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 | 3.60% | Reduce −2.5% | 18,792 | $460.26 | $9M | −473 | +$812K |
| TRV - Travelers Companies | 3.41% | Reduce −3.2% | 35,025 | $234.12 | $8M | −1,165 | +$841K |
| COP - Conocophillips | 2.73% | Add +0.7% | 62,383 | $105.28 | $7M | +422 | −$519K |
| MDT - Medtronic | 2.56% | Reduce −2.5% | 68,284 | $90.03 | $6M | −1,766 | +$634K |
| PG - Procter And Gamble | 2.45% | Reduce −2.1% | 34,035 | $173.20 | $6M | −726 | +$162K |
| MSFT - Microsoft | 2.27% | Reduce −11.7% | 12,694 | $430.30 | $5M | −1,675 | −$960K |
| CMCSA - Comcast · CL A | 2.23% | Reduce −3.2% | 128,375 | $41.77 | $5M | −4,245 | +$169K |
| CTVA - Corteva | 2.05% | Reduce −0.4% | 83,742 | $58.79 | $5M | −310 | +$389K |
| UNP - Union Pac | 2.00% | Reduce −1.7% | 19,558 | $246.48 | $5M | −345 | +$317K |
| AEM - Agnico Eagle Mines | 1.98% | Reduce −1.8% | 59,232 | $80.56 | $5M | −1,100 | +$826K |
| TGT - Target | 1.86% | Reduce −2.2% | 28,640 | $155.86 | $4M | −650 | +$128K |
| INTC - Intel | 1.84% | Add +13.2% | 188,494 | $23.46 | $4M | +22,049 | −$733K |
| GD - General Dynamics | 1.81% | Reduce −1.0% | 14,430 | $302.20 | $4M | −140 | +$133K |
| EMR - Emerson Elec | 1.78% | Reduce −1.8% | 39,091 | $109.37 | $4M | −715 | −$110K |
| PFE - Pfizer | 1.76% | Add +9.5% | 146,269 | $28.94 | $4M | +12,645 | +$494K |
| SLB - Schlumberger | 1.72% | Reduce −0.1% | 98,684 | $41.95 | $4M | −105 | −$521K |
| KIM - Kimco Rlty | 1.72% | Reduce −5.5% | 177,862 | $23.22 | $4M | −10,345 | +$467K |
| AAPL - Apple | 1.64% | Reduce −3.9% | 16,949 | $233.00 | $4M | −689 | +$234K |
| ALV - Autoliv | 1.62% | Reduce −1.8% | 41,785 | $93.37 | $4M | −775 | −$652K |
| AIG - American Intl Group | 1.59% | Reduce −3.6% | 52,262 | $73.23 | $4M | −1,943 | −$197K |
| UPS - United Parcel Service · CL B | 1.57% | Add +2.0% | 27,779 | $136.34 | $4M | +535 | +$59K |
| CVX - Chevron | 1.57% | Reduce −0.1% | 25,587 | $147.27 | $4M | −20 | −$237K |
| DVN - Devon Energy | 1.54% | Add +0.2% | 94,522 | $39.12 | $4M | +172 | −$774K |
| WTW - Willis Towers Watson | 1.53% | Reduce −2.3% | 12,510 | $294.53 | $4M | −300 | +$327K |
| FLS - Flowserve | 1.48% | Reduce −2.6% | 68,915 | $51.69 | $4M | −1,845 | +$159K |
| CCJ - Cameco | 1.44% | Reduce −2.0% | 72,520 | $47.76 | $3M | −1,500 | −$178K |
| C - Citigroup | 1.36% | Reduce −6.6% | 52,139 | $62.60 | $3M | −3,710 | −$280K |
| KMB - Kimberly-Clark | 1.34% | Reduce −0.7% | 22,622 | $142.28 | $3M | −150 | +$72K |
| PNC - Pnc Finl Svcs Group | 1.32% | Reduce −7.8% | 17,229 | $184.85 | $3M | −1,455 | +$280K |
