Fund Holdings — Convergence Investment Partners, LLC

Total Portfolio Value
$445.56M
Total Bought
$127.85M
Total Sold
$91.49M
Net Transaction
+$36.36M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
APPLE INC(AAPL)18,32737,877+19,5503,7609,6452.16%+5,884
AMERICAN EAGLE OUTFITTERS IN0243,407+243,40704,1650.93%+4,165
ALPHABET INC(GOOG)8,98523,471+14,4861,5945,7161.28%+4,123
HEWLETT PACKARD ENTERPRISE C(HPE)67,065193,322+126,2571,3714,7481.07%+3,377
ADOBE INC(ADBE)09,495+9,49503,3490.75%+3,349
FOX CORP(FOX)056,841+56,84103,2560.73%+3,256
SOLAREDGE TECHNOLOGIES INC(SEDG)081,961+81,96103,0330.68%+3,033
INVESCO LTD(IVZ)0131,684+131,68403,0210.68%+3,021
NVIDIA CORPORATION(NVDA)74,80578,361+3,55611,81814,6213.28%+2,802
ROKU INC(ROKU)024,887+24,88702,4920.56%+2,492
APPLOVIN CORP(APP)7,5467,124-4222,6425,1191.15%+2,477
INTERACTIVE BROKERS GROUP IN(IBKR)035,860+35,86002,4680.55%+2,468
LAM RESEARCH CORP(LRCX)27,70437,215+9,5112,6974,9831.12%+2,286
PHILLIPS 66(PSX)12,29026,339+14,0491,4663,5830.80%+2,116
ABBVIE INC(ABBV)24,78727,635+2,8484,6016,3991.44%+1,798
CIENA CORP(CIEN)011,846+11,84601,7260.39%+1,726
BROADCOM INC(AVGO)27,81128,351+5407,6669,3532.10%+1,687
GARRETT MOTION INC(GTX)0115,492+115,49201,5730.35%+1,573
F5 INC(FFIV)3,4777,931+4,4541,0232,5630.58%+1,540
APA CORPORATION(APA)060,608+60,60801,4720.33%+1,472
ARCHER DANIELS MIDLAND CO024,545+24,54501,4660.33%+1,466
SIGNET JEWELERS LIMITED
SHS
015,082+15,08201,4470.32%+1,447
BANK NEW YORK MELLON CORP55,41659,465+4,0495,0496,4791.45%+1,430
HF SINCLAIR CORP(DINO)026,895+26,89501,4080.32%+1,408
ALPHABET INC(GOOG)42,07636,193-5,8837,4158,7991.97%+1,383
PALANTIR TECHNOLOGIES INC(PLTR)13,20517,276+4,0711,8003,1510.71%+1,351
BIOGEN INC(BIIB)09,583+9,58301,3420.30%+1,342
TUTOR PERINI CORP(TPC)020,048+20,04801,3150.30%+1,315
EVERUS CONSTR GROUP(ECG)015,293+15,29301,3110.29%+1,311
ALLEGION PLC(ALLE)07,326+7,32601,2990.29%+1,299
AMERICAN ELEC PWR CO INC011,350+11,35001,2770.29%+1,277
LITHIA MTRS INC(LAD)3,3997,622+4,2231,1482,4090.54%+1,260
ILLINOIS TOOL WKS INC(ITW)04,803+4,80301,2520.28%+1,252
VALERO ENERGY CORP(VLO)22,04824,591+2,5432,9644,1870.94%+1,223
AMPHENOL CORP NEW12,07019,300+7,2301,1922,3880.54%+1,196
ARGAN INC04,426+4,42601,1950.27%+1,195
MSC INDL DIRECT INC(MSM)012,916+12,91601,1900.27%+1,190
GENERAC HLDGS INC(GNRC)07,017+7,01701,1750.26%+1,175
THE CIGNA GROUP(CI)9825,175+4,1933241,4920.33%+1,167
OSHKOSH CORP(OSK)08,960+8,96001,1620.26%+1,162
PENSKE AUTOMOTIVE GRP INC(PAG)06,652+6,65201,1570.26%+1,157
AES CORP(AES)085,970+85,97001,1310.25%+1,131
ELECTRONIC ARTS INC4,6208,883+4,2637381,7920.40%+1,054
BRISTOL-MYERS SQUIBB CO(BMY)76,268101,360+25,0923,5304,5711.03%+1,041
CHUBB LIMITED
COM
8174,502+3,6852371,2710.29%+1,034
DUPONT DE NEMOURS INC(DD)013,235+13,23501,0310.23%+1,031
GLOBAL PMTS INC(GPN)012,323+12,32301,0240.23%+1,024
