13F Insight
DOSSIER · 13F-HR · Q2 2026

Murphy Pohlad Asset Management LLC

$287M in tracked AUM across 135 positions as of Q2 2026.

MP
CIK 0001569148 · last filed Jun 30, 2026
Total AUM
$287M
as of Q2 2026
Holdings
135
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Murphy Pohlad Asset Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TRV
TRAVELERS COMPANIES INC
$11M32K3.7%02
INTC
INTEL CORP
$10M69K3.4%03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$8M16K2.8%04
AEM
AGNICO EAGLE MINES LTD
$7M46K2.5%05
COP
CONOCOPHILLIPS
$7M68K2.5%06
CSCO
CISCO SYS INC
$7M58K2.4%07
CTVA
CORTEVA INC
$6M75K2.2%08
SLB
SLB LIMITED
$6M128K2.1%09
CCJ
CAMECO CORP
$6M57K2.0%10
UNP
UNION PAC CORP
$6M21K2.0%

Filing history

2026Q2Jun 30
$287M▲ 2.9%
135 positionsView →2026Q1Mar 31
$279M▲ 7.1%
134 positionsView →2025Q4Dec 31
$260M▲ 2.2%
125 positionsView →2025Q3Sep 30
$255M▲ 7.8%
126 positionsView →2025Q2Jun 30
$236M▲ 0.3%
120 positionsLocked2025Q1Mar 31
$236M▲ 1.5%
121 positionsLocked2024Q4Dec 31
$232M▼ 3.4%
121 positionsLocked2024Q3Sep 30
$241M▲ 3.8%
119 positionsLocked2024Q2Jun 30
$232M▼ 9.3%
115 positionsLocked2024Q1Mar 31
$255M▲ 5.7%
118 positionsLocked2023Q4Dec 31
$242M▲ 6.0%
115 positionsLocked2023Q3Sep 30
$228M▼ 1.8%
113 positionsLocked
Showing 12 of 52