CONFLUENCE INVESTMENT MANAGEMENT LLC Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$7.0T

Holdings

294

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (294 positions)

#StockSharesValue% PortfolioType
301
JJSFJ & J Snack Foods Corp.
703$67.6M0.00%
302
SPDR Portfolio S&P 500 Value E
521$28.8M0.00%
303
SPYGSPDR Portfolio S&P 500 Growth
255$26.6M0.00%
304
REGLProShares S&P MidCap 400 Divid
250$21.3M0.00%
305
MDYGSPDR S&P 400 Mid Cap Growth ET
228$20.8M0.00%
306
MDYVSPDR S&P 400 Mid Cap Value ETF
178$14.9M0.00%
307
SDYSPDR S&P Dividend ETF
57$8.0M0.00%
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