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Murphy Pohlad Asset Management LLC

CIK:0001569148
Investment Adviser
$485M AUM
120 holdings
Eden Prairie, MN, USA
Founded:2000
8 employees
Latest filing:Jun 30, 2025

Murphy Pohlad Asset Management LLC is a registered investment adviser headquartered in Eden Prairie, Minnesota. Founded in 2000, the firm is privately owned by John Murphy, Tom Pohlad, Aaron Banke, and Katherine Praschak. The team offers investment advisory, portfolio management, and planning services to individuals, families, trusts, foundations, and estates. As of 2025, the firm is known for its skilled and experienced professionals, operating as an independent, fee-only adviser with a strong client-centric approach.

Investment Strategy

Murphy Pohlad Asset Management LLC provides individualized, tailored investment management. Portfolios are constructed to meet each client’s objectives, guided by an investment policy statement collaboratively developed with clients. The firm primarily invests client portfolios in a diversified mix of common stocks, bonds, mutual funds, cash, and exchange traded funds, allocating assets based on each client's risk tolerance and investment goals. They offer both discretionary and non-discretionary services, emphasizing long-term growth, diversification, and responsive client service.

Latest 13F Filing Activity

Murphy Pohlad Asset Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 118 equity positions with a total 13F market value of $236M. The fund increased holdings in Cameco Corp., Microsoft Corp., Thermo Fisher Scientific Inc. among other positions. Murphy Pohlad Asset Management LLC reduced exposure to Berkshire Hathaway Inc. Del, Rio Tinto PLC, Travelers Companies Inc. among others.

Top Buys
C
CCJCAMECO CORP
+$2.3M
M
MSFTMICROSOFT CORP
+$1.4M
T
TMOTHERMO FISHER SCIENTIFIC INC
+$1.0M
A
ALVAUTOLIV INC
+$977.5K
V
VFCV F CORP
+$964.5K
Top Sells
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$1.3M
R
RIORIO TINTO PLC
-$1.0M
T
TRVTRAVELERS COMPANIES INC
-$991.5K
C
COPCONOCOPHILLIPS
-$692.6K
S
SLBSCHLUMBERGER LTD
-$670.8K

Top Holdings

T
TRVTRAVELERS COMPANIES INC
+3.7%$8.7M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+3.6%$8.4M
A
AEMAGNICO EAGLE MINES LTD
+2.8%$6.6M
C
CTVACORTEVA INC
+2.6%$6.1M
C
COPCONOCOPHILLIPS
+2.5%$6.0M

Equity Positions (118)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
TRAVELERS COMPANIES INC3.70%$8.7M32,695$174.01$267.54-$991.5K
BERKSHIRE HATHAWAY INC DEL3.57%$8.4M17,377$114.19$485.77-$1.3M
AGNICO EAGLE MINES LTD2.79%$6.6M55,487$54.89$118.93+$227.1K
CORTEVA INC2.56%$6.1M81,267$28.72$74.53+$816.8K
CONOCOPHILLIPS2.52%$6.0M66,399$53.88$89.74-$692.6K

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+9.2%
GOLD AND SILVER ORES
+5.9%
CRUDE PETROLEUM & NATURAL GAS
+4.6%
PETROLEUM REFINING
+4.3%
NATIONAL COMMERCIAL BANKS
+3.9%