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 | 3.38% | Reduce −20.4% | 19,265 | $406.80 | $8M | −4,927 | −$2M |
| TRV - Travelers Companies | 3.18% | Reduce −1.1% | 36,190 | $203.34 | $7M | −390 | −$1M |
| COP - Conocophillips | 3.06% | Reduce −2.6% | 61,961 | $114.38 | $7M | −1,650 | −$1M |
| MSFT - Microsoft | 2.77% | Reduce −11.8% | 14,369 | $446.95 | $6M | −1,914 | −$428K |
| PG - Procter And Gamble | 2.47% | Reduce −5.8% | 34,761 | $164.92 | $6M | −2,154 | −$257K |
| MDT - Medtronic | 2.38% | Reduce −11.0% | 70,050 | $78.71 | $6M | −8,625 | −$1M |
| CMCSA - Comcast · CL A | 2.24% | Add +2.9% | 132,620 | $39.16 | $5M | +3,725 | −$394K |
| INTC - Intel | 2.22% | Reduce −3.3% | 166,445 | $30.97 | $5M | −5,705 | −$2M |
| SLB - Schlumberger | 2.01% | Add +0.1% | 98,789 | $47.18 | $5M | +100 | −$748K |
| ALV - Autoliv | 1.96% | Reduce −8.1% | 42,560 | $106.99 | $5M | −3,755 | −$1M |
| CTVA - Corteva | 1.96% | Hold | 84,052 | $53.94 | $5M | — | — |
| UNP - Union Pac | 1.94% | Reduce −8.5% | 19,903 | $226.26 | $5M | −1,850 | −$846K |
| DVN - Devon Energy | 1.93% | Reduce −0.2% | 94,350 | $47.40 | $4M | −160 | −$270K |
| EMR - Emerson Elec | 1.89% | Reduce −2.3% | 39,806 | $110.16 | $4M | −945 | −$237K |
| TGT - Target | 1.87% | Reduce −6.2% | 29,290 | $148.04 | $4M | −1,920 | −$1M |
| GD - General Dynamics | 1.82% | Reduce −5.1% | 14,570 | $290.14 | $4M | −790 | −$112K |
| GOOG - Alphabet · CL C | 1.76% | Reduce −4.8% | 22,235 | $183.42 | $4M | −1,115 | +$523K |
| AIG - American Intl Group | 1.74% | Reduce −5.2% | 54,205 | $74.24 | $4M | −2,945 | −$443K |
| CVX - Chevron | 1.73% | Reduce −0.8% | 25,607 | $156.42 | $4M | −200 | −$65K |
| AEM - Agnico Eagle Mines | 1.70% | Add +0.2% | 60,332 | $65.40 | $4M | +150 | +$356K |
| PFE - Pfizer | 1.61% | Add +4.7% | 133,624 | $27.98 | $4M | +6,000 | +$197K |
| UPS - United Parcel Service · CL B | 1.61% | Reduce −9.4% | 27,244 | $136.85 | $4M | −2,820 | −$740K |
| AAPL - Apple | 1.60% | Reduce −10.2% | 17,638 | $210.62 | $4M | −2,000 | +$347K |
| KIM - Kimco Rlty | 1.58% | Add +1.0% | 188,207 | $19.46 | $4M | +1,800 | +$7K |
| CCJ - Cameco | 1.57% | Reduce −2.2% | 74,020 | $49.20 | $4M | −1,700 | +$362K |
| C - Citigroup | 1.53% | Reduce −10.5% | 55,849 | $63.46 | $4M | −6,570 | −$403K |
| FLS - Flowserve | 1.47% | Reduce −8.4% | 70,760 | $48.10 | $3M | −6,465 | −$124K |
| APA — | 1.46% | Add +3.3% | 114,550 | $29.44 | $3M | +3,640 | −$441K |
| WTW - Willis Towers Watson | 1.45% | Hold | 12,810 | $262.14 | $3M | — | — |
