Convergence Investment Partners
Latest statistics and disclosures from Convergence Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, AVGO, GOOGL, MSFT, and represent 11.43% of Convergence Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: AAPL, AEO, GOOG, ADBE, FOX, HPE, SEDG, IVZ, ROKU, IBKR.
- Started 66 new stock positions in CENX, INTC, FTDR, EXPE, PTON, TMO, PII, ABNB, SIG, ACGL.
- Reduced shares in these 10 stocks: CSCO, NFLX, NTNX, CVNA, BE, HD, WMB, COF, SNEX, WMT.
- Sold out of its positions in ATGE, ACI, ALL, TBBK, EAT, CBOE, CNC, EXE, CVLT, DORM.
- Convergence Investment Partners was a net buyer of stock by $13M.
- Convergence Investment Partners has $446M in assets under management (AUM), dropping by 12.95%.
- Central Index Key (CIK): 0001456133
Tip: Access up to 7 years of quarterly data
Positions held by Convergence Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Convergence Investment Partners
Convergence Investment Partners holds 250 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.3 | $15M | +4% | 78k | 186.58 |
|
| Apple (AAPL) | 2.2 | $9.6M | +106% | 38k | 254.63 |
|
| Broadcom (AVGO) | 2.1 | $9.4M | 28k | 329.91 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $8.8M | -13% | 36k | 243.10 |
|
| Microsoft Corporation (MSFT) | 1.9 | $8.5M | -4% | 16k | 517.96 |
|
| International Business Machines (IBM) | 1.9 | $8.4M | +5% | 30k | 282.16 |
|
| Meta Platforms Cl A (META) | 1.8 | $8.0M | -8% | 11k | 734.41 |
|
| Amazon (AMZN) | 1.7 | $7.5M | -3% | 34k | 219.57 |
|
| Bank of New York Mellon Corporation (BK) | 1.5 | $6.5M | +7% | 60k | 108.96 |
|
| Abbvie (ABBV) | 1.4 | $6.4M | +11% | 28k | 231.54 |
|
| At&t (T) | 1.3 | $5.8M | +12% | 207k | 28.24 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $5.7M | +161% | 24k | 243.55 |
|
| Altria (MO) | 1.2 | $5.5M | +3% | 83k | 66.06 |
|
| Applovin Corp Com Cl A (APP) | 1.1 | $5.1M | -5% | 7.1k | 718.54 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $5.0M | -8% | 16k | 315.43 |
|
| Lam Research Corp Com New (LRCX) | 1.1 | $5.0M | +34% | 37k | 133.90 |
|
| Hewlett Packard Enterprise (HPE) | 1.1 | $4.7M | +188% | 193k | 24.56 |
|
| Gilead Sciences (GILD) | 1.1 | $4.7M | -23% | 43k | 111.00 |
|
| Cardinal Health (CAH) | 1.0 | $4.6M | -5% | 30k | 156.96 |
|
| Bristol Myers Squibb (BMY) | 1.0 | $4.6M | +32% | 101k | 45.10 |
|
| Bank of America Corporation (BAC) | 1.0 | $4.4M | +8% | 86k | 51.59 |
|
| Valero Energy Corporation (VLO) | 0.9 | $4.2M | +11% | 25k | 170.26 |
|
| Wal-Mart Stores (WMT) | 0.9 | $4.2M | -31% | 41k | 103.06 |
|
| American Eagle Outfitters (AEO) | 0.9 | $4.2M | NEW | 243k | 17.11 |
|
| Synchrony Financial (SYF) | 0.8 | $3.7M | -8% | 52k | 71.05 |
|
| Wells Fargo & Company (WFC) | 0.8 | $3.7M | -6% | 44k | 83.82 |
|
| Phillips 66 (PSX) | 0.8 | $3.6M | +114% | 26k | 136.02 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $3.5M | 31k | 112.75 |
|
|
| Qualcomm (QCOM) | 0.8 | $3.4M | 21k | 166.36 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $3.3M | NEW | 9.5k | 352.75 |
