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, COP, BRK.B, AGI, and represent 15.19% of Murphy Pohlad Asset Management's stock portfolio.
- Added to shares of these 10 stocks: VSNT, IQV, CNQ, VUG, FI, RRC, BAX, VTV, GLW, SII.
- Started 12 new stock positions in TSM, TDW, VSNT, VUG, VEA, RRC, EOG, CNQ, SII, LEE. GLW, IQV.
- Reduced shares in these 10 stocks: CCJ, AEM, INTC, KMB, CELC, BAC, CI, PG, LPTH, SKE.
- Sold out of its positions in CI, SKE, Amcor.
- Murphy Pohlad Asset Management was a net buyer of stock by $5.3M.
- Murphy Pohlad Asset Management has $279M in assets under management (AUM), dropping by 7.12%.
- Central Index Key (CIK): 0001569148
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Portfolio Holdings for Murphy Pohlad Asset Management
Murphy Pohlad Asset Management holds 134 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Agnico (AEM) | 3.3 | $9.3M | -7% | 46k | 202.98 |
|
| Travelers Companies (TRV) | 3.3 | $9.3M | -2% | 32k | 291.68 |
|
| ConocoPhillips (COP) | 3.2 | $9.0M | 68k | 132.00 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $8.1M | 17k | 479.20 |
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| Alamos Gold Com Cl A (AGI) | 2.4 | $6.6M | 149k | 44.43 |
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| SLB Com Stk (SLB) | 2.3 | $6.5M | 127k | 51.39 |
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| Cameco Corporation (CCJ) | 2.3 | $6.3M | -10% | 58k | 108.61 |
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| Corteva (CTVA) | 2.2 | $6.3M | 75k | 83.71 |
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| Apa Corporation (APA) | 2.1 | $6.0M | +2% | 141k | 42.44 |
|
| Devon Energy Corporation (DVN) | 2.1 | $5.8M | 115k | 50.32 |
|
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| Medtronic SHS (MDT) | 2.1 | $5.7M | 66k | 86.65 |
|
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| Intel Corporation (INTC) | 2.0 | $5.7M | -9% | 129k | 44.13 |
|
| Chevron Corporation (CVX) | 1.9 | $5.3M | 26k | 206.90 |
|
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| Union Pacific Corporation (UNP) | 1.8 | $5.1M | 21k | 242.62 |
|
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| Cisco Systems (CSCO) | 1.8 | $4.9M | 63k | 77.59 |
|
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| V.F. Corporation (VFC) | 1.7 | $4.7M | 277k | 16.99 |
|
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| Emerson Electric (EMR) | 1.7 | $4.7M | 36k | 131.02 |
|
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| Procter & Gamble Company (PG) | 1.7 | $4.6M | -4% | 32k | 144.44 |
|
| Flowserve Corporation (FLS) | 1.6 | $4.6M | 62k | 73.51 |
|
|
| United Parcel Svcs CL B (UPS) | 1.6 | $4.5M | -2% | 46k | 98.38 |
|
| General Dynamics Corporation (GD) | 1.6 | $4.5M | 13k | 343.22 |
|
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| Nutrien (NTR) | 1.6 | $4.5M | 59k | 75.46 |
|
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| Bank of New York Mellon Corporation (BK) | 1.6 | $4.4M | -3% | 38k | 118.63 |
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| Autoliv (ALV) | 1.5 | $4.3M | 41k | 105.16 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $4.3M | -3% | 15k | 286.86 |
|
| Microsoft Corporation (MSFT) | 1.5 | $4.2M | 11k | 370.17 |
|
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| Citigroup Com New (C) | 1.5 | $4.1M | 36k | 113.41 |
|
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| Cummins (CMI) | 1.4 | $4.0M | 7.5k | 538.02 |
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| American Intl Group Com New (AIG) | 1.4 | $4.0M | 53k | 75.25 |
|
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| Apple (AAPL) | 1.4 | $3.9M | 16k | 253.79 |
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| Kimco Realty Corporation (KIM) | 1.4 | $3.9M | 172k | 22.47 |
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| Federated Hermes CL B (FHI) | 1.4 | $3.8M | 67k | 56.71 |
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| Pepsi (PEP) | 1.3 | $3.6M | 23k | 155.29 |
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| Amrize SHS (AMRZ) | 1.2 | $3.3M | +4% | 60k | 56.02 |
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| Versant Media Group Com Cl A (VSNT) | 1.2 | $3.3M | NEW | 90k | 37.02 |
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| Johnson & Johnson (JNJ) | 1.2 | $3.3M | 14k | 244.45 |
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| Target Corporation (TGT) | 1.2 | $3.3M | 27k | 121.20 |
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| Willis Towers Watson SHS (WTW) | 1.1 | $3.1M | 11k | 290.70 |
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| Norfolk Southern (NSC) | 1.1 | $3.0M | 10k | 287.00 |
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| Lauder Estee Cos Cl A (EL) | 1.0 | $2.7M | 38k | 71.77 |
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| Regeneron Pharmaceuticals (REGN) | 1.0 | $2.7M | 3.5k | 772.64 |
