Murphy Pohlad Asset Management LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $251 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Agnico Eagle Mines LTD with a value of $9.25M, Travelers Companies, Inc. with a value of $9.13M, Berkshire Hathaway Inc Class B with a value of $8.54M, Medtronic PLC with a value of $6.39M, and Conocophillips with a value of $6.35M.
Examining the 13F form we can see an increase of $16.6M in the current position value, from $235M to 251M.
Below you can find more details about Murphy Pohlad Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$251 Million
Financial Services: $47 Million
Industrials: $33.1 Million
Energy: $32.7 Million
Basic Materials: $27.3 Million
Consumer Defensive: $26.5 Million
Technology: $24.3 Million
Healthcare: $21.9 Million
Consumer Cyclical: $15.7 Million
Other: $22.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
