Murphy Pohlad Asset Management LLC Top Holdings and 13F Report (2026) About Murphy Pohlad Asset Management LLCInvestment ActivityMurphy Pohlad Asset Management LLC has $278.98 million in total holdings as of March 31, 2026.Murphy Pohlad Asset Management LLC owns shares of 134 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 4.44% of the portfolio was purchased this quarter.About 2.55% of the portfolio was sold this quarter.This quarter, Murphy Pohlad Asset Management LLC has purchased 125 new stocks and bought additional shares in 33 stocks.Murphy Pohlad Asset Management LLC sold shares of 54 stocks and completely divested from 3 stocks this quarter.Largest Holdings Agnico Eagle Mines $9,324,698Travelers Companies $9,316,259ConocoPhillips $9,031,968Berkshire Hathaway $8,063,019Alamos Gold $6,633,399 Largest New Holdings this Quarter 925283103 - VERSANT MEDIA GROUP INC $3,332,614 Holding46266C105 - IQVIA $1,650,315 Holding136385101 - Canadian Natural Resources $1,634,988 Holding922908736 - Vanguard Growth ETF $556,907 Holding75281A109 - Range Resources $439,149 Holding Largest Purchases this Quarter VERSANT MEDIA GROUP INC 90,022 shares (about $3.33M)IQVIA 9,677 shares (about $1.65M)Canadian Natural Resources 33,552 shares (about $1.63M)Vanguard Growth ETF 1,275 shares (about $556.91K)FISERV INC 9,950 shares (about $555.21K) Largest Sales this Quarter Cameco 7,155 shares (about $777.10K)Agnico Eagle Mines 3,740 shares (about $759.15K)Intel 13,982 shares (about $617.03K)KIMBERLY-CLARK CORP 6,200 shares (about $598.11K)Celcuity 4,700 shares (about $536.46K) 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 PortfolioSectorAEMAgnico Eagle Mines$9,324,698$759,145 ▼-7.5%45,9393.3%Basic MaterialsTRVTravelers Companies$9,316,259$191,050 ▼-2.0%31,9403.3%FinanceCOPConocoPhillips$9,031,968$22,440 ▼-0.2%68,4243.2%EnergyBRK.BBerkshire Hathaway$8,063,019$79,547 ▼-1.0%16,8262.9%FinanceAGIAlamos Gold$6,633,399$50,650 ▼-0.8%149,3002.4%Basic MaterialsSLBSLB$6,518,770$105,349 ▲1.6%126,8492.3%EnergyCCJCameco$6,303,724$777,105 ▼-11.0%58,0402.3%Basic MaterialsCTVACorteva$6,262,093$9,208 ▼-0.1%74,8072.2%Consumer StaplesAPAAPA$5,970,586$171,882 ▲3.0%140,6832.1%EnergyDVNDevon Energy$5,804,764$91,582 ▲1.6%115,3572.1%EnergyMDTMedtronic$5,737,703$54,330 ▼-0.9%66,2172.1%MedicalINTCIntel$5,698,374$617,026 ▼-9.8%129,1272.0%Computer and TechnologyCVXChevron$5,344,433$7,655 ▲0.1%25,8311.9%EnergyUNPUnion Pacific$5,067,8460.0%20,8881.8%TransportationCSCOCisco Systems$4,907,800$4,267 ▼-0.1%63,2531.8%Computer and TechnologyVFCV.F.