Convergence Investment Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Convergence Investment Partners, LLC reported 235 stock positions worth $610.7 million. Its top holding was Nvidia (NVDA) at 3.1% of the portfolio, followed by Broadcom (AVGO, 2.2%) and Alphabet Class A (GOOGL, 1.9%). Compared with Q4 2025, it opened 47 new positions, sold out of 54, added to 107 and reduced 79. The biggest buy was Advanced Micro Devices (AMD, shares +2268%) and the biggest sale Intl Business Machines (IBM, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001456133
- Portfolio Value
- $610.7M (Q1 2026)
- SEC Filing
- 0001580642-26-003061 ↗ filed May 7, 2026
Holdings Value
Holdings 235 stocks · $610.7M
| NVDA Nvidia Corp. | 3.12% | 109,219 | $19.0M | Add +20.9% |
| AVGO Broadcom Inc. | 2.19% | 43,202 | $13.4M | Add +38.9% |
| GOOGL Alphabet Inc. Class A | 1.92% | 40,705 | $11.7M | Add +24.1% |
| GOOG Alphabet Inc. Class C | 1.87% | 39,857 | $11.4M | Add +29.4% |
| AMZN Amazon.com Inc. | 1.79% | 52,513 | $10.9M | Add +81.3% |
| LRCX Lam Research Corp. | 1.78% | 50,898 | $10.9M | Add +29.6% |
| T AT&T Inc. | 1.54% | 324,837 | $9.4M | Add +33.1% |
| MSFT Microsoft Corp. | 1.46% | 24,127 | $8.9M | Add +25.6% |
| MU Micron Technology Inc. | 1.38% | 24,984 | $8.4M | Reduce -27.0% |
| AAPL Apple Inc. | 1.36% | 32,830 | $8.3M | Add +2.4% |
| BMY Bristol-Myers Squibb Co. | 1.35% | 136,384 | $8.3M | Add +21.7% |
| AMD Advanced Micro Devices | 1.33% | 39,905 | $8.1M | Add +2268.3% |
| XOM Exxon Mobil Corp. | 1.30% | 46,928 | $8.0M | Add +51.9% |
| DELL Dell Technologies -C | 1.21% | 44,982 | $7.4M | Add +237.5% |
| VLO Valero Energy Corp. | 1.15% | 28,465 | $7.0M | Add +13.0% |
| CIEN Ciena Corp. | 1.10% | 17,251 | $6.7M | Reduce -23.4% |
| WMT Walmart Inc. | 1.09% | 53,800 | $6.7M | Add +19.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.07% | 26,946 | $6.5M | Reduce -15.6% |
| PSX Phillips 66 | 1.02% | 34,038 | $6.2M | Add +50.0% |
| SNDK Sandisk Corp. | 0.99% | 9,535 | $6.1M | New |
| CSCO Cisco Systems Inc. | 0.98% | 77,287 | $6.0M | Add +20.9% |
| META Meta Platforms Inc. Class A | 0.94% | 10,016 | $5.7M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.92% | 46,800 | $5.6M | Add +16.1% |
| WDC Western Digital Corp. | 0.89% | 20,176 | $5.5M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.88% | 110,451 | $5.4M | Add +26.1% |
| STT State Street Corp. | 0.87% | 42,185 | $5.3M | Add +162.3% |
| VRSN Verisign Inc. | 0.87% | 21,461 | $5.3M | Add +48.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.83% | 42,690 | $5.1M | Reduce -24.2% |
| NTRS Northern Trust Corp. | 0.83% | 36,147 | $5.0M | New |
| CARG Cargurus Inc. | 0.79% | 141,307 | $4.8M | Add +44.8% |
| MO Altria Group Inc. | 0.78% | 72,375 | $4.8M | Add +4.2% |
| FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD | 0.78% | 72,672 | $4.8M | Add +143.2% |
| FTNT Fortinet Inc. | 0.75% | 55,978 | $4.6M | New |
| ROKU Roku Inc. | 0.74% | 47,891 | $4.5M | Add +0.8% |
| CAH Cardinal Health Inc. | 0.74% | 21,372 | $4.5M | Reduce -18.3% |
| ADM Archer-Daniels-Midland Co. | 0.73% | 61,426 | $4.5M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 0.72% | 14,957 | $4.4M | Reduce -14.4% |
