Murphy Pohlad Asset Management LLC

13F filer · CIK 0001569148

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$287MU.S. long equity reported on 13F

Positions1239 new · 8 closed

Net flow last quarter-$6.44MBuys minus sells

Top 10 positions weight25.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026123 positions
TRVTravelers Companies, Inc.	$10.5M	3.66%	0.02%	-0.3%	Q2 2013
INTCIntel Corp	$9.67M	3.37%	0.00%	-46.4%	Q2 2013
BRK.BBerkshire Hathaway Inc	$8.17M	2.85%	Not reported	-3.0%	Q2 2013
AEMAgnico Eagle Mines Ltd	$7.11M	2.48%	0.01%	-0.2%	Q2 2020
COPConocophillips	$7.06M	2.46%	0.01%	-0.8%	Q3 2020
CSCOCisco Systems, Inc.	$6.84M	2.38%	0.00%	-7.9%	Q2 2013
CTVACorteva, Inc.	$6.32M	2.20%	0.01%	-0.3%	Q4 2019
SLBSLB Limited	$5.95M	2.07%	0.01%	+0.8%	Q3 2017
CCJCameco Corp	$5.85M	2.04%	0.01%	-1.0%	Q2 2021
UNPUnion Pacific Corp	$5.67M	1.97%	0.00%	-0.2%	Q3 2015
BNYBank of New York Mellon Corp	$5.34M	1.86%	0.01%	-1.6%	Q2 2013
EMREmerson Electric Co	$5.12M	1.78%	0.01%	Not reported	Q2 2013
GOOGAlphabet Inc.	$5.1M	1.78%	Not reported	-3.3%	Q4 2015
MDTMedtronic plc	$5.02M	1.75%	0.01%	-3.2%	Q2 2013
CMICummins Inc	$4.99M	1.74%	0.01%	-6.6%	Q3 2015
UPSUnited Parcel Service Inc	$4.93M	1.72%	0.01%	-0.4%	Q2 2013
CCitigroup Inc	$4.92M	1.71%	0.00%	-2.7%	Q2 2015
DVNDevon Energy Corp	$4.81M	1.67%	0.02%	+0.9%	Q2 2013
ALVAutoliv Inc	$4.74M	1.65%	0.05%	-0.3%	Q2 2013
PGPROCTER & GAMBLE Co	$4.67M	1.63%	0.00%	Not reported	Q2 2013
GDGeneral Dynamics Corp	$4.62M	1.61%	0.00%	Not reported	Q2 2013
AGIAlamos Gold Inc	$4.62M	1.61%	0.04%	+1.9%	Q4 2023
FLSFlowserve Corp	$4.61M	1.61%	0.05%	-0.3%	Q3 2015