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| Chesapeake Energy Corp (EXE) | 0.9 | $2.6M | 24k | 109.78 |
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| PNC Financial Services (PNC) | 0.9 | $2.5M | 12k | 208.09 |
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| Macerich Company (MAC) | 0.9 | $2.5M | 130k | 18.90 |
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| Cardinal Health (CAH) | 0.9 | $2.5M | 12k | 211.31 |
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| Comcast Corp Cl A (CMCSA) | 0.9 | $2.5M | 86k | 28.71 |
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| Merck & Co (MRK) | 0.7 | $2.0M | 17k | 120.29 |
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| Illinois Tool Works (ITW) | 0.7 | $2.0M | 7.9k | 260.29 |
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| Fiserv (FI) | 0.7 | $1.9M | +40% | 35k | 55.80 |
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| Cnx Resources Corporation (CNX) | 0.7 | $1.9M | 49k | 38.55 |
|
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| Lowe's Companies (LOW) | 0.7 | $1.8M | 7.8k | 236.28 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.8M | -3% | 14k | 124.28 |
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| Iqvia Holdings (IQV) | 0.6 | $1.7M | NEW | 9.7k | 170.54 |
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| Colgate-Palmolive Company (CL) | 0.6 | $1.6M | 19k | 85.23 |
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| Canadian Natural Resources (CNQ) | 0.6 | $1.6M | NEW | 34k | 48.73 |
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| Pfizer (PFE) | 0.6 | $1.6M | -7% | 58k | 28.08 |
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| Walt Disney Company (DIS) | 0.6 | $1.5M | 16k | 96.38 |
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| Kimberly-Clark Corporation (KMB) | 0.5 | $1.5M | -29% | 15k | 96.47 |
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| UnitedHealth (UNH) | 0.5 | $1.4M | -4% | 5.3k | 270.59 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $1.3M | +2% | 23k | 57.64 |
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| CF Industries Holdings (CF) | 0.5 | $1.3M | +14% | 10k | 129.84 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $1.3M | 2.6k | 491.53 |
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| Cleveland-cliffs (CLF) | 0.4 | $1.2M | -2% | 144k | 8.45 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.2M | +42% | 6.0k | 196.20 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.4 | $1.1M | 6.9k | 166.07 |
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| Bank of America Corporation (BAC) | 0.4 | $1.1M | -23% | 23k | 48.75 |
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| TJX Companies (TJX) | 0.4 | $1.1M | 7.0k | 159.70 |
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| Coca-Cola Company (KO) | 0.4 | $1.1M | 14k | 76.05 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.0M | 13k | 79.61 |
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| Ingredion Incorporated (INGR) | 0.3 | $940k | 8.3k | 112.66 |
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| Baxter International (BAX) | 0.3 | $902k | +72% | 54k | 16.80 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $898k | -11% | 3.1k | 287.56 |
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| Mid-America Apartment (MAA) | 0.3 | $882k | +14% | 7.2k | 122.12 |
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| Thor Industries (THO) | 0.3 | $875k | 11k | 79.89 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $875k | 23k | 38.86 |
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| Nice Sponsored Adr (NICE) | 0.3 | $848k | +27% | 7.7k | 110.26 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $837k | +8% | 11k | 75.10 |
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| General Mills (GIS) | 0.3 | $809k | -15% | 22k | 37.22 |
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| Marsh & McLennan Companies | 0.3 | $806k | 4.6k | 173.45 |
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| Abbvie (ABBV) | 0.3 | $790k | -5% | 3.6k | 217.49 |
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| Home Depot (HD) | 0.3 | $756k | 2.3k | 328.89 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $735k | -2% | 2.5k | 294.16 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $729k | -3% | 4.3k | 169.66 |
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| Mosaic (MOS) | 0.3 | $729k | 29k | 25.50 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $718k | 1.00 | 718140.00 |
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| NVIDIA Corporation (NVDA) | 0.3 | $717k | -12% | 4.1k | 174.40 |
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| W.R. Berkley Corporation (WRB) | 0.2 | $693k | 11k | 66.28 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $623k | 1.0k | 604.39 |
