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, INTC, BRK.B, AEM, COP, and represent 14.81% of Murphy Pohlad Asset Management's stock portfolio.
- Added to shares of these 10 stocks: NKE, IFF, INGR, ABT, ADP, RYN, MOS, VUG, ADBE, AVLV.
- Started 11 new stock positions in PFG, IFF, ODV, VYM, ADBE, MRNA, USB, NKE, AVLV, RYN. ADP.
- Reduced shares in these 10 stocks: INTC (-$8.4M), NVDA, LRCX, CSCO, CMCSA, CMI, VEU, KMB, GLW, VUSB.
- Sold out of its positions in AVGO, CELC, GLW, DEO, NVDA, SII, TDW, VEA, VUSB, CNH.
- Murphy Pohlad Asset Management was a net seller of stock by $-6.3M.
- Murphy Pohlad Asset Management has $287M in assets under management (AUM), dropping by 2.93%.
- Central Index Key (CIK): 0001569148
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Portfolio Holdings for Murphy Pohlad Asset Management
Murphy Pohlad Asset Management holds 135 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Travelers Companies (TRV) | 3.7 | $11M | 32k | 330.12 |
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| Intel Corporation (INTC) | 3.4 | $9.7M | -46% | 69k | 139.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $8.2M | -2% | 16k | 500.39 |
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| Agnico (AEM) | 2.5 | $7.1M | 46k | 155.13 |
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| ConocoPhillips (COP) | 2.5 | $7.1M | 68k | 103.96 |
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| Cisco Systems (CSCO) | 2.4 | $6.8M | -7% | 58k | 117.46 |
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| Corteva (CTVA) | 2.2 | $6.3M | 75k | 84.69 |
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| SLB Com Stk (SLB) | 2.1 | $5.9M | 128k | 46.49 |
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| Cameco Corporation (CCJ) | 2.0 | $5.9M | 57k | 101.86 |
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| Union Pacific Corporation (UNP) | 2.0 | $5.7M | 21k | 272.00 |
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| Bank of New York Mellon Corporation (BNY) | 1.9 | $5.3M | 37k | 144.61 |
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| Emerson Electric (EMR) | 1.8 | $5.1M | 36k | 143.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $5.1M | -3% | 14k | 353.33 |
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| Medtronic SHS (MDT) | 1.7 | $5.0M | -3% | 64k | 78.23 |
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| Cummins (CMI) | 1.7 | $5.0M | -6% | 7.0k | 713.21 |
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| United Parcel Svcs CL B (UPS) | 1.7 | $4.9M | 46k | 107.50 |
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| Citigroup Com New (C) | 1.7 | $4.9M | -2% | 35k | 139.96 |
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| Devon Energy Corporation (DVN) | 1.7 | $4.8M | 116k | 41.32 |
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| Autoliv (ALV) | 1.6 | $4.7M | 41k | 116.17 |
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| Procter & Gamble Company (PG) | 1.6 | $4.7M | 32k | 146.64 |
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| General Dynamics Corporation (GD) | 1.6 | $4.6M | 13k | 354.24 |
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| Alamos Gold Com Cl A (AGI) | 1.6 | $4.6M | 152k | 30.34 |
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| Flowserve Corporation (FLS) | 1.6 | $4.6M | 62k | 74.16 |
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| V.F. Corporation (VFC) | 1.6 | $4.6M | 276k | 16.68 |
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| Apa Corporation (APA) | 1.6 | $4.6M | 141k | 32.57 |
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| Apple (AAPL) | 1.6 | $4.5M | 15k | 289.37 |
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| Kimco Realty Corporation (KIM) | 1.5 | $4.4M | 172k | 25.35 |
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| Chevron Corporation (CVX) | 1.5 | $4.3M | 26k | 165.76 |
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| Microsoft Corporation (MSFT) | 1.4 | $4.2M | 11k | 373.04 |
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| American Intl Group Com New (AIG) | 1.4 | $3.9M | 53k | 74.53 |
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| Nutrien (NTR) | 1.3 | $3.9M | +3% | 62k | 62.95 |
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| Federated Hermes CL B (FHI) | 1.3 | $3.7M | 67k | 55.22 |
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| Target Corporation (TGT) | 1.2 | $3.5M | 27k | 130.61 |
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| Johnson & Johnson (JNJ) | 1.2 | $3.5M | 14k | 253.98 |
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| Norfolk Southern (NSC) | 1.1 | $3.3M | 10k | 314.59 |
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| Macerich Company (MAC) | 1.1 | $3.3M | 130k | 25.19 |
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| Amrize SHS (AMRZ) | 1.1 | $3.3M | +2% | 61k | 53.30 |
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| Versant Media Group Com Cl A (VSNT) | 1.1 | $3.2M | 90k | 36.01 |
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| Pepsi (PEP) | 1.1 | $3.1M | 23k | 135.40 |