VFCV F Corp	$4.61M	1.60%	0.07%	-0.3%	Q1 2022
APAAPA Corp	$4.59M	1.60%	0.04%	+0.2%	Q2 2021
AAPLApple Inc.	$4.45M	1.55%	0.00%	-0.7%	Q4 2013
KIMKimco Realty Corp	$4.37M	1.52%	0.03%	Not reported	Q2 2018
CVXChevron Corp	$4.28M	1.49%	0.00%	Not reported	Q2 2013
MSFTMicrosoft Corp	$4.16M	1.45%	0.00%	-0.5%	Q2 2013
AIGAmerican International Group, Inc.	$3.92M	1.37%	0.01%	-0.2%	Q1 2019
NTRNutrien Ltd.	$3.87M	1.35%	0.01%	+3.9%	Q2 2023
FHIFederated Hermes, Inc.	$3.68M	1.28%	Not reported	-1.1%	Q2 2013
TGTTarget Corp	$3.51M	1.22%	0.01%	0.0%	Q2 2013
JNJJohnson & Johnson	$3.45M	1.20%	0.00%	Not reported	Q2 2013
NSCNorfolk Southern Corp	$3.28M	1.14%	0.00%	Not reported	Q2 2013
MACMacerich Co	$3.26M	1.14%	0.05%	-0.6%	Q1 2021
AMRZAmrize Ltd	$3.25M	1.13%	0.01%	+2.5%	Q3 2025
VSNTVersant Media Group, Inc.	$3.24M	1.13%	Not reported	+0.1%	Q1 2026
PEPPepsico Inc	$3.13M	1.09%	0.00%	+0.9%	Q2 2013
ELEstee Lauder Companies Inc	$2.99M	1.04%	Not reported	Not reported	Q4 2024
PNCPNC Financial Services Group, Inc.	$2.92M	1.02%	0.00%	-0.3%	Q2 2020
WTWWillis Towers Watson PLC	$2.81M	0.98%	0.01%	-0.3%	Q1 2022
CAHCardinal Health Inc	$2.64M	0.92%	0.00%	-4.6%	Q2 2024
UNHUnitedhealth Group Inc	$2.19M	0.76%	0.00%	Not reported	Q2 2014
MRKMerck & Co., Inc.	$2.19M	0.76%	0.00%	Not reported	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$2.19M	0.76%	0.00%	Not reported	Q1 2020
INGRIngredion Inc	$2.14M	0.74%	0.04%	+170.4%	Q3 2020
ITWIllinois Tool Works Inc	$2.12M	0.74%	0.00%	Not reported	Q1 2016
IQVIqvia Holdings Inc.	$2.11M	0.74%	0.01%	+13.0%	Q1 2026
EXEEXPAND ENERGY Corp	$2.08M	0.72%	0.01%	-2.9%	Q3 2024

