs Group | 1.43% | Add +16.5% | 27,234 | $127.10 | $3M | +3,864 | −$230K |
| PEP - Pepsico | 1.41% | Hold | 18,617 | $182.30 | $3M | — | — |
| AIG - American Intl Group | 1.35% | Reduce −4.1% | 64,900 | $50.36 | $3M | −2,800 | −$1M |
| FLS - Flowserve | 1.32% | Add +0.7% | 93,935 | $34.00 | $3M | +650 | +$332K |
| KMB - Kimberly-Clark | 1.30% | Reduce −4.8% | 23,382 | $134.22 | $3M | −1,175 | −$195K |
| C - Citigroup | 1.27% | Add +0.8% | 65,439 | $46.89 | $3M | +495 | +$131K |
| GOOG - Alphabet · CL C | 1.26% | Reduce −1.4% | 29,250 | $104.00 | $3M | −405 | +$411K |
| GIS - General Mls | 1.23% | Reduce −1.3% | 34,866 | $85.46 | $3M | −450 | +$18K |
| CMI - Cummins | 1.23% | Reduce −1.0% | 12,410 | $238.88 | $3M | −120 | −$71K |
| WTW - Willis Towers Watson | 1.22% | Reduce −2.2% | 12,670 | $232.38 | $3M | −290 | −$226K |
| MRK - Merck & | 1.21% | Reduce −7.0% | 27,561 | $106.39 | $3M | −2,070 | −$355K |
| BAC - Bank of America | 1.15% | Reduce −3.6% | 97,436 | $28.60 | $3M | −3,598 | −$560K |
| JNJ - Johnson & Johnson | 1.15% | Hold | 17,901 | $155.01 | $3M | — | — |
| REGN - Regeneron Pharmaceuticals | 1.12% | Reduce −3.6% | 3,291 | $821.67 | $3M | −124 | +$240K |
| AEM - Agnico Eagle Mines | 1.06% | Add +1.5% | 50,358 | $50.97 | $3M | +758 | −$12K |
| NOK - Nokia | 1.05% | Add +2.0% | 516,495 | $4.91 | $3M | +10,100 | +$186K |
| CSCO - Cisco Sys | 1.05% | Add +2.0% | 48,637 | $52.11 | $3M | +954 | +$263K |
| BK - Bank New York Mellon | 0.99% | Reduce −19.9% | 52,691 | $45.44 | $2M | −13,100 | −$601K |
| NSC - Norfolk Southn | 0.97% | Add +2.1% | 11,000 | $212.00 | $2M | +230 | −$322K |
| CCJ - Cameco | 0.89% | Add +18.1% | 82,120 | $26.17 | $2M | +12,600 | +$573K |
| GOLD - Barrick Gold | 0.85% | Add +6.9% | 110,600 | $18.57 | $2M | +7,120 | +$276K |
| MOS - Mosaic | 0.83% | Add +11.8% | 43,475 | $45.88 | $2M | +4,600 | +$289K |
| ITW - Illinois Tool Wks | 0.83% | Reduce −6.9% | 8,185 | $243.45 | $2M | −605 | +$56K |
| CL - Colgate Palmolive | 0.80% | Hold | 25,734 | $75.15 | $2M | — | — |
| WBD - Warner Bros Discovery | 0.75% | Add +37.7% | 120,238 | $15.10 | $2M | +32,925 | +$988K |
| LOW - Lowes Cos | 0.71% | Hold | 8,565 | $199.97 | $2M | — | — |
| DIS - Disney Walt | 0.70% | Reduce −1.2% | 16,979 | $100.13 | $2M | −200 | +$208K |
| MDLZ - Mondelez Intl · CL A | 0.60% | Add +0.9% | 20,750 | $69.72 | $1M | +176 | +$75K |
| Signet Jewelers | 0.59% | Reduce −3.3% | 18,450 | $77.78 | $1M | −625 | +$138K |
| TTC - TORO | 0.55% | Hold | 11,884 | $111.16 | $1M | — | — |
