Long-term investor

Confluence Investment Management LLC @confluenceinvestmentmana

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001442056).

Record

  • Tracked since 2025-06-30 (431 days), 91 trades recorded
  • Returns: week n/a · month n/a · 90 days +2.9% · 6 months +2.2% · 1 year +4.6% · all +4.6%
  • Max drawdown -2.1% · Sharpe -0.15 · win rate 27% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46436E718 · 4.4% · long · since 2025-06-30
  • SNA · 2.6% · long · since 2025-06-30
  • CB · 2.5% · long · since 2025-06-30
  • LIN · 2.2% · long · since 2025-06-30
  • WEC · 2.2% · long · since 2025-06-30
  • FAST · 2.1% · long · since 2025-06-30
  • ETR · 2.1% · long · since 2025-06-30
  • LMT · 2.1% · long · since 2025-06-30
  • SO · 2.0% · long · since 2025-06-30
  • SWK · 2.0% · long · since 2026-06-30
  • CVX · 1.9% · long · since 2025-06-30
  • PGR · 1.9% · long · since 2025-06-30

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