Convergence Investment Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Convergence Investment Partners, LLC reported 250 stock positions worth $445.6 million. Its top holding was Nvidia (NVDA) at 3.3% of the portfolio, followed by Apple (AAPL, 2.2%) and Broadcom (AVGO, 2.1%). Compared with Q2 2025, it opened 66 new positions, sold out of 49, added to 84 and reduced 93. The biggest buy was Apple (AAPL, shares +107%) and the biggest sale Cisco Systems (CSCO, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001456133
- Portfolio Value
- $445.6M (Q3 2025)
- SEC Filing
- 0001580642-25-006974 ↗ filed Nov 4, 2025
Holdings Value
Holdings 250 stocks · $445.6M
| NVDA Nvidia Corp. | 3.28% | 78,361 | $14.6M | Add +4.8% |
| AAPL Apple Inc. | 2.16% | 37,877 | $9.6M | Add +106.7% |
| AVGO Broadcom Inc. | 2.10% | 28,351 | $9.4M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 1.97% | 36,193 | $8.8M | Reduce -14.0% |
| MSFT Microsoft Corp. | 1.91% | 16,447 | $8.5M | Reduce -4.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.88% | 29,710 | $8.4M | Add +5.0% |
| META Meta Platforms Inc. Class A | 1.80% | 10,904 | $8.0M | Reduce -8.9% |
| AMZN Amazon.com Inc. | 1.69% | 34,328 | $7.5M | Reduce -3.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.45% | 59,465 | $6.5M | Add +7.3% |
| ABBV Abbvie Inc. | 1.44% | 27,635 | $6.4M | Add +11.5% |
| T AT&T Inc. | 1.31% | 206,581 | $5.8M | Add +12.4% |
| GOOG Alphabet Inc. Class C | 1.28% | 23,471 | $5.7M | Add +161.2% |
| MO Altria Group Inc. | 1.23% | 82,775 | $5.5M | Add +3.4% |
| APP AppLovin Corp. Class A | 1.15% | 7,124 | $5.1M | Reduce -5.6% |
| JPM JPMorgan Chase & Co. | 1.12% | 15,890 | $5.0M | Reduce -8.4% |
| LRCX Lam Research Corp. | 1.12% | 37,215 | $5.0M | Add +34.3% |
| HPE Hewlett Packard Enterprise | 1.07% | 193,322 | $4.7M | Add +188.3% |
| GILD Gilead Sciences Inc. | 1.06% | 42,469 | $4.7M | Reduce -23.2% |
| CAH Cardinal Health Inc. | 1.04% | 29,516 | $4.6M | Reduce -5.2% |
| BMY Bristol-Myers Squibb Co. | 1.03% | 101,360 | $4.6M | Add +32.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.99% | 85,877 | $4.4M | Add +8.6% |
| VLO Valero Energy Corp. | 0.94% | 24,591 | $4.2M | Add +11.5% |
| WMT Walmart Inc. | 0.94% | 40,556 | $4.2M | Reduce -31.4% |
| AEO American Eagle Outfitters | 0.93% | 243,407 | $4.2M | New |
| SYF Synchrony Financial | 0.83% | 52,186 | $3.7M | Reduce -8.9% |
| WFC Wells Fargo & Co. | 0.83% | 44,235 | $3.7M | Reduce -6.3% |
| PSX Phillips 66 | 0.80% | 26,339 | $3.6M | Add +114.3% |
| XOM Exxon Mobil Corp. | 0.78% | 30,943 | $3.5M | Add +1.7% |
| QCOM Qualcomm Inc. | 0.77% | 20,556 | $3.4M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.75% | 9,495 | $3.3M | New |
| FOX Fox Corp. Class B | 0.73% | 56,841 | $3.3M | New |
| PLTR Palantir Technologies Inc. Class A | 0.71% | 17,276 | $3.2M | Add +30.8% |
| CVX Chevron Corp. | 0.69% | 19,714 | $3.1M | Add +15.7% |
| SEDG Solaredge Technologies Inc. | 0.68% | 81,961 | $3.0M | New |
| VRSN Verisign Inc. | 0.68% | 10,822 | $3.0M | Reduce -6.5% |
| IVZ Invesco Ltd. | 0.68% | 131,684 | $3.0M | New |
| KLAC KLA Corp. | 0.67% | 2,758 | $3.0M | Reduce -34.3% |
| ADI Analog Devices Inc. | 0.65% | 11,719 | $2.9M | Reduce -20.6% |
