Fund HoldingsConvergence Investment Partners, LLC

Total Portfolio Value
$342.16M
Total Bought
$266.07M
Total Sold
$75.89M
Net Transaction
+$190.18M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)19,86827,749+7,881812,4023.62%+12,394
NVIDIA CORPORATION(NVDA)6,54592,781+86,236611,4623.35%+11,456
AMAZON COM INC(AMZN)29,52444,107+14,58358,5242.49%+8,518
ALPHABET INC(GOOG)23,59338,150+14,55746,9492.03%+6,946
QUALCOMM INC(QCOM)23,99132,050+8,05946,3841.87%+6,380
APPLE INC(AAPL)029,334+29,33406,1781.81%+6,178
ALPHABET INC(GOOG)22,42231,954+9,53235,8611.71%+5,858
INTERNATIONAL BUSINESS MACHS(IBM)27,76833,461+5,69355,7871.69%+5,782
NETAPP INC(NTAP)32,80441,790+8,98635,3831.57%+5,379
WALMART INC(WMT)58,67876,872+18,19445,2051.52%+5,201
ABBVIE INC(ABBV)24,12029,313+5,19345,0281.47%+5,023
EXXON MOBIL CORP041,680+41,68004,7981.40%+4,798
META PLATFORMS INC(META)7,2189,416+2,19844,7481.39%+4,744
JPMORGAN CHASE & CO.(JPM)23,52121,552-1,96954,3591.27%+4,354
BROADCOM INC(AVGO)02,555+2,55504,1021.20%+4,102
MICRON TECHNOLOGY INC(MU)13,01230,955+17,94324,0711.19%+4,070
APPLIED MATLS INC8,78017,158+8,37824,0491.18%+4,047
HOME DEPOT INC(HD)9,64810,681+1,03343,6771.07%+3,673
AT&T INC(T)154,393186,488+32,09533,5641.04%+3,561
AMGEN INC(AMGN)011,361+11,36103,5501.04%+3,550
GILEAD SCIENCES INC(GILD)050,885+50,88503,4911.02%+3,491
ALTRIA GROUP INC(MO)59,44775,081+15,63433,4201.00%+3,417
VALERO ENERGY CORP(VLO)18,27521,311+3,03633,3410.98%+3,338
BANK AMERICA CORP66,20783,260+17,05333,3110.97%+3,309
ARISTA NETWORKS INC4,8029,329+4,52713,2700.96%+3,268
MERCK & CO INC(MRK)22,97726,170+3,19333,2400.95%+3,237
WELLS FARGO CO NEW(WFC)44,02452,525+8,50133,1190.91%+3,117
CATERPILLAR INC(CAT)7,1368,711+1,57532,9020.85%+2,899
APPLOVIN CORP(APP)22,84933,516+10,66722,7890.82%+2,788
CHEVRON CORP NEW(CVX)017,172+17,17202,6860.79%+2,686
SYNCHRONY FINANCIAL(SYF)40,74956,852+16,10322,6830.78%+2,681
PHILLIPS 66(PSX)21,73118,156-3,57542,5630.75%+2,559
AMPHENOL CORP NEW037,683+37,68302,5390.74%+2,539
FIFTH THIRD BANCORP(FITB)069,273+69,27302,5280.74%+2,528
VERIZON COMMUNICATIONS INC(VZ)059,751+59,75102,4640.72%+2,464
HEWLETT PACKARD ENTERPRISE C(HPE)0112,678+112,67802,3850.70%+2,385
GODADDY INC(GDDY)016,475+16,47502,3020.67%+2,302
PRUDENTIAL FINL INC(PFH)019,399+19,39902,2730.66%+2,273
BANK NEW YORK MELLON CORP037,680+37,68002,2570.66%+2,257
CROWDSTRIKE HLDGS INC(CRWD)3,0825,729+2,64712,1950.64%+2,194
COREBRIDGE FINL INC(CRBD)073,288+73,28802,1340.62%+2,134
CISCO SYS INC(CSCO)044,739+44,73902,1260.62%+2,126
INNOVATIVE INDL PPTYS INC(IIPR)019,246+19,24602,1020.61%+2,102
CARVANA CO(CVNA)015,920+15,92002,0490.60%+2,049
GARMIN LTD(GRMN)012,440+12,44002,0270.59%+2,027
JOHNSON & JOHNSON(JNJ)8,94013,811+4,87112,0190.59%+2,017
ELI LILLY & CO(LLY)2,1562,226+7022,0150.59%+2,014
COMMVAULT SYS INC(CVLT)015,607+15,60701,8970.55%+1,897
