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 | 3.63% | Reduce −0.3% | 32,595 | $290.06 | $9M | −90 | +$328K |
| BRK.B - Berkshire Hathaway · CL B | 3.28% | Hold | 16,992 | $502.65 | $9M | — | — |
| AEM - Agnico Eagle Mines | 3.23% | Reduce −9.5% | 49,679 | $169.53 | $8M | −5,210 | −$830K |
| COP - Conocophillips | 2.47% | Add +2.1% | 68,594 | $93.61 | $6M | +1,435 | +$69K |
| MDT - Medtronic | 2.47% | Reduce −0.4% | 66,844 | $96.06 | $6M | −250 | +$31K |
| CCJ - Cameco | 2.29% | Reduce −4.9% | 65,195 | $91.49 | $6M | −3,365 | +$215K |
| AGI - Alamos Gold · CL A | 2.23% | Reduce −5.2% | 150,440 | $38.58 | $6M | −8,300 | +$270K |
| MSFT - Microsoft | 2.08% | Reduce −3.6% | 11,184 | $483.62 | $5M | −416 | −$599K |
| INTC - Intel | 2.03% | Reduce −5.5% | 143,109 | $36.90 | $5M | −8,370 | +$199K |
| VFC - V F | 1.94% | Reduce −0.5% | 279,145 | $18.08 | $5M | −1,294 | +$1M |
| CTVA - Corteva | 1.93% | Reduce −6.7% | 74,917 | $67.03 | $5M | −5,400 | −$410K |
| ALV - Autoliv | 1.87% | Reduce −0.2% | 41,085 | $118.70 | $5M | −100 | −$210K |
| CSCO - Cisco Sys | 1.87% | Hold | 63,308 | $77.03 | $5M | — | — |
| UNP - Union Pac | 1.86% | Add +7.3% | 20,888 | $231.32 | $5M | +1,420 | +$230K |
| GOOG - Alphabet · CL C | 1.85% | Reduce −3.8% | 15,389 | $313.80 | $5M | −600 | +$935K |
| SLB - Schlumberger | 1.84% | Add +11.0% | 124,799 | $38.38 | $5M | +12,320 | +$924K |
| PG - Procter And Gamble | 1.84% | Hold | 33,385 | $143.31 | $5M | — | — |
| EMR - Emerson Elec | 1.84% | Reduce −0.6% | 36,040 | $132.72 | $5M | −200 | +$29K |
| UPS - United Parcel Service · CL B | 1.80% | Reduce −0.4% | 47,325 | $99.19 | $5M | −177 | +$726K |
| BK - Bank New York Mellon | 1.73% | Reduce −1.5% | 38,915 | $116.09 | $5M | −600 | +$212K |
| AIG - American Intl Group | 1.71% | Hold | 52,152 | $85.55 | $4M | — | — |
| GD - General Dynamics | 1.69% | Hold | 13,112 | $336.66 | $4M | — | — |
| FLS - Flowserve | 1.69% | Reduce −2.2% | 63,578 | $69.38 | $4M | −1,462 | +$955K |
| C - Citigroup | 1.64% | Reduce −1.1% | 36,644 | $116.69 | $4M | −425 | +$513K |
| AAPL - Apple | 1.62% | Reduce −4.1% | 15,554 | $271.86 | $4M | −660 | +$100K |
| DVN - Devon Energy | 1.60% | Add +0.3% | 113,537 | $36.63 | $4M | +295 | +$189K |
| EL - Estee Lauder · CL A | 1.52% | Hold | 37,905 | $104.72 | $4M | — | — |
| CVX - Chevron | 1.51% | Add +1.0% | 25,794 | $152.41 | $4M | +265 | −$33K |
| CMI - Cummins | 1.45% | Reduce −0.3% | 7,391 | $510.45 | $4M | −24 | +$641K |
| NTR - Nutrien | 1.41% | Add +3.4% | 59,375 | $61.72 | $4M | +1,950 | +$293K |
| WTW - Willis Towers Watson | 1.37% | Reduce −9.6% | 10,870 | $328.60 | $4M | −1,150 | −$580K |
| KIM - Kimco Rlty | 1.37% | Add +6.1% | 175,397 | $20.27 | $4M | +10,085 | −$57K |
| FHI - Federated Hermes · CL B | 1.35% | Hold | 67,596 | $52.07 | $4M | — | — |
| APA — | 1.28% | Add +2.0% | 136,633 | $24.46 | $3M | +2,700 | +$90K |
| PEP - Pepsico | 1.26% | Add +2.6% | 22,868 | $143.52 | $3M | +570 | +$150K |
