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

2026 Q1 2025 Q4, filed 14 Apr, long equity only

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AEM, Agnico Eagle Mines	3.34%	Reduce −7.5%	45,939	$202.98	$9.3M	−3,740	+$903K
TRV, Travelers	3.34%, was 3.63%	Reduce −2.0%	31,940	$291.68	$9.3M	−655	−$138K
COP, ConocoPhillips	3.24%	Reduce −0.2%	68,424	$132.00	$9M	−170	+$2.6M
BRK.B, Berkshire Hathaway Class B	2.89%, was 3.28%	Reduce −1.0%	16,826	$479.20	$8.1M	−166	−$478K
AGI, Alamos Gold	2.38%	Reduce −0.8%	149,300	$44.43	$6.6M	−1,140	+$829K
SLB	2.34%, was 1.84%	Add +1.6%	126,849	$51.39	$6.5M	+2,050	+$1.7M
CCJ, Cameco	2.26%, was 2.29%	Reduce −11.0%	58,040	$108.61	$6.3M	−7,155	+$339K
CTVA, Corteva	2.24%	Reduce −0.1%	74,807	$83.71	$6.3M	−110	+$1.2M
APA	2.14%, was 1.28%	Add +3.0%	140,683	$42.44	$6M	+4,050	+$2.6M
DVN, Devon Energy	2.08%, was 1.60%	Add +1.6%	115,357	$50.32	$5.8M	+1,820	+$1.6M
MDT, Medtronic	2.06%, was 2.47%	Reduce −0.9%	66,217	$86.65	$5.7M	−627	−$683K
INTC, Intel	2.04%	Reduce −9.8%	129,127	$44.13	$5.7M	−13,982	+$418K
CVX, Chevron	1.92%, was 1.51%	Add +0.1%	25,831	$206.90	$5.3M	+37	+$1.4M
UNP, Union Pacific	1.82%	Hold	20,888	$242.62	$5.1M	—	—
CSCO, Cisco	1.76%, was 1.87%	Reduce −0.1%	63,253	$77.59	$4.9M	−55	+$31K
VFC, V	1.69%, was 1.94%	Reduce −0.7%	277,145	$16.99	$4.7M	−2,000	−$338K
EMR, Emerson Electric	1.68%, was 1.84%	Reduce −0.7%	35,795	$131.02	$4.7M	−245	−$93K
PG, Procter & Gamble	1.65%, was 1.84%	Reduce −4.5%	31,880	$144.44	$4.6M	−1,505	−$180K
FLS, Flowserve	1.64%, was 1.69%	Reduce −1.9%	62,378	$73.51	$4.6M	−1,200	+$174K
UPS	1.62%, was 1.80%	Reduce −2.6%	46,075	$98.38	$4.5M	−1,250	−$161K
GD, General Dynamics	1.60%, was 1.69%	Reduce −0.6%	13,034	$343.22	$4.5M	−78	+$59K
NTR, Nutrien	1.60%	Reduce −0.3%	59,225	$75.46	$4.5M	−150	+$804K
BK, BNY	1.59%, was 1.73%	Reduce −3.7%	37,476	$118.63	$4.4M	−1,439	−$72K
ALV, Autoliv	1.54%, was 1.87%	Reduce −0.5%	40,885	$105.16	$4.3M	−200	−$577K
GOOG, Alphabet Class C	1.53%, was 1.85%	Reduce −3.0%	14,924	$286.86	$4.3M	−465	−$548K
MSFT, Microsoft	1.49%	Add +0.3%	11,214	$370.17	$4.2M	+30	−$1.3M
C, Citigroup	1.47%, was 1.64%	Reduce −1.4%	36,148	$113.41	$4.1M	−496	−$176K
CMI, Cummins	1.44%	Add +1.3%	7,486	$538.02	$4M	+95	+$255K
AIG	1.42%	Add +1.1%	52,732	$75.25	$4M	+580	−$494K
AAPL, Apple	1.41%, was 1.62%	Reduce −0.4%	15,494	$253.79	$3.9M	−60	−$296K
KIM, Kimco Realty	1.39%	Reduce −1.8%	172,197	$22.47	$3.9M	−3,200	+$314K
