Murphy Pohlad Asset Management LLC

Q3 2026 13F-HR Holdings

Location
Eden Prairie, MN
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$287,668
Net value change ($000)
+525 (0.2%)
New positions
11
Sold out positions
6
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACN 1,998 NEW
MSFT 1,410 33.9%
CRM 1,407 NEW
AEM 1,194 16.8%
COP 1,102 15.6%
BSX 1,100 NEW
KHC 1,024 NEW
ADSK 1,013 NEW
CVX 951 22.2%
APA 947 20.6%
Top Reduces (Value $000, Stocks/ETFs)
INTC -2,300 -23.8%
CSCO -1,568 -22.9%
AMRZ -1,550 -47.7%
CMI -1,479 -29.6%
KIM -1,057 -24.2%
CCJ -1,009 -17.2%
NKE -964 -49.3%
UPS -792 -16.0%
VFC -788 -17.1%
MAC -723 -22.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type