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 | 3.98% | Reduce −3.6% | 24,192 | $420.52 | $10M | −893 | +$1M |
| TRV - Travelers Companies | 3.30% | Reduce −0.1% | 36,580 | $230.14 | $8M | −40 | +$1M |
| COP - Conocophillips | 3.17% | Reduce −0.5% | 63,611 | $127.28 | $8M | −325 | +$675K |
| INTC - Intel | 2.98% | Reduce −3.9% | 172,150 | $44.17 | $8M | −7,065 | −$1M |
| MDT - Medtronic | 2.68% | Add +2.8% | 78,675 | $87.15 | $7M | +2,170 | +$554K |
| MSFT - Microsoft | 2.68% | Reduce −12.0% | 16,283 | $420.72 | $7M | −2,226 | −$110K |
| PG - Procter And Gamble | 2.34% | Reduce −1.0% | 36,915 | $162.25 | $6M | −385 | +$524K |
| CMCSA - Comcast · CL A | 2.19% | Add +0.3% | 128,895 | $43.35 | $6M | +400 | −$47K |
| ALV - Autoliv | 2.18% | Reduce −1.2% | 46,315 | $120.43 | $6M | −560 | +$413K |
| TGT - Target | 2.16% | Reduce −2.5% | 31,210 | $177.21 | $6M | −805 | +$971K |
| SLB - Schlumberger | 2.12% | Add +0.2% | 98,689 | $54.81 | $5M | +200 | +$284K |
| UNP - Union Pac | 2.09% | Hold | 21,753 | $245.93 | $5M | — | — |
| CTVA - Corteva | 1.90% | Add +0.9% | 84,052 | $57.67 | $5M | +745 | +$855K |
| DVN - Devon Energy | 1.86% | Add +0.8% | 94,510 | $50.18 | $5M | +705 | +$493K |
| EMR - Emerson Elec | 1.81% | Reduce −3.0% | 40,751 | $113.42 | $5M | −1,255 | +$534K |
| UPS - United Parcel Service · CL B | 1.75% | Add +1.0% | 30,064 | $148.63 | $4M | +285 | −$214K |
| AIG - American Intl Group | 1.75% | Reduce −0.3% | 57,150 | $78.17 | $4M | −200 | +$582K |
| GD - General Dynamics | 1.70% | Hold | 15,360 | $282.49 | $4M | — | — |
| CVX - Chevron | 1.59% | Reduce −0.8% | 25,807 | $157.74 | $4M | −200 | +$192K |
| FHI - Federated Hermes · CL B | 1.56% | Reduce −19.6% | 110,056 | $36.12 | $4M | −26,872 | −$661K |
| C - Citigroup | 1.55% | Reduce −0.7% | 62,419 | $63.24 | $4M | −425 | +$715K |
| APA — | 1.49% | Add +4.0% | 110,910 | $34.38 | $4M | +4,215 | −$15K |
| UNH - Unitedhealth Group | 1.47% | Hold | 7,609 | $494.70 | $4M | — | — |
| KIM - Kimco Rlty | 1.43% | Reduce −1.3% | 186,407 | $19.61 | $4M | −2,465 | −$369K |
| AEM - Agnico Eagle Mines | 1.41% | Add +2.1% | 60,182 | $59.65 | $4M | +1,266 | +$358K |
| GOOG - Alphabet · CL C | 1.39% | Reduce −14.9% | 23,350 | $152.26 | $4M | −4,080 | −$310K |
| CNH - Cnh Indl | 1.39% | Add +8.4% | 274,060 | $12.96 | $4M | +21,260 | +$473K |
| PFE - Pfizer | 1.39% | Reduce −0.9% | 127,624 | $27.75 | $4M | −1,205 | −$167K |
| FLS - Flowserve | 1.38% | Reduce −11.3% | 77,225 | $45.68 | $4M | −9,790 | −$59K |
| WTW - Willis Towers Watson | 1.38% | Hold | 12,810 | $275.00 | $4M | — | — |
| MRK - Merck & | 1.35% | Reduce −0.3% | 26,136 | $131.95 | $3M | −85 | +$590K |
| AAPL - Apple | 1.32% | Reduce −9.9% | 19,638 | $171.48 | $3M | −2,155 | −$828K |
| CCJ - Cameco | 1.28% | Add +0.3% | 75,720 | $43.32 | $3M | +200 | +$25K |
| PNC - Pnc Finl Svcs Group | 1.28% | Reduce −0.5% | 20,279 | $161.60 | $3M | −100 | +$121K |
| BAC - Bank of America | 1.22% | Reduce −1.4% | 82,276 | $37.92 | $3M | −1,175 | +$310K |
| PEP - Pepsico | 1.20% | Reduce −0.8% | 17,587 | $175.01 | $3M | −140 | +$67K |
| KMB - Kimberly-Clark | 1.17% | Reduce −0.4% | 23,072 | $129.35 | $3M | −100 | +$169K |
| NSC - Norfolk Southn | 1.08% | Reduce −0.2% | 10,825 | $254.87 | $3M | −25 | +$194K |
| BK - Bank New York Mellon | 1.06% | Hold | 47,116 | $57.62 | $3M | — | — |
| HII - Huntington Ingalls Inds | 1.04% | Hold | 9,102 | $291.47 | $3M | — | — |
| JNJ - Johnson & Johnson | 1.02% | Reduce −0.7% | 16,526 | $158.20 | $3M | −120 | +$5K |
| CMI - Cummins | 1.02% | Reduce −2.2% | 8,810 | $294.65 | $3M | −200 | +$437K |
| Signet Jewelers | 1.01% | Add +17.9% | 25,745 | $100.07 | $3M | +3,910 | +$234K |
| NOK - Nokia | 1.00% | Add +28.8% | 723,845 | $3.54 | $3M | +161,665 | +$640K |
| NTR - Nutrien | 0.98% | Add +61.9% | 46,259 | $54.31 | $3M | +17,689 | +$903K |
| CSCO - Cisco Sys | 0.98% | Hold | 50,193 | $49.90 | $3M | — | — |
