CONFLUENCE INVESTMENT MANAGEMENT LLC Q2 2024 Filing

Filed July 1, 2024

Portfolio Value

$6.9B

Holdings

299

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (299 positions)

StockValue
AGNC Investment Corp.
$1.0B
FSKFS KKR Capital Corp.
$1.0B
IBMPiShares iBonds Dec 2027 Term M
$1.0B
IAUiShares iBonds Dec 2025 Term M
$1.0B
ACNAccenture plc
$994.3M
SDZNYSandoz Group
$952.1M
ZURVYZurich Insurance Group A.G.
$947.7M
SAPSAP S.E.
$936.1M
CYBRCyberArk Software Ltd.
$911.0M
LRLCYL'Oreal S.A.
$906.1M
WTWWillis Towers Watson plc
$882.9M
OFSOFS Capital Corp.
$869.3M
DBS Group Holdings Ltd.
$856.5M
INGING Groep N.V.
$852.5M
ITOCYITOCHU Corp.
$841.1M
JJSFJ & J Snack Foods Corp.
$836.0M
TTENTotalEnergies S.E.
$821.4M
TRINTrinity Capital Inc.
$815.2M
WMMVYWal-Mart de Mexico S.A.B. de C
$802.5M
SCCOSouthern Copper Corp.
$782.2M
JBSSJohn B Sanfilippo & Son Inc.
$755.9M
LVMUYLVMH Moet Hennessy Louis Vuitt
$751.3M
NTDOYNintendo Co. Ltd.
$746.6M
SONYSony Group Corp.
$744.8M
FANGDiamondback Energy Inc.
$734.1M
MITSYMitsui & Co. Ltd.
$710.4M
CHGCYChugai Pharms Co. Ltd
$703.4M
BROBrown & Brown Inc.
$699.6M
HLNHaleon plc
$691.3M
BAE Systems plc
$681.9M
BNPQYBNP Paribas S.A.
$657.7M
Antofagasta PLC ADR
$657.3M
XOMExxon Mobil Corp.
$626.4M
SHOPShopify Inc.
$612.0M
EXEChesapeake Energy Corp.
$611.2M
FCXFreeport-McMoRan Inc.
$608.9M
WPMWheaton Precious Metals Corp.
$606.7M
ARAntero Resources Corp.
$603.6M
IAU*iShares Gold Trust ETF
$601.2M
SWN1EURSouthwestern Energy Co.
$598.4M
COPConocoPhillips
$595.6M
MMYTMakeMyTrip Ltd.
$582.6M
FNVFranco-Nevada Corp.
$577.1M
RGLDRoyal Gold Inc.
$559.2M
AXPAmerican Express Co.
$555.7M
SMCAYSMC Corp.
$544.6M
KMTUYKomatsu Ltd.
$544.5M
SEASeabridge Gold Inc.
$529.3M
CTRACoterra Energy Inc.
$528.6M
HESHess Corp.
$525.0M
IWDiShares Russell 1000 Value ETF
$522.4M
IUSViShares Core S&P US Value ETF
$499.0M
DMLDenison Mines Corp.
$483.8M
U6ZUranium Energy Corp.
$475.1M
CAECAE Inc.
$466.3M
WOPWoodside Energy Group Ltd.
$464.6M
GLNCYGlencore plc
$463.0M
VISTVista Energy S.A.B. de C.V.
$456.7M
AAAlcoa Corp.
$454.6M
NEMNewmont Mining Corp.
$454.5M
ABXBarrick Gold Corp.
$451.9M
RHHBYRoche Holding A.G.
$448.0M
BHPBHP Billiton Ltd.
$443.7M
PKXPOSCO Holdings Inc.
$422.0M
BACBank of America Corp.
$421.2M
MTRNMaterion Corp.
$388.8M
MLB1MercadoLibre Inc.
$366.5M
MOSMosaic Co.
$350.9M
FMXFomento Economico Mexicano S.A
$327.2M
CWCurtiss-Wright Corp.
$314.3M
KBKB Financial Group Inc.
$307.4M
ICICI Bank Ltd.
$304.5M
BSMWInvesco BulletShares 2032 Munc
$296.0M
BSSXInvesco Bulletshares 2033 Muni
$290.5M
IBMRiShares iBonds Dec 2029 Term M
$289.6M
GFIGold Fields Ltd.
$283.9M
RDYDr Reddy's Laboratories Ltd.
$277.8M
BSMUInvesco BulletShares 2030 Muni
$277.6M
IBMQiShares iBonds Dec 2028 Term M
$276.6M
GOOGLAlphabet Inc.
$275.2M
UI2Kemper Corp.
$265.2M
SQMSociedad Quimica y Minera de C
$255.8M
KOFCoca-Cola Femsa SAB de CV
$248.2M
TCEHYTencent Holdings Ltd.
$245.0M
SHGShinhan Financial Group Co. Lt
$235.8M
GBOOYGrupo Financiero Banorte S.A.B
$229.8M
SAFRYSafran S.A.
$217.6M
HDBHDFC Bank Ltd.
$217.2M
JPMJPMorgan Chase & Co.
$210.5M
COSTCostco Wholesale Corp.
$209.9M
A4SAmeriprise Financial Inc.
$205.1M
INFYInfosys Ltd.
$193.0M
YJ3AJBS S.A.
$179.1M
VLRSControladora Vuela Cia de Avia
$178.5M
ECEcopetrol S.A.
$170.6M
BWMXBetterware de Mexico SAPI de C
$160.5M
ARCOArcos Dorados Holdings Inc.
$152.8M
VALEVale S.A.
$146.5M
PAGSPagseguro Digital Ltd.
$122.1M
PTAIYPT Astra International Tbk
$120.8M
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