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 Q3 2025 Q2, filed 5 Nov, long equity only

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AEM, Agnico Eagle Mines	3.63%	Reduce −1.1%	54,889	$168.56	$9.3M	−598	+$2.7M
TRV, Travelers	3.58%, was 3.70%	Reduce 0.0%	32,685	$279.22	$9.1M	−10	+$379K
BRK.B, Berkshire Hathaway Class B	3.35%, was 3.57%	Reduce −2.2%	16,992	$502.74	$8.5M	−385	+$101K
MDT, Medtronic	2.51%, was 2.46%	Add +0.5%	67,094	$95.24	$6.4M	+350	+$572K
COP, ConocoPhillips	2.49%	Add +1.1%	67,159	$94.59	$6.4M	+760	+$394K
MSFT, Microsoft	2.36%, was 2.46%	Reduce −0.8%	11,600	$517.95	$6M	−95	+$191K
CCJ, Cameco	2.26%	Reduce −2.4%	68,560	$83.86	$5.7M	−1,670	+$536K
AGI, Alamos Gold	2.17%	Reduce 0.0%	158,740	$34.86	$5.5M	−30	+$1.3M
CTVA, Corteva	2.13%, was 2.56%	Reduce −1.2%	80,317	$67.63	$5.4M	−950	−$625K
PG, Procter & Gamble	2.01%	Hold	33,385	$153.65	$5.1M	—	—
ALV, Autoliv	2.00%	Reduce −1.2%	41,185	$123.50	$5.1M	−500	+$422K
INTC, Intel	1.99%	Reduce −0.1%	151,479	$33.55	$5.1M	−200	+$1.7M
EMR, Emerson Electric	1.87%	Hold	36,240	$131.18	$4.8M	—	—
UNP, Union Pacific	1.81%, was 1.90%	Reduce −0.2%	19,468	$236.37	$4.6M	−40	+$113K
GD, General Dynamics	1.75%	Hold	13,112	$341.00	$4.5M	—	—
CSCO, Cisco	1.70%	Hold	63,308	$68.42	$4.3M	—	—
BK, BNY	1.69%	Reduce −2.5%	39,515	$108.96	$4.3M	−1,030	+$612K
WTW, Willis Towers Watson	1.63%	Hold	12,020	$345.45	$4.2M	—	—
AAPL, Apple	1.62%	Reduce −2.1%	16,214	$254.63	$4.1M	−355	+$729K
AIG	1.61%, was 1.89%	Reduce −0.2%	52,152	$78.54	$4.1M	−100	−$376K
VFC, V	1.59%	Reduce −3.7%	280,439	$14.43	$4M	−10,910	+$623K
DVN, Devon Energy	1.56%, was 1.39%	Add +9.9%	113,242	$35.06	$4M	+10,175	+$692K
UPS	1.56%	Add +15.5%	47,502	$83.53	$4M	+6,380	−$183K
CVX, Chevron	1.56%	Hold	25,529	$155.29	$4M	—	—
GOOG, Alphabet Class C	1.53%	Reduce −3.9%	15,989	$243.55	$3.9M	−645	+$943K
SLB	1.52%	Add +4.1%	112,479	$34.37	$3.9M	+4,410	+$213K
C, Citigroup	1.48%	Reduce −4.2%	37,069	$101.50	$3.8M	−1,610	+$470K
KIM, Kimco Realty	1.42%	Add +3.3%	165,312	$21.85	$3.6M	+5,325	+$249K
FHI, Federated Hermes	1.38%	Reduce −0.1%	67,596	$51.93	$3.5M	−100	+$510K
FLS, Flowserve	1.36%, was 1.45%	Reduce −0.8%	65,040	$53.14	$3.5M	−550	+$23K
NTR, Nutrien	1.32%, was 1.45%	Reduce −2.7%	57,425	$58.71	$3.4M	−1,610	−$67K
EL, Estee Lauder	1.31%	Hold	37,905	$88.12	$3.3M	—	—
APA	1.28%, was 1.02%	Add +1.1%	133,933	$24.28	$3.3M	+1,500	+$830K
KMB, Kimberly-Clark	1.26%	Add +1.1%	25,834	$124.34	$3.2M	+275	−$83K
CMCSA, Comcast	1.24%, was 1.76%	Reduce −13.3%	100,900	$31.42	$3.2M	−15,515	−$985K
NSC, Norfolk Southern	1.24%	Reduce −1.6%	10,500	$300.41	$3.2M	−175	+$422K
CMI, Cummins	1.23%	Reduce −1.0%	7,415	$422.37	$3.1M	−75	+$679K
PEP, PepsiCo	1.23%, was 1.20%	Add +4.1%	22,298	$140.44	$3.1M	+880	+$303K
JNJ, Johnson & Johnson	1.00%	Hold	13,794	$185.43	$2.6M	—	—
TGT, Target	0.99%, was 1.18%	Reduce −0.3%	28,255	$89.70	$2.5M	−75	−$260K
PNC	0.97%, was 1.03%	Reduce −5.4%	12,294	$200.93	$2.5M	−705	+$47K