|
| Fox Corp Cl B Com (FOX) | 0.7 | $3.3M | NEW | 57k | 57.29 |
|
| Palantir Technologies Cl A (PLTR) | 0.7 | $3.2M | +30% | 17k | 182.42 |
|
| Chevron Corporation (CVX) | 0.7 | $3.1M | +15% | 20k | 155.29 |
|
| Solaredge Technologies (SEDG) | 0.7 | $3.0M | NEW | 82k | 37.00 |
|
| Verisign (VRSN) | 0.7 | $3.0M | -6% | 11k | 279.57 |
|
| Invesco SHS (IVZ) | 0.7 | $3.0M | NEW | 132k | 22.94 |
|
| Kla Corp Com New (KLAC) | 0.7 | $3.0M | -34% | 2.8k | 1078.67 |
|
| Analog Devices (ADI) | 0.6 | $2.9M | -20% | 12k | 245.70 |
|
| Arista Networks Com Shs (ANET) | 0.6 | $2.8M | -37% | 19k | 145.71 |
|
| Pegasystems (PEGA) | 0.6 | $2.7M | -3% | 47k | 57.50 |
|
| Nrg Energy Com New (NRG) | 0.6 | $2.7M | -27% | 16k | 161.95 |
|
| Flex Ord (FLEX) | 0.6 | $2.7M | -14% | 46k | 57.97 |
|
| F5 Networks (FFIV) | 0.6 | $2.6M | +128% | 7.9k | 323.19 |
|
| Caterpillar (CAT) | 0.6 | $2.6M | -4% | 5.4k | 477.12 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.6 | $2.5M | -37% | 17k | 145.61 |
|
| Roku Com Cl A (ROKU) | 0.6 | $2.5M | NEW | 25k | 100.13 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.6 | $2.5M | NEW | 36k | 68.81 |
|
| Medtronic SHS (MDT) | 0.5 | $2.4M | +6% | 26k | 95.24 |
|
| Adt (ADT) | 0.5 | $2.4M | +28% | 278k | 8.71 |
|
| MetLife (MET) | 0.5 | $2.4M | +3% | 29k | 82.37 |
|
| Lithia Motors (LAD) | 0.5 | $2.4M | +124% | 7.6k | 316.00 |
|
| Philip Morris International (PM) | 0.5 | $2.4M | +2% | 15k | 162.20 |
|
| Amphenol Corp Cl A (APH) | 0.5 | $2.4M | +59% | 19k | 123.75 |
|
| eBay (EBAY) | 0.5 | $2.4M | 26k | 90.95 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.5 | $2.4M | +26% | 79k | 30.03 |
|
| Johnson & Johnson (JNJ) | 0.5 | $2.3M | +2% | 13k | 185.43 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.5 | $2.2M | +77% | 38k | 58.01 |
|
| CF Industries Holdings (CF) | 0.5 | $2.1M | -5% | 24k | 89.70 |
|
| Mosaic (MOS) | 0.5 | $2.1M | +40% | 61k | 34.68 |
|
| Cisco Systems (CSCO) | 0.5 | $2.1M | -67% | 31k | 68.42 |
|
| SEI Investments Company (SEIC) | 0.5 | $2.1M | +22% | 25k | 84.85 |
|
| Morgan Stanley Com New (MS) | 0.5 | $2.1M | -3% | 13k | 158.96 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $2.0M | +32% | 21k | 95.47 |
|
| NetApp (NTAP) | 0.4 | $2.0M | 17k | 118.46 |
|
|
| Vici Pptys (VICI) | 0.4 | $2.0M | +17% | 61k | 32.61 |
|
| Citigroup Com New (C) | 0.4 | $2.0M | -10% | 20k | 101.50 |
|
| General Motors Company (GM) | 0.4 | $2.0M | -9% | 32k | 60.97 |
|
| State Street Corporation (STT) | 0.4 | $1.9M | 17k | 116.01 |
|
|
| Dropbox Cl A (DBX) | 0.4 | $1.9M | +23% | 63k | 30.21 |
|
| Fifth Third Ban (FITB) | 0.4 | $1.9M | 43k | 44.55 |
|
|
| Federated Hermes CL B (FHI) | 0.4 | $1.9M | -6% | 37k | 51.93 |
|
| McKesson Corporation (MCK) | 0.4 | $1.9M | -2% | 2.5k | 772.56 |
|
| Merck & Co (MRK) | 0.4 | $1.9M | +37% | 23k | 83.93 |
|
| Zoom Communications Cl A (ZM) | 0.4 | $1.8M | +49% | 22k | 82.50 |
|
| Home Depot (HD) | 0.4 | $1.8M | -54% | 4.5k | 405.21 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $1.8M | 3.6k | 499.21 |
