Stock Taper

CONFLUENCE WEALTH SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
WEC Energy Group, Inc.WEC7.95K$927.99K
UnitedHealth Group IncorporatedUNH7.92K$3.29M
United Parcel Service, Inc.UPS7.89K$847.77K
Garmin Ltd.GRMN7.78K$1.85M
Shopify Inc.SHOP7.75K$884.44K
Accenture plcACN7.67K$953.74K
Qnity Electronics, Inc.Q7.57K$1.24M
Target CorporationTGT7.55K$986.54K
eBay Inc.EBAY7.49K$837.46K
Texas Instruments IncorporatedTXN7.43K$2.21M
Chipotle Mexican Grill, Inc.CMG7.34K$249.49K
Entergy CorporationETR7.33K$842.15K
Starbucks CorporationSBUX7.3K$746.5K
Coherent, Inc.COHR7.3K$2.88M
Advanced Micro Devices, Inc.AMD7.14K$4.15M
Central Securities Corp.CET7.03K$368.65K
Snap-on IncorporatedSNA6.94K$2.79M
Freeport-McMoRan Inc.FCX6.93K$436.08K
Citigroup Inc.C6.84K$957.19K
General Dynamics CorporationGD6.82K$2.42M