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 Q4 2025 Q3, filed 9 Feb, long equity only

Download CSV Download Excel All activity


TRV, Travelers	3.63%	Reduce −0.3%	32,595	$290.06	$9.5M	−90	+$328K
BRK.B, Berkshire Hathaway Class B	3.28%	Hold	16,992	$502.65	$8.5M	—	—
AEM, Agnico Eagle Mines	3.23%, was 3.63%	Reduce −9.5%	49,679	$169.53	$8.4M	−5,210	−$830K
COP, ConocoPhillips	2.47%	Add +2.1%	68,594	$93.61	$6.4M	+1,435	+$69K
MDT, Medtronic	2.47%, was 2.51%	Reduce −0.4%	66,844	$96.06	$6.4M	−250	+$31K
CCJ, Cameco	2.29%	Reduce −4.9%	65,195	$91.49	$6M	−3,365	+$215K
AGI, Alamos Gold	2.23%	Reduce −5.2%	150,440	$38.58	$5.8M	−8,300	+$270K
MSFT, Microsoft	2.08%, was 2.36%	Reduce −3.6%	11,184	$483.62	$5.4M	−416	−$599K
INTC, Intel	2.03%	Reduce −5.5%	143,109	$36.90	$5.3M	−8,370	+$199K
VFC, V	1.94%	Reduce −0.5%	279,145	$18.08	$5M	−1,294	+$1M
CTVA, Corteva	1.93%, was 2.13%	Reduce −6.7%	74,917	$67.03	$5M	−5,400	−$410K
ALV, Autoliv	1.87%, was 2.00%	Reduce −0.2%	41,085	$118.70	$4.9M	−100	−$210K
CSCO, Cisco	1.87%	Hold	63,308	$77.03	$4.9M	—	—
UNP, Union Pacific	1.86%, was 1.81%	Add +7.3%	20,888	$231.32	$4.8M	+1,420	+$230K
GOOG, Alphabet Class C	1.85%	Reduce −3.8%	15,389	$313.80	$4.8M	−600	+$935K
SLB	1.84%, was 1.52%	Add +11.0%	124,799	$38.38	$4.8M	+12,320	+$924K
PG, Procter & Gamble	1.84%	Hold	33,385	$143.31	$4.8M	—	—
EMR, Emerson Electric	1.84%, was 1.87%	Reduce −0.6%	36,040	$132.72	$4.8M	−200	+$29K
UPS	1.80%	Reduce −0.4%	47,325	$99.19	$4.7M	−177	+$726K
BK, BNY	1.73%	Reduce −1.5%	38,915	$116.09	$4.5M	−600	+$212K
AIG	1.71%	Hold	52,152	$85.55	$4.5M	—	—
GD, General Dynamics	1.69%	Hold	13,112	$336.66	$4.4M	—	—
FLS, Flowserve	1.69%	Reduce −2.2%	63,578	$69.38	$4.4M	−1,462	+$955K
C, Citigroup	1.64%	Reduce −1.1%	36,644	$116.69	$4.3M	−425	+$513K
AAPL, Apple	1.62%	Reduce −4.1%	15,554	$271.86	$4.2M	−660	+$100K
DVN, Devon Energy	1.60%, was 1.56%	Add +0.3%	113,537	$36.63	$4.2M	+295	+$189K
EL, Estee Lauder	1.52%	Hold	37,905	$104.72	$4M	—	—
CVX, Chevron	1.51%	Add +1.0%	25,794	$152.41	$3.9M	+265	−$33K
CMI, Cummins	1.45%	Reduce −0.3%	7,391	$510.45	$3.8M	−24	+$641K
NTR, Nutrien	1.41%, was 1.32%	Add +3.4%	59,375	$61.72	$3.7M	+1,950	+$293K
WTW, Willis Towers Watson	1.37%, was 1.63%	Reduce −9.6%	10,870	$328.60	$3.6M	−1,150	−$580K
KIM, Kimco Realty	1.37%	Add +6.1%	175,397	$20.27	$3.6M	+10,085	−$57K
FHI, Federated Hermes	1.35%	Hold	67,596	$52.07	$3.5M	—	—
APA	1.28%	Add +2.0%	136,633	$24.46	$3.3M	+2,700	+$90K
PEP, PepsiCo	1.26%, was 1.23%	Add +2.6%	22,868	$143.52	$3.3M	+570	+$150K
AMRZ, Amrize	1.18%, was 0.95%	Add +13.8%	56,840	$54.08	$3.1M	+6,875	+$649K
NSC, Norfolk Southern	1.16%	Hold	10,500	$288.72	$3M	—	—
JNJ, Johnson & Johnson	1.10%	Hold	13,794	$206.96	$2.9M	—	—
REGN, Regeneron	1.04%, was 0.76%	Add +2.2%	3,508	$771.87	$2.7M	+75	+$777K
TGT, Target	0.99%	Reduce −6.4%	26,455	$97.75	$2.6M	−1,800	+$52K
EXE, Expand Energy	0.99%, was 0.89%	Add +9.2%	23,321	$110.36	$2.6M	+1,970	+$305K
PNC	0.97%	Reduce −1.6%	12,094	$208.73	$2.5M	−200	+$54K