|
|
| Alliance Data Systems Corporation (BFH) | 0.4 | $1.8M | 32k | 55.77 |
|
|
| Electronic Arts (EA) | 0.4 | $1.8M | +92% | 8.9k | 201.71 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $1.8M | +51% | 57k | 31.42 |
|
| Tesla Motors (TSLA) | 0.4 | $1.8M | +35% | 4.0k | 444.72 |
|
| Garmin SHS (GRMN) | 0.4 | $1.8M | -22% | 7.2k | 246.24 |
|
| Ciena Corp Com New (CIEN) | 0.4 | $1.7M | NEW | 12k | 145.67 |
|
| Ptc Therapeutics I (PTCT) | 0.4 | $1.7M | +13% | 28k | 61.37 |
|
| Us Bancorp Del Com New (USB) | 0.4 | $1.7M | 36k | 48.33 |
|
|
| Simon Property (SPG) | 0.4 | $1.7M | +17% | 9.0k | 187.66 |
|
| Southern Copper Corporation (SCCO) | 0.4 | $1.7M | 14k | 121.36 |
|
|
| Cal Maine Foods Com New (CALM) | 0.4 | $1.7M | -31% | 18k | 94.11 |
|
| BorgWarner (BWA) | 0.4 | $1.7M | -4% | 38k | 43.96 |
|
| Newmont Mining Corporation (NEM) | 0.4 | $1.6M | +32% | 20k | 84.31 |
|
| AmerisourceBergen (COR) | 0.4 | $1.6M | 5.2k | 312.56 |
|
|
| Corning Incorporated (GLW) | 0.4 | $1.6M | -20% | 20k | 82.03 |
|
| Verizon Communications (VZ) | 0.4 | $1.6M | 36k | 43.95 |
|
|
| Marathon Petroleum Corp (MPC) | 0.4 | $1.6M | +5% | 8.2k | 192.73 |
|
| Garrett Motion (GTX) | 0.4 | $1.6M | NEW | 116k | 13.62 |
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $1.6M | -23% | 13k | 124.34 |
|
| ResMed (RMD) | 0.3 | $1.5M | +13% | 5.6k | 273.73 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.5M | +188% | 2.7k | 568.81 |
|
| Hldgs (UAL) | 0.3 | $1.5M | +2% | 16k | 96.50 |
|
| Edison International (EIX) | 0.3 | $1.5M | +67% | 27k | 55.28 |
|
| Black Hills Corporation (BKH) | 0.3 | $1.5M | 24k | 61.59 |
|
|
| Cigna Corp (CI) | 0.3 | $1.5M | +426% | 5.2k | 288.23 |
|
| Halozyme Therapeutics (HALO) | 0.3 | $1.5M | -26% | 20k | 73.34 |
|
| Apa Corporation (APA) | 0.3 | $1.5M | NEW | 61k | 24.28 |
|
| Archer Daniels Midland Company (ADM) | 0.3 | $1.5M | NEW | 25k | 59.74 |
|
| Primoris Services (PRIM) | 0.3 | $1.5M | -37% | 11k | 137.33 |
|
| Travelers Companies (TRV) | 0.3 | $1.4M | +11% | 5.2k | 279.24 |
|
| Signet Jewelers SHS (SIG) | 0.3 | $1.4M | NEW | 15k | 95.92 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $1.4M | -51% | 10k | 143.18 |
|
| Godaddy Cl A (GDDY) | 0.3 | $1.4M | -19% | 11k | 136.83 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.3 | $1.4M | -62% | 17k | 84.57 |
|
| Howmet Aerospace (HWM) | 0.3 | $1.4M | -6% | 7.3k | 196.23 |
|
| Outfront Media Com New (OUT) | 0.3 | $1.4M | -20% | 78k | 18.32 |
|
| Hf Sinclair Corp (DINO) | 0.3 | $1.4M | NEW | 27k | 52.34 |
|
| General Dynamics Corporation (GD) | 0.3 | $1.4M | +9% | 4.1k | 341.03 |
|
| Sterling Construction Company (STRL) | 0.3 | $1.4M | -28% | 4.1k | 339.68 |
|
| Jabil Circuit (JBL) | 0.3 | $1.4M | -56% | 6.4k | 217.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.4M | -7% | 2.7k | 502.74 |
|
| Old Republic International Corporation (ORI) | 0.3 | $1.4M | -39% | 32k | 42.47 |
|
| Johnson Ctls Intl SHS (JCI) | 0.3 | $1.4M | -50% | 12k | 109.95 |
|