| PATH Uipath Inc. Class A | 0.72% | 396,363 | $4.4M | New |
| JBL Jabil Inc. | 0.72% | 16,558 | $4.4M | Reduce -28.3% |
| IVZ Invesco Ltd. | 0.71% | 178,323 | $4.3M | Add +30.7% |
| ABBV Abbvie Inc. | 0.71% | 19,873 | $4.3M | Reduce -0.9% |
| TDC Teradata Corp. | 0.70% | 167,347 | $4.3M | New |
| GILD Gilead Sciences Inc. | 0.68% | 29,860 | $4.2M | Reduce -31.6% |
| MDT Medtronic PLC | 0.66% | 46,789 | $4.1M | Add +82.8% |
| JNJ Johnson & Johnson | 0.65% | 16,301 | $4.0M | Add +33.4% |
| SCCO Southern Copper Corp. | 0.64% | 22,793 | $3.9M | Add +66.0% |
| EIX Edison International | 0.64% | 53,350 | $3.9M | Add +47.9% |
| SPHR Sphere Entertainment Co. | 0.63% | 32,867 | $3.9M | New |
| LEA Lear Corp. | 0.62% | 31,440 | $3.8M | Add +27.2% |
| SNEX Stonex Group Inc. | 0.62% | 46,780 | $3.8M | New |
| MPC Marathon Petroleum Corp. | 0.62% | 15,418 | $3.8M | Reduce -35.4% |
| PNC PNC Financial Services Group | 0.62% | 18,085 | $3.8M | Add +178.6% |
| PM Philip Morris International | 0.62% | 22,756 | $3.8M | Add +70.9% |
| WFC Wells Fargo & Co. | 0.60% | 45,992 | $3.7M | Reduce -8.5% |
| RTX RTX Corp. | 0.57% | 17,916 | $3.5M | Add +178.7% |
| APA Apa Corp. | 0.56% | 80,668 | $3.4M | Add +25.9% |
| SCHW Schwab (charles) Corp. | 0.54% | 35,293 | $3.3M | Add +39.2% |
| DTE DTE Energy Company | 0.51% | 21,490 | $3.1M | New |
| AMG Affiliated Managers Group | 0.51% | 11,152 | $3.1M | Add +57.8% |
| AEO American Eagle Outfitters | 0.50% | 184,222 | $3.1M | Reduce -18.5% |
| HAL Halliburton Co. | 0.49% | 77,234 | $3.0M | Add +35.3% |
| EXEL Exelixis Inc. | 0.49% | 69,616 | $3.0M | Add +44.2% |
| INCY Incyte Corp. | 0.48% | 31,020 | $2.9M | Add +46.3% |
| JAZZ Jazz Pharmaceuticals PLC | 0.47% | 15,285 | $2.9M | Add +34.3% |
| AMKR Amkor Technology Inc. | 0.46% | 62,207 | $2.8M | New |
| LXP LXP Industrial Trust | 0.46% | 60,406 | $2.8M | New |
| GM General Motors Co. | 0.46% | 37,454 | $2.8M | Reduce -25.1% |
| CI The Cigna Group | 0.45% | 10,193 | $2.7M | Add +43.6% |
| QCOM Qualcomm Inc. | 0.44% | 20,670 | $2.7M | Add +0.8% |
| DAR Darling Ingredients Inc. | 0.43% | 42,699 | $2.6M | New |
| BFH Bread Financial Holdings Inc. | 0.43% | 35,013 | $2.6M | Add +3.3% |
| FDX FedEx Corp. | 0.43% | 7,343 | $2.6M | New |
| C Citigroup Inc. | 0.42% | 22,595 | $2.6M | Reduce -8.2% |
| SYF Synchrony Financial | 0.41% | 36,606 | $2.5M | Reduce -32.9% |
| BIIB Biogen Inc. | 0.41% | 13,557 | $2.5M | Add +11.5% |
| COR Cencora Inc. | 0.40% | 7,789 | $2.4M | Add +31.6% |
| LMT Lockheed Martin Corp. | 0.40% | 4,037 | $2.4M | Add +2.4% |
| HALO Halozyme Therapeutics Inc. | 0.40% | 37,599 | $2.4M | Add +21.9% |
| POWL Powell Industries Inc. | 0.39% | 4,366 | $2.4M | Reduce -1.2% |
| ENS Enersys | 0.39% | 13,546 | $2.4M | Add +32.6% |
| LOW Lowe's Cos Inc. | 0.38% | 9,761 | $2.3M | Reduce -6.1% |
| EME Emcor Group Inc. | 0.38% | 3,106 | $2.3M | New |
| ST Sensata Technologies Holdplc | 0.37% | 64,245 | $2.3M | Add +58.9% |
| TPC Tutor Perini Corp. | 0.37% | 29,066 | $2.2M | Add +39.5% |
| MLI Mueller Industries Inc. | 0.37% | 20,130 | $2.2M | Add +48.7% |
| FIX Comfort Systems USA Inc. | 0.36% | 1,614 | $2.2M | New |
| CATY Cathay General Bancorp | 0.36% | 44,316 | $2.2M | Add +42.5% |
