CONFLUENCE INVESTMENT MANAGEMENT LLC Q3 2016 Filing

Filed November 4, 2016

Portfolio Value

$3.8T

Holdings

223

Report Date

Q3 2016

Filing Type

13F-HR

All Holdings (223 positions)

#StockSharesValue% PortfolioType
201
EOGEOG Resources
3,599$348.0M0.01%
202
RGLDRoyal Gold, Inc.
4,349$337.0M0.01%
203
FNVFranco-Nevada Corp.
4,724$330.0M0.01%
204
PXDEURPioneer Natural Resources Co.
1,699$315.0M0.01%
205
Dow Chemical
6,060$314.0M0.01%
206
IJRS&P SmallCap 600 Index Fund -
2,509$311.0M0.01%
207
IVES&P 500 Value Index - iShares
3,204$304.0M0.01%
208
VWOVanguard MSCI Emerging Markets
7,923$298.0M0.01%
209
VMCVulcan Materials Co.
2,308$262.0M0.01%
210
HNRGHallador Energy Company
32,281$254.0M0.01%
211
AAALCOA, INC.
24,905$253.0M0.01%
212
SLVSilver Trust - iShares
13,727$250.0M0.01%
213
PCHPotlatch Corp.
5,972$232.0M0.01%
214
VVisa, Inc. - A
2,798$231.0M0.01%
215
AYS1Sandstorm Gold LTD
45,349$228.0M0.01%
216
WTVWisdomTree LargeCap Value Fund
3,583$228.0M0.01%
217
VEIRXVanguard Equity-Income Admiral
3,294$219.0M0.01%
218
FMCFMC Corp.
4,271$206.0M0.01%
219
Harvest Capital Credit Corp
16,699$203.0M0.01%
220
FYCFirst Trust Small Cap Growth
5,955$201.0M0.01%
221
KOThe Coca-Cola Company
4,761$201.0M0.01%
222
AGFirst Majestic Silver Corp.
10,342$107.0M0.00%
223
Velocity Shares 3X Inv Natural
11,299$69.0M0.00%
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