FRONTDOOR INC(FTDR)014,921+14,92101,0040.23%+1,004
MASTERCARD INCORPORATED(MA)9302,683+1,7535231,5260.34%+1,004
EXPEDIA GROUP INC(EXPE)04,683+4,68301,0010.22%+1,001
AZZ INC09,162+9,16201,0000.22%+1,000
ENTERPRISE FINL SVCS CORP(EFSC)017,239+17,23901,0000.22%+1,000
POLARIS INC(PII)016,848+16,84809790.22%+979
TOAST INC(TOST)026,700+26,70009750.22%+975
EPR PPTYS(EPR)21,46838,165+16,6971,2512,2140.50%+963
ARCH CAP GROUP LTD
ORD
010,603+10,60309620.22%+962
INCYTE CORP(INCY)4,17114,468+10,2972841,2270.28%+943
CENTURY ALUM CO(CENX)032,078+32,07809420.21%+942
DIGITAL RLTY TR INC(DLR)05,279+5,27909130.20%+913
AUTOMATIC DATA PROCESSING IN02,957+2,95708680.19%+868
OVINTIV INC(OVV)021,124+21,12408530.19%+853
SABRA HEALTH CARE REIT INC(SBRA)045,622+45,62208500.19%+850
TESLA INC(TSLA)2,9333,972+1,0399321,7660.40%+835
WESCO INTL INC(WCC)03,808+3,80808050.18%+805
NEWMONT CORP(NEM)14,65019,480+4,8308541,6420.37%+789
ALTRIA GROUP INC(MO)80,04482,775+2,7314,6935,4681.23%+775
TRUIST FINL CORP(TFC)015,985+15,98507310.16%+731
TAPESTRY INC(TPR)06,276+6,27607110.16%+711
DXC TECHNOLOGY CO(DXC)050,845+50,84506930.16%+693
BANK AMERICA CORP79,08385,877+6,7943,7424,4300.99%+688
REGENERON PHARMACEUTICALS(REGN)01,199+1,19906740.15%+674
ZOOM COMMUNICATIONS INC(ZM)14,99322,340+7,3471,1691,8430.41%+674
ALCOA CORP(AA)020,290+20,29006670.15%+667
EDISON INTL(EIX)16,11627,017+10,9018321,4940.34%+662
CHEVRON CORP NEW(CVX)17,03919,714+2,6752,4403,0610.69%+622
MERCK & CO INC(MRK)16,41422,558+6,1441,2991,8930.42%+594
MAXIMUS INC(MMS)06,498+6,49805940.13%+594
RINGCENTRAL INC(RNG)020,834+20,83405900.13%+590
ADT INC DEL(ADT)216,021277,559+61,5381,8302,4180.54%+588
ENVISTA HOLDINGS CORPORATION(NVST)028,734+28,73405850.13%+585
SCHWAB CHARLES CORP(SCHW)15,73020,918+5,1881,4351,9970.45%+562
HUMANA INC(HUM)3,1675,093+1,9267741,3250.30%+551
TRUSTMARK CORP(TRMK)013,827+13,82705480.12%+548
MOSAIC CO NEW(MOS)43,80361,386+17,5831,5982,1290.48%+531
AT&T INC(T)183,739206,581+22,8425,3175,8341.31%+516
INSTALLED BLDG PRODS INC(IBP)02,079+2,07905130.12%+513
MUELLER INDS INC(MLI)05,069+5,06905130.12%+513
PTC THERAPEUTICS INC(PTCT)24,67927,928+3,2491,2051,7140.38%+509
AIRBNB INC03,997+3,99704850.11%+485
JOHNSON & JOHNSON(JNJ)12,13012,472+3421,8532,3130.52%+460
SIMON PPTY GROUP INC NEW(SPG)7,6248,971+1,3471,2261,6840.38%+458
RAYONIER INC(RYN)016,985+16,98504510.10%+451
COMCAST CORP NEW(CCZ)37,26556,609+19,3441,3301,7790.40%+449
EBAY INC.(EBAY)25,87426,094+2201,9272,3730.53%+447
DROPBOX INC(DBX)51,07262,902+11,8301,4611,9000.43%+440
REDDIT INC(RDDT)01,776+1,77604080.09%+408
LAMAR ADVERTISING CO NEW(LAMR)03,062+3,06203750.08%+375
CATERPILLAR INC(CAT)5,6235,358-2652,1832,5560.57%+373
BLOOM ENERGY CORP44,77916,964-27,8151,0711,4350.32%+364
C H ROBINSON WORLDWIDE INC(CHRW)10,05610,025-319651,3270.30%+363
Page 1 of 3
Convergence Investment Partners, LLC — 13F Holdings — Q3 2025 | TickerTrail