Convergence Investment Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Convergence Investment Partners, LLC reported 237 stock positions worth $361.3 million. Its top holding was Nvidia (NVDA) at 2.4% of the portfolio, followed by Amazon.com (AMZN, 2.1%) and Intl Business Machines (IBM, 1.9%). Compared with Q4 2024, it opened 63 new positions, sold out of 76, added to 40 and reduced 132. The biggest buy was Qualcomm (QCOM, shares +94%) and the biggest sale Alphabet Class A (GOOGL, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001456133
- Portfolio Value
- $361.3M (Q1 2025)
- SEC Filing
- 0001580642-25-002881 ↗ filed May 6, 2025
Holdings Value
Holdings 237 stocks · $361.3M
| NVDA Nvidia Corp. | 2.40% | 79,894 | $8.7M | Reduce -30.1% |
| AMZN Amazon.com Inc. | 2.06% | 39,156 | $7.4M | Reduce -24.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.92% | 27,898 | $6.9M | Add +29.4% |
| META Meta Platforms Inc. Class A | 1.92% | 12,023 | $6.9M | Reduce -31.1% |
| QCOM Qualcomm Inc. | 1.82% | 42,775 | $6.6M | Add +93.6% |
| WMT Walmart Inc. | 1.80% | 73,908 | $6.5M | Reduce -22.9% |
| GILD Gilead Sciences Inc. | 1.65% | 53,192 | $6.0M | Reduce -22.3% |
| AVGO Broadcom Inc. | 1.63% | 35,265 | $5.9M | Reduce -21.3% |
| T AT&T Inc. | 1.61% | 206,324 | $5.8M | Add +13.0% |
| ABBV Abbvie Inc. | 1.59% | 27,366 | $5.7M | Reduce -12.4% |
| CSCO Cisco Systems Inc. | 1.52% | 89,225 | $5.5M | Add +107.0% |
| AAPL Apple Inc. | 1.51% | 24,513 | $5.4M | Reduce -30.2% |
| MO Altria Group Inc. | 1.46% | 88,083 | $5.3M | Reduce -7.5% |
| GOOGL Alphabet Inc. Class A | 1.45% | 33,986 | $5.3M | Reduce -44.1% |
| MSFT Microsoft Corp. | 1.38% | 13,270 | $5.0M | Reduce -0.9% |
| HD Home Depot Inc. | 1.29% | 12,753 | $4.7M | Reduce -10.3% |
| BMY Bristol-Myers Squibb Co. | 1.29% | 76,302 | $4.7M | Reduce -15.7% |
| CVX Chevron Corp. | 1.13% | 24,496 | $4.1M | Add +37.5% |
| CAH Cardinal Health Inc. | 1.12% | 29,451 | $4.1M | Reduce -11.1% |
| JPM JPMorgan Chase & Co. | 1.09% | 16,084 | $3.9M | Reduce -8.2% |
| WFC Wells Fargo & Co. | 1.05% | 52,678 | $3.8M | Reduce -11.3% |
| XOM Exxon Mobil Corp. | 1.02% | 30,951 | $3.7M | Reduce -4.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.97% | 83,633 | $3.5M | Reduce -12.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 6,382 | $3.4M | Add +73.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.84% | 36,385 | $3.1M | Reduce -0.9% |
| SYF Synchrony Financial | 0.83% | 56,512 | $3.0M | Reduce -14.5% |
| KMB Kimberly-Clark Corp. | 0.82% | 20,862 | $3.0M | Add +64.7% |
| MDT Medtronic PLC | 0.80% | 32,180 | $2.9M | Add +47.2% |
| MET Metlife Inc. | 0.80% | 35,843 | $2.9M | Add +24.5% |
| VRSN Verisign Inc. | 0.79% | 11,264 | $2.9M | Add +26.0% |
