Convergence Investment Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Convergence Investment Partners, LLC reported 242 stock positions worth $502.9 million. Its top holding was Nvidia (NVDA) at 3.3% of the portfolio, followed by Broadcom (AVGO, 2.1%) and Alphabet Class A (GOOGL, 2.0%). Compared with Q3 2025, it opened 56 new positions, sold out of 64, added to 90 and reduced 95. The biggest buy was Micron Technology (MU, shares +2177%) and the biggest sale Hewlett Packard Enterprise (HPE, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001456133
- Portfolio Value
- $502.9M (Q4 2025)
- SEC Filing
- 0001580642-26-000812 ↗ filed Feb 5, 2026
Holdings Value
Holdings 242 stocks · $502.9M
| NVDA Nvidia Corp. | 3.35% | 90,313 | $16.8M | Add +15.3% |
| AVGO Broadcom Inc. | 2.14% | 31,109 | $10.8M | Add +9.7% |
| GOOGL Alphabet Inc. Class A | 2.04% | 32,804 | $10.3M | Reduce -9.4% |
| MU Micron Technology Inc. | 1.94% | 34,204 | $9.8M | Add +2177.2% |
| GOOG Alphabet Inc. Class C | 1.92% | 30,799 | $9.7M | Add +31.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.88% | 31,937 | $9.5M | Add +7.5% |
| MSFT Microsoft Corp. | 1.85% | 19,209 | $9.3M | Add +16.8% |
| AAPL Apple Inc. | 1.73% | 32,047 | $8.7M | Reduce -15.4% |
| LRCX Lam Research Corp. | 1.34% | 39,274 | $6.7M | Add +5.5% |
| META Meta Platforms Inc. Class A | 1.33% | 10,132 | $6.7M | Reduce -7.1% |
| AMZN Amazon.com Inc. | 1.33% | 28,956 | $6.7M | Reduce -15.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.30% | 56,305 | $6.5M | Reduce -5.3% |
| T AT&T Inc. | 1.21% | 244,012 | $6.1M | Add +18.1% |
| BMY Bristol-Myers Squibb Co. | 1.20% | 112,072 | $6.0M | Add +10.6% |
| AEO American Eagle Outfitters | 1.18% | 225,963 | $6.0M | Reduce -7.2% |
| JPM JPMorgan Chase & Co. | 1.12% | 17,473 | $5.6M | Add +10.0% |
| CAH Cardinal Health Inc. | 1.07% | 26,154 | $5.4M | Reduce -11.4% |
| GILD Gilead Sciences Inc. | 1.07% | 43,686 | $5.4M | Add +2.9% |
| CIEN Ciena Corp. | 1.05% | 22,523 | $5.3M | Add +90.1% |
| JBL Jabil Inc. | 1.05% | 23,086 | $5.3M | Add +262.9% |
| ROKU Roku Inc. | 1.03% | 47,527 | $5.2M | Add +91.0% |
| WMT Walmart Inc. | 1.00% | 45,067 | $5.0M | Add +11.1% |
| CSCO Cisco Systems Inc. | 0.98% | 63,931 | $4.9M | Add +108.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.96% | 87,605 | $4.8M | Add +2.0% |
| WFC Wells Fargo & Co. | 0.93% | 50,259 | $4.7M | Add +13.6% |
| ABBV Abbvie Inc. | 0.91% | 20,045 | $4.6M | Reduce -27.5% |
| SYF Synchrony Financial | 0.90% | 54,528 | $4.5M | Add +4.5% |
| MRK Merck & Co. Inc. | 0.84% | 40,292 | $4.2M | Add +78.6% |
| VLO Valero Energy Corp. | 0.82% | 25,185 | $4.1M | Add +2.4% |
| GM General Motors Co. | 0.81% | 49,982 | $4.1M | Add +54.2% |
| MO Altria Group Inc. | 0.80% | 69,453 | $4.0M | Reduce -16.1% |
| MPC Marathon Petroleum Corp. | 0.77% | 23,871 | $3.9M | Add +191.8% |
| CARG Cargurus Inc. | 0.74% | 97,585 | $3.7M | New |
| XOM Exxon Mobil Corp. | 0.74% | 30,897 | $3.7M | Reduce -0.1% |
| IVZ Invesco Ltd. | 0.71% | 136,465 | $3.6M | Add +3.6% |
| APP AppLovin Corp. Class A | 0.70% | 5,216 | $3.5M | Reduce -26.8% |
| VRSN Verisign Inc. | 0.70% | 14,441 | $3.5M | Add +33.4% |
| QCOM Qualcomm Inc. | 0.70% | 20,510 | $3.5M | Reduce -0.2% |
