Murphy Pohlad Asset Management LLC Top Holdings and 13F Report (2025) About Murphy Pohlad Asset Management LLCInvestment ActivityMurphy Pohlad Asset Management LLC has $235.71 million in total holdings as of March 31, 2025.Murphy Pohlad Asset Management LLC owns shares of 121 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 3.18% of the portfolio was purchased this quarter.About 3.20% of the portfolio was sold this quarter.This quarter, Murphy Pohlad Asset Management LLC has purchased 121 new stocks and bought additional shares in 33 stocks.Murphy Pohlad Asset Management LLC sold shares of 41 stocks and completely divested from 6 stocks this quarter.Largest Holdings Travelers Companies $9,738,739Berkshire Hathaway $9,735,562ConocoPhillips $6,651,231Agnico Eagle Mines $6,372,014Medtronic $5,967,063 Largest New Holdings this Quarter 15135B101 - Centene $1,253,661 Holding67066G104 - NVIDIA $648,112 Holding002824100 - Abbott Laboratories $428,326 Holding921946810 - Vanguard International Dividend Appreciation ETF $231,070 Holding922908611 - Vanguard Small-Cap Value ETF $205,105 Holding Largest Purchases this Quarter United Parcel Service 11,735 shares (about $1.29M)Centene 20,650 shares (about $1.25M)NVIDIA 5,980 shares (about $648.11K)AbbVie 2,268 shares (about $475.19K)Abbott Laboratories 3,229 shares (about $428.33K) Largest Sales this Quarter Federated Hermes 12,850 shares (about $523.89K)General Dynamics 1,318 shares (about $359.26K)Walgreens Boots Alliance 26,400 shares (about $294.89K)Travelers Companies 900 shares (about $238.01K)Lockheed Martin 405 shares (about $180.92K) 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$9,738,739$238,014 ▼-2.4%36,8254.1%FinanceBRK.BBerkshire Hathaway$9,735,562$159,774 ▼-1.6%18,2804.1%FinanceCOPConocoPhillips$6,651,231$84,016 ▲1.3%63,3332.8%EnergyAEMAgnico Eagle Mines$6,372,014$21,682 ▼-0.3%58,7772.7%Basic MaterialsMDTMedtronic$5,967,063$13,928 ▼-0.2%66,4042.5%MedicalPGProcter & Gamble$5,774,703$25,563 ▼-0.4%33,8852.4%Consumer StaplesCTVACorteva$5,239,992$11,013 ▼-0.2%83,2672.2%Consumer StaplesCMCSAComcast$4,789,251$105,350 ▲2.2%129,7902.0%Consumer DiscretionaryUNPUnion Pacific$4,608,569$11,812 ▼-0.3%19,5082.0%TransportationAIGAmerican International Group$4,563,219$19,561 ▲0.4%52,4871.9%FinanceMSFTMicrosoft$4,427,725$120,125 ▼-2.6%11,7951.9%Computer and TechnologySLBSchlumberger$4,323,541$297,198 ▲7.4%103,4341.8%EnergyUPSUnited Parcel Service$4,306,878$1,290,733 ▲42.8%39,1571.8%TransportationCVXChevron$4,279,110$20,075 ▲0.5%25,5791.8%EnergyAGIAlamos Gold$4,269,041$13,370 ▲0.3%159,6501.8%Basic MaterialsWTWWillis Towers Watson Public$4,180,441$47,313 ▼-1.1%12,3701.8%FinanceEMREmerson Electric$4,006,245$175,972 ▼-4.2%36,5401.7%IndustrialsCSCOCisco Systems$3,919,079$51,836 ▼-1.3%63,5081.7%Computer and TechnologyDVNDevon Energy$3,707,910$155,958 ▲4.4%99,1421.6%EnergyAAPLApple$3,696,021$75,968 ▼-2.0%16,6391.6%Computer and TechnologyALVAutoliv$3,687,038$8,845 ▼-0.2%41,6851.6%Auto/Tires/TrucksKMBKimberly-Clark$3,635,0000.0%25,5591.5%Consumer StaplesGDGeneral Dynamics$3,574,068$359,260 ▼-9.1%13,1121.5%AerospaceINTCIntel$3,532,631$43,603 ▼-1.2%155,5541.5%Computer and TechnologyBKBank of New York Mellon$3,434,057$105,676 ▼-3.0%40,9451.5%FinanceKIMKimco Realty$3,398,1230.0%159,9871.4%FinanceNOKNokia Oyj$3,285,312$6,324 ▼-0.2%623,3991.4%Computer and TechnologyCCitigroup$3,254,465$175,345 ▼-5.1%45,8441.4%FinanceFLSFlowserve$3,181,437$111,111 ▼-3.4%65,1401.3%IndustrialsPFEPfizer$3,141,291$221,473 ▲7.6%123,9651.3%MedicalPEPPepsiCo$3,033,736$340,064 ▲12.6%20,2331.3%Consumer StaplesTGTTarget$2,983,652$5,218 ▼-0.2%28,5901.3%Retail/WholesaleNTRNutrien$2,920,546$256,546 ▲9.6%58,7991.2%Basic MaterialsCCJCameco$2,900,9560.0%70,4801.2%Basic MaterialsFHIFederated Hermes$2,833,351$523,894 ▼-15.6%69,4961.2%FinancePNCThe PNC Financial Services Group$2,781,384$52,731 ▼-1.9%15,8241.2%FinanceCNHICNH Industrial$2,653,585$216,128 ▲8.9%216,0901.1%IndustrialsGOOGAlphabet$2,610,447$142,169 ▼-5.2%16,7091.1%Computer and TechnologyNSCNorfolk Southern$2,528,3730.0%10,6751.1%TransportationVFCVF$2,458,8270.0%158,4291.0%Consumer DiscretionaryCMICummins$2,347,665$7,836 ▼-0.3%7,4901.0%Auto/Tires/TrucksJNJJohnson & Johnson$2,287,7090.0%13,7941.0%MedicalELEstée Lauder Companies$2,281,950$42,900 ▲1.9%34,5751.0%Consumer StaplesMRKMerck & Co., Inc.