CONFLUENCE INVESTMENT MANAGEMENT LLC Q1 2023 Filing

Filed April 4, 2023

Portfolio Value

$6.8B

Holdings

301

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (301 positions)

#StockSharesValue% PortfolioType
201
INFYInfosys Ltd.
49,784$868.2B12789.39%
202
DBS Group Holdings Ltd.
8,579$851.7B12546.49%
203
SONYSony Group Corp.
9,270$840.3B12378.34%
204
WTWWillis Towers Watson plc
3,586$833.3B12275.08%
205
JJSFJ & J Snack Foods Corp.
5,558$823.8B12135.02%
206
IAU*iShares Gold Trust ETF
21,639$808.6B11911.74%
207
NLYAnnaly Capital Management Inc.
41,898$800.7B11794.20%
208
TRINTrinity Capital Inc.
56,531$719.6B10600.60%
209
MUBiShares National Muni Bond ETF
6,601$711.2B10476.15%
210
CNHCNH Industrial N.V.
45,765$698.8B10294.09%
211
TTENTotalEnergies S.E.
11,813$697.6B10275.32%
212
LZAGYLonza Group
11,543$691.7B10188.40%
213
FFC0Oaktree Specialty Lending Corp
36,330$681.9B10044.88%
214
UOVEYUnited Overseas Bank Ltd.
15,027$672.7B9909.36%
215
WOPWoodside Energy Group Ltd.
29,494$661.5B9744.91%
216
WPMWheaton Precious Metals Corp.
13,677$658.7B9702.69%
217
APTVAptiv plc
5,864$657.9B9690.88%
218
BNPQYBNP Paribas S.A.
20,903$626.9B9234.53%
219
INGING Groep N.V.
50,914$604.3B8902.31%
220
SAPSAP S.E.
4,749$601.0B8852.77%
221
SMCAYSMC Corp.
22,907$600.9B8852.13%
222
CCOCameco Corp.
22,906$599.4B8829.99%
223
BACBank of America Corp.
20,789$594.6B8758.19%
224
SCCOSouthern Copper Corp.
7,486$570.8B8408.23%
225
CAECAE Inc.
24,398$552.1B8133.06%
226
RGLDRoyal Gold Inc.
4,208$545.8B8040.16%
227
XOMExxon Mobil Corp.
4,912$538.6B7934.54%
228
PFXPhenixFIN Corp.
14,551$531.3B7825.58%
229
COPConocoPhillips
5,227$518.6B7638.77%
230
PAASPan American Silver Corporatio
27,727$504.6B7433.43%
231
EXEChesapeake Energy Corp.
6,596$501.6B7388.19%
232
NTDOYNintendo Co. Ltd.
50,842$490.0B7218.13%
233
FANGDiamondback Energy Inc.
3,615$488.6B7197.87%
234
MITSYMITSUI & CO LTD-SPONS ADR
788$487.4B7179.62%
235
FCXFreeport-McMoRan Inc.
11,735$480.1B7071.76%
236
SEASeabridge Gold Inc.
36,001$466.2B6867.51%
237
KMTUYKomatsu Ltd.
18,801$462.9B6818.98%
238
CTRACoterra Energy Inc.
18,797$461.3B6794.71%
239
MOSMosaic Co.
9,929$455.5B6710.34%
240
NEMNewmont Mining Corp.
9,271$454.5B6694.44%
241
Antofagasta PLC ADR
23,047$450.5B6636.48%
242
PXDEURPioneer Natural Resources Co.
2,169$443.0B6525.53%
243
RHHBYRoche Holding A.G.
12,357$441.2B6499.34%
244
NVDANVIDIA Corp.
1,585$440.3B6485.29%
245
SWN1EURSouthwestern Energy Co.
87,965$439.8B6478.81%
246
ABXBarrick Gold Corp.
23,655$439.3B6470.59%
247
BHPBHP Billiton Limited - ADR
6,911$438.2B6455.27%
248
SHOPShopify Inc.
9,101$436.3B6426.91%
249
GLNCYGlencore plc
36,594$420.4B6193.08%
250
MTRNMaterion Corp.
