MP

Murphy Pohlad Asset Management LLC

13F
Murphy Pohlad Asset Management LLC
Last update 2025-04-17 121 Stocks (6 new)
Value $236.00 Mil Turnover 3 %
Countries:
Top Holdings: TRV(4.13%)BRK.B(4.13%)COP(2.82%)AEM(2.70%)MDT(2.53%)
Summary Stock Picks Current Portfolio
Murphy Pohlad Asset Management... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TRV 		The Travelers Companies Inc
36,825
9,738.7
-2.39%
4.130
-0.09%
0.020
+7.34%
+15.19%
62,610.0
Insurance
BRK.B 		Berkshire Hathaway Inc
18,280
9,735.6
-1.61%
4.130
-0.06%
0.000
-2.14%
+10.93%
1,085,014.8
Insurance
COP 		ConocoPhillips
63,333
6,651.2
+1.28%
2.820
+0.04%
0.010
-11.79%
-11.09%
109,476.2
Oil & Gas
AEM 		Agnico Eagle Mines Ltd
58,777
6,372.0
-0.34%
2.700
-0.01%
0.010
+29.52%
+60.12%
62,465.4
Metals & Mining
MDT 		Medtronic PLC
66,404
5,967.1
-0.23%
2.530
-0.01%
0.010
-8.28%
+5.66%
107,349.2
Medical Devices & Instruments
PG 		Procter & Gamble Co
33,885
5,774.7
-0.44%
2.450
-0.01%
0.000
-2.88%
+1.31%
393,367.3
Consumer Packaged Goods
CTVA 		Corteva Inc
83,267
5,240.0
-0.21%
2.220
0%
0.010
+13.23%
+25.20%
48,400.0
Agriculture
CMCSA 		Comcast Corp
129,790
4,789.3
+2.25%
2.030
+0.04%
0.000
-3.45%
-6.92%
128,178.1
Telecommunication Services
UNP 		Union Pacific Corp
19,508
4,608.6
-0.26%
1.960
0%
0.000
-10.73%
-2.90%
130,781.4
Transportation
AIG 		American International Group Inc
52,487
4,563.2
+0.43%
1.940
+0.01%
0.010
+3.90%
+18.37%
49,426.1
Insurance

Murphy Pohlad Asset Management LLC's Historical Top Holdings Breakdowns

Murphy Pohlad Asset Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SIG 		Signet Jewelers Ltd2025-03-31Sold Out
-0.73%
●
46.42 ($57.26) 78.03
$66.81
16.68%
Sold Out
0
-20,877
UPS 		United Parcel Service Inc2025-03-31Add
+0.55%
●
109.66 ($119.57) 136.26
$97.36
-18.57%
Add 42.79%
39,157
11,735
CNC 		Centene Corp2025-03-31New Buy
+0.53%
●
55.93 ($60.43) 65.89
$54.91
-9.13%
New holding
20,650
20,650
HII 		Huntington Ingalls Industries Inc2025-03-31Sold Out
-0.46%
●
159.75 ($189.77) 208.61
$222.80
17.41%
Sold Out
0
-5,707
NVDA 		NVIDIA Corp2025-03-31New Buy
+0.27%
●
106.98 ($126.74) 149.43
$137.38
8.40%
New holding
5,980
5,980
FHI 		Federated Hermes Inc2025-03-31Reduce
-0.23%
●
37.58 ($39.03) 41.51
$42.16
8.02%
Reduce -15.6%
69,496
-12,850
FCX 		Freeport-McMoRan Inc2025-03-31Sold Out
-0.21%
●
34.5 ($38.26) 43.01
$40.15
4.94%
Sold Out
0
-12,876
ABBV 		AbbVie Inc2025-03-31Add
+0.20%
●
169.2 ($194.4) 216.66
$186.99
-3.81%
Add 143.45%
3,849
2,268
ABT 		Abbott Laboratories2025-03-31New Buy
+0.18%
●
111.1 ($127.27) 140.22
$133.57
4.95%
New holding
3,229
3,229
GD 		General Dynamics Corp2025-03-31Reduce
-0.15%
●
241.94 ($259.92) 272.58
$275.71
6.07%
Reduce -9.13%
13,112
-1,318

Murphy Pohlad Asset Management LLC Total Holding History ($B)

To

Murphy Pohlad Asset Management LLC's Asset Allocation

To

Murphy Pohlad Asset Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Murphy Pohlad Asset Management LLC's Hypothetical Growth since 2025-03-31

Murphy Pohlad Asset Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Murphy Pohlad Asset Management LLC's Holdings Heat Map

Size field:

Murphy Pohlad Asset Management LLC's Holdings Bubble Chart

Murphy Pohlad Asset Management LLC News

  • 1

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