Fund HoldingsConvergence Investment Partners, LLC

Total Portfolio Value
$261.0K
Total Bought
$86.9K
Total Sold
$22.5K
Net Transaction
+$64.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)5,7336,545+812362.27%+3
INTERNATIONAL BUSINESS MACHS(IBM)21,33927,768+6,429352.03%+2
RTX CORPORATION(RTX)017,605+17,605020.66%+2
FASTENAL CO(FAST)022,120+22,120020.65%+2
NETAPP INC(NTAP)20,42332,804+12,381231.32%+2
AMAZON COM INC(AMZN)24,47029,524+5,054452.04%+2
MICRON TECHNOLOGY INC(MU)013,012+13,012020.59%+2
APPLIED MATLS INC08,780+8,780020.69%+2
QUALCOMM INC(QCOM)18,21623,991+5,775341.56%+1
STATE STR CORP(STT)017,100+17,100010.51%+1
TYSON FOODS INC(TSN)021,567+21,567010.49%+1
PNC FINL SVCS GROUP INC(PNC)1,3738,518+7,145010.53%+1
HOME DEPOT INC(HD)7,3759,648+2,273341.42%+1
APPLOVIN CORP(APP)11,58922,849+11,260020.61%+1
LENNAR CORP(LEN)06,483+6,483010.43%+1
PAYPAL HLDGS INC(PYPL)015,908+15,908010.41%+1
MICROSOFT CORP(MSFT)19,46319,868+405783.20%+1
PURE STORAGE INC(P)019,390+19,390010.39%+1
CVR ENERGY INC(CVI)028,243+28,243010.39%+1
META PLATFORMS INC(META)7,1407,218+78341.34%+1
MARATHON DIGITAL HOLDINGS IN(MARA)041,050+41,050010.36%+1
CATERPILLAR INC(CAT)07,136+7,136031.00%+3
MERCK & CO INC(MRK)022,977+22,977031.16%+3
BLACK HILLS CORP016,313+16,313010.34%+1
SPOTIFY TECHNOLOGY S A(SPOT)3,0335,534+2,501110.56%+1
TRAVEL PLUS LEISURE CO(TNL)018,097+18,097010.34%+1
PHILLIPS 66(PSX)021,731+21,731041.36%+4
RAYONIER INC(RYN)026,482+26,482010.34%+1
TD SYNNEX CORPORATION(SNX)07,730+7,730010.33%+1
VALERO ENERGY CORP(VLO)018,275+18,275031.19%+3
JPMORGAN CHASE & CO(JPM)22,63123,521+890451.80%+1
NETFLIX INC(NFLX)02,003+2,003010.47%+1
ABBVIE INC(ABBV)024,120+24,120041.68%+4
ELI LILLY & CO(LLY)1,5542,156+602120.64%+1
ALPHABET INC(GOOG)18,87822,422+3,544331.31%+1
EBAY INC.(EBAY)014,255+14,255010.29%+1
WALMART INC(WMT)058,678+58,678041.35%+4
ALPHABET INC(GOOG)20,35623,593+3,237341.36%+1
ARISTA NETWORKS INC2,8964,802+1,906110.53%+1
PAGSEGURO DIGITAL LTD(PAGS)048,240+48,240010.26%+1
SYNCHRONY FINANCIAL(SYF)27,98940,749+12,760120.67%+1
UNITED PARCEL SERVICE INC(UPS)05,987+5,987010.34%+1
ORGANON & CO(OGN)034,074+34,074010.25%+1
OWENS & MINOR INC NEW022,290+22,290010.24%+1
NUTANIX INC(NTNX)13,02520,059+7,034110.47%+1
UBER TECHNOLOGIES INC(UBER)4,24011,333+7,093010.33%+1
VICTORY CAP HLDGS INC(VCTR)013,689+13,689010.22%+1
CROWDSTRIKE HLDGS INC(CRWD)1,6183,082+1,464010.38%+1
