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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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