| ANET Arista Networks Inc. | 0.77% | 35,695 | $2.8M | Reduce -36.9% |
| FITB Fifth Third Bancorp | 0.72% | 66,546 | $2.6M | Reduce -16.1% |
| VLO Valero Energy Corp. | 0.71% | 19,494 | $2.6M | Add +33.2% |
| FOXA Fox Corp. Class A | 0.70% | 44,452 | $2.5M | Add +168.4% |
| APP AppLovin Corp. Class A | 0.69% | 9,407 | $2.5M | Reduce -30.8% |
| NTNX Nutanix Inc. Class A | 0.67% | 34,589 | $2.4M | Reduce -24.4% |
| GRMN Garmin Ltd. | 0.66% | 10,975 | $2.4M | Reduce -13.3% |
| NRG NRG Energy Inc. | 0.65% | 24,685 | $2.4M | Reduce -24.2% |
| TSN Tyson Foods Inc. Class A | 0.63% | 35,525 | $2.3M | Reduce -20.9% |
| GEN Gen Digital Inc. | 0.62% | 84,923 | $2.3M | Reduce -16.9% |
| GDDY GoDaddy Inc. Class A | 0.61% | 12,208 | $2.2M | Reduce -6.0% |
| CALM Cal-Maine Foods Inc. | 0.61% | 24,058 | $2.2M | New |
| FFIV F5 Inc. | 0.60% | 8,125 | $2.2M | Add +19.0% |
| JNJ Johnson & Johnson | 0.59% | 12,812 | $2.1M | Reduce -20.9% |
| WMB Williams Cos Inc. | 0.58% | 34,836 | $2.1M | New |
| AVA Avista Corp. | 0.57% | 49,327 | $2.1M | Add +8.5% |
| CHRW C.H. Robinson Worldwide Inc. | 0.56% | 19,683 | $2.0M | Add +60.3% |
| PNC PNC Financial Services Group | 0.54% | 11,167 | $2.0M | Reduce -26.2% |
| SPOT Spotify Technology SA | 0.54% | 3,562 | $2.0M | New |
| SPG Simon Property Group Inc. | 0.53% | 11,546 | $1.9M | Reduce -6.7% |
| COF Capital One Financial Corp. | 0.53% | 10,586 | $1.9M | Reduce -1.7% |
| GLPI Gaming and Leisure Propertie | 0.53% | 37,279 | $1.9M | Add +55.3% |
| UNM Unum Group | 0.52% | 23,257 | $1.9M | Add +31.1% |
| SEIC Sei Investments Company | 0.52% | 24,395 | $1.9M | Reduce -15.4% |
| COR Cencora Inc. | 0.52% | 6,746 | $1.9M | Reduce -15.0% |
| CAT Caterpillar Inc. | 0.52% | 5,677 | $1.9M | Reduce -2.6% |
| HALO Halozyme Therapeutics Inc. | 0.50% | 28,539 | $1.8M | Reduce -17.8% |
| CVNA Carvana Co. | 0.49% | 8,485 | $1.8M | Reduce -50.5% |
| BFH Bread Financial Holdings Inc. | 0.49% | 35,354 | $1.8M | Reduce -11.9% |
| MCK McKesson Corp. | 0.49% | 2,625 | $1.8M | Reduce -9.9% |
| SNEX Stonex Group Inc. | 0.48% | 22,739 | $1.7M | Reduce -34.0% |
| VIRT Virtu Financial Inc. Class A | 0.48% | 45,254 | $1.7M | New |
| GM General Motors Co. | 0.47% | 36,291 | $1.7M | Reduce -13.1% |
| ACIW Aci Worldwide Inc. | 0.47% | 30,833 | $1.7M | Reduce -46.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.47% | 51,499 | $1.7M | New |
| VZ Verizon Communications Inc. | 0.46% | 36,581 | $1.7M | Reduce -3.5% |
| LMT Lockheed Martin Corp. | 0.45% | 3,657 | $1.6M | Reduce -2.1% |
| SCHW Schwab (charles) Corp. | 0.45% | 20,614 | $1.6M | New |
| ROKU Roku Inc. | 0.44% | 22,645 | $1.6M | New |
| MS Morgan Stanley | 0.44% | 13,558 | $1.6M | Add +8.3% |
