CONFLUENCE INVESTMENT MANAGEMENT LLC - Portfolio overview

CONFLUENCE INVESTMENT MANAGEMENT LLC has 295 reported holdings in this dataset, with the latest filing dated 2026-04-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. ADI - Analog Devices Inc., 4.23%
2. LMT - Lockheed Martin Corp., 4.01%
3. SNA - Snap-on Inc., 3.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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