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 | 3.70% | Reduce −11.2% | 32,695 | $267.54 | $9M | −4,130 | −$992K |
| BRK.B - Berkshire Hathaway · CL B | 3.57% | Reduce −4.9% | 17,377 | $485.77 | $8M | −903 | −$1M |
| AEM - Agnico Eagle Mines | 2.79% | Reduce −5.6% | 55,487 | $118.93 | $7M | −3,290 | +$227K |
| CTVA - Corteva | 2.56% | Reduce −2.4% | 81,267 | $74.53 | $6M | −2,000 | +$817K |
| COP - Conocophillips | 2.52% | Add +4.8% | 66,399 | $89.74 | $6M | +3,066 | −$693K |
| MDT - Medtronic | 2.46% | Add +0.5% | 66,744 | $87.17 | $6M | +340 | −$149K |
| MSFT - Microsoft | 2.46% | Reduce −0.8% | 11,695 | $497.41 | $6M | −100 | +$1M |
| PG - Procter And Gamble | 2.25% | Reduce −1.5% | 33,385 | $159.32 | $5M | −500 | −$456K |
| CCJ - Cameco | 2.21% | Reduce −0.4% | 70,230 | $74.23 | $5M | −250 | +$2M |
| EMR - Emerson Elec | 2.04% | Reduce −0.8% | 36,240 | $133.33 | $5M | −300 | +$826K |
| ALV - Autoliv | 1.97% | Hold | 41,685 | $111.90 | $5M | — | — |
| UNP - Union Pac | 1.90% | Hold | 19,508 | $230.08 | $4M | — | — |
| AIG - American Intl Group | 1.89% | Reduce −0.4% | 52,252 | $85.59 | $4M | −235 | −$91K |
| CSCO - Cisco Sys | 1.86% | Reduce −0.3% | 63,308 | $69.38 | $4M | −200 | +$473K |
| AGI - Alamos Gold · CL A | 1.78% | Reduce −0.6% | 158,770 | $26.56 | $4M | −880 | −$52K |
| CMCSA - Comcast · CL A | 1.76% | Reduce −10.3% | 116,415 | $35.69 | $4M | −13,375 | −$634K |
| UPS - United Parcel Service · CL B | 1.76% | Add +5.0% | 41,122 | $100.94 | $4M | +1,965 | −$156K |
| GD - General Dynamics | 1.62% | Hold | 13,112 | $291.66 | $4M | — | — |
| BK - Bank New York Mellon | 1.56% | Reduce −1.0% | 40,545 | $91.11 | $4M | −400 | +$260K |
| WTW - Willis Towers Watson | 1.56% | Reduce −2.8% | 12,020 | $306.50 | $4M | −350 | −$496K |
| CVX - Chevron | 1.55% | Reduce −0.2% | 25,529 | $143.19 | $4M | −50 | −$624K |
| SLB - Schlumberger | 1.55% | Add +4.5% | 108,069 | $33.80 | $4M | +4,635 | −$671K |
| NTR - Nutrien | 1.45% | Add +0.4% | 59,035 | $58.24 | $3M | +236 | +$518K |
| FLS - Flowserve | 1.45% | Add +0.7% | 65,590 | $52.35 | $3M | +450 | +$252K |
| VFC - V F | 1.45% | Add +83.9% | 291,349 | $11.75 | $3M | +132,920 | +$965K |
| AAPL - Apple | 1.44% | Reduce −0.4% | 16,569 | $205.17 | $3M | −70 | −$297K |
| INTC - Intel | 1.44% | Reduce −2.5% | 151,679 | $22.40 | $3M | −3,875 | −$135K |
| KIM - Kimco Rlty | 1.42% | Hold | 159,987 | $21.02 | $3M | — | — |
| KMB - Kimberly-Clark | 1.39% | Hold | 25,559 | $128.92 | $3M | — | — |
| C - Citigroup | 1.39% | Reduce −15.6% | 38,679 | $85.12 | $3M | −7,165 | +$38K |
