Murphy Pohlad Asset Management
Latest statistics and disclosures from Murphy Pohlad Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TRV, BRK.B, AEM, COP, MDT, and represent 15.07% of Murphy Pohlad Asset Management's stock portfolio.
- Added to shares of these 10 stocks: FI, BAX, NICE, SLB, AMRZ, UNP, RGLD, EXE, SKE, KIM.
- Started 4 new stock positions in SKE, BAX, RGLD, AHH.
- Reduced shares in these 10 stocks: NOK, , AEM, Unilever, PFE, CMCSA, KMB, TDOC, WTW, CNH.
- Sold out of its positions in CBOE, LEE, NOK, TDOC, Unilever.
- Murphy Pohlad Asset Management was a net seller of stock by $-4.8M.
- Murphy Pohlad Asset Management has $260M in assets under management (AUM), dropping by 2.19%.
- Central Index Key (CIK): 0001569148
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Portfolio Holdings for Murphy Pohlad Asset Management
Murphy Pohlad Asset Management holds 125 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Travelers Companies (TRV) | 3.6 | $9.5M | 33k | 290.06 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $8.5M | 17k | 502.65 |
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| Agnico (AEM) | 3.2 | $8.4M | -9% | 50k | 169.53 |
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| ConocoPhillips (COP) | 2.5 | $6.4M | +2% | 69k | 93.61 |
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| Medtronic SHS (MDT) | 2.5 | $6.4M | 67k | 96.06 |
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| Cameco Corporation (CCJ) | 2.3 | $6.0M | -4% | 65k | 91.49 |
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| Alamos Gold Com Cl A (AGI) | 2.2 | $5.8M | -5% | 150k | 38.58 |
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| Microsoft Corporation (MSFT) | 2.1 | $5.4M | -3% | 11k | 483.62 |
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| Intel Corporation (INTC) | 2.0 | $5.3M | -5% | 143k | 36.90 |
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| V.F. Corporation (VFC) | 1.9 | $5.0M | 279k | 18.08 |
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| Corteva (CTVA) | 1.9 | $5.0M | -6% | 75k | 67.03 |
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| Autoliv (ALV) | 1.9 | $4.9M | 41k | 118.70 |
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| Cisco Systems (CSCO) | 1.9 | $4.9M | 63k | 77.03 |
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| Union Pacific Corporation (UNP) | 1.9 | $4.8M | +7% | 21k | 231.32 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $4.8M | -3% | 15k | 313.80 |
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| SLB Com Stk (SLB) | 1.8 | $4.8M | +10% | 125k | 38.38 |
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| Procter & Gamble Company (PG) | 1.8 | $4.8M | 33k | 143.31 |
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| Emerson Electric (EMR) | 1.8 | $4.8M | 36k | 132.72 |
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| United Parcel Service CL B (UPS) | 1.8 | $4.7M | 47k | 99.19 |
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| Bank of New York Mellon Corporation (BK) | 1.7 | $4.5M | 39k | 116.09 |
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| American Intl Group Com New (AIG) | 1.7 | $4.5M | 52k | 85.55 |
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| General Dynamics Corporation (GD) | 1.7 | $4.4M | 13k | 336.66 |
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| Flowserve Corporation (FLS) | 1.7 | $4.4M | -2% | 64k | 69.38 |
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| Citigroup Com New (C) | 1.6 | $4.3M | 37k | 116.69 |
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| Apple (AAPL) | 1.6 | $4.2M | -4% | 16k | 271.86 |
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| Devon Energy Corporation (DVN) | 1.6 | $4.2M | 114k | 36.63 |
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| Lauder Estee Cos Cl A (EL) | 1.5 | $4.0M | 38k | 104.72 |
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| Chevron Corporation (CVX) | 1.5 | $3.9M | 26k | 152.41 |
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| Cummins (CMI) | 1.4 | $3.8M | 7.4k | 510.45 |
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| Nutrien (NTR) | 1.4 | $3.7M | +3% | 59k | 61.72 |
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| Willis Towers Watson SHS (WTW) | 1.4 | $3.6M | -9% | 11k | 328.60 |
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| Kimco Realty Corporation (KIM) | 1.4 | $3.6M | +6% | 175k | 20.27 |
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| Federated Hermes CL B (FHI) | 1.4 | $3.5M | 68k | 52.07 |
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| Apa Corporation (APA) | 1.3 | $3.3M | +2% | 137k | 24.46 |
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| Pepsi (PEP) | 1.3 | $3.3M | +2% | 23k | 143.52 |
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| Amrize SHS (AMRZ) | 1.2 | $3.1M | +13% | 57k | 54.08 |
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| Norfolk Southern (NSC) | 1.2 | $3.0M | 11k | 288.72 |
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| Johnson & Johnson (JNJ) | 1.1 | $2.9M | 14k | 206.96 |
