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 (471 days), 117 trades recorded
- Returns: week n/a · month n/a · 90 days -3.6% · 6 months -11.6% · 1 year -23.1% · all -23.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46436E718 · 3.6% · long · since 2025-09-30
- CVX · 2.4% · long · since 2025-09-30
- CB · 2.4% · long · since 2025-09-30
- ZTS · 2.2% · long · since 2025-09-30
- LMT · 2.1% · long · since 2025-09-30
- LIN · 2.1% · long · since 2025-09-30
- GILD · 2.0% · long · since 2025-09-30
- SWK · 1.9% · long · since 2026-06-30
- 92939U106 · 1.9% · long · since 2025-09-30
- MDLZ · 1.9% · long · since 2025-09-30
- ADI · 1.9% · long · since 2025-09-30
- PGR · 1.9% · long · since 2025-09-30