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Home > Institutional Investor > Confluence Investment Management Llc > Profile

Instuitional Investor - Confluence Investment Management Llc

Fund Profile
Filing Period:
Fund Name: Confluence Investment Management Llc
Portfolio Value $6,944,797,751
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares 0-3 Month Treasury Bon
 1,943,492 $195,651,385 2.82%
2.
Snap-On Inc
 SNA 509,863 $171,828,979 2.47%
3.
Chubb Ltd
 CB 558,131 $168,550,031 2.43%
4.
Paychex Inc
 PAYX 1,065,458 $164,378,854 2.37%
5.
Progressive Corp
 PGR 568,040 $160,760,931 2.31%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)