§ 13F · FUND PROFILE
Murphy Pohlad Asset Management LLC.
AUM · $287M (13F)Positions · 135Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TRV | TRAVELERS COMPANIES INC | 32K | $11M | 3.7% | ±0% |
| 2 | INTC | INTEL CORP | 69K | $10M | 3.4% | −46% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 16K | $8M | 2.8% | −3% |
| 4 | AEM | AGNICO EAGLE MINES LTD | 46K | $7M | 2.5% | ±0% |
| 5 | COP | CONOCOPHILLIPS | 68K | $7M | 2.5% | −1% |
| 6 | CSCO | CISCO SYS INC | 58K | $7M | 2.4% | −8% |
| 7 | CTVA | CORTEVA INC | 75K | $6M | 2.2% | ±0% |
| 8 | SLB | SLB LIMITED | 128K | $6M | 2.1% | +1% |
| 9 | CCJ | CAMECO CORP | 57K | $6M | 2.0% | −1% |
| 10 | UNP | UNION PAC CORP | 21K | $6M | 2.0% | ±0% |
§ 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 $287 million in assets. The fund runs a portfolio of 135 positions.
Read the full dossier →