| ECG Everus Construction Group | 0.36% | 18,505 | $2.2M | Add +39.0% |
| MCK McKesson Corp. | 0.36% | 2,521 | $2.2M | Reduce -11.6% |
| HD Home Depot Inc. | 0.36% | 6,613 | $2.2M | Reduce -0.6% |
| GMED Globus Medical Inc. Class A | 0.35% | 25,132 | $2.2M | New |
| VICR Vicor Corp. | 0.35% | 13,307 | $2.1M | Reduce -10.6% |
| ATMU Atmus Filtration Technologie | 0.35% | 37,691 | $2.1M | New |
| PEGA Pegasystems Inc. | 0.35% | 50,113 | $2.1M | Reduce -9.7% |
| DBX Dropbox Inc. Class A | 0.35% | 92,775 | $2.1M | Add +73.2% |
| MS Morgan Stanley | 0.34% | 12,742 | $2.1M | Add +1.4% |
| M Macy's Inc. | 0.34% | 115,882 | $2.1M | Add +174.3% |
| OUT Outfront Media Inc. | 0.34% | 78,004 | $2.1M | Add +0.7% |
| NRG NRG Energy Inc. | 0.34% | 14,076 | $2.1M | Reduce -27.7% |
| HWM Howmet Aerospace Inc. | 0.34% | 8,918 | $2.1M | Add +77.5% |
Portfolio Sells Q4 2025 → Q1 2026
| IBM Intl Business Machines Corp. | Reduce -15.6% | 1.07% | −0.81 |
| AEO American Eagle Outfitters | Reduce -18.5% | 0.50% | −0.68 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.67 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.65 |
| KD Kyndryl Holdings Inc. | Sold out | 0.00% | −0.59 |
| MU Micron Technology Inc. | Reduce -27.0% | 1.38% | −0.56 |
| LAD Lithia Motors Inc. | Sold out | 0.00% | −0.53 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.51 |
| CAT Caterpillar Inc. | Reduce -86.3% | 0.08% | −0.50 |
| SYF Synchrony Financial | Reduce -32.9% | 0.41% | −0.50 |
| CRM Salesforce Inc. | Reduce -88.9% | 0.03% | −0.49 |
| FOX Fox Corp. Class B | Sold out | 0.00% | −0.47 |
| BNY Bank of New York Mellon Corp. | Reduce -24.2% | 0.83% | −0.47 |
| SEIC Sei Investments Company | Sold out | 0.00% | −0.45 |
| APP AppLovin Corp. Class A | Reduce -26.0% | 0.25% | −0.45 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.44 |
| RYN Rayonier Inc. | Sold out | 0.00% | −0.43 |
| JPM JPMorgan Chase & Co. | Reduce -14.4% | 0.72% | −0.40 |
| META Meta Platforms Inc. Class A | Reduce -1.1% | 0.94% | −0.39 |
| GILD Gilead Sciences Inc. | Reduce -31.6% | 0.68% | −0.38 |
| ZM Zoom Communications Inc. | Reduce -44.4% | 0.29% | −0.38 |
| GM General Motors Co. | Reduce -25.1% | 0.46% | −0.35 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.34 |
| ROK Rockwell Automation Inc. | Reduce -52.4% | 0.19% | −0.34 |
| XYZ Block Inc. | Sold out | 0.00% | −0.33 |
| WFC Wells Fargo & Co. | Reduce -8.5% | 0.60% | −0.33 |
| CAH Cardinal Health Inc. | Reduce -18.3% | 0.74% | −0.33 |
| JBL Jabil Inc. | Reduce -28.3% | 0.72% | −0.33 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.31 |
| PEGA Pegasystems Inc. | Reduce -9.7% | 0.35% | −0.31 |
| BG Bunge Global SA | Sold out | 0.00% | −0.30 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.29 |
| PRIM Primoris Services Corp. | Sold out | 0.00% | −0.29 |
| UGI Ugi Corp. | Sold out | 0.00% | −0.29 |
| TLN Talen Energy Corp. | Sold out | 0.00% | −0.29 |
| IESC Ies Holdings Inc. | Sold out | 0.00% | −0.28 |
| NRG NRG Energy Inc. | Reduce -27.7% | 0.34% | −0.28 |
| CVS CVS Health Corp. | Reduce -53.9% | 0.14% | −0.27 |
| ADT Adt Inc. | Sold out | 0.00% | −0.27 |
| STRL Sterling Infrastructure Inc. | Sold out | 0.00% | −0.26 |
| BYD Boyd Gaming Corp. | Sold out | 0.00% | −0.25 |