| DVN - Devon Energy | 1.39% | Add +4.0% | 103,067 | $31.81 | $3M | +3,925 | −$429K |
| NOK - Nokia | 1.33% | Reduce −2.4% | 608,199 | $5.18 | $3M | −15,200 | −$135K |
| EL - Estee Lauder · CL A | 1.30% | Add +9.6% | 37,905 | $80.80 | $3M | +3,330 | +$781K |
| FHI - Federated Hermes · CL B | 1.27% | Reduce −2.6% | 67,696 | $44.32 | $3M | −1,800 | +$167K |
| GOOG - Alphabet · CL C | 1.25% | Reduce −0.4% | 16,634 | $177.39 | $3M | −75 | +$340K |
| PFE - Pfizer | 1.20% | Reduce −5.7% | 116,895 | $24.24 | $3M | −7,070 | −$308K |
| PEP - Pepsico | 1.20% | Add +5.9% | 21,418 | $132.04 | $3M | +1,185 | −$206K |
| TGT - Target | 1.18% | Reduce −0.9% | 28,330 | $98.65 | $3M | −260 | −$189K |
| CNH - Cnh Indl | 1.17% | Reduce −0.9% | 214,090 | $12.96 | $3M | −2,000 | +$121K |
| NSC - Norfolk Southn | 1.16% | Hold | 10,675 | $255.97 | $3M | — | — |
| CMI - Cummins | 1.04% | Hold | 7,490 | $327.50 | $2M | — | — |
| PNC - Pnc Finl Svcs Group | 1.03% | Reduce −17.9% | 12,999 | $186.42 | $2M | −2,825 | −$358K |
| APA — | 1.02% | Add +32.2% | 132,433 | $18.29 | $2M | +32,285 | +$317K |
| EXE - Expand Energy | 1.01% | Add +2.2% | 20,321 | $116.94 | $2M | +436 | +$163K |
| JNJ - Johnson & Johnson | 0.89% | Hold | 13,794 | $152.76 | $2M | — | — |
| DIS - Disney Walt | 0.86% | Hold | 16,309 | $124.01 | $2M | — | — |
| MAC - Macerich | 0.85% | Add +0.2% | 123,860 | $16.18 | $2M | +300 | −$117K |
| CAH - Cardinal Health | 0.83% | Hold | 11,705 | $168.00 | $2M | — | — |
| ITW - Illinois Tool Wks | 0.83% | Hold | 7,935 | $247.25 | $2M | — | — |
| CNX - Cnx Res | 0.77% | Hold | 54,175 | $33.68 | $2M | — | — |
| MRK - Merck & | 0.75% | Reduce −11.3% | 22,528 | $79.16 | $2M | −2,880 | −$497K |
| CL - Colgate Palmolive | 0.74% | Reduce −0.5% | 19,269 | $90.90 | $2M | −100 | −$63K |
| LOW - Lowes Cos | 0.73% | Hold | 7,807 | $221.87 | $2M | — | — |
| GIS - General Mls | 0.65% | Hold | 29,782 | $51.81 | $2M | — | — |
| WMT - Walmart | 0.65% | Reduce −1.9% | 15,687 | $97.78 | $2M | −310 | +$129K |
| BAC - Bank of America | 0.64% | Reduce −5.3% | 31,792 | $47.32 | $2M | −1,785 | +$103K |
| UNH - Unitedhealth Group | 0.58% | Add +21.8% | 4,425 | $311.97 | $1M | +791 | −$523K |
| MDLZ - Mondelez Intl · CL A | 0.57% | Hold | 19,810 | $67.44 | $1M | — | — |
| CLF - Cleveland-Cliffs | 0.53% | Reduce −3.1% | 166,090 | $7.60 | $1M | −5,350 | −$147K |
| MOS - Mosaic | 0.51% | Add +1.8% | 33,275 | $36.48 | $1M | +600 | +$331K |
| IGT - Ingredion | 0.47% | Hold | 8,245 | $135.62 | $1M | — | — |
