Investments: CONFLUENCE INVESTMENT MANAGEMENT LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
6.448.649.130 $-251.630.323 $
-0,5 %
6.801.282.162 $+6.801.282.162 $
BANK OF AMERICA CORP /DE/BAC3.580.182.561 $-40.754.669 $
-1,1 %
3.620.937.230 $+3.620.937.230 $
ANALOG DEVICES INCADI158.890.380 $+8.139.465 $
+5,4 %
150.750.915 $+150.750.915 $
FASTENAL COFAST124.126.754 $-33.535.104 $
-21,3 %
157.661.858 $+157.661.858 $
NORTHERN TRUST CORPNTRS150.672.906 $-5.121.506 $
-3,3 %
155.794.412 $+155.794.412 $
LOCKHEED MARTIN CORPLMT137.956.084 $-10.395.067 $
-7,0 %
148.351.151 $+148.351.151 $
LINDE PLCLIN126.775.706 $-20.384.503 $
-13,9 %
147.160.209 $+147.160.209 $
SOUTHERN COSO129.542.269 $-17.296.843 $
-11,8 %
146.839.112 $+146.839.112 $
HERSHEY COHSY127.006.345 $-14.241.641 $
-10,1 %
141.247.986 $+141.247.986 $
PAYCHEX INCPAYX110.750.738 $-19.464.704 $
-14,9 %
130.215.442 $+130.215.442 $
DIAGEO PLCDEO94.752.104 $-35.367.081 $
-27,2 %
130.119.185 $+130.119.185 $
CHEVRON CORPCVX122.148.943 $-7.192.305 $
-5,6 %
129.341.248 $+129.341.248 $
COLGATE PALMOLIVE COCL101.670.581 $-1.814.493 $
-1,8 %
103.485.074 $+103.485.074 $
PRICE T ROWE GROUP INCTROW96.613.174 $-3.334.503 $
-3,3 %
99.947.677 $+99.947.677 $
BlackRock, Inc.BLK82.223.513 $-12.343.252 $
-13,1 %
94.566.765 $+94.566.765 $
BERKLEY W R CORPWRB82.847.190 $-11.513.181 $
-12,2 %
94.360.371 $+94.360.371 $
Mastercard IncMA88.713.861 $-3.418.791 $
-3,7 %
92.132.652 $+92.132.652 $
Accenture plcACN89.128.240 $+37.525.957 $
+72,7 %
51.602.283 $+51.602.283 $
MICROSOFT CORPMSFT74.824.358 $-8.970.625 $
-10,7 %
83.794.983 $+83.794.983 $
STRYKER CORPSYK77.072.733 $-6.610.450 $
-7,9 %
83.683.183 $+83.683.183 $
NORDSON CORPNDSN79.021.902 $+4.011.108 $
+5,3 %
75.010.794 $+75.010.794 $
ARES CAPITAL CORPARCC71.670.287 $-3.487.708 $
-4,6 %
75.157.995 $+75.157.995 $
ALPHA PRO TECH LTDAPT57.286.840 $-10.222.579 $
-15,1 %
67.509.419 $+67.509.419 $
UNITED PARCEL SERVICE INCUPS56.937.655 $+56.937.655 $
GRACO INCGGG51.064.804 $-4.500.638 $
-8,1 %
55.565.442 $+55.565.442 $
BERKSHIRE HATHAWAY INCBRK-B52.879.135 $-1.606.517 $
-2,9 %
54.485.652 $+54.485.652 $
WEYERHAEUSER COWY43.741.127 $+43.741.127 $
COZAD ASSET MANAGEMENT INC37.455.107 $+483.470 $
+1,3 %
36.971.637 $+36.971.637 $
BROWN FORMAN CORPBF-A31.136.647 $-5.397.480 $
-14,8 %
36.534.127 $+36.534.127 $
Booking Holdings Inc.BKNG34.124.645 $-1.073.569 $
-3,1 %
35.198.214 $+35.198.214 $
BROWN & BROWN, INC.BRO32.941.464 $+4.958.320 $
+17,7 %
27.983.144 $+27.983.144 $
RESMED INCRMD25.627.501 $-4.662.885 $
-15,4 %
30.290.386 $+30.290.386 $
STARBUCKS CORPSBUX27.153.921 $-1.414.308 $
-5,0 %
28.568.229 $+28.568.229 $
GENERAL DYNAMICS CORPGD25.733.236 $-1.453.486 $
-5,3 %
27.186.722 $+27.186.722 $
SHERWIN WILLIAMS COSHW22.783.236 $-2.421.468 $
-9,6 %
25.204.704 $+25.204.704 $
SMITH A O CORPAOS19.692.877 $-4.464.168 $
-18,5 %
