Fund HoldingsConvergence Investment Partners, LLC

Total Portfolio Value
$191.4K
Total Bought
$37.7K
Total Sold
$25.5K
Net Transaction
+$12.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
WELLS FARGO CO NEW(WFC)14,73741,628+26,891121.07%+1
MICROSOFT CORP(MSFT)019,463+19,463073.82%+7
GARMIN LTD(GRMN)010,629+10,629010.71%+1
QUALCOMM INC(QCOM)018,216+18,216031.38%+3
VISTRA CORP(VST)7,56737,965+30,398010.76%+1
APARTMENT INCOME REIT CORP033,399+33,399010.61%+1
CME GROUP INC(CME)05,433+5,433010.60%+1
NEWMARKET CORP(NEU)02,090+2,090010.60%+1
BROADCOM INC(AVGO)05,158+5,158063.01%+6
SYNCHRONY FINANCIAL(SYF)7,87927,989+20,110010.56%+1
AT&T INC(T)100,734138,144+37,410221.21%+1
NETAPP INC(NTAP)13,33020,423+7,093120.94%+1
AMAZON COM INC(AMZN)23,35624,470+1,114341.94%+1
MCDONALDS CORP(MCD)03,622+3,622010.56%+1
CAPITAL ONE FINL CORP(COF)8,39611,625+3,229120.80%+1
PEPSICO INC(PEP)06,981+6,981010.62%+1
APPLE INC(AAPL)026,886+26,886052.70%+5
JPMORGAN CHASE & CO(JPM)22,45022,631+181342.01%+1
META PLATFORMS INC(META)6,4957,140+645231.32%+1
SPOTIFY TECHNOLOGY S A(SPOT)03,033+3,033010.30%+1
NVIDIA CORPORATION(NVDA)5,2185,733+515231.48%+1
INTEL CORP(INTC)19,64824,814+5,166110.65%+1
ACCENTURE PLC IRELAND
SHS CLASS A
2,0563,321+1,265110.61%+1
FIFTH THIRD BANCORP(FITB)47,42347,996+573120.86%0
CENTENE CORP DEL(CNC)06,033+6,033000.23%0
CROWDSTRIKE HLDGS INC(CRWD)01,618+1,618000.22%0
PALANTIR TECHNOLOGIES INC(PLTR)023,078+23,078000.21%0
COINBASE GLOBAL INC(COIN)02,244+2,244000.20%0
CADENCE DESIGN SYSTEM INC(CDNS)02,801+2,801010.40%+1
BLOCK INC(XYZ)04,769+4,769000.19%0
CORCEPT THERAPEUTICS INC(CORT)010,982+10,982000.19%0
TRUIST FINL CORP(TFC)09,588+9,588000.18%0
ARISTA NETWORKS INC1,8152,896+1,081010.36%0
CITIGROUP INC(C)037,982+37,982021.02%+2
INTERNATIONAL BUSINESS MACHS(IBM)22,45721,339-1,118331.82%0
PAR PAC HOLDINGS INC(PARR)09,173+9,173000.17%0
THOR INDS INC(THO)02,823+2,823000.17%0
MODINE MFG CO(MOD)05,448+5,448000.17%0
AFLAC INC(AFL)03,908+3,908000.17%0
PACCAR INC(PCAR)03,249+3,249000.17%0
BANK AMERICA CORP061,947+61,947021.09%+2
BLOCK H & R INC26,22929,788+3,559110.75%0
INNOVATIVE INDL PPTYS INC(IIPR)12,44012,431-9110.65%0
MOLINA HEALTHCARE INC(MOH)0864+864000.16%0
AFFILIATED MANAGERS GROUP IN02,056+2,056000.16%0
CARDINAL HEALTH INC(CAH)028,388+28,388031.50%+3
COSTCO WHSL CORP NEW(COST)9421,245+303110.43%0
