Murphy Pohlad Asset Management LLC Murphy Pohlad

Eden Prairie, MN 21 processed 13Fs on this site, 2021 Q3 to 2026 Q3

$288M
140 holdings
2026 Q3
+0.3% QoQ
Top 5 14.8%

Portfolio

2026 Q3, filed 10/22/2026, top 12 of 140 holdings

Top 5 14.8%, top 10 24.8%

AUM over time

2026 Q3 $288M +0.3% QoQ

Q3 2021

Q1 2022

Q1 2023

Q1 2024

Q1 2025

Q1 2026

Book

2025 Q2 2025 Q1, filed 4 Aug, long equity only

Download CSV Download Excel All activity


TRV, Travelers	3.70%, was 4.13%	Reduce −11.2%	32,695	$267.54	$8.7M	−4,130	−$992K
BRK.B, Berkshire Hathaway Class B	3.57%, was 4.13%	Reduce −4.9%	17,377	$485.77	$8.4M	−903	−$1.3M
AEM, Agnico Eagle Mines	2.79%	Reduce −5.6%	55,487	$118.93	$6.6M	−3,290	+$227K
CTVA, Corteva	2.56%	Reduce −2.4%	81,267	$74.53	$6.1M	−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	$5.8M	+340	−$149K
MSFT, Microsoft	2.46%	Reduce −0.8%	11,695	$497.41	$5.8M	−100	+$1.4M
PG, Procter & Gamble	2.25%, was 2.45%	Reduce −1.5%	33,385	$159.32	$5.3M	−500	−$456K
CCJ, Cameco	2.21%	Reduce −0.4%	70,230	$74.23	$5.2M	−250	+$2.3M
EMR, Emerson Electric	2.04%	Reduce −0.8%	36,240	$133.33	$4.8M	−300	+$826K
ALV, Autoliv	1.97%	Hold	41,685	$111.90	$4.7M	—	—
UNP, Union Pacific	1.90%	Hold	19,508	$230.08	$4.5M	—	—
AIG	1.89%, was 1.94%	Reduce −0.4%	52,252	$85.59	$4.5M	−235	−$91K
CSCO, Cisco	1.86%	Reduce −0.3%	63,308	$69.38	$4.4M	−200	+$473K
AGI, Alamos Gold	1.78%, was 1.81%	Reduce −0.6%	158,770	$26.56	$4.2M	−880	−$52K
CMCSA, Comcast	1.76%, was 2.03%	Reduce −10.3%	116,415	$35.69	$4.2M	−13,375	−$634K
UPS	1.76%	Add +5.0%	41,122	$100.94	$4.2M	+1,965	−$156K
GD, General Dynamics	1.62%	Hold	13,112	$291.66	$3.8M	—	—
BK, BNY	1.56%	Reduce −1.0%	40,545	$91.11	$3.7M	−400	+$260K
WTW, Willis Towers Watson	1.56%, was 1.77%	Reduce −2.8%	12,020	$306.50	$3.7M	−350	−$496K
CVX, Chevron	1.55%, was 1.82%	Reduce −0.2%	25,529	$143.19	$3.7M	−50	−$624K
SLB	1.55%	Add +4.5%	108,069	$33.80	$3.7M	+4,635	−$671K
NTR, Nutrien	1.45%, was 1.24%	Add +0.4%	59,035	$58.24	$3.4M	+236	+$518K
FLS, Flowserve	1.45%, was 1.35%	Add +0.7%	65,590	$52.35	$3.4M	+450	+$252K
VFC, V	1.45%, was 1.04%	Add +83.9%	291,349	$11.75	$3.4M	+132,920	+$965K
AAPL, Apple	1.44%, was 1.57%	Reduce −0.4%	16,569	$205.17	$3.4M	−70	−$297K
INTC, Intel	1.44%, was 1.50%	Reduce −2.5%	151,679	$22.40	$3.4M	−3,875	−$135K
KIM, Kimco Realty	1.42%	Hold	159,987	$21.02	$3.4M	—	—
KMB, Kimberly-Clark	1.39%	Hold	25,559	$128.92	$3.3M	—	—
C, Citigroup	1.39%	Reduce −15.6%	38,679	$85.12	$3.3M	−7,165	+$38K
