Murphy Pohlad Asset Management LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $240 Million distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $8.65M, Travelers Companies, Inc. with a value of $8.2M, Conocophillips with a value of $6.57M, Medtronic PLC with a value of $6.15M, and Procter & Gamble CO with a value of $5.89M.
Examining the 13F form we can see an increase of $8.62M in the current position value, from $231M to 240M.
Below you can find more details about Murphy Pohlad Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$240 Million
Financial Services: $43.5 Million
Industrials: $36.1 Million
Energy: $29.7 Million
Consumer Defensive: $27.6 Million
Healthcare: $22 Million
Basic Materials: $21.5 Million
Technology: $20.3 Million
Consumer Cyclical: $15.7 Million
Other: $23.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions