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
| AEM - Agnico Eagle Mines | 3.63% | Reduce −1.1% | 54,889 | $168.56 | $9M | −598 | +$3M |
| TRV - Travelers Companies | 3.58% | Reduce 0.0% | 32,685 | $279.22 | $9M | −10 | +$379K |
| BRK.B - Berkshire Hathaway · CL B | 3.35% | Reduce −2.2% | 16,992 | $502.74 | $9M | −385 | +$101K |
| MDT - Medtronic | 2.51% | Add +0.5% | 67,094 | $95.24 | $6M | +350 | +$572K |
| COP - Conocophillips | 2.49% | Add +1.1% | 67,159 | $94.59 | $6M | +760 | +$394K |
| MSFT - Microsoft | 2.36% | Reduce −0.8% | 11,600 | $517.95 | $6M | −95 | +$191K |
| CCJ - Cameco | 2.26% | Reduce −2.4% | 68,560 | $83.86 | $6M | −1,670 | +$536K |
| AGI - Alamos Gold · CL A | 2.17% | Reduce 0.0% | 158,740 | $34.86 | $6M | −30 | +$1M |
| CTVA - Corteva | 2.13% | Reduce −1.2% | 80,317 | $67.63 | $5M | −950 | −$625K |
| PG - Procter And Gamble | 2.01% | Hold | 33,385 | $153.65 | $5M | — | — |
| ALV - Autoliv | 2.00% | Reduce −1.2% | 41,185 | $123.50 | $5M | −500 | +$422K |
| INTC - Intel | 1.99% | Reduce −0.1% | 151,479 | $33.55 | $5M | −200 | +$2M |
| EMR - Emerson Elec | 1.87% | Hold | 36,240 | $131.18 | $5M | — | — |
| UNP - Union Pac | 1.81% | Reduce −0.2% | 19,468 | $236.37 | $5M | −40 | +$113K |
| GD - General Dynamics | 1.75% | Hold | 13,112 | $341.00 | $4M | — | — |
| CSCO - Cisco Sys | 1.70% | Hold | 63,308 | $68.42 | $4M | — | — |
| BK - Bank New York Mellon | 1.69% | Reduce −2.5% | 39,515 | $108.96 | $4M | −1,030 | +$612K |
| WTW - Willis Towers Watson | 1.63% | Hold | 12,020 | $345.45 | $4M | — | — |
| AAPL - Apple | 1.62% | Reduce −2.1% | 16,214 | $254.63 | $4M | −355 | +$729K |
| AIG - American Intl Group | 1.61% | Reduce −0.2% | 52,152 | $78.54 | $4M | −100 | −$376K |
| VFC - V F | 1.59% | Reduce −3.7% | 280,439 | $14.43 | $4M | −10,910 | +$623K |
| DVN - Devon Energy | 1.56% | Add +9.9% | 113,242 | $35.06 | $4M | +10,175 | +$692K |
| UPS - United Parcel Service · CL B | 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 · CL C | 1.53% | Reduce −3.9% | 15,989 | $243.55 | $4M | −645 | +$943K |
| SLB - Schlumberger | 1.52% | Add +4.1% | 112,479 | $34.37 | $4M | +4,410 | +$213K |
| C - Citigroup | 1.48% | Reduce −4.2% | 37,069 | $101.50 | $4M | −1,610 | +$470K |
| KIM - Kimco Rlty | 1.42% | Add +3.3% | 165,312 | $21.85 | $4M | +5,325 | +$249K |
| FHI - Federated Hermes · CL B | 1.38% | Reduce −0.1% | 67,596 | $51.93 | $4M | −100 | +$510K |
| FLS - Flowserve | 1.36% | Reduce −0.8% | 65,040 | $53.14 | $3M | −550 | +$23K |
| NTR - Nutrien | 1.32% | Reduce −2.7% | 57,425 | $58.71 | $3M | −1,610 | −$67K |
| EL - Estee Lauder · CL A | 1.31% | Hold | 37,905 | $88.12 | $3M | — | — |
| APA — | 1.28% | Add +1.1% | 133,933 | $24.28 | $3M | +1,500 | +$830K |
| KMB - Kimberly-Clark | 1.26% | Add +1.1% | 25,834 | $124.34 | $3M | +275 | −$83K |
| CMCSA - Comcast · CL A | 1.24% | Reduce −13.3% | 100,900 | $31.42 | $3M | −15,515 | −$985K |
| NSC - Norfolk Southn | 1.24% | Reduce −1.6% | 10,500 | $300.41 | $3M | −175 | +$422K |