| MRK - Merck & | 1.39% | Reduce −0.5% | 26,016 | $123.80 | $3M | −120 | −$228K |
| KMB - Kimberly-Clark | 1.36% | Reduce −1.3% | 22,772 | $138.20 | $3M | −300 | +$163K |
| UNH - Unitedhealth Group | 1.34% | Reduce −19.7% | 6,109 | $509.26 | $3M | −1,500 | −$653K |
| PEP - Pepsico | 1.26% | Add +0.5% | 17,667 | $164.93 | $3M | +80 | −$164K |
| PNC - Pnc Finl Svcs Group | 1.25% | Reduce −7.9% | 18,684 | $155.48 | $3M | −1,595 | −$372K |
| FHI - Federated Hermes · CL B | 1.24% | Reduce −20.6% | 87,346 | $32.88 | $3M | −22,710 | −$1M |
| BAC - Bank of America | 1.21% | Reduce −14.1% | 70,701 | $39.77 | $3M | −11,575 | −$308K |
| CNH - Cnh Indl | 1.21% | Add +0.7% | 275,860 | $10.13 | $3M | +1,800 | −$757K |
| BK - Bank New York Mellon | 1.15% | Reduce −5.9% | 44,316 | $59.89 | $3M | −2,800 | −$61K |
| NTR - Nutrien | 1.13% | Add +10.8% | 51,239 | $50.91 | $3M | +4,980 | +$96K |
| NOK - Nokia | 1.11% | Reduce −6.4% | 677,820 | $3.78 | $3M | −46,025 | $— |
| Signet Jewelers | 1.08% | Add +8.4% | 27,900 | $89.58 | $2M | +2,155 | −$77K |
| CSCO - Cisco Sys | 1.03% | Add +0.2% | 50,273 | $47.51 | $2M | +80 | −$116K |
| NSC - Norfolk Southn | 1.00% | Hold | 10,825 | $214.69 | $2M | — | — |
| HII - Huntington Ingalls Inds | 0.98% | Add +1.5% | 9,237 | $246.33 | $2M | +135 | −$378K |
| CMI - Cummins | 0.96% | Reduce −9.1% | 8,010 | $276.93 | $2M | −800 | −$378K |
| CL - Colgate Palmolive | 0.94% | Reduce −10.9% | 22,449 | $97.04 | $2M | −2,735 | −$89K |
| GIS - General Mls | 0.93% | Reduce −1.6% | 33,949 | $63.26 | $2M | −567 | −$267K |
| AGI - Alamos Gold · CL A | 0.92% | Add +81.9% | 135,870 | $15.68 | $2M | +61,155 | +$1M |
| JNJ - Johnson & Johnson | 0.87% | Reduce −16.5% | 13,794 | $146.17 | $2M | −2,732 | −$598K |
| ITW - Illinois Tool Wks | 0.81% | Reduce −0.8% | 7,930 | $236.96 | $2M | −60 | −$265K |
| REGN - Regeneron Pharmaceuticals | 0.77% | Reduce −9.0% | 1,700 | $1,051 | $2M | −169 | −$12K |
| LOW - Lowes Cos | 0.76% | Hold | 7,952 | $220.46 | $2M | — | — |
| MAC - Macerich | 0.74% | Add +297.7% | 110,560 | $15.44 | $2M | +82,760 | +$1M |
| VFC - V F | 0.72% | New | 123,569 | $13.50 | $2M | +123,569 | +$2M |
| DIS - Disney Walt | 0.70% | Hold | 16,434 | $99.29 | $2M | — | — |
| CLF - Cleveland-Cliffs | 0.69% | Add +19.5% | 103,815 | $15.39 | $2M | +16,940 | −$378K |
| CNX - Cnx Res | 0.63% | Hold | 60,300 | $24.30 | $1M | — | — |
| MDLZ - Mondelez Intl · CL A | 0.57% | Hold | 20,050 | $65.44 | $1M | — | — |
| RIO - Rio Tinto | 0.56% | Hold | 19,735 | $65.93 | $1M | — | — |
| WMT - Walmart | 0.53% | Reduce −4.4% | 18,235 | $67.71 | $1M | −845 | +$87K |
