Stock Taper 
CONFLUENCE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amphenol Corporation | APH | 118.99K | $20.98M |
 MidCap Financial Investment Corporation | MFIC | 118.55K | $1.19M |
 The Procter & Gamble Company | PG | 116.82K | $17.13M |
 Alphabet Inc. | GOOG | 115.45K | $40.79M |
 The Walt Disney Company | DIS | 113.02K | $10.88M |
 Mitsubishi UFJ Financial Group, Inc. | MUFG | 106.72K | $2.12M |
 Haleon plc | HLN | 106.26K | $991.39K |
 Oaktree Specialty Lending Corporation | OCSL | 105.93K | $1.26M |
 Capital Southwest Corporation | CSWC | 95.36K | $2.27M |
 ResMed Inc. | RMD | 94.09K | $18.34M |
 Main Street Capital Corporation | MAIN | 93.49K | $4.85M |
 Thermo Fisher Scientific Inc. | TMO | 92.78K | $46.52M |
 Charles River Laboratories International, Inc. | CRL | 91.63K | $20.78M |
 Woodside Energy Group Ltd | WDS | 90.28K | $1.74M |
 Becton, Dickinson and Company | BDX | 89.9K | $13.6M |
 Hayward Holdings, Inc. | HAYW | 88.33K | $1.53M |
 Bain Capital Specialty Finance, Inc. | BCSF | 87.63K | $1.1M |
 Berkshire Hathaway Inc. | BRK-B | 86.57K | $43.32M |
 Ecolab Inc. | ECL | 83.58K | $23.29M |
 Marten Transport, Ltd. | MRTN | 75.26K | $1.31M |