Convergence Investment Partners
Latest statistics and disclosures from Convergence Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, GOOGL, MU, GOOG, and represent 11.39% of Convergence Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: MU (+$9.3M), JBL, CARG, ROK, CSCO, MPC, CIEN, ROKU, GOOG, CRM.
- Started 56 new stock positions in HAL, DELL, JAZZ, MTB, TSN, MDB, BG, ITT, BYD, TLN.
- Reduced shares in these 10 stocks: SEDG, KLAC, HPE, ANET, PLTR, FFIV, CVX, EBAY, EPR, ADI.
- Sold out of its positions in ALNY, AGX, ANET, WRB, HRB, BE, CCL, CVNA, CENX, LNG.
- Convergence Investment Partners was a net buyer of stock by $39M.
- Convergence Investment Partners has $503M in assets under management (AUM), dropping by 12.88%.
- Central Index Key (CIK): 0001456133
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Portfolio Holdings for Convergence Investment Partners
Convergence Investment Partners holds 242 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.3 | $17M | +15% | 90k | 186.50 |
|
| Broadcom (AVGO) | 2.1 | $11M | +9% | 31k | 346.10 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $10M | -9% | 33k | 313.00 |
|
| Micron Technology (MU) | 1.9 | $9.8M | +2177% | 34k | 285.41 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $9.7M | +31% | 31k | 313.80 |
|
| International Business Machines (IBM) | 1.9 | $9.5M | +7% | 32k | 296.21 |
|
| Microsoft Corporation (MSFT) | 1.8 | $9.3M | +16% | 19k | 483.61 |
|
| Apple (AAPL) | 1.7 | $8.7M | -15% | 32k | 271.86 |
|
| Lam Research Corp Com New (LRCX) | 1.3 | $6.7M | +5% | 39k | 171.18 |
|
| Meta Platforms Cl A (META) | 1.3 | $6.7M | -7% | 10k | 660.12 |
|
| Amazon (AMZN) | 1.3 | $6.7M | -15% | 29k | 230.82 |
|
| Bank of New York Mellon Corporation (BK) | 1.3 | $6.5M | -5% | 56k | 116.09 |
|
| At&t (T) | 1.2 | $6.1M | +18% | 244k | 24.84 |
|
| Bristol Myers Squibb (BMY) | 1.2 | $6.0M | +10% | 112k | 53.94 |
|
| American Eagle Outfitters (AEO) | 1.2 | $6.0M | -7% | 226k | 26.37 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $5.6M | +9% | 18k | 322.22 |
|
| Cardinal Health (CAH) | 1.1 | $5.4M | -11% | 26k | 205.50 |
|
| Gilead Sciences (GILD) | 1.1 | $5.4M | +2% | 44k | 122.74 |
|
| Ciena Corp Com New (CIEN) | 1.0 | $5.3M | +90% | 23k | 233.87 |
|
| Jabil Circuit (JBL) | 1.0 | $5.3M | +262% | 23k | 228.02 |
|
| Roku Com Cl A (ROKU) | 1.0 | $5.2M | +90% | 48k | 108.49 |
|
| Wal-Mart Stores (WMT) | 1.0 | $5.0M | +11% | 45k | 111.41 |
|
| Cisco Systems (CSCO) | 1.0 | $4.9M | +108% | 64k | 77.03 |
|
| Bank of America Corporation (BAC) | 1.0 | $4.8M | +2% | 88k | 55.00 |
|
| Wells Fargo & Company (WFC) | 0.9 | $4.7M | +13% | 50k | 93.20 |
|
| Abbvie (ABBV) | 0.9 | $4.6M | -27% | 20k | 228.49 |
|
| Synchrony Financial (SYF) | 0.9 | $4.5M | +4% | 55k | 83.43 |
|
| Merck & Co (MRK) | 0.8 | $4.2M | +78% | 40k | 105.26 |
|
| Valero Energy Corporation (VLO) | 0.8 | $4.1M | +2% | 25k | 162.79 |
|
| General Motors Company (GM) | 0.8 | $4.1M | +54% | 50k | 81.32 |
|
| Altria (MO) | 0.8 | $4.0M | -16% | 70k | 57.66 |
|
| Marathon Petroleum Corp (MPC) | 0.8 | $3.9M | +191% | 24k | 162.63 |