| MET Metlife Inc. | Reduce -34.2% | 0.23% | −0.25 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.25 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.24 |
| HCA HCA Healthcare Inc. | Reduce -85.5% | 0.03% | −0.24 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.24 |
| LNC Lincoln National Corp. | Sold out | 0.00% | −0.23 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.23 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.22 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.22 |
Portfolio Buys Q4 2025 → Q1 2026
| AMD Advanced Micro Devices | Add +2268.3% | 1.33% | +1.26 |
| SNDK Sandisk Corp. | New | 0.99% | +0.99 |
| WDC Western Digital Corp. | New | 0.89% | +0.89 |
| DELL Dell Technologies -C | Add +237.5% | 1.21% | +0.88 |
| NTRS Northern Trust Corp. | New | 0.83% | +0.83 |
| FTNT Fortinet Inc. | New | 0.75% | +0.75 |
| PATH Uipath Inc. Class A | New | 0.72% | +0.72 |
| TDC Teradata Corp. | New | 0.70% | +0.70 |
| SPHR Sphere Entertainment Co. | New | 0.63% | +0.63 |
| SNEX Stonex Group Inc. | New | 0.62% | +0.62 |
| XOM Exxon Mobil Corp. | Add +51.9% | 1.30% | +0.56 |
| DTE DTE Energy Company | New | 0.51% | +0.51 |
| AMZN Amazon.com Inc. | Add +81.3% | 1.79% | +0.46 |
| STT State Street Corp. | Add +162.3% | 0.87% | +0.46 |
| AMKR Amkor Technology Inc. | New | 0.46% | +0.46 |
| LXP LXP Industrial Trust | New | 0.46% | +0.46 |
| LRCX Lam Research Corp. | Add +29.6% | 1.78% | +0.44 |
| PSX Phillips 66 | Add +50.0% | 1.02% | +0.43 |
| DAR Darling Ingredients Inc. | New | 0.43% | +0.43 |
| FDX FedEx Corp. | New | 0.43% | +0.43 |
| FLEX Flex Ltd. | Add +143.2% | 0.78% | +0.42 |
| EME Emcor Group Inc. | New | 0.38% | +0.38 |
| FIX Comfort Systems USA Inc. | New | 0.36% | +0.36 |
| GMED Globus Medical Inc. Class A | New | 0.35% | +0.35 |
| ATMU Atmus Filtration Technologie | New | 0.35% | +0.35 |
| PNC PNC Financial Services Group | Add +178.6% | 0.62% | +0.35 |
| T AT&T Inc. | Add +33.1% | 1.54% | +0.34 |
| VLO Valero Energy Corp. | Add +13.0% | 1.15% | +0.34 |
| HII Huntington Ingalls Industrie | New | 0.34% | +0.34 |
| PANW Palo Alto Networks Inc. | New | 0.33% | +0.33 |
| RTX RTX Corp. | Add +178.7% | 0.57% | +0.33 |
| FSLY Fastly Inc. Class A | New | 0.32% | +0.32 |
| TXT Textron Inc. | New | 0.31% | +0.31 |
| ES Eversource Energy | New | 0.29% | +0.29 |
| ACN Accenture PLC Class A | Add +1099.4% | 0.34% | +0.29 |
| MATX Matson Inc. | New | 0.28% | +0.28 |
| KMX Carmax Inc. | New | 0.28% | +0.28 |
| WTFC Wintrust Financial Corp. | New | 0.27% | +0.27 |
| MCD McDonald's Corp. | Add +658.0% | 0.32% | +0.27 |
| FCX Freeport-McMoran Inc. | New | 0.26% | +0.26 |
| CCL Carnival Corp. | New | 0.26% | +0.26 |
| COHR Coherent Corp. | New | 0.25% | +0.25 |
| EBAY eBay Inc. | New | 0.25% | +0.25 |
| SCCO Southern Copper Corp. | Add +66.0% | 0.64% | +0.25 |
| APA Apa Corp. | Add +25.9% | 0.56% | +0.25 |
| DLR Digital Realty Trust Inc. | New | 0.25% | +0.25 |
| RNR Renaissancere Holdings Ltd. | New | 0.25% | +0.25 |
| LVS Las Vegas Sands Corp. | Add +737.2% | 0.28% | +0.23 |
| FR First Industrial Realty TR | New | 0.22% | +0.22 |
| PTEN Patterson-Uti Energy 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 |