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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 12 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CEG CONSTELLATION ENERGY CORP COM Utilities 4,301.0 $1.1M 0.03% NEW $248.33 +13.7%
222 MET METLIFE INC COM Financial Services 12,563.0 $1.1M 0.03% NEW $84.61 +13.8%
223 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 8,055.0 $1.1M 0.03% NEW $131.58 +3.9%
224 DELL DELL TECHNOLOGIES INC CL C Technology 2,425.0 $1.0M 0.03% NEW $431.46 +9.3%
225 TMUS T-MOBILE US INC COM Communication Services 6,217.0 $1.0M 0.03% NEW $167.73 +6.0%
226 HSY HERSHEY CO COM Consumer Defensive 5,861.0 $1.0M 0.03% NEW $175.45 +3.3%
227 GLW CORNING INC COM Technology 3,903.0 $997K 0.03% NEW $255.38 -40.2%
228 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 17,677.0 $993K 0.03% NEW $56.16 +3.8%
229 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 10,849.0 $989K 0.03% NEW $91.20 -17.2%
230 B BARRICK MNG CORP COM SHS Basic Materials 26,863.0 $987K 0.03% NEW $36.73 +28.8%
231 TGT TARGET CORP COM Consumer Defensive 7,554.0 $987K 0.03% NEW $130.60 +27.1%
232 YUM YUM BRANDS INC COM Consumer Cyclical 6,160.0 $985K 0.03% NEW $159.85 -5.7%
233 APH AMPHENOL CORP CL A Technology 5,463.0 $963K 0.03% NEW $176.32 -8.5%
234 C CITIGROUP INC COM NEW Financial Services 6,839.0 $957K 0.03% NEW $139.96 -5.2%
235 MS MORGAN STANLEY COM NEW Financial Services 4,568.0 $955K 0.03% NEW $209.04 +2.8%
236 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 7,665.0 $954K 0.03% NEW $124.43 +50.6%
237 ZTS ZOETIS INC CL A Healthcare 13,205.0 $949K 0.03% NEW $71.86 +4.4%
238 SRE SEMPRA COM Utilities 10,158.0 $942K 0.03% NEW $92.70 -8.6%
239 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 16,256.0 $937K 0.03% NEW $57.62 +16.2%
240 WEC WEC ENERGY GROUP INC COM Utilities 7,948.0 $928K 0.03% NEW $116.76 -9.0%
Page 12 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%