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CONFLUENCE INVESTMENT MANAGEMENT LLC

Q2 2026 13F filing

Updated 71 days ago

422 disclosed positions worth $6.4B

Portfolio value
$6.4B
Total holdings
422
New positions
29
Closed positions
22
Increased
109
Decreased
145
Turnover
12.1%
Filed
2026-07-01

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

iShares 0-3 Month Treasury Bon

+50898.8%
Value
$279.8M
Shares
2.78M
% Port
4.37%
S
2.SNA

Snap-on Inc.

+25938.5%
Value
$167.3M
Shares
415.8K
% Port
2.61%
C
3.CB

Chubb Ltd.

+24301.9%
Value
$156.5M
Shares
459.2K
% Port
2.44%
L
4.LIN

Linde plc

+25648.7%
Value
$140M
Shares
269.8K
% Port
2.19%
?
5.N/A

WEC Energy Group Inc.

+26126.8%
Value
$138.7M
Shares
1.19M
% Port
2.17%
F

Fastenal Co.

+26470.0%
Value
$135.5M
Shares
2.82M
% Port
2.12%
E
7.ETR

Entergy Corp.

+21787.1%
Value
$132.3M
Shares
1.15M
% Port
2.07%
L
8.LMT

Lockheed Martin Corp.

+26090.3%
Value
$131.3M
Shares
257.7K
% Port
2.05%
S

Southern Co.

+26771.4%
Value
$130.8M
Shares
1.37M
% Port
2.04%
?
10.N/A

Stanley Black & Decker Inc.

Value
$126.4M
Shares
1.34M
% Port
1.97%
C
11.CVX

Chevron Corp.

+28084.3%
Value
$122.8M
Shares
740.7K
% Port
1.92%
P
12.PGR

Progressive Corp.

+24770.8%
Value
$121.3M
Shares
555.4K
% Port
1.90%
C
13.CLX

Clorox Co.

+38469.1%
Value
$118.7M
Shares
1.24M
% Port
1.85%
?
14.N/A

Mondelez International Inc.

+26894.8%
Value
$117.9M
Shares
2.04M
% Port
1.84%
A
15.ADI

Analog Devices Inc.

+14900.8%
Value
$116.2M
Shares
292.5K
% Port
1.82%
H
16.HSY

Hershey Co.

+22517.0%
Value
$115.9M
Shares
660.6K
% Port
1.81%
N

Northern Trust Corp.

+23301.9%
Value
$114.4M
Shares
658.1K
% Port
1.79%
C
18.CL

Colgate-Palmolive Co.

+31070.7%
Value
$110.6M
Shares
1.21M
% Port
1.73%
H
19.HD

Home Depot Inc.

+27311.6%
Value
$109.4M
Shares
310.3K
% Port
1.71%
?
20.N/A

Kinder Morgan Inc.

+22709.9%
Value
$107.3M
Shares
3.36M
% Port
1.68%
T
21.TROW

T. Rowe Price Group Inc.

+29420.3%
Value
$106.2M
Shares
933.7K
% Port
1.66%
?
22.N/A

Gilead Sciences Inc.

+23945.7%
Value
$104.8M
Shares
829.6K
% Port
1.64%
U

U.S. Bancorp

+24224.9%
Value
$104.4M
Shares
1.73M
% Port
1.63%
?
24.N/A

American Water Works Co. Inc.

+26447.8%
Value
$102.3M
Shares
777.9K
% Port
1.60%
C
25.CSCO

Cisco Systems Inc.

+12574.2%
Value
$98.5M
Shares
838.8K
% Port
1.54%
P
26.PAYX

Paychex Inc.

+27936.9%
Value
$93.4M
Shares
949.6K
% Port
1.46%
?
27.N/A

Fidelity National Financial In

+22576.3%
Value
$89.7M
Shares
1.90M
% Port
1.40%
N
28.NDSN

Nordson Corp.

+35383.4%
Value
$84.6M
Shares
280.3K
% Port
1.32%
?
29.N/A

SPDR Portfolio Mortgage Backed

+974033.2%
Value
$75.2M
Shares
3.37M
% Port
1.17%
?
30.N/A

SPDR Portfolio Developed World

+126219.9%
Value
$74.7M
Shares
1.48M
% Port
1.17%
W

W. R. Berkley Corp.

+36605.3%
Value
$72.6M
Shares
1.03M
% Port
1.13%
?
32.N/A

Broadridge Financial Solutions

+19476.1%
Value
$71.3M
Shares
520.9K
% Port
1.11%
M
33.MA

Mastercard Inc.

+36102.7%
Value
$69.9M
Shares
136.1K
% Port
1.09%
?
34.N/A

SPDR Portfolio S&P 500 Growth

+107450.5%
Value
$68.2M
Shares
573.2K
% Port
1.07%
S
35.SYK

Stryker Corp.

+40397.1%
Value
$66.6M
Shares
211.4K
% Port
1.04%
?
36.N/A

SPDR Portfolio S&P 500 Value E

+252076.4%
Value
$63.6M
Shares
1.05M
% Port
0.99%
M
37.MAS

Masco Corp.

+78558.2%
Value
$62.5M
Shares
767.7K
% Port
0.98%
D

Diageo plc

+12113.3%
Value
$62.2M
Shares
773.3K
% Port
0.97%
?
39.N/A

TJX Co. Inc.

+32350.9%
Value
$61.5M
Shares
405.6K
% Port
0.96%
?
40.N/A

Air Products and Chemicals Inc

+77837.3%
Value
$59.4M
Shares
202.6K
% Port
0.93%
A
41.ARCC

Ares Capital Corp.

+1597.4%
Value
$58.7M
Shares
3.17M
% Port
0.92%
S
42.SPGI

S&P Global Inc.

+37751.5%
Value
$57.5M
Shares
141.2K
% Port
0.90%
H
43.HON

Honeywell International Inc.

Value
$53.6M
Shares
239.6K
% Port
0.84%
M
44.MSFT

Microsoft Corp.

+23083.4%
Value
$53.1M
Shares
142.3K
% Port
0.83%
H
45.HONA

Honeywell Aerospace Inc.

Value
$53.1M
Shares
240.1K
% Port
0.83%
I
46.ITW

Illinois Tool Works Inc.

+83364.5%
Value
$52.1M
Shares
192.8K
% Port
0.81%
?
47.N/A

Dow Inc.

+20633.7%
Value
$50.4M
Shares
1.84M
% Port
0.79%
?
48.N/A

Paycom Software Inc.

+18910.0%
Value
$46.8M
Shares
372.4K
% Port
0.73%
T
49.TMO

Thermo Fisher Scientific Inc.

+26840.5%
Value
$46.3M
Shares
92.4K
% Port
0.72%
?
50.N/A

Berkshire Hathaway Inc. - B

+23844.4%
Value
$43.1M
Shares
86.2K
% Port
0.67%