| CMI - Cummins | 1.23% | Reduce −1.0% | 7,415 | $422.37 | $3M | −75 | +$679K |
| PEP - Pepsico | 1.23% | Add +4.1% | 22,298 | $140.44 | $3M | +880 | +$303K |
| JNJ - Johnson & Johnson | 1.00% | Hold | 13,794 | $185.43 | $3M | — | — |
| TGT - Target | 0.99% | Reduce −0.3% | 28,255 | $89.70 | $3M | −75 | −$260K |
| PNC - Pnc Finl Svcs Group | 0.97% | Reduce −5.4% | 12,294 | $200.93 | $2M | −705 | +$47K |
| AMRZ - Amrize | 0.95% | New | 49,965 | $48.53 | $2M | +49,965 | +$2M |
| MAC - Macerich | 0.91% | Add +3.0% | 127,560 | $18.20 | $2M | +3,700 | +$318K |
| EXE - Expand Energy | 0.89% | Add +5.1% | 21,351 | $106.24 | $2M | +1,030 | −$108K |
| PFE - Pfizer | 0.82% | Reduce −29.5% | 82,436 | $25.48 | $2M | −34,459 | −$733K |
| ITW - Illinois Tool Wks | 0.81% | Hold | 7,935 | $260.76 | $2M | — | — |
| LOW - Lowes Cos | 0.77% | Hold | 7,807 | $251.31 | $2M | — | — |
| REGN - Regeneron Pharmaceuticals | 0.76% | Add +117.3% | 3,433 | $562.27 | $2M | +1,853 | +$1M |
| DIS - Disney Walt | 0.73% | Hold | 16,309 | $114.50 | $2M | — | — |
| CAH - Cardinal Health | 0.72% | Hold | 11,705 | $156.96 | $2M | — | — |
| CLF - Cleveland-Cliffs | 0.71% | Reduce −10.3% | 149,060 | $12.20 | $2M | −17,030 | +$556K |
| UNH - Unitedhealth Group | 0.68% | Add +13.6% | 5,025 | $345.30 | $2M | +600 | +$355K |
| BAC - Bank of America | 0.64% | Reduce −1.3% | 31,392 | $51.59 | $2M | −400 | +$115K |
| CNX - Cnx Res | 0.63% | Reduce −8.3% | 49,675 | $32.12 | $2M | −4,500 | −$229K |
| CL - Colgate Palmolive | 0.60% | Hold | 19,269 | $79.94 | $2M | — | — |
| WMT - Walmart | 0.59% | Reduce −6.4% | 14,687 | $103.06 | $2M | −1,000 | −$20K |
| GIS - General Mls | 0.58% | Reduce −1.0% | 29,482 | $50.42 | $1M | −300 | −$57K |
| MRK - Merck & | 0.56% | Reduce −24.4% | 17,028 | $83.93 | $1M | −5,500 | −$354K |
| NOK - Nokia | 0.54% | Reduce −53.2% | 284,744 | $4.81 | $1M | −323,455 | −$2M |
| THO - Thor Inds | 0.50% | Hold | 12,252 | $103.69 | $1M | — | — |
| TMO - Thermo Fisher Scientific | 0.49% | Add +1.0% | 2,567 | $485.02 | $1M | +25 | +$214K |
| MDLZ - Mondelez Intl · CL A | 0.49% | Hold | 19,810 | $62.47 | $1M | — | — |
| MOS - Mosaic | 0.45% | Reduce −0.9% | 32,975 | $34.68 | $1M | −300 | −$70K |
| WFC - Wells Fargo | 0.44% | Reduce −2.9% | 13,463 | $83.82 | $1M | −400 | +$18K |
| TJX - Tjx Cos | 0.40% | Hold | 7,088 | $144.54 | $1M | — | — |
| IGT - Ingredion | 0.40% | Hold | 8,245 | $122.11 | $1M | — | — |
| MMC - Marsh & Mclennan Cos | 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 Mkts | 0.36% | Hold | 3,715 | $245.25 | $911K | — | — |
| CHRW - C H Robinson Worldwide | 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 · CL A | 0.34% | Reduce −0.3% | 3,523 | $243.10 | $856K | −9 | +$234K |
| WRB - Berkley W R | 0.32% | Hold | 10,562 | $76.62 | $809K | — | — |
| CF - Cf Inds | 0.31% | Hold | 8,700 | $89.70 | $780K | — | — |
| FISV - Fiserv | 0.31% | New | 6,048 | $128.93 | $780K | +6,048 | +$780K |
