Murphy Pohlad Asset Management LLC holds a diversified book of 135 stocks worth $287.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-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. Cloning the disclosed picks since 2024 would be +27% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Murphy Pohlad Asset Management LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +29.2%, a 2.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Murphy Pohlad Asset Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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 how many of Murphy Pohlad Asset Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
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 ~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. The performance line is a simulation of the disclosed long book, not an audited return.