CONFLUENCE INVESTMENT MANAGEMENT LLC Q1 2017 Filing

Filed April 6, 2017

Portfolio Value

$4.5B

Holdings

235

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (235 positions)

StockValue
IDV*Dow Jones U.S. Select Dividend
$418K
CODICompass Diversified Holdings
$415K
Snyder's-Lance Inc.
$383K
EOGEOG Resources
$350K
Manatuck Hill Mariner Offshore
$347K
ETFS Physical Platinum
$343K
MOAltria Group Inc.
$342K
JPMJP Morgan Chase & Company
$337K
BROBrown & Brown Inc.
$329K
FNVFranco-Nevada Corp.
$309K
RGLDRoyal Gold, Inc.
$304K
Silver Wheaton Corp.
$295K
QCOMQualcomm Inc.
$278K
VMCVulcan Materials Co.
$277K
PXDEURPioneer Natural Resources Co.
$260K
HNRGHallador Energy Company
$259K
IVWS&P 500 Growth Index - iShares
$246K
IJRS&P SmallCap 600 Index Fund -
$246K
SLVSilver Trust - iShares
$240K
RSP Permian, Inc.
$238K
Parsley Energy Inc.
$236K
KOThe Coca-Cola Company
$232K
WFCWells Fargo & Company
$229K
XECEURCimarex Energy Co.
$228K
VTIVanguard Total Stock Market
$221K
Harvest Capital Credit Corp
$220K
MDYSPDR S&P MidCap 400 ETF Trust
$220K
PCHPotlatch Corp.
$211K
LLYEli Lilly & Co.
$206K
AYS1Sandstorm Gold Ltd.
$194K
CCOCameco Corp.
$191K
SWN1EURSouthwestern Energy Co.
$190K
Sabina Gold & Silver Co NPV
$146K
AGFirst Majestic Silver Corp.
$129K
FVICHFFortuna Silver Mines Inc
$127K
BSXGFBelo Sun Mining Corp Com NPV
$122K
MFINMedallion Financial Corp
$107K
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