| CAH - Cardinal Health | 0.52% | New | 12,285 | $98.32 | $1M | +12,285 | +$1M |
| WFC - Wells Fargo | 0.52% | Reduce −11.0% | 20,183 | $59.39 | $1M | −2,487 | −$115K |
| THO - Thor Inds | 0.50% | Hold | 12,340 | $93.45 | $1M | — | — |
| FCX - Freeport-Mcmoran · CL B | 0.49% | Reduce −12.5% | 23,485 | $48.60 | $1M | −3,350 | −$120K |
| IGT - Ingredion | 0.44% | Hold | 8,864 | $114.70 | $1M | — | — |
| MMC - Marsh & Mclennan Cos | 0.43% | Hold | 4,730 | $210.72 | $997K | — | — |
| MAA - Mid-Amer Apt Cmntys | 0.41% | Reduce −1.1% | 6,615 | $142.61 | $943K | −75 | +$63K |
| TTC - TORO | 0.40% | Reduce −17.8% | 10,004 | $93.51 | $935K | −2,160 | −$179K |
| KO - Coca Cola | 0.39% | Hold | 14,052 | $63.65 | $894K | — | — |
| UL - Unilever | 0.36% | Hold | 15,082 | $54.99 | $829K | — | — |
| TT - Trane Technologies | 0.35% | Hold | 2,485 | $328.93 | $817K | — | — |
| TJX - Tjx Cos | 0.34% | Hold | 7,088 | $110.10 | $780K | — | — |
| DFAT - Dimensional ETF Trust | 0.33% | Hold | 14,893 | $51.87 | $773K | — | — |
| HD - Home Depot | 0.33% | Reduce −8.0% | 2,218 | $344.24 | $764K | −193 | −$161K |
| DFAC - Dimensional ETF Trust | 0.31% | Hold | 22,504 | $32.24 | $726K | — | — |
| SPG - Simon Ppty Group | 0.30% | Hold | 4,536 | $151.80 | $689K | — | — |
| WRB - Berkley W R | 0.29% | Hold | 8,662 | $78.58 | $681K | — | — |
| GOOGL - Alphabet · CL A | 0.29% | Reduce −35.0% | 3,718 | $182.15 | $677K | −2,000 | −$186K |
| LMT - Lockheed Martin | 0.28% | Add +0.7% | 1,371 | $467.10 | $640K | +10 | +$21K |
| CBOE - Cboe Global Mkts | 0.27% | Hold | 3,715 | $170.06 | $632K | — | — |
| BRK.A - Berkshire Hathaway · CL A | 0.26% | Hold | 1 | $612,241 | $612K | — | — |
| RIG - Transocean | 0.23% | Add +2.6% | 98,650 | $5.35 | $528K | +2,500 | −$76K |
| WY - Weyerhaeuser Mtn Be | 0.22% | Hold | 17,990 | $28.39 | $511K | — | — |
| XOM - Exxon Mobil | 0.22% | Hold | 4,428 | $115.12 | $510K | — | — |
| AMAT - Applied Matls | 0.22% | Reduce −51.6% | 2,155 | $235.99 | $509K | −2,301 | −$410K |
| JPM - Jpmorgan Chase & | 0.21% | Hold | 2,440 | $202.26 | $494K | — | — |
| BAX - Baxter Intl | 0.20% | Reduce −17.3% | 13,826 | $33.45 | $462K | −2,885 | −$252K |
| BWA - Borgwarner | 0.19% | Hold | 13,985 | $32.24 | $451K | — | — |
| VZ - Verizon Communications | 0.19% | Hold | 10,780 | $41.24 | $445K | — | — |
| DOW - DOW Inc | 0.18% | Reduce −2.5% | 7,800 | $53.05 | $414K | −200 | −$50K |
| CF - Cf Inds | 0.17% | Hold | 5,240 | $74.12 | $388K | — | — |
| VTV - Vanguard Index Fds | 0.16% | Hold | 2,359 | $160.41 | $378K | — | — |