MAC, Macerich	0.92%, was 0.91%	Add +2.2%	130,360	$18.46	$2.4M	+2,800	+$85K
CAH, Cardinal Health	0.92%	Hold	11,705	$205.50	$2.4M	—	—
CMCSA, Comcast	0.90%, was 1.24%	Reduce −16.7%	84,090	$28.01	$2.4M	−16,810	−$815K
KMB, Kimberly-Clark	0.83%, was 1.26%	Reduce −17.5%	21,312	$100.89	$2.2M	−4,522	−$1.1M
CLF, Cleveland-Cliffs	0.75%	Reduce −1.3%	147,180	$13.28	$2M	−1,880	+$136K
ITW, Illinois Tool Works	0.75%	Hold	7,935	$246.30	$2M	—	—
LOW, Lowe's	0.72%	Hold	7,807	$241.16	$1.9M	—	—
DIS, Disney	0.71%	Hold	16,309	$113.77	$1.9M	—	—
UNH, UnitedHealth Group	0.70%, was 0.68%	Add +9.8%	5,515	$330.11	$1.8M	+490	+$85K
CNX, CNX Resources	0.69%	Reduce −2.0%	48,675	$36.77	$1.8M	−1,000	+$194K
MRK, Merck	0.68%	Reduce −1.2%	16,828	$105.26	$1.8M	−200	+$342K
BAC, Bank of America	0.64%	Reduce −3.5%	30,295	$55.00	$1.7M	−1,097	+$47K
FISV, Fiserv	0.64%, was 0.31%	Add +310.1%	24,803	$67.17	$1.7M	+18,755	+$886K
WMT, Walmart	0.63%	Hold	14,687	$111.41	$1.6M	—	—
PFE, Pfizer	0.60%, was 0.82%	Reduce −23.8%	62,795	$24.90	$1.6M	−19,641	−$537K
CL, Colgate-Palmolive	0.58%	Hold	19,269	$79.02	$1.5M	—	—
TMO, Thermo Fisher Scientific	0.57%	Hold	2,567	$579.45	$1.5M	—	—
WFC, Wells Fargo	0.47%	Reduce −1.9%	13,208	$93.20	$1.2M	−255	+$103K
MDLZ, Mondelez	0.47%	Add +14.7%	22,720	$53.83	$1.2M	+2,910	−$15K
GIS, General Mills	0.46%, was 0.58%	Reduce −13.2%	25,587	$46.50	$1.2M	−3,895	−$297K
THO, Thor Industries	0.44%, was 0.50%	Reduce −9.8%	11,052	$102.67	$1.1M	−1,200	−$136K
GOOGL, Alphabet Class A	0.42%	Hold	3,523	$313.00	$1.1M	—	—
CHRW, C.H. Robinson	0.42%	Hold	6,800	$160.76	$1.1M	—	—
TJX, TJX Companies	0.41%	Reduce −1.4%	6,988	$153.61	$1.1M	−100	+$49K
KO, Coca-Cola	0.37%	Hold	13,871	$69.91	$970K	—	—
IGT, Ingredion	0.35%	Add +1.2%	8,340	$110.26	$920K	+95	−$87K
DFAC, Dimensional ETF Trust	0.34%	Hold	22,504	$39.59	$891K	—	—
ABBV, AbbVie	0.34%	Hold	3,849	$228.49	$879K	—	—
NVDA, Nvidia	0.34%	Hold	4,710	$186.50	$878K	—	—
MAA, Mid-Amer Apt Cmntys	0.34%	Hold	6,285	$138.91	$873K	—	—
MMC, Marsh McLennan	0.33%	Hold	4,645	$185.52	$862K	—	—
JPM, JPMorgan Chase	0.32%, was 0.35%	Reduce −8.4%	2,565	$322.22	$826K	−235	−$57K
VTV, Vanguard Index Funds	0.31%, was 0.30%	Add +3.6%	4,197	$190.99	$802K	+146	+$46K
HD, Home Depot	0.30%	Hold	2,298	$344.10	$791K	—	—
VEU	0.29%, was 0.23%	Add +26.9%	10,303	$73.56	$758K	+2,187	+$179K
BRK.A, Berkshire Hathaway Class A	0.29%	Hold	1	$754,800	$755K	—	—
WRB, Berkley	0.28%, was 0.32%	Reduce −0.9%	10,462	$70.12	$734K	−100	−$76K
MOS, Mosaic	0.26%, was 0.45%	Reduce −13.3%	28,575	$24.09	$688K	−4,400	−$455K
NICE	0.26%, was 0.08%	Add +314.4%	6,030	$113.04	$682K	+4,575	+$471K
CF, CF Industries	0.26%	Add +1.1%	8,800	$77.34	$681K	+100	−$100K
CELC, Celcuity	0.25%	Reduce −26.7%	6,600	$99.74	$658K	−2,400	+$214K
COLM, Columbia Sportswear	0.24%	Reduce −3.1%	11,160	$55.09	$615K	−360	+$12K
LPTH, Lightpath Technologies	0.24%	Reduce −17.8%	56,800	$10.80	$613K	−12,300	+$65K
