Stock Taper 
CONFLUENCE WEALTH SERVICES, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Allstate Corporation | ALL | 9.85K | $2.34M |
 Plains All American Pipeline, L.P. | PAA | 9.69K | $215.79K |
 Warner Bros. Discovery, Inc. | WBD | 9.57K | $255.06K |
 Valero Energy Corporation | VLO | 9.56K | $2.49M |
 Caterpillar Inc. | CAT | 9.42K | $10.03M |
 Cardinal Health, Inc. | CAH | 9.26K | $2.2M |
 Landstar System, Inc. | LSTR | 9.25K | $1.91M |
 Federated Hermes, Inc. | FHI | 9.16K | $505.87K |
 Wells Fargo & Company | WFC | 9.12K | $753.28K |
 Shell plc | SHEL | 8.8K | $682.59K |
 Stanley Black & Decker, Inc. | SWK | 8.78K | $826.63K |
 Tesla, Inc. | TSLA | 8.58K | $3.61M |
 Paychex, Inc. | PAYX | 8.45K | $831.06K |
 Phillips 66 | PSX | 8.39K | $1.42M |
 Applied Materials, Inc. | AMAT | 8.33K | $6.02M |
 American Express Company | AXP | 8.18K | $2.77M |
 The Williams Companies, Inc. | WMB | 8.14K | $604.98K |
 American Water Works Company, Inc. | AWK | 8.05K | $1.06M |
 The Clorox Company | CLX | 8.05K | $768.01K |
 Costco Wholesale Corporation | COST | 8.02K | $7.5M |