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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 $5,967,592,942
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares 0-3 Month Treasury Bon
 2,152,535 $216,717,283 3.63%
2.
Chevron Corp
 CVX 707,297 $144,437,137 2.42%
3.
Chubb Ltd
 CB 433,925 $141,134,050 2.37%
4.
Zoetis Inc.
 ZTS 1,864,087 $130,169,165 2.18%
5.
Lockheed Martin Corp
 LMT 246,632 $125,597,658 2.1%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.