| GIS - General Mls | 0.95% | Add +0.3% | 34,516 | $69.97 | $2M | +100 | +$173K |
| CL - Colgate Palmolive | 0.89% | Reduce −0.7% | 25,184 | $90.05 | $2M | −190 | +$245K |
| ITW - Illinois Tool Wks | 0.84% | Hold | 7,990 | $268.33 | $2M | — | — |
| LOW - Lowes Cos | 0.79% | Reduce −2.9% | 7,952 | $254.73 | $2M | −240 | +$202K |
| DIS - Disney Walt | 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 Pharmaceuticals | 0.70% | Reduce −0.3% | 1,869 | $962.49 | $2M | −5 | +$153K |
| GOLD - Barrick Gold | 0.58% | Reduce −20.6% | 89,400 | $16.64 | $1M | −23,200 | −$549K |
| THO - Thor Inds | 0.57% | Hold | 12,340 | $117.34 | $1M | — | — |
| CNX - Cnx Res | 0.56% | Reduce −1.9% | 60,300 | $23.72 | $1M | −1,190 | +$201K |
| COR - Cencora | 0.55% | Hold | 5,785 | $242.99 | $1M | — | — |
| MDLZ - Mondelez Intl · CL A | 0.55% | Hold | 20,050 | $70.00 | $1M | — | — |
| WFC - Wells Fargo | 0.51% | Reduce −5.0% | 22,670 | $57.96 | $1M | −1,200 | +$139K |
| FCX - Freeport-Mcmoran · CL B | 0.49% | Reduce −33.4% | 26,835 | $47.02 | $1M | −13,449 | −$453K |
| RIO - Rio Tinto | 0.49% | Add +14.2% | 19,735 | $63.74 | $1M | +2,455 | −$29K |
| WMT - Walmart | 0.45% | Add +200.0% | 19,080 | $60.17 | $1M | +12,720 | +$145K |
| TTC - TORO | 0.44% | Add +2.4% | 12,164 | $91.63 | $1M | +280 | −$26K |
| AGI - Alamos Gold · CL A | 0.43% | Add +282.9% | 74,715 | $14.75 | $1M | +55,200 | +$839K |
| IGT - Ingredion | 0.41% | Hold | 8,864 | $116.85 | $1M | — | — |
| MMC - Marsh & Mclennan Cos | 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 Matls | 0.36% | Reduce −11.7% | 4,456 | $206.23 | $919K | −590 | +$101K |
| MAA - Mid-Amer Apt Cmntys | 0.34% | Reduce −2.3% | 6,690 | $131.58 | $880K | −160 | −$41K |
| GOOGL - Alphabet · CL A | 0.34% | Reduce −3.4% | 5,718 | $150.93 | $863K | −200 | +$36K |
| KO - Coca Cola | 0.34% | Reduce −3.2% | 14,052 | $61.18 | $860K | −458 | +$5K |
| DFAT - Dimensional ETF Trust | 0.32% | Hold | 14,893 | $54.43 | $811K | — | — |
| COST - Costco Whsl | 0.31% | Hold | 1,096 | $732.63 | $803K | — | — |
| WBD - Warner Bros Discovery | 0.31% | Reduce −14.7% | 90,338 | $8.73 | $789K | −15,600 | −$417K |
| WRB - Berkley W R | 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 Cos | 0.28% | Hold | 7,088 | $101.42 | $719K | — | — |
| BAX - Baxter Intl | 0.28% | Reduce −4.7% | 16,711 | $42.74 | $714K | −825 | +$36K |
| SPG - Simon Ppty Group | 0.28% | Hold | 4,536 | $156.49 | $710K | — | — |
| CBOE - Cboe Global Mkts | 0.27% | Reduce −6.5% | 3,715 | $183.73 | $683K | −260 | −$27K |
| WY - Weyerhaeuser Mtn Be | 0.25% | Reduce −7.1% | 17,990 | $35.91 | $646K | −1,365 | −$27K |
| BRK.A - Berkshire Hathaway · CL 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% | Reduce −6.7% | 13,985 | $34.74 | $486K | −1,005 | −$52K |
| MAC - Macerich | 0.19% | Reduce −11.8% | 27,800 | $17.23 | $479K | −3,705 | −$7K |
| DOW - DOW Inc | 0.18% | Hold | 8,000 | $57.93 | $463K | — | — |
| VZ - Verizon Communications | 0.18% | Add +0.7% | 10,780 | $41.96 | $452K | +74 | +$49K |
| DEO - Diageo | 0.17% | Reduce −4.5% | 2,952 | $148.74 | $439K | −140 | −$11K |
| CF - Cf Inds | 0.17% | 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 Fds | 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 Group | 0.13% | Hold | 2,500 | $137.75 | $344K | — | — |
| MOS - Mosaic | 0.13% | 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 H B | 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 Bd Index Fds | 0.09% | Add +3.6% | 4,866 | $49.55 | $241K | +171 | +$9K |
| ENB - Enbridge | 0.09% | Reduce −11.7% | 6,306 | $36.18 | $228K | −836 | −$29K |
| ACN - Accenture Ireland · CLASS A | 0.09% | Hold | 638 | $346.61 | $221K | — | — |
| SPY - Spdr S&P 500 ETF Tr | 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 · CL A | 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
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