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

2024 Q1 2023 Q4, filed 12 Apr, long equity only

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BRK.B, Berkshire Hathaway Class B	3.98%	Reduce −3.6%	24,192	$420.52	$10M	−893	+$1.2M
TRV, Travelers	3.30%	Reduce −0.1%	36,580	$230.14	$8.4M	−40	+$1.4M
COP, ConocoPhillips	3.17%	Reduce −0.5%	63,611	$127.28	$8.1M	−325	+$675K
INTC, Intel	2.98%, was 3.73%	Reduce −3.9%	172,150	$44.17	$7.6M	−7,065	−$1.4M
MDT, Medtronic	2.68%, was 2.61%	Add +2.8%	78,675	$87.15	$6.9M	+2,170	+$554K
MSFT, Microsoft	2.68%, was 2.88%	Reduce −12.0%	16,283	$420.72	$6.9M	−2,226	−$110K
PG, Procter & Gamble	2.34%	Reduce −1.0%	36,915	$162.25	$6M	−385	+$524K
CMCSA, Comcast	2.19%	Add +0.3%	128,895	$43.35	$5.6M	+400	−$47K
ALV, Autoliv	2.18%	Reduce −1.2%	46,315	$120.43	$5.6M	−560	+$413K
TGT, Target	2.16%	Reduce −2.5%	31,210	$177.21	$5.5M	−805	+$971K
SLB	2.12%	Add +0.2%	98,689	$54.81	$5.4M	+200	+$284K
UNP, Union Pacific	2.09%	Hold	21,753	$245.93	$5.3M	—	—
CTVA, Corteva	1.90%, was 1.65%	Add +0.9%	84,052	$57.67	$4.8M	+745	+$855K
DVN, Devon Energy	1.86%, was 1.76%	Add +0.8%	94,510	$50.18	$4.7M	+705	+$493K
EMR, Emerson Electric	1.81%	Reduce −3.0%	40,751	$113.42	$4.6M	−1,255	+$534K
UPS	1.75%	Add +1.0%	30,064	$148.63	$4.5M	+285	−$214K
AIG	1.75%	Reduce −0.3%	57,150	$78.17	$4.5M	−200	+$582K
GD, General Dynamics	1.70%	Hold	15,360	$282.49	$4.3M	—	—
CVX, Chevron	1.59%, was 1.61%	Reduce −0.8%	25,807	$157.74	$4.1M	−200	+$192K
FHI, Federated Hermes	1.56%, was 1.92%	Reduce −19.6%	110,056	$36.12	$4M	−26,872	−$661K
C, Citigroup	1.55%	Reduce −0.7%	62,419	$63.24	$3.9M	−425	+$715K
APA	1.49%	Add +4.0%	110,910	$34.38	$3.8M	+4,215	−$15K
UNH, UnitedHealth Group	1.47%	Hold	7,609	$494.70	$3.8M	—	—
KIM, Kimco Realty	1.43%, was 1.67%	Reduce −1.3%	186,407	$19.61	$3.7M	−2,465	−$369K
AEM, Agnico Eagle Mines	1.41%, was 1.34%	Add +2.1%	60,182	$59.65	$3.6M	+1,266	+$358K
GOOG, Alphabet Class C	1.39%, was 1.60%	Reduce −14.9%	23,350	$152.26	$3.6M	−4,080	−$310K
CNH, CNH Industrial	1.39%, was 1.27%	Add +8.4%	274,060	$12.96	$3.6M	+21,260	+$473K
PFE, Pfizer	1.39%, was 1.53%	Reduce −0.9%	127,624	$27.75	$3.5M	−1,205	−$167K
FLS, Flowserve	1.38%, was 1.48%	Reduce −11.3%	77,225	$45.68	$3.5M	−9,790	−$59K
WTW, Willis Towers Watson	1.38%	Hold	12,810	$275.00	$3.5M	—	—
MRK, Merck	1.35%	Reduce −0.3%	26,136	$131.95	$3.4M	−85	+$590K
AAPL, Apple	1.32%, was 1.74%	Reduce −9.9%	19,638	$171.48	$3.4M	−2,155	−$828K
CCJ, Cameco	1.28%	Add +0.3%	75,720	$43.32	$3.3M	+200	+$25K
PNC	1.28%, was 1.31%	Reduce −0.5%	20,279	$161.60	$3.3M	−100	+$121K
BAC, Bank of America	1.22%	Reduce −1.4%	82,276	$37.92	$3.1M	−1,175	+$310K
PEP, PepsiCo	1.20%, was 1.25%	Reduce −0.8%	17,587	$175.01	$3.1M	−140	+$67K
