§ 13F · FUND PROFILE
Murphy Pohlad Asset Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $255M (13F)Positions · 126Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AEM | AGNICO EAGLE MINES LTD | 46K | $9M | 3.3% | −8% |
| 2 | TRV | TRAVELERS COMPANIES INC | 32K | $9M | 3.3% | −2% |
| 3 | COP | CONOCOPHILLIPS | 68K | $9M | 3.2% | ±0% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 17K | $8M | 2.9% | −1% |
| 5 | AGI | ALAMOS GOLD INC | 149K | $7M | 2.4% | −1% |
| 6 | SLB | SLB LIMITED | 127K | $7M | 2.3% | +2% |
| 7 | CCJ | CAMECO CORP | 58K | $6M | 2.3% | −11% |
| 8 | CTVA | CORTEVA INC | 75K | $6M | 2.2% | ±0% |
| 9 | APA | APA CORPORATION | 141K | $6M | 2.1% | +3% |
| 10 | DVN | DEVON ENERGY CORP NEW | 115K | $6M | 2.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MURPHY SIGNAL
AC read
Murphy Pohlad Asset Management LLC is a Other fund managing $255 million in assets. The fund runs a portfolio of 126 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed