Stock Taper 
CONFLUENCE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Stryker Corporation | SYK | 212K | $66.75M |
 Sixth Street Specialty Lending, Inc. | TSLX | 211.95K | $3.64M |
 Air Products and Chemicals, Inc. | APD | 202.9K | $59.49M |
 Medtronic plc | MDT | 195.24K | $15.27M |
 Booking Holdings Inc. | BKNG | 194.76K | $34.71M |
 Illinois Tool Works Inc. | ITW | 193.03K | $52.21M |
 Lowe's Companies, Inc. | LOW | 192.87K | $42.53M |
 Ryan Specialty Holdings, Inc. | RYAN | 189K | $7.14M |
 Morningstar, Inc. | MORN | 166.26K | $25.94M |
 AptarGroup, Inc. | ATR | 160.94K | $20.15M |
 Constellation Brands, Inc. | STZ | 159.57K | $22.19M |
 EOG Resources, Inc. | EOG | 154.36K | $20.03M |
 NXP Semiconductors N.V. | NXPI | 151.37K | $42.54M |
 Expeditors International of Washington, Inc. | EXPD | 148.27K | $24.16M |
 Microsoft Corporation | MSFT | 142.89K | $53.3M |
 S&P Global Inc. | SPGI | 141.61K | $57.67M |
 Mastercard Incorporated | MA | 136.51K | $70.11M |
 Dollar Tree, Inc. | DLTR | 134.14K | $16.22M |
 Hagerty, Inc. | HGTY | 132.06K | $1.57M |
 Floor & Decor Holdings, Inc. | FND | 131.31K | $7.79M |