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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 19 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GIS GENERAL MILLS INC COM Consumer Defensive 11,806.0 $411K 0.01% NEW $34.80 +16.2%
362 DHR DANAHER CORP DEL COM Healthcare 2,122.0 $404K 0.01% NEW $190.48 +13.2%
363 AGX ARGAN INC COM Industrials 500.0 $399K 0.01% NEW $798.55 -42.4%
364 FNB F N B CORP COM Financial Services 20,867.0 $398K 0.01% NEW $19.08 -3.1%
365 GOOY YIELDMAX GOOGL OPTION INCOME STRATEGY ETF 30,000.0 $398K 0.01% NEW $13.27 -9.0%
366 SLF SUN LIFE FINANCIAL INC. COM Financial Services 5,051.0 $396K 0.01% NEW $78.42 +0.2%
367 ESGD ISHARES ESG AWARE MSCI EAFE ETF 3,839.0 $395K 0.01% NEW $102.79 +4.0%
368 ARCC ARES CAPITAL CORP COM Financial Services 21,271.0 $394K 0.01% NEW $18.53 +7.3%
369 RACE FERRARI N V COM Consumer Cyclical 1,047.0 $390K 0.01% NEW $372.29 +11.2%
370 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 2,823.0 $386K 0.01% NEW $136.68 +1.0%
371 OKE ONEOK INC NEW COM Energy 4,426.0 $385K 0.01% NEW $86.94 +8.9%
372 OSK OSHKOSH CORP COM Industrials 2,489.0 $382K 0.01% NEW $153.48 +2.1%
373 IEUR ISHARES CORE MSCI EUROPE ETF 5,045.0 $379K 0.01% NEW $75.17 +3.9%
374 VV VANGUARD LARGE-CAP ETF 1,101.0 $379K 0.01% NEW $343.91 +3.3%
375 VTEB VANGUARD TAX-EXEMPT BOND ETF 7,464.0 $378K 0.01% NEW $50.58 -2.2%
376 RJF RAYMOND JAMES FINL INC COM Financial Services 2,468.0 $375K 0.01% NEW $152.02 +15.8%
377 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 10,677.0 $370K 0.01% NEW $34.67 -8.7%
378 BX BLACKSTONE INC COM Financial Services 3,136.0 $369K 0.01% NEW $117.66 +22.1%
379 CET CENTRAL SECS CORP COM Financial Services 7,029.0 $369K 0.01% NEW $52.45 +4.1%
380 FANG DIAMONDBACK ENERGY INC COM Energy 2,093.0 $368K 0.01% NEW $175.78 +14.1%
Page 19 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%