Q1 2026Reported Apr 14, 2026122 positions
AEMAgnico Eagle Mines Ltd	$9.32M	3.34%	0.01%	-7.5%	Q2 2020
TRVTravelers Companies, Inc.	$9.32M	3.34%	0.02%	-2.0%	Q2 2013
COPConocophillips	$9.03M	3.24%	0.01%	-0.3%	Q3 2020
BRK.BBerkshire Hathaway Inc	$8.06M	2.89%	Not reported	-1.0%	Q2 2013
AGIAlamos Gold Inc	$6.63M	2.38%	0.04%	-0.8%	Q4 2023
SLBSLB Limited	$6.52M	2.34%	0.01%	+1.6%	Q3 2017
CCJCameco Corp	$6.3M	2.26%	0.01%	-11.0%	Q2 2021
CTVACorteva, Inc.	$6.26M	2.24%	0.01%	-0.2%	Q4 2019
APAAPA Corp	$5.97M	2.14%	0.04%	+3.0%	Q2 2021
DVNDevon Energy Corp	$5.8M	2.08%	0.02%	+1.6%	Q2 2013
MDTMedtronic plc	$5.74M	2.06%	0.01%	-0.9%	Q2 2013
INTCIntel Corp	$5.7M	2.04%	0.00%	-9.8%	Q2 2013
CVXChevron Corp	$5.34M	1.92%	0.00%	+0.1%	Q2 2013
UNPUnion Pacific Corp	$5.07M	1.82%	0.00%	Not reported	Q3 2015
CSCOCisco Systems, Inc.	$4.91M	1.76%	0.00%	-0.1%	Q2 2013
VFCV F Corp	$4.71M	1.69%	0.07%	-0.7%	Q1 2022
EMREmerson Electric Co	$4.69M	1.68%	0.01%	-0.7%	Q2 2013
PGPROCTER & GAMBLE Co	$4.6M	1.65%	0.00%	-4.5%	Q2 2013
FLSFlowserve Corp	$4.59M	1.64%	0.05%	-1.9%	Q3 2015
UPSUnited Parcel Service Inc	$4.53M	1.62%	0.01%	-2.6%	Q2 2013
GDGeneral Dynamics Corp	$4.47M	1.60%	0.00%	-0.6%	Q2 2013
NTRNutrien Ltd.	$4.47M	1.60%	0.01%	-0.3%	Q2 2023
BNYBank of New York Mellon Corp	$4.45M	1.59%	0.01%	-3.7%	Q2 2013
ALVAutoliv Inc	$4.3M	1.54%	0.05%	-0.5%	Q2 2013
GOOGAlphabet Inc.	$4.28M	1.53%	Not reported	-3.0%	Q4 2015
MSFTMicrosoft Corp	$4.15M	1.49%	0.00%	+0.3%	Q2 2013
CCitigroup Inc	$4.1M	1.47%	0.00%	-1.4%	Q2 2015
CMICummins Inc	$4.03M	1.44%	0.01%	+1.3%	Q3 2015
AIGAmerican International Group, Inc.	$3.97M	1.42%	0.01%	+1.1%	Q1 2019
AAPLApple Inc.	$3.93M	1.41%	0.00%	-0.4%	Q4 2013
KIMKimco Realty Corp	$3.87M	1.39%	0.03%	-1.8%	Q2 2018
FHIFederated Hermes, Inc.	$3.82M	1.37%	Not reported	-0.2%	Q2 2013
PEPPepsico Inc	$3.56M	1.28%	0.00%	+0.2%	Q2 2013
AMRZAmrize Ltd	$3.33M	1.19%	0.01%	+4.7%	Q3 2025
VSNTVersant Media Group, Inc.	$3.33M	1.19%	Not reported	New	Q1 2026
JNJJohnson & Johnson	$3.32M	1.19%	0.00%	-1.5%	Q2 2013
TGTTarget Corp	$3.26M	1.17%	0.01%	+1.6%	Q2 2013
WTWWillis Towers Watson PLC	$3.14M	1.12%	0.01%	-0.7%	Q1 2022
NSCNorfolk Southern Corp	$2.99M	1.07%	0.00%	-0.7%	Q2 2013
ELEstee Lauder Companies Inc	$2.72M	0.98%	Not reported	Not reported	Q4 2024
REGNRegeneron Pharmaceuticals, Inc.	$2.71M	0.97%	0.00%	Not reported	Q1 2020
EXEEXPAND ENERGY Corp	$2.58M	0.92%	0.01%	+0.6%	Q3 2024
PNCPNC Financial Services Group, Inc.	$2.48M	0.89%	0.00%	-1.7%	Q2 2020
MACMacerich Co	$2.46M	0.88%	0.05%	Not reported	Q1 2021
CAHCardinal Health Inc	$2.46M	0.88%	0.01%	-0.5%	Q2 2024
CMCSAComcast Corp	$2.46M	0.88%	0.00%	+1.9%	Q3 2018
MRKMerck & Co., Inc.	$2.05M	0.73%	0.00%	+1.2%	Q2 2013
ITWIllinois Tool Works Inc	$2.04M	0.73%	0.00%	-1.1%	Q1 2016
FISVFiserv Inc	$1.94M	0.70%	0.01%	+40.1%	Q3 2025
CNXCNX Resources Corp	$1.88M	0.67%	0.03%	Not reported	Q2 2021