| Biogen Idec (BIIB) | 0.3 | $1.3M | NEW | 9.6k | 140.08 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $1.3M | 10k | 132.40 |
|
|
| PNC Financial Services (PNC) | 0.3 | $1.3M | 6.6k | 200.92 |
|
|
| Humana (HUM) | 0.3 | $1.3M | +60% | 5.1k | 260.18 |
|
| Tutor Perini Corporation (TPC) | 0.3 | $1.3M | NEW | 20k | 65.59 |
|
| Everus Constr Group (ECG) | 0.3 | $1.3M | NEW | 15k | 85.75 |
|
| Allegion Ord Shs (ALLE) | 0.3 | $1.3M | NEW | 7.3k | 177.35 |
|
| American Electric Power Company (AEP) | 0.3 | $1.3M | NEW | 11k | 112.50 |
|
| Chubb (CB) | 0.3 | $1.3M | +451% | 4.5k | 282.27 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $1.3M | +8% | 74k | 17.27 |
|
| Pilgrim's Pride Corporation (PPC) | 0.3 | $1.3M | +19% | 31k | 40.72 |
|
| Illinois Tool Works (ITW) | 0.3 | $1.3M | NEW | 4.8k | 260.76 |
|
| Cheniere Energy Com New (LNG) | 0.3 | $1.2M | +3% | 5.3k | 234.98 |
|
| Zions Bancorporation (ZION) | 0.3 | $1.2M | +2% | 22k | 56.58 |
|
| Incyte Corporation (INCY) | 0.3 | $1.2M | +246% | 15k | 84.81 |
|
| Avista Corporation (AVA) | 0.3 | $1.2M | -35% | 32k | 37.81 |
|
| Nortonlifelock (GEN) | 0.3 | $1.2M | 43k | 28.39 |
|
|
| Argan (AGX) | 0.3 | $1.2M | NEW | 4.4k | 270.05 |
|
| Msc Indl Direct Cl A (MSM) | 0.3 | $1.2M | NEW | 13k | 92.14 |
|
| Generac Holdings (GNRC) | 0.3 | $1.2M | NEW | 7.0k | 167.40 |
|
| Exelon Corporation (EXC) | 0.3 | $1.2M | +16% | 26k | 45.01 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $1.2M | +12% | 15k | 79.94 |
|
| Oshkosh Corporation (OSK) | 0.3 | $1.2M | NEW | 9.0k | 129.70 |
|
| Penske Automotive (PAG) | 0.3 | $1.2M | NEW | 6.7k | 173.92 |
|
| Rev (REVG) | 0.3 | $1.1M | -6% | 20k | 56.67 |
|
| Booking Holdings (BKNG) | 0.3 | $1.1M | -30% | 212.00 | 5399.42 |
|
| AES Corporation (AES) | 0.3 | $1.1M | NEW | 86k | 13.16 |
|
| Unum (UNM) | 0.3 | $1.1M | 15k | 77.78 |
|
|
| UGI Corporation (UGI) | 0.2 | $1.1M | +39% | 33k | 33.26 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.1M | 4.7k | 236.39 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.1M | -27% | 6.4k | 167.34 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $1.1M | -15% | 19k | 56.75 |
|
| W.R. Berkley Corporation (WRB) | 0.2 | $1.1M | -25% | 14k | 76.62 |
|
| Stag Industrial (STAG) | 0.2 | $1.0M | 30k | 35.29 |
|
|
| Dupont De Nemours (DD) | 0.2 | $1.0M | NEW | 13k | 77.90 |
|
| Global Payments (GPN) | 0.2 | $1.0M | NEW | 12k | 83.08 |
|
| Frontdoor (FTDR) | 0.2 | $1.0M | NEW | 15k | 67.29 |
|
| Expedia Group Com New (EXPE) | 0.2 | $1.0M | NEW | 4.7k | 213.75 |
|
| AZZ Incorporated (AZZ) | 0.2 | $1000k | NEW | 9.2k | 109.13 |
|
| Enterprise Financial Services (EFSC) | 0.2 | $1000k | NEW | 17k | 57.98 |
|
| Polaris Industries (PII) | 0.2 | $979k | NEW | 17k | 58.13 |
|
| Lear Corp Com New (LEA) | 0.2 | $977k | 9.7k | 100.61 |
|
|
| Toast Cl A (TOST) | 0.2 | $975k | NEW | 27k | 36.51 |
|
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.2 | $970k | -39% | 97k | 10.01 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $962k | NEW | 11k | 90.73 |