FHI, Federated Hermes	1.37%	Reduce −0.2%	67,446	$56.71	$3.8M	−150	+$305K
PEP, PepsiCo	1.28%, was 1.26%	Add +0.2%	22,907	$155.29	$3.6M	+39	+$275K
AMRZ, Amrize	1.19%, was 1.18%	Add +4.7%	59,510	$56.02	$3.3M	+2,670	+$260K
VSNT, Versant Media Group	1.19%	New	90,022	$37.02	$3.3M	+90,022	+$3.3M
JNJ, Johnson & Johnson	1.19%	Reduce −1.5%	13,589	$244.45	$3.3M	−205	+$467K
TGT, Target	1.17%, was 0.99%	Add +1.6%	26,870	$121.20	$3.3M	+415	+$671K
WTW, Willis Towers Watson	1.12%, was 1.37%	Reduce −0.7%	10,795	$290.70	$3.1M	−75	−$434K
NSC, Norfolk Southern	1.07%, was 1.16%	Reduce −0.7%	10,422	$287.00	$3M	−78	−$40K
EL, Estee Lauder	0.98%	Hold	37,905	$71.77	$2.7M	—	—
REGN, Regeneron	0.97%	Hold	3,508	$772.64	$2.7M	—	—
EXE, Expand Energy	0.92%	Add +0.6%	23,471	$109.78	$2.6M	+150	+$3K
PNC	0.89%, was 0.97%	Reduce −1.7%	11,894	$208.09	$2.5M	−200	−$49K
MAC, Macerich	0.88%	Hold	130,360	$18.90	$2.5M	—	—
CAH, Cardinal Health	0.88%, was 0.92%	Reduce −0.5%	11,649	$211.31	$2.5M	−56	+$56K
CMCSA, Comcast	0.88%	Add +1.9%	85,720	$28.71	$2.5M	+1,630	+$106K
MRK, Merck	0.73%, was 0.68%	Add +1.2%	17,023	$120.29	$2M	+195	+$276K
ITW, Illinois Tool Works	0.73%, was 0.75%	Reduce −1.1%	7,850	$260.29	$2M	−85	+$89K
FISV, Fiserv	0.70%, was 0.64%	Add +40.1%	34,753	$55.80	$1.9M	+9,950	+$273K
CNX, CNX Resources	0.67%	Hold	48,675	$38.55	$1.9M	—	—
LOW, Lowe's	0.66%	Hold	7,807	$236.28	$1.8M	—	—
WMT, Walmart	0.63%	Reduce −3.8%	14,127	$124.28	$1.8M	−560	+$119K
IQV, IQVIA	0.59%	New	9,677	$170.54	$1.7M	+9,677	+$1.7M
CL, Colgate-Palmolive	0.59%	Hold	19,269	$85.23	$1.6M	—	—
CNQ, Canadian Natural Resources	0.59%	New	33,552	$48.73	$1.6M	+33,552	+$1.6M
PFE, Pfizer	0.58%, was 0.60%	Reduce −7.7%	57,937	$28.08	$1.6M	−4,858	+$63K
DIS, Disney	0.55%, was 0.71%	Reduce −1.9%	15,994	$96.38	$1.5M	−315	−$314K
KMB, Kimberly-Clark	0.52%, was 0.83%	Reduce −29.1%	15,112	$96.47	$1.5M	−6,200	−$692K
UNH, UnitedHealth Group	0.51%, was 0.70%	Reduce −4.3%	5,280	$270.59	$1.4M	−235	−$392K
MDLZ, Mondelez	0.48%, was 0.47%	Add +2.2%	23,215	$57.64	$1.3M	+495	+$115K
CF, CF Industries	0.47%, was 0.26%	Add +14.8%	10,100	$129.84	$1.3M	+1,300	+$631K
TMO, Thermo Fisher Scientific	0.45%	Hold	2,567	$491.53	$1.3M	—	—
CLF, Cleveland-Cliffs	0.44%, was 0.75%	Reduce −2.0%	144,180	$8.45	$1.2M	−3,000	−$736K
VTV, Vanguard Index Funds	0.42%, was 0.31%	Add +42.9%	5,999	$196.20	$1.2M	+1,802	+$375K
CHRW, C.H. Robinson	0.41%	Add +1.3%	6,887	$166.07	$1.1M	+87	+$51K
BAC, Bank of America	0.41%, was 0.64%	Reduce −23.1%	23,311	$48.75	$1.1M	−6,984	−$530K
