Murphy Pohlad Asset Management LLC Portfolio Holdings

Murphy Pohlad Asset Management LLC

  • $235 Million
  • Q2 2025

Murphy Pohlad Asset Management LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Travelers Companies, Inc. with a value of $8.75M, Berkshire Hathaway Inc Class B with a value of $8.44M, Agnico Eagle Mines LTD with a value of $6.6M, Corteva, Inc. with a value of $6.06M, and Conocophillips with a value of $5.96M.

Examining the 13F form we can see an increase of $109K in the current position value, from $235M 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: $44.6 Million
Industrials: $32.5 Million
Energy: $29.5 Million
Consumer Defensive: $27.1 Million
Basic Materials: $23.6 Million
Technology: $21.9 Million
Healthcare: $21 Million
Consumer Cyclical: $13.5 Million
Other: $20.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.9B
$8.75 Million 3.73% of portfolio
32,695
Q2 2025 Reduced 11.22%
$621B
$8.44 Million 3.6% of portfolio
17,377
Q2 2025 Reduced 4.94%
$61.6B
$6.6 Million 2.81% of portfolio
55,487
Q2 2025 Reduced 5.6%
$51B
$6.06 Million 2.58% of portfolio
81,267
Q2 2025 Reduced 2.4%
$120B
$5.96 Million 2.54% of portfolio
66,399
Q2 2025 Added 4.84%
$3.95T
$5.82 Million 2.48% of portfolio
11,695
Q2 2025 Reduced 0.85%
$122B
$5.82 Million 2.48% of portfolio
66,744
Q2 2025 Added 0.51%
$368B
$5.32 Million 2.27% of portfolio
33,385
Q2 2025 Reduced 1.48%
$33.9B
$5.21 Million 2.22% of portfolio
70,230
Q2 2025 Reduced 0.35%
$78.6B
$4.83 Million 2.06% of portfolio
36,240
Q2 2025 Reduced 0.82%
$10.1B
$4.66 Million 1.99% of portfolio
41,685
Q1 2025 Reduced 0.24%
$59.7B
$4.47 Million 1.91% of portfolio
52,252
Q2 2025 Reduced 0.45%
$135B
$4.49 Million 1.91% of portfolio
19,508
Q1 2025 Reduced 0.26%
$293B
$4.39 Million 1.87% of portfolio
63,308
Q2 2025 Reduced 0.31%
$10.2B
$4.22 Million 1.8% of portfolio
158,770
Q2 2025 Reduced 0.55%
$141B
$4.15 Million 1.77% of portfolio
116,415
Q2 2025 Reduced 10.31%
$86.2B
$3.82 Million 1.63% of portfolio
13,112
Q1 2025 Reduced 9.13%
$83.7B
$3.69 Million 1.57% of portfolio
40,545
Q2 2025 Reduced 0.98%
$36.2B
$3.68 Million 1.57% of portfolio
12,020
Q2 2025 Reduced 2.83%
$46.7B
$3.65 Million 1.56% of portfolio
108,069
Q2 2025 Added 4.48%
$302B
$3.66 Million 1.56% of portfolio
25,529
Q2 2025 Reduced 0.2%
$30.2B
$3.44 Million 1.47% of portfolio
59,035
Q2 2025 Added 0.4%
$4.74B
$3.42 Million 1.46% of portfolio
291,349
Q2 2025 Added 83.9%
$6.95B
$3.43 Million 1.46% of portfolio
65,590
Q2 2025 Added 0.69%
$3.69T
$3.4 Million 1.45% of portfolio
16,569
Q2 2025 Reduced 0.42%
$89.6B
$3.4 Million 1.45% of portfolio
151,679
Q2 2025 Reduced 2.49%
$13.1B
$3.36 Million 1.43% of portfolio
159,987
Q4 2024 Reduced 10.05%
$21.8B
$3.28 Million 1.4% of portfolio
103,067
Q2 2025 Added 3.96%
$45.1B
$3.3 Million 1.4% of portfolio
25,559
Q4 2024 Added 12.98%
$185B
$3.29 Million 1.4% of portfolio
38,679
Q2 2025 Reduced 15.63%
$23.2B
$3.15 Million 1.34% of portfolio
608,199
Q2 2025 Reduced 2.44%
$21.2B
$3.06 Million 1.31% of portfolio
37,905
Q2 2025 Added 9.63%
$4.65B
$3 Million 1.28% of portfolio
67,696
Q2 2025 Reduced 2.59%
$1.24T
$2.95 Million 1.26% of portfolio
16,634
Q2 2025 Reduced 0.45%
$138B
$2.83 Million 1.21% of portfolio
116,895
Q2 2025 Reduced 5.7%
$202B
$2.83 Million 1.21% of portfolio
21,418
Q2 2025 Added 5.86%
$48.9B
$2.79 Million 1.19% of portfolio
28,330
Q2 2025 Reduced 0.91%
$64.4B
$2.73 Million 1.16% of portfolio
10,675
Q3 2024 Reduced 1.39%
$56.3B
$2.45 Million 1.05% of portfolio
7,490
Q1 2025 Reduced 0.33%
$6.66B
$2.42 Million 1.03% of portfolio
132,433
Q2 2025 Added 32.24%
$77.3B
$2.42 Million 1.03% of portfolio
12,999
Q2 2025 Reduced 17.85%
$14.1B
$2.23 Million 0.95% of portfolio
214,090
Q2 2025 Reduced 0.93%
$452B
$2.11 Million 0.9% of portfolio
13,794
Q2 2024 Reduced 16.53%
$207B
$2.02 Million 0.86% of portfolio
16,309
Q3 2024 Reduced 0.76%
$3.74B
$2 Million 0.85% of portfolio
123,860
Q2 2025 Added 0.24%
$80B
$1.96 Million 0.84% of portfolio
7,935
Q1 2025 Added 3.93%
$38.3B
$1.97 Million 0.84% of portfolio
11,705
Q3 2024 Reduced 4.72%
$5.21B
$1.82 Million 0.78% of portfolio
54,175
Q4 2024 Reduced 10.16%
$203B
$1.78 Million 0.76% of portfolio
22,528
Q2 2025 Reduced 11.34%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $235 Million
  • Prior Value $235 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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