|
| Cargurus Com Cl A (CARG) | 0.7 | $3.7M | NEW | 98k | 38.35 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.7M | 31k | 120.34 |
|
|
| Invesco SHS (IVZ) | 0.7 | $3.6M | +3% | 137k | 26.27 |
|
| Applovin Corp Com Cl A (APP) | 0.7 | $3.5M | -26% | 5.2k | 673.82 |
|
| Verisign (VRSN) | 0.7 | $3.5M | +33% | 14k | 242.95 |
|
| Qualcomm (QCOM) | 0.7 | $3.5M | 21k | 171.05 |
|
|
| Archer Daniels Midland Company (ADM) | 0.7 | $3.4M | +142% | 59k | 57.49 |
|
| Amphenol Corp Cl A (APH) | 0.7 | $3.4M | +30% | 25k | 135.14 |
|
| Zoom Communications Cl A (ZM) | 0.7 | $3.4M | +74% | 39k | 86.29 |
|
| Pegasystems (PEGA) | 0.7 | $3.3M | +17% | 56k | 59.72 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $3.3M | 9.3k | 349.99 |
|
|
| Nrg Energy Com New (NRG) | 0.6 | $3.1M | +18% | 20k | 159.24 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.6 | $3.0M | +42% | 113k | 26.56 |
|
| Caterpillar (CAT) | 0.6 | $2.9M | -4% | 5.1k | 572.87 |
|
| Phillips 66 (PSX) | 0.6 | $2.9M | -13% | 23k | 129.04 |
|
| Citigroup Com New (C) | 0.6 | $2.9M | +25% | 25k | 116.69 |
|
| Lear Corp Com New (LEA) | 0.6 | $2.8M | +154% | 25k | 114.60 |
|
| Lithia Motors (LAD) | 0.5 | $2.7M | +6% | 8.1k | 332.33 |
|
| Rockwell Automation (ROK) | 0.5 | $2.7M | NEW | 6.9k | 389.09 |
|
| salesforce (CRM) | 0.5 | $2.6M | +706% | 9.8k | 264.92 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.5 | $2.6M | +2% | 18k | 143.89 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $2.5M | +21% | 25k | 99.91 |
|
| Johnson & Johnson (JNJ) | 0.5 | $2.5M | -2% | 12k | 206.95 |
|
| Alliance Data Systems Corporation (BFH) | 0.5 | $2.5M | +5% | 34k | 74.03 |
|
| Lowe's Companies (LOW) | 0.5 | $2.5M | +698% | 10k | 241.16 |
|
| Medtronic SHS (MDT) | 0.5 | $2.5M | 26k | 96.06 |
|
|
| MetLife (MET) | 0.5 | $2.4M | +4% | 31k | 78.94 |
|
| Fox Corp Cl B Com (FOX) | 0.5 | $2.4M | -35% | 37k | 64.93 |
|
| McKesson Corporation (MCK) | 0.5 | $2.3M | +16% | 2.9k | 820.31 |
|
| Home Depot (HD) | 0.5 | $2.3M | +46% | 6.7k | 344.11 |
|
| SEI Investments Company (SEIC) | 0.5 | $2.3M | +12% | 28k | 82.02 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $2.2M | -2% | 35k | 64.31 |
|
| Morgan Stanley Com New (MS) | 0.4 | $2.2M | -3% | 13k | 177.52 |
|
| Godaddy Cl A (GDDY) | 0.4 | $2.2M | +69% | 18k | 124.08 |
|
| Corning Incorporated (GLW) | 0.4 | $2.2M | +27% | 25k | 87.56 |
|
| Rayonier (RYN) | 0.4 | $2.2M | +494% | 101k | 21.65 |
|
| Edison International (EIX) | 0.4 | $2.2M | +33% | 36k | 60.02 |
|
| Biogen Idec (BIIB) | 0.4 | $2.1M | +26% | 12k | 175.99 |
|
| Philip Morris International (PM) | 0.4 | $2.1M | -10% | 13k | 160.40 |
|
| Exelixis (EXEL) | 0.4 | $2.1M | NEW | 48k | 43.83 |
|
| Incyte Corporation (INCY) | 0.4 | $2.1M | +46% | 21k | 98.77 |
|
| Halozyme Therapeutics (HALO) | 0.4 | $2.1M | +53% | 31k | 67.30 |
|
| State Street Corporation (STT) | 0.4 | $2.1M | -2% | 16k | 129.01 |
|
| CVS Caremark Corporation (CVS) | 0.4 | $2.1M | +263% | 26k | 79.36 |
|
| Ptc Therapeutics I (PTCT) | 0.4 | $2.1M | -2% | 27k | 75.96 |
|