| ADM Archer-Daniels-Midland Co. | 0.68% | 59,438 | $3.4M | Add +142.2% |
| APH Amphenol Corp. Class A | 0.67% | 25,113 | $3.4M | Add +30.1% |
| ZM Zoom Communications Inc. | 0.67% | 38,946 | $3.4M | Add +74.3% |
| PEGA Pegasystems Inc. | 0.66% | 55,505 | $3.3M | Add +17.7% |
| ADBE Adobe Inc. | 0.65% | 9,328 | $3.3M | Reduce -1.8% |
| NRG NRG Energy Inc. | 0.62% | 19,457 | $3.1M | Add +18.3% |
| KD Kyndryl Holdings Inc. | 0.59% | 112,531 | $3.0M | Add +42.6% |
| CAT Caterpillar Inc. | 0.59% | 5,138 | $2.9M | Reduce -4.1% |
| PSX Phillips 66 | 0.58% | 22,695 | $2.9M | Reduce -13.8% |
| C Citigroup Inc. | 0.57% | 24,620 | $2.9M | Add +25.8% |
| LEA Lear Corp. | 0.56% | 24,720 | $2.8M | Add +154.6% |
| LAD Lithia Motors Inc. | 0.53% | 8,090 | $2.7M | Add +6.1% |
| ROK Rockwell Automation Inc. | 0.53% | 6,851 | $2.7M | New |
| CRM Salesforce Inc. | 0.52% | 9,846 | $2.6M | Add +706.4% |
| CRDO Credo Technology Group Holdi | 0.51% | 17,863 | $2.6M | Add +2.8% |
| SCHW Schwab (charles) Corp. | 0.50% | 25,356 | $2.5M | Add +21.2% |
| JNJ Johnson & Johnson | 0.50% | 12,222 | $2.5M | Reduce -2.0% |
| BFH Bread Financial Holdings Inc. | 0.50% | 33,889 | $2.5M | Add +5.1% |
| LOW Lowe's Cos Inc. | 0.50% | 10,391 | $2.5M | Add +698.1% |
| MDT Medtronic PLC | 0.49% | 25,593 | $2.5M | Reduce -0.2% |
| MET Metlife Inc. | 0.48% | 30,758 | $2.4M | Add +4.8% |
| FOX Fox Corp. Class B | 0.47% | 36,744 | $2.4M | Reduce -35.4% |
| MCK McKesson Corp. | 0.47% | 2,853 | $2.3M | Add +16.3% |
| HD Home Depot Inc. | 0.46% | 6,654 | $2.3M | Add +46.6% |
| SEIC Sei Investments Company | 0.45% | 27,640 | $2.3M | Add +13.0% |
| IBKR Interactive Brokers Gro Class A | 0.45% | 34,907 | $2.2M | Reduce -2.7% |
| MS Morgan Stanley | 0.44% | 12,568 | $2.2M | Reduce -3.0% |
| GDDY GoDaddy Inc. Class A | 0.44% | 17,794 | $2.2M | Add +69.0% |
| GLW Corning Inc. | 0.44% | 25,155 | $2.2M | Add +27.2% |
| RYN Rayonier Inc. | 0.43% | 100,900 | $2.2M | Add +494.1% |
| EIX Edison International | 0.43% | 36,068 | $2.2M | Add +33.5% |
| BIIB Biogen Inc. | 0.43% | 12,156 | $2.1M | Add +26.9% |
| PM Philip Morris International | 0.42% | 13,312 | $2.1M | Reduce -10.1% |
| EXEL Exelixis Inc. | 0.42% | 48,292 | $2.1M | New |
| INCY Incyte Corp. | 0.42% | 21,202 | $2.1M | Add +46.5% |
| HALO Halozyme Therapeutics Inc. | 0.41% | 30,851 | $2.1M | Add +53.6% |
| STT State Street Corp. | 0.41% | 16,085 | $2.1M | Reduce -2.7% |
| CVS CVS Health Corp. | 0.41% | 26,079 | $2.1M | Add +263.8% |
| PTCT PTC Therapeutics Inc. | 0.41% | 27,193 | $2.1M | Reduce -2.6% |
| AMG Affiliated Managers Group | 0.41% | 7,066 | $2.0M | New |
| COR Cencora Inc. | 0.40% | 5,920 | $2.0M | Add +13.0% |
| SCCO Southern Copper Corp. | 0.39% | 13,733 | $2.0M | Reduce -0.1% |
| CI The Cigna Group | 0.39% | 7,098 | $2.0M | Add +37.2% |
| JAZZ Jazz Pharmaceuticals PLC | 0.38% | 11,380 | $1.9M | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.38% | 9,495 | $1.9M | New |
| LMT Lockheed Martin Corp. | 0.38% | 3,943 | $1.9M | Add +8.9% |
| FITB Fifth Third Bancorp | 0.37% | 40,104 | $1.9M | Reduce -5.9% |
| KEYS Keysight Technologies Inc. | 0.37% | 9,228 | $1.9M | New |
| OUT Outfront Media Inc. | 0.37% | 77,467 | $1.9M | Reduce -0.7% |
