Murphy Pohlad Asset Management LLC Top Holdings and 13F Report (2024) → The Crypto 9-5 Escape Plan (From Crypto 101 Media) (Ad) About Murphy Pohlad Asset Management LLCInvestment ActivityMurphy Pohlad Asset Management LLC has $255.47 million in total holdings as of March 31, 2024.Murphy Pohlad Asset Management LLC owns shares of 118 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 2.03% of the portfolio was purchased this quarter.About 2.82% of the portfolio was sold this quarter.This quarter, Murphy Pohlad Asset Management LLC has purchased 115 new stocks and bought additional shares in 23 stocks.Murphy Pohlad Asset Management LLC sold shares of 56 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $10,173,219Travelers Companies $8,418,521ConocoPhillips $8,096,408Intel $7,603,865Medtronic $6,856,526 Largest New Holdings this Quarter SPDR S&P 500 ETF Trust $220,735 HoldingEaton $209,182 HoldingDimensional US Marketwide Value ETF $201,228 Holding Largest Purchases this Quarter Nutrien 17,689 shares (about $960.69K)Alamos Gold 55,200 shares (about $814.20K)Walmart 12,720 shares (about $765.36K)Nokia Oyj 161,665 shares (about $572.29K)Signet Jewelers 3,910 shares (about $391.27K) Largest Sales this Quarter Federated Hermes 26,872 shares (about $970.62K)Microsoft 2,226 shares (about $936.52K)Freeport-McMoRan 13,449 shares (about $632.37K)Alphabet 4,080 shares (about $621.22K)Flowserve 9,790 shares (about $447.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMurphy Pohlad Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$10,173,219$375,524 ▼-3.6%24,1924.0%FinanceTRVTravelers Companies$8,418,521$9,206 ▼-0.1%36,5803.3%FinanceCOPConocoPhillips$8,096,408$41,366 ▼-0.5%63,6113.2%Oils/EnergyINTCIntel$7,603,865$312,061 ▼-3.9%172,1503.0%Computer and TechnologyMDTMedtronic$6,856,526$189,115 ▲2.8%78,6752.7%MedicalMSFTMicrosoft$6,850,583$936,523 ▼-12.0%16,2832.7%Computer and TechnologyPGProcter & Gamble$5,989,479$62,466 ▼-1.0%36,9152.3%Consumer StaplesCMCSAComcast$5,587,598$17,340 ▲0.3%128,8952.2%Consumer DiscretionaryALVAutoliv$5,577,715$67,441 ▼-1.2%46,3152.2%Auto/Tires/TrucksTGTTarget$5,530,724$142,654 ▼-2.5%31,2102.2%Retail/WholesaleSLBSchlumberger$5,409,144$10,962 ▲0.2%98,6892.1%Oils/EnergyUNPUnion Pacific$5,349,7150.0%21,7532.1%TransportationCTVACorteva$4,847,278$42,964 ▲0.9%84,0521.9%Consumer StaplesDVNDevon Energy$4,742,511$35,377 ▲0.8%94,5101.9%Oils/EnergyEMREmerson Electric$4,621,978$142,342 ▼-3.0%40,7511.8%Industrial ProductsUPSUnited Parcel Service$4,468,412$42,360 ▲1.0%30,0641.7%TransportationAIGAmerican International Group$4,467,415$15,634 ▼-0.3%57,1501.7%FinanceGDGeneral Dynamics$4,339,0460.0%15,3601.7%AerospaceCVXChevron$4,070,796$31,548 ▼-0.8%25,8071.6%Oils/EnergyFHIFederated Hermes$3,975,222$970,616 ▼-19.6%110,0561.6%FinanceCCitigroup$3,947,377$26,877 ▼-0.7%62,4191.5%FinanceAPAAPA$3,813,085$144,912 ▲4.0%110,9101.5%Oils/EnergyUNHUnitedHealth Group$3,764,1720.0%7,6091.5%MedicalKIMKimco Realty$3,655,441$48,339 ▼-1.3%186,4071.4%FinanceAEMAgnico Eagle Mines$3,589,856$75,517 ▲2.1%60,1821.4%Basic MaterialsGOOGAlphabet$3,555,271$621,221 ▼-14.9%23,3501.4%Computer and TechnologyCNHICNH Industrial$3,551,817$275,530 ▲8.4%274,0601.4%Industrial ProductsPFEPfizer$3,541,586$33,439 ▼-0.9%127,6241.4%MedicalFLSFlowserve$3,527,638$447,207 ▼-11.3%77,2251.4%Industrial ProductsWTWWillis Towers Watson Public$3,522,7500.0%12,8101.4%FinanceMRKMerck & Co., Inc.