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
$300B
$1.74 Million 0.69% of portfolio
5,025
Q3 2025 Added 13.56%
$413B
$1.62 Million 0.64% of portfolio
31,392
Q3 2025 Reduced 1.26%
$6.64B
$1.6 Million 0.63% of portfolio
49,675
Q3 2025 Reduced 8.31%
$65.7B
$1.54 Million 0.61% of portfolio
19,269
Q2 2025 Reduced 0.52%
$279B
$1.51 Million 0.6% of portfolio
14,687
Q3 2025 Reduced 6.37%
$28.1B
$1.49 Million 0.59% of portfolio
29,482
Q3 2025 Reduced 1.01%
$235B
$1.43 Million 0.57% of portfolio
17,028
Q3 2025 Reduced 24.41%
$37.7B
$1.37 Million 0.54% of portfolio
284,744
Q3 2025 Reduced 53.18%
$5.3B
$1.27 Million 0.51% of portfolio
12,252
Q3 2024 Reduced 0.71%
$222B
$1.25 Million 0.5% of portfolio
2,567
Q3 2025 Added 0.98%
$76.2B
$1.24 Million 0.49% of portfolio
19,810
Q3 2024 Reduced 1.2%
$8.99B
$1.14 Million 0.46% of portfolio
32,975
Q3 2025 Reduced 0.9%
$317B
$1.13 Million 0.45% of portfolio
13,463
Q3 2025 Reduced 2.89%
$170B
$1.02 Million 0.41% of portfolio
7,088
Q4 2023 Added 1.26%
$7.05B
$1.01 Million 0.4% of portfolio
8,245
Q1 2025 Reduced 3.51%
$89.7B
$936,000 0.37% of portfolio
4,645
Q1 2025 Reduced 1.8%
$306B
$919,000 0.37% of portfolio
13,871
Q3 2024 Reduced 1.29%
$27.4B
$911,000 0.36% of portfolio
3,715
Q1 2024 Reduced 6.54%
$18.9B
$900,000 0.36% of portfolio
6,800
Q2 2025 Reduced 2.16%
$414B
$891,000 0.35% of portfolio
3,849
Q1 2025 Added 143.45%
$15.1B
$878,000 0.35% of portfolio
6,285
Q1 2025 Reduced 3.53%
$881B
$883,000 0.35% of portfolio
2,800
Q1 2025 Added 14.75%
$465B
$878,000 0.35% of portfolio
4,710
Q3 2025 Reduced 0.08%
$0
$867,000 0.35% of portfolio
22,504
Q2 2021 New
$150B
$874,000 0.35% of portfolio
14,750
Q3 2024 Reduced 2.2%
$1.65T
$856,000 0.34% of portfolio
3,523
Q3 2025 Reduced 0.25%
$20.5B
$809,000 0.32% of portfolio
10,562
Q2 2025 Reduced 18.7%
$16.9B
$780,000 0.31% of portfolio
8,700
Q2 2025 Added 3.57%
$0
$755,000 0.3% of portfolio
4,051
Q3 2025 Added 12.81%
$79.5B
$757,000 0.3% of portfolio
6,048
Q3 2025 New
$453B
$754,000 0.3% of portfolio
1
Q2 2021 Reduced 99.0%
$39.8B
$713,000 0.28% of portfolio
15,100
Q3 2025 Reduced 3.82%
$14.1B
$672,000 0.27% of portfolio
64,550
Q3 2025 Reduced 69.85%
$3.33B
$602,000 0.24% of portfolio
11,520
Q3 2025 New
$0
$579,000 0.23% of portfolio
8,116
Q3 2025 Added 10.56%
$96.9B
$569,000 0.23% of portfolio
1,350
Q4 2024 Reduced 45.67%
$11.3B
$556,000 0.22% of portfolio
4,549
Q3 2025 New
$181M
$538,000 0.21% of portfolio
69,100
Q3 2024 Added 22.3%
$172B
$493,000 0.2% of portfolio
11,229
Q4 2024 Reduced 5.36%
$490B
$500,000 0.2% of portfolio
4,437
Q3 2025 Reduced 2.2%
$1.45B
$467,000 0.19% of portfolio
940
Q4 2024 Reduced 6.0%
$16.4B
$445,000 0.18% of portfolio
17,990
Q1 2024 Reduced 7.05%
$123B
$458,000 0.18% of portfolio
919
Q2 2025 Reduced 1.61%
$1.38B
$442,000 0.18% of portfolio
9,000
Q3 2025 New
$228B
$432,000 0.17% of portfolio
3,229
Q3 2025 Reduced 0.77%
$7.32B
$410,000 0.16% of portfolio
5,382
Q2 2025 Reduced 29.73%
$1.12B
$394,000 0.16% of portfolio
51,000
Q3 2025 Reduced 26.72%
$55.9B
$400,000 0.16% of portfolio
420
Q2 2024 Reduced 16.0%
$0
$389,000 0.15% of portfolio
6,693
Q2 2025 Reduced 50.03%

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
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