Titelia

Holdings of CONFLUENCE INVESTMENT MANAGEMENT LLC

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Net assets
-
Positions
234 in 21 countries
Top ten
26.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201MSC Income Fund Inc 54,855668.1K $
202Franklin Electric Co Inc 7,033648.2K $
203Trinity Capital Inc 41,824615.2K $
204Novo Nordisk A/S 15,686576.5K $
205ASE Technology Holding Co Ltd 21,543467.1K $
206KB Financial Group Inc 4,654464.1K $
207CRESCENT CAPITAL BDC INC 32,223391.5K $
208Shinhan Financial Group Co Ltd 5,799355.6K $
209Coca-Cola Femsa SAB de CV 3,488340.3K $
210ZTO Express Cayman Inc 12,540315.6K $
211SPDR Gold Shares 718308.9K $
212H World Group Ltd 6,122307.9K $
213Fomento Economico Mexicano SAB de CV 2,727302.9K $
214Airbus SE 6,202293K $
215ICICI Bank Ltd 10,957283.8K $
216Yum China Holdings Inc 5,626274.4K $
217Grupo Financiero Banorte SAB d 4,938273.9K $
218Tencent Holdings Ltd 4,267269.8K $
219Infineon Technologies AG 5,221236K $
220MercadoLibre Inc 130224.8K $
221Dr Reddy's Laboratories Ltd 15,496214.6K $
222Ameriprise Financial Inc 480213.3K $
223Costco Wholesale Corp 210209.3K $
224Baidu Inc 1,817202.5K $
225Palmer Square Capital BDC Inc 20,681202.1K $
226JPMorgan Chase & Co 685201.5K $
227Ecopetrol SA 13,438201.4K $
228Infosys Ltd 14,810200.1K $
229Vale SA 11,998190.9K $
230Controladora Vuela Cia de Aviacion SAB de CV 26,149189.3K $
231Astra International Tbk PT 20,177154.4K $
232Sendas Distribuidora S/A 13,574123.1K $
233RUNWAY GROWTH FINANCE CORP. 14,21697.7K $
234Elme Communities 22,10344.4K $

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Sector breakdown

  • Industrials 15.6 %
  • Financials 9.9 %
  • Utilities 9.0 %
  • Consumer staples 8.9 %
  • Technology 7.3 %
  • Consumer discretionary 5.9 %
  • Funds 5.4 %
  • Health care 4.9 %
  • Materials 3.9 %
  • Energy 2.5 %
  • Communication 1.1 %
  • Unattributed 25.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 97.4 %
  • United Kingdom 1.8 %
  • Japan 0.2 %
  • Switzerland 0.1 %
  • France 0.1 %
  • Mexico 0.1 %
  • Netherlands 0.1 %
  • Australia 0.1 %
  • Taiwan 0.1 %
  • Hong Kong SAR China 0.1 %
  • Germany 0.0 %
  • Singapore 0.0 %
  • Other countries 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States1825.7B $97.39 %
2United Kingdom5106.3M $1.82 %
3Japan79.6M $0.16 %
4Switzerland46.6M $0.11 %
5France44.6M $0.08 %
6Mexico64.1M $0.07 %
7Netherlands33.7M $0.06 %
8Australia23.4M $0.06 %
9Taiwan23.4M $0.06 %
10Hong Kong SAR China22.9M $0.05 %
11Germany32.2M $0.04 %
12Singapore11.8M $0.03 %
Cite this page

Titelia. "Holdings of CONFLUENCE INVESTMENT MANAGEMENT LLC". https://titelia.com/en/funds/US13F1442056