CONFLUENCE INVESTMENT MANAGEMENT LLC Q2 2024 Filing

Filed July 1, 2024

Portfolio Value

$6.9B

Holdings

299

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (299 positions)

StockValue
PGRProgressive Corp.
$194.6M
CBChubb Ltd.
$153.6M
ADIAnalog Devices Inc.
$151.3M
PEPPepsiCo Inc.
$150.9M
LINLinde plc
$150.5M
LMTLockheed Martin Corp.
$149.0M
SNASnap-on Inc.
$144.5M
MSFTMicrosoft Corp.
$144.1M
SGOViShares 0-3 Month Treasury Bon
$135.9M
PAYXPaychex Inc.
$134.7M
CLColgate-Palmolive Co.
$133.8M
SOSouthern Co.
$132.3M
HSYHershey Co.
$132.0M
HDHome Depot Inc.
$129.2M
BRBroadridge Financial Solutions
$128.6M
WECWEC Energy Group Inc.
$120.3M
CLXClorox Co.
$120.3M
FNFFidelity National Financial In
$118.1M
CVXChevron Corp.
$117.8M
DEODiageo plc
$117.5M
TROWT. Rowe Price Group Inc.
$115.2M
FASTFastenal Co.
$108.9M
NTRSNorthern Trust Corp.
$97.2M
TJXTJX Cos. Inc.
$95.9M
KMIKinder Morgan Inc.
$90.3M
ETREntergy Corp.
$89.0M
DOWDow Inc.
$88.2M
UPSUnited Parcel Service Inc.
$88.0M
CSCOCisco Systems Inc.
$87.2M
SYKStryker Corp.
$87.1M
SPGIS&P Global Inc.
$83.6M
MAMastercard Inc.
$82.9M
ORCLOracle Corp.
$82.7M
GILDGilead Sciences Inc.
$82.5M
PIIPolaris Inc.
$80.9M
USBU.S. Bancorp
$79.1M
ARCCAres Capital Corp.
$78.6M
1939900DBrookfield Infrastructure Corp
$77.8M
GOOGAlphabet Inc.
$76.5M
WRBW. R. Berkley Corp.
$72.6M
MASMasco Corp.
$64.9M
BRK/BBerkshire Hathaway Inc. - B
$64.8M
SPMBSPDR Portfolio Mortgage Backed
$62.6M
RYNRayonier Inc.
$61.8M
MKLMarkel Corp. Inc.
$60.9M
NXPINXP Semiconductors N.V.
$59.6M
WYWeyerhaeuser Co.
$59.2M
GGGGraco Inc.
$57.7M
ITWIllinois Tool Works Inc.
$57.6M
LOWLowe's Cos. Inc.
$54.4M
SBUXStarbucks Corp.
$53.7M
BKNGBooking Holdings Inc.
$49.4M
BROBrown & Brown Inc.
$48.7M
TMOThermo Fisher Scientific Inc.
$47.6M
KEYSKeysight Technologies Inc.
$47.2M
XMHQInvesco S&P MidCap Quality ETF
$45.6M
HYBBiShares BB Rated Corporate Bon
$42.3M
DNBDun & Bradstreet Holdings Inc.
$37.8M
NDSNNordson Corp.
$36.3M
STZConstellation Brands
$36.2M
MLMMartin Marietta Materials Inc.
$35.4M
CALFPacer US Small Cap Cash Cows 1
$35.4M
IBTHiShares iBonds Dec 2027 Term T
$30.6M
SPDWSPDR Portfolio Developed World
$28.8M
ECLEcolab Inc.
$28.0M
GLDMSPDR Gold MiniShares Trust ETF
$27.9M
GDGeneral Dynamics Corp.
$25.8M
SHWSherwin-Williams Co.
$25.1M
APHAmphenol Corp.
$24.9M
RMEResMed Inc.
$24.6M
EOGEOG Resources Inc.
$24.3M
EXPDExpeditors International of Wa
$24.0M
DCIDonaldson Co. Inc.
$24.0M
APDAir Products and Chemicals Inc
$23.7M
PGProcter & Gamble Co.
$23.7M
VNTVontier Corp.
$22.9M
AOSA. O. Smith Corp.
$22.3M
PAYCPaycom Software Inc.
$21.9M
IBDRiShares iBonds Dec 2026 Term C
$21.7M
MCDMcDonald's Corp.
$21.6M
TTCToro Co.
$21.5M
SLYGSPDR S&P 600 Small Cap Growth
$20.3M
CRLCharles River Laboratories Int
$19.7M
NJRNew Jersey Resources Corp.
$19.6M
IBTGiShares iBonds Dec 2026 Term T
$19.6M
MORNMorningstar Inc.
$19.2M
BDXBecton Dickinson and Co.
$19.0M
AWCAmerican Water Works Co. Inc.
$18.9M
NSRGYNestle S.A.
$18.3M
IGSBiShares 1-5 Year Investment Gr
$18.1M
SPDR Portfolio S&P 500 Value E
$18.1M
SHYiShares 1-3 Year Treasury Bond
$18.0M
MBBiShares MBS ETF
$18.0M
GTESGates Industrial Corp. plc
$17.7M
NKENIKE Inc.
$17.3M
MDTMedtronic plc
$16.9M
MDYVSPDR S&P 400 Mid Cap Value ETF
$15.5M
MDYGSPDR S&P 400 Mid Cap Growth ET
$15.5M
SPYSPDR S&P 500 ETF
$15.1M
DLTRDollar Tree Inc.
$13.7M
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