|
| H&R Block (HRB) | 0.2 | $959k | 19k | 50.57 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.2 | $952k | +26% | 33k | 28.91 |
|
| Century Aluminum Company (CENX) | 0.2 | $942k | NEW | 32k | 29.36 |
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $931k | +26% | 24k | 39.22 |
|
| Digital Realty Trust (DLR) | 0.2 | $913k | NEW | 5.3k | 172.87 |
|
| Automatic Data Processing (ADP) | 0.2 | $868k | NEW | 3.0k | 293.46 |
|
| Encana Corporation (OVV) | 0.2 | $853k | NEW | 21k | 40.38 |
|
| Sabra Health Care REIT (SBRA) | 0.2 | $850k | NEW | 46k | 18.64 |
|
| UnitedHealth (UNH) | 0.2 | $821k | +40% | 2.4k | 345.32 |
|
| WESCO International (WCC) | 0.2 | $805k | NEW | 3.8k | 211.50 |
|
| Uber Technologies (UBER) | 0.2 | $791k | -26% | 8.1k | 97.97 |
|
| Granite Construction (GVA) | 0.2 | $758k | -41% | 6.9k | 109.65 |
|
| Corecivic (CXW) | 0.2 | $732k | +25% | 36k | 20.35 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $731k | NEW | 16k | 45.72 |
|
| Catalyst Pharmaceutical Partners (CPRX) | 0.2 | $714k | -34% | 36k | 19.70 |
|
| Cintas Corporation (CTAS) | 0.2 | $711k | +4% | 3.5k | 205.24 |
|
| Tapestry (TPR) | 0.2 | $711k | NEW | 6.3k | 113.22 |
|
| NVR (NVR) | 0.2 | $699k | +7% | 87.00 | 8034.66 |
|
| Dxc Technology (DXC) | 0.2 | $693k | NEW | 51k | 13.63 |
|
| Visa Com Cl A (V) | 0.2 | $690k | 2.0k | 341.32 |
|
|
| American Healthcare Reit Com Shs (AHR) | 0.2 | $684k | +14% | 16k | 42.01 |
|
| Genpact SHS (G) | 0.2 | $681k | -3% | 16k | 41.89 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $674k | NEW | 1.2k | 562.27 |
|
| Alcoa (AA) | 0.1 | $667k | NEW | 20k | 32.89 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $639k | 837.00 | 763.07 |
|
|
| Cushman Wakefield SHS (CWK) | 0.1 | $619k | -8% | 39k | 15.92 |
|
| Oracle Corporation (ORCL) | 0.1 | $616k | -15% | 2.2k | 281.26 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $596k | -42% | 1.3k | 456.00 |
|
| Maximus (MMS) | 0.1 | $594k | NEW | 6.5k | 91.37 |
|
| Ringcentral Cl A (RNG) | 0.1 | $590k | NEW | 21k | 28.34 |
|
| Vistra Energy (VST) | 0.1 | $589k | -46% | 3.0k | 195.93 |
|
| Envista Hldgs Corp (NVST) | 0.1 | $585k | NEW | 29k | 20.37 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $572k | -3% | 618.00 | 925.09 |
|
| Trustmark Corporation (TRMK) | 0.1 | $548k | NEW | 14k | 39.60 |
|
| Netflix (NFLX) | 0.1 | $547k | -87% | 456.00 | 1198.92 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $540k | -4% | 7.2k | 75.39 |
|
| MasTec (MTZ) | 0.1 | $528k | -67% | 2.5k | 212.81 |
|
| Installed Bldg Prods (IBP) | 0.1 | $513k | NEW | 2.1k | 246.66 |
|
| Mueller Industries (MLI) | 0.1 | $513k | NEW | 5.1k | 101.11 |
|
| Procter & Gamble Company (PG) | 0.1 | $511k | 3.3k | 153.64 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $485k | NEW | 4.0k | 121.42 |
|
| Carvana Cl A (CVNA) | 0.1 | $454k | -84% | 1.2k | 377.24 |
|
| Visteon Corp Com New (VC) | 0.1 | $454k | +58% | 3.8k | 119.86 |
|
| Rayonier (RYN) | 0.1 | $451k | NEW | 17k | 26.54 |
|
