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Portfolio (Quarterly) Guide ↗

Confluence Wealth Services, Inc.

· CIK 0001910411
13F Portfolio $3.5B AUM 476 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 476 New
Page 16 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ATO ATMOS ENERGY CORP COM Utilities 3,509.0 $604K 0.02% NEW $172.27 -2.9%
302 PGR PROGRESSIVE CORP COM Financial Services 2,758.0 $602K 0.02% NEW $218.45 -0.4%
303 ENB ENBRIDGE INC COM Energy 11,086.0 $601K 0.02% NEW $54.21 -7.9%
304 DOW DOW HLDGS INC COM Basic Materials 21,652.0 $592K 0.02% NEW $27.36 +10.9%
305 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,717.0 $591K 0.02% NEW $344.21 +0.3%
306 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,526.0 $590K 0.02% NEW $386.73 +3.2%
307 VST VISTRA CORP COM Utilities 3,673.0 $583K 0.02% NEW $158.63 -11.9%
308 IVE ISHARES S&P 500 VALUE ETF 2,557.0 $580K 0.02% NEW $227.00 +4.4%
309 IWX ISHARES RUSSELL TOP 200 VALUE ETF 5,496.0 $578K 0.02% NEW $105.16 +7.0%
310 ANET ARISTA NETWORKS INC COM SHS Technology 3,294.0 $560K 0.02% NEW $169.88 +18.4%
311 SYY SYSCO CORP COM Consumer Defensive 6,684.0 $559K 0.02% NEW $83.58 -1.4%
312 VBR VANGUARD SMALL CAP VALUE ETF 2,283.0 $555K 0.02% NEW $242.89 +2.3%
313 VBK VANGUARD SMALL-CAP GROWTH ETF 1,487.0 $544K 0.02% NEW $365.69 -1.8%
314 USAC USA COMPRESSION PARTNERS LP COM UNIT LTDPAR Energy 20,349.0 $537K 0.01% NEW $26.39 +1.4%
315 SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 23,944.0 $534K 0.01% NEW $22.31 -1.1%
316 EXC EXELON CORP COM Utilities 11,360.0 $530K 0.01% NEW $46.62 -5.7%
317 FCF FIRST COMWLTH FINL CORP PA COM Financial Services 26,007.0 $529K 0.01% NEW $20.33 +2.3%
318 STLD STEEL DYNAMICS INC COM Basic Materials 2,291.0 $526K 0.01% NEW $229.46 +2.8%
319 CTVA CORTEVA INC COM Basic Materials 6,162.0 $522K 0.01% NEW $84.68 -2.7%
320 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 2,150.0 $521K 0.01% NEW $242.42 -3.4%
Page 16 of 24  ·  476 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.9%
Financial Services 14.4%
Industrials 11.4%
Healthcare 10.6%
Consumer Defensive 7.2%
Energy 5.9%
Consumer Cyclical 5.7%
Communication Services 4.6%
Utilities 3.4%
Basic Materials 2.0%