$3,448,645$11,216 ▼-0.3%26,1361.3%MedicalAAPLApple$3,367,524$369,539 ▼-9.9%19,6381.3%Computer and TechnologyCCJCameco$3,280,190$8,664 ▲0.3%75,7201.3%Basic MaterialsPNCThe PNC Financial Services Group$3,277,086$16,160 ▼-0.5%20,2791.3%FinanceBACBank of America$3,119,905$44,556 ▼-1.4%82,2761.2%FinancePEPPepsiCo$3,077,900$24,501 ▼-0.8%17,5871.2%Consumer StaplesKMBKimberly-Clark$2,984,363$12,935 ▼-0.4%23,0721.2%Consumer StaplesNSCNorfolk Southern$2,758,967$6,372 ▼-0.2%10,8251.1%TransportationBKBank of New York Mellon$2,714,8230.0%47,1161.1%FinanceHIIHuntington Ingalls Industries$2,652,9590.0%9,1021.0%AerospaceJNJJohnson & Johnson$2,614,355$18,984 ▼-0.7%16,5261.0%MedicalCMICummins$2,595,866$58,930 ▼-2.2%8,8101.0%Auto/Tires/TrucksSIGSignet Jewelers$2,576,302$391,274 ▲17.9%25,7451.0%Retail/WholesaleNOKNokia Oyj$2,562,411$572,294 ▲28.8%723,8451.0%Computer and TechnologyNTRNutrien$2,512,326$960,689 ▲61.9%46,2591.0%Basic MaterialsCSCOCisco Systems$2,504,6310.0%50,1931.0%Computer and TechnologyGISGeneral Mills$2,415,084$6,997 ▲0.3%34,5160.9%Consumer StaplesCLColgate-Palmolive$2,267,819$17,109 ▼-0.7%25,1840.9%Consumer StaplesITWIllinois Tool Works$2,143,9560.0%7,9900.8%Industrial ProductsLOWLowe's Companies$2,025,612$61,135 ▼-2.9%7,9520.8%Retail/WholesaleDISWalt Disney$2,010,864$15,295 ▼-0.8%16,4340.8%Consumer DiscretionaryCLFCleveland-Cliffs$1,975,5370.0%86,8750.8%Basic MaterialsREGNRegeneron Pharmaceuticals$1,798,893$4,812 ▼-0.3%1,8690.7%MedicalGOLDBarrick Gold$1,487,616$386,048 ▼-20.6%89,4000.6%Basic MaterialsTHOTHOR Industries$1,447,9750.0%12,3400.6%ConstructionCNXCNX Resources$1,430,316$28,227 ▼-1.9%60,3000.6%Oils/EnergyCORCencora$1,405,6970.0%5,7850.6%MedicalMDLZMondelez International$1,403,5000.0%20,0500.5%Consumer StaplesWFCWells Fargo & Company$1,313,953$69,552 ▼-5.0%22,6700.5%FinanceFCXFreeport-McMoRan$1,261,781$632,372 ▼-33.4%26,8350.5%Basic MaterialsRIORio Tinto Group$1,257,908$156,482 ▲14.2%19,7350.5%Basic MaterialsWMTWalmart$1,148,043$765,362 ▲200.0%19,0800.4%Retail/WholesaleTTCToro$1,114,587$25,656 ▲2.4%12,1640.4%Consumer DiscretionaryAGIAlamos Gold$1,102,046$814,200 ▲282.9%74,7150.4%Basic MaterialsINGRIngredion$1,035,7580.0%8,8640.4%Consumer StaplesMMCMarsh & McLennan Companies$974,2850.0%4,7300.4%FinanceHDHome Depot$924,859$23,016 ▼-2.4%2,4110.4%Retail/WholesaleAMATApplied Materials$918,960$121,676 ▼-11.7%4,4560.4%Computer and TechnologyMAAMid-America Apartment Communities$880,270$21,053 ▼-2.3%6,6900.3%FinanceGOOGLAlphabet$863,017$30,186 ▼-3.4%5,7180.3%Computer and TechnologyKOCoca-Cola$859,701$28,020 ▼-3.2%14,0520.3%Consumer StaplesDFATDimensional U.S. Targeted Value ETF$810,6680.0%14,8930.3%ETFCOSTCostco Wholesale$802,9620.0%1,0960.3%Retail/WholesaleWBDWarner Bros. Discovery$788,650$136,188 ▼-14.7%90,3380.3%Consumer DiscretionaryWRBW. R. Berkley$766,0670.0%8,6620.3%FinanceULUnilever$756,9650.0%15,0820.3%Consumer StaplesTTTrane Technologies$745,997$12,008 ▼-1.6%2,4850.3%Business ServicesDFACDimensional U.S. Core Equity 2 ETF$719,0020.0%22,5040.3%ETFTJXTJX Companies$718,8640.0%7,0880.3%Retail/WholesaleBAXBaxter International$714,235$35,261 ▼-4.7%16,7110.3%MedicalSPGSimon Property Group$709,8380.0%4,5360.3%FinanceCBOECboe Global Markets$682,557$47,770 ▼-6.5%3,7150.3%Financial ServicesWYWeyerhaeuser$646,020$49,017 ▼-7.1%17,9900.3%ConstructionBRK.ABerkshire Hathaway$634,4400.0%10.2%FinanceLMTLockheed Martin$619,0780.0%1,3610.2%AerospaceRIGTransocean$603,822$10,048 ▲1.7%96,1500.2%Oils/EnergyOSUROraSure Technologies$521,8270.0%84,8500.2%MedicalXOMExxon Mobil$514,710$15,344 ▼-2.9%4,4280.2%Oils/EnergyJPMJPMorgan Chase & Co.$488,732$40,060 ▼-7.6%2,4400.2%FinanceBWABorgWarner$485,838$34,914 ▼-6.7%13,9850.2%Auto/Tires/TrucksMACMacerich$478,994$63,837 ▼-11.8%27,8000.2%FinanceDOWDOW$463,4400.0%8,0000.2%Basic MaterialsVZVerizon Communications$452,328$3,105 ▲0.7%10,7800.2%Computer and TechnologyDEODiageo$439,080$20,824 ▼-4.5%2,9520.2%Consumer StaplesCFCF Industries$436,020$106,093 ▼-19.6%5,2400.2%Basic MaterialsLLYEli Lilly and Company$429,433$66,904 ▼-13.5%5520.2%MedicalVTVVanguard Value ETF$384,186$814 ▲0.2%2,3590.2%ETFWINAWinmark$361,7000.0%1,0000.1%Retail/WholesaleURIUnited Rentals$360,5550.0%5000.1%ConstructionEXPEExpedia Group$344,3750.0%2,5000.1%Retail/WholesaleShowing largest 100 holdings. 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