| Pioneer Nat Res | 0.51% | Reduce −0.8% | 5,981 | $204.24 | $1M | −50 | −$156K |
| THO - Thor Inds | 0.47% | Hold | 14,340 | $79.64 | $1M | — | — |
| WMT - Walmart | 0.41% | Hold | 6,730 | $147.45 | $992K | — | — |
| CNX - Cnx Res | 0.41% | Hold | 61,490 | $16.02 | $985K | — | — |
| COR - Amerisourcebergen | 0.38% | Reduce −2.9% | 5,785 | $160.11 | $926K | −175 | −$61K |
| Walgreens Boots Alliance | 0.38% | Reduce −20.4% | 26,486 | $34.58 | $916K | −6,800 | −$328K |
| IGT - Ingredion | 0.37% | Hold | 8,864 | $101.73 | $902K | — | — |
| KO - Coca Cola | 0.37% | Hold | 14,452 | $62.03 | $896K | — | — |
| CF - Cf Inds | 0.36% | Add +53.6% | 12,040 | $72.49 | $873K | +4,200 | +$205K |
| WFC - Wells Fargo | 0.36% | Add +51.6% | 23,215 | $37.38 | $868K | +7,900 | +$235K |
| MMC - Marsh & Mclennan Cos | 0.35% | Hold | 5,050 | $166.55 | $841K | — | — |
| UL - Unilever | 0.32% | Reduce −1.3% | 15,082 | $51.93 | $783K | −200 | +$14K |
| BAX - Baxter Intl | 0.32% | Reduce −6.1% | 19,094 | $40.56 | $774K | −1,235 | −$262K |
| HD - Home Depot | 0.31% | Reduce −1.6% | 2,508 | $295.12 | $740K | −40 | −$65K |
| MAC - Macerich | 0.31% | Reduce −2.8% | 69,490 | $10.60 | $737K | −2,000 | −$68K |
| DFAT - Dimensional ETF Trust | 0.29% | Add +0.2% | 15,669 | $44.50 | $697K | +34 | +$10K |
| LMT - Lockheed Martin | 0.28% | Reduce −3.4% | 1,406 | $472.73 | $665K | −50 | −$44K |
| AMAT - Applied Matls | 0.27% | Reduce −3.6% | 5,390 | $122.83 | $662K | −200 | +$118K |
| RIG - Transocean | 0.26% | Add +1.6% | 100,550 | $6.36 | $639K | +1,550 | +$188K |
| WY - Weyerhaeuser Mtn Be | 0.25% | Reduce −2.9% | 20,040 | $30.13 | $604K | −590 | −$36K |
| GOOGL - Alphabet · CL A | 0.24% | Hold | 5,700 | $103.73 | $591K | — | — |
| OGN - Organon & | 0.24% | Reduce −68.9% | 25,105 | $23.52 | $590K | −55,684 | −$2M |
| OSUR - Orasure Technologies | 0.24% | Reduce −4.4% | 95,850 | $6.05 | $580K | −4,400 | +$97K |
| DFAC - Dimensional ETF Trust | 0.24% | Hold | 22,504 | $25.48 | $573K | — | — |
| DEO - Diageo | 0.23% | Hold | 3,117 | $181.18 | $565K | — | — |
| TJX - Tjx Cos | 0.23% | Hold | 7,200 | $78.36 | $564K | — | — |
| RIO - Rio Tinto | 0.23% | Add +144.9% | 7,960 | $68.60 | $546K | +4,710 | +$315K |
| WRB - Berkley W R | 0.22% | Hold | 8,662 | $62.26 | $539K | — | — |
| USB - US Bancorp Del | 0.22% | Add +14.0% | 14,937 | $36.05 | $538K | +1,839 | −$33K |
| CBOE - Cboe Global Mkts | 0.22% | Hold | 3,975 | $134.24 | $534K | — | — |
| COST - Costco Whsl | 0.22% | Hold | 1,055 | $496.87 | $524K | — | — |
