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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.3B
$1.75 Million 0.75% of portfolio
19,269
Q2 2025 Reduced 0.52%
$167B
$1.73 Million 0.74% of portfolio
7,807
Q1 2025 Reduced 0.64%
$10.4B
$1.74 Million 0.74% of portfolio
20,321
Q2 2025 Added 2.19%
$29.9B
$1.54 Million 0.66% of portfolio
29,782
Q1 2025 Reduced 0.29%
$278B
$1.53 Million 0.65% of portfolio
15,687
Q2 2025 Reduced 1.94%
$404B
$1.5 Million 0.64% of portfolio
31,792
Q2 2025 Reduced 5.32%
$325B
$1.38 Million 0.59% of portfolio
4,425
Q2 2025 Added 21.77%
$85.8B
$1.34 Million 0.57% of portfolio
19,810
Q3 2024 Reduced 1.2%
$5.68B
$1.26 Million 0.54% of portfolio
166,090
Q2 2025 Reduced 3.12%
$11.1B
$1.21 Million 0.52% of portfolio
33,275
Q2 2025 Added 1.84%
$8.39B
$1.12 Million 0.48% of portfolio
8,245
Q1 2025 Reduced 3.51%
$307B
$1.11 Million 0.47% of portfolio
13,863
Q2 2025 Reduced 20.57%
$6.01B
$1.09 Million 0.46% of portfolio
12,252
Q3 2024 Reduced 0.71%
$189B
$1.03 Million 0.44% of portfolio
2,542
Q2 2025 New
$100B
$1.02 Million 0.43% of portfolio
4,645
Q1 2025 Reduced 1.8%
$293B
$981,000 0.42% of portfolio
13,871
Q3 2024 Reduced 1.29%
$160B
$902,000 0.38% of portfolio
14,750
Q3 2024 Reduced 2.2%
$24.7B
$866,000 0.37% of portfolio
3,715
Q1 2024 Reduced 6.54%
$163B
$875,000 0.37% of portfolio
7,088
Q4 2023 Added 1.26%
$425B
$842,000 0.36% of portfolio
2,298
Q1 2025 Added 4.55%
$59.7B
$829,000 0.35% of portfolio
1,580
Q2 2025 Reduced 1.25%
$874B
$811,000 0.35% of portfolio
2,800
Q1 2025 Added 14.75%
$16.9B
$800,000 0.34% of portfolio
8,700
Q2 2025 Added 3.57%
$0
$806,000 0.34% of portfolio
22,504
Q2 2021 New
$17.6B
$768,000 0.33% of portfolio
14,150
Q2 2025 Reduced 31.48%
$19.2B
$775,000 0.33% of portfolio
10,562
Q2 2025 Reduced 18.7%
$426B
$744,000 0.32% of portfolio
4,714
Q2 2025 Reduced 21.17%
$443B
$728,000 0.31% of portfolio
1
Q2 2021 Reduced 99.0%
$372B
$714,000 0.3% of portfolio
3,849
Q1 2025 Added 143.45%
$15.6B
$652,000 0.28% of portfolio
6,800
Q2 2025 Reduced 2.16%
$42B
$659,000 0.28% of portfolio
15,700
Q2 2025 Reduced 30.22%
$0
$634,000 0.27% of portfolio
3,591
Q1 2025 Added 5.59%
$1.43T
$622,000 0.27% of portfolio
3,532
Q2 2025 Added 0.26%
$1.27B
$606,000 0.26% of portfolio
69,600
Q2 2025 Added 10.48%
$94.9B
$590,000 0.25% of portfolio
1,350
Q4 2024 Reduced 45.67%
$0
$493,000 0.21% of portfolio
7,341
Q1 2025 Added 15.13%
$183B
$485,000 0.21% of portfolio
11,229
Q4 2024 Reduced 5.36%
$461B
$489,000 0.21% of portfolio
4,537
Q1 2025 Added 3.14%
$18.7B
$462,000 0.2% of portfolio
17,990
Q1 2024 Reduced 7.05%
$231B
$442,000 0.19% of portfolio
3,254
Q2 2025 Added 0.77%
$120B
$425,000 0.18% of portfolio
919
Q2 2025 Reduced 1.61%
$10.4B
$384,000 0.16% of portfolio
11,480
Q3 2024 Reduced 17.91%
$8.48B
$380,000 0.16% of portfolio
5,382
Q2 2025 Reduced 29.73%
$1.63B
$354,000 0.15% of portfolio
940
Q4 2024 Reduced 6.0%
$0
$361,000 0.15% of portfolio
6,693
Q2 2025 Reduced 50.03%
$59.8B
$327,000 0.14% of portfolio
3,247
Q4 2024 Added 9.99%
$433B
$322,000 0.14% of portfolio
326
Q2 2024 Reduced 70.26%
$65.5B
$316,000 0.13% of portfolio
420
Q2 2024 Reduced 16.0%
$2.37B
$300,000 0.13% of portfolio
116,000
Q2 2025 Added 9.02%

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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