| ANET Arista Networks Inc. | 0.63% | 19,245 | $2.8M | Reduce -37.1% |
| PEGA Pegasystems Inc. | 0.61% | 47,151 | $2.7M | Reduce -3.8% |
| NRG NRG Energy Inc. | 0.60% | 16,446 | $2.7M | Reduce -27.5% |
| FLEX Flex Ltd. | 0.60% | 45,932 | $2.7M | Reduce -14.3% |
| FFIV F5 Inc. | 0.58% | 7,931 | $2.6M | Add +128.1% |
| CAT Caterpillar Inc. | 0.57% | 5,358 | $2.6M | Reduce -4.7% |
| CRDO Credo Technology Group Holdi | 0.57% | 17,369 | $2.5M | Reduce -37.6% |
| ROKU Roku Inc. | 0.56% | 24,887 | $2.5M | New |
| IBKR Interactive Brokers Gro Class A | 0.55% | 35,860 | $2.5M | New |
| MDT Medtronic PLC | 0.55% | 25,639 | $2.4M | Add +6.1% |
| ADT Adt Inc. | 0.54% | 277,559 | $2.4M | Add +28.5% |
| MET Metlife Inc. | 0.54% | 29,341 | $2.4M | Add +3.7% |
| LAD Lithia Motors Inc. | 0.54% | 7,622 | $2.4M | Add +124.2% |
| PM Philip Morris International | 0.54% | 14,814 | $2.4M | Add +2.5% |
| APH Amphenol Corp. Class A | 0.54% | 19,300 | $2.4M | Add +59.9% |
| EBAY eBay Inc. | 0.53% | 26,094 | $2.4M | Add +0.8% |
| KD Kyndryl Holdings Inc. | 0.53% | 78,932 | $2.4M | Add +26.2% |
| JNJ Johnson & Johnson | 0.52% | 12,472 | $2.3M | Add +2.8% |
| EPR Epr Properties filed as EPR PPTYS | 0.50% | 38,165 | $2.2M | Add +77.8% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.48% | 23,923 | $2.1M | Reduce -5.7% |
| MOS The Mosaic Co. | 0.48% | 61,386 | $2.1M | Add +40.1% |
| CSCO Cisco Systems Inc. | 0.47% | 30,601 | $2.1M | Reduce -67.4% |
| SEIC Sei Investments Company | 0.47% | 24,464 | $2.1M | Add +22.8% |
| MS Morgan Stanley | 0.46% | 12,962 | $2.1M | Reduce -3.4% |
| SCHW Schwab (charles) Corp. | 0.45% | 20,918 | $2.0M | Add +33.0% |
| NTAP Netapp Inc. | 0.45% | 16,798 | $2.0M | Reduce -0.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.45% | 60,996 | $2.0M | Add +17.2% |
| C Citigroup Inc. | 0.45% | 19,571 | $2.0M | Reduce -10.1% |
| GM General Motors Co. | 0.44% | 32,412 | $2.0M | Reduce -9.5% |
| STT State Street Corp. | 0.43% | 16,526 | $1.9M | Reduce -0.1% |
| DBX Dropbox Inc. Class A | 0.43% | 62,902 | $1.9M | Add +23.2% |
| FITB Fifth Third Bancorp | 0.43% | 42,599 | $1.9M | Reduce -0.1% |
| FHI Federated Hermes Inc. | 0.43% | 36,535 | $1.9M | Reduce -6.6% |
| MCK McKesson Corp. | 0.43% | 2,453 | $1.9M | Reduce -2.9% |
| MRK Merck & Co. Inc. | 0.42% | 22,558 | $1.9M | Add +37.4% |
| ZM Zoom Communications Inc. | 0.41% | 22,340 | $1.8M | Add +49.0% |
| HD Home Depot Inc. | 0.41% | 4,540 | $1.8M | Reduce -54.8% |
| LMT Lockheed Martin Corp. | 0.41% | 3,621 | $1.8M | Reduce -0.4% |
| BFH Bread Financial Holdings Inc. | 0.40% | 32,236 | $1.8M | Add +0.5% |
| EA Electronic Arts Inc. | 0.40% | 8,883 | $1.8M | Add +92.3% |
| CMCSA Comcast Corp. Class A | 0.40% | 56,609 | $1.8M | Add +51.9% |
| TSLA Tesla Inc. | 0.40% | 3,972 | $1.8M | Add +35.4% |
| GRMN Garmin Ltd. | 0.40% | 7,167 | $1.8M | Reduce -22.2% |
| CIEN Ciena Corp. | 0.39% | 11,846 | $1.7M | New |
| PTCT PTC Therapeutics Inc. | 0.38% | 27,928 | $1.7M | Add +13.2% |
| USB US Bancorp | 0.38% | 35,458 | $1.7M | Reduce -0.3% |
| SPG Simon Property Group Inc. | 0.38% | 8,971 | $1.7M | Add +17.7% |
| SCCO Southern Copper Corp. | 0.37% | 13,743 | $1.7M | Add +0.7% |
| CALM Cal-Maine Foods Inc. | 0.37% | 17,654 | $1.7M | Reduce -31.3% |
