Murphy Pohlad Asset Management
Latest statistics and disclosures from Murphy Pohlad Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AEM, TRV, BRK.B, MDT, COP, and represent 15.56% of Murphy Pohlad Asset Management's stock portfolio.
- Added to shares of these 10 stocks: AMRZ, REGN, FI, COLM, LAMR, UPS, CELC, DVN, LKQ, PSX.
- Started 10 new stock positions in COLM, FI, AMRZ, CI, LAMR, LEE, CELC, NICE, LKQ, PSX.
- Reduced shares in these 10 stocks: CNH, NOK, PFE, , CMCSA, MRK, BWA, BAX, CLF, Walgreen Boots Alliance.
- Sold out of its positions in BAX, BWA, CNC, Walgreen Boots Alliance.
- Murphy Pohlad Asset Management was a net seller of stock by $-92k.
- Murphy Pohlad Asset Management has $255M in assets under management (AUM), dropping by 7.84%.
- Central Index Key (CIK): 0001569148
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Portfolio Holdings for Murphy Pohlad Asset Management
Murphy Pohlad Asset Management holds 126 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Agnico (AEM) | 3.6 | $9.3M | 55k | 168.56 |
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| Travelers Companies (TRV) | 3.6 | $9.1M | 33k | 279.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $8.5M | -2% | 17k | 502.74 |
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| Medtronic SHS (MDT) | 2.5 | $6.4M | 67k | 95.24 |
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| ConocoPhillips (COP) | 2.5 | $6.4M | 67k | 94.59 |
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| Microsoft Corporation (MSFT) | 2.4 | $6.0M | 12k | 517.95 |
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| Cameco Corporation (CCJ) | 2.3 | $5.7M | -2% | 69k | 83.86 |
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| Alamos Gold Com Cl A (AGI) | 2.2 | $5.5M | 159k | 34.86 |
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| Corteva (CTVA) | 2.1 | $5.4M | 80k | 67.63 |
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| Procter & Gamble Company (PG) | 2.0 | $5.1M | 33k | 153.65 |
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| Autoliv (ALV) | 2.0 | $5.1M | 41k | 123.50 |
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| Intel Corporation (INTC) | 2.0 | $5.1M | 152k | 33.55 |
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| Emerson Electric (EMR) | 1.9 | $4.8M | 36k | 131.18 |
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| Union Pacific Corporation (UNP) | 1.8 | $4.6M | 20k | 236.37 |
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| General Dynamics Corporation (GD) | 1.8 | $4.5M | 13k | 341.00 |
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| Cisco Systems (CSCO) | 1.7 | $4.3M | 63k | 68.42 |
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| Bank of New York Mellon Corporation (BK) | 1.7 | $4.3M | -2% | 40k | 108.96 |
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| Willis Towers Watson SHS (WTW) | 1.6 | $4.2M | 12k | 345.45 |
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| Apple (AAPL) | 1.6 | $4.1M | -2% | 16k | 254.63 |
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| American Intl Group Com New (AIG) | 1.6 | $4.1M | 52k | 78.54 |
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| V.F. Corporation (VFC) | 1.6 | $4.0M | -3% | 280k | 14.43 |
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| Devon Energy Corporation (DVN) | 1.6 | $4.0M | +9% | 113k | 35.06 |
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| United Parcel Service CL B (UPS) | 1.6 | $4.0M | +15% | 48k | 83.53 |
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| Chevron Corporation (CVX) | 1.6 | $4.0M | 26k | 155.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $3.9M | -3% | 16k | 243.55 |
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| Schlumberger Com Stk (SLB) | 1.5 | $3.9M | +4% | 113k | 34.37 |
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| Citigroup Com New (C) | 1.5 | $3.8M | -4% | 37k | 101.50 |
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| Kimco Realty Corporation (KIM) | 1.4 | $3.6M | +3% | 165k | 21.85 |
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| Federated Hermes CL B (FHI) | 1.4 | $3.5M | 68k | 51.93 |
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| Flowserve Corporation (FLS) | 1.4 | $3.5M | 65k | 53.14 |
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| Nutrien (NTR) | 1.3 | $3.4M | -2% | 57k | 58.71 |
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| Lauder Estee Cos Cl A (EL) | 1.3 | $3.3M | 38k | 88.12 |
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| Apa Corporation (APA) | 1.3 | $3.3M | 134k | 24.28 |
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| Kimberly-Clark Corporation (KMB) | 1.3 | $3.2M | 26k | 124.34 |
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| Comcast Corp Cl A (CMCSA) | 1.2 | $3.2M | -13% | 101k | 31.42 |
