CONFLUENCE INVESTMENT MANAGEMENT LLC Q4 2016 Filing

Filed February 14, 2017

Portfolio Value

$4.1B

Holdings

235

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (235 positions)

StockValue
Dow Chemical
$447K
IWDRussell 1000 Value Index - iSh
$430K
EOGEOG Resources
$418K
IVES&P 500 Value Index - iShares
$381K
Manatuck Hill Mariner Offshore
$366K
ETFs Platinum Trust
$329K
VVisa, Inc. - A
$310K
HNRGHallador Energy Company
$297K
VMCVulcan Materials Co.
$289K
MOAltria Group Inc.
$284K
BUDAnheuser-Busch InBev SA/NV
$284K
FNVFranco-Nevada Corp.
$283K
RGLDRoyal Gold, Inc.
$276K
Silver Wheaton Corp.
$275K
WTVWisdomTree LargeCap Value Fund
$275K
XECEURCimarex Energy Co.
$261K
Parsley Energy Inc
$258K
RSP Permian Inc
$257K
PXDEURPioneer Natural Resources Co.
$254K
MFINMedallion Financial Corp
$252K
SWN1EURSouthwestern Energy Co.
$252K
NBL2EURNoble Energy Inc
$251K
CONSOL Energy Inc.
$247K
IJRS&P SmallCap 600 Index Fund -
$245K
FMCFMC Corp.
$242K
IVWS&P 500 Growth Index - iShares
$230K
Harvest Capital Credit Corp
$230K
AGGBarclays Aggregate Bond Fund -
$228K
WFCWells Fargo & Company
$227K
VEIRXVanguard Equity-Income Admiral
$221K
4I1Philip Morris International, I
$221K
AAPLApple Inc.
$201K
KOThe Coca-Cola Company
$201K
AYS1Sandstorm Gold LTD
$178K
CCOCameco Corp.
$129K
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