CONFLUENCE INVESTMENT MANAGEMENT LLC Q1 2025 Filing

Filed April 1, 2025

Portfolio Value

$6.9B

Holdings

294

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (294 positions)

StockValue
SGOViShares 0-3 Month Treasury Bon
$195.7M
SNASnap-on Inc.
$171.8M
CBChubb Ltd.
$168.6M
PAYXPaychex Inc.
$164.4M
PGRProgressive Corp.
$160.8M
WECWEC Energy Group Inc.
$157.4M
LINLinde plc
$150.1M
BRBroadridge Financial Solutions
$147.8M
SOSouthern Co.
$147.5M
FNFFidelity National Financial In
$143.7M
LMTLockheed Martin Corp.
$135.1M
PEPPepsiCo Inc.
$134.4M
HDHome Depot Inc.
$129.6M
FASTFastenal Co.
$128.8M
ADIAnalog Devices Inc.
$127.0M
DEODiageo plc
$124.2M
CLXClorox Co.
$123.8M
CLColgate-Palmolive Co.
$123.8M
CVXChevron Corp.
$122.8M
HSYHershey Co.
$119.6M
ETREntergy Corp.
$118.9M
KMIKinder Morgan Inc.
$110.7M
GILDGilead Sciences Inc.
$109.8M
NTRSNorthern Trust Corp.
$109.7M
CSCOCisco Systems Inc.
$108.4M
MAMastercard Inc.
$94.7M
WRBW. R. Berkley Corp.
$92.7M
SPMBSPDR Portfolio Mortgage Backed
$91.8M
SYKStryker Corp.
$88.2M
TROWT. Rowe Price Group Inc.
$88.0M
ARCCAres Capital Corp.
$83.7M
USBU.S. Bancorp
$81.0M
AWCAmerican Water Works Co. Inc.
$78.9M
BRK/BBerkshire Hathaway Inc. - B
$76.8M
PAYCPaycom Software Inc.
$76.7M
TJXTJX Co. Inc.
$76.3M
SPGIS&P Global Inc.
$76.0M
ORCLOracle Corp.
$74.9M
UPSUnited Parcel Service Inc.
$70.2M
MSFTMicrosoft Corp.
$62.9M
MASMasco Corp.
$62.2M
APDAir Products and Chemicals Inc
$60.9M
DOWDow Inc.
$60.7M
BROBrown & Brown Inc.
$60.4M
WYWeyerhaeuser Co.
$57.5M
GGGGraco Inc.
$57.1M
ITWIllinois Tool Works Inc.
$57.0M
LOWLowe's Co. Inc.
$53.1M
XMHQInvesco S&P MidCap Quality ETF
$50.1M
KEYSKeysight Technologies Inc.
$50.1M
GOOGAlphabet Inc.
$44.3M
BKNGBooking Holdings Inc.
$41.9M
TMOThermo Fisher Scientific Inc.
$41.3M
NXPINXP Semiconductors N.V.
$40.4M
ACGLArch Capital Group Ltd.
$38.5M
PIIPolaris Inc.
$37.8M
DNBDun & Bradstreet Holdings Inc.
$35.5M
MDYGSPDR S&P 400 Mid Cap Growth ET
$35.1M
HYBBiShares BB Rated Corporate Bon
$34.8M
SBUXStarbucks Corp.
$33.7M
NDSNNordson Corp.
$31.0M
MLMMartin Marietta Materials Inc.
$29.9M
GLDMSPDR Gold MiniShares Trust ETF
$29.1M
SPDR Portfolio S&P 500 Value E
$28.7M
ECLEcolab Inc.
$27.6M
MBBiShares MBS ETF
$27.3M
SPYGSPDR Portfolio S&P 500 Growth
$27.0M
SHWSherwin-Williams Co.
$26.9M
RMEResMed Inc.
$26.5M
STZConstellation Brands
$25.9M
MCDMcDonald's Corp.
$25.1M
TLHiShares Barclays 10-20 Year Tr
$25.0M
EOGEOG Resources Inc.
$23.6M
PGProcter & Gamble Co.
$23.3M
GDGeneral Dynamics Corp.
$23.0M
ZTSZoetis Inc.
$23.0M
APHAmphenol Corp.
$22.9M
EXPDExpeditors International of Wa
$22.2M
DLTRDollar Tree Inc.
$21.9M
AOSA. O. Smith Corp.
$21.6M
NJRNew Jersey Resources Corp.
$21.6M
SPYSPDR S&P 500 ETF
$21.5M
DCIDonaldson Co. Inc.
$21.4M
MDTMedtronic plc
$19.0M
BWINBaldwin Insurance Group Inc.
$18.9M
MDYVSPDR S&P 400 Mid Cap Value ETF
$18.8M
MORNMorningstar Inc.
$18.6M
GTESGates Industrial Corp. plc
$18.6M
BDXBecton Dickinson & Co.
$18.4M
XSHQInvesco S&P Small Cap Quality
$18.1M
VVVValvoline Inc.
$17.6M
BF/BBrown-Forman Corp. - B
$17.6M
IBTOiShares iBonds Dec 2033 Term T
$17.1M
IBTPiShares iBonds Dec 2034 Term T
$17.0M
TTCToro Co.
$16.5M
NKENIKE Inc.
$15.7M
CRLCharles River Laboratories Int
$14.5M
DISWalt Disney Co.
$13.6M
VNTVontier Corp.
$12.8M
JBTJBT Marel Corp.
$12.3M
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