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 | 3.87% | Reduce −2.4% | 26,360 | $341.00 | $9M | −650 | +$649K |
| MSFT - Microsoft | 3.08% | Reduce −3.9% | 21,017 | $340.54 | $7M | −859 | +$850K |
| COP - Conocophillips | 2.99% | Reduce −1.7% | 67,111 | $103.61 | $7M | −1,150 | +$181K |
| TRV - Travelers Companies | 2.73% | Reduce −1.3% | 36,525 | $173.66 | $6M | −465 | +$2K |
| MDT - Medtronic | 2.67% | Add +1.1% | 70,432 | $88.10 | $6M | +800 | +$591K |
| FHI - Federated Hermes · CL B | 2.61% | Add +0.4% | 168,791 | $35.85 | $6M | +700 | −$696K |
| INTC - Intel | 2.60% | Reduce −1.7% | 180,345 | $33.44 | $6M | −3,200 | +$34K |
| PG - Procter And Gamble | 2.57% | Reduce −1.3% | 39,334 | $151.74 | $6M | −525 | +$42K |
| UPS - United Parcel Service · CL B | 2.50% | Add +0.6% | 32,379 | $179.25 | $6M | +200 | −$438K |
| CMCSA - Comcast · CL A | 2.32% | Reduce −0.8% | 129,416 | $41.55 | $5M | −1,050 | +$431K |
| SLB - Schlumberger | 2.12% | Reduce −1.0% | 100,173 | $49.12 | $5M | −1,000 | −$47K |
| CTVA - Corteva | 2.10% | Reduce −3.3% | 85,087 | $57.30 | $5M | −2,905 | −$431K |
| DVN - Devon Energy | 1.96% | Reduce −1.4% | 93,910 | $48.34 | $5M | −1,350 | −$281K |
| EMR - Emerson Elec | 1.94% | Reduce −21.3% | 49,775 | $90.39 | $4M | −13,510 | −$1M |
| ALV - Autoliv | 1.92% | Reduce −1.3% | 52,400 | $85.04 | $4M | −715 | −$503K |
| AAPL - Apple | 1.92% | Reduce −2.2% | 22,943 | $193.97 | $4M | −524 | +$581K |
| UNP - Union Pac | 1.88% | Add +0.1% | 21,363 | $204.62 | $4M | +25 | +$77K |
| PFE - Pfizer | 1.84% | Add +4.9% | 116,564 | $36.68 | $4M | +5,450 | −$258K |
| CVX - Chevron | 1.82% | Reduce −6.5% | 26,882 | $157.35 | $4M | −1,875 | −$462K |
| TGT - Target | 1.81% | Reduce −1.2% | 31,842 | $131.90 | $4M | −400 | −$1M |
| AIG - American Intl Group | 1.62% | Add +0.9% | 65,500 | $57.54 | $4M | +600 | +$501K |
| UNH - Unitedhealth Group | 1.61% | Reduce −1.8% | 7,777 | $480.64 | $4M | −140 | −$4K |
| KIM - Kimco Rlty | 1.58% | Reduce −0.9% | 186,407 | $19.72 | $4M | −1,600 | +$4K |
| APA — | 1.56% | Add +1.1% | 106,300 | $34.17 | $4M | +1,200 | −$158K |
| GOOG - Alphabet · CL C | 1.52% | Hold | 29,250 | $120.97 | $4M | — | — |
| C - Citigroup | 1.49% | Add +14.5% | 74,924 | $46.04 | $3M | +9,485 | +$381K |
| FLS - Flowserve | 1.47% | Reduce −1.9% | 92,135 | $37.15 | $3M | −1,800 | +$229K |
| GD - General Dynamics | 1.46% | Reduce −1.3% | 15,723 | $215.15 | $3M | −200 | −$251K |
| VZ - Verizon Communications | 1.44% | Reduce −2.4% | 89,989 | $37.19 | $3M | −2,230 | −$240K |
| PEP - Pepsico | 1.43% | Reduce −3.6% | 17,952 | $185.22 | $3M | −665 | −$69K |
| KMB - Kimberly-Clark | 1.39% | Hold | 23,382 | $138.06 | $3M | — | — |
| MRK - Merck & | 1.32% | Reduce −3.5% | 26,591 | $115.39 | $3M | −970 | +$136K |
| WTW - Willis Towers Watson | 1.32% | Add +2.4% | 12,970 | $235.50 | $3M | +300 | +$110K |
| JNJ - Johnson & Johnson | 1.28% | Hold | 17,901 | $165.53 | $3M | — | — |
| PNC - Pnc Finl Svcs Group | 1.19% | Reduce −19.7% | 21,874 | $125.95 | $3M | −5,360 | −$706K |
| GIS - General Mls | 1.14% | Reduce −1.3% | 34,416 | $76.70 | $3M | −450 | −$340K |
| CSCO - Cisco Sys | 1.11% | Add +2.2% | 49,683 | $51.71 | $3M | +1,046 | +$35K |
| BAC - Bank of America | 1.11% | Reduce −8.1% | 89,536 | $28.69 | $3M | −7,900 | −$218K |