$4,708,693$33,980 ▼-0.7%277,1451.7%Consumer DiscretionaryEMREmerson Electric$4,689,860$32,100 ▼-0.7%35,7951.7%IndustrialsPGProcter & Gamble$4,604,765$217,383 ▼-4.5%31,8801.7%Consumer StaplesFLSFlowserve$4,585,406$88,212 ▼-1.9%62,3781.6%IndustrialsUPSUnited Parcel Service$4,532,858$122,975 ▼-2.6%46,0751.6%TransportationGDGeneral Dynamics$4,473,529$26,771 ▼-0.6%13,0341.6%AerospaceNTRNutrien$4,469,118$11,319 ▼-0.3%59,2251.6%Basic MaterialsBKBNY$4,445,777$170,709 ▼-3.7%37,4761.6%FinanceALVAutoliv$4,299,466$21,032 ▼-0.5%40,8851.5%Auto/Tires/TrucksGOOGAlphabet$4,281,098$133,390 ▼-3.0%14,9241.5%Computer and TechnologyMSFTMicrosoft$4,151,086$11,105 ▲0.3%11,2141.5%Computer and TechnologyCCitigroup$4,099,544$56,251 ▼-1.4%36,1481.5%Financial ServicesCMICummins$4,027,617$51,112 ▲1.3%7,4861.4%Auto/Tires/TrucksAIGAmerican International Group$3,968,083$43,645 ▲1.1%52,7321.4%FinanceAAPLApple$3,932,222$15,227 ▼-0.4%15,4941.4%Computer and TechnologyKIMKimco Realty$3,869,266$71,904 ▼-1.8%172,1971.4%FinanceFHIFederated Hermes$3,824,862$8,506 ▼-0.2%67,4461.4%FinancePEPPepsiCo$3,557,228$6,056 ▲0.2%22,9071.3%Consumer StaplesAMRIZE LTD$3,333,750$149,573 ▲4.7%59,5101.2%SHSVERSANT MEDIA GROUP INC$3,332,614$3,332,614 ▲New Holding90,0221.2%COM CL AJNJJohnson & Johnson$3,321,861$50,113 ▼-1.5%13,5891.2%MedicalTGTTarget$3,256,644$50,298 ▲1.6%26,8701.2%Retail/WholesaleWTWWillis Towers Watson Public$3,138,106$21,802 ▼-0.7%10,7951.1%FinanceNSCNorfolk Southern$2,991,114$22,386 ▼-0.7%10,4221.1%TransportationELEstee Lauder Companies$2,720,4410.0%37,9051.0%Consumer StaplesREGNRegeneron Pharmaceuticals$2,710,4210.0%3,5081.0%MedicalEXPAND ENERGY CORPORATION$2,576,646$16,467 ▲0.6%23,4710.9%COMPNCThe PNC Financial Services Group$2,475,022$41,618 ▼-1.7%11,8940.9%FinanceMACMacerich$2,463,8040.0%130,3600.9%FinanceCAHCardinal Health$2,461,550$11,833 ▼-0.5%11,6490.9%MedicalCMCSAComcast$2,461,021$46,797 ▲1.9%85,7200.9%Consumer DiscretionaryMRKMerck & Co., Inc.$2,047,696$23,457 ▲1.2%17,0230.7%MedicalITWIllinois Tool Works$2,043,276$22,125 ▼-1.1%7,8500.7%IndustrialsFISERV INC$1,939,217$555,210 ▲40.1%34,7530.7%COMCNXCNX Resources$1,876,4210.0%48,6750.7%EnergyLOWLowe's Companies$1,844,6370.0%7,8070.7%Retail/WholesaleWALMART INC$1,755,703$69,597 ▼-3.8%14,1270.6%COMIQVIQVIA$1,650,315$1,650,315 ▲New Holding9,6770.6%MedicalCLColgate-Palmolive$1,642,2960.0%19,2690.6%Consumer StaplesCNQCanadian Natural Resources$1,634,988$1,634,988 ▲New Holding33,5520.6%EnergyPFEPfizer$1,626,891$136,414 ▼-7.7%57,9370.6%MedicalDISWalt Disney$1,541,501$30,360 ▼-1.9%15,9940.6%Consumer DiscretionaryKIMBERLY-CLARK CORP$1,457,854$598,114 ▼-29.1%15,1120.5%COMUNHUnitedHealth