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 | 3.34% | Reduce −7.5% | 45,939 | $202.98 | $9M | −3,740 | +$903K |
| TRV - Travelers Companies | 3.34% | Reduce −2.0% | 31,940 | $291.68 | $9M | −655 | −$138K |
| COP - Conocophillips | 3.24% | Reduce −0.2% | 68,424 | $132.00 | $9M | −170 | +$3M |
| BRK.B - Berkshire Hathaway · CL B | 2.89% | Reduce −1.0% | 16,826 | $479.20 | $8M | −166 | −$478K |
| AGI - Alamos Gold · CL A | 2.38% | Reduce −0.8% | 149,300 | $44.43 | $7M | −1,140 | +$829K |
| SLB - Schlumberger | 2.34% | Add +1.6% | 126,849 | $51.39 | $7M | +2,050 | +$2M |
| CCJ - Cameco | 2.26% | Reduce −11.0% | 58,040 | $108.61 | $6M | −7,155 | +$339K |
| CTVA - Corteva | 2.24% | Reduce −0.1% | 74,807 | $83.71 | $6M | −110 | +$1M |
| APA — | 2.14% | Add +3.0% | 140,683 | $42.44 | $6M | +4,050 | +$3M |
| DVN - Devon Energy | 2.08% | Add +1.6% | 115,357 | $50.32 | $6M | +1,820 | +$2M |
| MDT - Medtronic | 2.06% | Reduce −0.9% | 66,217 | $86.65 | $6M | −627 | −$683K |
| INTC - Intel | 2.04% | Reduce −9.8% | 129,127 | $44.13 | $6M | −13,982 | +$418K |
| CVX - Chevron | 1.92% | Add +0.1% | 25,831 | $206.90 | $5M | +37 | +$1M |
| UNP - Union Pac | 1.82% | Hold | 20,888 | $242.62 | $5M | — | — |
| CSCO - Cisco Sys | 1.76% | Reduce −0.1% | 63,253 | $77.59 | $5M | −55 | +$31K |
| VFC - V F | 1.69% | Reduce −0.7% | 277,145 | $16.99 | $5M | −2,000 | −$338K |
| EMR - Emerson Elec | 1.68% | Reduce −0.7% | 35,795 | $131.02 | $5M | −245 | −$93K |
| PG - Procter & Gamble | 1.65% | Reduce −4.5% | 31,880 | $144.44 | $5M | −1,505 | −$180K |
| FLS - Flowserve | 1.64% | Reduce −1.9% | 62,378 | $73.51 | $5M | −1,200 | +$174K |
| UPS - United Parcel Svcs · CL B | 1.62% | Reduce −2.6% | 46,075 | $98.38 | $5M | −1,250 | −$161K |
| GD - General Dynamics | 1.60% | Reduce −0.6% | 13,034 | $343.22 | $4M | −78 | +$59K |
| NTR - Nutrien | 1.60% | Reduce −0.3% | 59,225 | $75.46 | $4M | −150 | +$804K |
| BK - Bank New York Mellon | 1.59% | Reduce −3.7% | 37,476 | $118.63 | $4M | −1,439 | −$72K |
| ALV - Autoliv | 1.54% | Reduce −0.5% | 40,885 | $105.16 | $4M | −200 | −$577K |
| GOOG - Alphabet · CL C | 1.53% | Reduce −3.0% | 14,924 | $286.86 | $4M | −465 | −$548K |
| MSFT - Microsoft | 1.49% | Add +0.3% | 11,214 | $370.17 | $4M | +30 | −$1M |
| C - Citigroup | 1.47% | Reduce −1.4% | 36,148 | $113.41 | $4M | −496 | −$176K |
| CMI - Cummins | 1.44% | Add +1.3% | 7,486 | $538.02 | $4M | +95 | +$255K |
| AIG - American Intl Group | 1.42% | Add +1.1% | 52,732 | $75.25 | $4M | +580 | −$494K |
| AAPL - Apple | 1.41% | Reduce −0.4% | 15,494 | $253.79 | $4M | −60 | −$296K |
| KIM - Kimco Realty | 1.39% | Reduce −1.8% | 172,197 | $22.47 | $4M | −3,200 | +$314K |
| FHI - Federated Hermes · CL B | 1.37% | Reduce −0.2% | 67,446 | $56.71 | $4M | −150 | +$305K |
| PEP - Pepsico | 1.28% | Add +0.2% | 22,907 | $155.29 | $4M | +39 | +$275K |
| AMRZ - Amrize | 1.19% | Add +4.7% | 59,510 | $56.02 | $3M | +2,670 | +$260K |
| VSNT - Versant Media Group · CL A | 1.19% | New | 90,022 | $37.02 | $3M | +90,022 | +$3M |
| JNJ - Johnson & Johnson | 1.19% | Reduce −1.5% | 13,589 | $244.45 | $3M | −205 | +$467K |
