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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 $6,440,688,053
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares 0-3 Month Treasury Bon
 1,753,514 $176,508,734 2.74%
2.
Analog Devices Inc
 ADI 540,640 $171,999,165 2.67%
3.
Lockheed Martin Corp
 LMT 269,640 $162,968,034 2.53%
4.
Chevron Corp
 CVX 772,243 $159,777,005 2.48%
5.
Snap-On Inc
 SNA 435,896 $158,326,022 2.46%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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