| AMRZ - Amrize | 1.18% | Add +13.8% | 56,840 | $54.08 | $3M | +6,875 | +$649K |
| NSC - Norfolk Southn | 1.16% | Hold | 10,500 | $288.72 | $3M | — | — |
| JNJ - Johnson & Johnson | 1.10% | Hold | 13,794 | $206.96 | $3M | — | — |
| REGN - Regeneron Pharmaceuticals | 1.04% | Add +2.2% | 3,508 | $771.87 | $3M | +75 | +$777K |
| TGT - Target | 0.99% | Reduce −6.4% | 26,455 | $97.75 | $3M | −1,800 | +$52K |
| EXE - Expand Energy | 0.99% | Add +9.2% | 23,321 | $110.36 | $3M | +1,970 | +$305K |
| PNC - Pnc Finl Svcs Group | 0.97% | Reduce −1.6% | 12,094 | $208.73 | $3M | −200 | +$54K |
| MAC - Macerich | 0.92% | Add +2.2% | 130,360 | $18.46 | $2M | +2,800 | +$85K |
| CAH - Cardinal Health | 0.92% | Hold | 11,705 | $205.50 | $2M | — | — |
| CMCSA - Comcast · CL A | 0.90% | Reduce −16.7% | 84,090 | $28.01 | $2M | −16,810 | −$815K |
| KMB - Kimberly-Clark | 0.83% | Reduce −17.5% | 21,312 | $100.89 | $2M | −4,522 | −$1M |
| CLF - Cleveland-Cliffs | 0.75% | Reduce −1.3% | 147,180 | $13.28 | $2M | −1,880 | +$136K |
| ITW - Illinois Tool Wks | 0.75% | Hold | 7,935 | $246.30 | $2M | — | — |
| LOW - Lowes Cos | 0.72% | Hold | 7,807 | $241.16 | $2M | — | — |
| DIS - Disney Walt | 0.71% | Hold | 16,309 | $113.77 | $2M | — | — |
| UNH - Unitedhealth Group | 0.70% | Add +9.8% | 5,515 | $330.11 | $2M | +490 | +$85K |
| CNX - Cnx Res | 0.69% | Reduce −2.0% | 48,675 | $36.77 | $2M | −1,000 | +$194K |
| MRK - Merck & | 0.68% | Reduce −1.2% | 16,828 | $105.26 | $2M | −200 | +$342K |
| BAC - Bank of America | 0.64% | Reduce −3.5% | 30,295 | $55.00 | $2M | −1,097 | +$47K |
| FISV - Fiserv | 0.64% | Add +310.1% | 24,803 | $67.17 | $2M | +18,755 | +$886K |
| WMT - Walmart | 0.63% | Hold | 14,687 | $111.41 | $2M | — | — |
| PFE - Pfizer | 0.60% | Reduce −23.8% | 62,795 | $24.90 | $2M | −19,641 | −$537K |
| CL - Colgate Palmolive | 0.58% | Hold | 19,269 | $79.02 | $2M | — | — |
| TMO - Thermo Fisher Scientific | 0.57% | Hold | 2,567 | $579.45 | $1M | — | — |
| WFC - Wells Fargo | 0.47% | Reduce −1.9% | 13,208 | $93.20 | $1M | −255 | +$103K |
| MDLZ - Mondelez Intl · CL A | 0.47% | Add +14.7% | 22,720 | $53.83 | $1M | +2,910 | −$15K |
| GIS - General Mls | 0.46% | Reduce −13.2% | 25,587 | $46.50 | $1M | −3,895 | −$297K |
| THO - Thor Inds | 0.44% | Reduce −9.8% | 11,052 | $102.67 | $1M | −1,200 | −$136K |
| GOOGL - Alphabet · CL A | 0.42% | Hold | 3,523 | $313.00 | $1M | — | — |
| CHRW - C H Robinson Worldwide | 0.42% | Hold | 6,800 | $160.76 | $1M | — | — |
| TJX - Tjx Cos | 0.41% | Reduce −1.4% | 6,988 | $153.61 | $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 Cos | 0.33% | Hold | 4,645 | $185.52 | $862K | — | — |
| JPM - Jpmorgan Chase & | 0.32% | Reduce −8.4% | 2,565 | $322.22 | $826K | −235 | −$57K |
| VTV - Vanguard Index Fds | 0.31% | Add +3.6% | 4,197 | $190.99 | $802K | +146 | +$46K |
| HD - Home Depot | 0.30% | Hold | 2,298 | $344.10 | $791K | — | — |
| VEU — | 0.29% | Add +26.9% | 10,303 | $73.56 | $758K | +2,187 | +$179K |
| BRK.A - Berkshire Hathaway · CL A | 0.29% | Hold | 1 | $754,800 | $755K | — | — |
