Fund HoldingsConvergence Investment Partners, LLC

Total Portfolio Value
$361.29M
Total Bought
$90.17M
Total Sold
$178.77M
Net Transaction
-$88.59M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
QUALCOMM INC(QCOM)042,775+42,77506,5711.82%+6,571
CISCO SYS INC(CSCO)089,225+89,22505,5061.52%+5,506
INTERNATIONAL BUSINESS MACHS(IBM)027,898+27,89806,9371.92%+6,937
CAL MAINE FOODS INC(CALM)024,058+24,05802,1870.61%+2,187
WILLIAMS COS INC(WMB)034,836+34,83602,0820.58%+2,082
SPOTIFY TECHNOLOGY S A(SPOT)03,562+3,56201,9590.54%+1,959
BERKSHIRE HATHAWAY INC DEL06,382+6,38203,3990.94%+3,399
VIRTU FINL INC(VIRT)045,254+45,25401,7250.48%+1,725
FOX CORP(FOX)16,56144,452+27,8918052,5160.70%+1,711
VICI PPTYS INC(VICI)051,499+51,49901,6800.46%+1,680
AT&T INC(T)0206,324+206,32405,8351.61%+5,835
SCHWAB CHARLES CORP(SCHW)020,614+20,61401,6140.45%+1,614
ROKU INC(ROKU)022,645+22,64501,5950.44%+1,595
OUTFRONT MEDIA INC(OUT)097,258+97,25801,5700.43%+1,570
CHEVRON CORP NEW(CVX)024,496+24,49604,0981.13%+4,098
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)018,251+18,25101,3960.39%+1,396
CITIZENS FINL GROUP INC(CFG)033,616+33,61601,3770.38%+1,377
KIMBERLY-CLARK CORP(KMB)020,862+20,86202,9670.82%+2,967
OVINTIV INC(OVV)029,697+29,69701,2710.35%+1,271
GENERAL DYNAMICS CORP(GD)04,602+4,60201,2540.35%+1,254
HUMANA INC(HUM)04,725+4,72501,2500.35%+1,250
CONOCOPHILLIPS(COP)014,543+14,54301,5270.42%+1,527
COHERENT CORP(COHR)018,638+18,63801,2100.34%+1,210
EXELON CORP(EXC)025,622+25,62201,1810.33%+1,181
MEDTRONIC PLC(MDT)032,180+32,18002,8920.80%+2,892
ZOOM COMMUNICATIONS INC(ZM)015,310+15,31001,1290.31%+1,129
EQUITABLE HLDGS INC021,633+21,63301,1270.31%+1,127
3M CO(MMM)07,466+7,46601,0970.30%+1,097
DROPBOX INC(DBX)040,801+40,80101,0900.30%+1,090
BORGWARNER INC038,021+38,02101,0890.30%+1,089
GROUP 1 AUTOMOTIVE INC(GPI)02,815+2,81501,0750.30%+1,075
BERKLEY W R CORP014,995+14,99501,0670.30%+1,067
LITHIA MTRS INC(LAD)03,475+3,47501,0200.28%+1,020
TD SYNNEX CORPORATION(SNX)09,716+9,71601,0100.28%+1,010
VERISIGN INC8,94211,264+2,3221,8512,8600.79%+1,009
FIDELITY NATIONAL FINANCIAL(FNF)015,452+15,45201,0060.28%+1,006
WESTERN UN CO(WU)093,138+93,13809850.27%+985
CIENA CORP(CIEN)016,098+16,09809730.27%+973
JOHNSON CTLS INTL PLC
SHS
012,083+12,08309680.27%+968
COMFORT SYS USA INC(FIX)02,995+2,99509650.27%+965
LINCOLN NATL CORP IND(LNC)026,815+26,81509630.27%+963
PRINCIPAL FINANCIAL GROUP IN(PFG)011,343+11,34309570.26%+957
HOWMET AEROSPACE INC(HWM)07,270+7,27009430.26%+943
CADENCE BANK030,823+30,82309360.26%+936
LENNOX INTL INC(LII)01,638+1,63809190.25%+919
PJT PARTNERS INC(PJT)06,491+6,49108950.25%+895
LEAR CORP(LEA)09,787+9,78708630.24%+863
TRANE TECHNOLOGIES PLC(TT)03,225+3,22501,0860.30%+1,086