| TGT - Target | 1.17% | Add +1.6% | 26,870 | $121.20 | $3M | +415 | +$671K |
| WTW - Willis Towers Watson | 1.12% | Reduce −0.7% | 10,795 | $290.70 | $3M | −75 | −$434K |
| NSC - Norfolk Southn | 1.07% | Reduce −0.7% | 10,422 | $287.00 | $3M | −78 | −$40K |
| EL - Estee Lauder · CL A | 0.98% | Hold | 37,905 | $71.77 | $3M | — | — |
| REGN - Regeneron Pharmaceuticals | 0.97% | Hold | 3,508 | $772.64 | $3M | — | — |
| EXE - Expand Energy | 0.92% | Add +0.6% | 23,471 | $109.78 | $3M | +150 | +$3K |
| PNC - Pnc Finl Svcs Group | 0.89% | Reduce −1.7% | 11,894 | $208.09 | $2M | −200 | −$49K |
| MAC - Macerich | 0.88% | Hold | 130,360 | $18.90 | $2M | — | — |
| CAH - Cardinal Health | 0.88% | Reduce −0.5% | 11,649 | $211.31 | $2M | −56 | +$56K |
| CMCSA - Comcast · CL A | 0.88% | Add +1.9% | 85,720 | $28.71 | $2M | +1,630 | +$106K |
| MRK - Merck & | 0.73% | Add +1.2% | 17,023 | $120.29 | $2M | +195 | +$276K |
| ITW - Illinois Tool Wks | 0.73% | Reduce −1.1% | 7,850 | $260.29 | $2M | −85 | +$89K |
| FISV - Fiserv | 0.70% | Add +40.1% | 34,753 | $55.80 | $2M | +9,950 | +$273K |
| CNX - Cnx Res | 0.67% | Hold | 48,675 | $38.55 | $2M | — | — |
| LOW - Lowes Cos | 0.66% | Hold | 7,807 | $236.28 | $2M | — | — |
| WMT - Walmart | 0.63% | Reduce −3.8% | 14,127 | $124.28 | $2M | −560 | +$119K |
| IQV - IQVIA | 0.59% | New | 9,677 | $170.54 | $2M | +9,677 | +$2M |
| CL - Colgate Palmolive | 0.59% | Hold | 19,269 | $85.23 | $2M | — | — |
| CNQ - Canadian Natural | 0.59% | New | 33,552 | $48.73 | $2M | +33,552 | +$2M |
| PFE - Pfizer | 0.58% | Reduce −7.7% | 57,937 | $28.08 | $2M | −4,858 | +$63K |
| DIS - Disney Walt | 0.55% | Reduce −1.9% | 15,994 | $96.38 | $2M | −315 | −$314K |
| KMB - Kimberly-Clark | 0.52% | Reduce −29.1% | 15,112 | $96.47 | $1M | −6,200 | −$692K |
| UNH - Unitedhealth Group | 0.51% | Reduce −4.3% | 5,280 | $270.59 | $1M | −235 | −$392K |
| MDLZ - Mondelez Intl · CL A | 0.48% | Add +2.2% | 23,215 | $57.64 | $1M | +495 | +$115K |
| CF - Cf Industries Hold | 0.47% | Add +14.8% | 10,100 | $129.84 | $1M | +1,300 | +$631K |
| TMO - Thermo Fisher Scientific | 0.45% | Hold | 2,567 | $491.53 | $1M | — | — |
| CLF - Cleveland-Cliffs | 0.44% | Reduce −2.0% | 144,180 | $8.45 | $1M | −3,000 | −$736K |
| VTV - Vanguard Index Fds | 0.42% | Add +42.9% | 5,999 | $196.20 | $1M | +1,802 | +$375K |
| CHRW - C H Robinson Worldwide In | 0.41% | Add +1.3% | 6,887 | $166.07 | $1M | +87 | +$51K |
| BAC - Bank of America | 0.41% | Reduce −23.1% | 23,311 | $48.75 | $1M | −6,984 | −$530K |
| TJX - Tjx Cos | 0.40% | Hold | 6,988 | $159.70 | $1M | — | — |
| KO - Coca Cola | 0.38% | Hold | 13,871 | $76.05 | $1M | — | — |
| WFC - Wells Fargo & | 0.37% | Reduce −1.3% | 13,037 | $79.61 | $1M | −171 | −$193K |
| IGT - Ingredion | 0.34% | Hold | 8,340 | $112.66 | $940K | — | — |
| BAX - Baxter Intl | 0.32% | Add +72.5% | 53,666 | $16.80 | $902K | +22,560 | +$307K |
| GOOGL - Alphabet · CL A | 0.32% | 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 Inds | 0.31% | 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% | Add +27.5% | 7,690 | $110.26 | $848K | +1,660 | +$166K |