| CB Chubb Ltd. | 0.37% | 5,967 | $1.9M | Add +32.5% |
| USB US Bancorp | 0.37% | 34,816 | $1.9M | Reduce -1.8% |
| AMRX Amneal Pharmaceuticals Inc. | 0.37% | 146,430 | $1.8M | Add +51.1% |
| FLEX Flex Ltd. | 0.36% | 29,879 | $1.8M | Reduce -35.0% |
| NTAP Netapp Inc. | 0.35% | 16,625 | $1.8M | Reduce -1.0% |
| HPE Hewlett Packard Enterprise | 0.34% | 71,992 | $1.7M | Reduce -62.8% |
| DAL Delta Air Lines Inc. | 0.34% | 24,344 | $1.7M | Add +30.6% |
| DELL Dell Technologies -C | 0.33% | 13,329 | $1.7M | New |
| XYZ Block Inc. | 0.33% | 25,705 | $1.7M | New |
| BKH Black Hills Corp. | 0.33% | 23,869 | $1.7M | Reduce -1.6% |
| VICR Vicor Corp. | 0.32% | 14,880 | $1.6M | New |
| HAL Halliburton Co. | 0.32% | 57,078 | $1.6M | New |
| SPG Simon Property Group Inc. | 0.32% | 8,584 | $1.6M | Reduce -4.3% |
Portfolio Sells Q3 2025 → Q4 2025
| HPE Hewlett Packard Enterprise | Reduce -62.8% | 0.34% | −0.72 |
| SEDG Solaredge Technologies Inc. | Sold out | 0.00% | −0.68 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.67 |
| PLTR Palantir Technologies Inc. Class A | Reduce -89.9% | 0.06% | −0.65 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.63 |
| CVX Chevron Corp. | Reduce -81.3% | 0.11% | −0.58 |
| FFIV F5 Inc. | Sold out | 0.00% | −0.58 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.53 |
| ABBV Abbvie Inc. | Reduce -27.5% | 0.91% | −0.53 |
| EPR Epr Properties | Sold out | 0.00% | −0.50 |
| META Meta Platforms Inc. Class A | Reduce -7.1% | 1.33% | −0.47 |
| APP AppLovin Corp. Class A | Reduce -26.8% | 0.70% | −0.45 |
| AAPL Apple Inc. | Reduce -15.4% | 1.73% | −0.43 |
| MO Altria Group Inc. | Reduce -16.1% | 0.80% | −0.43 |
| FHI Federated Hermes Inc. | Sold out | 0.00% | −0.43 |
| ADI Analog Devices Inc. | Reduce -61.6% | 0.24% | −0.40 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.40 |
| AMZN Amazon.com Inc. | Reduce -15.7% | 1.33% | −0.36 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.35 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.32 |
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.32 |
| MOS The Mosaic Co. | Reduce -39.4% | 0.18% | −0.30 |
| HUM Humana Inc. | Sold out | 0.00% | −0.30 |
| ALLE Allegion PLC | Sold out | 0.00% | −0.29 |
| PPC Pilgrim's Pride Corp. | Sold out | 0.00% | −0.28 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.28 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.28 |
| ADT Adt Inc. | Reduce -40.4% | 0.27% | −0.28 |
| ZION Zions Bancorp NA | Sold out | 0.00% | −0.28 |
| AGX Argan Inc. | Sold out | 0.00% | −0.27 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.26 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.26 |
| VICI Vici Properties Inc. | Reduce -45.7% | 0.19% | −0.26 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.26 |
| OSK Oshkosh Corp. | Sold out | 0.00% | −0.26 |
| PAG Penske Automotive Group Inc. | Sold out | 0.00% | −0.26 |
| REVG Rev Group Inc. | Sold out | 0.00% | −0.26 |
| FOX Fox Corp. Class B | Reduce -35.4% | 0.47% | −0.26 |
| UNM Unum Group | Sold out | 0.00% | −0.25 |
| CF CF Industries Holdings Inc. | Reduce -35.5% | 0.24% | −0.24 |
| MA Mastercard Inc. Class A | Reduce -67.0% | 0.10% | −0.24 |
