Murphy Pohlad Asset Management LLC Top Holdings and 13F Report (2026) About Murphy Pohlad Asset Management LLCInvestment ActivityMurphy Pohlad Asset Management LLC has $287.14 million in total holdings as of June 30, 2026.Murphy Pohlad Asset Management LLC owns shares of 135 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 4.14% of the portfolio was purchased this quarter.About 6.34% of the portfolio was sold this quarter.This quarter, Murphy Pohlad Asset Management LLC has purchased 134 new stocks and bought additional shares in 19 stocks.Murphy Pohlad Asset Management LLC sold shares of 62 stocks and completely divested from 10 stocks this quarter.Largest Holdings Travelers Companies $10,511,020Intel $9,669,656Berkshire Hathaway $8,169,367Agnico Eagle Mines $7,114,882ConocoPhillips $7,058,780 Largest New Holdings this Quarter 654106103 - NIKE $1,955,416 Holding459506101 - International Flavors & Fragrances $1,480,621 Holding053015103 - Automatic Data Processing $1,043,607 Holding754907103 - Rayonier $931,532 Holding00724F101 - Adobe $523,006 Holding Largest Purchases this Quarter NIKE 47,635 shares (about $1.96M)International Flavors & Fragrances 18,690 shares (about $1.48M)Ingredion 14,215 shares (about $1.35M)Abbott Laboratories 12,140 shares (about $1.10M)Automatic Data Processing 4,660 shares (about $1.04M) Largest Sales this Quarter Intel 59,875 shares (about $8.36M)LAM RESEARCH CORP 1,440 shares (about $623.99K)Cisco Systems 5,024 shares (about $590.12K)Comcast 23,952 shares (about $588.02K)Cummins 490 shares (about $349.47K) 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$10,511,020$33,012 â–¼-0.3%31,8403.7%FinanceINTCIntel$9,669,656$8,360,346 â–¼-46.4%69,2523.4%Computer and TechnologyBRK.BBerkshire Hathaway$8,169,367$250,195 â–¼-3.0%16,3262.8%FinanceAEMAgnico Eagle Mines$7,114,882$11,635 â–¼-0.2%45,8642.5%Basic MaterialsCOPConocoPhillips$7,058,780$54,579 â–¼-0.8%67,8992.5%EnergyCSCOCisco Systems$6,839,595$590,120 â–¼-7.9%58,2292.4%Computer and TechnologyCTVACorteva$6,318,474$16,938 â–¼-0.3%74,6072.2%Consumer StaplesSLBSLB$5,946,396$49,186 â–²0.8%127,9072.1%EnergyCCJCameco$5,850,838$61,116 â–¼-1.0%57,4402.0%Basic MaterialsUNPUnion Pacific$5,670,656$10,880 â–¼-0.2%20,8482.0%TransportationBANK OF NY MELLON CORP$5,335,530$83,874 â–¼-1.5%36,8961.9%COMEMREmerson Electric$5,124,0540.0%35,7951.8%IndustrialsGOOGAlphabet$5,098,198$174,898 â–¼-3.3%14,4291.8%Computer and TechnologyMDTMedtronic$5,016,029$164,127 â–¼-3.2%64,1191.7%MedicalCMICummins$4,989,617$349,473 â–¼-6.5%6,9961.7%Auto/Tires/TrucksUPSUnited Parcel Service$4,934,787$18,275 â–¼-0.4%45,9051.7%TransportationCCitigroup$4,922,189$137,163 â–¼-2.7%35,1681.7%Financial ServicesDVNDevon Energy$4,809,317$42,766 â–²0.9%116,3921.7%EnergyALVAutoliv$4,737,761$11,849 â–¼-0.2%40,7831.6%Auto/Tires/TrucksPGProcter & Gamble$4,674,9020.0%31,8801.6%Consumer StaplesGDGeneral Dynamics$4,617,1640.0%13,0341.6%AerospaceAGIAlamos Gold$4,616,534$86,772 â–²1.9%152,1601.6%Basic MaterialsFLSFlowserve$4,611,120$14,832 â–¼-0.3%62,1781.6%IndustrialsVFCV.F.$4,608,600$14,178 â–¼-0.3%276,2951.6%Consumer DiscretionaryAPAAPA$4,589,699$7,654 â–²0.2%140,9181.6%EnergyAAPLApple$4,454,491$28,937 â–¼-0.6%15,3941.6%Computer and TechnologyKIMKimco Realty$4,365,1930.0%172,1971.5%FinanceCVXChevron$4,281,7460.0%25,8311.5%EnergyMSFTMicrosoft$4,160,871$22,382 â–¼-0.5%11,1541.4%Computer and TechnologyAIGAmerican International Group$3,922,662$7,453 â–¼-0.2%52,6321.4%FinanceNTRNutrien$3,871,739$143,526 â–²3.8%61,5051.3%Basic MaterialsFHIFederated Hermes$3,684,333$40,034 â–¼-1.1%66,7211.3%FinanceTGTTarget$3,510,138$522 â–²0.0%26,8741.2%Retail/WholesaleJNJJohnson & Johnson$3,451,3700.0%13,5891.2%MedicalNSCNorfolk Southern$3,278,6560.0%10,4221.1%TransportationMACMacerich$3,263,616$20,152 â–¼-0.6%129,5601.1%FinanceAMRIZE LTD$3,251,566$79,683 â–²2.5%61,0051.1%SHSVERSANT MEDIA GROUP INC$3,243,636$1,945 â–²0.1%90,0761.1%COM CL APEPPepsiCo$3,129,364$27,757 â–²0.9%23,1121.1%Consumer StaplesELEstee Lauder Companies$2,992,5990.0%37,9051.0%Consumer StaplesPNCThe PNC Financial Services Group$2,920,907$7,633 â–¼-0.3%11,8631.0%FinanceWTWWillis Towers Watson Public$2,813,648$7,841 â–¼-0.3%10,7651.0%FinanceCAHCardinal Health$2,639,054$128,282 â–¼-4.6%11,1090.9%MedicalUNHUnitedHealth Group$2,194,5610.0%5,2800.8%MedicalMRKMerck & Co., Inc.