CONFLUENCE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KOF | 3K | $282.12K |
 | VMC | 3K | $913.63K |
 | FMX | 3K | $260.01K |
 | AXP | 2K | $797.18K |
 | BABA | 2K | $360.68K |
 | CPA | 2K | $223.38K |
 | BIDU | 2K | $229.28K |
 | ASML | 1K | $1.25M |
 | CW | 1K | $629.81K |
 | NVDA | 1K | $212.51K |
 | BAP | 862 | $229.53K |
 | JPM | 685 | $216.07K |
 | V | 586 | $200.05K |
 | AMP | 480 | $235.80K |
 | COST | 221 | $204.56K |
 | MELI | 124 | $289.78K |
 | BRK-A | 5 | $3.77M |
Coca-Cola FEMSA, S.A.B. de C.V.
KOF
Shares Held
3K
Value
$282.12K
Vulcan Materials Company
VMC
Shares Held
3K
Value
$913.63K
Fomento Económico Mexicano, S.A.B. de C.V.
FMX
Shares Held
3K
Value
$260.01K
American Express Company
AXP
Shares Held
2K
Value
$797.18K
Alibaba Group Holding Limited
BABA
Shares Held
2K
Value
$360.68K
Copa Holdings, S.A.
CPA
Shares Held
2K
Value
$223.38K
Baidu, Inc.
BIDU
Shares Held
2K
Value
$229.28K
ASML Holding N.V.
ASML
Shares Held
1K
Value
$1.25M
Curtiss-Wright Corporation
CW
Shares Held
1K
Value
$629.81K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$212.51K
Credicorp Ltd.
BAP
Shares Held
862
Value
$229.53K
JPMorgan Chase & Co.
JPM
Shares Held
685
Value
$216.07K
Visa Inc.
V
Shares Held
586
Value
$200.05K
Ameriprise Financial, Inc.
AMP
Shares Held
480
Value
$235.80K
Costco Wholesale Corporation
COST
Shares Held
221
Value
$204.56K
MercadoLibre, Inc.
MELI
Shares Held
124
Value
$289.78K
Berkshire Hathaway Inc.
BRK-A
Shares Held
5
Value
$3.77M