| WFC - Wells Fargo | 0.47% | Reduce −20.6% | 13,863 | $80.12 | $1M | −3,590 | −$142K |
| THO - Thor Inds | 0.46% | Hold | 12,252 | $88.81 | $1M | — | — |
| TMO - Thermo Fisher Scientific | 0.44% | New | 2,542 | $405.46 | $1M | +2,542 | +$1M |
| MMC - Marsh & Mclennan Cos | 0.43% | Hold | 4,645 | $218.64 | $1M | — | — |
| KO - Coca Cola | 0.42% | Hold | 13,871 | $70.75 | $981K | — | — |
| MAA - Mid-Amer Apt Cmntys | 0.39% | Hold | 6,285 | $148.01 | $930K | — | — |
| UL - Unilever | 0.38% | Hold | 14,750 | $61.17 | $902K | — | — |
| TJX - Tjx Cos | 0.37% | Hold | 7,088 | $123.49 | $875K | — | — |
| CBOE - Cboe Global Mkts | 0.37% | Hold | 3,715 | $233.21 | $866K | — | — |
| HD - Home Depot | 0.36% | Hold | 2,298 | $366.64 | $843K | — | — |
| REGN - Regeneron Pharmaceuticals | 0.35% | Reduce −1.2% | 1,580 | $525.00 | $830K | −20 | −$185K |
| JPM - Jpmorgan Chase & | 0.34% | Hold | 2,800 | $289.91 | $812K | — | — |
| DFAC - Dimensional ETF Trust | 0.34% | Hold | 22,504 | $35.84 | $807K | — | — |
| CF - Cf Inds | 0.34% | Add +3.6% | 8,700 | $92.00 | $800K | +300 | +$144K |
| WRB - Berkley W R | 0.33% | Reduce −18.7% | 10,562 | $73.47 | $776K | −2,429 | −$148K |
| CNC - Centene Del | 0.32% | Reduce −31.5% | 14,150 | $54.28 | $768K | −6,500 | −$486K |
| NVDA - Nvidia | 0.32% | Reduce −21.2% | 4,714 | $157.99 | $745K | −1,266 | +$97K |
| BRK.A - Berkshire Hathaway · CL A | 0.31% | Hold | 1 | $728,800 | $729K | — | — |
| ABBV - Abbvie | 0.30% | Hold | 3,849 | $185.62 | $714K | — | — |
| OXY - Occidental | 0.28% | Reduce −30.2% | 15,700 | $42.01 | $660K | −6,800 | −$451K |
| CHRW - C H Robinson Worldwide | 0.28% | Reduce −2.2% | 6,800 | $95.95 | $652K | −150 | −$59K |
| VTV - Vanguard Index Fds | 0.27% | Hold | 3,591 | $176.74 | $635K | — | — |
| GOOGL - Alphabet · CL A | 0.26% | Add +0.3% | 3,532 | $176.23 | $622K | +9 | +$78K |
| Teladoc Health | 0.26% | Add +10.5% | 69,600 | $8.71 | $606K | +6,600 | +$105K |
| TT - Trane Technologies | 0.25% | Hold | 1,350 | $437.41 | $591K | — | — |
| VEU — | 0.21% | Hold | 7,341 | $67.22 | $493K | — | — |
| XOM - Exxon Mobil | 0.21% | Hold | 4,537 | $107.80 | $489K | — | — |
| VZ - Verizon Communications | 0.21% | Hold | 11,229 | $43.27 | $486K | — | — |
| WY - Weyerhaeuser Mtn Be | 0.20% | Hold | 17,990 | $25.69 | $462K | — | — |
| ABT - Abbott Labs | 0.19% | Add +0.8% | 3,254 | $136.01 | $443K | +25 | +$14K |
| LMT - Lockheed Martin | 0.18% | Reduce −1.6% | 919 | $463.14 | $426K | −15 | +$8K |
| BWA - Borgwarner | 0.16% | Hold | 11,480 | $33.48 | $384K | — | — |
| TTC - TORO | 0.16% | Reduce −29.7% | 5,382 | $70.68 | $380K | −2,277 | −$177K |