CARDINAL HEALTH INC(CAH)28,38830,637+2,249331.31%+1
ALKERMES PLC(ALKS)020,068+20,068010.21%+1
BELLRING BRANDS INC(BRBR)09,203+9,203010.21%+1
ALTRIA GROUP INC(MO)059,447+59,447030.99%+3
PALANTIR TECHNOLOGIES INC(PLTR)23,07840,081+17,003010.35%+1
CENCORA INC04,435+4,435010.41%+1
ACCENTURE PLC IRELAND
SHS CLASS A
3,3214,851+1,530120.64%+1
BUNGE GLOBAL SA(BG)05,019+5,019010.20%+1
MARATHON PETE CORP(MPC)05,312+5,312010.41%+1
SALESFORCE INC(CRM)3,2924,558+1,266110.53%+1
GRIFFON CORP(GFF)06,898+6,898010.19%+1
WELLS FARGO CO NEW(WFC)41,62844,024+2,396230.98%+1
PILGRIMS PRIDE CORP(PPC)014,305+14,305000.19%0
GRAINGER W W INC(GWW)0480+480000.19%0
EQUITRANS MIDSTREAM CORP038,147+38,147000.18%0
EXELON CORP(EXC)012,669+12,669000.18%0
SUPER MICRO COMPUTER INC(SMCI)0454+454000.18%0
MOLSON COORS BEVERAGE CO(TAP)06,813+6,813000.18%0
OWENS CORNING NEW(OC)02,748+2,748000.18%0
DOCUSIGN INC(DOCU)07,187+7,187000.16%0
BANK AMERICA CORP61,94766,207+4,260230.96%0
SEI INVTS CO(SEIC)05,669+5,669000.16%0
PROGRESSIVE CORP(PGR)03,374+3,374010.27%+1
IES HLDGS INC(IESC)03,309+3,309000.15%0
AT&T INC(T)138,144154,393+16,249231.04%0
PBF ENERGY INC(PBF)012,805+12,805010.28%+1
MURPHY USA INC(MUSA)01,716+1,716010.28%+1
ITRON INC(ITRI)04,232+4,232000.15%0
GMS INC3,2516,761+3,510010.25%0
MSA SAFETY INC(MSA)02,013+2,013000.15%0
MUELLER INDS INC(MLI)07,240+7,240000.15%0
NU HLDGS LTD(NU)032,049+32,049000.15%0
VIATRIS INC(VTRS)22,43952,383+29,944010.24%0
DAVITA INC(DVA)02,747+2,747000.15%0
BRISTOL-MYERS SQUIBB CO(BMY)016,614+16,614010.35%+1
DOMINOS PIZZA INC(DPZ)0759+759000.14%0
EVERGY INC(EVRG)06,999+6,999000.14%0
STERLING INFRASTRUCTURE INC(STRL)03,334+3,334000.14%0
JOHNSON & JOHNSON(JNJ)08,940+8,940010.54%+1
MGIC INVT CORP WIS(MTG)028,756+28,756010.25%+1
THE CIGNA GROUP(CI)02,498+2,498010.35%+1
RESIDEO TECHNOLOGIES INC(REZI)015,920+15,920000.14%0
AFFILIATED MANAGERS GROUP IN2,0563,983+1,927010.26%0
SIMON PPTY GROUP INC NEW(SPG)8,3499,882+1,533120.59%0
DUOLINGO INC(DUOL)01,596+1,596000.13%0
COINBASE GLOBAL INC(COIN)2,2442,789+545010.28%0
LANDSTAR SYS INC(LSTR)01,796+1,796000.13%0
METLIFE INC(MET)019,638+19,638010.56%+1
DRAFTKINGS INC NEW(DKNG)07,579+7,579000.13%0
EMCOR GROUP INC(EME)1,3011,776+475010.24%0
PROCTER AND GAMBLE CO(PG)07,517+7,517010.47%+1
HARTFORD FINL SVCS GROUP INC(HIG)03,299+3,299000.13%0
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