| Goldman Sachs (GS) | 0.1 | $423k | -25% | 531.00 | 796.08 |
|
| Reddit Cl A (RDDT) | 0.1 | $409k | NEW | 1.8k | 229.99 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $375k | NEW | 3.1k | 122.42 |
|
| American Express Company (AXP) | 0.1 | $373k | -2% | 1.1k | 332.17 |
|
| Valmont Industries (VMI) | 0.1 | $361k | NEW | 932.00 | 387.73 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.1 | $356k | NEW | 12k | 30.55 |
|
| Pepsi (PEP) | 0.1 | $343k | +18% | 2.4k | 140.46 |
|
| Coca-Cola Company (KO) | 0.1 | $329k | 5.0k | 66.32 |
|
|
| Lowe's Companies (LOW) | 0.1 | $327k | 1.3k | 251.33 |
|
|
| Doximity Cl A (DOCS) | 0.1 | $318k | NEW | 4.3k | 73.15 |
|
| Abbott Laboratories (ABT) | 0.1 | $316k | 2.4k | 133.93 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $303k | -61% | 1.3k | 239.44 |
|
| Pfizer (PFE) | 0.1 | $300k | +4% | 12k | 25.48 |
|
| Walt Disney Company (DIS) | 0.1 | $300k | 2.6k | 114.52 |
|
|
| salesforce (CRM) | 0.1 | $289k | 1.2k | 237.05 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $286k | 1.8k | 161.80 |
|
|
| Linde SHS (LIN) | 0.1 | $285k | 601.00 | 474.88 |
|
|
| Capital One Financial (COF) | 0.1 | $283k | -87% | 1.3k | 212.54 |
|
| Ge Aerospace Com New (GE) | 0.1 | $270k | -5% | 897.00 | 300.76 |
|
| Amgen (AMGN) | 0.1 | $267k | 948.00 | 282.05 |
|
|
| Kroger (KR) | 0.1 | $266k | -4% | 3.9k | 67.41 |
|
| ConocoPhillips (COP) | 0.1 | $265k | +19% | 2.8k | 94.59 |
|
| Peloton Interactive Cl A Com (PTON) | 0.1 | $264k | NEW | 29k | 9.00 |
|
| McDonald's Corporation (MCD) | 0.1 | $261k | 859.00 | 303.74 |
|
|
| Hca Holdings (HCA) | 0.1 | $259k | -11% | 609.00 | 426.02 |
|
| TJX Companies (TJX) | 0.1 | $257k | 1.8k | 144.53 |
|
|
| Stride (LRN) | 0.1 | $254k | -71% | 1.7k | 148.94 |
|
| Applied Materials (AMAT) | 0.1 | $253k | 1.2k | 204.82 |
|
|
| Micron Technology (MU) | 0.1 | $251k | NEW | 1.5k | 167.30 |
|
| Progressive Corporation (PGR) | 0.1 | $250k | 1.0k | 246.95 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $250k | NEW | 2.5k | 101.37 |
|
| Mp Materials Corp Com Cl A (MP) | 0.1 | $244k | NEW | 3.6k | 67.07 |
|
| Coherent Corp (COHR) | 0.1 | $242k | -83% | 2.2k | 107.72 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $228k | NEW | 469.00 | 485.42 |
|
| Deere & Company (DE) | 0.0 | $219k | 479.00 | 457.10 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $215k | 872.00 | 246.47 |
|
|
| Intel Corporation (INTC) | 0.0 | $214k | NEW | 6.4k | 33.55 |
|
| Ford Motor Company (F) | 0.0 | $213k | +30% | 18k | 11.96 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $206k | NEW | 272.00 | 758.34 |
|
| Intuit (INTU) | 0.0 | $206k | 301.00 | 683.44 |
|
|
| Anthem (ELV) | 0.0 | $205k | +10% | 634.00 | 323.37 |
|
| Stellantis SHS (STLA) | 0.0 | $124k | NEW | 13k | 9.34 |
|
Past Filings by Convergence Investment Partners
SEC 13F filings are viewable for Convergence Investment Partners going back to 2011
- 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
- Convergence Investment Partners 2021 Q3 filed Oct. 25, 2021