Murphy Pohlad Asset Management LLC
CIK: 0001569148Latest portfolio: $260.4M · Q4 2025
Holdings
125
Total Value
$260.4M
New Positions
124
Closed Positions
0
Top Holdings
View All 125 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | TRVTRAVELERS COMPANIES INC | 32,595 | $9.5M | 3.63% | NEW | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,992 | $8.5M | 3.28% | NEW | |
| 3 | AEMAGNICO EAGLE MINES LTD | 49,679 | $8.4M | 3.23% | NEW | |
| 4 | MDTMEDTRONIC PLC | 66,844 | $6.4M | 2.47% | NEW | |
| 5 | COPCONOCOPHILLIPS | 68,594 | $6.4M | 2.47% | NEW | |
| 6 | CCOCAMECO CORP | 65,195 | $6.0M | 2.29% | NEW | |
| 7 | AGIALAMOS GOLD INC NEW | 150,440 | $5.8M | 2.23% | NEW | |
| 8 | MSFTMICROSOFT CORP | 11,184 | $5.4M | 2.08% | NEW | |
| 9 | INTCINTEL CORP | 143,109 | $5.3M | 2.03% | NEW | |
| 10 | VFCV F CORP | 279,145 | $5.0M | 1.94% | NEW | |
| 11 | CTVACORTEVA INC | 74,917 | $5.0M | 1.93% | NEW | |
| 12 | ALVAUTOLIV INC | 41,085 | $4.9M | 1.87% | NEW | |
| 13 | CSCOCISCO SYS INC | 63,308 | $4.9M | 1.87% | NEW | |
| 14 | UNPUNION PAC CORP | 20,888 | $4.8M | 1.85% | NEW | |
| 15 | GOOGALPHABET INC | 15,389 | $4.8M | 1.85% | NEW | |
| 16 | SLBSLB LIMITED | 124,799 | $4.8M | 1.84% | NEW | |
| 17 | PGPROCTER AND GAMBLE CO | 33,385 | $4.8M | 1.84% | NEW | |
| 18 | EMREMERSON ELEC CO | 36,040 | $4.8M | 1.84% | NEW | |
| 19 | UPSUNITED PARCEL SERVICE INC | 47,325 | $4.7M | 1.80% | NEW | |
| 20 | BKBANK NEW YORK MELLON CORP | 38,915 | $4.5M | 1.73% | NEW | |
| 21 | AIGAMERICAN INTL GROUP INC | 52,152 | $4.5M | 1.71% | NEW | |
| 22 | GDGENERAL DYNAMICS CORP | 13,112 | $4.4M | 1.69% | NEW | |
| 23 | FLSFLOWSERVE CORP | 63,578 | $4.4M | 1.69% | NEW | |
| 24 | TRVCCITIGROUP INC | 36,644 | $4.3M | 1.64% | NEW | |
| 25 | AAPLAPPLE INC | 15,554 | $4.2M | 1.62% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($9.454451744613572e+70T)
Industrials0.0% ($4.831478346944415e+38T)
Healthcare0.0% ($6.421285427072404e+37T)
Consumer Defensive0.0% ($4.784396932822151e+34T)
Energy0.0% ($6.42147894158393e+33T)
Technology0.0% ($5.408528048764228e+27T)
Unknown0.0% ($8.541427525857548e+25T)
Basic Materials0.0% ($8.422580350213663e+23T)
Consumer Cyclical0.0% ($5.046487618821134e+21T)
Communication Services0.0% ($59644829235.5T)
Real Estate0.0% ($35552406873.6T)
Filing History
Fund Information
Murphy Pohlad Asset Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $260.4M across 125 holdings. The largest position is TRAVELERS COMPANIES INC (TRV), representing 3.6% of the portfolio. Compared to the previous quarter, the fund opened 125 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.