Confluence Investment Management LLC - Q22026 Holdings

Confluence Investment Management LLC holds 290 stocks with a total portfolio value of $ 6.4B as of Q22026. In Q22026, Confluence Investment Management LLC added 28 new positions, increased stakes in 109 stocks, reduced 146 holdings, and fully exited 21 positions. The largest holding is Ishares 0-3 Month Treasury Bon (SGOV), representing 4.39% of the total portfolio.