| VEU — | 0.30% | Add +8.2% | 11,149 | $75.10 | $837K | +846 | +$79K |
| GIS - General Mills | 0.29% | Reduce −15.1% | 21,732 | $37.22 | $809K | −3,855 | −$381K |
| MMC - Marsh & Mclennan Cos | 0.29% | Hold | 4,645 | $173.45 | $806K | — | — |
| ABBV - Abbvie | 0.28% | 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% | 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 · CL A | 0.26% | Hold | 1 | $718,140 | $718K | — | — |
| NVDA - Nvidia | 0.26% | Reduce −12.7% | 4,110 | $174.40 | $717K | −600 | −$162K |
| WRB - Berkley W R | 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 · CL A | 0.21% | Hold | 4,549 | $126.66 | $576K | — | — |
| VOE - Vanguard Index Fds | 0.20% | Add +58.4% | 3,086 | $184.32 | $569K | +1,138 | +$223K |
| VZ - Verizon Communications | 0.20% | Add +4.9% | 11,256 | $50.20 | $565K | +521 | +$128K |
| VUG - Vanguard Index Fds | 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% | Add +11.7% | 20,090 | $24.43 | $491K | +2,100 | +$65K |
| AMAT - Applied Matls | 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 Res | 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% | 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 · CL A | 0.13% | Reduce −38.0% | 35,200 | $10.03 | $353K | −21,600 | −$260K |
| VBR - Vanguard Index Fds | 0.13% | Add +17.4% | 1,624 | $217.25 | $353K | +241 | +$60K |
| OSUR - Orasure Technologies | 0.12% | Add +0.9% | 115,867 | $3.00 | $348K | +1,000 | +$70K |
| VIGI - Vanguard Whitehall Fds | 0.12% | Add +45.1% | 3,858 | $88.46 | $341K | +1,200 | +$98K |
| COST - Costco Wholesale | 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% | Reduce −5.7% | 3,046 | $102.67 | $313K | −183 | −$92K |
| BND - Vanguard Bd Index Fds | 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 - LKQ Corp | 0.10% | Add +11.6% | 9,836 | $29.37 | $289K | +1,020 | +$23K |
| SPG - Simon Ppty Group | 0.10% | Hold | 1,466 | $186.53 | $273K | — | — |
| SII - Sprott | 0.09% | New | 1,800 | $142.90 | $257K | +1,800 | +$257K |
| SPY — | 0.09% | Hold | 392 | $650.34 | $255K | — | — |
| DFUV - Dimensional ETF Trust | 0.09% | Hold | 4,920 | $48.46 | $238K | — | — |
| EOG - Eog Res | 0.08% | New | 1,635 | $144.57 | $236K | +1,635 | +$236K |
| VEA - Vanguard Tax-Managed Fds | 0.08% | New | 3,619 | $64.10 | $232K | +3,619 | +$232K |
| CELC - Celcuity | 0.08% | 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% | Reduce −2.5% | 2,877 | $74.45 | $214K | −75 | −$40K |
| TSM - Taiwan Semiconductor | 0.07% | New | 603 | $337.95 | $204K | +603 | +$204K |
| CNH - Cnh Indl | 0.07% | Reduce −24.3% | 18,100 | $11.00 | $199K | −5,800 | −$21K |
| AHRT - Ah Rlty Tr | 0.04% | 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
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CI - The Cigna Group | 0.10% | Exit | 0 | $274.75 | $247K | −899 | −$247K |
| Skeena Res | 0.08% | Exit | 0 | $23.68 | $206K | −8,700 | −$206K |
| AMCR - Amcor | 0.03% | Exit | 0 | $8.30 | $83K | −10,000 | −$83K |
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