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 | 4.13% | Reduce −2.4% | 36,825 | $264.46 | $10M | −900 | +$651K |
| BRK.B - Berkshire Hathaway · CL B | 4.13% | Reduce −1.6% | 18,280 | $532.58 | $10M | −300 | +$1M |
| COP - Conocophillips | 2.82% | Add +1.3% | 63,333 | $105.02 | $7M | +800 | +$450K |
| AEM - Agnico Eagle Mines | 2.70% | Reduce −0.3% | 58,777 | $108.41 | $6M | −200 | +$2M |
| MDT - Medtronic | 2.53% | Reduce −0.2% | 66,404 | $89.86 | $6M | −155 | +$650K |
| PG - Procter And Gamble | 2.45% | Reduce −0.4% | 33,885 | $170.42 | $6M | −150 | +$69K |
| CTVA - Corteva | 2.22% | Reduce −0.2% | 83,267 | $62.93 | $5M | −175 | +$487K |
| CMCSA - Comcast · CL A | 2.03% | Add +2.2% | 129,790 | $36.90 | $5M | +2,855 | +$25K |
| UNP - Union Pac | 1.96% | Reduce −0.3% | 19,508 | $236.24 | $5M | −50 | +$149K |
| AIG - American Intl Group | 1.94% | Add +0.4% | 52,487 | $86.94 | $5M | +225 | +$759K |
| MSFT - Microsoft | 1.88% | Reduce −2.6% | 11,795 | $375.39 | $4M | −320 | −$679K |
| SLB - Schlumberger | 1.83% | Add +7.4% | 103,434 | $41.80 | $4M | +7,110 | +$630K |
| UPS - United Parcel Service · CL B | 1.83% | Add +42.8% | 39,157 | $109.99 | $4M | +11,735 | +$849K |
| CVX - Chevron | 1.82% | Add +0.5% | 25,579 | $167.29 | $4M | +120 | +$592K |
| AGI - Alamos Gold · CL A | 1.81% | Add +0.3% | 159,650 | $26.74 | $4M | +500 | +$1M |
| WTW - Willis Towers Watson | 1.77% | Reduce −1.1% | 12,370 | $337.95 | $4M | −140 | +$262K |
| EMR - Emerson Elec | 1.70% | Reduce −4.2% | 36,540 | $109.64 | $4M | −1,605 | −$721K |
| CSCO - Cisco Sys | 1.66% | Reduce −1.3% | 63,508 | $61.71 | $4M | −840 | +$110K |
| DVN - Devon Energy | 1.57% | Add +4.4% | 99,142 | $37.40 | $4M | +4,170 | +$599K |
| AAPL - Apple | 1.57% | Reduce −2.0% | 16,639 | $222.13 | $4M | −342 | −$519K |
| ALV - Autoliv | 1.56% | Reduce −0.2% | 41,685 | $88.45 | $4M | −100 | −$232K |
| KMB - Kimberly-Clark | 1.54% | Hold | 25,559 | $142.22 | $4M | — | — |
| GD - General Dynamics | 1.52% | Reduce −9.1% | 13,112 | $272.58 | $4M | −1,318 | −$228K |
| INTC - Intel | 1.50% | Reduce −1.2% | 155,554 | $22.71 | $4M | −1,920 | +$375K |
| BK - Bank New York Mellon | 1.46% | Reduce −3.0% | 40,945 | $83.87 | $3M | −1,260 | +$191K |
| KIM - Kimco Rlty | 1.44% | Hold | 159,987 | $21.24 | $3M | — | — |
| NOK - Nokia | 1.39% | Reduce −0.2% | 623,399 | $5.27 | $3M | −1,200 | +$518K |
| C - Citigroup | 1.38% | Reduce −5.1% | 45,844 | $70.99 | $3M | −2,470 | −$146K |
| FLS - Flowserve | 1.35% | Reduce −3.4% | 65,140 | $48.84 | $3M | −2,275 | −$696K |
| PFE - Pfizer | 1.33% | Add +7.6% | 123,965 | $25.34 | $3M | +8,740 | +$84K |