24.157.045 $+24.157.045 $
MCDONALDS CORPMCD22.551.852 $-624.246 $
-2,7 %
23.176.098 $+23.176.098 $
CONFLUENCE INVESTMENT MANAGEMENT LLC21.673.932 $+2.363.732 $
+12,2 %
19.310.200 $+19.310.200 $
MCCORMICK & CO INCMKC19.166.870 $-2.392.603 $
-11,1 %
21.559.473 $+21.559.473 $
Medtronic plcMDT20.664.094 $+1.162.806 $
+6,0 %
19.501.288 $+19.501.288 $
PROCTER & GAMBLE CoPG18.387.629 $-1.741.574 $
-8,7 %
20.129.203 $+20.129.203 $
Zoetis Inc.ZTS15.671.507 $-3.893.099 $
-19,9 %
19.564.606 $+19.564.606 $
TORO COTTC18.995.864 $+1.925.756 $
+11,3 %
17.070.108 $+17.070.108 $
VALVOLINE INCVVV11.738.555 $-5.879.394 $
-33,4 %
17.617.949 $+17.617.949 $
NICOLET BANKSHARES INCNIC16.952.037 $-77.217 $
-0,5 %
17.029.254 $+17.029.254 $
Walt Disney CoDIS14.283.847 $-1.324.473 $
-8,5 %
15.608.320 $+15.608.320 $
MAI Capital Management15.603.481 $+2.766.445 $
+21,6 %
12.837.036 $+12.837.036 $
COPART INCCPRT11.109.517 $-3.992.713 $
-26,4 %
15.102.230 $+15.102.230 $
BECTON DICKINSON & COBDX14.543.529 $-479.365 $
-3,2 %
15.022.894 $+15.022.894 $
CARRIER GLOBAL CorpCARR11.135.058 $-2.847.495 $
-20,4 %
13.982.553 $+13.982.553 $
VAIL RESORTS INCMTN5.491.944 $-2.667.848 $
-32,7 %
8.159.792 $+8.159.792 $
NBC SECURITIES, INC.7.144.920 $+79.868 $
+1,1 %
7.065.052 $+7.065.052 $
CONMED CorpCNMD3.701.240 $-2.014.704 $
-35,2 %
5.715.944 $+5.715.944 $
EQUITABLE TRUST CO4.180.403 $+289.045 $
+7,4 %
3.891.358 $+3.891.358 $
AGNICO EAGLE MINES LTDAEM3.829.525 $+161.479 $
+4,4 %
3.668.046 $+3.668.046 $
Knowles CorpKN2.354.578 $-917.143 $
-28,0 %
3.271.721 $+3.271.721 $
VALICENTI ADVISORY SERVICES INC3.263.899 $+450.576 $
+16,0 %
2.813.323 $+2.813.323 $
ESSEX INVESTMENT MANAGEMENT CO LLC3.231.293 $+171.755 $
+5,6 %
3.059.538 $+3.059.538 $
RBC Bearings INCRBC2.665.467 $-197.311 $
-6,9 %
2.862.778 $+2.862.778 $
MOVADO GROUP INCMOV2.172.897 $-505.348 $
-18,9 %
2.678.245 $+2.678.245 $
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.2.595.941 $+125.391 $
+5,1 %
2.470.550 $+2.470.550 $
HAEMONETICS CORPHAE2.299.263 $+479.702 $
+26,4 %
1.819.561 $+1.819.561 $
UFP INDUSTRIES INCUFPI1.429.953 $-759.036 $
-34,7 %
2.188.989 $+2.188.989 $
JPMORGAN CHASE & COJPM1.960.764 $-205.551 $
-9,5 %
2.166.315 $+2.166.315 $
RLI CORPRLI1.427.983 $-687.833 $
-32,5 %
2.115.816 $+2.115.816 $
CAPITAL SOUTHWEST CORPCSWC1.856.391 $-38.106 $
-2,0 %
1.894.497 $+1.894.497 $
UFP TECHNOLOGIES INCUFPT1.706.967 $-150.311 $
-8,1 %
1.857.278 $+1.857.278 $
SANFILIPPO JOHN B & SON INCJBSS1.077.988 $-607.944 $
-36,1 %
1.685.932 $+1.685.932 $
Ativo Capital Management LLC1.591.729 $+206.004 $
+14,9 %
1.385.725 $+1.385.725 $
FIRST MAJESTIC SILVER CORPAG1.514.444 $+1.514.444 $
HUNTINGTON NATIONAL BANK1.487.592 $+1.487.592 $
Fisher Asset Management, LLC1.477.364 $+395.005 $
+36,5 %
1.082.359 $+1.082.359 $
ASML HOLDING NVASML1.430.403 $+184.471 $
+14,8 %
1.245.932 $+1.245.932 $
Sony Group CorpSONY1.278.438 $-107.829 $
