Convergence Investment Partners, LLC

CIK

1456133

Location

PALM BEACH GARDENS, FL

Portfolio Value

Small $597,500,398

Diversification

Diversified

Filing Date

Global Rank

#2,374 / 8,605 ▲ 318 · as of Mar 2026

Top Industry

Semiconductors 8.7%

3Y Alpha vs SPY

+5.1%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+99.1%

SPY

+76.5%

Annualised alpha

+4.9%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

234 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.2%

−0.2 pts

Top 5

11.0%

−0.6 pts

Top 10

18.3%

−1.1 pts

HHI

Diversified−4

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.1%	$179,693,721	43
Financial Services	14.0%	$83,557,749	35
Healthcare	11.9%	$70,898,815	30
Consumer Cyclical	9.7%	$57,938,290	30
Industrials	7.3%	$43,562,148	28
Communication Services	6.9%	$41,147,434	12
Energy	5.8%	$34,778,613	10
Consumer Defensive	4.6%	$27,633,627	13
Basic Materials	3.6%	$21,704,506	11
Real Estate	3.1%	$18,694,929	13
Utilities	3.0%	$17,890,566	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+80,825	324,837	$9,417,024
M	Macy's, Inc.	+73,638	115,882	$2,096,305
CARG	CarGurus, Inc.	+43,722	141,307	$4,811,503
FLEX	Flex Ltd.	+42,793	72,672	$4,757,109
IVZ	Invesco Ltd.	+41,858	178,323	$4,331,465
F	Ford Motor Co	+39,579	143,191	$1,652,424
DBX	Dropbox, Inc.	+39,209	92,775	$2,107,848
CPRX	Catalyst Pharmaceuticals, Inc.	+39,092	75,682	$1,873,886
AMD	Advanced Micro Devices Inc	+38,220	39,905	$8,117,874
DELL	Dell Technologies Inc.	+31,653	44,982	$7,382,895
LVS	Las Vegas Sands Corp	+27,579	31,320	$1,687,521
HST	Host Hotels & Resorts, Inc.	+26,456	74,027	$1,418,357
STT	State Street Corp	+26,100	42,185	$5,338,933
VICI	Vici Properties Inc.	+25,720	58,828	$1,607,180
HL	Hecla Mining Co/De/	+25,117	79,658	$1,484,028
BMY	Bristol Myers Squibb Co	+24,312	136,384	$8,271,689
ST	Sensata Technologies Holding plc	+23,805	64,245	$2,262,708
AMZN	Amazon Com Inc	+23,557	52,513	$10,936,882
BAC	Bank Of America Corp /De/	+22,846	110,451	$5,384,486
EXEL	Exelixis, Inc.	+21,324	69,616	$2,985,830
MDT	Medtronic plc	+21,196	46,789	$4,054,266
HAL	Halliburton Co	+20,156	77,234	$3,011,353
NVDA	Nvidia Corp	+18,906	109,219	$19,047,793
AMRX	Amneal Pharmaceuticals, Inc.	+17,884	164,314	$2,042,423
EIX	Edison International	+17,282	53,350	$3,904,153
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AEO	American Eagle Outfitters Inc	−41,741	184,222	$3,076,507
SYF	Synchrony Financial	−17,922	36,606	$2,489,940
DINO	HF Sinclair Corp	−17,329	15,648	$976,278
ZM	Zoom Communications, Inc.	−17,291	21,655	$1,740,845
CVS	CVS HEALTH Corp	−14,053	12,026	$863,707
GILD	Gilead Sciences, Inc.	−13,826	29,860	$4,161,588
BNY	Bank of New York Mellon Corp	−13,615	42,690	$5,064,314
GM	General Motors Co	−12,528	37,454	$2,790,323
MET	Metlife Inc	−10,512	20,246	$1,431,797
GLW	Corning Inc /Ny	−10,120	15,035	$2,044,308
MU	Micron Technology Inc	−9,220	24,984	$8,440,594
