Murphy Pohlad Asset Management LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

The second quarter of 2023 has come to an end, and it's time to analyze the 13F holdings of various companies to see how they have fared in comparison to the third quarter. These holdings provide valuable insights into the investment decisions made by fund managers and can give us a glimpse into the trends and market movements.

Let's take a look at some of the key changes in the holdings of Murphy Pohlad Asset Management LLC, highlighting the companies that have seen significant shifts in their positions. Please note that the data mentioned is for informational purposes only and should not be considered as investment advice.

1. BERKSHIRE HATHAWAY INC DEL (BRK-B)

- Q2 2023 (SHARES): 26,360

- Q3 2023 (SHARES): 25,925

- Q2 2023 VALUE ($000): 8,988

- Q3 2023 VALUE ($000): 9,081

- CHANGE (%): 1%

Berkshire Hathaway Inc is one of the largest conglomerates in the world, led by renowned investor Warren Buffett. Despite a slight decrease in shares, the value of the holding remained relatively stable.

2. CONOCOPHILLIPS (COP)

- Q2 2023 (SHARES): 67,111

- Q3 2023 (SHARES): 65,036

- Q2 2023 VALUE ($000): 6,953

- Q3 2023 VALUE ($000): 7,791

- CHANGE (%): 12.1

ConocoPhillips, an American multinational energy corporation, saw a decrease in shares held by Murphy Pohlad Asset Management LLC. However, there was a significant increase in the value of the holding, indicating a positive outlook for the company.

3. INTEL CORP (INTC)

- Q2 2023 (SHARES): 180,345

- Q3 2023 (SHARES): 187,040

- Q2 2023 VALUE ($000): 6,030

- Q3 2023 VALUE ($000): 6,649

- CHANGE (%): 10.3

Intel Corp, a leading semiconductor chip manufacturer, witnessed an increase in both shares and value of the holding. This suggests that Murphy Pohlad Asset Management LLC has confidence in Intel's future prospects.

4. MICROSOFT CORP (MSFT)

- Q2 2023 (SHARES): 21,017

- Q3 2023 (SHARES): 19,494

- Q2 2023 VALUE ($000): 7,157

- Q3 2023 VALUE ($000): 6,155

- CHANGE (%): -14

Microsoft Corp, a tech giant, experienced a decrease in both shares and value of the holding. This could be due to various factors, such as changes in the company's fundamentals or market conditions.

5. TRAVELERS COMPANIES INC (TRV)

- Q2 2023 (SHARES): 36,525

- Q3 2023 (SHARES): 36,965

- Q2 2023 VALUE ($000): 6,342

- Q3 2023 VALUE ($000): 6,036

- CHANGE (%): -4.8

Travelers Companies Inc, an insurance company, observed a slight increase in the number of shares held but a decrease in the value. This could indicate a cautious approach towards the company's performance.

These are just a few examples of the changes in holdings of various companies. The full list encompasses a wide range of industries, including technology, finance, healthcare, and more. Analyzing these holdings provides valuable insights into the investment strategies of Murphy Pohlad Asset Management LLC and can be leveraged by investors to make informed decisions.

It is important to note that while 13F filings provide transparency, they may not capture all the investment activities of a fund manager. Investors should conduct thorough research and analysis before making any investment decisions.

In conclusion, the comparison between the second and third quarter 13F holdings of Murphy Pohlad Asset Management LLC reveals both positive and negative changes in the holdings of various companies. These changes can potentially signal shifts in investor sentiment and highlight emerging trends in the marketplace. As always, it is crucial to conduct thorough research and analysis before making any investment decisions.