Q3 2026 13F · SEC CIK 1569148

Murphy Pohlad Asset Management LLC

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $287.7M
Reported positions: 140
Top holdings a year, 3 yrs: +9.8%
Assets under management: $639.7M

Murphy Pohlad Asset Management LLC is a wealth manager that reported 140 positions worth $287.7M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Travelers Companies Inc (TRV, 3.8%), Agnico Eagle Mines Ltd (AEM, 2.9%), Conocophillips (COP, 2.8%). A portfolio copying its top holdings returned 9.8% a year over the last 3 years, against 20.4% for the S&P 500.

Murphy Pohlad Asset Management LLC holdings largest 50 of 140 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Murphy Pohlad Asset Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
TRVTravelers Companies Inc	3.8%	3.7%	30,306	-4.8%	$10.8M
AEMAgnico Eagle Mines Ltd	2.9%	2.5%	45,339	-1.1%	$8.3M
COPConocophillips	2.8%	2.5%	65,209	-4.0%	$8.2M
BRK-BBerkshire Hathaway Inc Del	2.7%	2.8%	15,786	-3.3%	$7.9M
INTCIntel Corp	2.6%	3.4%	61,296	-11.5%	$7.4M
SLBSlb Limited	2.1%	2.1%	126,256	-1.3%	$6.2M
CTVACorteva Inc	2.0%	2.2%	74,257	-0.5%	$5.8M
MDTMedtronic PLC	2.0%	1.7%	66,200	+3.2%	$5.7M
EMREmerson Elec Co	1.9%	1.8%	35,970	+0.5%	$5.6M
MSFTMicrosoft Corp	1.9%	1.4%	10,862	-2.6%	$5.6M
APAApa Corporation	1.9%	1.6%	133,298	-5.4%	$5.5M
UNPUnion Pac Corp	1.9%	2.0%	19,960	-4.3%	$5.4M
CSCOCisco Sys Inc	1.8%	2.4%	48,984	-15.9%	$5.3M
BNYBank of Ny Mellon Corp	1.8%	1.9%	36,210	-1.9%	$5.2M
CVXChevron Corporation	1.8%	1.5%	25,626	-0.8%	$5.2M
DVNDevon Energy Corp New	1.8%	1.7%	113,482	-2.5%	$5.2M
AAPLApple Inc	1.8%	1.6%	15,169	-1.5%	$5.1M
CCJCameco Corp	1.7%	2.0%	55,870	-2.7%	$4.8M
AGIAlamos Gold Inc	1.7%	1.6%	148,190	-2.6%	$4.8M
GOOGAlphabet Inc	1.6%	1.8%	13,918	-3.5%	$4.7M
PGProcter & Gamble Co	1.6%	1.6%	31,830	-0.2%	$4.6M
FLSFlowserve Corp	1.5%	1.6%	60,878	-2.1%	$4.5M
ALVAutoliv Inc	1.5%	1.6%	39,495	-3.2%	$4.4M
NTRNutrien Ltd	1.5%	1.3%	61,473	-0.1%	$4.3M
GDGeneral Dynamics Corp	1.5%	1.6%	12,974	-0.5%	$4.3M
CCitigroup Inc	1.5%	1.7%	33,017	-6.1%	$4.3M
TGTTarget Corp	1.4%	1.2%	26,624	-0.9%	$4.2M
UPSUnited Parcel Svcs Inc	1.4%	1.7%	44,335	-3.4%	$4.1M
VFCV F Corp	1.3%	1.6%	271,745	-1.6%	$3.8M
AIGAmerican Intl Group Inc	1.3%	1.4%	50,882	-3.3%	$3.8M
FHIFederated Hermes Inc	1.3%	1.3%	66,721	+0.0%	$3.8M
CMICummins Inc	1.2%	1.7%	6,796	-2.9%	$3.5M
ELLauder Estee Cos Inc	1.2%	1.0%	37,555	-0.9%	$3.5M
JNJJohnson & Johnson	1.2%	1.2%	13,159	-3.2%	$3.5M
KIMKimco Realty Corp	1.1%	1.5%	148,952	-13.5%	$3.3M
WTWWillis Towers Watson PLC Ltd	1.1%	1.0%	10,605	-1.5%	$3.1M
NSCNorfolk Southn Corporation	1.0%	1.1%	9,487	-9.0%	$2.9M
IQVIqvia Hldgs Inc	1.0%	0.7%	10,797	-1.3%	$2.9M
PEPPepsico Inc	1.0%	1.1%	22,790	-1.4%	$2.9M
VSNTVVersant Media Group Inc	1.0%	1.1%	91,037	+1.1%	$2.9M
REGNRegeneron Pharmaceuticals	0.9%	0.8%	3,488	-0.6%	$2.6M
PNCPnc Finl Svcs Group Inc	0.9%	1.0%	11,863	+0.0%	$2.6M
MACMacerich Co	0.9%	1.1%	113,620	-12.3%	$2.5M
CAHCardinal Health Inc	0.9%	0.9%	11,099	-0.1%	$2.5M
MRKMerck & Co Inc	0.8%	0.8%	16,507	-3.0%	$2.4M
FISVFiserv Inc	0.8%	—	49,810	—	$2.3M
EXEExpand Energy Corporation	0.8%	0.7%	26,618	+16.8%	$2.2M
BAXBaxter Intl Inc	0.8%	—	92,868	—	$2.2M
INGRIngredion Inc	0.7%	0.7%	22,450	-0.5%	$2.2M
ACNAccenture PLC Ireland	0.7%	—	10,895	—	$2.0M

