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Equibles

Convergence Investment Partners, LLC

Location
PALM BEACH GARDENS, FL
Portfolio Value
Mid $1,037,336,842
Diversification
Diversified
Filing Date
Global Rank
#1,928 / 8,710 ▲ 1005
Top Industry
Semiconductors 10.9%
Period ended 3 months ago
Filed Jul 31, 2026 · 53d
26 quarters · since Mar 2020

Portfolio Concentration

240 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
3.8%
+0.0 pts
Top 5
12.4%
−0.3 pts
Top 10
19.8%
+0.0 pts
HHI
88
Sep 2023 → Jun 2026 · range 85 – 133
Diversified−3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 34.5% $357,535,163
Financial Services 13.8% $143,422,602
Healthcare 11.2% $116,613,313
Consumer Cyclical 9.2% $94,955,639
Industrials 8.6% $89,245,476
Communication Services 6.9% $71,245,816
Consumer Defensive 4.3% $44,701,472
Energy 4.1% $42,354,082
Utilities 2.6% $27,473,372
Real Estate 2.5% $25,483,597
Basic Materials 2.3% $24,306,310

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
M +227,839 343,721 $8,094,629
AMRX +180,451 344,765 $5,967,882
DBX +106,281 199,056 $5,468,068
TDC +96,136 263,483 $9,129,685
F +91,310 234,501 $3,259,563
NVDA +87,825 197,044 $39,426,533
OUT +82,897 160,901 $5,271,116
PTEN +79,854 202,212 $1,856,306
AEO +75,412 259,634 $4,465,704
AMKR +60,508 122,715 $10,581,714
CSCO +55,349 132,636 $15,579,424
APA +50,867 131,535 $4,284,094
BAC +50,666 161,117 $9,180,446
FE +44,996 70,549 $3,353,899
EXEL +41,953 111,569 $6,070,469
MET +39,789 60,035 $5,079,561
GM +39,247 76,701 $5,912,113
CVS +38,759 50,785 $5,253,708
BMY +33,810 170,194 $9,806,578
CSTM +33,078 98,631 $3,143,369
HST +32,411 106,438 $2,523,644
PG +31,439 34,497 $5,058,640
ADM +31,195 92,621 $7,076,244
CRM +31,122 32,218 $5,047,271
AMZN +30,282 82,795 $19,733,360

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
PATH −190,019 206,344 $2,242,959
IVZ −122,114 56,209 $1,483,355
WFC −40,469 5,523 $456,420
CARG −39,233 102,074 $3,479,702
HAL −38,220 39,014 $1,324,525
T −30,677 294,160 $6,089,112
DD −24,561 7,634 $1,035,475
GOOGL −21,760 58,802 $21,014,070
FLEX −21,605 51,067 $8,276,428
MDT −21,450 25,339 $1,982,269
GTX −16,582 29,370 $1,064,075
NEM −14,509 1,081 $100,965
DTE −14,043 7,447 $1,134,699
AMD −14,017 25,888 $15,038,598
GLW −13,917 1,118 $285,570
AAPL −11,344 21,486 $6,217,188
WDC −10,122 10,054 $6,421,690
PM −10,116 12,640 $2,286,702
MSFT −9,908 14,219 $5,303,971
QCOM −9,868 10,802 $1,996,101
JBL −8,951 7,607 $2,932,346
AVGO −8,886 34,316 $12,962,869
LOW −8,717 1,044 $230,191
DLR −8,007 419 $75,244
MU −7,632 17,352 $20,029,240

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
ADI 31,878 $12,660,985
ANET 49,725 $8,447,283
ADBE 40,489 $8,301,054
SMTC 47,461 $7,681,562
TGT 54,915 $7,172,448
EVR 17,656 $6,028,464
MUSA 10,969 $5,910,865
VIRT 95,019 $5,660,281
NBIX 32,433 $5,466,257
MANH 38,016 $5,293,728
GDDY 59,366 $5,038,986
ADSK 25,459 $4,949,738
ZION 70,623 $4,886,405
CNC 72,957 $4,683,109
MYRG 9,286 $4,646,714
VRT 13,763 $4,608,127
CFG 63,472 $4,447,483
PWR 5,825 $4,194,233
KMT 114,304 $4,006,355
FBP 149,368 $3,894,023
CBOE 15,435 $3,745,611
AGX 4,624 $3,692,495
TIGO 38,041 $3,452,601
LSTR 16,587 $3,430,357
NJR 56,576 $3,170,519

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
SCHW 35,293 $3,316,836
AMG 11,152 $3,085,758
HALO 37,599 $2,430,023
POWL 4,366 $2,362,355
TPC 29,066 $2,243,604
ECG 18,505 $2,184,700
GMED 25,132 $2,165,373
ATMU 37,691 $2,139,718
PEGA 50,113 $2,132,809
NRG 14,076 $2,057,066
HII 5,405 $2,053,359
ACN 10,339 $2,050,120
PANW 12,721 $2,039,430
FSLY 67,125 $1,950,652
MCD 6,269 $1,948,342
MATX 10,442 $1,711,861
CCL 61,901 $1,601,997
DDS 2,784 $1,592,754
CLX 14,999 $1,554,346
COHR 6,481 $1,543,839
RNR 5,063 $1,504,875
HL 79,658 $1,484,028
CMCSA 50,524 $1,450,544
CDE 77,170 $1,448,480
PLTR 9,436 $1,380,298

