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
| TRV - Travelers Companies | 3.91% | Add +7.7% | 37,725 | $240.89 | $9M | +2,700 | +$888K |
| BRK.B - Berkshire Hathaway · CL B | 3.63% | Reduce −1.1% | 18,580 | $453.28 | $8M | −212 | −$227K |
| COP - Conocophillips | 2.67% | Add +0.2% | 62,533 | $99.17 | $6M | +150 | −$366K |
| PG - Procter And Gamble | 2.46% | Hold | 34,035 | $167.65 | $6M | — | — |
| MDT - Medtronic | 2.29% | Reduce −2.5% | 66,559 | $79.88 | $5M | −1,725 | −$831K |
| MSFT - Microsoft | 2.20% | Reduce −4.6% | 12,115 | $421.50 | $5M | −579 | −$356K |
| CMCSA - Comcast · CL A | 2.05% | Reduce −1.1% | 126,935 | $37.53 | $5M | −1,440 | −$598K |
| CTVA - Corteva | 2.05% | Reduce −0.4% | 83,442 | $56.96 | $5M | −300 | −$170K |
| EMR - Emerson Elec | 2.04% | Reduce −2.4% | 38,145 | $123.93 | $5M | −946 | +$452K |
| AEM - Agnico Eagle Mines | 1.99% | Reduce −0.4% | 58,977 | $78.21 | $5M | −255 | −$159K |
| UNP - Union Pac | 1.92% | Hold | 19,558 | $228.04 | $4M | — | — |
| AAPL - Apple | 1.81% | Add +0.2% | 16,981 | $248.21 | $4M | +32 | +$266K |
| ALV - Autoliv | 1.69% | Hold | 41,785 | $93.79 | $4M | — | — |
| WTW - Willis Towers Watson | 1.69% | Hold | 12,510 | $313.24 | $4M | — | — |
| FLS - Flowserve | 1.67% | Reduce −2.2% | 67,415 | $57.52 | $4M | −1,500 | +$315K |
| TGT - Target | 1.67% | Hold | 28,640 | $135.18 | $4M | — | — |
| CSCO - Cisco Sys | 1.64% | Add +11.0% | 64,348 | $59.20 | $4M | +6,400 | +$725K |
| AIG - American Intl Group | 1.64% | Hold | 52,262 | $72.80 | $4M | — | — |
| GD - General Dynamics | 1.64% | Hold | 14,430 | $263.49 | $4M | — | — |
| KIM - Kimco Rlty | 1.61% | Reduce −10.0% | 159,987 | $23.43 | $4M | −17,875 | −$381K |
| SLB - Schlumberger | 1.59% | Reduce −2.4% | 96,324 | $38.34 | $4M | −2,360 | −$447K |
| CVX - Chevron | 1.59% | Reduce −0.5% | 25,459 | $144.84 | $4M | −128 | −$81K |
| CCJ - Cameco | 1.56% | Reduce −2.8% | 70,480 | $51.39 | $4M | −2,040 | +$158K |
| UPS - United Parcel Service · CL B | 1.49% | Reduce −1.3% | 27,422 | $126.10 | $3M | −357 | −$329K |
| C - Citigroup | 1.46% | Reduce −7.3% | 48,314 | $70.39 | $3M | −3,825 | +$137K |
| VFC - V F | 1.46% | Add +15.9% | 158,429 | $21.46 | $3M | +21,765 | +$673K |
| FHI - Federated Hermes · CL B | 1.46% | Reduce −3.7% | 82,346 | $41.11 | $3M | −3,200 | +$240K |
| GOOG - Alphabet · CL C | 1.44% | Reduce −4.2% | 17,619 | $190.44 | $3M | −771 | +$281K |
| KMB - Kimberly-Clark | 1.44% | Add +13.0% | 25,559 | $131.04 | $3M | +2,937 | +$131K |
| BK - Bank New York Mellon | 1.40% | Reduce −2.4% | 42,205 | $76.83 | $3M | −1,016 | +$137K |
