MURPHY POHLAD ASSET MANAGEMENT LLC
Q3 2026 Form 13-F
EDEN PRAIRIE, MINNESOTA
CIK 0001569148
· CRD 109973
· SEC-registered investment adviser
$287.7M Reported Value Total
MURPHY POHLAD ASSET MANAGEMENT LLC reports 320 total accounts under management (AUM). There are 319 discretionary accounts valued at $639,667,922, and 1 non-discretionary accounts valued at $48,030.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-01
Reported value
$287.7M
Quarter over quarter
+1.0%
Holdings
140
Top-10 concentration
24.8%
Key People
Form ADV owners & control persons
John Michael Murphy
INVESTMENT ADVISER REPRESENTATIVE AND MEMBER
Thomas Owen Pohlad
TREASURER, INVESTMENT ADVISER REPRESENTATIVE AND MEMBER
Katherine Maggie Praschak
CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND MEMBER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 22, 2026 |
| Form | 13F-HR |
| Reported value | $287.7M |
| Positions | 140 |
| Change in reported value | +0.2% |
| New positions | 11 |
| Exited positions | 6 |
| Position turnover | 11.6% |
| Top-10 concentration | 24.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 22, 2026
|
140 | $287.7M |
|
Q2 2026 13F
Filed Jul 21, 2026
|
135 | $287.1M |
|
Q1 2026 13F
Filed Apr 14, 2026
|
134 | $279.0M |
|
Q4 2025 13F
Filed Feb 9, 2026
|
125 | $260.4M |
|
Q3 2025 13F
Filed Nov 5, 2025
|
126 | $254.9M |
|
Q2 2025 13F
Filed Aug 4, 2025
|
120 | $236.3M |
|
Q1 2025 13F
Filed Apr 17, 2025
|
121 | $235.7M |
|
Q4 2024 13F
Filed Jan 23, 2025
|
121 | $232.2M |
|
Q3 2024 13F
Filed Oct 28, 2024
|
119 | $240.5M |
|
Q2 2024 13F
Filed Jul 17, 2024
|
115 | $231.8M |
|
Q1 2024 13F
Filed Apr 12, 2024
|
118 | $255.5M |
|
Q4 2023 13F
Filed Jan 19, 2024
|
115 | $241.7M |
|
Q3 2023 13F
Filed Oct 10, 2023
|
113 | $228.1M |
|
Q2 2023 13F
Filed Jul 20, 2023
|
112 | $232.2M |
|
Q1 2023 13F
Filed Apr 17, 2023
|
116 | $241.3M |
|
Q4 2022 13F
Filed Feb 6, 2023
|
116 | $244.4M |
|
Q3 2022 13F
Filed Oct 24, 2022
|
115 | $216.1M |
|
Q2 2022 13F
Filed Aug 3, 2022
|
112 | $228.0M |
|
Q1 2022 13F
Filed May 5, 2022
|
111 | $248.1M |
|
Q4 2021 13F
Filed Feb 11, 2022
|
112 | $254.3M |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TRV TRAVELERS COMPANIES INC | $10.8M | 3.76% |
| 2 | AEM AGNICO EAGLE MINES LTD | $8.3M | 2.89% |
| 3 | COP CONOCOPHILLIPS | $8.2M | 2.84% |
| 4 | BRK-B BERKSHIRE HATHAWAY INC DEL | $7.9M | 2.73% |
| 5 | INTC INTEL CORP | $7.4M | 2.56% |
| 6 | SLB SLB LIMITED | $6.2M | 2.14% |
| 7 | CTVA CORTEVA INC | $5.8M | 2.0% |
| 8 | MDT MEDTRONIC PLC | $5.7M | 1.99% |
| 9 | EMR EMERSON ELEC CO | $5.6M | 1.94% |
| 10 | MSFT MICROSOFT CORP | $5.6M | 1.94% |
| 11 | APA APA CORPORATION | $5.5M | 1.92% |
| 12 | UNP UNION PAC CORP | $5.4M | 1.89% |
| 13 | CSCO CISCO SYS INC | $5.3M | 1.83% |
| 14 | BK BANK OF NY MELLON CORP | $5.2M | 1.82% |
| 15 | CVX CHEVRON CORPORATION | $5.2M | 1.82% |
| 16 | DVN DEVON ENERGY CORP NEW | $5.2M | 1.82% |
| 17 | AAPL APPLE INC | $5.1M | 1.76% |
| 18 | CCJ CAMECO CORP | $4.8M | 1.68% |
| 19 | AGI ALAMOS GOLD INC | $4.8M | 1.67% |
| 20 | GOOG ALPHABET INC | $4.7M | 1.65% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.