CONFLUENCE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SYK | 226K | $83.68M |
 | TTC | 224K | $17.07M |
 | LOW | 224K | $56.27M |
 | ITW | 223K | $58.13M |
 | NXPI | 211K | $47.99M |
 | ACN | 209K | $51.60M |
 | APH | 208K | $25.77M |
 | MDT | 205K | $19.50M |
 | APD | 203K | $55.24M |
 | EXPD | 177K | $21.71M |
 | EOG | 173K | $19.36M |
 | HAYW | 166K | $2.51M |
 | MA | 162K | $92.13M |
 | MSFT | 162K | $83.79M |
 | FSK | 159K | $2.37M |
 | SPGI | 145K | $70.51M |
 | STZ | 144K | $19.33M |
 | MOV | 141K | $2.68M |
 | KN | 140K | $3.27M |
 | AOUT | 137K | $1.19M |
Stryker Corporation
SYK
Shares Held
226K
Value
$83.68M
The Toro Company
TTC
Shares Held
224K
Value
$17.07M
Lowe's Companies, Inc.
LOW
Shares Held
224K
Value
$56.27M
Illinois Tool Works Inc.
ITW
Shares Held
223K
Value
$58.13M
NXP Semiconductors N.V.
NXPI
Shares Held
211K
Value
$47.99M
Accenture plc
ACN
Shares Held
209K
Value
$51.60M
Amphenol Corporation
APH
Shares Held
208K
Value
$25.77M
Medtronic plc
MDT
Shares Held
205K
Value
$19.50M
Air Products and Chemicals, Inc.
APD
Shares Held
203K
Value
$55.24M
Expeditors International of Washington, Inc.
EXPD
Shares Held
177K
Value
$21.71M
EOG Resources, Inc.
EOG
Shares Held
173K
Value
$19.36M
Hayward Holdings, Inc.
HAYW
Shares Held
166K
Value
$2.51M
Mastercard Incorporated
MA
Shares Held
162K
Value
$92.13M
Microsoft Corporation
MSFT
Shares Held
162K
Value
$83.79M
FS KKR Capital Corp.
FSK
Shares Held
159K
Value
$2.37M
S&P Global Inc.
SPGI
Shares Held
145K
Value
$70.51M
Constellation Brands, Inc.
STZ
Shares Held
144K
Value
$19.33M
Movado Group, Inc.
MOV
Shares Held
141K
Value
$2.68M
Knowles Corporation
KN
Shares Held
140K
Value
$3.27M
American Outdoor Brands, Inc.
AOUT
Shares Held
137K
Value
$1.19M