Murphy Pohlad Asset Management LLC
CIK 0001569148 · EDEN PRAIRIE, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
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
Top Holdings
TRV
TRAVELERS COMPANIES INC
3.7%
INTC
INTEL CORP
3.4%
BRK-B
BERKSHIRE HATHAWAY INC DEL
2.8%
AEM
AGNICO EAGLE MINES LTD
2.5%
COP
CONOCOPHILLIPS
2.5%
CSCO
CISCO SYS INC
2.4%
CTVA
CORTEVA INC
2.2%
SLB
SLB LIMITED
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.