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| Norfolk Southern (NSC) | 1.2 | $3.2M | 11k | 300.41 |
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| Cummins (CMI) | 1.2 | $3.1M | 7.4k | 422.37 |
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| Pepsi (PEP) | 1.2 | $3.1M | +4% | 22k | 140.44 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.6M | 14k | 185.43 |
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| Target Corporation (TGT) | 1.0 | $2.5M | 28k | 89.70 |
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| PNC Financial Services (PNC) | 1.0 | $2.5M | -5% | 12k | 200.93 |
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| Amrize SHS (AMRZ) | 1.0 | $2.4M | NEW | 50k | 48.53 |
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| Macerich Company (MAC) | 0.9 | $2.3M | +2% | 128k | 18.20 |
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| Chesapeake Energy Corp (EXE) | 0.9 | $2.3M | +5% | 21k | 106.24 |
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| Pfizer (PFE) | 0.8 | $2.1M | -29% | 82k | 25.48 |
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| Illinois Tool Works (ITW) | 0.8 | $2.1M | 7.9k | 260.76 |
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| Lowe's Companies (LOW) | 0.8 | $2.0M | 7.8k | 251.31 |
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| Regeneron Pharmaceuticals (REGN) | 0.8 | $1.9M | +117% | 3.4k | 562.27 |
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| Walt Disney Company (DIS) | 0.7 | $1.9M | 16k | 114.50 |
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| Cardinal Health (CAH) | 0.7 | $1.8M | 12k | 156.96 |
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| Cleveland-cliffs (CLF) | 0.7 | $1.8M | -10% | 149k | 12.20 |
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| UnitedHealth (UNH) | 0.7 | $1.7M | +13% | 5.0k | 345.30 |
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| Bank of America Corporation (BAC) | 0.6 | $1.6M | 31k | 51.59 |
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| Cnx Resources Corporation (CNX) | 0.6 | $1.6M | -8% | 50k | 32.12 |
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| Colgate-Palmolive Company (CL) | 0.6 | $1.5M | 19k | 79.94 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.5M | -6% | 15k | 103.06 |
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| General Mills (GIS) | 0.6 | $1.5M | 30k | 50.42 |
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| Merck & Co (MRK) | 0.6 | $1.4M | -24% | 17k | 83.93 |
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| Nokia Corp Sponsored Adr (NOK) | 0.5 | $1.4M | -53% | 285k | 4.81 |
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| Thor Industries (THO) | 0.5 | $1.3M | 12k | 103.69 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $1.2M | 2.6k | 485.02 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $1.2M | 20k | 62.47 |
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| Mosaic (MOS) | 0.4 | $1.1M | 33k | 34.68 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.1M | -2% | 14k | 83.82 |
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| TJX Companies (TJX) | 0.4 | $1.0M | 7.1k | 144.54 |
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| Ingredion Incorporated (INGR) | 0.4 | $1.0M | 8.2k | 122.11 |
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| Marsh & McLennan Companies (MMC) | 0.4 | $936k | 4.6k | 201.53 |
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| Home Depot (HD) | 0.4 | $931k | 2.3k | 405.19 |
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| Coca-Cola Company (KO) | 0.4 | $920k | 14k | 66.32 |
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| CBOE Holdings (CBOE) | 0.4 | $911k | 3.7k | 245.25 |
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| C H Robinson Worldwide Com New (CHRW) | 0.4 | $900k | 6.8k | 132.40 |
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| Abbvie (ABBV) | 0.3 | $891k | 3.8k | 231.54 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $883k | 2.8k | 315.43 |
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| NVIDIA Corporation (NVDA) | 0.3 | $879k | 4.7k | 186.58 |
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| Mid-America Apartment (MAA) | 0.3 | $878k | 6.3k | 139.73 |
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| Unilever Spon Adr New (UL) | 0.3 | $874k | 15k | 59.28 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $868k | 23k | 38.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $856k | 3.5k | 243.10 |
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| W.R. Berkley Corporation (WRB) | 0.3 | $809k | 11k | 76.62 |
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| CF Industries Holdings (CF) | 0.3 | $780k | 8.7k | 89.70 |
