Murphy Pohlad Asset Management LLC Top Holdings and 13F Report (2026) About Murphy Pohlad Asset Management LLCInvestment ActivityMurphy Pohlad Asset Management LLC has $287.67 million in total holdings as of September 30, 2026.Murphy Pohlad Asset Management LLC owns shares of 140 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 3.94% of the portfolio was purchased this quarter.About 4.70% of the portfolio was sold this quarter.This quarter, Murphy Pohlad Asset Management LLC has purchased 135 new stocks and bought additional shares in 29 stocks.Murphy Pohlad Asset Management LLC sold shares of 83 stocks and completely divested from 6 stocks this quarter.Largest Holdings Travelers Companies $10,804,392Agnico Eagle Mines $8,309,278ConocoPhillips $8,160,906Berkshire Hathaway $7,860,638Intel $7,369,695 Largest New Holdings this Quarter G1151C101 - Accenture $1,997,816 Holding79466L302 - Salesforce $1,406,828 Holding101137107 - Boston Scientific $1,100,416 Holding500754106 - Kraft Heinz $1,023,763 Holding052769106 - Autodesk $1,013,232 Holding Largest Purchases this Quarter Accenture 10,895 shares (about $2.00M)Salesforce 6,128 shares (about $1.41M)Boston Scientific 25,210 shares (about $1.10M)Kraft Heinz 45,060 shares (about $1.02M)Autodesk 4,848 shares (about $1.01M) Largest Sales this Quarter Cisco Systems 9,245 shares (about $995.06K)Intel 7,956 shares (about $956.56K)NIKE 19,650 shares (about $695.61K)AMRIZE LTD 15,490 shares (about $579.17K)Travelers Companies 1,534 shares (about $546.89K) 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$10,804,392$546,886 ▼-4.8%30,3063.8%FinanceAEMAgnico Eagle Mines$8,309,278$96,217 ▼-1.1%45,3392.9%MaterialsCOPConocoPhillips$8,160,906$336,653 ▼-4.0%65,2092.8%EnergyBRK.BBerkshire Hathaway$7,860,638$268,893 ▼-3.3%15,7862.7%FinanceINTCIntel$7,369,695$956,560 ▼-11.5%61,2962.6%TechnologySLBSLB$6,151,192$80,437 ▼-1.3%126,2562.1%EnergyCTVACorteva$5,766,070$27,178 ▼-0.5%74,2572.0%MaterialsMDTMedtronic$5,712,398$179,569 ▲3.2%66,2002.0%HealthcareEMREmerson Electric$5,578,947$27,143 ▲0.5%35,9701.9%IndustrialsMSFTMicrosoft$5,571,138$149,767 ▼-2.6%10,8621.9%TechnologyAPAAPA$5,537,198$316,535 ▼-5.4%133,2981.9%EnergyUNPUnion Pacific$5,431,714$241,651 ▼-4.3%19,9601.9%IndustrialsCSCOCisco Systems$5,272,243$995,057 ▼-15.9%48,9841.8%TechnologyBANK OF NY MELLON CORP$5,237,052$99,216 ▼-1.9%36,2101.8%COMCVXChevron$5,233,085$41,863 ▼-0.8%25,6261.8%EnergyDVNDevon Energy$5,224,711$133,976 ▼-2.5%113,4821.8%EnergyAAPLApple$5,051,697$74,931 ▼-1.5%15,1691.8%TechnologyCCJCameco$4,842,252$136,072 ▼-2.7%55,8701.7%EnergyAGIAlamos