| BWA Borgwarner Inc. | 0.37% | 37,671 | $1.7M | Reduce -4.5% |
| NEM Newmont Corp. | 0.37% | 19,480 | $1.6M | Add +33.0% |
| COR Cencora Inc. | 0.37% | 5,241 | $1.6M | Reduce -1.0% |
| GLW Corning Inc. | 0.36% | 19,777 | $1.6M | Reduce -20.2% |
| VZ Verizon Communications Inc. | 0.35% | 35,981 | $1.6M | Reduce -0.7% |
| MPC Marathon Petroleum Corp. | 0.35% | 8,181 | $1.6M | Add +5.7% |
| GTX Garrett Motion Inc. | 0.35% | 115,492 | $1.6M | New |
| KMB Kimberly-Clark Corp. | 0.35% | 12,609 | $1.6M | Reduce -23.6% |
| RMD Resmed Inc. | 0.34% | 5,616 | $1.5M | Add +13.5% |
| MA Mastercard Inc. Class A | 0.34% | 2,683 | $1.5M | Add +188.5% |
| UAL United Airlines Holdings Inc. | 0.34% | 15,637 | $1.5M | Add +2.9% |
| EIX Edison International | 0.34% | 27,017 | $1.5M | Add +67.6% |
| BKH Black Hills Corp. | 0.34% | 24,247 | $1.5M | Reduce -0.9% |
Portfolio Sells Q2 2025 → Q3 2025
| CSCO Cisco Systems Inc. | Reduce -67.4% | 0.47% | −1.18 |
| NFLX Netflix Inc. | Reduce -87.4% | 0.12% | −1.10 |
| NTNX Nutanix Inc. Class A | Sold out | 0.00% | −0.69 |
| CVNA Carvana Co. | Reduce -84.6% | 0.10% | −0.56 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.55 |
| COF Capital One Financial Corp. | Reduce -87.9% | 0.06% | −0.53 |
| WMT Walmart Inc. | Reduce -31.4% | 0.94% | −0.53 |
| HD Home Depot Inc. | Reduce -54.8% | 0.41% | −0.52 |
| SNEX Stonex Group Inc. | Sold out | 0.00% | −0.51 |
| JBL Jabil Inc. | Reduce -56.5% | 0.31% | −0.50 |
| GILD Gilead Sciences Inc. | Reduce -23.2% | 1.06% | −0.50 |
| MTG Mgic Investment Corp. | Sold out | 0.00% | −0.47 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.45 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.44 |
| META Meta Platforms Inc. Class A | Reduce -8.9% | 1.80% | −0.44 |
| EXEL Exelixis Inc. | Sold out | 0.00% | −0.43 |
| FLR Fluor Corp. | Sold out | 0.00% | −0.41 |
| CVLT Commvault Systems Inc. | Sold out | 0.00% | −0.38 |
| JCI Johnson Controls Internation | Reduce -50.0% | 0.30% | −0.36 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.33 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.33 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.33 |
| EQH Equitable Holdings Inc. | Sold out | 0.00% | −0.33 |
| NRG NRG Energy Inc. | Reduce -27.5% | 0.60% | −0.33 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.32 |
| TBBK The Bancorp Inc. | Sold out | 0.00% | −0.31 |
| CAH Cardinal Health Inc. | Reduce -5.2% | 1.04% | −0.29 |
| KLAC KLA Corp. | Reduce -34.3% | 0.67% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -3.2% | 1.69% | −0.28 |
| DORM Dorman Products Inc. | Sold out | 0.00% | −0.28 |
| ESE Esco Technologies Inc. | Sold out | 0.00% | −0.28 |
| CALM Cal-Maine Foods Inc. | Reduce -31.3% | 0.37% | −0.28 |
| GDDY GoDaddy Inc. Class A | Reduce -19.8% | 0.32% | −0.28 |
| NWE Northwestern Energy Group Inc. | Sold out | 0.00% | −0.27 |
| GPI Group 1 Automotive Inc. | Sold out | 0.00% | −0.26 |
| COHR Coherent Corp. | Reduce -83.7% | 0.05% | −0.26 |
| CNC Centene Corp. | Sold out | 0.00% | −0.25 |
| MSFT Microsoft Corp. | Reduce -4.1% | 1.91% | −0.25 |
| FTI Technipfmc PLC | Sold out | 0.00% | −0.24 |
| ADI Analog Devices Inc. | Reduce -20.6% | 0.65% | −0.24 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.24 |