| AEM - Agnico Eagle Mines | 1.08% | Reduce −0.3% | 50,221 | $49.98 | $3M | −137 | −$57K |
| NSC - Norfolk Southn | 1.08% | Add +0.5% | 11,050 | $226.76 | $3M | +50 | +$174K |
| CMI - Cummins | 1.04% | Reduce −20.7% | 9,835 | $245.16 | $2M | −2,575 | −$553K |
| CCJ - Cameco | 1.03% | Reduce −6.7% | 76,620 | $31.33 | $2M | −5,500 | +$251K |
| REGN - Regeneron Pharmaceuticals | 0.97% | Reduce −5.2% | 3,119 | $718.54 | $2M | −172 | −$463K |
| BK - Bank New York Mellon | 0.92% | Reduce −8.7% | 48,116 | $44.52 | $2M | −4,575 | −$252K |
| NOK - Nokia | 0.90% | Reduce −2.8% | 502,050 | $4.16 | $2M | −14,445 | −$447K |
| ITW - Illinois Tool Wks | 0.88% | Reduce −0.5% | 8,140 | $250.16 | $2M | −45 | +$44K |
| CL - Colgate Palmolive | 0.85% | Hold | 25,734 | $77.04 | $2M | — | — |
| LOW - Lowes Cos | 0.80% | Reduce −3.4% | 8,275 | $225.70 | $2M | −290 | +$155K |
| HII - Huntington Ingalls Inds | 0.79% | New | 8,055 | $227.60 | $2M | +8,055 | +$2M |
| GOLD - Barrick Gold | 0.77% | Reduce −4.5% | 105,600 | $16.93 | $2M | −5,000 | −$266K |
| DIS - Disney Walt | 0.66% | Add +0.5% | 17,069 | $89.28 | $2M | +90 | −$176K |
| THO - Thor Inds | 0.64% | Hold | 14,340 | $103.50 | $1M | — | — |
| MDLZ - Mondelez Intl · CL A | 0.63% | Reduce −3.4% | 20,050 | $72.94 | $1M | −700 | +$16K |
| Signet Jewelers | 0.61% | Add +17.0% | 21,585 | $65.26 | $1M | +3,135 | −$26K |
| WBD - Warner Bros Discovery | 0.55% | Reduce −14.6% | 102,738 | $12.54 | $1M | −17,500 | −$527K |
| TTC - TORO | 0.52% | Hold | 11,884 | $101.65 | $1M | — | — |
| COR - Amerisourcebergen | 0.48% | Hold | 5,785 | $192.43 | $1M | — | — |
| MOS - Mosaic | 0.48% | Reduce −27.4% | 31,570 | $35.00 | $1M | −11,905 | −$890K |
| CNX - Cnx Res | 0.47% | Hold | 61,490 | $17.72 | $1M | — | — |
| WMT - Walmart | 0.46% | Hold | 6,730 | $157.18 | $1M | — | — |
| WFC - Wells Fargo | 0.45% | Add +4.5% | 24,270 | $42.68 | $1M | +1,055 | +$168K |
| MMC - Marsh & Mclennan Cos | 0.41% | Hold | 5,050 | $188.08 | $950K | — | — |
| NTR - Nutrien | 0.41% | New | 16,045 | $59.05 | $947K | +16,045 | +$947K |
| IGT - Ingredion | 0.40% | Hold | 8,864 | $105.95 | $939K | — | — |
| RIO - Rio Tinto | 0.38% | Add +72.9% | 13,760 | $63.84 | $878K | +5,800 | +$332K |
| KO - Coca Cola | 0.37% | Hold | 14,452 | $60.22 | $870K | — | — |
| UL - Unilever | 0.34% | Hold | 15,082 | $52.13 | $786K | — | — |
| BAX - Baxter Intl | 0.34% | Reduce −9.7% | 17,236 | $45.56 | $785K | −1,858 | +$11K |
| HD - Home Depot | 0.34% | Hold | 2,508 | $310.64 | $779K | — | — |
| AMAT - Applied Matls | 0.34% | Hold | 5,390 | $144.54 | $779K | — | — |
| DFAT - Dimensional ETF Trust | 0.31% | Add +0.3% | 15,718 | $46.39 | $729K | +49 | +$32K |
| Walgreens Boots Alliance | 0.30% | Reduce −8.1% | 24,346 | $28.49 | $694K | −2,140 | −$222K |
| GOOGL - Alphabet · CL A | 0.29% | Hold | 5,700 | $119.70 | $682K | — | — |
| RIG - Transocean | 0.29% | Reduce −6.0% | 94,550 | $7.01 | $663K | −6,000 | +$23K |
| WY - Weyerhaeuser Mtn Be | 0.28% | Reduce −1.8% | 19,680 | $33.51 | $659K | −360 | +$56K |
| LMT - Lockheed Martin | 0.28% | Hold | 1,406 | $460.38 | $647K | — | — |
| DFAC - Dimensional ETF Trust | 0.26% | Hold | 22,504 | $27.15 | $611K | — | — |
| TJX - Tjx Cos | 0.26% | Hold | 7,200 | $84.79 | $610K | — | — |
| Pioneer Nat Res | 0.25% | Reduce −53.8% | 2,761 | $207.18 | $572K | −3,220 | −$650K |
