Fund HoldingsConvergence Investment Partners, LLC

Total Portfolio Value
$370.75M
Total Bought
$99.12M
Total Sold
$82.29M
Net Transaction
+$16.84M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BROADCOM INC(AVGO)2,55550,596+48,0414,1028,7282.35%+4,626
BRISTOL-MYERS SQUIBB CO(BMY)083,605+83,60504,3261.17%+4,326
META PLATFORMS INC(META)9,41613,444+4,0284,7487,6962.08%+2,948
APPLE INC(AAPL)29,33437,770+8,4366,1788,8002.37%+2,622
ORACLE CORP(ORCL)017,727+17,72703,0210.81%+3,021
HEWLETT PACKARD ENTERPRISE C(HPE)112,678219,397+106,7192,3854,4891.21%+2,103
PAYPAL HLDGS INC(PYPL)025,274+25,27401,9720.53%+1,972
INTERDIGITAL INC(IDCC)013,862+13,86201,9630.53%+1,963
AVNET INC029,578+29,57801,6060.43%+1,606
WALMART INC(WMT)76,87284,273+7,4015,2056,8051.84%+1,600
TESLA INC(TSLA)08,574+8,57402,2430.61%+2,243
OUTFRONT MEDIA INC(OUT)083,801+83,80101,5400.42%+1,540
NORTHERN TR CORP(NTRS)016,797+16,79701,5120.41%+1,512
INTERNATIONAL BUSINESS MACHS(IBM)33,46132,824-6375,7877,2571.96%+1,470
GILEAD SCIENCES INC(GILD)50,88559,117+8,2323,4914,9561.34%+1,465
CUMMINS INC(CMI)04,335+4,33501,4040.38%+1,404
HOME DEPOT INC(HD)10,68112,464+1,7833,6775,0511.36%+1,374
PNC FINL SVCS GROUP INC(PNC)012,280+12,28002,2700.61%+2,270
NRG ENERGY INC(NRG)023,131+23,13102,1070.57%+2,107
LOCKHEED MARTIN CORP(LMT)3,8235,327+1,5041,7863,1140.84%+1,329
JACKSON FINANCIAL INC(JXN)014,550+14,55001,3270.36%+1,327
RTX CORPORATION(RTX)16,01223,265+7,2531,6072,8190.76%+1,211
CHENIERE ENERGY INC(LNG)06,465+6,46501,1630.31%+1,163
ADMA BIOLOGICS INC057,052+57,05201,1400.31%+1,140
C H ROBINSON WORLDWIDE INC(CHRW)010,266+10,26601,1330.31%+1,133
METLIFE INC(MET)16,35927,591+11,2321,1482,2760.61%+1,127
CARDINAL HEALTH INC(CAH)16,75025,102+8,3521,6472,7740.75%+1,127
PATRICK INDS INC(PATK)07,698+7,69801,0960.30%+1,096
MEDTRONIC PLC(MDT)21,57530,899+9,3241,6982,7820.75%+1,084
BUNGE GLOBAL SA(BG)10,24922,362+12,1131,0942,1610.58%+1,067
CARVANA CO(CVNA)15,92017,854+1,9342,0493,1090.84%+1,059
MATSON INC(MATX)07,382+7,38201,0530.28%+1,053
REGIONS FINANCIAL CORP NEW(RF)044,560+44,56001,0400.28%+1,040
DOCUSIGN INC(DOCU)26,15638,777+12,6211,3992,4080.65%+1,008
ATMUS FILTRATION TECHNOLOGIE(ATMU)025,902+25,90209720.26%+972
AVISTA CORP(AVA)043,581+43,58101,6890.46%+1,689
MASTEC INC(MTZ)07,860+7,86009680.26%+968
MUELLER WTR PRODS INC(MWA)044,540+44,54009670.26%+967
PRIMORIS SVCS CORP(PRIM)016,228+16,22809430.25%+943
GEN DIGITAL INC(GEN)034,182+34,18209380.25%+938
UNION PAC CORP(UNP)08,043+8,04301,9820.53%+1,982
DEVON ENERGY CORP NEW(DVN)023,497+23,49709190.25%+919
NATIONAL STORAGE AFFILIATES031,449+31,44901,5160.41%+1,516
COMMVAULT SYS INC(CVLT)15,60718,037+2,4301,8972,7750.75%+878
OSCAR HEALTH INC(OSCR)041,222+41,22208740.24%+874
ABBVIE INC(ABBV)29,31329,847+5345,0285,8941.59%+866
EXPEDIA GROUP INC(EXPE)05,699+5,69908440.23%+844
