Confluence Investment Management

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$69.63M11.53165,585New+$69.63M0.97
Polaris Inc.
PII
$108.89M1.921.09MNew+$108.89M1.51
Brookfield Infrastructure Corporation
BIPC
$89.71M1.892.49MNew+$89.71M1.25
Rayonier Inc.
RYN
$77.03M1.562.32MNew+$77.03M1.07
Snap-on Incorporated
SNA
$173.45M1.11585,549New+$173.45M2.41
Fidelity National Financial, Inc.
FNF
$135.35M0.932.55MNew+$135.35M1.88
The Clorox Company
CLX
$135.63M0.71885,835New+$135.63M1.88
Ares Capital Corporation
ARCC
$86.23M0.674.14MNew+$86.23M1.2
Broadridge Financial Solutions, Inc.
BR
$144.03M0.6703,082New+$144.03M2
Northern Trust Corporation
NTRS
$105.67M0.581.19MNew+$105.67M1.47
WEC Energy Group, Inc.
WEC
$127.94M0.491.56MNew+$127.94M1.78
T. Rowe Price Group, Inc.
TROW
$130.39M0.481.07MNew+$130.39M1.81
Masco Corporation
MAS
$78.18M0.45991,134New+$78.18M1.09
Graco Inc.
GGG
$70.89M0.45758,518New+$70.89M0.98
Fastenal Company
FAST
$195.46M0.442.53MNew+$195.46M2.71
Entergy Corporation
ETR
$92.26M0.41872,985New+$92.26M1.28
W. R. Berkley Corporation
WRB
$82.71M0.37935,165New+$82.71M1.15
Paychex, Inc.
PAYX
$146.62M0.331.19MNew+$146.62M2.04
Weyerhaeuser Company
WY
$81.51M0.312.27MNew+$81.51M1.13
Markel Corporation
MKL
$60.94M0.3140,051New+$60.94M0.85
Dow Inc.
DOW
$101.16M0.251.75MNew+$101.16M1.41
Kinder Morgan, Inc.
KMI
$87.63M0.224.78MNew+$87.63M1.22
Colgate-Palmolive Company
CL
$130.62M0.181.45MNew+$130.62M1.81
The Southern Company
SO
$128.41M0.161.79MNew+$128.41M1.78
Chubb Limited
CB
$165.93M0.16640,344New+$165.93M2.3
The Progressive Corporation
PGR
$188.64M0.16912,107New+$188.64M2.62
Diageo plc
DEO
$125.47M0.15843,581New+$125.47M1.74
Analog Devices, Inc.
ADI
$138.8M0.14701,752New+$138.8M1.93
Lockheed Martin Corporation
LMT
$151.4M0.14332,847New+$151.4M2.1
U.S. Bancorp
USB
$92.19M0.132.06MNew+$92.19M1.28
Gilead Sciences, Inc.
GILD
$91.27M0.11.25MNew+$91.27M1.27
NXP Semiconductors N.V.
NXPI
$56.11M0.09226,459New+$56.11M0.78
Illinois Tool Works Inc.
ITW
$65.75M0.08245,021New+$65.75M0.91
The TJX Companies, Inc.
TJX
$91.42M0.08901,448New+$91.42M1.27
United Parcel Service, Inc.
UPS
$100.18M0.08673,993New+$100.18M1.39
Linde plc
LIN
$171.61M0.08369,588New+$171.61M2.38
PepsiCo, Inc.
PEP
$166.24M0.07949,904New+$166.24M2.31
Stryker Corporation
SYK
$93.37M0.07260,903New+$93.37M1.3
S&P Global Inc.
SPGI
$80.78M0.06189,865New+$80.78M1.12
Starbucks Corporation
SBUX
$62.62M0.06685,247New+$62.62M0.87
Cisco Systems, Inc.
CSCO
$95.49M0.051.91MNew+$95.49M1.33
Lowe's Companies, Inc.
LOW
$64.11M0.04251,667New+$64.11M0.89
Chevron Corporation
CVX
$123.68M0.04784,081New+$123.68M1.72
The Home Depot, Inc.
HD
$150.52M0.04392,398New+$150.52M2.09
Nestlé S.A.
NSRGY
$111.1M0.041.05MNew+$111.1M1.54
Oracle Corporation
ORCL
$74.35M0.02591,938New+$74.35M1.03
Mastercard Incorporated
MA
$92.13M0.02191,308New+$92.13M1.28
Microsoft Corporation
MSFT
$175.72M0.01417,655New+$175.72M2.44
Alphabet Inc.
GOOG
$66.7M<0.01438,038New+$66.7M0.93
iShares 0-3 Month Treasury Bond ETF
SGOV
$91.37M<0.01907,300New+$91.37M1.27