DVN, Devon Energy	1.39%	Add +4.0%	103,067	$31.81	$3.3M	+3,925	−$429K
NOK, Nokia	1.33%, was 1.39%	Reduce −2.4%	608,199	$5.18	$3.2M	−15,200	−$135K
EL, Estee Lauder	1.30%, was 0.97%	Add +9.6%	37,905	$80.80	$3.1M	+3,330	+$781K
FHI, Federated Hermes	1.27%	Reduce −2.6%	67,696	$44.32	$3M	−1,800	+$167K
GOOG, Alphabet Class C	1.25%	Reduce −0.4%	16,634	$177.39	$3M	−75	+$340K
PFE, Pfizer	1.20%, was 1.33%	Reduce −5.7%	116,895	$24.24	$2.8M	−7,070	−$308K
PEP, PepsiCo	1.20%	Add +5.9%	21,418	$132.04	$2.8M	+1,185	−$206K
TGT, Target	1.18%, was 1.27%	Reduce −0.9%	28,330	$98.65	$2.8M	−260	−$189K
CNH, CNH Industrial	1.17%	Reduce −0.9%	214,090	$12.96	$2.8M	−2,000	+$121K
NSC, Norfolk Southern	1.16%	Hold	10,675	$255.97	$2.7M	—	—
CMI, Cummins	1.04%	Hold	7,490	$327.50	$2.5M	—	—
PNC	1.03%, was 1.18%	Reduce −17.9%	12,999	$186.42	$2.4M	−2,825	−$358K
APA	1.02%, was 0.89%	Add +32.2%	132,433	$18.29	$2.4M	+32,285	+$317K
EXE, Expand Energy	1.01%, was 0.94%	Add +2.2%	20,321	$116.94	$2.4M	+436	+$163K
JNJ, Johnson & Johnson	0.89%	Hold	13,794	$152.76	$2.1M	—	—
DIS, Disney	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 Works	0.83%	Hold	7,935	$247.25	$2M	—	—
CNX, CNX Resources	0.77%	Hold	54,175	$33.68	$1.8M	—	—
MRK, Merck	0.75%, was 0.97%	Reduce −11.3%	22,528	$79.16	$1.8M	−2,880	−$497K
CL, Colgate-Palmolive	0.74%, was 0.77%	Reduce −0.5%	19,269	$90.90	$1.8M	−100	−$63K
LOW, Lowe's	0.73%	Hold	7,807	$221.87	$1.7M	—	—
GIS, General Mills	0.65%	Hold	29,782	$51.81	$1.5M	—	—
WMT, Walmart	0.65%	Reduce −1.9%	15,687	$97.78	$1.5M	−310	+$129K
BAC, Bank of America	0.64%	Reduce −5.3%	31,792	$47.32	$1.5M	−1,785	+$103K
UNH, UnitedHealth Group	0.58%	Add +21.8%	4,425	$311.97	$1.4M	+791	−$523K
MDLZ, Mondelez	0.57%	Hold	19,810	$67.44	$1.3M	—	—
CLF, Cleveland-Cliffs	0.53%, was 0.60%	Reduce −3.1%	166,090	$7.60	$1.3M	−5,350	−$147K
MOS, Mosaic	0.51%, was 0.37%	Add +1.8%	33,275	$36.48	$1.2M	+600	+$331K
IGT, Ingredion	0.47%	Hold	8,245	$135.62	$1.1M	—	—
WFC, Wells Fargo	0.47%, was 0.53%	Reduce −20.6%	13,863	$80.12	$1.1M	−3,590	−$142K
THO, Thor Industries	0.46%	Hold	12,252	$88.81	$1.1M	—	—
TMO, Thermo Fisher Scientific	0.44%	New	2,542	$405.46	$1M	+2,542	+$1M
MMC, Marsh McLennan	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 Companies	0.37%	Hold	7,088	$123.49	$875K	—	—
CBOE, Cboe Global Markets	0.37%	Hold	3,715	$233.21	$866K	—	—
HD, Home Depot	0.36%	Hold	2,298	$366.64	$843K	—	—
REGN, Regeneron	0.35%, was 0.43%	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 Industries	0.34%, was 0.28%	Add +3.6%	8,700	$92.00	$800K	+300	+$144K