| OUT Outfront Media Inc. | 0.43% | 97,258 | $1.6M | Reduce -8.4% |
| PSX Phillips 66 | 0.43% | 12,465 | $1.5M | Reduce -29.8% |
| COP Conocophillips | 0.42% | 14,543 | $1.5M | Add +396.7% |
| PFE Pfizer Inc. | 0.42% | 59,488 | $1.5M | Reduce -44.6% |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 17,674 | $1.5M | Reduce -61.6% |
| LRCX Lam Research Corp. | 0.41% | 20,422 | $1.5M | Reduce -14.5% |
| MRK Merck & Co. Inc. | 0.41% | 16,540 | $1.5M | Add +6.5% |
| STT State Street Corp. | 0.41% | 16,564 | $1.5M | Add +3.8% |
| NTAP Netapp Inc. | 0.41% | 16,883 | $1.5M | Reduce -54.6% |
| BKH Black Hills Corp. | 0.41% | 24,421 | $1.5M | Add +1.5% |
| GLW Corning Inc. | 0.41% | 32,140 | $1.5M | Reduce -9.1% |
| GOOG Alphabet Inc. Class C | 0.41% | 9,369 | $1.5M | Reduce -29.1% |
| PM Philip Morris International | 0.40% | 9,117 | $1.4M | Add +8.0% |
| CTSH Cognizant Tech Solutions-A | 0.39% | 18,251 | $1.4M | New |
| CMI Cummins Inc. | 0.38% | 4,414 | $1.4M | Add +2.1% |
| IP International Paper Co. | 0.38% | 25,863 | $1.4M | Reduce -22.0% |
| CFG Citizens Financial Group | 0.38% | 33,616 | $1.4M | New |
| EXEL Exelixis Inc. | 0.38% | 37,006 | $1.4M | Add +57.5% |
| MRVL Marvell Technology Inc. | 0.37% | 21,463 | $1.3M | Reduce -60.5% |
| CNC Centene Corp. | 0.37% | 21,743 | $1.3M | Add +62.5% |
| PPC Pilgrim's Pride Corp. | 0.37% | 24,214 | $1.3M | Reduce -42.4% |
| AMRX Amneal Pharmaceuticals Inc. | 0.36% | 155,119 | $1.3M | Reduce -25.4% |
| JAZZ Jazz Pharmaceuticals PLC | 0.36% | 10,428 | $1.3M | Add +24.4% |
| AMCR Amcor PLC | 0.36% | 132,297 | $1.3M | Add +41.7% |
| SCCO Southern Copper Corp. | 0.35% | 13,674 | $1.3M | Reduce -7.0% |
| OVV Ovintiv Inc. | 0.35% | 29,697 | $1.3M | New |
| GD General Dynamics Corp. | 0.35% | 4,602 | $1.3M | New |
| HUM Humana Inc. | 0.35% | 4,725 | $1.3M | New |
| BKNG Booking Holdings Inc. | 0.34% | 267 | $1.2M | Add +1.5% |
| CMCSA Comcast Corp. Class A | 0.34% | 33,247 | $1.2M | Reduce -3.6% |
Portfolio Sells Q4 2024 → Q1 2025
| GOOGL Alphabet Inc. Class A | Reduce -44.1% | 1.45% | −1.12 |
| NVDA Nvidia Corp. | Reduce -30.1% | 2.40% | −1.03 |
| HPE Hewlett Packard Enterprise | Reduce -75.4% | 0.29% | −1.02 |
| MRVL Marvell Technology Inc. | Reduce -60.5% | 0.37% | −0.97 |
| TSLA Tesla Inc. | Reduce -75.6% | 0.23% | −0.94 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.85 |
| IDCC Interdigital Inc. | Sold out | 0.00% | −0.81 |
| AVGO Broadcom Inc. | Reduce -21.3% | 1.63% | −0.69 |
| ANET Arista Networks Inc. | Reduce -36.9% | 0.77% | −0.63 |
| SMTC Semtech Corp. | Sold out | 0.00% | −0.60 |
| NTAP Netapp Inc. | Reduce -54.6% | 0.41% | −0.55 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.55 |
