Murphy Pohlad Asset Management LLC

CIK 0001569148 · EDEN PRAIRIE, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

Murphy Pohlad Asset Management LLC reported 135 positions worth $287.1M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: TRV (3.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$287.1M
2026 Q2
Positions
135
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.5%
Est. Net Flow (Q)
2026 Q2
10 / 135 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TRVTRAVELERS COMPANIES INCSH$10.5M3.66%31,840
2INTCINTEL CORPSH$9.7M3.37%69,252
3BRK-BBERKSHIRE HATHAWAY INC DELSH$8.2M2.85%16,326
4AEMAGNICO EAGLE MINES LTDSH$7.1M2.48%45,864
5COPCONOCOPHILLIPSSH$7.1M2.46%67,899
6CSCOCISCO SYS INCSH$6.8M2.38%58,229
7CTVACORTEVA INCSH$6.3M2.20%74,607
8SLBSLB LIMITEDSH$5.9M2.07%127,907
9CCJCAMECO CORPSH$5.9M2.04%57,440
10UNPUNION PAC CORPSH$5.7M1.97%20,848

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Murphy Pohlad Asset Management LLC hold as of Q2 2026?

Murphy Pohlad Asset Management LLC reported 135 positions worth $287.1M in its Q2 2026 13F filing. Largest positions: TRV (3.7%), INTC (3.4%), BRK-B (2.8%), AEM (2.5%) and COP (2.5%).

What did Murphy Pohlad Asset Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Murphy Pohlad Asset Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.