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| Lauder Estee Cos Cl A (EL) | 1.0 | $3.0M | 38k | 78.95 |
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| PNC Financial Services (PNC) | 1.0 | $2.9M | 12k | 246.22 |
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| Willis Towers Watson SHS (WTW) | 1.0 | $2.8M | 11k | 261.37 |
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| Cardinal Health (CAH) | 0.9 | $2.6M | -4% | 11k | 237.56 |
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| UnitedHealth (UNH) | 0.8 | $2.2M | 5.3k | 415.64 |
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| Merck & Co (MRK) | 0.8 | $2.2M | 17k | 128.50 |
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| Regeneron Pharmaceuticals (REGN) | 0.8 | $2.2M | 3.5k | 623.54 |
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| Ingredion Incorporated (INGR) | 0.7 | $2.1M | +170% | 23k | 94.71 |
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| Illinois Tool Works (ITW) | 0.7 | $2.1M | 7.9k | 270.47 |
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| Iqvia Holdings (IQV) | 0.7 | $2.1M | +13% | 11k | 193.22 |
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| Chesapeake Energy Corp (EXE) | 0.7 | $2.1M | -2% | 23k | 91.19 |
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| Nike CL B (NKE) | 0.7 | $2.0M | NEW | 48k | 41.05 |
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| Colgate-Palmolive Company (CL) | 0.6 | $1.8M | 19k | 91.68 |
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| Lowe's Companies (LOW) | 0.6 | $1.7M | 7.8k | 220.49 |
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| Cnx Resources Corporation (CNX) | 0.6 | $1.7M | 49k | 33.93 |
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| Fiserv (FISV) | 0.6 | $1.6M | -4% | 33k | 49.05 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.6M | 14k | 113.26 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $1.5M | -27% | 62k | 24.55 |
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| International Flavors & Fragrances (IFF) | 0.5 | $1.5M | NEW | 19k | 79.22 |
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| Walt Disney Company (DIS) | 0.5 | $1.5M | -5% | 15k | 96.25 |
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| Abbott Laboratories (ABT) | 0.5 | $1.4M | +398% | 15k | 90.74 |
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| Canadian Natural Resources (CNQ) | 0.5 | $1.4M | +3% | 35k | 39.50 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $1.3M | 23k | 57.84 |
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| Kimberly-Clark Corporation (KMB) | 0.5 | $1.3M | -19% | 12k | 109.77 |
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| Bank of America Corporation (BAC) | 0.5 | $1.3M | 23k | 56.98 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.5 | $1.3M | 6.9k | 188.34 |
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| Cleveland-cliffs (CLF) | 0.4 | $1.3M | -4% | 138k | 9.39 |
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| Mosaic (MOS) | 0.4 | $1.3M | +112% | 61k | 21.19 |
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| Baxter International (BAX) | 0.4 | $1.3M | +12% | 60k | 21.32 |
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| Pfizer (PFE) | 0.4 | $1.3M | -9% | 52k | 24.08 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.3M | -3% | 5.8k | 217.95 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $1.2M | -7% | 2.4k | 501.36 |
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| Coca-Cola Company (KO) | 0.4 | $1.1M | 14k | 81.27 |
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| CF Industries Holdings (CF) | 0.4 | $1.1M | 10k | 108.26 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.1M | 13k | 82.64 |
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| TJX Companies (TJX) | 0.4 | $1.1M | 7.0k | 151.50 |
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| Automatic Data Processing (ADP) | 0.4 | $1.0M | NEW | 4.7k | 223.95 |
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| Mid-America Apartment (MAA) | 0.3 | $1.0M | 7.2k | 138.94 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.3 | $998k | 23k | 44.36 |
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| Rayonier (RYN) | 0.3 | $932k | NEW | 44k | 21.28 |
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| Abbvie (ABBV) | 0.3 | $904k | 3.6k | 251.64 |
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| Applied Materials (AMAT) | 0.3 | $852k | -14% | 1.2k | 723.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $852k | -23% | 2.4k | 357.37 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $819k | 2.5k | 327.41 |
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| Home Depot (HD) | 0.3 | $811k | 2.3k | 352.68 |
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| Marsh & McLennan Companies (MRSH) | 0.3 | $774k | 4.6k | 166.67 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $749k | 1.00 | 748850.00 |
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| W.R. Berkley Corporation (WRB) | 0.3 | $738k | 11k | 70.53 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $710k | 4.5k | 155.98 |
