Murphy Pohlad Asset Management LLC Top Holdings and 13F Report (2024) About Murphy Pohlad Asset Management LLCInvestment ActivityMurphy Pohlad Asset Management LLC has $240.51 million in total holdings as of September 30, 2024.Murphy Pohlad Asset Management LLC owns shares of 119 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 3.03% of the portfolio was purchased this quarter.About 4.31% of the portfolio was sold this quarter.This quarter, Murphy Pohlad Asset Management LLC has purchased 115 new stocks and bought additional shares in 22 stocks.Murphy Pohlad Asset Management LLC sold shares of 64 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $8,649,205Travelers Companies $8,200,053ConocoPhillips $6,567,682Medtronic $6,147,608Procter & Gamble $5,894,884 Largest New Holdings this Quarter Chesapeake Energy $1,547,122 HoldingC.H. Robinson Worldwide $767,071 HoldingOccidental Petroleum $592,710 HoldingVanguard Mid-Cap Value ETF $217,353 HoldingDimensional US Marketwide Value ETF $205,114 Holding Largest Purchases this Quarter Chesapeake Energy 18,810 shares (about $1.55M)C.H. Robinson Worldwide 6,950 shares (about $767.07K)Occidental Petroleum 11,500 shares (about $592.71K)Intel 22,049 shares (about $517.27K)Nutrien 9,730 shares (about $467.62K) Largest Sales this Quarter Bank of America 31,459 shares (about $1.25M)UnitedHealth Group 2,099 shares (about $1.23M)CNH Industrial 80,025 shares (about $888.28K)Microsoft 1,675 shares (about $720.75K)Alphabet 3,845 shares (about $642.85K) 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 PortfolioSectorBRK.BBerkshire Hathaway$8,649,205$217,703 ▼-2.5%18,7923.6%FinanceTRVTravelers Companies$8,200,053$272,750 ▼-3.2%35,0253.4%FinanceCOPConocoPhillips$6,567,682$44,428 ▲0.7%62,3832.7%Oils/EnergyMDTMedtronic$6,147,608$158,993 ▼-2.5%68,2842.6%MedicalPGProcter & Gamble$5,894,884$125,744 ▼-2.1%34,0352.5%Consumer StaplesMSFTMicrosoft$5,462,228$720,752 ▼-11.7%12,6942.3%Computer and TechnologyCMCSAComcast$5,362,223$177,314 ▼-3.2%128,3752.2%Consumer DiscretionaryCTVACorteva$4,923,192$18,225 ▼-0.4%83,7422.0%Consumer StaplesUNPUnion Pacific$4,820,655$85,036 ▼-1.7%19,5582.0%TransportationAEMAgnico Eagle Mines$4,771,729$88,616 ▼-1.8%59,2322.0%Basic MaterialsTGTTarget$4,463,830$101,309 ▼-2.2%28,6401.9%Retail/WholesaleINTCIntel$4,422,069$517,270 ▲13.2%188,4941.8%Computer and TechnologyGDGeneral Dynamics$4,360,746$42,308 ▼-1.0%14,4301.8%AerospaceEMREmerson Electric$4,275,382$78,200 ▼-1.8%39,0911.8%Industrial ProductsPFEPfizer$4,233,046$365,948 ▲9.5%146,2691.8%MedicalSLBSchlumberger$4,139,793$4,405 ▼-0.1%98,6841.7%Oils/EnergyKIMKimco Realty$4,129,955$240,211 ▼-5.5%177,8621.7%FinanceAAPLApple$3,949,117$160,537 ▼-3.9%16,9491.6%Computer and TechnologyALVAutoliv$3,901,465$72,362 ▼-1.8%41,7851.6%Auto/Tires/TrucksAIGAmerican International Group$3,827,146$142,286 ▼-3.6%52,2621.6%FinanceUPSUnited Parcel Service$3,787,388$72,942 ▲2.0%27,7791.6%TransportationCVXChevron$3,768,197$2,945 ▼-0.1%25,5871.6%Oils/EnergyDVNDevon Energy$3,697,700$6,729 ▲0.2%94,5221.5%Oils/EnergyWTWWillis Towers Watson Public$3,684,570$88,359 ▼-2.3%12,5101.5%FinanceFLSFlowserve$3,562,216$95,368 ▼-2.6%68,9151.5%Industrial ProductsCCJCameco$3,463,555$71,640 ▼-2.0%72,5201.4%Basic MaterialsCCitigroup$3,263,901$232,246 ▼-6.6%52,1391.4%FinanceKMBKimberly-Clark$3,218,658$21,342 ▼-0.7%22,6221.3%Consumer StaplesPNCThe PNC Financial Services Group$3,184,780$268,957 ▼-7.8%17,2291.3%FinanceFHIFederated Hermes$3,145,526$66,186 ▼-2.1%85,5461.3%FinanceBKBank of New York Mellon$3,105,861$78,687 ▼-2.5%43,2211.3%FinanceCSCOCisco Systems$3,083,993$408,464 ▲15.3%57,9481.3%Computer and TechnologyGOOGAlphabet$3,074,624$642,846 ▼-17.3%18,3901.3%Computer and TechnologyPEPPepsiCo$3,004,2730.0%17,6671.2%Consumer StaplesAGIAlamos Gold$2,968,268$259,021 ▲9.6%148,8601.2%Basic MaterialsNTRNutrien$2,930,170$467,624 ▲19.0%60,9691.2%Basic MaterialsSIGSignet Jewelers$2,921,440$43,834 ▲1.5%28,3251.2%Retail/WholesaleMRKMerck & Co., Inc.$2,862,620$91,756 ▼-3.1%25,2081.2%MedicalNOKNokia Oyj$2,858,154$103,919 ▼-3.5%654,0401.2%Computer and TechnologyVFCVF$2,726,458$261,246 ▲10.6%136,6641.1%Consumer DiscretionaryNSCNorfolk Southern$2,652,737$37,275 ▼-1.4%10,6751.1%TransportationCMICummins$2,493,183$100,375 ▼-3.9%7,7001.0%Auto/Tires/TrucksAPAAPA$2,486,163$315,730 ▼-11.3%101,6421.0%Oils/EnergyUNHUnitedHealth Group$2,344,566$1,227,243 ▼-34.4%4,0101.0%MedicalHIIHuntington Ingalls Industries$2,344,257$97,821 ▼-4.0%8,8671.0%AerospaceGISGeneral Mills$2,262,394$244,739 ▼-9.8%30,6350.9%Consumer StaplesJNJJohnson & Johnson$2,235,5650.0%13,7940.9%MedicalCNHICNH Industrial$2,173,768$888,277 ▼-29.0%195,8350.9%IndustrialsLOWLowe's Companies$2,153,7990.0%7,9520.9%Retail/WholesaleMACMacerich$2,105,990$89,376 ▲4.4%115,4600.9%FinanceCLColgate-Palmolive$2,010,695$319,735 ▼-13.7%19,3690.8%Consumer StaplesITWIllinois Tool Works$2,000,904$77,311 ▼-3.7%7,6350.8%Industrial ProductsCNXCNX Resources$1,963,9710.0%60,3000.8%Oils/EnergyCLFCleveland-Cliffs$1,712,648$386,931 ▲29.2%134,1150.7%Basic MaterialsREGNRegeneron Pharmaceuticals$1,681,984$105,124 ▼-5.9%1,6000.7%MedicalDISWalt Disney$1,568,762$12,024 ▼-0.8%16,3090.7%Consumer DiscretionaryBACBank of America$1,557,122$1,248,293 ▼-44.5%39,2420.6%FinanceCHKChesapeake Energy$1,547,122$1,547,122 ▲New