CONFLUENCE INVESTMENT MANAGEMENT LLC Q2 2016 Filing

Filed July 26, 2016

Portfolio Value

$3.6B

Holdings

230

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (230 positions)

StockValue
Silver Wheaton Corp.
$393K
Manatuck Hill Mariner Offshore
$379K
RGLDRoyal Gold, Inc.
$371K
IVWS&P 500 Growth Index - iShares
$370K
FNYFirst Trust Mid Cap Growth Alp
$370K
BUDAnheuser-Busch InBev SA/NV
$354K
VWOVanguard MSCI Emerging Markets
$352K
EOGEOG Resources
$347K
VMCVulcan Materials Co.
$329K
PXDEURPioneer Natural Resources Co.
$307K
IJRS&P SmallCap 600 Index Fund -
$292K
SLVSilver Trust - iShares
$285K
FYCFirst Trust Small Cap Growth
$273K
AAALCOA, INC.
$272K
IWFRussell 1000 Growth Index Fund
$263K
IGSBiShares Barclays 1-3 Year Inve
$260K
PCHPotlatch Corp.
$243K
FRIFirst Trust S&P REIT
$242K
FNKFirst Trust Mid Cap Value Alph
$240K
AYS1Sandstorm Gold LTD
$240K
FMCFMC Corp.
$233K
Fifth Street Finance Corp.
$228K
VEIRXVanguard Equity-Income Admiral
$224K
VVisa, Inc. - A
$221K
Harvest Capital Credit Corp
$213K
Dow Chemical
$204K
HNRGHallador Energy Company
$177K
AGFirst Majestic Silver Corp.
$167K
United States Natural Gas Fund
$121K
Torex Gold Res Inc
$86K
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