Convergence Financial, LLC
Top Portfolio Positions
137 positions ·
$232,680,448 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
57,548 | $21,393,468 | 9.19% | |
| MSFT |
Microsoft Corp
Technology
|
36,940 | $13,674,079 | 5.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
21,860 | $12,506,761 | 5.38% | |
| NVDA |
Nvidia Corp
Technology
|
58,209 | $10,151,649 | 4.36% | |
| AAPL |
Apple Inc.
Technology
|
39,366 | $9,990,697 | 4.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
28,423 | $8,173,317 | 3.51% | |
| AVGO |
Broadcom Inc.
Technology
|
24,457 | $7,569,686 | 3.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
31,344 | $6,528,014 | 2.81% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
5,478 | $5,458,443 | 2.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,046 | $5,232,634 | 2.25% |
Portfolio Trend
18 quarters · across all stocks
Holdings in UI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,050,518 | 3,860 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $938,973 | 2,281 | Shares | Sole | 2025-08-06 | |
| No 13F history on record for this holder in this stock. | ||||||