KMB, Kimberly-Clark	1.17%	Reduce −0.4%	23,072	$129.35	$3M	−100	+$169K
NSC, Norfolk Southern	1.08%	Reduce −0.2%	10,825	$254.87	$2.8M	−25	+$194K
BK, BNY	1.06%	Hold	47,116	$57.62	$2.7M	—	—
HII, Huntington Ingalls Industries	1.04%	Hold	9,102	$291.47	$2.7M	—	—
JNJ, Johnson & Johnson	1.02%, was 1.08%	Reduce −0.7%	16,526	$158.20	$2.6M	−120	+$5K
CMI, Cummins	1.02%	Reduce −2.2%	8,810	$294.65	$2.6M	−200	+$437K
Signet Jewelers	1.01%, was 0.97%	Add +17.9%	25,745	$100.07	$2.6M	+3,910	+$234K
NOK, Nokia	1.00%, was 0.80%	Add +28.8%	723,845	$3.54	$2.6M	+161,665	+$640K
NTR, Nutrien	0.98%, was 0.67%	Add +61.9%	46,259	$54.31	$2.5M	+17,689	+$903K
CSCO, Cisco	0.98%	Hold	50,193	$49.90	$2.5M	—	—
GIS, General Mills	0.95%, was 0.93%	Add +0.3%	34,516	$69.97	$2.4M	+100	+$173K
CL, Colgate-Palmolive	0.89%	Reduce −0.7%	25,184	$90.05	$2.3M	−190	+$245K
ITW, Illinois Tool Works	0.84%	Hold	7,990	$268.33	$2.1M	—	—
LOW, Lowe's	0.79%	Reduce −2.9%	7,952	$254.73	$2M	−240	+$202K
DIS, Disney	0.79%	Reduce −0.8%	16,434	$122.36	$2M	−125	+$516K
CLF, Cleveland-Cliffs	0.77%	Hold	86,875	$22.74	$2M	—	—
REGN, Regeneron	0.70%	Reduce −0.3%	1,869	$962.49	$1.8M	−5	+$153K
GOLD, Barrick Gold	0.58%, was 0.84%	Reduce −20.6%	89,400	$16.64	$1.5M	−23,200	−$549K
THO, Thor Industries	0.57%	Hold	12,340	$117.34	$1.4M	—	—
CNX, CNX Resources	0.56%	Reduce −1.9%	60,300	$23.72	$1.4M	−1,190	+$201K
COR, Cencora	0.55%	Hold	5,785	$242.99	$1.4M	—	—
MDLZ, Mondelez	0.55%	Hold	20,050	$70.00	$1.4M	—	—
WFC, Wells Fargo	0.51%	Reduce −5.0%	22,670	$57.96	$1.3M	−1,200	+$139K
FCX, Freeport-McMoRan	0.49%, was 0.71%	Reduce −33.4%	26,835	$47.02	$1.3M	−13,449	−$453K
RIO, Rio Tinto	0.49%	Add +14.2%	19,735	$63.74	$1.3M	+2,455	−$29K
WMT, Walmart	0.45%, was 0.41%	Add +200.0%	19,080	$60.17	$1.1M	+12,720	+$145K
TTC, Toro	0.44%	Add +2.4%	12,164	$91.63	$1.1M	+280	−$26K
AGI, Alamos Gold	0.43%, was 0.11%	Add +282.9%	74,715	$14.75	$1.1M	+55,200	+$839K
IGT, Ingredion	0.41%	Hold	8,864	$116.85	$1M	—	—
MMC, Marsh McLennan	0.38%	Hold	4,730	$205.98	$974K	—	—
HD, Home Depot	0.36%	Reduce −2.4%	2,411	$383.60	$925K	−60	+$69K
AMAT, Applied Materials	0.36%	Reduce −11.7%	4,456	$206.23	$919K	−590	+$101K
MAA, Mid-Amer Apt Cmntys	0.34%, was 0.38%	Reduce −2.3%	6,690	$131.58	$880K	−160	−$41K
GOOGL, Alphabet Class A	0.34%	Reduce −3.4%	5,718	$150.93	$863K	−200	+$36K
KO, Coca-Cola	0.34%, was 0.35%	Reduce −3.2%	14,052	$61.18	$860K	−458	+$5K
DFAT, Dimensional ETF Trust	0.32%	Hold	14,893	$54.43	$811K	—	—
COST, Costco	0.31%	Hold	1,096	$732.63	$803K	—	—
WBD, Warner Bros. Discovery	0.31%, was 0.50%	Reduce −14.7%	90,338	$8.73	$789K	−15,600	−$417K
WRB, Berkley	0.30%	Hold	8,662	$88.44	$766K	—	—
UL, Unilever	0.30%	Hold	15,082	$50.19	$757K	—	—
TT, Trane Technologies	0.29%	Reduce −1.6%	2,485	$300.20	$746K	−40	+$130K