| ORCL Oracle Corp. | Reduce -84.0% | 0.10% | −0.52 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.49 |
| AMZN Amazon.com Inc. | Reduce -24.4% | 2.06% | −0.48 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.46 |
| CARG Cargurus Inc. | Sold out | 0.00% | −0.46 |
| AAPL Apple Inc. | Reduce -30.2% | 1.51% | −0.46 |
| RF Regions Financial Corp. | Sold out | 0.00% | −0.39 |
| DVA Davita Inc. | Sold out | 0.00% | −0.38 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.38 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.37 |
| META Meta Platforms Inc. Class A | Reduce -31.1% | 1.92% | −0.37 |
| PLTR Palantir Technologies Inc. Class A | Reduce -61.6% | 0.41% | −0.36 |
| CNX CNX Resources Corp. | Sold out | 0.00% | −0.35 |
| NFLX Netflix Inc. | Reduce -77.2% | 0.14% | −0.34 |
| ALSN Allison Transmission Holding | Sold out | 0.00% | −0.34 |
| UMBF Umb Financial Corp. | Sold out | 0.00% | −0.33 |
| CONSOL ENERGY INC | Sold out | 0.00% | −0.32 |
| IESC Ies Holdings Inc. | Sold out | 0.00% | −0.31 |
| PYPL PayPal Holdings Inc. | Reduce -54.6% | 0.23% | −0.31 |
| NTRS Northern Trust Corp. | Reduce -59.5% | 0.28% | −0.30 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.30 |
| APP AppLovin Corp. Class A | Reduce -30.8% | 0.69% | −0.29 |
| EEFT Euronet Worldwide Inc. | Sold out | 0.00% | −0.29 |
| RGA Reinsurance Group of America | Sold out | 0.00% | −0.29 |
| FTNT Fortinet Inc. | Reduce -67.3% | 0.20% | −0.29 |
| CVNA Carvana Co. | Reduce -50.5% | 0.49% | −0.29 |
| NOG Northern Oil and Gas Inc. | Sold out | 0.00% | −0.28 |
| ATMU Atmus Filtration Technologie | Sold out | 0.00% | −0.27 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.27 |
| LNG Cheniere Energy Inc. | Reduce -59.3% | 0.31% | −0.26 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.25 |
| DUOL Duolingo | Sold out | 0.00% | −0.24 |
| EME Emcor Group Inc. | Reduce -58.9% | 0.17% | −0.24 |
| PG The Procter & Gamble Co. | Reduce -67.4% | 0.17% | −0.24 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.23 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.22 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.22 |
| PFE Pfizer Inc. | Reduce -44.6% | 0.42% | −0.22 |
Portfolio Buys Q4 2024 → Q1 2025
| QCOM Qualcomm Inc. | Add +93.6% | 1.82% | +1.06 |
| CSCO Cisco Systems Inc. | Add +107.0% | 1.52% | +0.95 |
| IBM Intl Business Machines Corp. | Add +29.4% | 1.92% | +0.86 |
| T AT&T Inc. | Add +13.0% | 1.61% | +0.69 |
| CALM Cal-Maine Foods Inc. | New | 0.61% | +0.61 |
| WMB Williams Cos Inc. | New | 0.58% | +0.58 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +73.9% | 0.94% | +0.57 |
| CVX Chevron Corp. | Add +37.5% | 1.13% | +0.56 |
| SPOT Spotify Technology SA | New | 0.54% | +0.54 |
| FOXA Fox Corp. Class A | Add +168.4% | 0.70% | +0.52 |