| COST - Costco Whsl | 0.24% | Hold | 1,055 | $538.38 | $568K | — | — |
| DEO - Diageo | 0.24% | Add +4.5% | 3,257 | $173.48 | $565K | +140 | $— |
| BWA - Borgwarner | 0.24% | Add +23.9% | 11,395 | $48.91 | $557K | +2,200 | +$106K |
| CBOE - Cboe Global Mkts | 0.24% | Hold | 3,975 | $138.01 | $549K | — | — |
| BRK.A - Berkshire Hathaway · CL A | 0.22% | Hold | 1 | $517,810 | $518K | — | — |
| WRB - Berkley W R | 0.22% | Hold | 8,662 | $59.56 | $516K | — | — |
| CF - Cf Inds | 0.22% | Reduce −40.1% | 7,215 | $69.42 | $501K | −4,825 | −$372K |
| JPM - Jpmorgan Chase & | 0.22% | Hold | 3,440 | $145.44 | $500K | — | — |
| XOM - Exxon Mobil | 0.22% | Hold | 4,660 | $107.25 | $500K | — | — |
| TT - Trane Technologies | 0.21% | Hold | 2,575 | $191.26 | $492K | — | — |
| SPG - Simon Ppty Group | 0.19% | Add +9.5% | 3,800 | $115.48 | $439K | +330 | +$50K |
| OSUR - Orasure Technologies | 0.19% | Reduce −8.9% | 87,350 | $5.01 | $438K | −8,500 | −$142K |
| MAA - Mid-Amer Apt Cmntys | 0.18% | Reduce −4.6% | 2,775 | $151.86 | $421K | −135 | −$18K |
| DOW - DOW Inc | 0.18% | Hold | 7,750 | $53.26 | $413K | — | — |
| MAC - Macerich | 0.15% | Reduce −55.7% | 30,785 | $11.27 | $347K | −38,705 | −$390K |
| WINA - Winmark | 0.14% | Hold | 1,000 | $332.47 | $332K | — | — |
| VTV - Vanguard Index Fds | 0.13% | Reduce −0.7% | 2,119 | $142.10 | $301K | −15 | +$6K |
| ENB - Enbridge | 0.13% | Hold | 7,960 | $37.15 | $296K | — | — |
| LLY - Lilly Eli & | 0.12% | Hold | 586 | $468.98 | $275K | — | — |
| EXPE - Expedia Group | 0.12% | Hold | 2,500 | $109.39 | $273K | — | — |
| MRNA - Moderna | 0.12% | Hold | 2,215 | $121.50 | $269K | — | — |
| FUL - Fuller H B | 0.11% | Hold | 3,730 | $71.51 | $267K | — | — |
| EW - Edwards Lifesciences | 0.11% | Hold | 2,664 | $94.33 | $251K | — | — |
| BMY - Bristol-Myers Squibb | 0.10% | Hold | 3,803 | $63.95 | $243K | — | — |
| ABBV - Abbvie | 0.10% | Reduce −4.0% | 1,785 | $134.73 | $240K | −75 | −$56K |
| BND - Vanguard Bd Index Fds | 0.10% | Hold | 4,695 | $49.16 | $231K | — | — |
| CLF - Cleveland-Cliffs | 0.10% | Hold | 13,325 | $16.76 | $223K | — | — |
| URI - United Rentals | 0.10% | New | 500 | $445.37 | $223K | +500 | +$223K |
| Whitestone Reit | 0.07% | Hold | 15,700 | $9.70 | $152K | — | — |
| CELC - Celcuity | 0.05% | Hold | 11,200 | $10.98 | $123K | — | — |
| AMCR - Amcor | 0.04% | Hold | 10,000 | $9.98 | $100K | — | — |
| GCI - Gannett | 0.03% | Add +64.7% | 28,000 | $2.25 | $63K | +11,000 | +$31K |
| KOPN - Kopin | 0.01% | New | 11,200 | $2.15 | $24K | +11,200 | +$24K |
Showing top 50 of 112 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ABBNY - ABB | 2.18% | Exit | 0 | $34.30 | $5M | −153,590 | −$5M |
| OGN - Organon & | 0.24% | Exit | 0 | $23.50 | $590K | −25,105 | −$590K |
| USB - US Bancorp Del | 0.22% | Exit | 0 | $36.02 | $538K | −14,937 | −$538K |
| MMM - 3M | 0.14% | Exit | 0 | $105.09 | $328K | −3,121 | −$328K |
| TPL - Texas Pacific Land | 0.12% | Exit | 0 | $1,703 | $293K | −172 | −$293K |
| NEM - Newmont | 0.10% | Exit | 0 | $49.01 | $251K | −5,121 | −$251K |
| Farmland Partners | 0.10% | Exit | 0 | $10.68 | $235K | −22,000 | −$235K |
| PSX - Phillips 66 | 0.08% | Exit | 0 | $101.25 | $203K | −2,005 | −$203K |
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