Murphy Pohlad Asset Management LLC Portfolio Holdings

Murphy Pohlad Asset Management LLC

  • $251 Million
  • Q3 2025

Murphy Pohlad Asset Management LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $251 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Agnico Eagle Mines LTD with a value of $9.25M, Travelers Companies, Inc. with a value of $9.13M, Berkshire Hathaway Inc Class B with a value of $8.54M, Medtronic PLC with a value of $6.39M, and Conocophillips with a value of $6.35M.

Examining the 13F form we can see an increase of $16.6M in the current position value, from $235M to 251M.

Below you can find more details about Murphy Pohlad Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $251 Million
Financial Services: $47 Million
Industrials: $33.1 Million
Energy: $32.7 Million
Basic Materials: $27.3 Million
Consumer Defensive: $26.5 Million
Technology: $24.3 Million
Healthcare: $21.9 Million
Consumer Cyclical: $15.7 Million
Other: $22.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.5B
$9.25 Million 3.68% of portfolio
54,889
Q3 2025 Reduced 1.08%
$67.3B
$9.13 Million 3.63% of portfolio
32,685
Q3 2025 Reduced 0.03%
$662B
$8.54 Million 3.4% of portfolio
16,992
Q3 2025 Reduced 2.22%
$128B
$6.39 Million 2.54% of portfolio
67,094
Q3 2025 Added 0.52%
$113B
$6.35 Million 2.53% of portfolio
67,159
Q3 2025 Added 1.14%
$3.78T
$6.01 Million 2.39% of portfolio
11,600
Q3 2025 Reduced 0.81%
$36.7B
$5.75 Million 2.29% of portfolio
68,560
Q3 2025 Reduced 2.38%
$13.1B
$5.53 Million 2.2% of portfolio
158,740
Q3 2025 Reduced 0.02%
$47.4B
$5.43 Million 2.16% of portfolio
80,317
Q3 2025 Reduced 1.17%
$346B
$5.13 Million 2.04% of portfolio
33,385
Q2 2025 Reduced 1.48%
$10.5B
$5.09 Million 2.02% of portfolio
41,185
Q3 2025 Reduced 1.2%
$143B
$5.08 Million 2.02% of portfolio
151,479
Q3 2025 Reduced 0.13%
$75.4B
$4.75 Million 1.89% of portfolio
36,240
Q2 2025 Reduced 0.82%
$136B
$4.6 Million 1.83% of portfolio
19,468
Q3 2025 Reduced 0.21%
$94.5B
$4.47 Million 1.78% of portfolio
13,112
Q1 2025 Reduced 9.13%
$319B
$4.33 Million 1.72% of portfolio
63,308
Q2 2025 Reduced 0.31%
$34.9B
$4.15 Million 1.65% of portfolio
12,020
Q2 2025 Reduced 2.83%
$4.3T
$4.13 Million 1.64% of portfolio
16,214
Q3 2025 Reduced 2.14%
$59.1B
$4.1 Million 1.63% of portfolio
52,152
Q3 2025 Reduced 0.19%
$5.82B
$4.05 Million 1.61% of portfolio
280,439
Q3 2025 Reduced 3.74%
$23.5B
$3.97 Million 1.58% of portfolio
113,242
Q3 2025 Added 9.87%
$68.7B
$3.97 Million 1.58% of portfolio
47,502
Q3 2025 Added 15.51%
$303B
$3.96 Million 1.58% of portfolio
25,529
Q2 2025 Reduced 0.2%
$1.74T
$3.89 Million 1.55% of portfolio
15,989
Q3 2025 Reduced 3.88%
$52.4B
$3.87 Million 1.54% of portfolio
112,479
Q3 2025 Added 4.08%
$190B
$3.76 Million 1.5% of portfolio
37,069
Q3 2025 Reduced 4.16%
$12.6B
$3.61 Million 1.44% of portfolio
165,312
Q3 2025 Added 3.33%
$4.38B
$3.51 Million 1.4% of portfolio
67,596
Q3 2025 Reduced 0.15%
$8.78B
$3.46 Million 1.38% of portfolio
65,040
Q3 2025 Reduced 0.84%
$32B
$3.37 Million 1.34% of portfolio
57,425
Q3 2025 Reduced 2.73%
$19.9B
$3.34 Million 1.33% of portfolio
37,905
Q2 2025 Added 9.63%
$8.09B
$3.25 Million 1.29% of portfolio
133,933
Q3 2025 Added 1.13%
$35.1B
$3.21 Million 1.28% of portfolio
25,834
Q3 2025 Added 1.08%
$65.7B
$3.15 Million 1.26% of portfolio
10,500
Q3 2025 Reduced 1.64%
$120B
$3.17 Million 1.26% of portfolio
100,900
Q3 2025 Reduced 13.33%
$204B
$3.13 Million 1.25% of portfolio
22,298
Q3 2025 Added 4.11%
$65.2B
$3.13 Million 1.25% of portfolio
7,415
Q3 2025 Reduced 1.0%
$522B
$2.56 Million 1.02% of portfolio
13,794
Q2 2024 Reduced 16.53%
$41.4B
$2.53 Million 1.01% of portfolio
28,255
Q3 2025 Reduced 0.26%
$74.3B
$2.47 Million 0.98% of portfolio
12,294
Q3 2025 Reduced 5.42%
$3.7B
$2.32 Million 0.92% of portfolio
127,560
Q3 2025 Added 2.99%
$141B
$2.1 Million 0.84% of portfolio
82,436
Q3 2025 Reduced 29.48%
$74.9B
$2.07 Million 0.82% of portfolio
7,935
Q1 2025 Added 3.93%
$140B
$1.96 Million 0.78% of portfolio
7,807
Q1 2025 Reduced 0.64%
$74.3B
$1.93 Million 0.77% of portfolio
3,433
Q3 2025 Added 117.28%
$193B
$1.87 Million 0.74% of portfolio
16,309
Q3 2024 Reduced 0.76%
$53.8B
$1.84 Million 0.73% of portfolio
11,705
Q3 2024 Reduced 4.72%
$10.4B
$1.83 Million 0.73% of portfolio
21,351
Q3 2025 Added 5.07%
$5.53B
$1.82 Million 0.72% of portfolio
149,060
Q3 2025 Reduced 10.25%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $251 Million
  • Prior Value $235 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
Track This Portfolio

Track Murphy Pohlad Asset Management LLC Portfolio

Follow Murphy Pohlad Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Murphy Pohlad Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Murphy Pohlad Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email