Convergence Investment Partners, LLC 13F Holdings

CIK 0001456133 · Palm Beach Gardens, FL

As of Sep 30, 2025, Convergence Investment Partners, LLC reported 250 positions worth $430.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology78,361 4.6M3.40%
APPLE INCAAPLTechnology37,877$9.6M2.24%
BROADCOM INCAVGOTechnology28,351$9.4M2.18%
ALPHABET INCGOOGLEquity36,193$8.8M2.05%
MICROSOFT CORPMSFTTechnology16,447$8.5M1.98%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology29,710$8.4M1.95%
META PLATFORMS INCMETACommunication Services10,904$8.0M1.86%
AMAZON.COM INCAMZNEquity34,328$7.5M1.75%
BANK OF NEW YORK MELLON CORPBKFinancial Services59,465$6.5M1.51%
ABBVIE INCABBVEquity27,635$6.4M1.49%
AT&T INCTCommunication Services206,581$5.8M1.36%
ALPHABET INCGOOGEquity23,471$5.7M1.33%
ALTRIA GROUP INCMOEquity82,775$5.5M1.27%
APPLOVIN CORPAPPTechnology7,124$5.1M1.19%
JPMORGAN CHASE & COJPMFinancial Services15,890$5.0M1.17%
LAM RESEARCH CORPLRCXTechnology37,215$5.0M1.16%
HEWLETT PACKARD ENTERPRISE COHPETechnology193,322$4.7M1.10%
GILEAD SCIENCES INCGILDHealthcare42,469$4.7M1.10%
CARDINAL HEALTH INCCAHHealthcare29,516$4.6M1.08%
BRISTOL MYERS SQUIBB COBMYHealthcare101,360$4.6M1.06%
BANK OF AMERICA CORPBACFinancial Services85,877$4.4M1.03%
VALERO ENERGY CORPVLOEnergy24,591$4.2M0.97%
WALMART INCWMTConsumer Defensive40,556$4.2M0.97%
AMERICAN EAGLE OUTFITTERS INCAEOConsumer Cyclical243,407$4.2M0.97%
SYNCHRONY FINANCIALSYFFinancial Services52,186$3.7M0.86%