CRM	Salesforce, Inc.	−8,750	1,096	$204,590
MPC	Marathon Petroleum Corp	−8,453	15,418	$3,764,767
CSTM	Constellium SE	−8,047	65,553	$1,611,292
DAL	Delta Air Lines, Inc.	−7,990	16,354	$1,087,213
JBL	Jabil Inc	−6,528	16,558	$4,398,301
PEGA	Pegasystems Inc	−5,392	50,113	$2,132,809
NRG	Nrg Energy, Inc.	−5,381	14,076	$2,057,066
CIEN	Ciena Corp	−5,272	17,251	$6,697,355
OHI	Omega Healthcare Investors Inc	−5,079	15,204	$666,239
IBM	International Business Machines Corp	−4,991	26,946	$6,531,440
IBKR	Interactive Brokers Group, Inc.	−4,859	30,048	$2,015,319
CAH	Cardinal Health Inc	−4,782	21,372	$4,516,117
CAT	Caterpillar Inc	−4,432	706	$500,172
WFC	Wells Fargo & Company/Mn	−4,267	45,992	$3,661,423
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	9,535	$6,057,966
WDC	Western Digital Corp	20,176	$5,457,406
NTRS	Northern Trust Corp	36,147	$5,045,036
FTNT	Fortinet, Inc.	55,978	$4,574,522
PATH	UiPath, Inc.	396,363	$4,399,629
TDC	Teradata Corp /De/	167,347	$4,289,103
SPHR	Sphere Entertainment Co.	32,867	$3,858,585
SNEX	StoneX Group Inc.	46,780	$3,772,807
DTE	Dte Energy Co	21,490	$3,142,267
AMKR	Amkor Technology, Inc.	62,207	$2,801,181
LXP	LXP Industrial Trust	60,406	$2,794,381
DAR	Darling Ingredients Inc.	42,699	$2,640,933
EME	EMCOR Group, Inc.	3,106	$2,293,190
FIX	Comfort Systems USA Inc	1,614	$2,225,689
GMED	Globus Medical Inc	25,132	$2,165,373
ATMU	Atmus Filtration Technologies Inc.	37,691	$2,139,718
FDX	Fedex Corp	7,343	$2,107,518
HII	Huntington Ingalls Industries, Inc.	5,405	$2,053,359
PANW	Palo Alto Networks Inc	12,721	$2,039,430
FSLY	Fastly, Inc.	67,125	$1,950,652
TXT	Textron Inc	21,552	$1,887,093
ES	Eversource Energy	25,780	$1,786,038
MATX	Matson, Inc.	10,442	$1,711,861
KMX	Carmax Inc	40,589	$1,687,690
WTFC	Wintrust Financial Corp	11,998	$1,667,002
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	25,113	$3,393,770
ADBE	Adobe Inc.	9,328	$3,264,706
KD	Kyndryl Holdings, Inc.	112,531	$2,988,823
LAD	Lithia Motors Inc	8,090	$2,688,549
CRDO	Credo Technology Group Holding Ltd	17,863	$2,570,307
SEIC	Sei Investments Co	27,640	$2,267,032
GDDY	GoDaddy Inc.	17,794	$2,207,879
RYN	Rayonier Inc	100,900	$2,184,485
HPE	Hewlett Packard Enterprise Co	71,992	$1,729,247
XYZ	Block, Inc.	25,705	$1,673,138
HBAN	Huntington Bancshares Inc /Md/	89,791	$1,557,873
BG	Bunge Global SA	16,804	$1,496,900
CHRW	C. H. Robinson Worldwide, Inc.	9,215	$1,481,403
PRIM	Primoris Services Corp	11,799	$1,464,727
UGI	Ugi Corp /Pa/	39,131	$1,464,673
TLN	Talen Energy Corp	3,891	$1,458,502
IESC	IES Holdings, Inc.	3,681	$1,431,982
ADT	ADT Inc.	165,362	$1,334,471
STRL	Sterling Infrastructure, Inc.	4,313	$1,320,769
BYD	Boyd Gaming Corp	14,732	$1,255,755
TOST	Toast, Inc.	34,917	$1,239,902
ADI	Analog Devices Inc	4,499	$1,220,128
PYPL	PayPal Holdings, Inc.	20,532	$1,198,658
LNC	Lincoln National Corp	26,478	$1,179,065
ADSK	Autodesk, Inc.	3,836	$1,135,494
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