| VIRT Virtu Financial Inc. Class A | New | 0.48% | +0.48 |
| VICI Vici Properties Inc. | New | 0.47% | +0.47 |
| KMB Kimberly-Clark Corp. | Add +64.7% | 0.82% | +0.45 |
| SCHW Schwab (charles) Corp. | New | 0.45% | +0.45 |
| ROKU Roku Inc. | New | 0.44% | +0.44 |
| MDT Medtronic PLC | Add +47.2% | 0.80% | +0.41 |
| CTSH Cognizant Tech Solutions-A | New | 0.39% | +0.39 |
| CFG Citizens Financial Group | New | 0.38% | +0.38 |
| VRSN Verisign Inc. | Add +26.0% | 0.79% | +0.38 |
| COP Conocophillips | Add +396.7% | 0.42% | +0.36 |
| OVV Ovintiv Inc. | New | 0.35% | +0.35 |
| GD General Dynamics Corp. | New | 0.35% | +0.35 |
| HUM Humana Inc. | New | 0.35% | +0.35 |
| COHR Coherent Corp. | New | 0.34% | +0.34 |
| EXC Exelon Corp. | New | 0.33% | +0.33 |
| ZM Zoom Communications Inc. | New | 0.31% | +0.31 |
| EQH Equitable Holdings Inc. | New | 0.31% | +0.31 |
| VLO Valero Energy Corp. | Add +33.2% | 0.71% | +0.31 |
| MMM 3M Co. | New | 0.30% | +0.30 |
| DBX Dropbox Inc. Class A | New | 0.30% | +0.30 |
| BWA Borgwarner Inc. | New | 0.30% | +0.30 |
| GPI Group 1 Automotive Inc. | New | 0.30% | +0.30 |
| WRB WR Berkley Corp. | New | 0.30% | +0.30 |
| LAD Lithia Motors Inc. | New | 0.28% | +0.28 |
| SNX TD Synnex Corp. | New | 0.28% | +0.28 |
| FNF Fidelity National Financial | New | 0.28% | +0.28 |
| CHRW C.H. Robinson Worldwide Inc. | Add +60.3% | 0.56% | +0.27 |
| WU Western Union Co. | New | 0.27% | +0.27 |
| MET Metlife Inc. | Add +24.5% | 0.80% | +0.27 |
| CIEN Ciena Corp. | New | 0.27% | +0.27 |
| JCI Johnson Controls Internation | New | 0.27% | +0.27 |
| FIX Comfort Systems USA Inc. | New | 0.27% | +0.27 |
| GLPI Gaming and Leisure Propertie | Add +55.3% | 0.53% | +0.27 |
| LNC Lincoln National Corp. | New | 0.27% | +0.27 |
| PFG Principal Financial Group | New | 0.26% | +0.26 |
| HWM Howmet Aerospace Inc. | New | 0.26% | +0.26 |
| CADE Cadence Bank | New | 0.26% | +0.26 |
| LII Lennox International Inc. | New | 0.25% | +0.25 |
| TT Trane Technologies PLC | Add +431.3% | 0.30% | +0.25 |
| PH Parker Hannifin Corp. | Add +358.3% | 0.31% | +0.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 241 | $1.1B | NVDA, LRCX, GOOGL, GOOG, MU |
| Q1 2026 | 235 | $610.7M | NVDA, AVGO, GOOGL, GOOG, AMZN |
| Q4 2025 | 242 | $502.9M | NVDA, AVGO, GOOGL, MU, GOOG |
| Q3 2025 | 250 | $445.6M | NVDA, AAPL, AVGO, GOOGL, MSFT |
| Q2 2025 | 233 | $394.5M | NVDA, META, MSFT, IBM, AMZN |
| Q1 2025 | 237 | $361.3M | NVDA, AMZN, IBM, META, QCOM |
| Q4 2024 | 250 | $447.4M | NVDA, GOOGL, AMZN, AVGO, META |
| Q3 2024 | 237 | $370.7M | NVDA, AAPL, AVGO, META, MSFT |
| Q2 2024 | 241 | $342.2M | MSFT, NVDA, AMZN, GOOGL, QCOM |
| Q1 2024 | 245 | $261.0M | MSFT, NVDA, AMZN, IBM, AVGO |