Group$1,428,715$63,589 ▼-4.3%5,2800.5%MedicalMDLZMondelez International$1,338,112$28,532 ▲2.2%23,2150.5%Consumer StaplesCFCF Industries$1,311,384$168,792 ▲14.8%10,1000.5%Basic MaterialsTMOThermo Fisher Scientific$1,261,7570.0%2,5670.5%MedicalCLFCleveland-Cliffs$1,218,321$25,350 ▼-2.0%144,1800.4%Basic MaterialsVTVVanguard Value ETF$1,177,003$353,552 ▲42.9%5,9990.4%ETFCHRWC.H. Robinson Worldwide$1,143,724$14,448 ▲1.3%6,8870.4%TransportationBACBank of America$1,136,411$340,470 ▼-23.1%23,3110.4%FinanceTJXTJX Companies$1,115,9830.0%6,9880.4%Retail/WholesaleKOCocaCola$1,054,8890.0%13,8710.4%Consumer StaplesWFCWells Fargo & Company$1,037,875$13,613 ▼-1.3%13,0370.4%FinanceINGRIngredion$939,5840.0%8,3400.3%Consumer StaplesBAXBaxter International$901,591$379,009 ▲72.5%53,6660.3%MedicalGOOGLAlphabet$898,049$115,024 ▼-11.4%3,1230.3%Computer and TechnologyMAAMid-America Apartment Communities$882,317$114,793 ▲15.0%7,2250.3%FinanceTHOThor Industries$874,955$7,989 ▼-0.9%10,9520.3%Auto/Tires/TrucksDFACDimensional U.S. Core Equity 2 ETF$874,5050.0%22,5040.3%ETFNICENiCE$847,899$183,032 ▲27.5%7,6900.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$837,289$63,535 ▲8.2%11,1490.3%ETFGISGeneral Mills$808,865$143,483 ▼-15.1%21,7320.3%Consumer StaplesMARSH & MCLENNAN COS INC$805,6750.0%4,6450.3%COMABBVAbbVie$790,358$46,760 ▼-5.6%3,6340.3%MedicalHDHome Depot$755,7890.0%2,2980.3%Retail/WholesaleJPMJPMorgan Chase & Co.$735,400$19,120 ▼-2.5%2,5000.3%FinanceXOMExxonMobil$729,368$23,413 ▼-3.1%4,2990.3%EnergyMOSMosaic$728,6620.0%28,5750.3%Basic MaterialsBRK.ABerkshire Hathaway$718,1400.0%10.3%FinanceNVDANVIDIA$716,784$104,640 ▼-12.7%4,1100.3%Computer and TechnologyWRBW.R. Berkley$693,4210.0%10,4620.2%FinanceLMTLockheed Martin$623,1260.0%1,0310.2%AerospaceCOLMColumbia Sportswear$611,6790.0%11,1600.2%Consumer DiscretionaryLAMRLamar Advertising$576,1760.0%4,5490.2%FinanceVOEVanguard Mid-Cap Value ETF$568,821$209,760 ▲58.4%3,0860.2%ETFVZVerizon Communications$565,051$26,154 ▲4.9%11,2560.2%Computer and TechnologyVUGVanguard Growth ETF$556,907$556,907 ▲New Holding1,2750.2%ETFTTTrane Technologies$549,6800.0%1,3190.2%ConstructionRIGTransocean$502,554$33,150 ▼-6.2%75,8000.2%EnergyWYWeyerhaeuser$490,798$51,303 ▲11.7%20,0900.2%ConstructionAMATApplied Materials$471,6700.0%1,3800.2%Computer and TechnologyOXYOccidental Petroleum$442,195$116,805 ▼-20.9%6,8030.2%EnergyRRCRange Resources$439,149$439,149 ▲New Holding9,7200.2%EnergyTTCToro$437,486$65,408 ▼-13.0%4,6820.2%Consumer DiscretionaryShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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.