| INTC - Intel | 1.36% | Reduce −16.5% | 157,474 | $20.05 | $3M | −31,020 | −$1M |
| PNC - Pnc Finl Svcs Group | 1.34% | Reduce −6.4% | 16,124 | $192.85 | $3M | −1,105 | −$75K |
| DVN - Devon Energy | 1.34% | Add +0.5% | 94,972 | $32.73 | $3M | +450 | −$589K |
| PFE - Pfizer | 1.32% | Reduce −21.2% | 115,225 | $26.53 | $3M | −31,044 | −$1M |
| AGI - Alamos Gold · CL A | 1.26% | Add +6.9% | 159,150 | $18.44 | $3M | +10,290 | −$34K |
| NOK - Nokia | 1.19% | Reduce −4.5% | 624,599 | $4.43 | $3M | −29,441 | −$91K |
| PEP - Pepsico | 1.18% | Add +1.7% | 17,965 | $152.06 | $3M | +298 | −$273K |
| CMI - Cummins | 1.13% | Reduce −2.4% | 7,515 | $348.60 | $3M | −185 | +$127K |
| EL - Estee Lauder · CL A | 1.10% | New | 33,925 | $74.98 | $3M | +33,925 | +$3M |
| MRK - Merck & | 1.08% | Hold | 25,208 | $99.48 | $3M | — | — |
| NSC - Norfolk Southn | 1.08% | Hold | 10,675 | $234.70 | $3M | — | — |
| NTR - Nutrien | 1.03% | Reduce −12.0% | 53,634 | $44.75 | $2M | −7,335 | −$530K |
| MAC - Macerich | 1.01% | Add +1.7% | 117,460 | $19.92 | $2M | +2,000 | +$234K |
| APA — | 0.98% | Reduce −3.1% | 98,448 | $23.09 | $2M | −3,194 | −$213K |
| CNH - Cnh Indl | 0.97% | Add +1.4% | 198,490 | $11.33 | $2M | +2,655 | +$75K |
| JNJ - Johnson & Johnson | 0.86% | Hold | 13,794 | $144.63 | $2M | — | — |
| CNX - Cnx Res | 0.86% | Reduce −10.2% | 54,175 | $36.67 | $2M | −6,125 | +$23K |
| UNH - Unitedhealth Group | 0.85% | Reduce −2.3% | 3,918 | $505.86 | $2M | −92 | −$363K |
| LOW - Lowes Cos | 0.84% | Reduce −1.2% | 7,857 | $246.80 | $2M | −95 | −$215K |
| ITW - Illinois Tool Wks | 0.83% | Hold | 7,635 | $253.56 | $2M | — | — |
| GIS - General Mls | 0.82% | Reduce −2.5% | 29,870 | $63.77 | $2M | −765 | −$358K |
| EXE - Expand Energy | 0.81% | Hold | 18,810 | $99.55 | $2M | — | — |
| DIS - Disney Walt | 0.78% | Hold | 16,309 | $111.35 | $2M | — | — |
| CL - Colgate Palmolive | 0.76% | Hold | 19,369 | $90.91 | $2M | — | — |
| Signet Jewelers | 0.73% | Reduce −26.3% | 20,877 | $80.71 | $2M | −7,448 | −$1M |
| WMT - Walmart | 0.69% | Reduce −2.2% | 17,685 | $90.35 | $2M | −400 | +$137K |
| BAC - Bank of America | 0.68% | Reduce −8.6% | 35,877 | $43.95 | $2M | −3,365 | +$20K |
| CLF - Cleveland-Cliffs | 0.63% | Add +16.7% | 156,565 | $9.40 | $1M | +22,450 | −$241K |
| CAH - Cardinal Health | 0.60% | Hold | 11,705 | $118.27 | $1M | — | — |
| WFC - Wells Fargo | 0.57% | Reduce −5.1% | 18,733 | $70.24 | $1M | −1,000 | +$201K |
| MDLZ - Mondelez Intl · CL A | 0.51% | Hold | 19,810 | $59.73 | $1M | — | — |
