Murphy Pohlad Asset Management
Murphy Pohlad Asset Management reported 140 stocks worth $288M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are TRV (3.8%), AEM (2.9%) and COP (2.8%). Compared with Q2 2026, the fund opened new positions in ACN, CRM and BSX, added to MDT, EMR and VSNT, trimmed TRV, AEM and COP and sold out of XOM, LRCX and VYM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TRV Travelers Cos Inc | $10.8M | 3.8% | 30K | −1,534 (−5%) | 8 of 8 | |
| 2 |  AEM Agnico Eagle Mines Ltd F | $8.3M | 2.9% | 45K | −525 (−1%) | 8 of 8 | |
| 3 |  COP Conocophillips | $8.2M | 2.8% | 65K | −2,690 (−4%) | 8 of 8 | |
| 4 |  BRK.B Berkshire Hathaway Inc Del | $7.9M | 2.7% | 16K | −540 (−3%) | 8 of 8 | |
| 5 |  INTC Intel Corp | $7.4M | 2.6% | 61K | −7,956 (−11%) | 8 of 8 | |
| 6 |  SLB Slb Limited | $6.2M | 2.1% | 126K | −1,651 (−1%) | 8 of 8 | |
| 7 |  CTVA Corteva Inc | $5.8M | 2.0% | 74K | −350 (−0%) | 8 of 8 | |
| 8 |  MDT Medtronic PLC F | $5.7M | 2.0% | 66K | +2,081 (+3%) | 8 of 8 | |
| 9 |  EMR Emerson Electric | $5.6M | 1.9% | 36K | +175 (+0%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $5.6M | 1.9% | 11K | −292 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $588K | 4,299 |
 LRCX Lam Research Corp | $230K | 530 |
 VYM Vanguard Whitehall Fds | $215K | 1,362 |
 LEE Lee Enterprises Inc | $92K | 10K |
OSISKO DEVELOPMENT CORP | $39K | 16K |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Murphy Pohlad Asset Management 13F FAQ
What does Murphy Pohlad Asset Management own?
Murphy Pohlad Asset Management reported 140 stocks worth $288M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are TRV (3.8%), AEM (2.9%) and COP (2.8%). The table above lists every position in the filing (the top 10 without an account).
What did Murphy Pohlad Asset Management buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 28 added to, 81 trimmed and 6 sold out. New positions include ACN, CRM and BSX. It sold all of XOM, LRCX and VYM.
When will Murphy Pohlad Asset Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Murphy Pohlad Asset Management's portfolio worth?
The Q3 2026 filing reports $288M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.