Murphy Pohlad Asset Management LLC
RIA/Wealth
Murphy Pohlad Asset Management LLC is a RIA/Wealth based in Goodyear, AZ led by Aaron Jeffrey Banke, reporting $577.9M in AUM as of Q3 2025 with AEM as the largest holding (4% allocation).
PresidentAaron Jeffrey Banke
- Portfolio Value
- $254.9M
- Positions
- 126
- Top Holding
- AEM at 3.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Murphy Pohlad Asset Management LLC's portfolio (26.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Gold Basic Materials | $9.3M | 3.63% | -$100.8K Sold | 0.01% 54.9K shares | |
Insurance - Property & Casualty Financial Services | $9.1M | 3.58% | -$2.8K Sold | 0.01% 32.7K shares | |
Insurance - Diversified Financial Services | $8.5M | 3.35% | -$193.6K Sold | 0.00% 17.0K shares | |
Medical - Devices Healthcare | $6.4M | 2.51% | +$33.3K Bought | 0.01% 67.1K shares | |
Oil & Gas Exploration & Production Energy | $6.4M | 2.49% | +$71.9K Bought | 0.01% 67.2K shares | |
Software - Infrastructure Technology | $6.0M | 2.36% | -$49.2K Sold | 0.00% 11.6K shares | |
Uranium Energy | $5.7M | 2.26% | -$140.0K Sold | 0.02% 68.6K shares | |
Gold Basic Materials | $5.5M | 2.17% | -$1.0K Sold | 0.04% 158.7K shares | |
Agricultural Inputs Basic Materials | $5.4M | 2.13% | -$64.2K Sold | 0.01% 80.3K shares | |
Household & Personal Products Consumer Defensive | $5.1M | 2.01% | — | 0.00% 33.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Murphy Pohlad Asset Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-69.85% |
Analytics
Portfolio insights and performance metrics for Murphy Pohlad Asset Management LLC
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