Murphy Pohlad Asset Management LLC Top Holdings and 13F Report (2025) About Murphy Pohlad Asset Management LLCInvestment ActivityMurphy Pohlad Asset Management LLC has $236.34 million in total holdings as of June 30, 2025.Murphy Pohlad Asset Management LLC owns shares of 120 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 2.28% of the portfolio was purchased this quarter.About 3.75% of the portfolio was sold this quarter.This quarter, Murphy Pohlad Asset Management LLC has purchased 121 new stocks and bought additional shares in 23 stocks.Murphy Pohlad Asset Management LLC sold shares of 46 stocks and completely divested from 4 stocks this quarter.Largest Holdings Travelers Companies $8,747,220Berkshire Hathaway $8,441,225Agnico Eagle Mines $6,599,068Corteva $6,056,829ConocoPhillips $5,958,646 Largest New Holdings this Quarter 883556102 - Thermo Fisher Scientific $1,030,679 Holding11135F101 - Broadcom $267,380 Holding512807306 - LAM RESEARCH CORP $204,900 Holding Largest Purchases this Quarter V.F. 132,920 shares (about $1.56M)Thermo Fisher Scientific 2,542 shares (about $1.03M)APA 32,285 shares (about $590.49K)ConocoPhillips 3,066 shares (about $275.14K)Estee Lauder Companies 3,330 shares (about $269.06K) Largest Sales this Quarter Travelers Companies 4,130 shares (about $1.10M)Citigroup 7,165 shares (about $609.88K)The PNC Financial Services Group 2,825 shares (about $526.64K)Comcast 13,375 shares (about $477.35K)Berkshire Hathaway 903 shares (about $438.65K) 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 PortfolioSectorTRVTravelers Companies$8,747,220$1,104,940 ▼-11.2%32,6953.7%FinanceBRK.BBerkshire Hathaway$8,441,225$438,650 ▼-4.9%17,3773.6%FinanceAEMAgnico Eagle Mines$6,599,068$391,280 ▼-5.6%55,4872.8%Basic MaterialsCTVACorteva$6,056,829$149,060 ▼-2.4%81,2672.6%Consumer StaplesCOPConocoPhillips$5,958,646$275,143 ▲4.8%66,3992.5%EnergyMDTMedtronic$5,818,074$29,638 ▲0.5%66,7442.5%MedicalMSFTMicrosoft$5,817,209$49,741 ▼-0.8%11,6952.5%Computer and TechnologyPGProcter & Gamble$5,318,918$79,660 ▼-1.5%33,3852.3%Consumer StaplesCCJCameco$5,213,172$18,557 ▼-0.4%70,2302.2%Basic MaterialsEMREmerson Electric$4,831,879$39,999 ▼-0.8%36,2402.0%IndustrialsALVAutoliv$4,664,5510.0%41,6852.0%Auto/Tires/TrucksUNPUnion Pacific$4,488,4000.0%19,5081.9%TransportationAIGAmerican International Group$4,472,248$20,114 ▼-0.4%52,2521.9%FinanceCSCOCisco Systems$4,392,309$13,876 ▼-0.3%63,3081.9%Computer and TechnologyAGIAlamos Gold$4,216,931$23,373 ▼-0.6%158,7701.8%Basic MaterialsCMCSAComcast$4,154,851$477,354 ▼-10.3%116,4151.8%Consumer DiscretionaryUPSUnited Parcel Service$4,150,854$198,347 ▲5.0%41,1221.8%TransportationGDGeneral Dynamics$3,824,2450.0%13,1121.6%AerospaceBKBank of New York Mellon$3,694,054$36,444 ▼-1.0%40,5451.6%FinanceWTWWillis Towers Watson Public$3,684,130$107,275 ▼-2.8%12,0201.6%FinanceCVXChevron$3,655,497$7,159 ▼-0.2%25,5291.5%EnergySLBSchlumberger$3,652,732$156,663 ▲4.5%108,0691.5%EnergyNTRNutrien$3,438,198$13,745 ▲0.4%59,0351.5%Basic MaterialsFLSFlowserve$3,433,636$23,557 ▲0.7%65,5901.5%IndustrialsVFCV.F.$3,423,357$1,561,813 ▲83.9%291,3491.4%Consumer DiscretionaryAAPLApple$3,399,477$14,362 ▼-0.4%16,5691.4%Computer and TechnologyINTCIntel$3,397,609$86,800 ▼-2.5%151,6791.4%Computer and TechnologyKIMKimco Realty$3,362,9260.0%159,9871.4%FinanceKMBKimberly-Clark$3,295,0660.0%25,5591.4%Consumer StaplesCCitigroup$3,292,356$609,885 ▼-15.6%38,6791.4%Financial ServicesDVNDevon Energy$3,278,561$124,854 ▲4.0%103,0671.4%EnergyNOKNokia$3,150,470$78,736 ▼-2.4%608,1991.3%Computer and TechnologyELEstee Lauder Companies$3,062,724$269,064 ▲9.6%37,9051.3%Consumer StaplesFHIFederated Hermes$3,000,286$79,776 ▼-2.6%67,6961.3%FinanceGOOGAlphabet$2,950,705$13,304 ▼-0.4%16,6341.2%Computer and TechnologyPFEPfizer$2,833,552$171,378 ▼-5.7%116,8951.2%MedicalPEPPepsiCo$2,828,032$156,467 ▲5.9%21,4181.2%Consumer StaplesTGTTarget$2,794,754$25,649 ▼-0.9%28,3301.2%Retail/WholesaleCNH INDL N V$2,774,606$25,920 ▼-0.9%214,0901.2%SHSNSCNorfolk Southern$2,732,4790.0%10,6751.2%TransportationCMICummins$2,452,9750.0%7,4901.0%Auto/Tires/TrucksPNCThe PNC Financial Services Group$2,423,273$526,636 ▼-17.9%12,9991.0%FinanceAPAAPA$2,422,199$590,493 ▲32.2%132,4331.0%EnergyCHKChesapeake Energy$2,376,337$50,986 ▲2.2%20,3211.0%EnergyJNJJohnson & Johnson$2,107,1370.0%13,7940.9%MedicalDISWalt Disney$2,022,4790.0%16,3090.9%Consumer DiscretionaryMACMacerich$2,004,054$4,854 ▲0.2%123,8600.8%FinanceCAHCardinal Health$1,966,4400.0%11,7050.8%MedicalITWIllinois Tool Works$1,961,9280.0%7,9350.8%IndustrialsCNXCNX Resources$1,824,6140.0%54,1750.8%EnergyMRKMerck & Co., Inc.$1,783,316$227,981 ▼-11.3%22,5280.8%MedicalCLColgate-Palmolive$1,751,552$9,090 ▼-0.5%19,2690.7%Consumer StaplesLOWLowe's Companies$1,732,1390.0%7,8070.7%Retail/WholesaleGISGeneral Mills$1,543,0050.0%29,7820.7%Consumer StaplesWMTWalmart$1,533,874$30,312 ▼-1.9%15,6870.6%Retail/WholesaleBACBank of America$1,504,397$84,466 ▼-5.3%31,7920.6%FinanceUNHUnitedHealth Group$1,380,467$246,768 ▲21.8%4,4250.6%MedicalMDLZMondelez International$1,335,9860.0%19,8100.6%Consumer StaplesCLFCleveland-Cliffs$1,262,284$40,660 ▼-3.1%166,0900.5%Basic MaterialsMOSMosaic$1,213,872$21,888 ▲1.8%33,2750.5%Basic MaterialsINGRIngredion$1,118,1860.0%8,2450.5%Consumer StaplesWFCWells Fargo & Company$1,110,703$287,631 ▼-20.6%13,8630.5%FinanceTHOThor Industries$1,088,1000.0%12,2520.5%ConstructionTMOThermo Fisher Scientific$1,030,679$1,030,679 ▲New Holding2,5420.4%MedicalMMCMarsh & McLennan Companies$1,015,5820.0%4,6450.4%FinanceKOCocaCola$981,3730.0%13,8710.4%Consumer StaplesMAAMid-America Apartment Communities$930,2420.0%6,2850.4%FinanceULUnilever$902,2570.0%14,7500.4%Consumer StaplesTJXTJX Companies$875,2970.0%7,0880.4%Retail/WholesaleCBOECboe Global Markets$866,3750.0%3,7150.4%Financial ServicesHDHome Depot$842,5380.0%2,2980.4%Retail/WholesaleREGNRegeneron Pharmaceuticals$829,500$10,500 ▼-1.3%1,5800.4%MedicalJPMJPMorgan Chase & Co.$811,7480.0%2,8000.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$806,5430.0%22,5040.3%ETFCFCF Industries$800,400$27,600 ▲3.6%8,7000.3%Basic MaterialsWRBW.R. Berkley$775,990$178,459 ▼-18.7%10,5620.3%FinanceCNCCentene$768,062$352,820 ▼-31.5%14,1500.3%MedicalNVDANVIDIA$744,764$200,015 ▼-21.2%4,7140.3%Computer and TechnologyBRK.ABerkshire Hathaway$728,8000.0%10.3%FinanceABBVAbbVie$714,4510.0%3,8490.3%MedicalOXYOccidental Petroleum$659,557$285,668 ▼-30.2%15,7000.3%EnergyCHRWC.H. Robinson Worldwide$652,460$14,393 ▼-2.2%6,8000.3%TransportationVTVVanguard Value ETF$634,6730.0%3,5910.3%ETFGOOGLAlphabet$622,444$1,586 ▲0.3%3,5320.3%Computer and TechnologyTDOCTeladoc Health$606,216$57,486 ▲10.5%69,6000.3%MedicalTTTrane Technologies$590,5030.0%1,3500.2%ConstructionVEUVanguard FTSE All-World ex-US ETF$493,4620.0%7,3410.2%ETFXOMExxon Mobil$489,0880.0%4,5370.2%EnergyVZVerizon Communications$485,8780.0%11,2290.2%Computer and TechnologyWYWeyerhaeuser$462,1630.0%17,9900.2%ConstructionABTAbbott Laboratories$442,576$3,400 ▲0.8%3,2540.2%MedicalLMTLockheed Martin$425,625$6,947 ▼-1.6%9190.2%AerospaceBWABorgWarner$384,3500.0%11,4800.2%Auto/Tires/TrucksTTCToro$380,399$160,938 ▼-29.7%5,3820.2%Consumer DiscretionaryDFATDimensional U.S. Targeted Value ETF$361,196$361,574 ▼-50.0%6,6930.2%ETFWINAWinmark$354,9530.0%9400.2%Retail/WholesaleDEODiageo$327,4270.0%3,2470.1%Consumer StaplesCOSTCostco Wholesale$322,7200.0%3260.1%Retail/WholesaleURIUnited Rentals$316,4280.0%4200.1%ConstructionRIGTransocean$300,440$24,864 ▲9.0%116,0000.1%EnergyShowing largest 100 holdings. 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