Q4 2025Reported Feb 9, 2026115 positions
TRVTravelers Companies, Inc.	$9.45M	3.63%	0.02%	-0.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$8.54M	3.28%	Not reported	Not reported	Q2 2013
AEMAgnico Eagle Mines Ltd	$8.42M	3.23%	0.01%	-9.5%	Q2 2020
COPConocophillips	$6.42M	2.47%	0.01%	+2.1%	Q3 2020
MDTMedtronic plc	$6.42M	2.47%	0.01%	-0.4%	Q2 2013
CCJCameco Corp	$5.96M	2.29%	0.02%	-4.9%	Q2 2021
AGIAlamos Gold Inc	$5.8M	2.23%	0.04%	-5.2%	Q4 2023
MSFTMicrosoft Corp	$5.41M	2.08%	0.00%	-3.6%	Q2 2013
INTCIntel Corp	$5.28M	2.03%	0.00%	-5.5%	Q2 2013
VFCV F Corp	$5.05M	1.94%	0.07%	-0.5%	Q1 2022
CTVACorteva, Inc.	$5.02M	1.93%	0.01%	-6.7%	Q4 2019
ALVAutoliv Inc	$4.88M	1.87%	0.06%	-0.2%	Q2 2013
CSCOCisco Systems, Inc.	$4.88M	1.87%	0.00%	Not reported	Q2 2013
UNPUnion Pacific Corp	$4.83M	1.86%	0.00%	+7.3%	Q3 2015
GOOGAlphabet Inc.	$4.83M	1.85%	Not reported	-3.8%	Q4 2015
SLBSLB Limited	$4.79M	1.84%	0.01%	+11.0%	Q3 2017
PGPROCTER & GAMBLE Co	$4.78M	1.84%	0.00%	Not reported	Q2 2013
EMREmerson Electric Co	$4.78M	1.84%	0.01%	-0.6%	Q2 2013
UPSUnited Parcel Service Inc	$4.69M	1.80%	0.01%	-0.4%	Q2 2013
BNYBank of New York Mellon Corp	$4.52M	1.73%	0.01%	-1.5%	Q2 2013
AIGAmerican International Group, Inc.	$4.46M	1.71%	0.01%	Not reported	Q1 2019
GDGeneral Dynamics Corp	$4.41M	1.69%	0.00%	Not reported	Q2 2013
FLSFlowserve Corp	$4.41M	1.69%	0.05%	-2.3%	Q3 2015
CCitigroup Inc	$4.28M	1.64%	0.00%	-1.2%	Q2 2015
AAPLApple Inc.	$4.23M	1.62%	0.00%	-4.1%	Q4 2013
DVNDevon Energy Corp	$4.16M	1.60%	0.02%	+0.3%	Q2 2013
ELEstee Lauder Companies Inc	$3.97M	1.52%	Not reported	Not reported	Q4 2024
CVXChevron Corp	$3.93M	1.51%	0.00%	+1.0%	Q2 2013
CMICummins Inc	$3.77M	1.45%	0.01%	-0.3%	Q3 2015
NTRNutrien Ltd.	$3.66M	1.41%	0.01%	+3.4%	Q2 2023
WTWWillis Towers Watson PLC	$3.57M	1.37%	0.01%	-9.6%	Q1 2022
KIMKimco Realty Corp	$3.56M	1.37%	0.03%	+6.1%	Q2 2018
FHIFederated Hermes, Inc.	$3.52M	1.35%	Not reported	Not reported	Q2 2013
APAAPA Corp	$3.34M	1.28%	0.04%	+2.0%	Q2 2021
PEPPepsico Inc	$3.28M	1.26%	0.00%	+2.6%	Q2 2013
AMRZAmrize Ltd	$3.07M	1.18%	0.01%	+13.8%	Q3 2025
NSCNorfolk Southern Corp	$3.03M	1.16%	0.00%	Not reported	Q2 2013
JNJJohnson & Johnson	$2.85M	1.10%	0.00%	Not reported	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$2.71M	1.04%	0.00%	+2.2%	Q1 2020
TGTTarget Corp	$2.59M	0.99%	0.01%	-6.4%	Q2 2013
EXEEXPAND ENERGY Corp	$2.57M	0.99%	0.01%	+9.2%	Q3 2024
PNCPNC Financial Services Group, Inc.	$2.52M	0.97%	0.00%	-1.6%	Q2 2020
MACMacerich Co	$2.41M	0.92%	0.05%	+2.2%	Q1 2021
CAHCardinal Health Inc	$2.41M	0.92%	0.00%	Not reported	Q2 2024
CMCSAComcast Corp	$2.36M	0.90%	0.00%	-16.7%	Q3 2018
KMBKimberly Clark Corp	$2.15M	0.83%	0.01%	-17.5%	Q2 2013
CLFCleveland-Cliffs Inc.	$1.95M	0.75%	0.03%	-1.3%	Q2 2019
ITWIllinois Tool Works Inc	$1.95M	0.75%	0.00%	Not reported	Q1 2016
LOWLowes Companies Inc	$1.88M	0.72%	0.00%	Not reported	Q2 2013
DISWalt Disney Co	$1.86M	0.71%	0.00%	Not reported	Q2 2013

