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Home > Institutional Investor > Confluence Investment Management Llc > Profile

Instuitional Investor - Confluence Investment Management Llc

Fund Profile
Filing Period:
Fund Name: Confluence Investment Management Llc
Portfolio Value $6,673,836,873
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares 0-3 Month Treasury Bon
 2,091,242 $209,918,941 3.15%
2.
Snap-On Inc
 SNA 469,309 $161,724,013 2.42%
3.
Chubb Ltd
 CB 511,021 $159,499,744 2.39%
4.
Analog Devices Inc
 ADI 585,879 $158,890,380 2.38%
5.
Northern Trust Corp
 NTRS 1,103,103 $150,672,906 2.26%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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