$2,280,622$17,952 ▲0.8%25,4081.0%MedicalCHKChesapeake Energy$2,213,598$119,669 ▲5.7%19,8850.9%EnergyMACMacerich$2,121,525$104,737 ▲5.2%123,5600.9%FinanceAPAAPA$2,105,110$35,734 ▲1.7%100,1480.9%EnergyITWIllinois Tool Works$1,967,959$74,403 ▲3.9%7,9350.8%IndustrialsUNHUnitedHealth Group$1,903,307$148,745 ▼-7.2%3,6340.8%MedicalLOWLowe's Companies$1,820,826$11,661 ▼-0.6%7,8070.8%Retail/WholesaleCLColgate-Palmolive$1,814,8750.0%19,3690.8%Consumer StaplesGISGeneral Mills$1,780,665$5,262 ▼-0.3%29,7820.8%Consumer StaplesCNXCNX Resources$1,705,4290.0%54,1750.7%EnergyCAHCardinal Health$1,612,5970.0%11,7050.7%MedicalDISWalt Disney$1,609,6980.0%16,3090.7%Consumer DiscretionaryCLFCleveland-Cliffs$1,409,236$122,272 ▲9.5%171,4400.6%Basic MaterialsWMTWalmart$1,404,376$148,189 ▼-9.5%15,9970.6%Retail/WholesaleBACBank of America$1,401,168$95,979 ▼-6.4%33,5770.6%FinanceMDLZMondelez International$1,344,1080.0%19,8100.6%Consumer StaplesCNCCentene$1,253,661$1,253,661 ▲New Holding20,6500.5%MedicalWFCWells Fargo & Company$1,252,950$91,891 ▼-6.8%17,4530.5%FinanceMMCMarsh & McLennan Companies$1,133,519$20,743 ▼-1.8%4,6450.5%FinanceINGRIngredion$1,114,806$40,563 ▼-3.5%8,2450.5%Consumer StaplesOXYOccidental Petroleum$1,110,600$39,488 ▲3.7%22,5000.5%EnergyMAAMid-America Apartment Communities$1,053,240$38,543 ▼-3.5%6,2850.4%FinanceRIORio Tinto Group$1,023,462$15,020 ▼-1.4%17,0350.4%Basic MaterialsREGNRegeneron Pharmaceuticals$1,014,7680.0%1,6000.4%MedicalKOCoca-Cola$993,4410.0%13,8710.4%Consumer StaplesTHOTHOR Industries$928,8240.0%12,2520.4%ConstructionWRBW. R. Berkley$924,4390.0%12,9910.4%FinanceMOSMosaic$882,551$2,701 ▲0.3%32,6750.4%Basic MaterialsULUnilever$878,3620.0%14,7500.4%Consumer StaplesTJXTJX Companies$863,3180.0%7,0880.4%Retail/WholesaleHDHome Depot$842,194$36,649 ▲4.5%2,2980.4%Retail/WholesaleCBOECboe Global Markets$840,6670.0%3,7150.4%Financial ServicesABBVAbbVie$806,442$475,191 ▲143.5%3,8490.3%MedicalBRK.ABerkshire Hathaway$798,4410.0%10.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$742,4060.0%22,5040.3%ETFCHRWC.H. Robinson Worldwide$711,6800.0%6,9500.3%TransportationDFATDimensional U.S. Targeted Value ETF$689,6450.0%13,3930.3%ETFJPMJPMorgan Chase & Co.$686,840$88,308 ▲14.8%2,8000.3%FinanceCFCF Industries$656,460$35,168 ▲5.7%8,4000.3%Basic MaterialsNVDANVIDIA$648,112$648,112 ▲New Holding5,9800.3%Computer and TechnologyVTVVanguard Value ETF$620,309$32,821 ▲5.6%3,5910.3%ETFSPGSimon Property Group$587,2580.0%3,5360.2%FinanceTTCToro$557,192$152,775 ▼-21.5%7,6590.2%Consumer DiscretionaryGOOGLAlphabet$544,7960.0%3,5230.2%Computer and TechnologyXOMExxon Mobil$539,585$16,412 ▲3.1%4,5370.2%EnergyWYWeyerhaeuser$526,7470.0%17,9900.2%ConstructionVZVerizon Communications$509,3470.0%11,2290.2%Computer and TechnologyTDOCTeladoc Health$501,480$100,296 ▲25.0%63,0000.2%MedicalTTTrane Technologies$454,8420.0%1,3500.2%ConstructionVEUVanguard FTSE All-World ex-US ETF$445,305$58,537 ▲15.1%7,3410.2%ETFABTAbbott Laboratories$428,326$428,326 ▲New Holding3,2290.2%MedicalLMTLockheed Martin$417,227$180,917 ▼-30.2%9340.2%AerospaceBAXBaxter International$373,044$12,836 ▼-3.3%10,8980.2%MedicalDEODiageo$340,2530.0%3,2470.1%Consumer StaplesRIGTransocean$337,2880.0%106,4000.1%EnergyBWABorgWarner$328,9020.0%11,4800.1%Auto/Tires/TrucksCOSTCostco Wholesale$308,3240.0%3260.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