234 positions · $597,500,398 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 234 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	109,219	+18,906	$19,047,793	+13.1%	3.19%
AVGO	Broadcom Inc. Technology	Added	43,202	+12,093	$13,371,451	+24.2%	2.24%
GOOGL	Alphabet Inc. Communication Services	Added	40,705	+7,901	$11,705,129	+14.0%	1.96%
AMZN	Amazon Com Inc Consumer Cyclical	Added	52,513	+23,557	$10,936,882	+63.6%	1.83%
LRCX	Lam Research Corp Technology	Added	50,898	+11,624	$10,874,866	+61.8%	1.82%
T	At&T Inc. Communication Services	Added	324,837	+80,825	$9,417,024	+55.4%	1.58%
MSFT	Microsoft Corp Technology	Added	24,127	+4,918	$8,931,091	−3.9%	1.49%
MU	Micron Technology Inc Technology	Reduced	24,984	-9,220	$8,440,594	−13.5%	1.41%
AAPL	Apple Inc. Technology	Added	32,830	+783	$8,331,925	−4.4%	1.39%
BMY	Bristol Myers Squibb Co Healthcare	Added	136,384	+24,312	$8,271,689	+36.8%	1.38%
AMD	Advanced Micro Devices Inc Technology	Added	39,905	+38,220	$8,117,874	+2149.6%	1.36%
XOM	Exxon Mobil Corp Energy	Added	46,928	+16,031	$7,961,804	+114.1%	1.33%
DELL	Dell Technologies Inc. Technology	Added	44,982	+31,653	$7,382,895	+340.0%	1.24%
VLO	Valero Energy Corp/Tx Energy	Added	28,465	+3,280	$7,033,132	+71.5%	1.18%
CIEN	Ciena Corp Technology	Reduced	17,251	-5,272	$6,697,355	+27.1%	1.12%
WMT	Walmart Inc. Consumer Defensive	Added	53,800	+8,733	$6,686,264	+33.2%	1.12%
IBM	International Business Machines Corp Technology	Reduced	26,946	-4,991	$6,531,440	−31.0%	1.09%
PSX	Phillips 66 Energy	Added	34,038	+11,343	$6,201,042	+111.7%	1.04%
SNDK	Sandisk Corp Technology	NEW	9,535	NEW	$6,057,966	NEW	1.01%
CSCO	Cisco Systems, Inc. Technology	Added	77,287	+13,356	$5,996,698	+21.8%	1.00%
META	Meta Platforms, Inc. Communication Services	Reduced	10,016	-116	$5,730,454	−14.3%	0.96%
MRK	Merck & Co., Inc. Healthcare	Added	46,800	+6,508	$5,629,572	+32.7%	0.94%
WDC	Western Digital Corp Technology	NEW	20,176	NEW	$5,457,406	NEW	0.91%
BAC	Bank Of America Corp /De/ Financial Services	Added	110,451	+22,846	$5,384,486	+11.8%	0.90%
STT	State Street Corp Financial Services	Added	42,185	+26,100	$5,338,933	+157.3%	0.89%
VRSN	Verisign Inc/Ca Technology	Added	21,461	+7,020	$5,330,053	+51.9%	0.89%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	42,690	-13,615	$5,064,314	−22.5%	0.85%
NTRS	Northern Trust Corp Financial Services	NEW	36,147	NEW	$5,045,036	NEW	0.84%
CARG	CarGurus, Inc. Consumer Cyclical	Added	141,307	+43,722	$4,811,503	+28.6%	0.81%
MO	Altria Group, Inc. Consumer Defensive	Added	72,375	+2,922	$4,776,026	+19.3%	0.80%
FLEX	Flex Ltd. Technology	Added	72,672	+42,793	$4,757,109	+163.5%	0.80%
FTNT	Fortinet, Inc. Technology	NEW	55,978	NEW	$4,574,522	NEW	0.77%
ROKU	Roku, Inc Communication Services	Added	47,891	+364	$4,531,446	−12.1%	0.76%
CAH	Cardinal Health Inc Healthcare	Reduced	21,372	-4,782	$4,516,117	−16.0%	0.76%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	61,426	+1,988	$4,465,055	+30.7%	0.75%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	32,195	-193	$4,423,593	+13.3%	0.74%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,957	-2,516	$4,399,751	−21.9%	0.74%
PATH	UiPath, Inc. Technology	NEW	396,363	NEW	$4,399,629	NEW	0.74%
JBL	Jabil Inc Technology	Reduced	16,558	-6,528	$4,398,301	−16.4%	0.74%
IVZ	Invesco Ltd. Financial Services	Added	178,323	+41,858	$4,331,465	+20.8%	0.72%
ABBV	AbbVie Inc. Healthcare	Reduced	19,873	-172	$4,322,178	−5.6%	0.72%
TDC	Teradata Corp /De/ Technology	NEW	167,347	NEW	$4,289,103	NEW	0.72%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	29,860	-13,826	$4,161,588	−22.4%	0.70%
MDT	Medtronic plc Healthcare	Added	46,789	+21,196	$4,054,266	+64.9%	0.68%
JNJ	Johnson & Johnson Healthcare	Added	16,301	+4,079	$3,984,616	+57.5%	0.67%
EIX	Edison International Utilities	Added	53,350	+17,282	$3,904,153	+80.3%	0.65%
SCCO	Southern Copper Corp/ Basic Materials	Added	22,793	+9,060	$3,882,933	+100.6%	0.65%
SPHR	Sphere Entertainment Co. Communication Services	NEW	32,867	NEW	$3,858,585	NEW	0.65%
LEA	Lear Corp Consumer Cyclical	Added	31,440	+6,720	$3,806,755	+34.4%	0.64%
SNEX	StoneX Group Inc. Financial Services	NEW	46,780	NEW	$3,772,807	NEW	0.63%