Fund Holdings — Convergence Investment Partners, LLC

Total Portfolio Value
$610.68M
Total Bought
$217.35M
Total Sold
$112.53M
Net Transaction
+$104.82M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ADVANCED MICRO DEVICES INC(AMD)1,68539,905+38,2203618,1181.33%+7,757
SANDISK CORP(SNDK)09,535+9,53506,0580.99%+6,058
DELL TECHNOLOGIES INC(DELL)13,32944,982+31,6531,6787,3831.21%+5,705
WESTERN DIGITAL CORP(WDC)020,176+20,17605,4570.89%+5,457
NORTHERN TR CORP(NTRS)036,147+36,14705,0450.83%+5,045
FORTINET INC(FTNT)055,978+55,97804,5750.75%+4,575
UIPATH INC(PATH)0396,363+396,36304,4000.72%+4,400
TERADATA CORP DEL(TDC)0167,347+167,34704,2890.70%+4,289
AMAZON COM INC(AMZN)28,95652,513+23,5576,68410,9371.79%+4,253
EXXON MOBIL CORP30,89746,928+16,0313,7187,9621.30%+4,244
LAM RESEARCH CORP(LRCX)39,27450,898+11,6246,72310,8751.78%+4,152
SPHERE ENTERTAINMENT CO(SPHR)032,867+32,86703,8590.63%+3,859
STONEX GROUP INC(SNEX)046,780+46,78003,7730.62%+3,773
AT&T INC(T)244,012324,837+80,8256,0619,4171.54%+3,356
PHILLIPS 66(PSX)22,69534,038+11,3432,9296,2011.02%+3,273
STATE STR CORP(STT)16,08542,185+26,1002,0755,3390.87%+3,264
DTE ENERGY CO(DTB)021,490+21,49003,1420.51%+3,142
FLEXTRONICS INTL LTD(FLEX)29,87972,672+42,7931,8054,7570.78%+2,952
VALERO ENERGY CORP(VLO)25,18528,465+3,2804,1007,0331.15%+2,933
AMKOR TECHNOLOGY INC062,207+62,20702,8010.46%+2,801
LXP INDUSTRIAL TRUST(LXP)060,406+60,40602,7940.46%+2,794
DARLING INGREDIENTS INC(DAR)042,699+42,69902,6410.43%+2,641
FEDEX CORP(FDX)07,343+7,34302,6150.43%+2,615
BROADCOM INC(AVGO)31,10943,202+12,09310,76713,3712.19%+2,604
PNC FINL SVCS GROUP INC(PNC)6,49218,085+11,5931,3553,7630.62%+2,408
EMCOR GROUP INC(EME)03,106+3,10602,2930.38%+2,293
RTX CORPORATION(RTX)6,42917,916+11,4871,1793,4560.57%+2,277
BRISTOL-MYERS SQUIBB CO(BMY)112,072136,384+24,3126,0458,2721.35%+2,227
COMFORT SYS USA INC(FIX)01,614+1,61402,2260.36%+2,226
NVIDIA CORPORATION(NVDA)90,313109,219+18,90616,84319,0483.12%+2,204
GLOBUS MED INC(GMED)025,132+25,13202,1650.35%+2,165
ATMUS FILTRATION TECHNOLOGIE(ATMU)037,691+37,69102,1400.35%+2,140
HUNTINGTON INGALLS INDS INC(HII)05,405+5,40502,0530.34%+2,053
PALO ALTO NETWORKS INC(PANW)012,721+12,72102,0390.33%+2,039
SOUTHERN COPPER CORP(SCCO)13,73322,793+9,0601,9703,9220.64%+1,951
FASTLY INC(FSLY)067,125+67,12501,9510.32%+1,951
TEXTRON INC(TXT)021,552+21,55201,8870.31%+1,887
APA CORPORATION(APA)64,08380,668+16,5851,5673,4240.56%+1,856
VERISIGN INC14,44121,461+7,0203,5085,3300.87%+1,822
ACCENTURE PLC IRELAND
SHS CLASS A
86210,339+9,4772312,0500.34%+1,819
EVERSOURCE ENERGY(ES)025,780+25,78001,7860.29%+1,786
ALPHABET INC(GOOG)30,79939,857+9,0589,66511,4331.87%+1,769
EDISON INTL(EIX)36,06853,350+17,2822,1653,9040.64%+1,739
MATSON INC(MATX)010,442+10,44201,7120.28%+1,712
MCDONALDS CORP(MCD)8276,269+5,4422531,9480.32%+1,696
CARMAX INC(KMX)040,589+40,58901,6880.28%+1,688
WINTRUST FINL CORP(WTFC)011,998+11,99801,6670.27%+1,667
WALMART INC(WMT)45,06753,800+8,7335,0216,6861.09%+1,665
PHILIP MORRIS INTL INC(PM)13,31222,756+9,4442,1353,7620.62%+1,627