AMRZ, Amrize	0.95%	New	49,965	$48.53	$2.4M	+49,965	+$2.4M
MAC, Macerich	0.91%, was 0.85%	Add +3.0%	127,560	$18.20	$2.3M	+3,700	+$318K
EXE, Expand Energy	0.89%	Add +5.1%	21,351	$106.24	$2.3M	+1,030	−$108K
PFE, Pfizer	0.82%, was 1.20%	Reduce −29.5%	82,436	$25.48	$2.1M	−34,459	−$733K
ITW, Illinois Tool Works	0.81%	Hold	7,935	$260.76	$2.1M	—	—
LOW, Lowe's	0.77%	Hold	7,807	$251.31	$2M	—	—
REGN, Regeneron	0.76%, was 0.35%	Add +117.3%	3,433	$562.27	$1.9M	+1,853	+$1.1M
DIS, Disney	0.73%	Hold	16,309	$114.50	$1.9M	—	—
CAH, Cardinal Health	0.72%	Hold	11,705	$156.96	$1.8M	—	—
CLF, Cleveland-Cliffs	0.71%	Reduce −10.3%	149,060	$12.20	$1.8M	−17,030	+$556K
UNH, UnitedHealth Group	0.68%, was 0.58%	Add +13.6%	5,025	$345.30	$1.7M	+600	+$355K
BAC, Bank of America	0.64%	Reduce −1.3%	31,392	$51.59	$1.6M	−400	+$115K
CNX, CNX Resources	0.63%, was 0.77%	Reduce −8.3%	49,675	$32.12	$1.6M	−4,500	−$229K
CL, Colgate-Palmolive	0.60%	Hold	19,269	$79.94	$1.5M	—	—
WMT, Walmart	0.59%, was 0.65%	Reduce −6.4%	14,687	$103.06	$1.5M	−1,000	−$20K
GIS, General Mills	0.58%, was 0.65%	Reduce −1.0%	29,482	$50.42	$1.5M	−300	−$57K
MRK, Merck	0.56%, was 0.75%	Reduce −24.4%	17,028	$83.93	$1.4M	−5,500	−$354K
NOK, Nokia	0.54%, was 1.33%	Reduce −53.2%	284,744	$4.81	$1.4M	−323,455	−$1.8M
THO, Thor Industries	0.50%	Hold	12,252	$103.69	$1.3M	—	—
TMO, Thermo Fisher Scientific	0.49%, was 0.44%	Add +1.0%	2,567	$485.02	$1.2M	+25	+$214K
MDLZ, Mondelez	0.49%	Hold	19,810	$62.47	$1.2M	—	—
MOS, Mosaic	0.45%, was 0.51%	Reduce −0.9%	32,975	$34.68	$1.1M	−300	−$70K
WFC, Wells Fargo	0.44%, was 0.47%	Reduce −2.9%	13,463	$83.82	$1.1M	−400	+$18K
TJX, TJX Companies	0.40%	Hold	7,088	$144.54	$1M	—	—
IGT, Ingredion	0.40%	Hold	8,245	$122.11	$1M	—	—
MMC, Marsh McLennan	0.37%	Hold	4,645	$201.53	$936K	—	—
HD, Home Depot	0.37%	Hold	2,298	$405.19	$931K	—	—
KO, Coca-Cola	0.36%	Hold	13,871	$66.32	$920K	—	—
CBOE, Cboe Global Markets	0.36%	Hold	3,715	$245.25	$911K	—	—
CHRW, C.H. Robinson	0.35%	Hold	6,800	$132.40	$900K	—	—
ABBV, AbbVie	0.35%	Hold	3,849	$231.54	$891K	—	—
JPM, JPMorgan Chase	0.35%	Hold	2,800	$315.43	$883K	—	—
NVDA, Nvidia	0.34%	Reduce −0.1%	4,710	$186.58	$879K	−4	+$134K
MAA, Mid-Amer Apt Cmntys	0.34%	Hold	6,285	$139.73	$878K	—	—
UL, Unilever	0.34%	Hold	14,750	$59.28	$874K	—	—
DFAC, Dimensional ETF Trust	0.34%	Hold	22,504	$38.57	$868K	—	—
GOOGL, Alphabet Class A	0.34%	Reduce −0.3%	3,523	$243.10	$856K	−9	+$234K
WRB, Berkley	0.32%	Hold	10,562	$76.62	$809K	—	—
CF, CF Industries	0.31%	Hold	8,700	$89.70	$780K	—	—
FISV, Fiserv	0.31%	New	6,048	$128.93	$780K	+6,048	+$780K
VTV, Vanguard Index Funds	0.30%, was 0.27%	Add +12.8%	4,051	$186.49	$755K	+460	+$121K
BRK.A, Berkshire Hathaway Class A	0.30%	Hold	1	$754,200	$754K	—	—
OXY, Occidental	0.28%	Reduce −3.8%	15,100	$47.25	$713K	−600	+$54K
CNH, CNH Industrial	0.27%, was 1.17%	Reduce −69.8%	64,550	$10.85	$700K	−149,540	−$2.1M
COLM, Columbia Sportswear	0.24%	New	11,520	$52.30	$602K	+11,520	+$602K
