Convergence Investment Partners, LLC Top Holdings and 13F Report (2025) About Convergence Investment Partners, LLCInvestment ActivityConvergence Investment Partners, LLC has $394.46 million in total holdings as of June 30, 2025.Convergence Investment Partners, LLC owns shares of 233 different stocks, but just 117 companies or ETFs make up 80% of its holdings.Approximately 22.98% of the portfolio was purchased this quarter.About 23.14% of the portfolio was sold this quarter.This quarter, Convergence Investment Partners, LLC has purchased 237 new stocks and bought additional shares in 62 stocks.Convergence Investment Partners, LLC sold shares of 115 stocks and completely divested from 58 stocks this quarter.Largest Holdings NVIDIA $11,818,446Meta Platforms $8,833,732Microsoft $8,532,482International Business Machines $8,338,128Amazon.com $7,778,911 Largest New Holdings this Quarter 482480100 - KLA $3,758,690 Holding032654105 - Analog Devices $3,510,800 HoldingY2573F102 - Flex $2,675,812 Holding705573103 - Pegasystems $2,653,344 Holding50155Q100 - Kyndryl $2,624,976 Holding Largest Purchases this Quarter Netflix 3,057 shares (about $4.09M)KLA 4,196 shares (about $3.76M)Analog Devices 14,750 shares (about $3.51M)Flex 53,602 shares (about $2.68M)Pegasystems 49,018 shares (about $2.65M) Largest Sales this Quarter QUALCOMM 22,167 shares (about $3.53M)Broadcom 7,454 shares (about $2.05M)Berkshire Hathaway 3,428 shares (about $1.67M)Walmart 14,816 shares (about $1.45M)F5 4,648 shares (about $1.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofConvergence Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$11,818,446$804,011 ▼-6.4%74,8053.0%Computer and TechnologyMETAMeta Platforms$8,833,732$40,596 ▼-0.5%11,9682.2%Computer and TechnologyMSFTMicrosoft$8,532,482$1,931,920 ▲29.3%17,1542.2%Computer and TechnologyIBMInternational Business Machines$8,338,128$114,374 ▲1.4%28,2862.1%Computer and TechnologyAMZNAmazon.com$7,778,911$811,524 ▼-9.4%35,4572.0%Retail/WholesaleAVGOBroadcom$7,666,020$2,054,673 ▼-21.1%27,8111.9%Computer and TechnologyGOOGLAlphabet$7,415,052$1,425,700 ▲23.8%42,0761.9%Computer and TechnologyCSCOCisco Systems$6,512,505$322,063 ▲5.2%93,8671.7%Computer and TechnologyGILDGilead Sciences$6,132,348$234,934 ▲4.0%55,3111.6%MedicalWMTWalmart$5,778,022$1,448,710 ▼-20.0%59,0921.5%Retail/WholesaleTAT&T$5,317,393$653,608 ▼-10.9%183,7391.3%Computer and TechnologyCAHCardinal Health$5,227,876$280,059 ▲5.7%31,1181.3%MedicalBKBank of New York Mellon$5,048,936$1,733,909 ▲52.3%55,4161.3%FinanceJPMJPMorgan Chase & Co.