| DFAT - Dimensional ETF Trust | 0.15% | Reduce −50.0% | 6,693 | $53.97 | $361K | −6,700 | −$328K |
| WINA - Winmark | 0.15% | Hold | 940 | $377.61 | $355K | — | — |
| DEO - Diageo | 0.14% | Hold | 3,247 | $100.84 | $327K | — | — |
| COST - Costco Whsl | 0.14% | Hold | 326 | $989.94 | $323K | — | — |
| URI - United Rentals | 0.13% | Hold | 420 | $753.40 | $316K | — | — |
| RIG - Transocean | 0.13% | Add +9.0% | 116,000 | $2.59 | $300K | +9,600 | −$37K |
| ENB - Enbridge | 0.12% | Hold | 6,306 | $45.32 | $286K | — | — |
| BND - Vanguard Bd Index Fds | 0.12% | Add +16.1% | 5,635 | $49.86 | $281K | +780 | +$39K |
| AMAT - Applied Matls | 0.12% | Hold | 1,525 | $183.07 | $279K | — | — |
| BAX - Baxter Intl | 0.12% | Reduce −15.8% | 9,171 | $30.28 | $278K | −1,727 | −$95K |
| AVGO - Broadcom | 0.11% | New | 970 | $275.65 | $267K | +970 | +$267K |
| VOE - Vanguard Index Fds | 0.11% | Add +2.9% | 1,586 | $164.55 | $261K | +45 | +$13K |
| VIG - Vanguard Specialized Funds | 0.11% | Hold | 1,271 | $204.67 | $260K | — | — |
| SPG - Simon Ppty Group | 0.10% | Reduce −56.6% | 1,536 | $160.76 | $247K | −2,000 | −$340K |
| SPY - Spdr S&P 500 ETF Tr | 0.10% | Hold | 392 | $617.85 | $242K | — | — |
| OSUR - Orasure Technologies | 0.10% | Reduce −9.1% | 79,567 | $3.00 | $239K | −8,000 | −$56K |
| VIGI - Vanguard Whitehall Fds | 0.10% | Reduce −10.1% | 2,504 | $90.12 | $226K | −282 | −$5K |
| VBR - Vanguard Index Fds | 0.09% | Add +3.6% | 1,141 | $195.01 | $223K | +40 | +$17K |
| KOPN - Kopin | 0.09% | Reduce −7.6% | 141,600 | $1.53 | $217K | −11,600 | +$74K |
| LPTH - Lightpath Technologies · CL A | 0.09% | Hold | 69,100 | $3.08 | $213K | — | — |
| DFUV - Dimensional ETF Trust | 0.09% | Hold | 4,920 | $42.28 | $208K | — | — |
| LRCX - Lam Research | 0.09% | New | 2,105 | $97.34 | $205K | +2,105 | +$205K |
| Walgreens Boots Alliance | 0.08% | Reduce −5.6% | 16,900 | $11.48 | $194K | −1,000 | −$6K |
| IAUX - I-80 Gold | 0.05% | Hold | 186,800 | $0.5984 | $112K | — | — |
| AMCR - Amcor | 0.04% | Hold | 10,000 | $9.19 | $92K | — | — |
| ARQ — | 0.02% | Hold | 10,600 | $5.37 | $57K | — | — |
Showing top 50 of 120 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| RIO - Rio Tinto | 0.43% | Exit | 0 | $60.05 | $1M | −17,035 | −$1M |
| EOG - Eog Res | 0.09% | Exit | 0 | $128.02 | $217K | −1,695 | −$217K |
| PSX - Phillips 66 | 0.09% | Exit | 0 | $123.64 | $204K | −1,650 | −$204K |
| AHRT — | 0.06% | Exit | 0 | $7.52 | $133K | −17,695 | −$133K |
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