Stock Taper 
CONFLUENCE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KB Financial Group Inc. | KB | 4.96K | $520.98K |
 UFP Technologies, Inc. | UFPT | 4.85K | $1.29M |
 MakeMyTrip Limited | MMYT | 4.68K | $249.4K |
 Vulcan Materials Company | VMC | 4.19K | $1.24M |
 Coca-Cola FEMSA, S.A.B. de C.V. | KOF | 3.79K | $402.48K |
 Fomento Económico Mexicano, S.A.B. de C.V. | FMX | 2.98K | $381.04K |
 Littelfuse, Inc. | LFUS | 2.81K | $1.28M |
 RBC Bearings Incorporated | RBC | 2.55K | $1.64M |
 Nebius Group N.V. | NBIS | 2.48K | $683.52K |
 American Express Company | AXP | 2.4K | $811.8K |
 Copa Holdings, S.A. | CPA | 2.2K | $342.56K |
 Baidu, Inc. | BIDU | 2.09K | $238.75K |
 ASML Holding N.V. | ASML | 1.44K | $2.86M |
 Waste Connections, Inc. | WCN | 1.24K | $207.36K |
 Curtiss-Wright Corporation | CW | 1.16K | $879K |
 NVIDIA Corporation | NVDA | 1.01K | $202.69K |
 Credicorp Ltd. | BAP | 946 | $368.54K |
 JPMorgan Chase & Co. | JPM | 653 | $213.75K |
 Ameriprise Financial, Inc. | AMP | 480 | $220.21K |
 MercadoLibre, Inc. | MELI | 149 | $252.91K |