CENTENE CORP DEL(CNC)018,542+18,54201,3960.38%+1,396
ACI WORLDWIDE INC28,33038,292+9,9621,1221,9490.53%+827
SOUTHERN COPPER CORP(SCCO)10,78317,018+6,2351,1621,9680.53%+807
ADTALEM GLOBAL ED INC(CVSA)010,459+10,45907890.21%+789
CACI INTL INC(CACI)01,483+1,48307480.20%+748
KLA CORP(KLAC)01,229+1,22909520.26%+952
AT&T INC(T)186,488194,894+8,4063,5644,2881.16%+724
CHEVRON CORP NEW(CVX)17,17223,050+5,8782,6863,3950.92%+709
ROYAL GOLD INC(RGLD)04,937+4,93706930.19%+693
CITIZENS FINL GROUP INC(CFG)016,423+16,42306740.18%+674
ENACT HLDGS INC018,019+18,01906550.18%+655
JANUS HENDERSON GROUP PLC042,861+42,86101,6320.44%+1,632
DAVITA INC(DVA)08,553+8,55301,4020.38%+1,402
LAMAR ADVERTISING CO NEW(LAMR)04,731+4,73106320.17%+632
TOLL BROTHERS INC(TOL)04,053+4,05306260.17%+626
UNIVERSAL HLTH SVCS INC(UHS)06,199+6,19901,4200.38%+1,420
ALLISON TRANSMISSION HLDGS I(ALSN)06,471+6,47106220.17%+622
INNOVATIVE INDL PPTYS INC(IIPR)19,24620,020+7742,1022,6950.73%+593
STONEX GROUP INC(SNEX)15,52421,494+5,9701,1691,7600.47%+591
CARETRUST REIT INC(CTRE)018,889+18,88905830.16%+583
ABM INDS INC010,740+10,74005670.15%+567
KB HOME(KBH)06,357+6,35705450.15%+545
BREAD FINANCIAL HOLDINGS INC026,159+26,15901,2450.34%+1,245
NVR INC(NVR)055+5505400.15%+540
SM ENERGY CO(SM)013,169+13,16905260.14%+526
ALTRIA GROUP INC(MO)75,08177,259+2,1783,4203,9431.06%+523
FRONTDOOR INC(FTDR)025,594+25,59401,2280.33%+1,228
BLACK HILLS CORP022,340+22,34001,3650.37%+1,365
KROGER CO(KR)08,597+8,59704930.13%+493
CARNIVAL CORP026,037+26,03704810.13%+481
AMNEAL PHARMACEUTICALS INC(AMRX)0166,848+166,84801,3880.37%+1,388
TENET HEALTHCARE CORP(THC)8,0969,254+1,1581,0771,5380.41%+461
JONES LANG LASALLE INC(JLL)01,706+1,70604600.12%+460
CVS HEALTH CORP(CVS)012,989+12,98908170.22%+817
PROGRESSIVE CORP(PGR)04,650+4,65001,1800.32%+1,180
MUELLER INDS INC(MLI)017,756+17,75601,3160.35%+1,316
ASPEN AEROGELS INC015,257+15,25704220.11%+422
ALNYLAM PHARMACEUTICALS INC(ALNY)01,513+1,51304160.11%+416
EMCOR GROUP INC(EME)3,0573,545+4881,1161,5260.41%+410
BANK NEW YORK MELLON CORP37,68036,957-7232,2572,6560.72%+399
BERKSHIRE HATHAWAY INC DEL3,2863,691+4051,3371,6990.46%+362
LENNAR CORP(LEN)05,983+5,98301,1220.30%+1,122
GRANITE CONSTR INC(GVA)013,721+13,72101,0880.29%+1,088
FIFTH THIRD BANCORP(FITB)69,27366,946-2,3272,5282,8680.77%+340
AFFILIATED MANAGERS GROUP IN8,6719,530+8591,3551,6940.46%+340
COUPANG INC(CPNG)012,389+12,38903040.08%+304
JOHNSON & JOHNSON(JNJ)13,81114,294+4832,0192,3160.62%+298
KIMBERLY-CLARK CORP(KMB)12,95714,679+1,7221,7912,0890.56%+298
SYLVAMO CORP(SLVM)011,356+11,35609750.26%+975
PILGRIMS PRIDE CORP(PPC)029,607+29,60701,3630.37%+1,363
IES HLDGS INC(IESC)05,547+5,54701,1070.30%+1,107
EAGLE MATLS INC(EXP)02,561+2,56107370.20%+737
ALPHABET INC(GOOG)38,15043,513+5,3636,9497,2171.95%+267
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