FREEPORT MCMORAN INC(FCX)027,509+27,50901,6170.26%+1,617
CARNIVAL CORP061,901+61,90101,6020.26%+1,602
MEDTRONIC PLC(MDT)25,59346,789+21,1962,4584,0540.66%+1,596
COHERENT CORP(COHR)06,481+6,48101,5440.25%+1,544
EBAY INC.(EBAY)016,905+16,90501,5390.25%+1,539
DIGITAL RLTY TR INC(DLR)08,426+8,42601,5180.25%+1,518
RENAISSANCERE HLDGS LTD(RNR)05,063+5,06301,5050.25%+1,505
JOHNSON & JOHNSON(JNJ)12,22216,301+4,0792,5293,9850.65%+1,455
LAS VEGAS SANDS CORP(LVS)3,74131,320+27,5792441,6880.28%+1,444
ALPHABET INC(GOOG)32,80440,705+7,90110,26811,7051.92%+1,437
CIENA CORP(CIEN)22,52317,251-5,2725,2676,6971.10%+1,430
HALLIBURTON CO(HAL)57,07877,234+20,1561,6133,0110.49%+1,398
MERCK & CO INC(MRK)40,29246,800+6,5084,2415,6300.92%+1,389
FIRST INDL RLTY TR INC(FR)023,635+23,63501,3670.22%+1,367
PATTERSON-UTI ENERGY INC(PTEN)0122,358+122,35801,3250.22%+1,325
FIRSTENERGY CORP(FE)025,553+25,55301,2950.21%+1,295
INTUITIVE SURGICAL INC02,792+2,79201,2870.21%+1,287
CONSOLIDATED EDISON INC(ED)011,331+11,33101,2820.21%+1,282
SS&C TECH HLDGS(SSNC)017,982+17,98201,2150.20%+1,215
OSCAR HEALTH INC(OSCR)0105,336+105,33601,2080.20%+1,208
MACYS INC(M)42,244115,882+73,6389312,0960.34%+1,165
GARMIN LTD(GRMN)4,5198,677+4,1589172,0130.33%+1,096
JONES LANG LASALLE INC(JLL)03,594+3,59401,0940.18%+1,094
EPR PPTYS(EPR)021,558+21,55801,0770.18%+1,077
CISCO SYS INC(CSCO)63,93177,287+13,3564,9255,9970.98%+1,072
CARGURUS INC(CARG)97,585141,307+43,7223,7424,8120.79%+1,069
PALANTIR TECHNOLOGIES INC(PLTR)1,7519,436+7,6853111,3800.23%+1,069
AFFILIATED MANAGERS GROUP7,06611,152+4,0862,0373,0860.51%+1,049
ARCHER DANIELS MIDLAND CO59,43861,426+1,9883,4174,4650.73%+1,048
EVERUS CONSTR GROUP(ECG)13,30918,505+5,1961,1392,1850.36%+1,046
HOWMET AEROSPACE INC(HWM)5,0238,918+3,8951,0302,0550.34%+1,025
ETSY INC(ETSY)020,475+20,47501,0230.17%+1,023
CATALYST PHARMACEUTICALS INC36,59075,682+39,0928541,8740.31%+1,020
VIATRIS INC(VTRS)075,204+75,20401,0160.17%+1,016
GOLDMAN SACHS GROUP INC(GS)5151,695+1,1804531,4340.23%+981
LEAR CORP(LEA)24,72031,440+6,7202,8333,8070.62%+974
HUNT J B TRANS SVCS INC(JBHT)04,517+4,51709570.16%+957
JAZZ PHARMACEUTICALS PLC(JAZZ)11,38015,285+3,9051,9352,8900.47%+955
POWELL INDS INC(POWL)4,4194,366-531,4092,3620.39%+954
SENSATA TECHNOLOGIES HLDG PL
SHS
40,44064,245+23,8051,3462,2630.37%+916
EXELIXIS INC(EXEL)48,29269,616+21,3242,1172,9860.49%+869
ENERSYS(ENS)10,21413,546+3,3321,4992,3530.39%+854
TUTOR PERINI CORP(TPC)20,83029,066+8,2361,3962,2440.37%+848
INCYTE CORP(INCY)21,20231,020+9,8182,0942,9200.48%+825
LAMAR ADVERTISING CO(LAMR)06,370+6,37008070.13%+807
CF INDUSTRIES HOLD(CF)15,42015,374-461,1931,9960.33%+804
SCHWAB CHARLES CORP(SCHW)25,35635,293+9,9372,5333,3170.54%+784
ALTRIA GROUP INC(MO)69,45372,375+2,9224,0054,7760.78%+771
AMERIPRISE FINL INC(AMP)01,735+1,73507710.13%+771
THE CIGNA GROUP(CI)7,09810,193+3,0951,9532,7190.45%+765
INVESCO LTD(IVZ)136,465178,323+41,8583,5854,3310.71%+747
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Convergence Investment Partners, LLC — 13F Holdings — Q1 2026 | TickerTrail