PARKER-HANNIFIN CORP(PH)01,815+1,81501,1030.31%+1,103
HUNTINGTON BANCSHARES INC(HBAN)055,168+55,16808280.23%+828
ALBERTSONS COS INC035,533+35,53307810.22%+781
VALERO ENERGY CORP(VLO)019,494+19,49402,5750.71%+2,575
BRINKER INTL INC(EAT)05,189+5,18907730.21%+773
ADT INC DEL(ADT)094,985+94,98507730.21%+773
C H ROBINSON WORLDWIDE INC(CHRW)019,683+19,68302,0160.56%+2,016
KNIFE RIVER CORP(KNF)08,222+8,22207420.21%+742
GAMING & LEISURE PPTYS INC(GLPI)037,279+37,27901,8980.53%+1,898
BAKER HUGHES COMPANY(BKR)016,591+16,59107290.20%+729
BLOOM ENERGY CORP035,489+35,48906980.19%+698
RAYONIER INC(RYN)024,855+24,85506930.19%+693
TRANSUNION(TRU)08,187+8,18706790.19%+679
DOUGLAS EMMETT INC(DEI)042,167+42,16706750.19%+675
EBAY INC.(EBAY)09,436+9,43606390.18%+639
MARATHON PETE CORP(MPC)06,165+6,16508980.25%+898
SOUTHWEST AIRLS CO(LUV)018,148+18,14806090.17%+609
UNUM GROUP(UNM)023,257+23,25701,8940.52%+1,894
CAVCO INDS INC DEL(CVCO)01,136+1,13605900.16%+590
MATSON INC(MATX)04,561+4,56105850.16%+585
EXELIXIS INC(EXEL)23,48837,006+13,5187821,3660.38%+584
S&P GLOBAL INC(SPGI)01,667+1,66708470.23%+847
VENTAS INC(VTR)08,306+8,30605710.16%+571
UBER TECHNOLOGIES INC(UBER)07,675+7,67505590.15%+559
UGI CORP NEW(UGI)016,365+16,36505410.15%+541
CINTAS CORP(CTAS)02,598+2,59805340.15%+534
SOUTHERN CO(SO)05,750+5,75005290.15%+529
METLIFE INC(MET)035,843+35,84302,8780.80%+2,878
CENTENE CORP DEL(CNC)021,743+21,74301,3200.37%+1,320
CHEMED CORP NEW(CHE)0814+81405010.14%+501
VERISK ANALYTICS INC(VRSK)01,660+1,66004940.14%+494
F5 INC(FFIV)6,8308,125+1,2951,7182,1630.60%+446
PHILIP MORRIS INTL INC(PM)09,117+9,11701,4470.40%+1,447
JABIL INC(JBL)03,092+3,09204210.12%+421
EQUITY LIFESTYLE PPTYS INC(ELS)06,135+6,13504090.11%+409
EXPEDITORS INTL WASH INC(EXPD)03,380+3,38004060.11%+406
AMCOR PLC(AMCR)93,369132,297+38,9288791,2830.36%+405
AVISTA CORP(AVA)049,327+49,32702,0650.57%+2,065
ALTRIA GROUP INC(MO)95,24488,083-7,1614,9805,2871.46%+306
ADTALEM GLOBAL ED INC(CVSA)02,756+2,75602770.08%+277
JAZZ PHARMACEUTICALS PLC(JAZZ)8,38510,428+2,0431,0331,2950.36%+262
BANK NEW YORK MELLON CORP036,385+36,38503,0520.84%+3,052
MP MATERIALS CORP(MP)09,118+9,11802230.06%+223
BOOZ ALLEN HAMILTON HLDG COR01,921+1,92102010.06%+201
MOHAWK INDS INC(MHK)01,744+1,74401990.06%+199
EXXON MOBIL CORP030,951+30,95103,6811.02%+3,681
ABBVIE INC(ABBV)027,366+27,36605,7341.59%+5,734
HALOZYME THERAPEUTICS INC(HALO)028,539+28,53901,8210.50%+1,821
UNION PAC CORP(UNP)04,693+4,69301,1090.31%+1,109
CVS HEALTH CORP(CVS)07,809+7,80905290.15%+529
VERIZON COMMUNICATIONS INC(VZ)036,581+36,58101,6590.46%+1,659
CARDINAL HEALTH INC(CAH)33,12529,451-3,6743,9184,0571.12%+140
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