Stock Taper 
CONFLUENCE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Trex Company, Inc. | TREX | 354.32K | $17.73M |
 Accenture plc | ACN | 341.85K | $42.54M |
 Stevanato Group S.p.A. | STVN | 335.49K | $6.06M |
 Arch Capital Group Ltd. | ACGL | 333.83K | $32.4M |
 Golub Capital BDC, Inc. | GBDC | 327.52K | $4.22M |
 A. O. Smith Corporation | AOS | 312.01K | $19.57M |
 The Home Depot, Inc. | HD | 311.26K | $109.78M |
 Barings BDC, Inc. | BBDC | 306.26K | $2.61M |
 Analog Devices, Inc. | ADI | 293.39K | $116.53M |
 Copart, Inc. | CPRT | 292.94K | $8.26M |
 Nordson Corporation | NDSN | 281.12K | $84.81M |
 NIKE, Inc. | NKE | 279.38K | $11.47M |
 New Mountain Finance Corporation | NMFC | 277.61K | $1.99M |
 Hercules Capital, Inc. | HTGC | 276.18K | $4.36M |
 Linde plc | LIN | 270.73K | $140.49M |
 Blue Owl Capital Corporation | OBDC | 263.32K | $2.86M |
 Lockheed Martin Corporation | LMT | 258.58K | $131.73M |
 Donaldson Company, Inc. | DCI | 247.29K | $22.2M |
 The Toro Company | TTC | 233.65K | $22.76M |
 i3 Verticals, Inc. | IIIV | 230.53K | $4.92M |