| XOM - Exxon Mobil | 0.21% | Hold | 4,660 | $109.66 | $511K | — | — |
| TT - Trane Technologies | 0.20% | Hold | 2,575 | $183.98 | $474K | — | — |
| BRK.A - Berkshire Hathaway · CL A | 0.19% | Hold | 1 | $465,600 | $466K | — | — |
| BWA - Borgwarner | 0.19% | Hold | 9,195 | $49.11 | $452K | — | — |
| JPM - Jpmorgan Chase & | 0.19% | Hold | 3,440 | $130.31 | $448K | — | — |
| MAA - Mid-Amer Apt Cmntys | 0.18% | Hold | 2,910 | $151.04 | $440K | — | — |
| DOW - DOW Inc | 0.18% | Hold | 7,750 | $54.82 | $425K | — | — |
| SPG - Simon Ppty Group | 0.16% | Hold | 3,470 | $111.97 | $389K | — | — |
| MRNA - Moderna | 0.14% | Hold | 2,215 | $153.58 | $340K | — | — |
| MMM - 3M | 0.14% | Reduce −31.3% | 3,121 | $105.11 | $328K | −1,425 | −$217K |
| WINA - Winmark | 0.13% | Hold | 1,000 | $320.43 | $320K | — | — |
| ENB - Enbridge | 0.13% | Hold | 7,960 | $38.15 | $304K | — | — |
| ABBV - Abbvie | 0.12% | Reduce −8.6% | 1,860 | $159.37 | $296K | −175 | −$32K |
| VTV - Vanguard Index Fds | 0.12% | New | 2,134 | $138.11 | $295K | +2,134 | +$295K |
| TPL - Texas Pacific Land | 0.12% | Reduce −10.4% | 172 | $1,701 | $293K | −20 | −$158K |
| BMY - Bristol-Myers Squibb | 0.11% | Hold | 3,803 | $69.31 | $264K | — | — |
| FUL - Fuller H B | 0.11% | Hold | 3,730 | $68.45 | $255K | — | — |
| NEM - Newmont | 0.10% | Add +8.7% | 5,121 | $49.02 | $251K | +410 | +$29K |
| CLF - Cleveland-Cliffs | 0.10% | Hold | 13,325 | $18.33 | $244K | — | — |
| EXPE - Expedia Group | 0.10% | Hold | 2,500 | $97.03 | $243K | — | — |
| Farmland Partners | 0.10% | Reduce −54.0% | 22,000 | $10.70 | $235K | −25,800 | −$360K |
| BND - Vanguard Bd Index Fds | 0.10% | Hold | 4,695 | $49.24 | $231K | — | — |
| EW - Edwards Lifesciences | 0.09% | New | 2,664 | $82.73 | $220K | +2,664 | +$220K |
| PSX - Phillips 66 | 0.08% | Reduce −23.0% | 2,005 | $101.38 | $203K | −600 | −$68K |
| LLY - Lilly Eli & | 0.08% | Reduce −25.4% | 586 | $343.42 | $201K | −200 | −$86K |
| Whitestone Reit | 0.06% | Add +2.6% | 15,700 | $9.20 | $144K | +400 | −$3K |
| CELC - Celcuity | 0.05% | Hold | 11,200 | $10.25 | $115K | — | — |
| AMCR - Amcor | 0.05% | Hold | 10,000 | $11.38 | $114K | — | — |
| GCI - Gannett | 0.01% | Hold | 17,000 | $1.87 | $32K | — | — |
Showing top 50 of 116 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Surmodics | 0.53% | Exit | 0 | $34.13 | $1M | −38,238 | −$1M |
| PARA - Paramount Global · CLASS B | 0.11% | Exit | 0 | $16.85 | $273K | −16,200 | −$273K |
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