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