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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$8.44 Million 3.6% of portfolio
17,377
Q2 2025 Reduced 4.94%
$3.95T
$5.82 Million 2.48% of portfolio
11,695
Q2 2025 Reduced 0.85%
$368B
$5.32 Million 2.27% of portfolio
33,385
Q2 2025 Reduced 1.48%
$293B
$4.39 Million 1.87% of portfolio
63,308
Q2 2025 Reduced 0.31%
$302B
$3.66 Million 1.56% of portfolio
25,529
Q2 2025 Reduced 0.2%
$3.69T
$3.4 Million 1.45% of portfolio
16,569
Q2 2025 Reduced 0.42%
$1.24T
$2.95 Million 1.26% of portfolio
16,634
Q2 2025 Reduced 0.45%
$202B
$2.83 Million 1.21% of portfolio
21,418
Q2 2025 Added 5.86%
$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%
$203B
$1.78 Million 0.76% of portfolio
22,528
Q2 2025 Reduced 11.34%
$281B
$1.53 Million 0.65% of portfolio
15,687
Q2 2025 Reduced 1.94%
$381B
$1.5 Million 0.64% of portfolio
31,792
Q2 2025 Reduced 5.32%
$245B
$1.38 Million 0.59% of portfolio
4,425
Q2 2025 Added 21.77%
$302B
$1.11 Million 0.47% of portfolio
13,863
Q2 2025 Reduced 20.57%
$306B
$981,000 0.42% of portfolio
13,871
Q3 2024 Reduced 1.29%
$859B
$811,000 0.35% of portfolio
2,800
Q1 2025 Added 14.75%
$456B
$744,000 0.32% of portfolio
4,714
Q2 2025 Reduced 21.17%
$423B
$728,000 0.31% of portfolio
1
Q2 2021 Reduced 99.0%
$351B
$714,000 0.3% of portfolio
3,849
Q1 2025 Added 143.45%
$1.21T
$622,000 0.27% of portfolio
3,532
Q2 2025 Added 0.26%
$442B
$489,000 0.21% of portfolio
4,537
Q1 2025 Added 3.14%
$229B
$442,000 0.19% of portfolio
3,254
Q2 2025 Added 0.77%
$439B
$322,000 0.14% of portfolio
326
Q2 2024 Reduced 70.26%

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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