| IGT - Ingredion | 0.51% | Reduce −1.5% | 8,545 | $137.56 | $1M | −134 | −$17K |
| THO - Thor Inds | 0.50% | Hold | 12,252 | $95.71 | $1M | — | — |
| REGN - Regeneron Pharmaceuticals | 0.49% | Hold | 1,600 | $712.33 | $1M | — | — |
| HII - Huntington Ingalls Inds | 0.46% | Reduce −35.6% | 5,707 | $188.97 | $1M | −3,160 | −$1M |
| OXY - Occidental | 0.46% | Add +88.7% | 21,700 | $49.41 | $1M | +10,200 | +$479K |
| RIO - Rio Tinto | 0.44% | Reduce −2.3% | 17,285 | $58.81 | $1M | −400 | −$242K |
| MAA - Mid-Amer Apt Cmntys | 0.43% | Reduce −1.5% | 6,515 | $154.57 | $1M | −100 | −$44K |
| MMC - Marsh & Mclennan Cos | 0.43% | Hold | 4,730 | $212.41 | $1M | — | — |
| KO - Coca Cola | 0.37% | Hold | 13,871 | $62.26 | $864K | — | — |
| TJX - Tjx Cos | 0.37% | Hold | 7,088 | $120.81 | $856K | — | — |
| HD - Home Depot | 0.37% | Reduce −0.5% | 2,198 | $388.99 | $855K | −10 | −$40K |
| UL - Unilever | 0.36% | Hold | 14,750 | $56.70 | $836K | — | — |
| MOS - Mosaic | 0.34% | Add +83.3% | 32,575 | $24.58 | $801K | +14,800 | +$325K |
| TTC - TORO | 0.34% | Reduce −2.4% | 9,759 | $80.10 | $782K | −245 | −$86K |
| DFAC - Dimensional ETF Trust | 0.34% | Hold | 22,504 | $34.59 | $778K | — | — |
| WRB - Berkley W R | 0.33% | Hold | 12,991 | $58.52 | $760K | — | — |
| DFAT - Dimensional ETF Trust | 0.32% | Reduce −10.1% | 13,393 | $55.66 | $745K | −1,500 | −$83K |
| CBOE - Cboe Global Mkts | 0.31% | Hold | 3,715 | $195.40 | $726K | — | — |
| CHRW - C H Robinson Worldwide | 0.31% | Hold | 6,950 | $103.32 | $718K | — | — |
| BRK.A - Berkshire Hathaway · CL A | 0.29% | Hold | 1 | $680,920 | $681K | — | — |
| CF - Cf Inds | 0.29% | Add +4.6% | 7,950 | $85.32 | $678K | +350 | +$26K |
| GOOGL - Alphabet · CL A | 0.29% | Reduce −1.8% | 3,523 | $189.30 | $667K | −65 | +$72K |
| LMT - Lockheed Martin | 0.28% | Hold | 1,339 | $485.94 | $651K | — | — |
| SPG - Simon Ppty Group | 0.26% | Reduce −12.4% | 3,536 | $172.21 | $609K | −500 | −$73K |
| JPM - Jpmorgan Chase & | 0.25% | Hold | 2,440 | $239.71 | $585K | — | — |
| VTV - Vanguard Index Fds | 0.25% | Add +7.8% | 3,401 | $169.30 | $576K | +245 | +$25K |
| WY - Weyerhaeuser Mtn Be | 0.22% | Hold | 17,990 | $28.15 | $506K | — | — |
| TT - Trane Technologies | 0.21% | Reduce −45.7% | 1,350 | $369.35 | $499K | −1,135 | −$467K |
| FCX - Freeport-Mcmoran · CL B | 0.21% | Reduce −41.4% | 12,876 | $38.08 | $490K | −9,084 | −$606K |
| XOM - Exxon Mobil | 0.20% | Hold | 4,399 | $107.57 | $473K | — | — |
| Teladoc Health | 0.20% | New | 50,400 | $9.09 | $458K | +50,400 | +$458K |
| VZ - Verizon Communications | 0.19% | Reduce −5.4% | 11,229 | $39.99 | $449K | −636 | −$84K |