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| Regeneron Pharmaceuticals (REGN) | 1.0 | $2.7M | +2% | 3.5k | 771.87 |
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| Target Corporation (TGT) | 1.0 | $2.6M | -6% | 27k | 97.75 |
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| Chesapeake Energy Corp (EXE) | 1.0 | $2.6M | +9% | 23k | 110.36 |
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| PNC Financial Services (PNC) | 1.0 | $2.5M | 12k | 208.73 |
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| Macerich Company (MAC) | 0.9 | $2.4M | +2% | 130k | 18.46 |
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| Cardinal Health (CAH) | 0.9 | $2.4M | 12k | 205.50 |
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| Comcast Corp Cl A (CMCSA) | 0.9 | $2.4M | -16% | 84k | 28.01 |
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| Kimberly-Clark Corporation (KMB) | 0.8 | $2.2M | -17% | 21k | 100.89 |
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| Cleveland-cliffs (CLF) | 0.8 | $2.0M | 147k | 13.28 |
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| Illinois Tool Works (ITW) | 0.8 | $2.0M | 7.9k | 246.30 |
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| Lowe's Companies (LOW) | 0.7 | $1.9M | 7.8k | 241.16 |
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| Walt Disney Company (DIS) | 0.7 | $1.9M | 16k | 113.77 |
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| UnitedHealth (UNH) | 0.7 | $1.8M | +9% | 5.5k | 330.11 |
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| Cnx Resources Corporation (CNX) | 0.7 | $1.8M | -2% | 49k | 36.77 |
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| Merck & Co (MRK) | 0.7 | $1.8M | 17k | 105.26 |
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| Bank of America Corporation (BAC) | 0.6 | $1.7M | -3% | 30k | 55.00 |
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| Fiserv (FI) | 0.6 | $1.7M | +310% | 25k | 67.17 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.6M | 15k | 111.41 |
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| Pfizer (PFE) | 0.6 | $1.6M | -23% | 63k | 24.90 |
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| Colgate-Palmolive Company (CL) | 0.6 | $1.5M | 19k | 79.02 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $1.5M | 2.6k | 579.45 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.2M | 13k | 93.20 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $1.2M | +14% | 23k | 53.83 |
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| General Mills (GIS) | 0.5 | $1.2M | -13% | 26k | 46.50 |
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| Thor Industries (THO) | 0.4 | $1.1M | -9% | 11k | 102.67 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.1M | 3.5k | 313.00 |
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| C H Robinson Worldwide Com New (CHRW) | 0.4 | $1.1M | 6.8k | 160.76 |
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| TJX Companies (TJX) | 0.4 | $1.1M | 7.0k | 153.61 |
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| Coca-Cola Company (KO) | 0.4 | $970k | 14k | 69.91 |
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| Ingredion Incorporated (INGR) | 0.4 | $920k | 8.3k | 110.26 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $891k | 23k | 39.59 |
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| Abbvie (ABBV) | 0.3 | $880k | 3.8k | 228.49 |
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| NVIDIA Corporation (NVDA) | 0.3 | $878k | 4.7k | 186.50 |
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| Mid-America Apartment (MAA) | 0.3 | $873k | 6.3k | 138.91 |
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| Marsh & McLennan Companies | 0.3 | $862k | 4.6k | 185.52 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $827k | -8% | 2.6k | 322.22 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $802k | +3% | 4.2k | 190.99 |
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| Home Depot (HD) | 0.3 | $791k | 2.3k | 344.10 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $758k | +26% | 10k | 73.56 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $755k | 1.00 | 754800.00 |
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| W.R. Berkley Corporation (WRB) | 0.3 | $734k | 11k | 70.12 |
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| Mosaic (MOS) | 0.3 | $688k | -13% | 29k | 24.09 |
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| Nice Sponsored Adr (NICE) | 0.3 | $682k | +314% | 6.0k | 113.04 |
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| CF Industries Holdings (CF) | 0.3 | $681k | 8.8k | 77.34 |
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| Celcuity (CELC) | 0.3 | $658k | -26% | 6.6k | 99.74 |
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| Columbia Sportswear Company (COLM) | 0.2 | $615k | -3% | 11k | 55.09 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.2 | $613k | -17% | 57k | 10.80 |
