Stock Taper 
CONFLUENCE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CRH plc | CRH | 11.82K | $1.27M |
 Ero Copper Corp. | ERO | 11.43K | $305.07K |
 Expand Energy Corporation | EXE | 11.41K | $1.04M |
 Wheaton Precious Metals Corp. | WPM | 11.18K | $1.26M |
 J&J Snack Foods Corp. | JJSF | 10.97K | $805.58K |
 Exxon Mobil Corporation | XOM | 9.78K | $1.34M |
 Southern Copper Corporation | SCCO | 9.67K | $1.69M |
 Sea Limited | SE | 9.54K | $913.74K |
 Shopify Inc. | SHOP | 8.81K | $1.01M |
 Alibaba Group Holding Limited | BABA | 8.32K | $798.36K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 7.62K | $3.64M |
 Cavco Industries, Inc. | CVCO | 7.31K | $4.49M |
 H World Group Limited | HTHT | 6.86K | $285.99K |
 Franklin Electric Co., Inc. | FELE | 6.69K | $717.1K |
 Yum China Holdings, Inc. | YUMC | 6.39K | $261.36K |
 Shinhan Financial Group Co., Ltd. | SHG | 6.29K | $397.84K |
 Franco-Nevada Corporation | FNV | 6.17K | $1.29M |
 Royal Gold, Inc. | RGLD | 6.16K | $1.23M |
 SAP SE | SAP | 5.42K | $835.58K |
 Badger Meter, Inc. | BMI | 5.29K | $784.93K |