Murphy Pohlad Asset Management LLC Top Holdings and 13F Report (2025) About Murphy Pohlad Asset Management LLCInvestment ActivityMurphy Pohlad Asset Management LLC has $232.23 million in total holdings as of December 31, 2024.Murphy Pohlad Asset Management LLC owns shares of 121 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 3.17% of the portfolio was purchased this quarter.About 3.58% of the portfolio was sold this quarter.This quarter, Murphy Pohlad Asset Management LLC has purchased 119 new stocks and bought additional shares in 21 stocks.Murphy Pohlad Asset Management LLC sold shares of 49 stocks and completely divested from 3 stocks this quarter.Largest Holdings Travelers Companies $9,087,575Berkshire Hathaway $8,421,942ConocoPhillips $6,201,397Procter & Gamble $5,705,989Medtronic $5,316,732 Largest New Holdings this Quarter Estée Lauder Companies $2,543,696 HoldingTeladoc Health $458,136 HoldingWalgreens Boots Alliance $413,319 HoldingVanguard Dividend Appreciation ETF $210,713 HoldingEOG Resources $207,773 Holding Largest Purchases this Quarter Estée Lauder Companies 33,925 shares (about $2.54M)Travelers Companies 2,700 shares (about $650.40K)Occidental Petroleum 10,200 shares (about $503.98K)VF 21,765 shares (about $467.08K)Teladoc Health 50,400 shares (about $458.14K) Largest Sales this Quarter Pfizer 31,044 shares (about $823.60K)Intel 31,020 shares (about $621.95K)Signet Jewelers 7,448 shares (about $601.13K)Huntington Ingalls Industries 3,160 shares (about $597.14K)Trane Technologies 1,135 shares (about $419.21K) 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$9,087,575$650,403 ▲7.7%37,7253.9%FinanceBRK.BBerkshire Hathaway$8,421,942$96,095 ▼-1.1%18,5803.6%FinanceCOPConocoPhillips$6,201,397$14,875 ▲0.2%62,5332.7%EnergyPGProcter & Gamble$5,705,9890.0%34,0352.5%Consumer StaplesMDTMedtronic$5,316,732$137,793 ▼-2.5%66,5592.3%MedicalMSFTMicrosoft$5,106,472$244,048 ▼-4.6%12,1152.2%Computer and TechnologyCMCSAComcast$4,763,870$54,043 ▼-1.1%126,9352.1%Consumer DiscretionaryCTVACorteva$4,752,856$17,088 ▼-0.4%83,4422.0%Consumer StaplesEMREmerson Electric$4,727,309$117,238 ▼-2.4%38,1452.0%IndustrialsAEMAgnico Eagle Mines$4,612,591$19,944 ▼-0.4%58,9772.0%Basic MaterialsUNPUnion Pacific$4,460,0060.0%19,5581.9%TransportationAAPLApple$4,214,819$7,943 ▲0.2%16,9811.8%Computer and TechnologyALVAutoliv$3,919,0150.0%41,7851.7%Auto/Tires/TrucksWTWWillis Towers Watson Public$3,918,6320.0%12,5101.7%FinanceFLSFlowserve$3,877,710$86,280 ▼-2.2%67,4151.7%IndustrialsTGTTarget$3,871,5550.0%28,6401.7%Retail/WholesaleCSCOCisco Systems$3,809,402$378,880 ▲11.0%64,3481.6%Computer and TechnologyAIGAmerican International Group$3,804,6730.0%52,2621.6%FinanceGDGeneral Dynamics$3,802,1600.0%14,4301.6%AerospaceKIMKimco Realty$3,748,495$418,811 ▼-10.0%159,9871.6%FinanceSLBSchlumberger$3,693,062$90,482 ▼-2.4%96,3241.6%EnergyCVXChevron$3,687,481$18,540 ▼-0.5%25,4591.6%EnergyCCJCameco$3,621,967$104,836 ▼-2.8%70,4801.6%Basic MaterialsUPSUnited Parcel Service$3,457,914$45,018 ▼-1.3%27,4221.5%TransportationCCitigroup$3,400,822$269,242 ▼-7.3%48,3141.5%FinanceVFCVF$3,399,899$467,079 ▲15.9%158,4291.5%Consumer DiscretionaryFHIFederated Hermes$3,385,244$131,552 ▼-3.7%82,3461.5%FinanceGOOGAlphabet$3,355,362$146,829 ▼-4.2%17,6191.4%Computer and TechnologyKMBKimberly-Clark$3,349,251$384,864 ▲13.0%25,5591.4%Consumer StaplesBKBank of New York Mellon$3,242,610$78,059 ▼-2.4%42,2051.4%FinanceINTCIntel$3,157,353$621,951 ▼-16.5%157,4741.4%Computer and TechnologyPNCThe PNC Financial Services Group$3,109,513$213,099 ▼-6.4%16,1241.3%FinanceDVNDevon Energy$3,108,433$14,728 ▲0.5%94,9721.3%EnergyPFEPfizer$3,056,938$823,602 ▼-21.2%115,2251.3%MedicalAGIAlamos Gold$2,934,726$189,748 ▲6.9%159,1501.3%Basic MaterialsNOKNokia Oyj$2,766,973$130,424 ▼-4.5%624,5991.2%Computer and TechnologyPEPPepsiCo$2,731,757$45,314 ▲1.7%17,9651.2%Consumer StaplesCMICummins$2,619,729$64,491 ▼-2.4%7,5151.1%Auto/Tires/TrucksELEstée Lauder Companies$2,543,696$2,543,696 ▲New Holding33,9251.1%Consumer StaplesMRKMerck & Co., Inc.