TJX, TJX Companies	0.40%	Hold	6,988	$159.70	$1.1M	—	—
KO, Coca-Cola	0.38%	Hold	13,871	$76.05	$1.1M	—	—
WFC, Wells Fargo	0.37%, was 0.47%	Reduce −1.3%	13,037	$79.61	$1M	−171	−$193K
IGT, Ingredion	0.34%	Hold	8,340	$112.66	$940K	—	—
BAX, Baxter International	0.32%, was 0.23%	Add +72.5%	53,666	$16.80	$902K	+22,560	+$307K
GOOGL, Alphabet Class A	0.32%, was 0.42%	Reduce −11.4%	3,123	$287.56	$898K	−400	−$205K
MAA, Mid-Amer Apt Cmntys	0.32%	Add +15.0%	7,225	$122.12	$882K	+940	+$9K
THO, Thor Industries	0.31%, was 0.44%	Reduce −0.9%	10,952	$79.89	$875K	−100	−$260K
DFAC, Dimensional ETF Trust	0.31%	Hold	22,504	$38.86	$875K	—	—
NICE	0.30%, was 0.26%	Add +27.5%	7,690	$110.26	$848K	+1,660	+$166K
VEU	0.30%, was 0.29%	Add +8.2%	11,149	$75.10	$837K	+846	+$79K
GIS, General Mills	0.29%, was 0.46%	Reduce −15.1%	21,732	$37.22	$809K	−3,855	−$381K
MMC, Marsh McLennan	0.29%	Hold	4,645	$173.45	$806K	—	—
ABBV, AbbVie	0.28%, was 0.34%	Reduce −5.6%	3,634	$217.49	$790K	−215	−$89K
HD, Home Depot	0.27%	Hold	2,298	$328.89	$756K	—	—
JPM, JPMorgan Chase	0.26%, was 0.32%	Reduce −2.5%	2,500	$294.16	$735K	−65	−$91K
XOM, Exxon Mobil	0.26%	Reduce −3.1%	4,299	$169.66	$729K	−138	+$195K
MOS, Mosaic	0.26%	Hold	28,575	$25.50	$729K	—	—
BRK.A, Berkshire Hathaway Class A	0.26%	Hold	1	$718,140	$718K	—	—
NVDA, Nvidia	0.26%, was 0.34%	Reduce −12.7%	4,110	$174.40	$717K	−600	−$162K
WRB, Berkley	0.25%	Hold	10,462	$66.28	$693K	—	—
LMT, Lockheed Martin	0.22%	Hold	1,031	$604.39	$623K	—	—
COLM, Columbia Sportswear	0.22%	Hold	11,160	$54.81	$612K	—	—
LAMR, Lamar Advertising	0.21%	Hold	4,549	$126.66	$576K	—	—
VOE, Vanguard Index Funds	0.20%, was 0.13%	Add +58.4%	3,086	$184.32	$569K	+1,138	+$223K
VZ, Verizon	0.20%, was 0.17%	Add +4.9%	11,256	$50.20	$565K	+521	+$128K
VUG, Vanguard Index Funds	0.20%	New	1,275	$436.79	$557K	+1,275	+$557K
TT, Trane Technologies	0.20%	Hold	1,319	$416.74	$550K	—	—
RIG, Transocean	0.18%	Reduce −6.2%	75,800	$6.63	$503K	−5,000	+$169K
WY, Weyerhaeuser	0.18%, was 0.16%	Add +11.7%	20,090	$24.43	$491K	+2,100	+$65K
AMAT, Applied Materials	0.17%	Hold	1,380	$341.79	$472K	—	—
OXY, Occidental	0.16%	Reduce −20.9%	6,803	$65.00	$442K	−1,797	+$89K
RRC, Range Resources	0.16%	New	9,720	$45.18	$439K	+9,720	+$439K
TTC, Toro	0.16%	Reduce −13.0%	4,682	$93.44	$437K	−700	+$14K
LRCX, Lam Research	0.15%	Reduce −6.4%	1,970	$213.66	$421K	−135	+$61K
DFAT, Dimensional ETF Trust	0.15%	Hold	6,693	$62.46	$418K	—	—