BAX, Baxter International	0.23%	New	31,106	$19.11	$594K	+31,106	+$594K
LAMR, Lamar Advertising	0.22%	Hold	4,549	$126.58	$576K	—	—
XOM, Exxon Mobil	0.21%	Hold	4,437	$120.34	$534K	—	—
TT, Trane Technologies	0.20%, was 0.22%	Reduce −2.3%	1,319	$389.20	$513K	−31	−$56K
LMT, Lockheed Martin	0.19%, was 0.18%	Add +12.2%	1,031	$483.67	$499K	+112	+$40K
VZ, Verizon	0.17%, was 0.19%	Reduce −4.4%	10,735	$40.73	$437K	−494	−$56K
WY, Weyerhaeuser Co. Mountain Be	0.16%	Hold	17,990	$23.69	$426K	—	—
TTC, Toro	0.16%	Hold	5,382	$78.72	$424K	—	—
ABT, Abbott Laboratories	0.16%	Hold	3,229	$125.29	$405K	—	—
DFAT, Dimensional ETF Trust	0.15%	Hold	6,693	$59.55	$399K	—	—
WINA, Winmark	0.15%	Hold	940	$404.94	$381K	—	—
LRCX, Lam Research	0.14%	Hold	2,105	$171.18	$360K	—	—
AMAT, Applied Materials	0.14%	Reduce −9.5%	1,380	$256.99	$355K	−145	+$42K
OXY, Occidental	0.14%, was 0.28%	Reduce −43.0%	8,600	$41.12	$354K	−6,500	−$360K
VIG, Vanguard Specialized Funds	0.13%	Add +6.7%	1,598	$219.78	$351K	+100	+$28K
VOE, Vanguard Index Funds	0.13%, was 0.12%	Add +6.8%	1,948	$177.41	$346K	+124	+$27K
URI, United Rentals	0.13%	Hold	420	$809.32	$340K	—	—
AVGO, Broadcom	0.13%	Hold	970	$346.10	$336K	—	—
RIG, Transocean	0.13%, was 0.14%	Reduce −28.7%	80,800	$4.13	$334K	−32,600	−$20K
RGLD, Royal Gold	0.12%	New	1,450	$222.29	$322K	+1,450	+$322K
KOPN, Kopin	0.12%	Hold	135,600	$2.34	$317K	—	—
ENB, Enbridge	0.12%	Hold	6,306	$47.83	$302K	—	—
VBR, Vanguard Index Funds	0.11%, was 0.10%	Add +8.0%	1,383	$211.79	$293K	+103	+$26K
IAUX, I-80 Gold	0.11%	Hold	198,800	$1.46	$290K	—	—
BND, Vanguard Bond Index Funds	0.11%	Add +2.6%	5,780	$49.84	$288K	+145	+$6K
COST, Costco	0.11%	Hold	326	$862.34	$281K	—	—
OSUR, Orasure Technologies	0.11%	Add +31.2%	114,867	$2.42	$278K	+27,300	−$3K
SPG, Simon Property Group	0.10%	Hold	1,466	$185.11	$271K	—	—
SPY, SPDR S&P 500 ETF Trust	0.10%	Hold	392	$681.92	$267K	—	—
LKQ	0.10%	Hold	8,816	$30.20	$266K	—	—
DEO, Diageo	0.10%, was 0.12%	Reduce −4.1%	2,952	$86.27	$255K	−125	−$39K
CI, Cigna	0.10%, was 0.08%	Add +24.2%	899	$275.23	$247K	+175	+$39K
VIGI, Vanguard Whitehall Funds	0.09%	Hold	2,658	$91.45	$243K	—	—
DFUV, Dimensional ETF Trust	0.09%	Hold	4,920	$46.59	$229K	—	—
CNH, CNH Industrial	0.08%, was 0.27%	Reduce −63.0%	23,900	$9.22	$220K	−40,650	−$480K
PSX, Phillips 66	0.08%	Hold	1,650	$129.04	$213K	—	—
Skeena Resources	0.08%	New	8,700	$23.73	$206K	+8,700	+$206K
AMCR, Amcor	0.03%	Hold	10,000	$8.34	$83K	—	—
AHRT	0.03%	New	11,040	$6.62	$73K	+11,040	+$73K
ARQ	0.01%	Add +9.4%	11,600	$3.27	$38K	+1,000	−$38K

Showing top 50 of 125 by value

Exits / last held

Gone since 2025 Q3, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
NOK, Nokia	0.54%	Exit	$4.81	$1.4M	−284,744	−$1.4M
CBOE, Cboe Global Markets	0.36%	Exit	$245.22	$911K	−3,715	−$911K
UL, Unilever	0.34%	Exit	$59.25	$874K	−14,750	−$874K
Teladoc Health	0.15%	Exit	$7.73	$394K	−51,000	−$394K
LEE, Lee Enterprises	0.03%	Exit	$5.41	$66K	−12,200	−$66K

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