StockDriftsStockDriftsTop 50 Confluence Investment Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bon | 2.74% | 1.75M | $176.5M | -16.15%(-337.73K) | $100.27(+0.16%) | 2026-03-31 | |
| ADI | Analog Devices Inc. | 2.67% | 540.6K | $172.0M | -7.72%(-45.24K) | $92.51(+337.56%) | 2026-03-31 | |
| LMT | Lockheed Martin Corp. | 2.53% | 269.6K | $163.0M | -5.47%(-15.59K) | $297.91(+70.83%) | 2026-03-31 | |
| CVX | Chevron Corp. | 2.48% | 772.2K | $159.8M | -3.64%(-29.21K) | $103.72(+85.74%) | 2026-03-31 | |
| SNA | Snap-on Inc. | 2.46% | 435.9K | $158.3M | -7.12%(-33.41K) | $144.12(+162.84%) | 2026-03-31 | |
| CB | Chubb Ltd. | 2.44% | 482.0K | $157.1M | -5.67%(-28.98K) | $124.84(+158.39%) | 2026-03-31 | |
| HSY | Hershey Co. | 2.23% | 690.3K | $143.5M | -1.08%(-7.57K) | $189.36(-2.35%) | 2026-03-31 | |
| WEC | WEC Energy Group Inc. | 2.22% | 1.24M | $143.2M | -6.81%(-90.40K) | $84.66(+36.10%) | 2026-03-31 | |
| LIN | Linde plc | 2.18% | 283.1K | $140.3M | -4.79%(-14.25K) | $159.17(+214.31%) | 2026-03-31 | |
| ETR | Entergy Corp. | 2.14% | 1.23M | $138.1M | -4.54%(-58.45K) | $46.12(+154.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.52% | +20.88% |
| Top 20 Holdings Unweighted | +6.43% | +20.56% |
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