Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Travelers Companies Inc.COM | COM | $10.5M | 3.7% |
| Intel Corp.COM | COM | $9.67M | 3.4% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $8.17M | 2.8% |
| Agnico Eagle Mines LtdCOM | COM | $7.11M | 2.5% |
| ConocophillipsCOM | COM | $7.06M | 2.5% |
| Cisco Sys Inc.COM | COM | $6.84M | 2.4% |
| Corteva Inc.COM | COM | $6.32M | 2.2% |
| Slb LimitedCOM STK | COM STK | $5.95M | 2.1% |
| Cameco Corp.COM | COM | $5.85M | 2.0% |
| Union Pac Corp.COM | COM | $5.67M | 2.0% |
| Bank OF NY Mellon Corp.COM | COM | $5.34M | 1.9% |
| Emerson Elec COCOM | COM | $5.12M | 1.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $5.1M | 1.8% |
| Medtronic PLCSHS | SHS | $5.02M | 1.7% |
| Cummins Inc.COM | COM | $4.99M | 1.7% |
| United Parcel Svcs Inc.CL B | CL B | $4.93M | 1.7% |
| Citigroup Inc.COM NEW | COM NEW | $4.92M | 1.7% |
| Devon Energy Corp. NewCOM | COM | $4.81M | 1.7% |
| Autoliv Inc.COM | COM | $4.74M | 1.6% |
| Procter & Gamble COCOM | COM | $4.67M | 1.6% |
| General Dynamics Corp.COM | COM | $4.62M | 1.6% |
| Alamos Gold Inc.COM CL A | COM CL A | $4.62M | 1.6% |
| Flowserve Corp.COM | COM | $4.61M | 1.6% |
| V F Corp.COM | COM | $4.61M | 1.6% |
| Apa CorporationCOM | COM | $4.59M | 1.6% |
| Apple Inc.COM | COM | $4.45M | 1.6% |
| Kimco Realty Corp.COM | COM | $4.37M | 1.5% |
| Chevron CorporationCOM | COM | $4.28M | 1.5% |
| Microsoft Corp.COM | COM | $4.16M | 1.4% |
| American Intl Group Inc.COM NEW | COM NEW | $3.92M | 1.4% |
| Nutrien LtdCOM | COM | $3.87M | 1.3% |
| Federated Hermes Inc.CL B | CL B | $3.68M | 1.3% |
| Target Corp.COM | COM | $3.51M | 1.2% |
| Johnson & JohnsonCOM | COM | $3.45M | 1.2% |
| Norfolk Southn Corp.COM | COM | $3.28M | 1.1% |
| Macerich COCOM | COM | $3.26M | 1.1% |
| Amrize LtdSHS | SHS | $3.25M | 1.1% |
| Versant Media Group Inc.COM CL A | COM CL A | $3.24M | 1.1% |
| Pepsico Inc.COM | COM | $3.13M | 1.1% |
| Lauder Estee Cos Inc.CL A | CL A | $2.99M | 1.0% |
| PNC Finl Svcs Group Inc.COM | COM | $2.92M | 1.0% |
| Willis Towers Watson PLC LtdSHS | SHS | $2.81M | 1.0% |
| Cardinal Health Inc.COM | COM | $2.64M | 0.9% |
| Unitedhealth Group Inc.COM | COM | $2.19M | 0.8% |
| Merck & CO Inc.COM | COM | $2.19M | 0.8% |
| Regeneron PharmaceuticalsCOM | COM | $2.19M | 0.8% |
| Ingredion Inc.COM | COM | $2.14M | 0.7% |
| Illinois Tool Wks Inc.COM | COM | $2.12M | 0.7% |
| Iqvia Hldgs Inc.COM | COM | $2.11M | 0.7% |
| Expand Energy CorporationCOM | COM | $2.08M | 0.7% |
- Class
- COM
- Share
- 3.7%
- Class
- COM
- Share
- 3.4%
- Class
- CL B NEW
- Share
- 2.8%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.2%
- Class
- COM STK
- Share
- 2.1%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.9%
- Class
- COM
- Share
- 1.8%
- Class
- CAP STK CL C
- Share
- 1.8%
- Class
- SHS
- Share
- 1.7%
- Class
- COM
- Share
- 1.7%
- Class
- CL B
- Share
- 1.7%
- Class
- COM NEW
- Share
- 1.7%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM CL A
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- COM NEW
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- CL B
- Share
- 1.3%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- SHS
- Share
- 1.1%
- Class
- COM CL A
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- CL A
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- SHS
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
The share class is shown on a wider screen.
The 50 largest of 135 positions by value, with holdings of the same security combined. The 135 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1569148
- File number
- 028-15160
- Options
- 0 call, 0 put
- In the 25 largest
- 50.8%
- Prior quarter
- $279M at 31 March 2026
- Positions opened
- 11
- Positions closed
- 10
Common questions
What are Murphy Pohlad Asset Management’s 13F holdings worth?
$287 million across 135 positions for the quarter ended 30 June 2026.
What is Murphy Pohlad Asset Management’s largest 13F holding?
TRAVELERS COMPANIES INC (COM) was the largest position at $10.5 million, or 3.7% of reported 13F value, as of 30 June 2026.
How concentrated is Murphy Pohlad Asset Management’s 13F portfolio?
The ten largest positions accounted for 25.5% of reported value and the twenty-five largest for 50.8%, across 135 positions as of 30 June 2026.
Does Form 13F show everything Murphy Pohlad Asset Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Murphy Pohlad Asset Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.