Convergence Investment Partners, LLC Top Holdings and 13F Report (2026) About Convergence Investment Partners, LLCInvestment ActivityConvergence Investment Partners, LLC has $610.68 million in total holdings as of March 31, 2026.Convergence Investment Partners, LLC owns shares of 235 different stocks, but just 118 companies or ETFs make up 80% of its holdings.Approximately 33.62% of the portfolio was purchased this quarter.About 17.51% of the portfolio was sold this quarter.This quarter, Convergence Investment Partners, LLC has purchased 242 new stocks and bought additional shares in 107 stocks.Convergence Investment Partners, LLC sold shares of 79 stocks and completely divested from 54 stocks this quarter.Largest Holdings NVIDIA $19,047,812Broadcom $13,371,403Alphabet $11,705,202Alphabet $11,433,397Amazon.com $10,936,883 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $6,057,967 Holding958102105 - Western Digital $5,457,407 Holding665859104 - Northern Trust $5,045,037 Holding34959E109 - Fortinet $4,574,522 Holding90364P105 - UiPath $4,399,629 Holding Largest Purchases this Quarter Advanced Micro Devices 38,220 shares (about $7.78M)SANDISK CORP 9,535 shares (about $6.06M)Western Digital 20,176 shares (about $5.46M)Dell Technologies 31,653 shares (about $5.20M)Northern Trust 36,147 shares (about $5.05M) Largest Sales this Quarter Caterpillar 4,432 shares (about $3.14M)Micron Technology 9,220 shares (about $3.11M)Marathon Petroleum 8,453 shares (about $2.06M)Ciena 5,272 shares (about $2.05M)Gilead Sciences 13,826 shares (about $1.93M) 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$19,047,812$3,297,210 ▲20.9%109,2193.1%Computer and TechnologyAVGOBroadcom$13,371,403$3,742,891 ▲38.9%43,2022.2%Computer and TechnologyGOOGLAlphabet$11,705,202$2,272,026 ▲24.1%40,7051.9%Computer and TechnologyGOOGAlphabet$11,433,397$2,598,382 ▲29.4%39,8571.9%Computer and TechnologyAMZNAmazon.com$10,936,883$4,906,217 ▲81.4%52,5131.8%Retail/WholesaleLAM RESEARCH CORP$10,874,831$2,483,576 ▲29.6%50,8981.8%COM NEWTAT&T$9,417,012$2,343,114 ▲33.1%324,8371.5%Computer and TechnologyMSFTMicrosoft$8,931,018$1,820,481 ▲25.6%24,1271.5%Computer and TechnologyMUMicron Technology$8,440,535$3,114,863 ▼-27.0%24,9841.4%Computer and TechnologyAAPLApple$8,331,959$198,718 ▲2.4%32,8301.4%Computer and TechnologyBMYBristol Myers Squibb$8,271,673$1,474,520 ▲21.7%136,3841.4%MedicalAMDAdvanced Micro Devices$8,117,901$7,775,120 ▲2,268.2%39,9051.3%Computer and TechnologyXOMExxonMobil$7,961,877$2,719,844 ▲51.9%46,9281.3%EnergyDELLDell Technologies$7,382,918$5,195,223 ▲237.5%44,9821.2%Computer and TechnologyVLOValero Energy$7,033,209$810,431 ▲13.0%28,4651.2%EnergyCIENCiena$6,697,356$2,046,749 ▼-23.4%17,2511.1%Computer and TechnologyWALMART INC$6,686,290$1,085,341 ▲19.4%53,8001.1%COMIBMInternational Business Machines$6,531,328$1,209,748 ▼-15.6%26,9461.1%Computer and TechnologyPSXPhillips 66$6,201,083$2,066,481 ▲50.0%34,0381.0%EnergySANDISK CORP$6,057,967$6,057,967 ▲New Holding9,5351.0%COMCSCOCisco Systems$5,996,721$1,036,296 ▲20.9%77,2871.0%Computer and TechnologyMETAMeta Platforms$5,730,723$66,370 ▼-1.1%10,0160.9%Computer and TechnologyMRKMerck & Co., Inc.