CONFLUENCE INVESTMENT MANAGEMENT LLC Q2 2020 Filing

Filed July 1, 2020

Portfolio Value

$6.0B

Holdings

291

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (291 positions)

StockValue
TLTBarclays 20 Plus Year Treasury
$12.0M
IBDSiShares iBonds Dec 2027 Term C
$10.8M
Invesco BulletShares 2024
$10.8M
HXGBYHexagon AB
$10.8M
Invesco BulletShares 2022
$10.4M
AQLTiShares iBonds Dec 2023 Term T
$9.8M
DDDupont De Nemurs Inc
$9.7M
IBMSiShares iBonds Dec 2029 Term T
$9.2M
IBTGiShares iBonds Dec 2026 Term T
$9.2M
LQDiShares iBoxx Corporate Bond E
$8.9M
AQLTiShares iBonds Dec 2025 Term T
$7.9M
IBTEiShares iBonds Dec 2024 Term T
$7.9M
SPHQPowershares S&P 500 Quality Po
$7.9M
IIIVI3 Verticals Inc
$7.1M
CSCOCisco Systems, Inc.
$6.9M
GTESGates Industrial
$6.8M
BWINBRP Group
$6.7M
James River Group Holdings Ltd
$6.3M
VNQREIT Index - Vanguard
$6.2M
HTOSJW Group
$6.0M
TPVGTriplePoint Venture Growth BDC
$5.9M
KAIKadant Inc
$5.8M
SLYGS&P 600 Small Cap Growth - SPD
$5.8M
SPYS&P 500 - SPDR
$5.7M
GOODGladstone Commercial Corp.
$5.4M
IBMQiShares iBonds Dec 2028 Term M
$5.4M
ALNTAllied Motion Technologies Inc
$5.1M
RBCRBC Bearings Incorporated
$5.1M
EPCEdgewell Personal Care Company
$5.1M
JBTJohn Bean Technologies Corp.
$5.1M
NWNNorthwest Natural Holding Co
$4.9M
NMFCNew Mountain Finance Corp.
$4.8M
IBMPIshares Ibonds Dec 2027 Term M
$4.8M
HTGCHercules Technology Growth Cap
$4.7M
SLRCSolar Capital Ltd.
$4.6M
PAHCPhibro Animal Health Corp Clas
$4.4M
BMRCBank of Marin (CA)
$4.4M
TCP Capital Corp.
$4.3M
GBDCGolub Capital BDC Inc.
$4.2M
XLYConsumer Discret Select Sector
$4.2M
FWRDUSDForward Air Corp.
$4.2M
RCOResources Global Professionals
$4.1M
BBDCBarings BDC Inc
$4.1M
Neenah Paper Inc
$3.9M
RVNUXTrackers Municipal Infr REven
$3.8M
THRThermon Group Holdings Inc.
$3.8M
SLYVSPDR S&P 600 Small CapValue ET
$3.8M
VBTXVeritex Holdings
$3.8M
IBMOIshares Ibonds Dec 2026 Term M
$3.8M
IAUiShares iBonds Dec 2025 Term M
$3.8M
AQLTiShares iBonds Dec 2024 Term M
$3.7M
AQLTiShares Muni Bond 2023
$3.6M
iShares iBonds Dec 2022 AMT-Fr
$3.6M
MOVMovado Group Inc.
$3.5M
TSLXSixth Street Specialty Lending
$3.5M
XLCCommunication Services Select
$3.4M
MUBiShares National AMT-Free Muni
$3.4M
Natus Medical Inc.
$3.3M
MLMMartin Marietta Materials Inc.
$3.2M
XLKTechnology Select Sector SPDR
$3.2M
CTVACorteva Inc
$3.1M
IGLBiShares Long-Term Corporate Bo
$3.0M
GSBDGoldman Sachs BDC Inc.
$3.0M
VREXVarex Imaging Corp
$2.9M
SCMStellus Capital Investment
$2.9M
PNNTPennantPark Investment Corp.
$2.7M
TFISPDR Nuveen Barclays Capital M
$2.6M
PRFTUSDPerficient Inc
$2.4M
GOOGLAlphabet Inc. - Class A
$2.4M
FAROFaro Technologies Inc
$2.4M
ICLRIcon PLC
$2.1M
FNVFranco-Nevada Corp.
$2.1M
OFSOFS Capital Corp.
$2.1M
SHOPShopify Inc
$2.0M
BABAAlibaba Group Holding Ltd
$1.9M
ZTOZTO Express Cayman Inc
$1.9M
LVMUYLVMH Moet Hennessy Louis Vuitt
$1.8M
JJSFJ & J Snack Foods Corp
$1.7M
TWOTwo Harbors Investment Corp.
$1.7M
GSKGlaxoSmithKline Plc (Adr 1:2)
$1.7M
TCEHYTencent Holdings LTD
$1.6M
BKCCUSDBlackRock Kelso Capital Corp.
$1.6M
MAINMain Street Capital Corp.
$1.6M
SONYSony Corp. ADS
$1.6M
TSMTaiwan Semiconductor Manufactu
$1.5M
IEMGiShares Core MSCI Emerging Mar
$1.5M
NVONovo Nordisk A/S ADS
$1.4M
DSDVYDSV Panalpina
$1.4M
AAGIYAIA Group Ltd
$1.4M
WCNWaste Connections, INC.
$1.4M
BRK-BBerkshire Hathaway Inc. - Clas
$1.3M
IAUiShares iBonds Dec 2022 Term C
$1.3M
IBTHiShares iBonds Dec 2027 Term T
$1.2M
LRLCYL'Oreal SA
$1.2M
iShares iBonds Dec 2021 Term C
$1.2M
NMI1EURKirkland Lake Gold Ltd
$1.2M
CYBRCyberark Software Ltd
$1.2M
RIORio Tinto PLC
$1.2M
IBTIiShares iBonds Dec 2028 Term T
$1.2M
HYGHigh Yield Corporate Bond Fund
$1.2M
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