Confluence Investment Management LLC - Q12026 Holdings

Confluence Investment Management LLC holds 283 stocks with a total portfolio value of $ 6.44B as of Q12026. In Q12026, Confluence Investment Management LLC added 18 new positions, increased stakes in 122 stocks, reduced 137 holdings, and fully exited 31 positions. The largest holding is Ishares 0-3 Month Treasury Bon (SGOV), representing 2.74% of the total portfolio.