Murphy Pohlad Asset Management LLC - Q2 2015 holdings

$133 Million is the total value of Murphy Pohlad Asset Management LLC's 87 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 100.0% .

 Value Shares↓ Weighting
TSM ExitTAIWAN SEMICONDUCTOR MFG LTDsponsored adr$0-8,906
-100.0%
-0.16%
SYY ExitSYSCO CORP$0-5,648
-100.0%
-0.16%
MRO ExitMARATHON OIL CORP$0-8,326
-100.0%
-0.17%
MUR ExitMURPHY OIL CORP$0-4,660
-100.0%
-0.17%
GNRC ExitGENERAC HLDGS INC$0-6,160
-100.0%
-0.23%
EOG ExitEOG RES INC$0-3,350
-100.0%
-0.24%
DVN ExitDEVON ENERGY CORP NEW$0-17,455
-100.0%
-0.81%
CHK ExitCHESAPEAKE ENERGY CORP$0-142,595
-100.0%
-1.55%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2015-07-21
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP42Q3 20234.4%
BERKSHIRE HATHAWAY INC DEL42Q3 20234.0%
BANK NEW YORK MELLON CORP42Q3 20233.9%
INTEL CORP42Q3 20233.7%
PROCTER & GAMBLE CO42Q3 20233.4%
FEDERATED INVS INC PA42Q3 20233.3%
EMERSON ELEC CO42Q3 20232.9%
PFIZER INC42Q3 20233.2%
AUTOLIV INC42Q3 20232.4%
UNITED PARCEL SERVICE INC42Q3 20232.6%

View Murphy Pohlad Asset Management LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-12
13F-HR2024-01-19
13F-HR2023-10-10
13F-HR2023-07-20
13F-HR2023-04-17
13F-HR2023-02-06
13F-HR2022-10-24
13F-HR2022-08-03
13F-HR2022-05-05
13F-HR2022-02-11

View Murphy Pohlad Asset Management LLC's complete filings history.

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