$5,629,631$782,856 ▲16.2%46,8000.9%MedicalWDCWestern Digital$5,457,407$5,457,407 ▲New Holding20,1760.9%Computer and TechnologyBACBank of America$5,384,476$1,113,740 ▲26.1%110,4510.9%FinanceSTTState Street$5,338,900$3,303,195 ▲162.3%42,1850.9%FinanceVRSNVeriSign$5,330,054$1,743,487 ▲48.6%21,4610.9%Computer and TechnologyBKBNY$5,064,338$1,615,155 ▼-24.2%42,6900.8%FinanceNTRSNorthern Trust$5,045,037$5,045,037 ▲New Holding36,1470.8%FinanceCARGCarGurus$4,811,503$1,488,734 ▲44.8%141,3070.8%Auto/Tires/TrucksMOAltria Group$4,776,018$192,822 ▲4.2%72,3750.8%Consumer StaplesFLEXFlex$4,757,109$2,801,230 ▲143.2%72,6720.8%Computer and TechnologyFTNTFortinet$4,574,522$4,574,522 ▲New Holding55,9780.7%Computer and TechnologyROKURoku$4,531,446$34,442 ▲0.8%47,8910.7%Consumer DiscretionaryCAHCardinal Health$4,516,136$1,010,489 ▼-18.3%21,3720.7%MedicalADMArcher Daniels Midland$4,465,091$144,509 ▲3.3%61,4260.7%Consumer StaplesJPMJPMorgan Chase & Co.$4,399,723$740,102 ▼-14.4%14,9570.7%FinancePATHUiPath$4,399,629$4,399,629 ▲New Holding396,3630.7%Computer and TechnologyJBLJabil$4,398,302$1,734,033 ▼-28.3%16,5580.7%Computer and TechnologyIVZInvesco$4,331,465$1,016,731 ▲30.7%178,3230.7%FinanceABBVAbbVie$4,322,102$37,408 ▼-0.9%19,8730.7%MedicalTDCTeradata$4,289,104$4,289,104 ▲New Holding167,3470.7%Computer and TechnologyGILDGilead Sciences$4,161,544$1,926,909 ▼-31.6%29,8600.7%MedicalMDTMedtronic$4,054,254$1,836,628 ▲82.8%46,7890.7%MedicalJNJJohnson & Johnson$3,984,645$997,078 ▲33.4%16,3010.7%MedicalSCCOSouthern Copper$3,921,789$1,558,874 ▲66.0%22,7930.6%Basic MaterialsEIXEdison International$3,904,165$1,264,701 ▲47.9%53,3500.6%UtilitiesSPHRSphere Entertainment$3,858,586$3,858,586 ▲New Holding32,8670.6%Consumer DiscretionaryLEALear$3,806,747$813,656 ▲27.2%31,4400.6%Auto/Tires/TrucksSNEXStoneX Group$3,772,767$3,772,767 ▲New Holding46,7800.6%FinanceMPCMarathon Petroleum$3,764,705$2,064,019 ▼-35.4%15,4180.6%EnergyPNCThe PNC Financial Services Group$3,763,373$2,412,429 ▲178.6%18,0850.6%FinancePMPhilip Morris International$3,762,464$1,561,466 ▲70.9%22,7560.6%Consumer StaplesWFCWells Fargo & Company$3,661,388$339,693 ▼-8.5%45,9920.6%FinanceRTXRTX$3,455,926$2,215,797 ▲178.7%17,9160.6%AerospaceAPAAPA$3,423,550$703,867 ▲25.9%80,6680.6%EnergySCHWCharles Schwab$3,316,873$933,890 ▲39.2%35,2930.5%FinanceDTEDTE Energy$3,142,268$3,142,268 ▲New Holding21,4900.5%UtilitiesAMGAffiliated Managers