Stock Taper 
CONFLUENCE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kinder Morgan, Inc. | KMI | 3.37M | $107.7M |
 Ares Capital Corporation | ARCC | 3.37M | $62.4M |
 Fastenal Company | FAST | 2.83M | $135.91M |
 Mondelez International, Inc. | MDLZ | 2.04M | $118.24M |
 Fidelity National Financial, Inc. | FNF | 1.91M | $90.02M |
 Dow Inc. | DOW | 1.85M | $50.63M |
 U.S. Bancorp | USB | 1.73M | $104.79M |
 The Southern Company | SO | 1.37M | $131.18M |
 Stanley Black & Decker, Inc. | SWK | 1.35M | $126.91M |
 The Clorox Company | CLX | 1.25M | $119.08M |
 Colgate-Palmolive Company | CL | 1.21M | $110.88M |
 WEC Energy Group, Inc. | WEC | 1.19M | $139.11M |
 Entergy Corporation | ETR | 1.16M | $132.85M |
 Brown-Forman Corporation | BF-B | 1.15M | $30.7M |
 W. R. Berkley Corporation | WRB | 1.03M | $72.77M |
 Paychex, Inc. | PAYX | 952.42K | $93.65M |
 T. Rowe Price Group, Inc. | TROW | 936.41K | $106.46M |
 Cisco Systems, Inc. | CSCO | 841.79K | $98.88M |
 Gilead Sciences, Inc. | GILD | 832.63K | $105.19M |
 American Water Works Company, Inc. | AWK | 780.31K | $102.67M |