EMCOR GROUP INC(EME)01,301+1,301000.15%0
ABERCROMBIE & FITCH CO03,092+3,092000.14%0
ALPHA METALLURGICAL RESOUR I0802+802000.14%0
HF SINCLAIR CORP(DINO)04,871+4,871000.14%0
INSIGHT ENTERPRISES INC(NSIT)01,529+1,529000.14%0
NUTANIX INC(NTNX)10,05213,025+2,973010.32%0
GMS INC03,251+3,251000.14%0
ALPHABET INC(GOOG)19,70920,356+647331.49%0
STONEX GROUP INC(SNEX)03,584+3,584000.14%0
ASSURED GUARANTY LTD(AGO)03,501+3,501000.14%0
UBER TECHNOLOGIES INC(UBER)04,240+4,240000.14%0
HALOZYME THERAPEUTICS INC(HALO)07,008+7,008000.14%0
NMI HLDGS INC(NMIH)08,521+8,521000.13%0
SIMON PPTY GROUP INC NEW(SPG)08,349+8,349010.62%+1
ALLETE INC019,580+19,580010.63%+1
BANK NEW YORK MELLON CORP036,966+36,966021.01%+2
COCA COLA CO(KO)029,256+29,256020.90%+2
VERIZON COMMUNICATIONS INC(VZ)063,425+63,425021.25%+2
AMERICAN EXPRESS CO(AXP)01,316+1,316000.13%0
WELLTOWER INC(WELL)02,715+2,715000.13%0
VIATRIS INC(VTRS)022,439+22,439000.13%0
LAM RESEARCH CORP(LRCX)0306+306000.13%0
SALESFORCE INC(CRM)3,0993,292+193110.45%0
CORE & MAIN INC(CNM)05,794+5,794000.12%0
AMERICAN EAGLE OUTFITTERS IN010,908+10,908000.12%0
EAGLE MATLS INC(EXP)01,127+1,127000.12%0
RITHM CAPITAL CORP(RITM)021,484+21,484000.12%0
TARGET CORP(TGT)01,601+1,601000.12%0
GOLDMAN SACHS GROUP INC(GS)4,6844,519-165220.91%0
D R HORTON INC(DHI)01,480+1,480000.12%0
REINSURANCE GRP OF AMERICA I(RGA)01,383+1,383000.12%0
INSPERITY INC(NSP)01,876+1,876000.11%0
GENERAL MTRS CO(GM)06,029+6,029000.11%0
PNC FINL SVCS GROUP INC(PNC)01,373+1,373000.11%0
FRONTDOOR INC(FTDR)05,952+5,952000.11%0
SCIENCE APPLICATIONS INTL CO(SAIC)01,689+1,689000.11%0
ALPHABET INC(GOOG)18,61118,878+267231.39%0
LIBERTY ENERGY INC(LBRT)011,038+11,038000.10%0
MEDTRONIC PLC(MDT)02,428+2,428000.10%0
3M CO(MMM)11,85011,946+96110.68%0
KEYCORP(KEY)013,259+13,259000.10%0
AVNET INC4,8998,322+3,423000.22%0
COCA COLA CONS INC(COKE)319410+91000.20%0
HOME DEPOT INC(HD)7,8747,375-499231.34%0
APPLOVIN CORP(APP)7,46211,589+4,127000.24%0
VERTIV HOLDINGS CO(VRT)5,7717,901+2,130000.20%0
STONECO LTD(STNE)019,014+19,014000.18%0
CVS HEALTH CORP(CVS)08,829+8,829010.36%+1
AMERIPRISE FINL INC(AMP)1,0731,311+238000.26%0
ELI LILLY & CO(LLY)1,4191,554+135110.47%0
AMGEN INC(AMGN)12,10311,790-313331.77%0
ZSCALER INC(ZS)1,7761,891+115000.22%0
ADVANCED MICRO DEVICES INC(AMD)2,5192,569+50000.20%0
Page 1 of 1