Holding18,8100.6%Oils/EnergyWMTWalmart$1,460,363$12,112 ▼-0.8%18,0850.6%Retail/WholesaleMDLZMondelez International$1,459,402$17,681 ▼-1.2%19,8100.6%Consumer StaplesTHOTHOR Industries$1,346,372$9,670 ▼-0.7%12,2520.6%ConstructionCAHCardinal Health$1,293,636$64,102 ▼-4.7%11,7050.5%MedicalRIORio Tinto Group$1,258,641$145,898 ▼-10.4%17,6850.5%Basic MaterialsINGRIngredion$1,192,754$25,425 ▼-2.1%8,6790.5%Consumer StaplesWFCWells Fargo & Company$1,114,717$25,420 ▼-2.2%19,7330.5%FinanceFCXFreeport-McMoRan$1,096,243$76,128 ▼-6.5%21,9600.5%Basic MaterialsMMCMarsh & McLennan Companies$1,055,2150.0%4,7300.4%FinanceMAAMid-America Apartment Communities$1,051,1230.0%6,6150.4%FinanceKOCoca-Cola$996,770$13,007 ▼-1.3%13,8710.4%Consumer StaplesTTTrane Technologies$965,9940.0%2,4850.4%ConstructionULUnilever$958,160$21,567 ▼-2.2%14,7500.4%Consumer StaplesHDHome Depot$894,681$4,052 ▼-0.5%2,2080.4%Retail/WholesaleTTCToro$867,6460.0%10,0040.4%Consumer DiscretionaryTJXTJX Companies$833,1230.0%7,0880.3%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$828,5410.0%14,8930.3%ETFLMTLockheed Martin$782,725$18,706 ▼-2.3%1,3390.3%AerospaceDFACDimensional U.S. Core Equity 2 ETF$771,6620.0%22,5040.3%ETFCHRWC.H. Robinson Worldwide$767,071$767,071 ▲New Holding6,9500.3%TransportationCBOECboe Global Markets$761,0920.0%3,7150.3%Financial ServicesWRBW. R. Berkley$736,979$245,584 ▲50.0%12,9910.3%FinanceBRK.ABerkshire Hathaway$691,1800.0%10.3%FinanceSPGSimon Property Group$682,164$84,510 ▼-11.0%4,0360.3%FinanceCFCF Industries$652,080$202,488 ▲45.0%7,6000.3%Basic MaterialsWYWeyerhaeuser$609,1410.0%17,9900.3%ConstructionGOOGLAlphabet$595,069$21,560 ▼-3.5%3,5880.2%Computer and TechnologyOXYOccidental Petroleum$592,710$592,710 ▲New Holding11,5000.2%Oils/EnergyVTVVanguard Value ETF$550,942$139,132 ▲33.8%3,1560.2%ETFVZVerizon Communications$532,857$48,727 ▲10.1%11,8650.2%Computer and TechnologyXOMExxon Mobil$515,650$3,399 ▼-0.7%4,3990.2%Oils/EnergyJPMJPMorgan Chase & Co.$514,4980.0%2,4400.2%FinanceBAXBaxter International$512,259$12,720 ▼-2.4%13,4910.2%MedicalMOSMosaic$476,014$141,934 ▲42.5%17,7750.2%Basic MaterialsRIGTransocean$454,537$35,275 ▲8.4%106,9500.2%Oils/EnergyDOWDOW$426,1140.0%7,8000.2%Basic MaterialsBWABorgWarner$416,609$90,906 ▼-17.9%11,4800.2%Auto/Tires/TrucksDEODiageo$414,2830.0%2,9520.2%Consumer StaplesWINAWinmark$382,9300.0%1,0000.2%Retail/WholesaleAMATApplied Materials$379,854$55,564 ▼-12.8%1,8800.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$377,433$73,647 ▲24.2%5,9910.2%ETFOSUROraSure Technologies$342,825$19,484 ▼-5.4%80,2870.1%MedicalShowing largest 100 holdings. 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