Portfolio Positions

Export CSV View 13F filing
240 tracked positions · $1,037,336,842 total · filing declares 241 positions · $1,055,004,327 · as of Jun 30, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 240 positions by value · page 1 of 5
Ticker Company Shares Value (USD) % of Portfolio History
NVDA
Nvidia Corp
Technology 		197,044 $39,426,533 3.80%
LRCX
Lam Research Corp
Technology 		64,972 $28,154,316 2.71%
GOOGL
Alphabet Inc.
Communication Services 		58,802 $21,014,070 2.03%
MU
Micron Technology Inc
Technology 		17,352 $20,029,240 1.93%
AMZN
Amazon Com Inc
Consumer Cyclical 		82,795 $19,733,360 1.90%
DELL
Dell Technologies Inc.
Technology 		41,039 $17,706,686 1.71%
SNDK
Sandisk Corp
Technology 		7,121 $16,191,231 1.56%
CSCO
Cisco Systems, Inc.
Technology 		132,636 $15,579,424 1.50%
AMD
Advanced Micro Devices Inc
Technology 		25,888 $15,038,598 1.45%
AVGO
Broadcom Inc.
Technology 		34,316 $12,962,869 1.25%
ADI
Analog Devices Inc
Technology 		31,878 $12,660,985 1.22%
IBM
International Business Machines Corp
Technology 		39,218 $11,028,493 1.06%
AMKR
Amkor Technology, Inc.
Technology 		122,715 $10,581,714 1.02%
META
Meta Platforms, Inc.
Communication Services 		17,510 $9,863,207 0.95%
BMY
Bristol Myers Squibb Co
Healthcare 		170,194 $9,806,578 0.95%
STT
State Street Corp
Financial Services 		57,342 $9,725,203 0.94%
NTRS
Northern Trust Corp
Financial Services 		55,105 $9,579,453 0.92%
BAC
Bank Of America Corp /De/
Financial Services 		161,117 $9,180,446 0.89%
TDC
Teradata Corp /De/
Technology 		263,483 $9,129,685 0.88%
FTNT
Fortinet, Inc.
Technology 		59,067 $9,073,872 0.87%
VLO
Valero Energy Corp/Tx
Energy 		34,700 $9,037,268 0.87%
SNEX
StoneX Group Inc.
Financial Services 		50,654 $9,003,748 0.87%
WMT
Walmart Inc.
Consumer Defensive 		78,994 $8,946,860 0.86%
MRK
Merck & Co., Inc.
Healthcare 		68,437 $8,794,154 0.85%
BNY
Bank of New York Mellon Corp
Financial Services 		59,706 $8,634,084 0.83%
ANET
Arista Networks, Inc.
Technology 		49,725 $8,447,283 0.81%
ADBE
Adobe Inc.
Technology 		40,489 $8,301,054 0.80%
ROKU
Roku, Inc
Communication Services 		59,928 $8,278,453 0.80%
FLEX
Flex Ltd.
Technology 		51,067 $8,276,428 0.80%
MPC
Marathon Petroleum Corp
Energy 		31,959 $8,170,957 0.79%
CIEN
Ciena Corp
Technology 		16,560 $8,123,673 0.78%
M
Macy's, Inc.
Consumer Cyclical 		343,721 $8,094,629 0.78%
SPHR
Sphere Entertainment Co.
Communication Services 		46,092 $7,975,298 0.77%
AMAT
Applied Materials Inc /De
Technology 		11,030 $7,974,690 0.77%
VRSN
Verisign Inc/Ca
Technology 		30,870 $7,765,657 0.75%
SMTC
Semtech Corp
Technology 		47,461 $7,681,562 0.74%
JNJ
Johnson & Johnson
Healthcare 		29,971 $7,611,734 0.73%
APP
AppLovin Corp
Communication Services 		14,470 $7,455,378 0.72%
CAH
Cardinal Health Inc
Healthcare 		31,366 $7,451,306 0.72%
PSX
Phillips 66
Energy 		43,453 $7,345,729 0.71%
MO
Altria Group, Inc.
Consumer Defensive 		99,877 $7,186,150 0.69%
TGT
Target Corp
Consumer Defensive 		54,915 $7,172,448 0.69%
ADM
Archer-Daniels-Midland Co
Consumer Defensive 		92,621 $7,076,244 0.68%
PNC
Pnc Financial Services Group, Inc.
Financial Services 		28,156 $6,932,570 0.67%
BFH
Bread Financial Holdings, Inc.
Financial Services 		61,375 $6,649,981 0.64%
XOM
ExxonMobil Holdings Corp
Energy 		48,213 $6,591,681 0.64%
WDC
Western Digital Corp
Technology 		10,054 $6,421,690 0.62%
INCY
Incyte Corp
Healthcare 		56,575 $6,413,342 0.62%
AAPL
Apple Inc.
Technology 		21,486 $6,217,188 0.60%
KEYS
Keysight Technologies, Inc.
Technology 		17,607 $6,163,682 0.59%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.