| FHI - Federated Hermes · CL B | 1.31% | Reduce −2.1% | 85,546 | $36.77 | $3M | −1,800 | +$274K |
| BK - Bank New York Mellon | 1.29% | Reduce −2.5% | 43,221 | $71.86 | $3M | −1,095 | +$452K |
| CSCO - Cisco Sys | 1.28% | Add +15.3% | 57,948 | $53.22 | $3M | +7,675 | +$696K |
| GOOG - Alphabet · CL C | 1.28% | Reduce −17.3% | 18,390 | $167.19 | $3M | −3,845 | −$1M |
| PEP - Pepsico | 1.25% | Hold | 17,667 | $170.05 | $3M | — | — |
| AGI - Alamos Gold · CL A | 1.23% | Add +9.6% | 148,860 | $19.94 | $3M | +12,990 | +$838K |
| NTR - Nutrien | 1.22% | Add +19.0% | 60,969 | $48.06 | $3M | +9,730 | +$322K |
| Signet Jewelers | 1.21% | Add +1.5% | 28,325 | $103.14 | $3M | +425 | +$422K |
| MRK - Merck & | 1.19% | Reduce −3.1% | 25,208 | $113.56 | $3M | −808 | −$358K |
| NOK - Nokia | 1.19% | Reduce −3.5% | 654,040 | $4.37 | $3M | −23,780 | +$296K |
| VFC - V F | 1.13% | Add +10.6% | 136,664 | $19.95 | $3M | +13,095 | +$1M |
| NSC - Norfolk Southn | 1.10% | Reduce −1.4% | 10,675 | $248.50 | $3M | −150 | +$329K |
| CMI - Cummins | 1.04% | Reduce −3.9% | 7,700 | $323.79 | $2M | −310 | +$275K |
| APA — | 1.03% | Reduce −11.3% | 101,642 | $24.46 | $2M | −12,908 | −$886K |
| UNH - Unitedhealth Group | 0.97% | Reduce −34.4% | 4,010 | $584.68 | $2M | −2,099 | −$767K |
| HII - Huntington Ingalls Inds | 0.97% | Reduce −4.0% | 8,867 | $264.38 | $2M | −370 | +$69K |
| GIS - General Mls | 0.94% | Reduce −9.8% | 30,635 | $73.85 | $2M | −3,314 | +$115K |
| JNJ - Johnson & Johnson | 0.93% | Hold | 13,794 | $162.07 | $2M | — | — |
| CNH - Cnh Indl | 0.90% | Reduce −29.0% | 195,835 | $11.10 | $2M | −80,025 | −$621K |
| LOW - Lowes Cos | 0.90% | Hold | 7,952 | $270.85 | $2M | — | — |
| MAC - Macerich | 0.88% | Add +4.4% | 115,460 | $18.24 | $2M | +4,900 | +$399K |
| CL - Colgate Palmolive | 0.84% | Reduce −13.7% | 19,369 | $103.81 | $2M | −3,080 | −$168K |
| ITW - Illinois Tool Wks | 0.83% | Reduce −3.7% | 7,635 | $262.07 | $2M | −295 | +$122K |
| CNX - Cnx Res | 0.82% | Hold | 60,300 | $32.57 | $2M | — | — |
| CLF - Cleveland-Cliffs | 0.71% | Add +29.2% | 134,115 | $12.77 | $2M | +30,300 | +$115K |
| REGN - Regeneron Pharmaceuticals | 0.70% | Reduce −5.9% | 1,600 | $1,051 | $2M | −100 | −$105K |
| DIS - Disney Walt | 0.65% | Reduce −0.8% | 16,309 | $96.19 | $2M | −125 | −$63K |
| BAC - Bank of America | 0.65% | Reduce −44.5% | 39,242 | $39.68 | $2M | −31,459 | −$1M |
| EXE - Chesapeake Energy | 0.64% | New | 18,810 | $82.25 | $2M | +18,810 | +$2M |
| WMT - Walmart | 0.61% | Reduce −0.8% | 18,085 | $80.75 | $1M | −150 | +$226K |
