Stock Taper 
CONFLUENCE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Diageo plc | DEO | 776.94K | $62.45M |
 Masco Corporation | MAS | 768.68K | $62.55M |
 Chevron Corporation | CVX | 742.86K | $123.14M |
 The Hershey Company | HSY | 663.24K | $116.37M |
 Northern Trust Corporation | NTRS | 660.42K | $114.81M |
 The Progressive Corporation | PGR | 557.41K | $121.77M |
 Graco Inc. | GGG | 549.1K | $41.52M |
 Broadridge Financial Solutions, Inc. | BR | 523.34K | $71.67M |
 Carrier Global Corporation | CARR | 472.78K | $34.68M |
 Zoetis Inc. | ZTS | 465.45K | $33.45M |
 Chubb Limited | CB | 460.77K | $157M |
 Snap-on Incorporated | SNA | 417.13K | $167.85M |
 The TJX Companies, Inc. | TJX | 406.87K | $61.64M |
 Valvoline Inc. | VVV | 396.14K | $15.66M |
 New Jersey Resources Corporation | NJR | 387.61K | $21.72M |
 Brown & Brown, Inc. | BRO | 386.03K | $24.76M |
 Tripadvisor, Inc. | TRIP | 376.85K | $5.17M |
 Paycom Software, Inc. | PAYC | 374.39K | $47.05M |
 Vontier Corporation | VNT | 365.62K | $10.6M |
 RLI Corp. | RLI | 360.25K | $21.28M |