DFAC, Dimensional ETF Trust	0.28%	Hold	22,504	$31.95	$719K	—	—
TJX, TJX Companies	0.28%	Hold	7,088	$101.42	$719K	—	—
BAX, Baxter International	0.28%	Reduce −4.7%	16,711	$42.74	$714K	−825	+$36K
SPG, Simon Property Group	0.28%	Hold	4,536	$156.49	$710K	—	—
CBOE, Cboe Global Markets	0.27%, was 0.29%	Reduce −6.5%	3,715	$183.73	$683K	−260	−$27K
WY, Weyerhaeuser Co. Mountain Be	0.25%, was 0.28%	Reduce −7.1%	17,990	$35.91	$646K	−1,365	−$27K
BRK.A, Berkshire Hathaway Class A	0.25%	Hold	1	$634,440	$634K	—	—
LMT, Lockheed Martin	0.24%	Hold	1,361	$454.87	$619K	—	—
RIG, Transocean	0.24%	Add +1.7%	96,150	$6.28	$604K	+1,600	+$3K
OSUR, Orasure Technologies	0.20%	Hold	84,850	$6.15	$522K	—	—
XOM, Exxon Mobil	0.20%	Reduce −2.9%	4,428	$116.24	$515K	−132	+$59K
JPM, JPMorgan Chase	0.19%	Reduce −7.6%	2,440	$200.30	$489K	−200	+$40K
BWA, Borgwarner	0.19%, was 0.22%	Reduce −6.7%	13,985	$34.74	$486K	−1,005	−$52K
MAC, Macerich	0.19%, was 0.20%	Reduce −11.8%	27,800	$17.23	$479K	−3,705	−$7K
DOW, DOW Inc	0.18%	Hold	8,000	$57.93	$463K	—	—
VZ, Verizon	0.18%, was 0.17%	Add +0.7%	10,780	$41.96	$452K	+74	+$49K
DEO, Diageo	0.17%, was 0.19%	Reduce −4.5%	2,952	$148.74	$439K	−140	−$11K
CF, CF Industries	0.17%, was 0.21%	Reduce −19.6%	5,240	$83.21	$436K	−1,275	−$82K
LLY, Eli Lilly	0.17%	Reduce −13.5%	552	$777.96	$429K	−86	+$58K
VTV, Vanguard Index Funds	0.15%	Add +0.2%	2,359	$162.86	$384K	+5	+$32K
WINA, Winmark	0.14%	Hold	1,000	$361.70	$362K	—	—
URI, United Rentals	0.14%	Hold	500	$721.11	$361K	—	—
EXPE, Expedia	0.13%	Hold	2,500	$137.75	$344K	—	—
MOS, Mosaic	0.13%, was 0.25%	Reduce −39.8%	10,275	$32.46	$334K	−6,795	−$276K
ABBV, AbbVie	0.13%	Reduce −2.7%	1,785	$182.10	$325K	−50	+$41K
FUL, Fuller	0.12%	Hold	3,730	$79.74	$297K	—	—
PSX, Phillips 66	0.11%	Reduce −7.6%	1,712	$163.34	$280K	−140	+$33K
EW, Edwards Lifesciences	0.10%	Hold	2,664	$95.56	$255K	—	—
BND, Vanguard Bond Index Funds	0.09%	Add +3.6%	4,866	$49.55	$241K	+171	+$9K
ENB, Enbridge	0.09%, was 0.11%	Reduce −11.7%	6,306	$36.18	$228K	−836	−$29K
ACN, Accenture	0.09%	Hold	638	$346.61	$221K	—	—
SPY, SPDR S&P 500 ETF Trust	0.09%	New	422	$523.07	$221K	+422	+$221K
MRNA, Moderna	0.08%	Reduce −2.4%	2,000	$106.56	$213K	−50	+$9K
ETN, Eaton	0.08%	New	669	$312.68	$209K	+669	+$209K
Whitestone REIT	0.08%	Hold	16,300	$12.55	$205K	—	—
DFUV, Dimensional ETF Trust	0.08%	New	4,920	$40.90	$201K	+4,920	+$201K
KOPN, Kopin	0.04%	Hold	59,600	$1.80	$107K	—	—
AMCR, Amcor	0.04%	Hold	10,000	$9.51	$95K	—	—
GCI, Gannett	0.03%	Add +11.1%	30,000	$2.44	$73K	+3,000	+$11K
LPTH, Lightpath Technologies	0.02%	Hold	46,000	$1.38	$63K	—	—
Omega Therapeutics	0.02%	Hold	16,500	$3.65	$60K	—	—

Showing top 50 of 118 by value

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