-7,8 %
1.386.267 $+1.386.267 $
SAP SESAP1.282.322 $-69.761 $
-5,2 %
1.352.083 $+1.352.083 $
ALAMOS GOLD INCAGI1.337.684 $+292.198 $
+27,9 %
1.045.486 $+1.045.486 $
ROYAL GOLD INCRGLD1.297.062 $+305.194 $
+30,8 %
991.868 $+991.868 $
Glencore plc1.266.918 $+372.614 $
+41,7 %
894.304 $+894.304 $
Sea LtdSE908.171 $-344.190 $
-27,5 %
1.252.361 $+1.252.361 $
ITOCHU CORPITOCF1.242.624 $+163.021 $
+15,1 %
1.079.603 $+1.079.603 $
ROWLANDMILLER & PARTNERS.ADV1.123.962 $-114.120 $
-9,2 %
1.238.082 $+1.238.082 $
WILLIS TOWERS WATSON PLCWTW299.355 $-906.956 $
-75,2 %
1.206.311 $+1.206.311 $
MORGAN STANLEYMS1.189.131 $+49.895 $
+4,4 %
1.139.236 $+1.139.236 $
FRANCO NEVADA CorpFNV1.180.252 $+73.727 $
+6,7 %
1.106.525 $+1.106.525 $
BNP PARIBAS1.163.433 $+103.318 $
+9,7 %
1.060.115 $+1.060.115 $
FREEPORT-MCMORAN INCFCX1.125.354 $+453.555 $
+67,5 %
671.799 $+671.799 $
RHUMBLINE ADVISERS1.081.683 $+308.850 $
+40,0 %
772.833 $+772.833 $
EQT CorpEQT1.078.218 $+1.078.218 $
EXXON MOBIL CORPXOM1.069.118 $+275.793 $
+34,8 %
793.325 $+793.325 $
Haleon plcHLN1.004.732 $+164.862 $
+19,6 %
839.870 $+839.870 $
URANIUM ENERGY CORPUEC913.341 $-74.459 $
-7,5 %
987.800 $+987.800 $
ANTERO RESOURCES CorpAR986.486 $+234.406 $
+31,2 %
752.080 $+752.080 $
TotalEnergies SETTE985.683 $+138.025 $
+16,3 %
847.658 $+847.658 $
ASSOCIATED BANC-CORPASB961.729 $+228.967 $
+31,2 %
732.762 $+732.762 $
UNILEVER PLCUL934.740 $+35.522 $
+4,0 %
899.218 $+899.218 $
ICON PLCICLR915.109 $+94.534 $
+11,5 %
820.575 $+820.575 $
AMERICAN EXPRESS COAXP887.880 $+90.696 $
+11,4 %
797.184 $+797.184 $
CAMECO CORPCCJ815.084 $+174.058 $
+27,2 %
641.026 $+641.026 $
Sibanye Stillwater LtdSBSW709.165 $+709.165 $
GOLD FIELDS LTDGFI670.792 $+26.119 $
+4,1 %
644.673 $+644.673 $
CURTISS WRIGHT CORPCW639.473 $+9.663 $
+1,5 %
629.810 $+629.810 $
JAMES INVESTMENT RESEARCH, INC.392.911 $+14.294 $
+3,8 %
378.617 $+378.617 $
Bank of New York Mellon CorpBK317.529 $-35.673 $
-10,1 %
353.202 $+353.202 $
MITCHELL CAPITAL MANAGEMENT CO315.910 $-4.558 $
-1,4 %
320.468 $+320.468 $
SPS COMMERCE INCSPSC307.537 $+24.938 $
+8,8 %
282.599 $+282.599 $
MERCADOLIBRE INCMELI249.768 $-40.013 $
-13,8 %
289.781 $+289.781 $
H World Group LtdHTHT279.665 $+47.195 $
+20,3 %
232.470 $+232.470 $
Nebius Group N.V.NBIS200.306 $-68.356 $
-25,4 %
268.662 $+268.662 $
HDFC BANK LTDHDB252.089 $+16.419 $
+7,0 %
235.670 $+235.670 $
Infosys LtdINFY251.954 $+21.916 $
+9,5 %
230.038 $+230.038 $
CREDICORP LTDBAP247.394 $+17.861 $
+7,8 %
229.533 $+229.533 $
JBS N.V.JBS229.711 $-8.124 $
-3,4 %
237.835 $+237.835 $
KEMPER CorpKMPR230.428 $+230.428 $
NVIDIA CORPNVDA212.423 $-92 $
-0,0 %
212.515 $+212.515 $
INFINEON TECHNOLOGIES AGIFNNY203.232 $+203.232 $
CITIGROUP INCC93.499 $+93.499 $
6.448.649.130 $-251.630.323 $
-0,5 %
6.801.282.162 $+6.801.282.162 $
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