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| Columbia Sportswear Company (COLM) | 0.2 | $612k | 11k | 54.81 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $576k | 4.5k | 126.66 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $569k | +58% | 3.1k | 184.32 |
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| Verizon Communications (VZ) | 0.2 | $565k | +4% | 11k | 50.20 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $557k | NEW | 1.3k | 436.79 |
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| Trane Technologies SHS (TT) | 0.2 | $550k | 1.3k | 416.74 |
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| Transocean Registered Shs (RIG) | 0.2 | $503k | -6% | 76k | 6.63 |
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| Weyerhaeuser Com New (WY) | 0.2 | $491k | +11% | 20k | 24.43 |
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| Applied Materials (AMAT) | 0.2 | $472k | 1.4k | 341.79 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $442k | -20% | 6.8k | 65.00 |
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| Range Resources (RRC) | 0.2 | $439k | NEW | 9.7k | 45.18 |
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| Toro Company (TTC) | 0.2 | $438k | -13% | 4.7k | 93.44 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $421k | -6% | 2.0k | 213.66 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $418k | 6.7k | 62.46 |
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| Winmark Corporation (WINA) | 0.1 | $402k | 940.00 | 427.55 |
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| Royal Gold (RGLD) | 0.1 | $369k | 1.5k | 254.49 |
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| Enbridge (ENB) | 0.1 | $356k | +4% | 6.6k | 54.14 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $356k | +3% | 1.7k | 215.06 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.1 | $353k | -38% | 35k | 10.03 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $353k | +17% | 1.6k | 217.25 |
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| OraSure Technologies (OSUR) | 0.1 | $348k | 116k | 3.00 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $341k | +45% | 3.9k | 88.46 |
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| Costco Wholesale Corporation (COST) | 0.1 | $325k | 326.00 | 996.43 |
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| Corning Incorporated (GLW) | 0.1 | $320k | NEW | 2.4k | 135.97 |
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| Abbott Laboratories (ABT) | 0.1 | $313k | -5% | 3.0k | 102.67 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $313k | +8% | 6.3k | 49.78 |
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| United Rentals (URI) | 0.1 | $306k | 420.00 | 728.56 |
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| Kopin Corporation (KOPN) | 0.1 | $305k | 136k | 2.25 |
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| I-80 Gold Corp (IAUX) | 0.1 | $302k | 199k | 1.52 |
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| Phillips 66 (PSX) | 0.1 | $301k | 1.7k | 182.18 |
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| Broadcom (AVGO) | 0.1 | $300k | 970.00 | 309.51 |
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| LKQ Corporation (LKQ) | 0.1 | $289k | +11% | 9.8k | 29.37 |
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| Simon Property (SPG) | 0.1 | $274k | 1.5k | 186.53 |
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| Sprott Com New (SII) | 0.1 | $257k | NEW | 1.8k | 142.90 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $255k | 392.00 | 650.34 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $238k | 4.9k | 48.46 |
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| EOG Resources (EOG) | 0.1 | $236k | NEW | 1.6k | 144.57 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $232k | NEW | 3.6k | 64.10 |
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| Celcuity (CELC) | 0.1 | $217k | -71% | 1.9k | 114.14 |
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| Tidewater (TDW) | 0.1 | $216k | NEW | 2.6k | 83.55 |
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| Diageo Spon Adr New (DEO) | 0.1 | $214k | -2% | 2.9k | 74.45 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $204k | NEW | 603.00 | 337.95 |
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| Cnh Indl N V SHS (CNH) | 0.1 | $199k | -24% | 18k | 11.00 |
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| Armada Hoffler Pptys (AHH) | 0.0 | $110k | +81% | 20k | 5.50 |
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| Lee Enterprises (LEE) | 0.0 | $98k | NEW | 11k | 8.61 |
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| Advanced Emissions (ARQ) | 0.0 | $30k | 12k | 2.56 |
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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 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
- Murphy Pohlad Asset Management 2022 Q2 filed Aug. 3, 2022