VEU	0.23%, was 0.21%	Add +10.6%	8,116	$71.37	$579K	+775	+$86K
TT, Trane Technologies	0.22%	Hold	1,350	$421.96	$570K	—	—
LAMR, Lamar Advertising	0.22%	New	4,549	$122.42	$557K	+4,549	+$557K
LPTH, Lightpath Technologies	0.21%	Hold	69,100	$7.93	$548K	—	—
XOM, Exxon Mobil	0.20%, was 0.21%	Reduce −2.2%	4,437	$112.75	$500K	−100	+$11K
VZ, Verizon	0.19%	Hold	11,229	$43.95	$494K	—	—
WINA, Winmark	0.18%	Hold	940	$497.77	$468K	—	—
LMT, Lockheed Martin	0.18%	Hold	919	$499.21	$459K	—	—
WY, Weyerhaeuser Co. Mountain Be	0.17%	Hold	17,990	$24.79	$446K	—	—
CELC, Celcuity	0.17%	New	9,000	$49.40	$445K	+9,000	+$445K
ABT, Abbott Laboratories	0.17%, was 0.19%	Reduce −0.8%	3,229	$133.94	$432K	−25	−$10K
TTC, Toro	0.16%	Hold	5,382	$76.20	$410K	—	—
URI, United Rentals	0.16%	Hold	420	$954.66	$401K	—	—
Teladoc Health	0.15%, was 0.26%	Reduce −26.7%	51,000	$7.73	$394K	−18,600	−$212K
DFAT, Dimensional ETF Trust	0.15%	Hold	6,693	$58.22	$390K	—	—
RIG, Transocean	0.14%	Reduce −2.2%	113,400	$3.12	$354K	−2,600	+$53K
KOPN, Kopin	0.13%	Reduce −4.2%	135,600	$2.43	$330K	−6,000	+$113K
VIG, Vanguard Specialized Funds	0.13%, was 0.11%	Add +17.9%	1,498	$215.79	$323K	+227	+$63K
AVGO, Broadcom	0.13%	Hold	970	$329.91	$320K	—	—
VOE, Vanguard Index Funds	0.12%, was 0.11%	Add +15.0%	1,824	$174.59	$318K	+238	+$57K
ENB, Enbridge	0.12%	Hold	6,306	$50.46	$318K	—	—
AMAT, Applied Materials	0.12%	Hold	1,525	$204.74	$312K	—	—
COST, Costco	0.12%	Hold	326	$925.63	$302K	—	—
DEO, Diageo	0.12%, was 0.14%	Reduce −5.2%	3,077	$95.43	$294K	−170	−$34K
LRCX, Lam Research	0.11%	Hold	2,105	$133.90	$282K	—	—
BND, Vanguard Bond Index Funds	0.11%	Hold	5,635	$49.99	$282K	—	—
OSUR, Orasure Technologies	0.11%, was 0.10%	Add +10.1%	87,567	$3.21	$281K	+8,000	+$42K
SPG, Simon Property Group	0.11%	Reduce −4.6%	1,466	$187.67	$275K	−70	+$28K
LKQ	0.11%	New	8,816	$30.54	$269K	+8,816	+$269K
VBR, Vanguard Index Funds	0.10%, was 0.09%	Add +12.2%	1,280	$208.71	$267K	+139	+$45K
SPY, SPDR S&P 500 ETF Trust	0.10%	Hold	392	$666.18	$261K	—	—
VIGI, Vanguard Whitehall Funds	0.09%	Add +6.2%	2,658	$89.57	$238K	+154	+$12K
PSX, Phillips 66	0.09%	New	1,650	$136.02	$224K	+1,650	+$224K
DFUV, Dimensional ETF Trust	0.09%	Hold	4,920	$44.69	$220K	—	—
NICE	0.08%	New	1,455	$144.78	$211K	+1,455	+$211K
CI, Cigna	0.08%	New	724	$288.25	$209K	+724	+$209K
IAUX, I-80 Gold	0.07%, was 0.05%	Add +6.4%	198,800	$0.9554	$190K	+12,000	+$78K
AMCR, Amcor	0.03%	Hold	10,000	$8.18	$82K	—	—
ARQ	0.03%	Hold	10,600	$7.16	$76K	—	—
LEE, Lee Enterprises	0.03%	New	12,200	$5.44	$66K	+12,200	+$66K

Showing top 50 of 126 by value

Exits / last held

Gone since 2025 Q2, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
CNC, Centene	0.32%	Exit	$54.28	$768K	−14,150	−$768K
BWA, Borgwarner	0.16%	Exit	$33.45	$384K	−11,480	−$384K
BAX, Baxter International	0.12%	Exit	$30.31	$278K	−9,171	−$278K
Walgreens Boots Alliance	0.08%	Exit	$11.48	$194K	−16,900	−$194K

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