Gold$4,799,874$128,588 ▼-2.6%148,1901.7%MaterialsGOOGAlphabet$4,742,419$174,118 ▼-3.5%13,9181.6%Communication ServicesPGProcter & Gamble$4,624,281$7,264 ▼-0.2%31,8301.6%Consumer StaplesFLSFlowserve$4,451,399$95,056 ▼-2.1%60,8781.5%IndustrialsALVAutoliv$4,419,095$144,114 ▼-3.2%39,4951.5%Consumer DiscretionaryNTRNutrien$4,318,478$2,248 ▼-0.1%61,4731.5%MaterialsGDGeneral Dynamics$4,305,162$19,910 ▼-0.5%12,9741.5%IndustrialsCCitigroup$4,275,056$278,512 ▼-6.1%33,0171.5%FinanceTGTTarget$4,171,846$39,174 ▼-0.9%26,6241.5%Consumer StaplesUPSUnited Parcel Service$4,142,662$146,701 ▼-3.4%44,3351.4%IndustrialsVFCV.F.$3,820,734$63,973 ▼-1.6%271,7451.3%Consumer DiscretionaryAIGAmerican International Group$3,786,638$130,235 ▼-3.3%50,8821.3%FinanceFHIFederated Hermes$3,761,0620.0%66,7211.3%FinanceCMICummins$3,510,609$103,314 ▼-2.9%6,7961.2%IndustrialsELEstee Lauder Companies$3,483,977$32,469 ▼-0.9%37,5551.2%Consumer StaplesJNJJohnson & Johnson$3,483,893$113,844 ▼-3.2%13,1591.2%HealthcareKIMKimco Realty$3,308,223$516,271 ▼-13.5%148,9521.2%Real EstateWTWWillis Towers Watson Public$3,056,679$46,117 ▼-1.5%10,6051.1%FinanceNSCNorfolk Southern$2,931,483$288,915 ▼-9.0%9,4871.0%IndustrialsIQVIQVIA$2,902,773$37,639 ▼-1.3%10,7971.0%HealthcarePEPPepsiCo$2,887,948$40,804 ▼-1.4%22,7901.0%Consumer StaplesVERSANT MEDIA GROUP INC$2,885,872$30,464 ▲1.1%91,0371.0%COM CL AREGNRegeneron Pharmaceuticals$2,644,845$15,165 ▼-0.6%3,4880.9%HealthcarePNCThe PNC Financial Services Group$2,636,6700.0%11,8630.9%FinanceMACMacerich$2,540,543$356,418 ▼-12.3%113,6200.9%Real EstateCAHCardinal Health$2,469,527$2,225 ▼-0.1%11,0990.9%HealthcareMRKMerck & Co., Inc.$2,398,677$74,981 ▼-3.0%16,5070.8%HealthcareFISERV INC$2,250,415$758,346 ▲50.8%49,8100.8%COMEXPAND ENERGY CORPORATION$2,238,307$322,485 ▲16.8%26,6180.8%COMBAXBaxter International$2,228,832$779,208 ▲53.8%92,8680.8%HealthcareINGRIngredion$2,150,934$10,060 ▼-0.5%22,4500.7%Consumer StaplesACNAccenture$1,997,816$1,997,816 ▲New Holding10,8950.7%TechnologyITWIllinois Tool Works$1,996,492$23,155 ▼-1.1%7,7600.7%IndustrialsUNHUnitedHealth Group$1,947,424$9,177 ▲0.5%5,3050.7%HealthcareAMRIZE LTD$1,701,805$579,171 ▼-25.4%45,5150.6%SHSCNQCanadian Natural Resources$1,673,573$33,184 ▲2.0%35,5550.6%EnergyTMOThermo Fisher Scientific$1,621,470$23,627 ▲1.5%2,4020.6%HealthcareDISWalt Disney$1,580,213$11,014 ▼-0.7%15,0640.5%Communication ServicesPFEPfizer$1,540,995$47,201 ▲3.2%54,0320.5%HealthcareIFFInternational Flavors & Fragrances$1,539,371$20,870 ▼-1.3%18,4400.5%MaterialsCNXCNX Resources$1,464,210$52,989 ▼-3.5%46,9750.5%EnergyWALMART INC$1,447,293$4,157 ▼-0.3%13,9270.5%COMLOWLowe's Companies$1,420,323$18,429 ▼-1.3%7,7070.5%Consumer DiscretionaryCRMSalesforce$1,406,828$1,406,828 ▲New Holding6,1280.5%TechnologyCLFCleveland-Cliffs$1,394,196$120,559 ▼-8.0%126,6300.5%MaterialsVTVVanguard Value ETF$1,349,765$100,487 ▲8.0%6,2460.5%ETFMDLZMondelez International$1,334,774$7,517 ▼-0.6%23,0850.5%Consumer StaplesCLColgate-Palmolive$1,328,347$315,684 ▼-19.2%15,5690.5%Consumer StaplesABTAbbott Laboratories$1,319,380$181,452 ▼-12.1%13,3500.5%HealthcareBACBank of America$1,263,604$2,776 ▲0.2%23,2150.4%FinanceADPAutomatic Data Processing$1,202,5590.0%4,6600.4%IndustrialsCMCSAComcast$1,196,103$147,968 ▼-11.0%54,9680.4%Communication ServicesKOCoca-Cola$1,135,223$58,793 ▼-4.9%13,1880.4%Consumer StaplesCFCF Industries$1,128,960$34,560 ▼-3.0%9,8000.4%MaterialsBSXBoston Scientific$1,100,416$1,100,416 ▲New Holding25,2100.4%HealthcareKIMBERLY-CLARK CORP$1,091,898$86,226 ▼-7.3%11,2070.4%COMMOSMosaic$1,083,257$233,062 ▼-17.7%50,0350.4%MaterialsWFCWells Fargo & Company$1,047,253$13,209 ▲1.3%13,0820.4%FinanceADBEAdobe$1,039,180$427,093 ▲69.8%4,3310.4%TechnologyKHCKraft Heinz$1,023,763$1,023,763 ▲New Holding45,0600.4%Consumer StaplesCHRWC.H. Robinson Worldwide$1,019,0000.0%6,8870.4%IndustrialsADSKAutodesk$1,013,232$1,013,232 ▲New Holding4,8480.4%TechnologyDFACDimensional U.S. Core Equity 2 ETF$1,000,3020.0%22,5040.3%ETFNKENIKE$990,669$695,610 ▼-41.3%27,9850.3%Consumer DiscretionaryGOOGLAlphabet$905,962$86,020 ▲10.5%2,6330.3%Communication ServicesABBVAbbVie$859,584$80,570 ▼-8.6%3,2860.3%HealthcareMARSH & MCLENNAN COS INC$793,0400.0%4,6450.3%COMRYNRayonier$753,494$50,215 ▼-6.2%41,0400.3%Real EstateBRK.ABerkshire Hathaway$747,0050.0%10.3%FinanceJPMJPMorgan Chase & Co.$701,765$125,398 ▼-15.2%2,1210.2%FinanceWRBW.R. Berkley$693,095$13,508 ▼-1.9%10,2620.2%FinanceVEUVanguard FTSE All-World ex-US ETF$684,917$91,350 ▲15.4%8,2550.2%ETFVUGVanguard Growth ETF$664,766$721 ▲0.1%7,3770.2%ETFTJXTJX Companies$659,962$264,620 ▼-28.6%4,9880.2%Consumer DiscretionaryMRNAModerna$640,102$96,285 ▼-13.1%3,3240.2%HealthcareCOLMColumbia Sportswear$600,508$40,187 ▼-6.3%10,4600.2%Consumer DiscretionaryHDHome Depot$596,860$56,898 ▼-8.7%2,0980.2%Consumer DiscretionaryVZVerizon Communications$594,317$97,845 ▲19.7%12,9560.2%Communication ServicesVOEVanguard Mid-Cap Value ETF$593,509$26,204 ▲4.6%3,0350.2%ETFMAAMid-America Apartment Communities$579,869$270,802 ▼-31.8%4,9250.2%Real EstateAMATApplied Materials$551,267$51,138 ▼-8.5%1,0780.2%TechnologyLMTLockheed Martin$494,481$30,555 ▼-5.8%9710.2%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