| WRB - Berkley W R | 0.28% | Reduce −0.9% | 10,462 | $70.12 | $734K | −100 | −$76K |
| MOS - Mosaic | 0.26% | Reduce −13.3% | 28,575 | $24.09 | $688K | −4,400 | −$455K |
| NICE — | 0.26% | Add +314.4% | 6,030 | $113.04 | $682K | +4,575 | +$471K |
| CF - Cf Inds | 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 · CL A | 0.24% | Reduce −17.8% | 56,800 | $10.80 | $613K | −12,300 | +$65K |
| BAX - Baxter Intl | 0.23% | New | 31,106 | $19.11 | $594K | +31,106 | +$594K |
| LAMR - Lamar Advertising · CL A | 0.22% | Hold | 4,549 | $126.58 | $576K | — | — |
| XOM - Exxon Mobil | 0.21% | Hold | 4,437 | $120.34 | $534K | — | — |
| TT - Trane Technologies | 0.20% | Reduce −2.3% | 1,319 | $389.20 | $513K | −31 | −$56K |
| LMT - Lockheed Martin | 0.19% | Add +12.2% | 1,031 | $483.67 | $499K | +112 | +$40K |
| VZ - Verizon Communications | 0.17% | Reduce −4.4% | 10,735 | $40.73 | $437K | −494 | −$56K |
| WY - Weyerhaeuser Mtn Be | 0.16% | Hold | 17,990 | $23.69 | $426K | — | — |
| TTC - TORO | 0.16% | Hold | 5,382 | $78.72 | $424K | — | — |
| ABT - Abbott Labs | 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 Matls | 0.14% | Reduce −9.5% | 1,380 | $256.99 | $355K | −145 | +$42K |
| OXY - Occidental | 0.14% | 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 Fds | 0.13% | 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% | 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 Fds | 0.11% | Add +8.0% | 1,383 | $211.79 | $293K | +103 | +$26K |
| IAUX - I-80 Gold | 0.11% | Hold | 198,800 | $1.46 | $290K | — | — |
| BND - Vanguard Bd Index Fds | 0.11% | Add +2.6% | 5,780 | $49.84 | $288K | +145 | +$6K |
| COST - Costco Whsl | 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 Ppty Group | 0.10% | Hold | 1,466 | $185.11 | $271K | — | — |
| SPY - Spdr S&P 500 ETF Tr | 0.10% | Hold | 392 | $681.92 | $267K | — | — |
| LKQ - LKQ Corp | 0.10% | Hold | 8,816 | $30.20 | $266K | — | — |
| DEO - Diageo | 0.10% | Reduce −4.1% | 2,952 | $86.27 | $255K | −125 | −$39K |
| CI - The Cigna Group | 0.10% | Add +24.2% | 899 | $275.23 | $247K | +175 | +$39K |
| VIGI - Vanguard Whitehall Fds | 0.09% | Hold | 2,658 | $91.45 | $243K | — | — |
| DFUV - Dimensional ETF Trust | 0.09% | Hold | 4,920 | $46.59 | $229K | — | — |
| CNH - Cnh Indl | 0.08% | Reduce −63.0% | 23,900 | $9.22 | $220K | −40,650 | −$480K |
| PSX - Phillips 66 | 0.08% | Hold | 1,650 | $129.04 | $213K | — | — |
| Skeena Res | 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
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NOK - Nokia | 0.54% | Exit | 0 | $4.81 | $1M | −284,744 | −$1M |
| CBOE - Cboe Global Mkts | 0.36% | Exit | 0 | $245.22 | $911K | −3,715 | −$911K |
| UL - Unilever | 0.34% | Exit | 0 | $59.25 | $874K | −14,750 | −$874K |
| Teladoc Health | 0.15% | Exit | 0 | $7.73 | $394K | −51,000 | −$394K |
| LEE - Lee Enterprises | 0.03% | Exit | 0 | $5.41 | $66K | −12,200 | −$66K |
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