| Affiliated Managers (AMG) | 0.4 | $2.0M | NEW | 7.1k | 288.28 |
|
| AmerisourceBergen (COR) | 0.4 | $2.0M | +12% | 5.9k | 337.77 |
|
| Southern Copper Corporation (SCCO) | 0.4 | $2.0M | 14k | 143.47 |
|
|
| Cigna Corp (CI) | 0.4 | $2.0M | +37% | 7.1k | 275.22 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.4 | $1.9M | NEW | 11k | 170.00 |
|
| M&T Bank Corporation (MTB) | 0.4 | $1.9M | NEW | 9.5k | 201.49 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $1.9M | +8% | 3.9k | 483.62 |
|
| Fifth Third Ban (FITB) | 0.4 | $1.9M | -5% | 40k | 46.81 |
|
| Keysight Technologies (KEYS) | 0.4 | $1.9M | NEW | 9.2k | 203.19 |
|
| Outfront Media Com New (OUT) | 0.4 | $1.9M | 78k | 24.10 |
|
|
| Chubb (CB) | 0.4 | $1.9M | +32% | 6.0k | 312.14 |
|
| Us Bancorp Del Com New (USB) | 0.4 | $1.9M | 35k | 53.36 |
|
|
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.4 | $1.8M | +51% | 146k | 12.60 |
|
| Flex Ord (FLEX) | 0.4 | $1.8M | -34% | 30k | 60.42 |
|
| NetApp (NTAP) | 0.4 | $1.8M | 17k | 107.09 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $1.7M | -62% | 72k | 24.02 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $1.7M | +30% | 24k | 69.40 |
|
| Dell Technologies CL C (DELL) | 0.3 | $1.7M | NEW | 13k | 125.88 |
|
| Block Cl A (XYZ) | 0.3 | $1.7M | NEW | 26k | 65.09 |
|
| Black Hills Corporation (BKH) | 0.3 | $1.7M | 24k | 69.42 |
|
|
| Vicor Corporation (VICR) | 0.3 | $1.6M | NEW | 15k | 109.60 |
|
| Halliburton Company (HAL) | 0.3 | $1.6M | NEW | 57k | 28.26 |
|
| Simon Property (SPG) | 0.3 | $1.6M | -4% | 8.6k | 185.12 |
|
| General Dynamics Corporation (GD) | 0.3 | $1.6M | +13% | 4.7k | 336.69 |
|
| Apa Corporation (APA) | 0.3 | $1.6M | +5% | 64k | 24.46 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $1.6M | +22% | 90k | 17.35 |
|
| Mueller Industries (MLI) | 0.3 | $1.6M | +167% | 14k | 114.80 |
|
| Aercap Holdings Nv SHS (AER) | 0.3 | $1.5M | NEW | 11k | 143.76 |
|
| Hf Sinclair Corp (DINO) | 0.3 | $1.5M | +22% | 33k | 46.08 |
|
| Booking Holdings (BKNG) | 0.3 | $1.5M | +33% | 282.00 | 5355.44 |
|
| Cathay General Ban (CATY) | 0.3 | $1.5M | NEW | 31k | 48.39 |
|
| EnerSys (ENS) | 0.3 | $1.5M | NEW | 10k | 146.75 |
|
| Bunge Global Sa Com Shs (BG) | 0.3 | $1.5M | NEW | 17k | 89.08 |
|
| American Intl Group Com New (AIG) | 0.3 | $1.5M | NEW | 17k | 85.55 |
|
| Dropbox Cl A (DBX) | 0.3 | $1.5M | -14% | 54k | 27.80 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $1.5M | -8% | 9.2k | 160.75 |
|
| Expedia Group Com New (EXPE) | 0.3 | $1.5M | +10% | 5.2k | 283.31 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $1.5M | -13% | 49k | 29.89 |
|
| Primoris Services (PRIM) | 0.3 | $1.5M | +11% | 12k | 124.14 |
|
| UGI Corporation (UGI) | 0.3 | $1.5M | +17% | 39k | 37.43 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $1.5M | -24% | 15k | 99.85 |
|
| AZZ Incorporated (AZZ) | 0.3 | $1.5M | +48% | 14k | 107.18 |
|
| Talen Energy Corp (TLN) | 0.3 | $1.5M | NEW | 3.9k | 374.84 |
|
| Albemarle Corporation (ALB) | 0.3 | $1.4M | NEW | 10k | 141.44 |
|
| Johnson Ctls Intl SHS (JCI) | 0.3 | $1.4M | -2% | 12k | 119.75 |
