CONFLUENCE INVESTMENT MANAGEMENT LLC Q2 2017 Filing

Filed July 11, 2017

Portfolio Value

$4.9T

Holdings

238

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (238 positions)

StockValue
MOAltria Group Inc.
$500K
QCOMQualcomm Inc.
$491K
Snyder's-Lance Inc.
$398K
KOThe Coca-Cola Company
$387K
IDV*Dow Jones U.S. Select Dividend
$362K
Manatuck Hill Mariner Offshore
$349K
IWDRussell 1000 Value Index - iSh
$346K
BROBrown & Brown Inc.
$340K
FNVFranco-Nevada Corp.
$325K
RGLDRoyal Gold, Inc.
$321K
ETFS Physical Platinum
$316K
BKCCUSDBlackRock Kelso Capital Corp.
$316K
EOGEOG Resources
$310K
VTIVanguard Total Stock Market
$288K
VMCVulcan Materials Co.
$276K
GAINGladstone Investment Corp.
$276K
BACBank of America Corp.
$268K
WPMWheaton Precious Metals Corp
$267K
AAAlcoa Corporation
$261K
WFCWells Fargo & Company
$259K
IJRS&P SmallCap 600 Index Fund -
$249K
USBUS Bancorp
$234K
PCHPotlatch Corp.
$234K
ABTAbbott Laboratories
$225K
IWFRussell 1000 Growth Index Fund
$221K
MDYSPDR S&P MidCap 400 ETF Trust
$221K
PXDEURPioneer Natural Resources Co.
$221K
Harvest Capital Credit Corp
$219K
KMBKimberly-Clark Corporation
$211K
SWN1EURSouthwestern Energy Co.
$210K
SLVSilver Trust - iShares
$203K
LLYEli Lilly & Co.
$202K
ACNAccenture PLC
$202K
COSTCostco Wholesale Corporation
$202K
Sabina Gold & Silver Co NPV
$185K
SEASeabridge Gold Inc.
$173K
CCOCameco Corp.
$149K
AGFirst Majestic Silver Corp.
$125K
BSXGFBelo Sun Mining Corp Com NPV
$115K
FVICHFFortuna Silver Mines Inc
$114K
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