| PEP - Pepsico | 1.29% | Add +12.6% | 20,233 | $149.94 | $3M | +2,268 | +$302K |
| TGT - Target | 1.27% | Reduce −0.2% | 28,590 | $104.36 | $3M | −50 | −$888K |
| NTR - Nutrien | 1.24% | Add +9.6% | 58,799 | $49.67 | $3M | +5,165 | +$520K |
| CCJ - Cameco | 1.23% | Hold | 70,480 | $41.16 | $3M | — | — |
| FHI - Federated Hermes · CL B | 1.20% | Reduce −15.6% | 69,496 | $40.77 | $3M | −12,850 | −$552K |
| PNC - Pnc Finl Svcs Group | 1.18% | Reduce −1.9% | 15,824 | $175.77 | $3M | −300 | −$328K |
| CNH - Cnh Indl | 1.13% | Add +8.9% | 216,090 | $12.28 | $3M | +17,600 | +$405K |
| GOOG - Alphabet · CL C | 1.11% | Reduce −5.2% | 16,709 | $156.23 | $3M | −910 | −$745K |
| NSC - Norfolk Southn | 1.07% | Hold | 10,675 | $236.85 | $3M | — | — |
| VFC - V F | 1.04% | Hold | 158,429 | $15.52 | $2M | — | — |
| CMI - Cummins | 1.00% | Reduce −0.3% | 7,490 | $313.44 | $2M | −25 | −$272K |
| JNJ - Johnson & Johnson | 0.97% | Hold | 13,794 | $165.85 | $2M | — | — |
| EL - Estee Lauder · CL A | 0.97% | Add +1.9% | 34,575 | $66.00 | $2M | +650 | −$262K |
| MRK - Merck & | 0.97% | Add +0.8% | 25,408 | $89.76 | $2M | +200 | −$227K |
| EXE - Expand Energy | 0.94% | Add +5.7% | 19,885 | $111.32 | $2M | +1,075 | +$341K |
| MAC - Macerich | 0.90% | Add +5.2% | 123,560 | $17.17 | $2M | +6,100 | −$218K |
| APA — | 0.89% | Add +1.7% | 100,148 | $21.02 | $2M | +1,700 | −$168K |
| ITW - Illinois Tool Wks | 0.83% | Add +3.9% | 7,935 | $248.01 | $2M | +300 | +$32K |
| UNH - Unitedhealth Group | 0.81% | Reduce −7.2% | 3,634 | $523.75 | $2M | −284 | −$79K |
| LOW - Lowes Cos | 0.77% | Reduce −0.6% | 7,807 | $233.23 | $2M | −50 | −$118K |
| CL - Colgate Palmolive | 0.77% | Hold | 19,369 | $93.70 | $2M | — | — |
| GIS - General Mls | 0.76% | Reduce −0.3% | 29,782 | $59.79 | $2M | −88 | −$124K |
| CNX - Cnx Res | 0.72% | Hold | 54,175 | $31.48 | $2M | — | — |
| CAH - Cardinal Health | 0.68% | Hold | 11,705 | $137.77 | $2M | — | — |
| DIS - Disney Walt | 0.68% | Hold | 16,309 | $98.70 | $2M | — | — |
| CLF - Cleveland-Cliffs | 0.60% | Add +9.5% | 171,440 | $8.22 | $1M | +14,875 | −$62K |
| WMT - Walmart | 0.60% | Reduce −9.5% | 15,997 | $87.79 | $1M | −1,688 | −$193K |
| BAC - Bank of America | 0.59% | Reduce −6.4% | 33,577 | $41.73 | $1M | −2,300 | −$176K |
| MDLZ - Mondelez Intl · CL A | 0.57% | Hold | 19,810 | $67.85 | $1M | — | — |
| CNC - Centene Del | 0.53% | New | 20,650 | $60.71 | $1M | +20,650 | +$1M |
| WFC - Wells Fargo | 0.53% | Reduce −6.8% | 17,453 | $71.79 | $1M | −1,280 | −$63K |
| MMC - Marsh & Mclennan Cos | 0.48% | Reduce −1.8% | 4,645 | $244.03 | $1M | −85 | +$129K |