What Murphy Pohlad Asset Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

EXE Expand Energy Corporation+16.8% shares

Reduced

CSCO Cisco Sys Inc-15.9% shares
KIM Kimco Realty Corp-13.5% shares
MAC Macerich Co-12.3% shares
INTC Intel Corp-11.5% shares
NSC Norfolk Southn Corporation-9.0% shares
C Citigroup Inc-6.1% shares
APA Apa Corporation-5.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.9% /yr; S&P 500 +20.1%
3 years: +9.8% /yr; S&P 500 +20.4%
5 years: +4.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$287.7M	140
Q2 2026	$287.1M	135
Q1 2026	$279.0M	134
Q4 2025	$260.4M	125
Q3 2025	$254.9M	126
Q2 2025	$236.3M	120
Q1 2025	$235.7M	121
Q4 2024	$232.2M	121
Q3 2024	$240.5M	119
Q2 2024	$231.8M	115
Q1 2024	$255.5M	118
Q4 2023	$241.7M	115

Questions about Murphy Pohlad Asset Management LLC's portfolio

What stocks does Murphy Pohlad Asset Management LLC own?

Murphy Pohlad Asset Management LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 140 positions worth $287.7M. The largest are Travelers Companies Inc (TRV) at 3.8%, Agnico Eagle Mines Ltd (AEM) at 2.9%, Conocophillips (COP) at 2.8%, Berkshire Hathaway Inc Del (BRK-B) at 2.7% and Intel Corp (INTC) at 2.6%.

What did Murphy Pohlad Asset Management LLC buy last quarter?

In Q3 2026, Murphy Pohlad Asset Management LLC added Expand Energy Corporation (EXE) (+16.8% shares), compared with its Q2 2026 filing.

What did Murphy Pohlad Asset Management LLC sell last quarter?

In Q3 2026, Murphy Pohlad Asset Management LLC cut from its top 50 Amrize Ltd Shs (AMRZ), cut from its top 50 Unitedhealth Group Inc (UNH), cut from its top 50 Illinois Tool Wks Inc (ITW), Cisco Sys Inc (CSCO) (-15.9% shares), Kimco Realty Corp (KIM) (-13.5% shares) and Macerich Co (MAC) (-12.3% shares), compared with its Q2 2026 filing.

How has Murphy Pohlad Asset Management LLC's portfolio performed?

A portfolio copying Murphy Pohlad Asset Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.9% against +20.1%. Over 5 years: +4.4% a year against +11.6%.

When is Murphy Pohlad Asset Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Murphy Pohlad Asset Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Murphy Pohlad Asset Management LLC manage?

Murphy Pohlad Asset Management LLC reported $639.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $287.7M.