Group$3,085,758$1,130,596 ▲57.8%11,1520.5%FinanceAEOAmerican Eagle Outfitters$3,076,508$697,075 ▼-18.5%184,2220.5%Retail/WholesaleHALHalliburton$3,011,354$785,883 ▲35.3%77,2340.5%EnergyEXELExelixis$2,985,830$914,586 ▲44.2%69,6160.5%MedicalINCYIncyte$2,919,602$924,070 ▲46.3%31,0200.5%MedicalJAZZJazz Pharmaceuticals$2,889,629$738,240 ▲34.3%15,2850.5%MedicalAMKRAmkor Technology$2,801,181$2,801,181 ▲New Holding62,2070.5%Computer and TechnologyLXP INDUSTRIAL TRUST$2,794,382$2,794,382 ▲New Holding60,4060.5%COMGMGeneral Motors$2,790,309$933,331 ▼-25.1%37,4540.5%Auto/Tires/TrucksCICigna Group$2,718,899$825,566 ▲43.6%10,1930.4%MedicalQCOMQualcomm$2,661,833$20,604 ▲0.8%20,6700.4%Computer and TechnologyDARDarling Ingredients$2,640,933$2,640,933 ▲New Holding42,6990.4%Consumer StaplesBFHBread Financial$2,622,124$84,176 ▲3.3%35,0130.4%FinanceFDXFedEx$2,615,499$2,615,499 ▲New Holding7,3430.4%TransportationCCitigroup$2,562,487$229,654 ▼-8.2%22,5950.4%Financial ServicesSYFSynchrony Financial$2,489,940$1,219,054 ▼-32.9%36,6060.4%FinanceBIIBBiogen$2,485,405$256,845 ▲11.5%13,5570.4%MedicalCORCencora$2,446,840$587,129 ▲31.6%7,7890.4%MedicalLMTLockheed Martin$2,439,756$56,809 ▲2.4%4,0370.4%AerospaceHALOHalozyme Therapeutics$2,430,023$436,123 ▲21.9%37,5990.4%MedicalPOWLPowell Industries$2,362,355$28,677 ▼-1.2%4,3660.4%IndustrialsENSEnersys$2,353,211$578,835 ▲32.6%13,5460.4%IndustrialsLOWLowe's Companies$2,306,380$148,860 ▼-6.1%9,7610.4%Retail/WholesaleEMEEMCOR Group$2,293,191$2,293,191 ▲New Holding3,1060.4%ConstructionSTSensata Technologies$2,262,709$838,412 ▲58.9%64,2450.4%Computer and TechnologyTPCTutor Perini$2,243,605$635,737 ▲39.5%29,0660.4%ConstructionMLIMueller Industries$2,230,404$730,726 ▲48.7%20,1300.4%IndustrialsFIXComfort Systems USA$2,225,690$2,225,690 ▲New Holding1,6140.4%ConstructionCATYCathay General Bancorp$2,209,596$659,299 ▲42.5%44,3160.4%FinanceEVERUS CONSTR GROUP$2,184,700$613,440 ▲39.0%18,5050.4%COMMCKMcKesson$2,181,635$287,308 ▼-11.6%2,5210.4%MedicalHDHome Depot$2,175,012$13,485 ▼-0.6%6,6130.4%Retail/WholesaleGMEDGlobus Medical$2,165,373$2,165,373 ▲New Holding25,1320.4%MedicalVICRVicor$2,142,427$253,253 ▼-10.6%13,3070.4%Computer and TechnologyATMUAtmus Filtration Technologies$2,139,718$2,139,718 ▲New Holding37,6910.4%IndustrialsPEGAPegasystems$2,132,809$229,483 ▼-9.7%50,1130.3%Computer and TechnologyDBXDropbox$2,107,848$890,828 ▲73.2%92,7750.3%Computer and TechnologyMSMorgan Stanley$2,096,980$28,636 ▲1.4%12,7420.3%FinanceMMacy's$2,096,305$1,332,111 ▲174.3%115,8820.3%Retail/WholesaleOUTFRONT MEDIA INC$2,067,113$14,231 ▲0.7%78,0040.3%COM NEWNRGNRG Energy$2,057,110$786,396 ▼-27.7%14,0760.3%UtilitiesHWMHowmet Aerospace$2,055,248$897,644 ▲77.5%8,9180.3%AerospaceShowing largest 100 holdings. 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