Q3 2025Reported Nov 5, 2025116 positions
AEMAgnico Eagle Mines Ltd	$9.25M	3.63%	0.01%	-1.1%	Q2 2020
TRVTravelers Companies, Inc.	$9.13M	3.58%	0.01%	0.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$8.54M	3.35%	Not reported	-2.2%	Q2 2013
MDTMedtronic plc	$6.39M	2.51%	0.01%	+0.5%	Q2 2013
COPConocophillips	$6.35M	2.49%	0.01%	+1.1%	Q3 2020
MSFTMicrosoft Corp	$6.01M	2.36%	0.00%	-0.8%	Q2 2013
CCJCameco Corp	$5.75M	2.26%	0.02%	-2.4%	Q2 2021
AGIAlamos Gold Inc	$5.53M	2.17%	0.04%	0.0%	Q4 2023
CTVACorteva, Inc.	$5.43M	2.13%	0.01%	-1.2%	Q4 2019
PGPROCTER & GAMBLE Co	$5.13M	2.01%	0.00%	Not reported	Q2 2013
ALVAutoliv Inc	$5.09M	2.00%	0.05%	-1.2%	Q2 2013
INTCIntel Corp	$5.08M	1.99%	0.00%	-0.1%	Q2 2013
EMREmerson Electric Co	$4.75M	1.87%	0.01%	Not reported	Q2 2013
UNPUnion Pacific Corp	$4.6M	1.81%	0.00%	-0.2%	Q3 2015
GDGeneral Dynamics Corp	$4.47M	1.75%	0.00%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$4.33M	1.70%	0.00%	Not reported	Q2 2013
BNYBank of New York Mellon Corp	$4.31M	1.69%	0.01%	-2.5%	Q2 2013
WTWWillis Towers Watson PLC	$4.15M	1.63%	0.01%	Not reported	Q1 2022
AAPLApple Inc.	$4.13M	1.62%	0.00%	-2.1%	Q4 2013
AIGAmerican International Group, Inc.	$4.1M	1.61%	0.01%	-0.2%	Q1 2019
VFCV F Corp	$4.05M	1.59%	0.07%	-3.7%	Q1 2022
DVNDevon Energy Corp	$3.97M	1.56%	0.02%	+9.9%	Q2 2013
UPSUnited Parcel Service Inc	$3.97M	1.56%	0.01%	+15.5%	Q2 2013
CVXChevron Corp	$3.96M	1.56%	0.00%	Not reported	Q2 2013
GOOGAlphabet Inc.	$3.89M	1.53%	Not reported	-3.9%	Q4 2015
SLBSLB Limited	$3.87M	1.52%	0.01%	+4.1%	Q3 2017
CCitigroup Inc	$3.76M	1.48%	0.00%	-4.2%	Q2 2015
KIMKimco Realty Corp	$3.61M	1.42%	0.02%	+3.3%	Q2 2018
FHIFederated Hermes, Inc.	$3.51M	1.38%	Not reported	-0.2%	Q2 2013
FLSFlowserve Corp	$3.46M	1.36%	0.05%	-0.8%	Q3 2015
NTRNutrien Ltd.	$3.37M	1.32%	0.01%	-2.7%	Q2 2023
ELEstee Lauder Companies Inc	$3.34M	1.31%	Not reported	Not reported	Q4 2024
APAAPA Corp	$3.25M	1.28%	0.04%	+1.1%	Q2 2021
KMBKimberly Clark Corp	$3.21M	1.26%	0.01%	+1.1%	Q2 2013
CMCSAComcast Corp	$3.17M	1.24%	0.00%	-13.3%	Q3 2018
NSCNorfolk Southern Corp	$3.15M	1.24%	0.00%	-1.6%	Q2 2013
CMICummins Inc	$3.13M	1.23%	0.01%	-1.0%	Q3 2015
PEPPepsico Inc	$3.13M	1.23%	0.00%	+4.1%	Q2 2013
JNJJohnson & Johnson	$2.56M	1.00%	0.00%	Not reported	Q2 2013
TGTTarget Corp	$2.53M	0.99%	0.01%	-0.3%	Q2 2013
PNCPNC Financial Services Group, Inc.	$2.47M	0.97%	0.00%	-5.4%	Q2 2020
AMRZAmrize Ltd	$2.42M	0.95%	0.01%	New	Q3 2025
MACMacerich Co	$2.32M	0.91%	0.05%	+3.0%	Q1 2021
EXEEXPAND ENERGY Corp	$2.27M	0.89%	0.01%	+5.1%	Q3 2024
PFEPfizer Inc	$2.1M	0.82%	0.00%	-29.5%	Q2 2013
ITWIllinois Tool Works Inc	$2.07M	0.81%	0.00%	Not reported	Q1 2016
LOWLowes Companies Inc	$1.96M	0.77%	0.00%	Not reported	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$1.93M	0.76%	0.00%	+117.3%	Q1 2020
DISWalt Disney Co	$1.87M	0.73%	0.00%	Not reported	Q2 2013
CAHCardinal Health Inc	$1.84M	0.72%	0.00%	Not reported	Q2 2024

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