| OI O-I Glass Inc. | Sold out | 0.00% | −0.22 |
| NXT Nextpower Inc. | Sold out | 0.00% | −0.22 |
| ORI Old Republic Intl Corp. | Reduce -39.2% | 0.31% | −0.21 |
| MTZ Mastec Inc. | Reduce -67.2% | 0.12% | −0.21 |
| CVSA Covista Inc. | Sold out | 0.00% | −0.21 |
| AVA Avista Corp. | Reduce -35.2% | 0.27% | −0.20 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −0.20 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.20 |
| EAT Brinker International Inc. | Sold out | 0.00% | −0.20 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +106.7% | 2.16% | +1.21 |
| AEO American Eagle Outfitters | New | 0.93% | +0.93 |
| GOOG Alphabet Inc. Class C | Add +161.2% | 1.28% | +0.88 |
| ADBE Adobe Inc. | New | 0.75% | +0.75 |
| FOX Fox Corp. Class B | New | 0.73% | +0.73 |
| HPE Hewlett Packard Enterprise | Add +188.3% | 1.07% | +0.72 |
| SEDG Solaredge Technologies Inc. | New | 0.68% | +0.68 |
| IVZ Invesco Ltd. | New | 0.68% | +0.68 |
| ROKU Roku Inc. | New | 0.56% | +0.56 |
| IBKR Interactive Brokers Gro Class A | New | 0.55% | +0.55 |
| LRCX Lam Research Corp. | Add +34.3% | 1.12% | +0.43 |
| PSX Phillips 66 | Add +114.3% | 0.80% | +0.43 |
| CIEN Ciena Corp. | New | 0.39% | +0.39 |
| GTX Garrett Motion Inc. | New | 0.35% | +0.35 |
| APA Apa Corp. | New | 0.33% | +0.33 |
| ADM Archer-Daniels-Midland Co. | New | 0.33% | +0.33 |
| SIG Signet Jewelers Ltd. | New | 0.32% | +0.32 |
| FFIV F5 Inc. | Add +128.1% | 0.58% | +0.32 |
| DINO HF Sinclair Corp. | New | 0.32% | +0.32 |
| BIIB Biogen Inc. | New | 0.30% | +0.30 |
| TPC Tutor Perini Corp. | New | 0.30% | +0.30 |
| ECG Everus Construction Group | New | 0.29% | +0.29 |
| ALLE Allegion PLC | New | 0.29% | +0.29 |
| AEP American Electric Power | New | 0.29% | +0.29 |
| NVDA Nvidia Corp. | Add +4.8% | 3.28% | +0.29 |
| ITW Illinois Tool Works | New | 0.28% | +0.28 |
| ABBV Abbvie Inc. | Add +11.5% | 1.44% | +0.27 |
| AGX Argan Inc. | New | 0.27% | +0.27 |
| MSM MSC Industrial Direct Co. Class A | New | 0.27% | +0.27 |
| GNRC Generac Holdings Inc. | New | 0.26% | +0.26 |
| OSK Oshkosh Corp. | New | 0.26% | +0.26 |
| PAG Penske Automotive Group Inc. | New | 0.26% | +0.26 |
| AES AES Corp. | New | 0.25% | +0.25 |
| CI The Cigna Group | Add +427.0% | 0.33% | +0.25 |
| PLTR Palantir Technologies Inc. Class A | Add +30.8% | 0.71% | +0.25 |
| LAD Lithia Motors Inc. | Add +124.2% | 0.54% | +0.25 |
| APH Amphenol Corp. Class A | Add +59.9% | 0.54% | +0.23 |
| DD Dupont DE Nemours Inc. | New | 0.23% | +0.23 |
| GPN Global Payments Inc. | New | 0.23% | +0.23 |
| FTDR Frontdoor Inc. | New | 0.23% | +0.23 |
| CB Chubb Ltd. | Add +451.0% | 0.29% | +0.23 |
| EXPE Expedia Group Inc. | New | 0.22% | +0.22 |
| AZZ Azz Inc. | New | 0.22% | +0.22 |
| EFSC Enterprise Financial Service | New | 0.22% | +0.22 |
| PII Polaris Inc. | New | 0.22% | +0.22 |
| TOST Toast Inc. Class A | New | 0.22% | +0.22 |
| ACGL Arch Capital Group Ltd. | New | 0.22% | +0.22 |
| EA Electronic Arts Inc. | Add +92.3% | 0.40% | +0.22 |
| CENX Century Aluminum Company | New | 0.21% | +0.21 |
| MA Mastercard Inc. Class A | Add +188.5% | 0.34% | +0.21 |
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 |