| DEO - Diageo | 0.16% | Hold | 2,952 | $126.08 | $372K | — | — |
| WBD - Warner Bros Discovery | 0.16% | Reduce −44.7% | 49,920 | $7.44 | $371K | −40,418 | −$417K |
| OSUR - Orasure Technologies | 0.16% | Hold | 84,850 | $4.26 | $361K | — | — |
| MOS - Mosaic | 0.16% | Add +21.4% | 12,475 | $28.90 | $361K | +2,200 | +$27K |
| WINA - Winmark | 0.15% | Hold | 1,000 | $352.63 | $353K | — | — |
| ABBV - Abbvie | 0.13% | Reduce −0.6% | 1,775 | $171.52 | $304K | −10 | −$21K |
| FUL - Fuller H B | 0.12% | Hold | 3,730 | $76.96 | $287K | — | — |
| VEU — | 0.12% | New | 4,822 | $58.64 | $283K | +4,822 | +$283K |
| COST - Costco Whsl | 0.12% | Reduce −70.3% | 326 | $849.99 | $277K | −770 | −$526K |
| AHRT — | 0.12% | New | 24,645 | $11.09 | $273K | +24,645 | +$273K |
| URI - United Rentals | 0.12% | Reduce −16.0% | 420 | $646.73 | $272K | −80 | −$89K |
| BND - Vanguard Bd Index Fds | 0.10% | Hold | 4,866 | $49.52 | $241K | — | — |
| MRNA - Moderna | 0.10% | Hold | 2,000 | $118.75 | $238K | — | — |
| PSX - Phillips 66 | 0.10% | Reduce −3.6% | 1,650 | $141.17 | $233K | −62 | −$47K |
| SPY - Spdr S&P 500 ETF Tr | 0.10% | Hold | 422 | $544.22 | $230K | — | — |
| ENB - Enbridge | 0.10% | Hold | 6,306 | $35.59 | $224K | — | — |
| Whitestone Reit | 0.09% | Reduce −5.5% | 15,400 | $13.31 | $205K | −900 | $— |
| AMCR - Amcor | 0.04% | Hold | 10,000 | $9.78 | $98K | — | — |
| KOPN - Kopin | 0.04% | Add +80.5% | 107,600 | $0.8399 | $90K | +48,000 | −$17K |
| LPTH - Lightpath Technologies · CL A | 0.03% | Add +22.8% | 56,500 | $1.26 | $71K | +10,500 | +$8K |
| GCI - Gannett | 0.02% | Reduce −60.0% | 12,000 | $4.61 | $55K | −18,000 | −$18K |
| Omega Therapeutics | 0.01% | Hold | 16,500 | $2.07 | $34K | — | — |
| IAUX - I-80 Gold | 0.01% | New | 15,000 | $1.08 | $16K | +15,000 | +$16K |
Showing top 50 of 115 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GOLD - Barrick Gold | 0.58% | Exit | 0 | $16.64 | $1M | −89,400 | −$1M |
| COR - Cencora | 0.55% | Exit | 0 | $243.04 | $1M | −5,785 | −$1M |
| LLY - Eli Lilly & | 0.17% | Exit | 0 | $777.17 | $429K | −552 | −$429K |
| EXPE - Expedia Group | 0.13% | Exit | 0 | $137.60 | $344K | −2,500 | −$344K |
| EW - Edwards Lifesciences | 0.10% | Exit | 0 | $95.72 | $255K | −2,664 | −$255K |
| ACN - Accenture Ireland · CLASS A | 0.09% | Exit | 0 | $346.39 | $221K | −638 | −$221K |
| ETN - Eaton | 0.08% | Exit | 0 | $312.41 | $209K | −669 | −$209K |
| DFUV - Dimensional ETF Trust | 0.08% | Exit | 0 | $40.85 | $201K | −4,920 | −$201K |
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