$5,028,462$365,575 ▲7.8%17,3451.3%FinanceNFLXNetflix$4,835,598$4,093,720 ▲551.8%3,6111.2%Consumer DiscretionaryMOAltria Group$4,692,968$471,325 ▼-9.1%80,0441.2%Consumer StaplesABBVAbbVie$4,600,934$478,711 ▼-9.4%24,7871.2%MedicalSYFSynchrony Financial$3,823,785$52,190 ▲1.4%57,2941.0%FinanceWFCWells Fargo & Company$3,781,208$439,381 ▼-10.4%47,1941.0%FinanceAAPLApple$3,760,199$1,269,198 ▼-25.2%18,3271.0%Computer and TechnologyKLACKLA$3,758,690$3,758,690 ▲New Holding4,1961.0%Computer and TechnologyBACBank of America$3,742,185$215,305 ▼-5.4%79,0830.9%FinanceHDHome Depot$3,678,373$997,227 ▼-21.3%10,0330.9%Retail/WholesaleNRGNRG Energy$3,644,178$319,713 ▼-8.1%22,6940.9%UtilitiesBMYBristol Myers Squibb$3,530,464$1,574 ▼0.0%76,2680.9%MedicalADIAnalog Devices$3,510,800$3,510,800 ▲New Holding14,7500.9%Computer and TechnologyVRSNVeriSign$3,341,994$88,950 ▲2.7%11,5720.8%Computer and TechnologyQCOMQUALCOMM$3,282,025$3,530,311 ▼-51.8%20,6080.8%Computer and TechnologyXOMExxon Mobil$3,279,437$57,135 ▼-1.7%30,4210.8%EnergyJBLJabil$3,192,984$2,518,619 ▲373.5%14,6400.8%Computer and TechnologyARISTA NETWORKS INC$3,132,835$519,121 ▼-14.2%30,6210.8%COM SHSVLOValero Energy$2,963,627$343,301 ▲13.1%22,0480.8%EnergyNTNXNutanix$2,725,927$81,944 ▲3.1%35,6610.7%Computer and TechnologyLAM RESEARCH CORP$2,696,675$708,821 ▲35.7%27,7040.7%COM NEWFLEXFlex$2,675,812$2,675,812 ▲New Holding53,6020.7%Computer and TechnologyPEGAPegasystems$2,653,344$2,653,344 ▲New Holding49,0180.7%Computer and TechnologyAPPLOVIN CORP$2,641,704$651,499 ▼-19.8%7,5460.7%COM CL APMPhilip Morris International$2,632,619$972,184 ▲58.5%14,4550.7%Consumer StaplesCVNACarvana$2,630,647$228,459 ▼-8.0%7,8070.7%Retail/WholesaleKDKyndryl$2,624,976$2,624,976 ▲New Holding62,5590.7%Business ServicesJCIJohnson Controls International$2,609,078$1,332,846 ▲104.4%24,7020.7%ConstructionCRDOCredo Technology Group$2,576,780$2,576,780 ▲New Holding27,8300.7%Computer and TechnologyCALMCal-Maine Foods$2,561,619$164,690 ▲6.9%25,7110.6%Basic MaterialsCVXChevron$2,439,779$1,067,752 ▼-30.4%17,0390.6%EnergyGDDYGoDaddy$2,364,368$166,195 ▲7.6%13,1310.6%Computer and TechnologyCOFCapital One Financial$2,346,530$94,253 ▲4.2%11,0290.6%FinanceCFCF Industries$2,334,818$1,340,464 ▲134.8%25,3780.6%Basic MaterialsMETMetLife$2,275,229$607,248 ▼-21.1%28,2920.6%FinanceCATCaterpillar$2,182,974$20,964 ▼-1.0%5,6230.6%IndustrialsWMBWilliams Companies$2,157,001$31,028 ▼-1.4%34,3420.5%EnergyKMBKimberly-Clark$2,126,336$563,267 ▼-20.9%16,4930.5%Consumer StaplesMDTMedtronic$2,107,064$698,054 ▼-24.9%24,1720.5%MedicalORIOld Republic International$2,032,857$2,032,857 ▲New Holding52,8840.5%FinanceSNEXStoneX Group$2,018,204$54,228 ▼-2.6%22,1440.5%FinanceHOODRobinhood Markets$1,927,374$1,927,374 ▲New Holding20,5850.5%FinanceEBAYeBay$1,926,593$1,223,983 ▲174.2%25,8740.5%Retail/WholesaleGRMNGarmin$1,922,471$368,173 ▼-16.1%9,2110.5%Computer and TechnologyMSMorgan Stanley$1,889,250$20,566 ▼-1.1%13,4120.5%FinanceAVAAvista$1,882,816$10,854 ▲0.6%49,6130.5%UtilitiesCCitigroup$1,853,576$447,136 ▲31.8%21,7760.5%Financial ServicesJNJJohnson & Johnson$1,852,872$104,176 ▼-5.3%12,1300.5%MedicalMCKMcKesson$1,850,316$73,280 ▼-3.8%2,5250.5%MedicalMTGMGIC Investment$1,842,507$1,842,507 ▲New Holding66,1820.5%FinanceBFHBread Financial$1,832,695$186,725 ▼-9.2%32,0850.5%FinanceADTADT$1,829,698$1,025,175 ▲127.4%216,0210.5%IndustrialsPALANTIR TECHNOLOGIES INC$1,800,106$609,214 ▼-25.3%13,2050.5%CL ANTAPNetApp$1,798,190$746 ▼0.0%16,8760.5%Computer and TechnologySEICSEI Investments$1,790,281$401,854 ▼-18.3%19,9230.5%FinanceFTNTFortinet$1,778,105$969,453 ▲119.9%16,8190.5%Computer and TechnologyGMGeneral Motors$1,761,957$23,916 ▼-1.3%35,8050.4%Auto/Tires/TrucksSTTState Street$1,758,206$3,190 ▼-0.2%16,5340.4%FinanceBKNGBooking$1,754,174$208,417 ▲13.5%3030.4%Retail/WholesaleFITBFifth Third Bancorp$1,753,334$983,708 ▼-35.9%42,6290.4%FinanceSPOTSpotify Technology$1,750,303$982,963 ▼-36.0%2,2810.4%Computer and TechnologyFHIFederated Hermes$1,734,109$1,734,109 ▲New Holding39,1270.4%FinanceVICIVICI Properties$1,696,513$17,637 ▲1.1%52,0400.4%FinanceLMTLockheed Martin$1,683,244$10,653 ▼-0.6%3,6340.4%AerospaceEXELExelixis$1,679,742$48,703 ▲3.0%38,1110.4%MedicalFLRFluor$1,626,438$1,626,438 ▲New Holding31,7230.4%ConstructionUSBU.S. Bancorp$1,608,845$1,608,845 ▲New Holding35,5550.4%FinanceOUTFRONT MEDIA INC$1,603,513$16,255 ▲1.0%98,2540.4%COM NEWMOSMosaic$1,597,933$1,597,933 ▲New Holding43,8030.4%Basic MaterialsGOOGAlphabet$1,593,823$68,117 ▼-4.1%8,9850.4%Computer and TechnologyCORCencora$1,587,534$435,417 ▼-21.5%5,2940.4%MedicalVZVerizon Communications$1,567,230$15,620 ▼-1.0%36,2200.4%Computer and TechnologyCVLTCommVault Systems$1,510,395$617,128 ▲69.1%8,6640.4%Computer and TechnologyPSXPhillips 66$1,466,256$20,878 ▼-1.4%12,2900.4%EnergyDBXDropbox$1,460,659$293,751 ▲25.2%51,0720.4%Computer and TechnologyHWMHowmet Aerospace$1,455,168$101,999 ▲7.5%7,8180.4%AerospaceSCHWCharles Schwab$1,435,218$445,620 ▼-23.7%15,7300.4%FinanceBRK.BBerkshire Hathaway$1,434,965$1,665,220 ▼-53.7%2,9540.4%FinanceHALOHalozyme Therapeutics$1,429,250$55,349 ▼-3.7%27,4750.4%MedicalSCCOSouthern Copper$1,380,507$2,934 ▼-0.2%13,6450.3%Basic MaterialsBKHBlack Hills$1,372,365$2,356 ▲0.2%24,4630.3%UtilitiesHPEHewlett Packard Enterprise$1,371,479$654 ▼0.0%67,0650.3%Computer and TechnologyWRBW.R. Berkley$1,353,097$251,414 ▲22.8%18,4170.3%FinanceSTRLSterling Infrastructure$1,332,235$13,844 ▲1.1%5,7740.3%ConstructionCMCSAComcast$1,329,990$143,403 ▲12.1%37,2650.3%Consumer DiscretionaryPRIMPrimoris Services$1,323,421$249,018 ▲23.2%16,9800.3%ConstructionBWABorgWarner$1,321,020$48,077 ▲3.8%39,4570.3%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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