|
| Verizon Communications (VZ) | 0.3 | $1.4M | 35k | 40.73 |
|
|
| Old Republic International Corporation (ORI) | 0.3 | $1.4M | -2% | 32k | 45.64 |
|
| Ies Hldgs (IESC) | 0.3 | $1.4M | NEW | 3.7k | 389.02 |
|
| Dillards Cl A (DDS) | 0.3 | $1.4M | NEW | 2.3k | 606.34 |
|
| Powell Industries (POWL) | 0.3 | $1.4M | NEW | 4.4k | 318.78 |
|
| Tutor Perini Corporation (TPC) | 0.3 | $1.4M | +3% | 21k | 67.02 |
|
| Constellium Se Cl A Shs (CSTM) | 0.3 | $1.4M | NEW | 74k | 18.85 |
|
| Alcoa (AA) | 0.3 | $1.4M | +27% | 26k | 53.14 |
|
| Hca Holdings (HCA) | 0.3 | $1.4M | +385% | 3.0k | 466.80 |
|
| Ford Motor Company (F) | 0.3 | $1.4M | +481% | 104k | 13.12 |
|
| PNC Financial Services (PNC) | 0.3 | $1.4M | 6.5k | 208.74 |
|
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.3 | $1.3M | +247% | 40k | 33.29 |
|
| Adt (ADT) | 0.3 | $1.3M | -40% | 165k | 8.07 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | -3% | 2.6k | 502.65 |
|
| Sterling Construction Company (STRL) | 0.3 | $1.3M | +4% | 4.3k | 306.23 |
|
| Dupont De Nemours (DD) | 0.3 | $1.3M | +144% | 32k | 40.20 |
|
| Hldgs (UAL) | 0.3 | $1.3M | -25% | 12k | 111.82 |
|
| Travelers Companies (TRV) | 0.3 | $1.3M | -14% | 4.4k | 290.04 |
|
| Signet Jewelers SHS (SIG) | 0.3 | $1.3M | +2% | 16k | 82.88 |
|
| American Electric Power Company (AEP) | 0.3 | $1.3M | -2% | 11k | 115.31 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $1.3M | NEW | 5.8k | 222.63 |
|
| Frontdoor (FTDR) | 0.3 | $1.3M | +46% | 22k | 57.69 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.3 | $1.3M | NEW | 6.2k | 203.46 |
|
| Boyd Gaming Corporation (BYD) | 0.2 | $1.3M | NEW | 15k | 85.24 |
|
| Avista Corporation (AVA) | 0.2 | $1.2M | 32k | 38.54 |
|
|
| Toast Cl A (TOST) | 0.2 | $1.2M | +30% | 35k | 35.51 |
|
| Analog Devices (ADI) | 0.2 | $1.2M | -61% | 4.5k | 271.21 |
|
| Coeur Mng Com New (CDE) | 0.2 | $1.2M | NEW | 68k | 17.83 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.2M | +12% | 5.2k | 231.33 |
|
| Clorox Company (CLX) | 0.2 | $1.2M | NEW | 12k | 100.83 |
|
| Paypal Holdings (PYPL) | 0.2 | $1.2M | NEW | 21k | 58.38 |
|
| EastGroup Properties (EGP) | 0.2 | $1.2M | NEW | 6.7k | 178.14 |
|
| CF Industries Holdings (CF) | 0.2 | $1.2M | -35% | 15k | 77.34 |
|
| Tesla Motors (TSLA) | 0.2 | $1.2M | -33% | 2.6k | 449.72 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.2M | 6.4k | 183.40 |
|
|
| Lincoln National Corporation (LNC) | 0.2 | $1.2M | NEW | 27k | 44.53 |
|
| Everus Constr Group (ECG) | 0.2 | $1.1M | -12% | 13k | 85.56 |
|
| Autodesk (ADSK) | 0.2 | $1.1M | NEW | 3.8k | 296.01 |
|
| Genpact SHS (G) | 0.2 | $1.1M | +45% | 24k | 46.78 |
|
| Nortonlifelock (GEN) | 0.2 | $1.1M | -4% | 41k | 27.19 |
|
| T. Rowe Price (TROW) | 0.2 | $1.1M | NEW | 11k | 102.38 |
|
| Msc Indl Direct Cl A (MSM) | 0.2 | $1.1M | 13k | 84.10 |
|
|
| BorgWarner (BWA) | 0.2 | $1.1M | -37% | 24k | 45.06 |
|
| Hecla Mining Company (HL) | 0.2 | $1.0M | NEW | 55k | 19.19 |
|
| Howmet Aerospace (HWM) | 0.2 | $1.0M | -31% | 5.0k | 205.02 |
|
| Polaris Industries (PII) | 0.2 | $989k | -7% | 16k | 63.25 |
