StockDriftsStockDriftsTop 50 Murphy Pohlad Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TRV | TRAVELERS COMPANIES INC | 3.66% | 31.8K | $10.5M | -0.31%(-100) | $113.95(+219.89%) | 2026-06-30 | |
| INTC | INTEL CORP | 3.37% | 69.3K | $9.7M | -46.37%(-59.88K) | $36.31(+184.82%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.85% | 16.3K | $8.2M | -2.97%(-500) | $106.66(+370.03%) | 2026-06-30 | |
| AEM | AGNICO EAGLE MINES LTD | 2.48% | 45.9K | $7.1M | -0.16%(-75) | $52.60(+260.58%) | 2026-06-30 | |
| COP | CONOCOPHILLIPS | 2.46% | 67.9K | $7.1M | -0.77%(-525) | $56.75(+122.14%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.38% | 58.2K | $6.8M | -7.94%(-5.02K) | $45.43(+149.93%) | 2026-06-30 | |
| CTVA | CORTEVA INC | 2.2% | 74.6K | $6.3M | -0.27%(-200) | $29.03(+164.16%) | 2026-06-30 | |
| SLB | SLB LIMITED | 2.07% | 127.9K | $5.9M | +0.83%(+1.06K) | $37.41(+42.40%) | 2026-06-30 | |
| CCJ | CAMECO CORP | 2.04% | 57.4K | $5.9M | -1.03%(-600) | $21.80(+360.01%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 1.97% | 20.8K | $5.7M | -0.19%(-40) | $144.33(+107.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.29% | +23.50% | +3.82% | +20.63% |
| Top 20 Holdings Unweighted | +7.40% | +23.89% | +4.06% | +22.03% |
Murphy Pohlad Asset Management LLC reports $287.14M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are TRV (3.7%), INTC (3.4%) and BRK.B (2.9%). The top 20 holdings account for 42.77% of reported assets. Its disclosed equity book has returned +23.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Murphy Pohlad Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1569148). View Murphy Pohlad Asset Management LLC’s 13F filings on SEC