| Walgreens Boots Alliance | 0.18% | New | 44,300 | $9.33 | $413K | +44,300 | +$413K |
| DEO - Diageo | 0.18% | Add +10.0% | 3,247 | $127.13 | $413K | +295 | −$1K |
| RIG - Transocean | 0.17% | Reduce −0.5% | 106,400 | $3.75 | $399K | −550 | −$56K |
| WINA - Winmark | 0.16% | Reduce −6.0% | 940 | $393.07 | $369K | −60 | −$13K |
| VEU — | 0.16% | Add +6.4% | 6,376 | $57.41 | $366K | +385 | −$11K |
| BWA - Borgwarner | 0.16% | Hold | 11,480 | $31.79 | $365K | — | — |
| BAX - Baxter Intl | 0.14% | Reduce −16.4% | 11,273 | $29.16 | $329K | −2,218 | −$184K |
| COST - Costco Whsl | 0.13% | Hold | 326 | $916.27 | $299K | — | — |
| URI - United Rentals | 0.13% | Hold | 420 | $704.44 | $296K | — | — |
| OSUR - Orasure Technologies | 0.12% | Hold | 80,287 | $3.61 | $290K | — | — |
| ABBV - Abbvie | 0.12% | Hold | 1,581 | $177.70 | $281K | — | — |
| ENB - Enbridge | 0.12% | Hold | 6,306 | $42.43 | $268K | — | — |
| AHRT — | 0.11% | Hold | 24,645 | $10.23 | $252K | — | — |
| FUL - Fuller H B | 0.11% | Hold | 3,730 | $67.48 | $252K | — | — |
| AMAT - Applied Matls | 0.11% | Reduce −18.9% | 1,525 | $162.63 | $248K | −355 | −$132K |
| LPTH - Lightpath Technologies · CL A | 0.11% | Hold | 69,100 | $3.53 | $244K | — | — |
| BND - Vanguard Bd Index Fds | 0.10% | Hold | 4,866 | $49.62 | $241K | — | — |
| SPY - Spdr S&P 500 ETF Tr | 0.10% | Hold | 402 | $586.08 | $236K | — | — |
| VOE - Vanguard Index Fds | 0.10% | Add +6.6% | 1,381 | $161.84 | $223K | +85 | +$6K |
| WBD - Warner Bros Discovery | 0.09% | Reduce −46.4% | 20,100 | $10.57 | $212K | −17,389 | −$97K |
| VIG - Vanguard Specialized Funds | 0.09% | New | 1,076 | $195.83 | $211K | +1,076 | +$211K |
| KOPN - Kopin | 0.09% | Add +13.0% | 153,200 | $1.36 | $208K | +17,600 | +$109K |
| EOG - Eog Res | 0.09% | New | 1,695 | $122.58 | $208K | +1,695 | +$208K |
| DFUV - Dimensional ETF Trust | 0.09% | Hold | 4,920 | $40.92 | $201K | — | — |
| AMCR - Amcor | 0.04% | Hold | 10,000 | $9.41 | $94K | — | — |
| ARQ — | 0.03% | Hold | 10,600 | $7.57 | $80K | — | — |
| IAUX - I-80 Gold | 0.03% | Add +207.5% | 156,800 | $0.4850 | $76K | +105,800 | +$17K |
| Omega Therapeutics | 0.01% | Hold | 16,500 | $0.7456 | $12K | — | — |
Showing top 50 of 121 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DOW - DOW Inc | 0.18% | Exit | 0 | $54.62 | $426K | −7,800 | −$426K |
| PSX - Phillips 66 | 0.09% | Exit | 0 | $131.52 | $217K | −1,650 | −$217K |
| Whitestone Reit | 0.06% | Exit | 0 | $13.51 | $154K | −11,400 | −$154K |
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