$2,507,6910.0%25,2081.1%MedicalNSCNorfolk Southern$2,505,4220.0%10,6751.1%TransportationNTRNutrien$2,400,121$328,241 ▼-12.0%53,6341.0%Basic MaterialsMACMacerich$2,339,803$39,840 ▲1.7%117,4601.0%FinanceAPAAPA$2,273,164$73,749 ▼-3.1%98,4481.0%EnergyCNHICNH Industrial$2,248,891$30,081 ▲1.4%198,4901.0%IndustrialsJNJJohnson & Johnson$1,994,9860.0%13,7940.9%MedicalCNXCNX Resources$1,986,597$224,604 ▼-10.2%54,1750.9%EnergyUNHUnitedHealth Group$1,981,959$46,539 ▼-2.3%3,9180.9%MedicalLOWLowe's Companies$1,939,107$23,446 ▼-1.2%7,8570.8%Retail/WholesaleITWIllinois Tool Works$1,935,9300.0%7,6350.8%IndustrialsGISGeneral Mills$1,904,809$48,784 ▼-2.5%29,8700.8%Consumer StaplesCHKChesapeake Energy$1,872,5350.0%18,8100.8%EnergyDISWalt Disney$1,816,0070.0%16,3090.8%Consumer DiscretionaryCLColgate-Palmolive$1,760,8350.0%19,3690.8%Consumer StaplesSIGSignet Jewelers$1,684,982$601,128 ▼-26.3%20,8770.7%Retail/WholesaleWMTWalmart$1,597,839$36,140 ▼-2.2%17,6850.7%Retail/WholesaleBACBank of America$1,576,794$147,892 ▼-8.6%35,8770.7%FinanceCLFCleveland-Cliffs$1,471,711$211,030 ▲16.7%156,5650.6%Basic MaterialsCAHCardinal Health$1,384,3500.0%11,7050.6%MedicalWFCWells Fargo & Company$1,315,805$70,240 ▼-5.1%18,7330.6%FinanceMDLZMondelez International$1,183,2510.0%19,8100.5%Consumer StaplesINGRIngredion$1,175,450$18,433 ▼-1.5%8,5450.5%Consumer StaplesTHOTHOR Industries$1,172,6380.0%12,2520.5%ConstructionREGNRegeneron Pharmaceuticals$1,139,7280.0%1,6000.5%MedicalHIIHuntington Ingalls Industries$1,078,451$597,145 ▼-35.6%5,7070.5%AerospaceOXYOccidental Petroleum$1,072,197$503,982 ▲88.7%21,7000.5%EnergyRIORio Tinto Group$1,016,530$23,524 ▼-2.3%17,2850.4%Basic MaterialsMAAMid-America Apartment Communities$1,007,023$15,457 ▼-1.5%6,5150.4%FinanceMMCMarsh & McLennan Companies$1,004,6990.0%4,7300.4%FinanceKOCoca-Cola$863,6080.0%13,8710.4%Consumer StaplesTJXTJX Companies$856,3010.0%7,0880.4%Retail/WholesaleHDHome Depot$855,000$3,890 ▼-0.5%2,1980.4%Retail/WholesaleULUnilever$836,3250.0%14,7500.4%Consumer StaplesMOSMosaic$800,693$363,784 ▲83.3%32,5750.3%Basic MaterialsTTCToro$781,695$19,624 ▼-2.4%9,7590.3%Consumer DiscretionaryDFACDimensional U.S. Core Equity 2 ETF$778,4130.0%22,5040.3%ETFWRBW. R. Berkley$760,2330.0%12,9910.3%FinanceDFATDimensional U.S. Targeted Value ETF$745,497$83,495 ▼-10.1%13,3930.3%ETFCBOECboe Global Markets$725,9110.0%3,7150.3%Financial ServicesCHRWC.H. Robinson Worldwide$718,0740.0%6,9500.3%TransportationBRK.ABerkshire Hathaway$680,9200.0%10.3%FinanceCFCF Industries$678,294$29,862 ▲4.6%7,9500.3%Basic MaterialsGOOGLAlphabet$666,903$12,304 ▼-1.8%3,5230.3%Computer and TechnologyLMTLockheed Martin$650,6730.0%1,3390.3%AerospaceSPGSimon Property Group$608,934$86,105 ▼-12.4%3,5360.3%FinanceJPMJPMorgan Chase & Co.$584,8920.0%2,4400.3%FinanceVTVVanguard Value ETF$575,789$41,478 ▲7.8%3,4010.2%ETFWYWeyerhaeuser$506,4180.0%17,9900.2%ConstructionTTTrane Technologies$498,622$419,212 ▼-45.7%1,3500.2%ConstructionFCXFreeport-McMoRan$490,318$345,919 ▼-41.4%12,8760.2%Basic MaterialsXOMExxon Mobil$473,2000.0%4,3990.2%EnergyTDOCTeladoc Health$458,136$458,136 ▲New Holding50,4000.2%MedicalVZVerizon Communications$449,047$25,434 ▼-5.4%11,2290.2%Computer and TechnologyWBAWalgreens Boots Alliance$413,319$413,319 ▲New Holding44,3000.2%Retail/WholesaleDEODiageo$412,791$37,503 ▲10.0%3,2470.2%Consumer StaplesRIGTransocean$399,000$2,063 ▼-0.5%106,4000.2%EnergyWINAWinmark$369,485$23,584 ▼-6.0%9400.2%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$366,046$22,103 ▲6.4%6,3760.2%ETFBWABorgWarner$364,9490.0%11,4800.2%Auto/Tires/TrucksBAXBaxter International$328,725$64,678 ▼-16.4%11,2730.1%MedicalShowing largest 100 holdings. 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