| MDLZ - Mondelez Intl · CL A | 0.61% | Reduce −1.2% | 19,810 | $73.67 | $1M | −240 | +$147K |
| THO - Thor Inds | 0.56% | Reduce −0.7% | 12,252 | $109.89 | $1M | −88 | +$193K |
| CAH - Cardinal Health | 0.54% | Reduce −4.7% | 11,705 | $110.52 | $1M | −580 | +$86K |
| RIO - Rio Tinto | 0.52% | Reduce −10.4% | 17,685 | $71.17 | $1M | −2,050 | −$42K |
| IGT - Ingredion | 0.50% | Reduce −2.1% | 8,679 | $137.43 | $1M | −185 | +$176K |
| WFC - Wells Fargo | 0.46% | Reduce −2.2% | 19,733 | $56.49 | $1M | −450 | −$84K |
| FCX - Freeport-Mcmoran · CL B | 0.46% | Reduce −6.5% | 21,960 | $49.92 | $1M | −1,525 | −$45K |
| MMC - Marsh & Mclennan Cos | 0.44% | Hold | 4,730 | $223.09 | $1M | — | — |
| MAA - Mid-Amer Apt Cmntys | 0.44% | Hold | 6,615 | $158.90 | $1M | — | — |
| KO - Coca Cola | 0.41% | Reduce −1.3% | 13,871 | $71.86 | $997K | −181 | +$102K |
| TT - Trane Technologies | 0.40% | Hold | 2,485 | $388.73 | $966K | — | — |
| UL - Unilever | 0.40% | Reduce −2.2% | 14,750 | $64.96 | $958K | −332 | +$129K |
| HD - Home Depot | 0.37% | Reduce −0.5% | 2,208 | $405.20 | $895K | −10 | +$131K |
| TTC - TORO | 0.36% | Hold | 10,004 | $86.73 | $868K | — | — |
| TJX - Tjx Cos | 0.35% | Hold | 7,088 | $117.54 | $833K | — | — |
| DFAT - Dimensional ETF Trust | 0.34% | Hold | 14,893 | $55.63 | $829K | — | — |
| LMT - Lockheed Martin | 0.33% | Reduce −2.3% | 1,339 | $584.56 | $783K | −32 | +$142K |
| DFAC - Dimensional ETF Trust | 0.32% | Hold | 22,504 | $34.29 | $772K | — | — |
| CHRW - C H Robinson Worldwide | 0.32% | New | 6,950 | $110.37 | $767K | +6,950 | +$767K |
| CBOE - Cboe Global Mkts | 0.32% | Hold | 3,715 | $204.87 | $761K | — | — |
| WRB - Berkley W R | 0.31% | Add +50.0% | 12,991 | $56.73 | $737K | +4,329 | +$56K |
| BRK.A - Berkshire Hathaway · CL A | 0.29% | Hold | 1 | $691,180 | $691K | — | — |
| SPG - Simon Ppty Group | 0.28% | Reduce −11.0% | 4,036 | $169.02 | $682K | −500 | −$6K |
| CF - Cf Inds | 0.27% | Add +45.0% | 7,600 | $85.80 | $652K | +2,360 | +$264K |
| WY - Weyerhaeuser Mtn Be | 0.25% | Hold | 17,990 | $33.86 | $609K | — | — |
| GOOGL - Alphabet · CL A | 0.25% | Reduce −3.5% | 3,588 | $165.85 | $595K | −130 | −$82K |
| OXY - Occidental | 0.25% | New | 11,500 | $51.54 | $593K | +11,500 | +$593K |
| VTV - Vanguard Index Fds | 0.23% | Add +33.8% | 3,156 | $174.57 | $551K | +797 | +$173K |
| VZ - Verizon Communications | 0.22% | Add +10.1% | 11,865 | $44.91 | $533K | +1,085 | +$88K |
| XOM - Exxon Mobil | 0.21% | Reduce −0.7% | 4,399 | $117.22 | $516K | −29 | +$6K |
| JPM - Jpmorgan Chase & | 0.21% | Hold | 2,440 | $210.86 | $514K | — | — |