3,586$416.0B6127.50%
251
VISTVista Energy S.A.B. de C.V.
20,042$396.6B5842.54%
252
AXPAmerican Express Co.
2,400$395.9B5831.48%
253
ARAntero Resources Corp
16,711$385.9B5683.83%
254
AAAlcoa Corp.
9,024$384.1B5657.38%
255
VLRSControladora Vuela Cia de Avia
30,597$380.6B5606.79%
256
SHMSPDR Nuveen Barclays Capital S
7,911$376.2B5541.11%
257
SQMSociedad Quimica y Minera de C
4,481$363.2B5350.53%
258
Manatuck Hill Mariner Offshore
1,838$354.8B5225.95%
259
MLB1MercadoLibre Inc.
269$354.6B5222.79%
260
COSTCostco Wholesale Corp.
674$334.9B4933.07%
261
FMXFomento Economico Mexicano S.A
3,441$327.6B4825.23%
262
GOOGLAlphabet Inc.
3,115$323.1B4759.68%
263
WNSNWNS Holdings Ltd.
3,450$321.4B4734.89%
264
VVisa Inc.
1,423$320.8B4725.96%
265
ZTOZTO Express Cayman Inc.
10,707$306.9B4520.22%
266
BSMYInvesco BulletShares 2031 Muni
14,326$306.8B4520.01%
267
BSMUInvesco BulletShares 2030 Muni
13,781$306.4B4512.69%
268
BSMTInvesco BulletShares 2029 Muni
13,099$306.3B4512.63%
269
IBMQiShares iBonds Dec 2028 Term M
11,965$306.3B4511.99%
270
AQLTiShares iBonds Dec 2024 Term M
11,706$302.8B4460.87%
271
AQLTiShares iBonds Dec 2023 Term M
11,900$302.6B4457.67%
272
GFIGold Fields Ltd.
22,586$300.8B4431.59%
273
TCEHYTencent Holdings Ltd.
6,031$296.4B4366.18%
274
YUMCYum China Holdings Inc.
4,612$292.4B4306.60%
275
XNGSYENN Energy Holdings Ltd.
5,194$284.8B4194.88%
276
HTHTH World Group Ltd.
5,658$277.1B4082.23%
277
DMLDenison Mines Corp.
251,014$273.6B4030.32%
278
MMYTMakeMyTrip Ltd.
11,012$269.5B3969.32%
279
ICICI Bank Ltd.
12,232$264.0B3888.34%
280
GBOOYGrupo Financiero Banorte S.A.B
6,272$263.5B3881.64%
281
HDBHDFC Bank Ltd.
3,902$260.1B3832.06%
282
LZRFYLocaliza Rent a Car S.A.
24,729$259.7B3825.55%
283
GQ9SPDR Gold Shares ETF
1,365$250.1B3684.00%
284
UI2Kemper Corp.
4,470$244.3B3599.08%
285
RDYDr Reddy's Laboratories Ltd.
4,279$243.6B3588.37%
286
U6ZUranium Energy Corp.
82,948$238.9B3518.95%
287
VALEVale S.A.
15,015$236.9B3490.18%
288
JPMJPMorgan Chase & Co.
1,798$234.3B3451.29%
289
BIDUNBaidu Inc.
1,552$234.2B3450.28%
290
AAGIYAIA Group Ltd.
5,513$232.2B3420.11%
291
KBKB Financial Group Inc.
6,089$221.7B3266.43%
292
HONHoneywell International Inc.
1,138$217.5B3203.79%
293
WXXWYWuxi Biologics Cayman Inc.
17,532$217.1B3197.69%
294
CWCurtiss-Wright Corp.
1,160$204.5B3011.81%
295
AAPLApple Inc.
1,237$204.0B3004.73%
296
PTAIYPT Astra International Tbk
24,709$197.7B2912.88%
297
ASAIYSendas Distribuidora S.A.
12,155$187.2B2757.34%
298
ECEcopetrol S.A.
16,482$174.1B2563.83%
299
CFRUYCie Financiere Richemont S.A.
10,654$170.2B2506.45%
300
C1B2Cia Brasileira de Distribuicao
55,417$162.9B2399.97%
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