VISTRA CORP(VST)021,852+21,85201,8790.55%+1,879
KIMBERLY-CLARK CORP(KMB)012,957+12,95701,7910.52%+1,791
PROCTER AND GAMBLE CO(PG)7,51710,828+3,31111,7860.52%+1,784
LOCKHEED MARTIN CORP(LMT)03,823+3,82301,7860.52%+1,786
UNITED PARCEL SERVICE INC(UPS)5,98712,865+6,87811,7610.51%+1,760
TYSON FOODS INC(TSN)21,56730,431+8,86411,7390.51%+1,738
SIMON PPTY GROUP INC NEW(SPG)9,88211,404+1,52221,7310.51%+1,730
MEDTRONIC PLC(MDT)021,575+21,57501,6980.50%+1,698
CARDINAL HEALTH INC(CAH)30,63716,750-13,88731,6470.48%+1,643
NETFLIX INC(NFLX)2,0032,401+39811,6200.47%+1,619
RTX CORPORATION(RTX)17,60516,012-1,59321,6070.47%+1,606
BLOCK H & R INC029,550+29,55001,6030.47%+1,603
STAG INDL INC(STAG)044,216+44,21601,5940.47%+1,594
MCKESSON CORP(MCK)02,721+2,72101,5890.46%+1,589
CITIGROUP INC(C)024,953+24,95301,5830.46%+1,583
MARATHON PETE CORP(MPC)5,3129,004+3,69211,5620.46%+1,561
COCA COLA CO(KO)024,483+24,48301,5580.46%+1,558
CAPITAL ONE FINL CORP(COF)010,982+10,98201,5200.44%+1,520
INTERNATIONAL PAPER CO(IP)033,999+33,99901,4670.43%+1,467
ACCENTURE PLC IRELAND
SHS CLASS A
4,8514,698-15321,4250.42%+1,424
GENERAL MTRS CO(GM)030,298+30,29801,4080.41%+1,408
DOCUSIGN INC(DOCU)7,18726,156+18,96901,3990.41%+1,399
HALOZYME THERAPEUTICS INC(HALO)026,246+26,24601,3740.40%+1,374
AFFILIATED MANAGERS GROUP IN3,9838,671+4,68811,3550.40%+1,354
NUTANIX INC(NTNX)20,05923,613+3,55411,3420.39%+1,341
BERKSHIRE HATHAWAY INC DEL03,286+3,28601,3370.39%+1,337
HONEYWELL INTL INC(HON)06,123+6,12301,3070.38%+1,307
ORGANON & CO(OGN)34,07462,879+28,80511,3020.38%+1,301
COINBASE GLOBAL INC(COIN)2,7895,804+3,01511,2900.38%+1,289
LYONDELLBASELL INDUSTRIES N
SHS - A -
013,450+13,45001,2870.38%+1,287
FORD MTR CO DEL(F)098,017+98,01701,2290.36%+1,229
STATE STR CORP(STT)17,10016,500-60011,2210.36%+1,220
SPOTIFY TECHNOLOGY S A(SPOT)5,5343,890-1,64411,2210.36%+1,219
AMERICAN EXPRESS CO(AXP)05,258+5,25801,2170.36%+1,217
MURPHY USA INC(MUSA)1,7162,590+87411,2160.36%+1,215
MORGAN STANLEY(MS)012,362+12,36201,2020.35%+1,202
SEI INVTS CO(SEIC)5,66918,271+12,60201,1820.35%+1,182
EDISON INTL(EIX)016,325+16,32501,1720.34%+1,172
STONEX GROUP INC(SNEX)015,524+15,52401,1690.34%+1,169
CENCORA INC4,4355,160+72511,1630.34%+1,162
SOUTHERN COPPER CORP(SCCO)010,783+10,78301,1620.34%+1,162
METLIFE INC(MET)19,63816,359-3,27911,1480.34%+1,147
COMCAST CORP NEW(CCZ)029,112+29,11201,1400.33%+1,140
BELLRING BRANDS INC(BRBR)9,20319,764+10,56111,1290.33%+1,129
ICON PLC(ICLR)03,600+3,60001,1280.33%+1,128
ACI WORLDWIDE INC028,330+28,33001,1220.33%+1,122
EMCOR GROUP INC(EME)1,7763,057+1,28111,1160.33%+1,115
PINTEREST INC(PINS)025,289+25,28901,1140.33%+1,114
BUNGE GLOBAL SA(BG)5,01910,249+5,23011,0940.32%+1,094
PBF ENERGY INC(PBF)12,80523,713+10,90811,0910.32%+1,091
GAMING & LEISURE PPTYS INC(GLPI)023,943+23,94301,0820.32%+1,082
TENET HEALTHCARE CORP(THC)08,096+8,09601,0770.31%+1,077
Page 1 of 1