| IGT - Ingredion | 0.47% | Reduce −3.5% | 8,245 | $135.21 | $1M | −300 | −$61K |
| OXY - Occidental | 0.47% | Add +3.7% | 22,500 | $49.36 | $1M | +800 | +$38K |
| MAA - Mid-Amer Apt Cmntys | 0.45% | Reduce −3.5% | 6,285 | $167.58 | $1M | −230 | +$46K |
| RIO - Rio Tinto | 0.43% | Reduce −1.4% | 17,035 | $60.08 | $1M | −250 | +$7K |
| REGN - Regeneron Pharmaceuticals | 0.43% | Hold | 1,600 | $634.23 | $1M | — | — |
| KO - Coca Cola | 0.42% | Hold | 13,871 | $71.62 | $993K | — | — |
| THO - Thor Inds | 0.39% | Hold | 12,252 | $75.81 | $929K | — | — |
| WRB - Berkley W R | 0.39% | Hold | 12,991 | $71.16 | $924K | — | — |
| MOS - Mosaic | 0.37% | Add +0.3% | 32,675 | $27.01 | $883K | +100 | +$82K |
| UL - Unilever | 0.37% | Hold | 14,750 | $59.55 | $878K | — | — |
| TJX - Tjx Cos | 0.37% | Hold | 7,088 | $121.80 | $863K | — | — |
| HD - Home Depot | 0.36% | Add +4.5% | 2,298 | $366.49 | $842K | +100 | −$13K |
| CBOE - Cboe Global Mkts | 0.36% | Hold | 3,715 | $226.29 | $841K | — | — |
| ABBV - Abbvie | 0.34% | Add +143.5% | 3,849 | $209.52 | $806K | +2,268 | +$525K |
| BRK.A - Berkshire Hathaway · CL A | 0.34% | Hold | 1 | $798,441 | $798K | — | — |
| DFAC - Dimensional ETF Trust | 0.31% | Hold | 22,504 | $32.99 | $742K | — | — |
| CHRW - C H Robinson Worldwide | 0.30% | Hold | 6,950 | $102.40 | $712K | — | — |
| DFAT - Dimensional ETF Trust | 0.29% | Hold | 13,393 | $51.49 | $690K | — | — |
| JPM - Jpmorgan Chase & | 0.29% | Add +14.8% | 2,800 | $245.30 | $687K | +360 | +$102K |
| CF - Cf Inds | 0.28% | Add +5.7% | 8,400 | $78.15 | $656K | +450 | −$22K |
| NVDA - Nvidia | 0.27% | New | 5,980 | $108.38 | $648K | +5,980 | +$648K |
| VTV - Vanguard Index Fds | 0.26% | Add +5.6% | 3,591 | $172.74 | $620K | +190 | +$45K |
| SPG - Simon Ppty Group | 0.25% | Hold | 3,536 | $166.08 | $587K | — | — |
| TTC - TORO | 0.24% | Reduce −21.5% | 7,659 | $72.75 | $557K | −2,100 | −$225K |
| GOOGL - Alphabet · CL A | 0.23% | Hold | 3,523 | $154.64 | $545K | — | — |
| XOM - Exxon Mobil | 0.23% | Add +3.1% | 4,537 | $118.93 | $540K | +138 | +$66K |
| WY - Weyerhaeuser Mtn Be | 0.22% | Hold | 17,990 | $29.28 | $527K | — | — |
| VZ - Verizon Communications | 0.22% | Hold | 11,229 | $45.36 | $509K | — | — |
| Teladoc Health | 0.21% | Add +25.0% | 63,000 | $7.96 | $501K | +12,600 | +$43K |
| TT - Trane Technologies | 0.19% | Hold | 1,350 | $336.92 | $455K | — | — |
| VEU — | 0.19% | Add +15.1% | 7,341 | $60.66 | $445K | +965 | +$79K |
| ABT - Abbott Labs | 0.18% | New | 3,229 | $132.65 | $428K | +3,229 | +$428K |
| LMT - Lockheed Martin | 0.18% | Reduce −30.2% | 934 | $446.71 | $417K | −405 | −$233K |