|
| Harmony Biosciences Hldgs In (HRMY) | 0.2 | $961k | NEW | 26k | 37.42 |
|
| First Merchants Corporation (FRME) | 0.2 | $947k | NEW | 25k | 37.48 |
|
| Macy's (M) | 0.2 | $932k | NEW | 42k | 22.05 |
|
| Vici Pptys (VICI) | 0.2 | $931k | -45% | 33k | 28.12 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $920k | +69% | 6.8k | 135.72 |
|
| Sabra Health Care REIT (SBRA) | 0.2 | $917k | +6% | 48k | 18.94 |
|
| Garmin SHS (GRMN) | 0.2 | $917k | -36% | 4.5k | 202.85 |
|
| Omega Healthcare Investors (OHI) | 0.2 | $899k | NEW | 20k | 44.34 |
|
| Mosaic (MOS) | 0.2 | $897k | -39% | 37k | 24.09 |
|
| American Healthcare Reit Com Shs (AHR) | 0.2 | $880k | +14% | 19k | 47.06 |
|
| Tapestry (TPR) | 0.2 | $879k | +9% | 6.9k | 127.77 |
|
| Devon Energy Corporation (DVN) | 0.2 | $874k | NEW | 24k | 36.63 |
|
| Upwork (UPWK) | 0.2 | $866k | NEW | 44k | 19.82 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $864k | -3% | 804.00 | 1074.81 |
|
| Catalyst Pharmaceutical Partners (CPRX) | 0.2 | $854k | 37k | 23.34 |
|
|
| AES Corporation (AES) | 0.2 | $844k | -31% | 59k | 14.34 |
|
| Host Hotels & Resorts (HST) | 0.2 | $843k | NEW | 48k | 17.73 |
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.2 | $825k | NEW | 25k | 33.28 |
|
| American Airls (AAL) | 0.2 | $804k | NEW | 52k | 15.33 |
|
| Garrett Motion (GTX) | 0.2 | $794k | -60% | 46k | 17.43 |
|
| Cal Maine Foods Com New (CALM) | 0.2 | $787k | -44% | 9.9k | 79.57 |
|
| Itt (ITT) | 0.2 | $783k | NEW | 4.5k | 173.51 |
|
| Automatic Data Processing (ADP) | 0.2 | $782k | +2% | 3.0k | 257.20 |
|
| UnitedHealth (UNH) | 0.2 | $772k | 2.3k | 330.14 |
|
|
| Cbre Group Cl A (CBRE) | 0.2 | $766k | NEW | 4.8k | 160.79 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.2 | $759k | NEW | 5.0k | 153.30 |
|
| Visa Com Cl A (V) | 0.1 | $682k | -3% | 1.9k | 350.66 |
|
| Nextera Energy (NEE) | 0.1 | $625k | NEW | 7.8k | 80.28 |
|
| KAR Auction Services (OPLN) | 0.1 | $606k | NEW | 20k | 29.78 |
|
| Uber Technologies (UBER) | 0.1 | $593k | -10% | 7.3k | 81.71 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $574k | NEW | 9.8k | 58.62 |
|
| Chevron Corporation (CVX) | 0.1 | $563k | -81% | 3.7k | 152.43 |
|
| Cavco Industries (CVCO) | 0.1 | $555k | NEW | 940.00 | 590.74 |
|
| Installed Bldg Prods (IBP) | 0.1 | $553k | +2% | 2.1k | 259.39 |
|
| ResMed (RMD) | 0.1 | $551k | -59% | 2.3k | 240.88 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $516k | -3% | 599.00 | 861.84 |
|
| Hasbro (HAS) | 0.1 | $510k | NEW | 6.2k | 82.00 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $505k | -67% | 884.00 | 570.90 |
|
| Leidos Holdings (LDOS) | 0.1 | $465k | NEW | 2.6k | 180.40 |
|
| InterDigital (IDCC) | 0.1 | $463k | NEW | 1.5k | 318.38 |
|
| Procter & Gamble Company (PG) | 0.1 | $455k | -4% | 3.2k | 143.32 |
|
| Goldman Sachs (GS) | 0.1 | $453k | -3% | 515.00 | 878.75 |
|
| Oracle Corporation (ORCL) | 0.1 | $413k | -3% | 2.1k | 194.93 |
|
| American Express Company (AXP) | 0.1 | $402k | -3% | 1.1k | 369.97 |
|
| Advanced Micro Devices (AMD) | 0.1 | $361k | -4% | 1.7k | 214.18 |