| VTV - Vanguard Index Fds | 0.30% | Add +12.8% | 4,051 | $186.49 | $755K | +460 | +$121K |
| BRK.A - Berkshire Hathaway · CL A | 0.30% | Hold | 1 | $754,200 | $754K | — | — |
| OXY - Occidental | 0.28% | Reduce −3.8% | 15,100 | $47.25 | $713K | −600 | +$54K |
| CNH - Cnh Indl | 0.27% | Reduce −69.8% | 64,550 | $10.85 | $700K | −149,540 | −$2M |
| COLM - Columbia Sportswear | 0.24% | New | 11,520 | $52.30 | $602K | +11,520 | +$602K |
| VEU — | 0.23% | Add +10.6% | 8,116 | $71.37 | $579K | +775 | +$86K |
| TT - Trane Technologies | 0.22% | Hold | 1,350 | $421.96 | $570K | — | — |
| LAMR - Lamar Advertising · CL A | 0.22% | New | 4,549 | $122.42 | $557K | +4,549 | +$557K |
| LPTH - Lightpath Technologies · CL A | 0.21% | Hold | 69,100 | $7.93 | $548K | — | — |
| XOM - Exxon Mobil | 0.20% | Reduce −2.2% | 4,437 | $112.75 | $500K | −100 | +$11K |
| VZ - Verizon Communications | 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 Mtn Be | 0.17% | Hold | 17,990 | $24.79 | $446K | — | — |
| CELC - Celcuity | 0.17% | New | 9,000 | $49.40 | $445K | +9,000 | +$445K |
| ABT - Abbott Labs | 0.17% | 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% | 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% | Add +17.9% | 1,498 | $215.79 | $323K | +227 | +$63K |
| AVGO - Broadcom | 0.13% | Hold | 970 | $329.91 | $320K | — | — |
| VOE - Vanguard Index Fds | 0.12% | Add +15.0% | 1,824 | $174.59 | $318K | +238 | +$57K |
| ENB - Enbridge | 0.12% | Hold | 6,306 | $50.46 | $318K | — | — |
| AMAT - Applied Matls | 0.12% | Hold | 1,525 | $204.74 | $312K | — | — |
| COST - Costco Whsl | 0.12% | Hold | 326 | $925.63 | $302K | — | — |
| DEO - Diageo | 0.12% | Reduce −5.2% | 3,077 | $95.43 | $294K | −170 | −$34K |
| LRCX - Lam Research | 0.11% | Hold | 2,105 | $133.90 | $282K | — | — |
| BND - Vanguard Bd Index Fds | 0.11% | Hold | 5,635 | $49.99 | $282K | — | — |
| OSUR - Orasure Technologies | 0.11% | Add +10.1% | 87,567 | $3.21 | $281K | +8,000 | +$42K |
| SPG - Simon Ppty Group | 0.11% | Reduce −4.6% | 1,466 | $187.67 | $275K | −70 | +$28K |
| LKQ - LKQ Corp | 0.11% | New | 8,816 | $30.54 | $269K | +8,816 | +$269K |
| VBR - Vanguard Index Fds | 0.10% | Add +12.2% | 1,280 | $208.71 | $267K | +139 | +$45K |
| SPY - Spdr S&P 500 ETF Tr | 0.10% | Hold | 392 | $666.18 | $261K | — | — |
| VIGI - Vanguard Whitehall Fds | 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 - The Cigna Group | 0.08% | New | 724 | $288.25 | $209K | +724 | +$209K |
| IAUX - I-80 Gold | 0.07% | 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
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CNC - Centene Del | 0.32% | Exit | 0 | $54.28 | $768K | −14,150 | −$768K |
| BWA - Borgwarner | 0.16% | Exit | 0 | $33.45 | $384K | −11,480 | −$384K |
| BAX - Baxter Intl | 0.12% | Exit | 0 | $30.31 | $278K | −9,171 | −$278K |
| Walgreens Boots Alliance | 0.08% | Exit | 0 | $11.48 | $194K | −16,900 | −$194K |
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