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| Fiserv (FI) | 0.3 | $780k | NEW | 6.0k | 128.93 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $756k | +12% | 4.1k | 186.49 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $754k | 1.00 | 754200.00 |
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| Occidental Petroleum Corporation (OXY) | 0.3 | $714k | -3% | 15k | 47.25 |
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| Cnh Indl N V SHS (CNH) | 0.3 | $700k | -69% | 65k | 10.85 |
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| Columbia Sportswear Company (COLM) | 0.2 | $603k | NEW | 12k | 52.30 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $579k | +10% | 8.1k | 71.37 |
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| Trane Technologies SHS (TT) | 0.2 | $570k | 1.4k | 421.96 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $557k | NEW | 4.5k | 122.42 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.2 | $548k | 69k | 7.93 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $500k | -2% | 4.4k | 112.75 |
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| Verizon Communications (VZ) | 0.2 | $494k | 11k | 43.95 |
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| Winmark Corporation (WINA) | 0.2 | $468k | 940.00 | 497.77 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $459k | 919.00 | 499.21 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $446k | 18k | 24.79 |
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| Celcuity (CELC) | 0.2 | $445k | NEW | 9.0k | 49.40 |
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| Abbott Laboratories (ABT) | 0.2 | $433k | 3.2k | 133.94 |
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| Toro Company (TTC) | 0.2 | $410k | 5.4k | 76.20 |
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| United Rentals (URI) | 0.2 | $401k | 420.00 | 954.66 |
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| Teladoc (TDOC) | 0.2 | $394k | -26% | 51k | 7.73 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $390k | 6.7k | 58.22 |
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| Transocean Registered Shs (RIG) | 0.1 | $354k | -2% | 113k | 3.12 |
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| Kopin Corporation (KOPN) | 0.1 | $330k | -4% | 136k | 2.43 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $323k | +17% | 1.5k | 215.79 |
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| Broadcom (AVGO) | 0.1 | $320k | 970.00 | 329.91 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $318k | +15% | 1.8k | 174.59 |
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| Enbridge (ENB) | 0.1 | $318k | 6.3k | 50.46 |
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| Applied Materials (AMAT) | 0.1 | $312k | 1.5k | 204.74 |
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| Costco Wholesale Corporation (COST) | 0.1 | $302k | 326.00 | 925.63 |
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| Diageo Spon Adr New (DEO) | 0.1 | $294k | -5% | 3.1k | 95.43 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $282k | 2.1k | 133.90 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $282k | 5.6k | 49.99 |
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| OraSure Technologies (OSUR) | 0.1 | $281k | +10% | 88k | 3.21 |
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| Simon Property (SPG) | 0.1 | $275k | -4% | 1.5k | 187.67 |
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| LKQ Corporation (LKQ) | 0.1 | $269k | NEW | 8.8k | 30.54 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $267k | +12% | 1.3k | 208.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $261k | 392.00 | 666.18 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $238k | +6% | 2.7k | 89.57 |
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| Phillips 66 (PSX) | 0.1 | $224k | NEW | 1.7k | 136.02 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $220k | 4.9k | 44.69 |
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| Nice Sponsored Adr (NICE) | 0.1 | $211k | NEW | 1.5k | 144.78 |
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| Cigna Corp (CI) | 0.1 | $209k | NEW | 724.00 | 288.25 |
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| I-80 Gold Corp (IAUX) | 0.1 | $190k | +6% | 199k | 0.96 |
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| Amcor Ord (AMCR) | 0.0 | $82k | 10k | 8.18 |
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| Advanced Emissions (ARQ) | 0.0 | $76k | 11k | 7.16 |
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| Lee Enterprises (LEE) | 0.0 | $66k | NEW | 12k | 5.44 |
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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 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
- Murphy Pohlad Asset Management 2021 Q4 filed Feb. 11, 2022