Murphy Pohlad Asset Management LLC Portfolio Holdings

Murphy Pohlad Asset Management LLC

  • $235 Million
  • Q1 2025

Murphy Pohlad Asset Management LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $235 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Travelers Companies, Inc. with a value of $9.74M, Berkshire Hathaway Inc Class B with a value of $9.74M, Conocophillips with a value of $6.65M, Agnico Eagle Mines LTD with a value of $6.37M, and Medtronic PLC with a value of $5.97M.

Examining the 13F form we can see an increase of $3.02M in the current position value, from $231M to 235M.

Below you can find more details about Murphy Pohlad Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $235 Million
Financial Services: $47.6 Million
Industrials: $31.3 Million
Energy: $30.1 Million
Consumer Defensive: $27.7 Million
Basic Materials: $22.8 Million
Healthcare: $22.1 Million
Technology: $20 Million
Consumer Cyclical: $11.3 Million
Other: $21.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.5B
$9.74 Million 4.15% of portfolio
36,825
Q1 2025 Reduced 2.39%
$648B
$9.74 Million 4.15% of portfolio
18,280
Q1 2025 Reduced 1.61%
$109B
$6.65 Million 2.84% of portfolio
63,333
Q1 2025 Added 1.28%
$55.5B
$6.37 Million 2.72% of portfolio
58,777
Q1 2025 Reduced 0.34%
$116B
$5.97 Million 2.54% of portfolio
66,404
Q1 2025 Reduced 0.23%
$386B
$5.77 Million 2.46% of portfolio
33,885
Q1 2025 Reduced 0.44%
$51.2B
$5.24 Million 2.23% of portfolio
83,267
Q1 2025 Reduced 0.21%
$151B
$4.79 Million 2.04% of portfolio
129,790
Q1 2025 Added 2.25%
$136B
$4.61 Million 1.96% of portfolio
19,508
Q1 2025 Reduced 0.26%
$65B
$4.56 Million 1.95% of portfolio
52,487
Q1 2025 Added 0.43%
$3.49T
$4.43 Million 1.89% of portfolio
11,795
Q1 2025 Reduced 2.64%
$46.9B
$4.32 Million 1.84% of portfolio
103,434
Q1 2025 Added 7.38%
$70.7B
$4.31 Million 1.84% of portfolio
39,157
Q1 2025 Added 42.79%
$10.6B
$4.27 Million 1.82% of portfolio
159,650
Q1 2025 Added 0.31%
$268B
$4.28 Million 1.82% of portfolio
25,579
Q1 2025 Added 0.47%
$34B
$4.18 Million 1.78% of portfolio
12,370
Q1 2025 Reduced 1.12%
$265B
$3.92 Million 1.67% of portfolio
63,508
Q1 2025 Reduced 1.31%
$20.6B
$3.71 Million 1.58% of portfolio
99,142
Q1 2025 Added 4.39%
$3.22T
$3.7 Million 1.58% of portfolio
16,639
Q1 2025 Reduced 2.01%
$9.13B
$3.69 Million 1.57% of portfolio
41,685
Q1 2025 Reduced 0.24%
$45.7B
$3.64 Million 1.55% of portfolio
25,559
Q4 2024 Added 12.98%
$75.3B
$3.57 Million 1.52% of portfolio
13,112
Q1 2025 Reduced 9.13%
$82.1B
$3.53 Million 1.51% of portfolio
155,554
Q1 2025 Reduced 1.22%
$71.6B
$3.43 Million 1.46% of portfolio
40,945
Q1 2025 Reduced 2.99%
$13B
$3.4 Million 1.45% of portfolio
159,987
Q4 2024 Reduced 10.05%
$30.2B
$3.29 Million 1.4% of portfolio
623,399
Q1 2025 Reduced 0.19%
$148B
$3.25 Million 1.39% of portfolio
45,844
Q1 2025 Reduced 5.11%
$6.17B
$3.18 Million 1.36% of portfolio
65,140
Q1 2025 Reduced 3.37%
$130B
$3.14 Million 1.34% of portfolio
123,965
Q1 2025 Added 7.59%
$181B
$3.03 Million 1.29% of portfolio
20,233
Q1 2025 Added 12.62%
$43B
$2.98 Million 1.27% of portfolio
28,590
Q1 2025 Reduced 0.17%
$32.5B
$2.92 Million 1.25% of portfolio
58,799
Q1 2025 Added 9.63%
$26B
$2.9 Million 1.24% of portfolio
70,480
Q4 2024 Reduced 2.81%
$3.74B
$2.83 Million 1.21% of portfolio
69,496
Q1 2025 Reduced 15.6%
$70.6B
$2.78 Million 1.19% of portfolio
15,824
Q1 2025 Reduced 1.86%
$1.03T
$2.61 Million 1.11% of portfolio
16,709
Q1 2025 Reduced 5.16%
$57.2B
$2.53 Million 1.08% of portfolio
10,675
Q3 2024 Reduced 1.39%
$4.89B
$2.46 Million 1.05% of portfolio
158,429
Q4 2024 Added 15.93%
$45.6B
$2.35 Million 1.0% of portfolio
7,490
Q1 2025 Reduced 0.33%
$402B
$2.29 Million 0.98% of portfolio
13,794
Q2 2024 Reduced 16.53%
$15.6B
$2.28 Million 0.97% of portfolio
34,575
Q1 2025 Added 1.92%
$197B
$2.28 Million 0.97% of portfolio
25,408
Q1 2025 Added 0.79%
$14.1B
$2.25 Million 0.96% of portfolio
216,090
Q1 2025 Added 8.87%
$5.97B
$2.11 Million 0.9% of portfolio
100,148
Q1 2025 Added 1.73%
$3.37B
$2.12 Million 0.9% of portfolio
123,560
Q1 2025 Added 5.19%
$75.6B
$1.97 Million 0.84% of portfolio
7,935
Q1 2025 Added 3.93%
$277B
$1.9 Million 0.81% of portfolio
3,634
Q1 2025 Reduced 7.25%
$141B
$1.82 Million 0.78% of portfolio
7,807
Q1 2025 Reduced 0.64%
$75.2B
$1.81 Million 0.77% of portfolio
19,369
Q3 2024 Reduced 13.72%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $235 Million
  • Prior Value $231 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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