Confluence Investment Management LLC - Q32026 Holdings

Confluence Investment Management LLC holds 294 stocks with a total portfolio value of $ 5.97B as of Q32026. In Q32026, Confluence Investment Management LLC added 22 new positions, increased stakes in 115 stocks, reduced 149 holdings, and fully exited 18 positions. The largest holding is Ishares 0-3 Month Treasury Bon (SGOV), representing 3.63% of the total portfolio.