WINA, Winmark	0.14%	Hold	940	$427.55	$402K	—	—
RGLD, Royal Gold	0.13%	Hold	1,450	$254.49	$369K	—	—
ENB, Enbridge	0.13%, was 0.12%	Add +4.3%	6,577	$54.14	$356K	+271	+$54K
VIG, Vanguard Specialized Funds	0.13%	Add +3.4%	1,653	$215.06	$355K	+55	+$4K
LPTH, Lightpath Technologies	0.13%, was 0.24%	Reduce −38.0%	35,200	$10.03	$353K	−21,600	−$260K
VBR, Vanguard Index Funds	0.13%, was 0.11%	Add +17.4%	1,624	$217.25	$353K	+241	+$60K
OSUR, Orasure Technologies	0.12%, was 0.11%	Add +0.9%	115,867	$3.00	$348K	+1,000	+$70K
VIGI, Vanguard Whitehall Funds	0.12%, was 0.09%	Add +45.1%	3,858	$88.46	$341K	+1,200	+$98K
COST, Costco	0.12%	Hold	326	$996.43	$325K	—	—
GLW, Corning	0.11%	New	2,350	$135.97	$320K	+2,350	+$320K
ABT, Abbott Laboratories	0.11%, was 0.16%	Reduce −5.7%	3,046	$102.67	$313K	−183	−$92K
BND, Vanguard Bond Index Funds	0.11%	Add +8.7%	6,280	$49.78	$313K	+500	+$25K
URI, United Rentals	0.11%	Hold	420	$728.56	$306K	—	—
KOPN, Kopin	0.11%	Hold	135,600	$2.25	$305K	—	—
IAUX, I-80 Gold	0.11%	Hold	198,800	$1.52	$302K	—	—
PSX, Phillips 66	0.11%	Hold	1,650	$182.18	$301K	—	—
AVGO, Broadcom	0.11%	Hold	970	$309.51	$300K	—	—
LKQ	0.10%	Add +11.6%	9,836	$29.37	$289K	+1,020	+$23K
SPG, Simon Property Group	0.10%	Hold	1,466	$186.53	$273K	—	—
SII, Sprott	0.09%	New	1,800	$142.90	$257K	+1,800	+$257K
SPY, SPDR S&P 500 ETF Trust	0.09%	Hold	392	$650.34	$255K	—	—
DFUV, Dimensional ETF Trust	0.09%	Hold	4,920	$48.46	$238K	—	—
EOG, EOG Resources	0.08%	New	1,635	$144.57	$236K	+1,635	+$236K
VEA, Vanguard Tax-Managed Funds	0.08%	New	3,619	$64.10	$232K	+3,619	+$232K
CELC, Celcuity	0.08%, was 0.25%	Reduce −71.2%	1,900	$114.14	$217K	−4,700	−$441K
TDW, Tidewater	0.08%	New	2,590	$83.55	$216K	+2,590	+$216K
DEO, Diageo	0.08%, was 0.10%	Reduce −2.5%	2,877	$74.45	$214K	−75	−$40K
TSM, Taiwan Semiconductor	0.07%	New	603	$337.95	$204K	+603	+$204K
CNH, CNH Industrial	0.07%, was 0.08%	Reduce −24.3%	18,100	$11.00	$199K	−5,800	−$21K
AHRT, Ah Realty Trust	0.04%, was 0.03%	Add +81.5%	20,040	$5.50	$110K	+9,000	+$37K
LEE, Lee Enterprises	0.04%	New	11,400	$8.61	$98K	+11,400	+$98K
ARQ	0.01%	Hold	11,600	$2.56	$30K	—	—

Showing top 50 of 134 by value

Exits / last held

Gone since 2025 Q4, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
CI, Cigna	0.10%	Exit	$274.75	$247K	−899	−$247K
Skeena Resources	0.08%	Exit	$23.68	$206K	−8,700	−$206K
AMCR, Amcor	0.03%	Exit	$8.30	$83K	−10,000	−$83K

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