|
| Netflix (NFLX) | 0.1 | $343k | +702% | 3.7k | 93.76 |
|
| Pepsi (PEP) | 0.1 | $343k | -2% | 2.4k | 143.54 |
|
| Coca-Cola Company (KO) | 0.1 | $335k | -3% | 4.8k | 69.92 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $311k | -89% | 1.8k | 177.75 |
|
| Mongodb Cl A (MDB) | 0.1 | $307k | NEW | 731.00 | 419.69 |
|
| Capital One Financial (COF) | 0.1 | $305k | -5% | 1.3k | 242.32 |
|
| Amgen (AMGN) | 0.1 | $301k | -2% | 920.00 | 327.16 |
|
| Applied Materials (AMAT) | 0.1 | $300k | -5% | 1.2k | 256.89 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $296k | +8% | 510.00 | 579.89 |
|
| Walt Disney Company (DIS) | 0.1 | $289k | -2% | 2.5k | 113.76 |
|
| Pfizer (PFE) | 0.1 | $287k | -2% | 12k | 24.90 |
|
| Abbott Laboratories (ABT) | 0.1 | $286k | -2% | 2.3k | 125.29 |
|
| Intel Corporation (INTC) | 0.1 | $273k | +16% | 7.4k | 36.90 |
|
| Ge Aerospace Com New (GE) | 0.1 | $270k | -2% | 876.00 | 307.99 |
|
| TJX Companies (TJX) | 0.1 | $266k | -2% | 1.7k | 153.60 |
|
| ConocoPhillips (COP) | 0.1 | $256k | -2% | 2.7k | 93.62 |
|
| McDonald's Corporation (MCD) | 0.1 | $253k | -3% | 827.00 | 305.51 |
|
| Linde SHS (LIN) | 0.0 | $246k | -3% | 578.00 | 426.34 |
|
| Las Vegas Sands (LVS) | 0.0 | $244k | NEW | 3.7k | 65.09 |
|
| Metropcs Communications (TMUS) | 0.0 | $242k | -5% | 1.2k | 203.11 |
|
| Kroger (KR) | 0.0 | $237k | -3% | 3.8k | 62.47 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $231k | NEW | 8.0k | 28.82 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $231k | 862.00 | 268.18 |
|
|
| Progressive Corporation (PGR) | 0.0 | $223k | -3% | 979.00 | 227.72 |
|
| Anthem (ELV) | 0.0 | $222k | 635.00 | 350.29 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $211k | -11% | 240.00 | 879.23 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $210k | -73% | 4.3k | 49.21 |
|
| Stellantis SHS (STLA) | 0.0 | $145k | 13k | 10.89 |
|
|
| Clarivate Ord Shs (CLVT) | 0.0 | $54k | NEW | 16k | 3.34 |
|
Past Filings by Convergence Investment Partners
SEC 13F filings are viewable for Convergence Investment Partners going back to 2011
- Convergence Investment Partners 2025 Q4 filed Feb. 5, 2026
- Convergence Investment Partners 2025 Q3 filed Nov. 4, 2025
- Convergence Investment Partners 2025 Q2 filed Aug. 1, 2025
- Convergence Investment Partners 2025 Q1 filed May 6, 2025
- Convergence Investment Partners 2024 Q4 filed Jan. 31, 2025
- Convergence Investment Partners 2024 Q3 filed Oct. 29, 2024
- Convergence Investment Partners 2024 Q2 filed Aug. 1, 2024
- Convergence Investment Partners 2024 Q1 filed May 3, 2024
- Convergence Investment Partners 2023 Q3 filed Nov. 2, 2023
- Convergence Investment Partners 2023 Q2 filed July 26, 2023
- Convergence Investment Partners 2023 Q1 filed May 9, 2023
- Convergence Investment Partners 2022 Q4 filed Feb. 3, 2023
- Convergence Investment Partners 2022 Q3 filed Nov. 8, 2022
- Convergence Investment Partners 2022 Q2 filed Aug. 5, 2022
- Convergence Investment Partners 2022 Q1 filed April 26, 2022
- Convergence Investment Partners 2021 Q4 filed Jan. 25, 2022