Confluence Investment Management LLC - Q42025 Holdings

Confluence Investment Management LLC holds 296 stocks with a total portfolio value of $ 6.67B as of Q42025. In Q42025, Confluence Investment Management LLC added 15 new positions, increased stakes in 100 stocks, reduced 150 holdings, and fully exited 13 positions. The largest holding is Ishares 0-3 Month Treasury Bon (SGOV), representing 3.15% of the total portfolio.