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| Columbia Sportswear Company (COLM) | 0.2 | $690k | 11k | 61.82 |
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| General Mills (GIS) | 0.2 | $645k | -14% | 19k | 34.80 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $635k | +477% | 7.4k | 86.15 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $599k | -35% | 7.2k | 83.75 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $588k | 4.3k | 136.72 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $573k | -5% | 2.9k | 197.66 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $525k | 1.0k | 509.46 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $523k | NEW | 2.6k | 205.02 |
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| Thor Industries (THO) | 0.2 | $523k | -36% | 7.0k | 75.16 |
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| Weyerhaeuser Com New (WY) | 0.2 | $481k | 20k | 23.94 |
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| Trane Technologies SHS (TT) | 0.2 | $476k | -26% | 969.00 | 491.16 |
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| United Rentals (URI) | 0.2 | $476k | 420.00 | 1132.89 |
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| OraSure Technologies (OSUR) | 0.2 | $474k | -8% | 106k | 4.46 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $468k | 6.7k | 69.91 |
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| Verizon Communications (VZ) | 0.2 | $458k | -3% | 11k | 42.34 |
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| Toro Company (TTC) | 0.2 | $456k | 4.7k | 97.42 |
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| Winmark Corporation (WINA) | 0.1 | $398k | 940.00 | 423.08 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.1 | $392k | -31% | 24k | 16.35 |
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| Nice Sponsored Adr (NICE) | 0.1 | $392k | -43% | 4.3k | 90.85 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $378k | +4% | 4.0k | 93.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $369k | -5% | 1.6k | 236.62 |
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| Transocean Registered Shs (RIG) | 0.1 | $361k | -2% | 74k | 4.89 |
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| Enbridge (ENB) | 0.1 | $357k | 6.6k | 54.21 |
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| Range Resources (RRC) | 0.1 | $356k | 9.6k | 37.19 |
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| Royal Gold (RGLD) | 0.1 | $352k | +21% | 1.8k | 199.61 |
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| Kopin Corporation (KOPN) | 0.1 | $335k | -44% | 75k | 4.48 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $330k | 6.8k | 48.57 |
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| Simon Property (SPG) | 0.1 | $328k | 1.5k | 223.65 |
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| Costco Wholesale Corporation (COST) | 0.1 | $305k | 326.00 | 935.47 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $293k | NEW | 3.2k | 91.21 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $293k | 392.00 | 746.77 |
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| Phillips 66 (PSX) | 0.1 | $279k | 1.7k | 169.05 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $275k | -4% | 576.00 | 477.57 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $271k | 4.9k | 55.01 |
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| Moderna (MRNA) | 0.1 | $268k | NEW | 3.8k | 70.03 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $265k | -32% | 1.1k | 242.99 |
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| I-80 Gold Corp (IAUX) | 0.1 | $252k | -11% | 175k | 1.44 |
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| LKQ Corporation (LKQ) | 0.1 | $247k | -4% | 9.4k | 26.33 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $230k | -73% | 530.00 | 433.33 |
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| Armada Hoffler Pptys (AHRT) | 0.1 | $224k | +57% | 32k | 7.08 |
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| Principal Financial (PFG) | 0.1 | $219k | NEW | 2.0k | 107.83 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $215k | NEW | 1.4k | 158.08 |
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| Us Bancorp Com New (USB) | 0.1 | $214k | NEW | 3.5k | 60.40 |
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| EOG Resources (EOG) | 0.1 | $206k | -3% | 1.6k | 129.73 |
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| Lee Enterprises (LEE) | 0.0 | $92k | -9% | 10k | 8.96 |
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| Osisko Development Corp Com New (ODV) | 0.0 | $39k | NEW | 16k | 2.46 |
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| Advanced Emissions (ARQ) | 0.0 | $26k | -13% | 10k | 2.55 |
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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 2026 Q2 filed July 21, 2026
- Murphy Pohlad Asset Management 2026 Q1 filed April 14, 2026
- 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