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| Baxter International (BAX) | 0.2 | $594k | NEW | 31k | 19.11 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $576k | 4.5k | 126.58 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $534k | 4.4k | 120.34 |
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| Trane Technologies SHS (TT) | 0.2 | $513k | -2% | 1.3k | 389.20 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $499k | +12% | 1.0k | 483.67 |
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| Verizon Communications (VZ) | 0.2 | $437k | -4% | 11k | 40.73 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $426k | 18k | 23.69 |
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| Toro Company (TTC) | 0.2 | $424k | 5.4k | 78.72 |
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| Abbott Laboratories (ABT) | 0.2 | $405k | 3.2k | 125.29 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $399k | 6.7k | 59.55 |
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| Winmark Corporation (WINA) | 0.1 | $381k | 940.00 | 404.94 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $360k | 2.1k | 171.18 |
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| Applied Materials (AMAT) | 0.1 | $355k | -9% | 1.4k | 256.99 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $354k | -43% | 8.6k | 41.12 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $351k | +6% | 1.6k | 219.78 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $346k | +6% | 1.9k | 177.41 |
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| United Rentals (URI) | 0.1 | $340k | 420.00 | 809.32 |
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| Broadcom (AVGO) | 0.1 | $336k | 970.00 | 346.10 |
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| Transocean Registered Shs (RIG) | 0.1 | $334k | -28% | 81k | 4.13 |
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| Royal Gold (RGLD) | 0.1 | $322k | NEW | 1.5k | 222.29 |
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| Kopin Corporation (KOPN) | 0.1 | $317k | 136k | 2.34 |
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| Enbridge (ENB) | 0.1 | $302k | 6.3k | 47.83 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $293k | +8% | 1.4k | 211.79 |
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| I-80 Gold Corp (IAUX) | 0.1 | $290k | 199k | 1.46 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $288k | +2% | 5.8k | 49.84 |
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| Costco Wholesale Corporation (COST) | 0.1 | $281k | 326.00 | 862.34 |
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| OraSure Technologies (OSUR) | 0.1 | $278k | +31% | 115k | 2.42 |
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| Simon Property (SPG) | 0.1 | $271k | 1.5k | 185.11 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $267k | 392.00 | 681.92 |
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| LKQ Corporation (LKQ) | 0.1 | $266k | 8.8k | 30.20 |
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| Diageo Spon Adr New (DEO) | 0.1 | $255k | -4% | 3.0k | 86.27 |
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| Cigna Corp (CI) | 0.1 | $247k | +24% | 899.00 | 275.23 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $243k | 2.7k | 91.45 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $229k | 4.9k | 46.59 |
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| Cnh Indl N V SHS (CNH) | 0.1 | $220k | -62% | 24k | 9.22 |
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| Phillips 66 (PSX) | 0.1 | $213k | 1.7k | 129.04 |
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| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.1 | $207k | NEW | 8.7k | 23.73 |
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| Amcor Ord | 0.0 | $83k | 10k | 8.34 |
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| Armada Hoffler Pptys (AHH) | 0.0 | $73k | NEW | 11k | 6.62 |
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| Advanced Emissions (ARQ) | 0.0 | $38k | +9% | 12k | 3.27 |
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Past Filings by Murphy Pohlad Asset Management
SEC 13F filings are viewable for Murphy Pohlad Asset Management going back to 2012
- Murphy Pohlad Asset Management 2025 Q4 filed Feb. 9, 2026
- Murphy Pohlad Asset Management 2025 Q3 filed Nov. 5, 2025
- Murphy Pohlad Asset Management 2025 Q2 filed Aug. 4, 2025
- Murphy Pohlad Asset Management 2025 Q1 filed April 17, 2025
- Murphy Pohlad Asset Management 2024 Q4 filed Jan. 23, 2025
- Murphy Pohlad Asset Management 2024 Q3 filed Oct. 28, 2024
- Murphy Pohlad Asset Management 2024 Q2 filed July 17, 2024
- Murphy Pohlad Asset Management 2024 Q1 filed April 12, 2024
- Murphy Pohlad Asset Management 2023 Q4 filed Jan. 19, 2024
- Murphy Pohlad Asset Management 2023 Q3 filed Oct. 10, 2023
- Murphy Pohlad Asset Management 2023 Q2 filed July 20, 2023
- Murphy Pohlad Asset Management 2023 Q1 filed April 17, 2023
- Murphy Pohlad Asset Management 2022 Q4 filed Feb. 6, 2023
- Murphy Pohlad Asset Management 2022 Q3 filed Oct. 24, 2022
- Murphy Pohlad Asset Management 2022 Q2 filed Aug. 3, 2022
- Murphy Pohlad Asset Management 2022 Q1 filed May 5, 2022