WRB, Berkley	0.33%, was 0.39%	Reduce −18.7%	10,562	$73.47	$776K	−2,429	−$148K
CNC, Centene	0.32%, was 0.53%	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 Class A	0.31%	Hold	1	$728,800	$729K	—	—
ABBV, AbbVie	0.30%	Hold	3,849	$185.62	$714K	—	—
OXY, Occidental	0.28%, was 0.47%	Reduce −30.2%	15,700	$42.01	$660K	−6,800	−$451K
CHRW, C.H. Robinson	0.28%, was 0.30%	Reduce −2.2%	6,800	$95.95	$652K	−150	−$59K
VTV, Vanguard Index Funds	0.27%	Hold	3,591	$176.74	$635K	—	—
GOOGL, Alphabet Class A	0.26%, was 0.23%	Add +0.3%	3,532	$176.23	$622K	+9	+$78K
Teladoc Health	0.26%, was 0.21%	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	0.21%	Hold	11,229	$43.27	$486K	—	—
WY, Weyerhaeuser Co. Mountain Be	0.20%	Hold	17,990	$25.69	$462K	—	—
ABT, Abbott Laboratories	0.19%, was 0.18%	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%, was 0.24%	Reduce −29.7%	5,382	$70.68	$380K	−2,277	−$177K
DFAT, Dimensional ETF Trust	0.15%, was 0.29%	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	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 Bond Index Funds	0.12%, was 0.10%	Add +16.1%	5,635	$49.86	$281K	+780	+$39K
AMAT, Applied Materials	0.12%	Hold	1,525	$183.07	$279K	—	—
BAX, Baxter International	0.12%, was 0.16%	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 Funds	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 Property Group	0.10%, was 0.25%	Reduce −56.6%	1,536	$160.76	$247K	−2,000	−$340K
SPY, SPDR S&P 500 ETF Trust	0.10%	Hold	392	$617.85	$242K	—	—
OSUR, Orasure Technologies	0.10%, was 0.13%	Reduce −9.1%	79,567	$3.00	$239K	−8,000	−$56K
VIGI, Vanguard Whitehall Funds	0.10%	Reduce −10.1%	2,504	$90.12	$226K	−282	−$5K
VBR, Vanguard Index Funds	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	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

Gone since 2025 Q1, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
RIO, Rio Tinto	0.43%	Exit	$60.05	$1M	−17,035	−$1M
EOG, EOG Resources	0.09%	Exit	$128.02	$217K	−1,695	−$217K
PSX, Phillips 66	0.09%	Exit	$123.64	$204K	−1,650	−$204K
AHRT	0.06%	Exit	$7.52	$133K	−17,695	−$133K

Filings history

21 periods, with AUM normalized

Newest 13Fs

Period	Holds	AUM	QoQ	Form	Filed	Filing ID
2026 Q3	140	$288M	+0.3%	13F-HR	10/22/2026	000156914826000008
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

21 processed 13Fs on this site, 2021 Q3 to 2026 Q3

Entity: Murphy Pohlad Asset Management LLC
Notable person: Murphy Pohlad
Location: Eden Prairie, MN
All SEC filings: View on sec.gov