$2,187,4550.0%17,0230.8%MedicalREGNRegeneron Pharmaceuticals$2,187,3780.0%3,5080.8%MedicalINGRIngredion$2,136,184$1,346,303 â–²170.4%22,5550.7%Consumer StaplesITWIllinois Tool Works$2,123,1890.0%7,8500.7%IndustrialsIQVIQVIA$2,113,247$243,457 â–²13.0%10,9370.7%MedicalEXPAND ENERGY CORPORATION$2,077,581$62,739 â–¼-2.9%22,7830.7%COMNKENIKE$1,955,416$1,955,416 â–²New Holding47,6350.7%Consumer DiscretionaryCLColgate-Palmolive$1,766,5810.0%19,2690.6%Consumer StaplesLOWLowe's Companies$1,721,3650.0%7,8070.6%Retail/WholesaleCNXCNX Resources$1,651,5420.0%48,6750.6%EnergyFISERV INC$1,619,876$84,758 â–¼-5.0%33,0250.6%COMWALMART INC$1,581,963$18,122 â–¼-1.1%13,9670.6%COMCMCSAComcast$1,516,404$588,021 â–¼-27.9%61,7680.5%Consumer DiscretionaryIFFInternational Flavors & Fragrances$1,480,621$1,480,621 â–²New Holding18,6900.5%Basic MaterialsDISWalt Disney$1,460,016$79,406 â–¼-5.2%15,1690.5%Consumer DiscretionaryABTAbbott Laboratories$1,377,977$1,101,583 â–²398.6%15,1860.5%MedicalCNQCanadian Natural Resources$1,376,575$51,271 â–²3.9%34,8500.5%EnergyMDLZMondelez International$1,342,7550.0%23,2150.5%Consumer StaplesKIMBERLY-CLARK CORP$1,327,338$331,505 â–¼-20.0%12,0920.5%COMBACBank of America$1,319,916$8,376 â–¼-0.6%23,1640.5%FinanceCHRWC.H. Robinson Worldwide$1,297,0970.0%6,8870.5%TransportationCLFCleveland-Cliffs$1,291,876$61,974 â–¼-4.6%137,5800.4%Basic MaterialsMOSMosaic$1,288,352$682,848 â–²112.8%60,8000.4%Basic MaterialsBAXBaxter International$1,287,752$143,590 â–²12.5%60,4010.4%MedicalPFEPfizer$1,261,252$133,886 â–¼-9.6%52,3770.4%MedicalVTVVanguard Value ETF$1,259,955$47,513 â–¼-3.6%5,7810.4%ETFTMOThermo Fisher Scientific$1,186,719$100,272 â–¼-7.8%2,3670.4%MedicalKOCocaCola$1,127,2960.0%13,8710.4%Consumer StaplesCFCF Industries$1,093,4260.0%10,1000.4%Basic MaterialsWFCWells Fargo & Company$1,067,522$9,917 â–¼-0.9%12,9170.4%FinanceTJXTJX Companies$1,058,6820.0%6,9880.4%Retail/WholesaleADPAutomatic Data Processing$1,043,607$1,043,607 â–²New Holding4,6600.4%Computer and TechnologyMAAMid-America Apartment Communities$1,003,8410.0%7,2250.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$998,2770.0%22,5040.3%ETFRYNRayonier$931,532$931,532 â–²New Holding43,7750.3%ConstructionABBVAbbVie$904,394$10,066 â–¼-1.1%3,5940.3%MedicalAMATApplied Materials$851,694$146,046 â–¼-14.6%1,1780.3%Computer and TechnologyGOOGLAlphabet$851,612$264,454 â–¼-23.7%2,3830.3%Computer and TechnologyJPMJPMorgan Chase & Co.$818,5370.0%2,5000.3%FinanceHDHome Depot$810,4580.0%2,2980.3%Retail/WholesaleMARSH & MCLENNAN COS INC$774,1820.0%4,6450.3%COMBRK.ABerkshire Hathaway$748,8500.0%10.3%FinanceWRBW.R. Berkley$737,8840.0%10,4620.3%FinanceLAMRLamar Advertising$709,5530.0%4,5490.2%FinanceCOLMColumbia Sportswear$689,9110.0%11,1600.2%Consumer DiscretionaryGISGeneral Mills$644,913$111,360 â–¼-14.7%18,5320.2%Consumer StaplesVUGVanguard Growth ETF$634,842$525,000 â–²478.0%7,3690.2%ETFVEUVanguard FTSE All-World ex-US ETF$599,147$334,581 â–¼-35.8%7,1540.2%ETFXOMExxonMobil$587,7590.0%4,2990.2%EnergyVOEVanguard Mid-Cap Value ETF$573,417$36,567 â–¼-6.0%2,9010.2%ETFLMTLockheed Martin$525,2530.0%1,0310.2%AerospaceADBEAdobe$523,006$523,006 â–²New Holding2,5510.2%Computer and TechnologyTHOThor Industries$522,512$300,640 â–¼-36.5%6,9520.2%Auto/Tires/TrucksWYWeyerhaeuser$480,9540.0%20,0900.2%ConstructionTTTrane Technologies$475,934$171,906 â–¼-26.5%9690.2%ConstructionURIUnited Rentals$475,8130.0%4200.2%ConstructionShowing largest 100 holdings. View all holdings. 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