Murphy Pohlad Asset Management LLC holds a diversified book of 135 stocks worth $287.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Nike Inc -CL B and trimmed Travelers Cos Inc. Their largest long position is Travelers Cos Inc at 4% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Murphy Pohlad Asset Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.3T |
| FMR LLC | 80 / 80 | $339.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $305.1B |
| MORGAN STANLEY | 80 / 80 | $296.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $201.5B |
| NORTHERN TRUST CORP | 80 / 80 | $180.8B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $129.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $123.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Murphy Pohlad Asset Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Travelers Companies Inc COM | $10.5M | 31.8K | 3.7% | ▼−0.3% Reduced · −100 sh | |
| 2 | Intel Corp COM | $9.7M | 69.3K | 3.4% | ▼−46% Reduced · −60K sh | |
| 3 | Berkshire Hathaway Inc Del CL B NEW | $8.2M | 16.3K | 2.8% | ▼−3.0% Reduced · −500 sh | |
| 4 | Agnico Eagle Mines Ltd COM | $7.1M | 45.9K | 2.5% | ▼−0.2% Reduced · −75 sh | |
| 5 | ConocoPhillips COM | $7.1M | 67.9K | 2.5% | ▼−0.8% Reduced · −525 sh | |
| 6 | Cisco Sys Inc COM | $6.8M | 58.2K | 2.4% | ▼−7.9% Reduced · −5K sh | |
| 7 | Corteva Inc COM | $6.3M | 74.6K | 2.2% | ▼−0.3% Reduced · −200 sh | |
| 8 | SLB Limited COM STK | $5.9M | 127.9K | 2.1% | ▲+0.8% Added · +1K sh | |
| 9 | Cameco Corp COM | $5.9M | 57.4K | 2.0% | ▼−1.0% Reduced · −600 sh | |
| 10 | Union Pac Corp COM | $5.7M | 20.8K | 2.0% | ▼−0.2% Reduced · −40 sh | |
| 11 | Bank Of NY Mellon Corp COM | $5.3M | 36.9K | 1.9% | ▼−1.5% Reduced · −580 sh | |
| 12 | Emerson Elec Co COM | $5.1M | 35.8K | 1.8% | —Held | |
| 13 | Alphabet Inc CAP STK CL C | $5.1M | 14.4K | 1.8% | ▼−3.3% Reduced · −495 sh | |
| 14 | Medtronic PLC SHS | $5.0M | 64.1K | 1.7% | ▼−3.2% Reduced · −2K sh | |
| 15 | Cummins Inc COM | $5.0M | 7.0K | 1.7% | ▼−6.5% Reduced · −490 sh | |
| 16 | United Parcel Svcs Inc CL B | $4.9M | 45.9K | 1.7% | ▼−0.4% Reduced · −170 sh | |
| 17 | Citigroup Inc COM NEW | $4.9M | 35.2K | 1.7% | ▼−2.7% Reduced · −980 sh | |
| 18 | Devon Energy Corp New COM | $4.8M | 116.4K | 1.7% | ▲+0.9% Added · +1K sh | |
| 19 | Autoliv Inc COM | $4.7M | 40.8K | 1.6% | ▼−0.2% Reduced · −102 sh | |
| 20 | Procter & Gamble Co COM | $4.7M | 31.9K | 1.6% | —Held | |
| 21 | General Dynamics Corp COM | $4.6M | 13.0K | 1.6% | —Held | |
| 22 | Alamos Gold Inc COM CL A | $4.6M | 152.2K | 1.6% | ▲+1.9% Added · +3K sh | |
| 23 | Flowserve Corp COM | $4.6M | 62.2K | 1.6% | ▼−0.3% Reduced · −200 sh | |
| 24 | V F Corp COM | $4.6M | 276.3K | 1.6% | ▼−0.3% Reduced · −850 sh | |
| 25 | Apa Corporation COM | $4.6M | 140.9K | 1.6% | ▲+0.2% Added · +235 sh | |
| 26 | Apple Inc COM | $4.5M | 15.4K | 1.6% | ▼−0.6% Reduced · −100 sh | |
| 27 | Kimco Realty Corp COM | $4.4M | 172.2K | 1.5% | —Held | |
| 28 | Chevron Corporation COM | $4.3M | 25.8K | 1.5% | —Held | |
| 29 | Microsoft Corp COM | $4.2M | 11.2K | 1.4% | ▼−0.5% Reduced · −60 sh | |
| 30 | American Intl Group Inc COM NEW | $3.9M | 52.6K | 1.4% | ▼−0.2% Reduced · −100 sh | |
| 31 | Nutrien Ltd COM | $3.9M | 61.5K | 1.3% | ▲+3.8% Added · +2K sh | |
| 32 | Federated Hermes Inc CL B | $3.7M | 66.7K | 1.3% | ▼−1.1% Reduced · −725 sh | |
| 33 | Target Corp COM | $3.5M | 26.9K | 1.2% | ▲~0% Added · +4 sh | |
| 34 | Johnson & Johnson COM | $3.5M | 13.6K | 1.2% | —Held | |
| 35 | Norfolk Southn Corp COM | $3.3M | 10.4K | 1.1% | —Held | |
| 36 | Macerich Co COM | $3.3M | 129.6K | 1.1% | ▼−0.6% Reduced · −800 sh | |
| 37 | Amrize Ltd SHS | $3.3M | 61.0K | 1.1% | ▲+2.5% Added · +1K sh | |
| 38 | Versant Media Group Inc COM CL A | $3.2M | 90.1K | 1.1% | ▲+0.1% Added · +54 sh | |
| 39 | Pepsico Inc COM | $3.1M | 23.1K | 1.1% | ▲+0.9% Added · +205 sh | |
| 40 | Lauder Estee Cos Inc CL A | $3.0M | 37.9K | 1.0% | —Held | |
| 41 | PNC Finl Svcs Group Inc COM | $2.9M | 11.9K | 1.0% | ▼−0.3% Reduced · −31 sh | |
| 42 | Willis Towers Watson PLC Ltd SHS | $2.8M | 10.8K | 1.0% | ▼−0.3% Reduced · −30 sh | |
| 43 | Cardinal Health Inc COM | $2.6M | 11.1K | 0.9% | ▼−4.6% Reduced · −540 sh | |
| 44 | Unitedhealth Group Inc COM | $2.2M | 5.3K | 0.8% | —Held | |
| 45 | Merck & Co Inc COM | $2.2M | 17.0K | 0.8% | —Held | |
| 46 | Regeneron Pharmaceuticals COM | $2.2M | 3.5K | 0.8% | —Held | |
| 47 | Ingredion Inc COM | $2.1M | 22.6K | 0.7% | ▲+170% Added · +14K sh | |
| 48 | Illinois Tool WKS Inc COM | $2.1M | 7.8K | 0.7% | —Held | |
| 49 | Iqvia Hldgs Inc COM | $2.1M | 10.9K | 0.7% | ▲+13% Added · +1K sh | |
| 50 | Expand Energy Corporation COM | $2.1M | 22.8K | 0.7% | ▼−2.9% Reduced · −688 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1569148/holdings"
Use Arkolith to show Murphy Pohlad Asset Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 135 | $287.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 134 | $279.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 125 | $260.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 126 | $254.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 120 | $236.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 121 | $235.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 121 | $232.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 119 | $240.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.