SEC Form 13F

CONFLUENCE INVESTMENT MANAGEMENT LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-02
Reported value$6,400,354,292
Positions301

Largest disclosed positions

IssuerTickerClassReported valueReported amount
iShares 0-3 Month Treasury BonSGOVCOM$280,669,1532,788,012
Snap-on Inc.SNACOM$167,853,845417,132
Chubb Ltd.CBCOM$157,003,383460,772
Linde plcLINCOM$140,491,020270,727
WEC Energy Group Inc.WECCOM$139,111,8441,191,332
Fastenal Co.FASTCOM$135,912,3102,829,738
Entergy Corp.ETRCOM$132,849,8631,156,624
Lockheed Martin Corp.LMTCOM$131,734,746258,577
Southern Co.SOCOM$131,179,4611,370,593
Stanley Black & Decker Inc.SWKCOM$126,371,8381,342,667

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page