| FLEX Flex Ltd. | Reduce -35.0% | 0.36% | −0.24 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.24 |
| RMD Resmed Inc. | Reduce -59.3% | 0.11% | −0.24 |
| STAG Stag Industrial Inc. | Sold out | 0.00% | −0.23 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.23 |
| EFSC Enterprise Financial Service | Sold out | 0.00% | −0.22 |
| PSX Phillips 66 | Reduce -13.8% | 0.58% | −0.22 |
| CALM Cal-Maine Foods Inc. | Reduce -44.0% | 0.16% | −0.22 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.22 |
Portfolio Buys Q3 2025 → Q4 2025
| MU Micron Technology Inc. | Add +2177.2% | 1.94% | +1.88 |
| CARG Cargurus Inc. | New | 0.74% | +0.74 |
| JBL Jabil Inc. | Add +262.9% | 1.05% | +0.74 |
| CIEN Ciena Corp. | Add +90.1% | 1.05% | +0.66 |
| GOOG Alphabet Inc. Class C | Add +31.2% | 1.92% | +0.64 |
| ROK Rockwell Automation Inc. | New | 0.53% | +0.53 |
| CSCO Cisco Systems Inc. | Add +108.9% | 0.98% | +0.51 |
| ROKU Roku Inc. | Add +91.0% | 1.03% | +0.47 |
| CRM Salesforce Inc. | Add +706.4% | 0.52% | +0.45 |
| LOW Lowe's Cos Inc. | Add +698.1% | 0.50% | +0.42 |
| EXEL Exelixis Inc. | New | 0.42% | +0.42 |
| MRK Merck & Co. Inc. | Add +78.6% | 0.84% | +0.42 |
| MPC Marathon Petroleum Corp. | Add +191.8% | 0.77% | +0.42 |
| AMG Affiliated Managers Group | New | 0.41% | +0.41 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.38% | +0.38 |
| MTB M & T Bank Corp. | New | 0.38% | +0.38 |
| KEYS Keysight Technologies Inc. | New | 0.37% | +0.37 |
| GM General Motors Co. | Add +54.2% | 0.81% | +0.36 |
| ADM Archer-Daniels-Midland Co. | Add +142.2% | 0.68% | +0.35 |
| LEA Lear Corp. | Add +154.6% | 0.56% | +0.34 |
| DELL Dell Technologies -C | New | 0.33% | +0.33 |
| RYN Rayonier Inc. | Add +494.1% | 0.43% | +0.33 |
| XYZ Block Inc. | New | 0.33% | +0.33 |
| VICR Vicor Corp. | New | 0.32% | +0.32 |
| HAL Halliburton Co. | New | 0.32% | +0.32 |
| AER Aercap Holdings NV | New | 0.30% | +0.30 |
| CATY Cathay General Bancorp | New | 0.30% | +0.30 |
| ENS Enersys | New | 0.30% | +0.30 |
| BG Bunge Global SA | New | 0.30% | +0.30 |
| AIG American International Group | New | 0.30% | +0.30 |
| CVS CVS Health Corp. | Add +263.8% | 0.41% | +0.29 |
| TLN Talen Energy Corp. | New | 0.29% | +0.29 |
| ALB Albemarle Corp. | New | 0.29% | +0.29 |
| IESC Ies Holdings Inc. | New | 0.28% | +0.28 |
| DDS Dillards Inc. Class A | New | 0.28% | +0.28 |
| POWL Powell Industries Inc. | New | 0.28% | +0.28 |
| CSTM Constellium SE | New | 0.28% | +0.28 |
| ZM Zoom Communications Inc. | Add +74.3% | 0.67% | +0.25 |
| FERG Ferguson Enterprises Inc. | New | 0.25% | +0.25 |
| RGA Reinsurance Group of America | New | 0.25% | +0.25 |
| BYD Boyd Gaming Corp. | New | 0.25% | +0.25 |
| CDE Coeur Mining Inc. | New | 0.24% | +0.24 |
| CLX Clorox Company | New | 0.24% | +0.24 |
| PYPL PayPal Holdings Inc. | New | 0.24% | +0.24 |
| EGP Eastgroup Properties Inc. | New | 0.24% | +0.24 |
| LNC Lincoln National Corp. | New | 0.23% | +0.23 |
| ADSK Autodesk Inc. | New | 0.23% | +0.23 |
| F Ford Motor Co. | Add +481.4% | 0.27% | +0.22 |
| LRCX Lam Research Corp. | Add +5.5% | 1.34% | +0.22 |
| TROW T Rowe Price Group Inc. | New | 0.22% | +0.22 |
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 |