| BAX - Baxter Intl | 0.21% | Reduce −2.4% | 13,491 | $37.97 | $512K | −335 | +$50K |
| MOS - Mosaic | 0.20% | Add +42.5% | 17,775 | $26.78 | $476K | +5,300 | +$115K |
| RIG - Transocean | 0.19% | Add +8.4% | 106,950 | $4.25 | $455K | +8,300 | −$73K |
| DOW - DOW Inc | 0.18% | Hold | 7,800 | $54.63 | $426K | — | — |
| BWA - Borgwarner | 0.17% | Reduce −17.9% | 11,480 | $36.29 | $417K | −2,505 | −$34K |
| DEO - Diageo | 0.17% | Hold | 2,952 | $140.34 | $414K | — | — |
| WINA - Winmark | 0.16% | Hold | 1,000 | $382.93 | $383K | — | — |
| AMAT - Applied Matls | 0.16% | Reduce −12.8% | 1,880 | $202.05 | $380K | −275 | −$129K |
| VEU — | 0.16% | Add +24.2% | 5,991 | $63.00 | $377K | +1,169 | +$95K |
| OSUR - Orasure Technologies | 0.14% | Reduce −5.4% | 80,287 | $4.27 | $343K | −4,563 | −$19K |
| URI - United Rentals | 0.14% | Hold | 420 | $809.73 | $340K | — | — |
| ABBV - Abbvie | 0.13% | Reduce −10.9% | 1,581 | $197.48 | $312K | −194 | +$8K |
| WBD - Warner Bros Discovery | 0.13% | Reduce −24.9% | 37,489 | $8.25 | $309K | −12,431 | −$62K |
| FUL - Fuller H B | 0.12% | Hold | 3,730 | $79.38 | $296K | — | — |
| COST - Costco Whsl | 0.12% | Hold | 326 | $886.52 | $289K | — | — |
| AHRT — | 0.11% | Hold | 24,645 | $10.83 | $267K | — | — |
| ENB - Enbridge | 0.11% | Hold | 6,306 | $40.61 | $256K | — | — |
| BND - Vanguard Bd Index Fds | 0.10% | Hold | 4,866 | $49.94 | $243K | — | — |
| SPY - Spdr S&P 500 ETF Tr | 0.10% | Reduce −4.7% | 402 | $573.76 | $231K | −20 | +$1K |
| VOE - Vanguard Index Fds | 0.09% | New | 1,296 | $167.71 | $217K | +1,296 | +$217K |
| PSX - Phillips 66 | 0.09% | Hold | 1,650 | $131.45 | $217K | — | — |
| DFUV - Dimensional ETF Trust | 0.09% | New | 4,920 | $41.69 | $205K | +4,920 | +$205K |
| Whitestone Reit | 0.06% | Reduce −26.0% | 11,400 | $13.53 | $154K | −4,000 | −$51K |
| AMCR - Amcor | 0.05% | Hold | 10,000 | $11.33 | $113K | — | — |
| KOPN - Kopin | 0.04% | Add +26.0% | 135,600 | $0.7300 | $99K | +28,000 | +$9K |
| LPTH - Lightpath Technologies · CL A | 0.04% | Add +22.3% | 69,100 | $1.37 | $95K | +12,600 | +$23K |
| ARQ — | 0.03% | New | 10,600 | $5.87 | $62K | +10,600 | +$62K |
| IAUX - I-80 Gold | 0.02% | Add +240.0% | 51,000 | $1.16 | $59K | +36,000 | +$43K |
| Omega Therapeutics | 0.01% | Hold | 16,500 | $1.22 | $20K | — | — |
Showing top 50 of 119 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MRNA - Moderna | 0.10% | Exit | 0 | $119.00 | $238K | −2,000 | −$238K |
| GCI - Gannett | 0.02% | Exit | 0 | $4.58 | $55K | −12,000 | −$55K |
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