| BAX - Baxter Intl | 0.16% | Reduce −3.3% | 10,898 | $34.23 | $373K | −375 | +$44K |
| DEO - Diageo | 0.14% | Hold | 3,247 | $104.79 | $340K | — | — |
| RIG - Transocean | 0.14% | Hold | 106,400 | $3.17 | $337K | — | — |
| BWA - Borgwarner | 0.14% | Hold | 11,480 | $28.65 | $329K | — | — |
| COST - Costco Whsl | 0.13% | Hold | 326 | $945.78 | $308K | — | — |
| WINA - Winmark | 0.13% | Hold | 940 | $317.87 | $299K | — | — |
| OSUR - Orasure Technologies | 0.13% | Add +9.1% | 87,567 | $3.37 | $295K | +7,280 | +$5K |
| ENB - Enbridge | 0.12% | Hold | 6,306 | $44.31 | $279K | — | — |
| URI - United Rentals | 0.11% | Hold | 420 | $626.70 | $263K | — | — |
| VOE - Vanguard Index Fds | 0.11% | Add +11.6% | 1,541 | $160.63 | $248K | +160 | +$24K |
| VIG - Vanguard Specialized Funds | 0.10% | Add +18.1% | 1,271 | $193.99 | $247K | +195 | +$36K |
| BND - Vanguard Bd Index Fds | 0.10% | Reduce −0.2% | 4,855 | $49.85 | $242K | −11 | +$1K |
| VIGI - Vanguard Whitehall Fds | 0.10% | New | 2,786 | $82.94 | $231K | +2,786 | +$231K |
| AMAT - Applied Matls | 0.09% | Hold | 1,525 | $145.12 | $221K | — | — |
| SPY - Spdr S&P 500 ETF Tr | 0.09% | Reduce −2.5% | 392 | $559.39 | $219K | −10 | −$16K |
| EOG - Eog Res | 0.09% | Hold | 1,695 | $128.24 | $217K | — | — |
| VBR - Vanguard Index Fds | 0.09% | New | 1,101 | $186.29 | $205K | +1,101 | +$205K |
| PSX - Phillips 66 | 0.09% | New | 1,650 | $123.48 | $204K | +1,650 | +$204K |
| DFUV - Dimensional ETF Trust | 0.09% | Hold | 4,920 | $41.21 | $203K | — | — |
| Walgreens Boots Alliance | 0.08% | Reduce −59.6% | 17,900 | $11.17 | $200K | −26,400 | −$213K |
| KOPN - Kopin | 0.06% | Hold | 153,200 | $0.9322 | $143K | — | — |
| LPTH - Lightpath Technologies · CL A | 0.06% | Hold | 69,100 | $2.01 | $139K | — | — |
| AHRT — | 0.06% | Reduce −28.2% | 17,695 | $7.51 | $133K | −6,950 | −$119K |
| IAUX - I-80 Gold | 0.05% | Add +19.1% | 186,800 | $0.5818 | $109K | +30,000 | +$33K |
| AMCR - Amcor | 0.04% | Hold | 10,000 | $9.70 | $97K | — | — |
| ARQ — | 0.02% | Hold | 10,600 | $4.17 | $44K | — | — |
Showing top 50 of 121 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Signet Jewelers | 0.73% | Exit | 0 | $80.71 | $2M | −20,877 | −$2M |
| HII - Huntington Ingalls Inds | 0.46% | Exit | 0 | $188.89 | $1M | −5,707 | −$1M |
| FCX - Freeport-Mcmoran · CL B | 0.21% | Exit | 0 | $38.06 | $490K | −12,876 | −$490K |
| FUL - Fuller H B | 0.11% | Exit | 0 | $67.56 | $252K | −3,730 | −$252K |
| WBD - Warner Bros Discovery | 0.09% | Exit | 0 | $10.55 | $212K | −20,100 | −$212K |
| Omega Therapeutics | 0.01% | Exit | 0 | $0.7273 | $12K | −16,500 | −$12K |
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