Murphy Pohlad Asset Management LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $231 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 $9.09M, Berkshire Hathaway Inc Class B with a value of $8.42M, Conocophillips with a value of $6.2M, Procter & Gamble CO with a value of $5.71M, and Medtronic PLC with a value of $5.32M.
Examining the 13F form we can see an decrease of $8.59M in the current position value, from $240M to 231M.
Below you can find more details about Murphy Pohlad Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$231 Million
Financial Services: $45 Million
Industrials: $33.6 Million
Energy: $28.6 Million
Consumer Defensive: $28.2 Million
Technology: $19.8 Million
Basic Materials: $19.4 Million
Healthcare: $19.2 Million
Consumer Cyclical: $14.7 Million
Other: $23 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
