Fund HoldingsConvergence Investment Partners, LLC

Total Portfolio Value
$502.93M
Total Bought
$151.49M
Total Sold
$108.27M
Net Transaction
+$43.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)034,204+34,20409,7621.94%+9,762
ALPHABET INC(GOOG)23,47130,799+7,3285,7169,6651.92%+3,948
JABIL INC(JBL)023,086+23,08605,2641.05%+5,264
CARGURUS INC(CARG)097,585+97,58503,7420.74%+3,742
CIENA CORP(CIEN)11,84622,523+10,6771,7265,2671.05%+3,542
CISCO SYS INC(CSCO)063,931+63,93104,9250.98%+4,925
ROCKWELL AUTOMATION INC(ROK)06,851+6,85102,6660.53%+2,666
ROKU INC(ROKU)24,88747,527+22,6402,4925,1561.03%+2,664
MERCK & CO INC(MRK)22,55840,292+17,7341,8934,2410.84%+2,348
SALESFORCE INC(CRM)09,846+9,84602,6080.52%+2,608
MARATHON PETE CORP(MPC)023,871+23,87103,8820.77%+3,882
NVIDIA CORPORATION(NVDA)78,36190,313+11,95214,62116,8433.35%+2,223
LOWES COS INC(LOW)010,391+10,39102,5060.50%+2,506
EXELIXIS INC(EXEL)048,292+48,29202,1170.42%+2,117
GENERAL MTRS CO(GM)049,982+49,98204,0650.81%+4,065
AFFILIATED MANAGERS GROUP IN07,066+7,06602,0370.41%+2,037
ARCHER DANIELS MIDLAND CO24,54559,438+34,8931,4663,4170.68%+1,951
JAZZ PHARMACEUTICALS PLC(JAZZ)011,380+11,38001,9350.38%+1,935
M & T BK CORP(MTB)09,495+9,49501,9130.38%+1,913
KEYSIGHT TECHNOLOGIES INC(KEYS)09,228+9,22801,8750.37%+1,875
LEAR CORP(LEA)024,720+24,72002,8330.56%+2,833
AMERICAN EAGLE OUTFITTERS IN243,407225,963-17,4444,1655,9591.18%+1,794
LAM RESEARCH CORP(LRCX)37,21539,274+2,0594,9836,7231.34%+1,740
RAYONIER INC(RYN)16,985100,900+83,9154512,1840.43%+1,734
DELL TECHNOLOGIES INC(DELL)013,329+13,32901,6780.33%+1,678
BLOCK INC(XYZ)025,705+25,70501,6730.33%+1,673
VICOR CORP(VICR)014,880+14,88001,6310.32%+1,631
HALLIBURTON CO(HAL)057,078+57,07801,6130.32%+1,613
CVS HEALTH CORP(CVS)026,079+26,07902,0700.41%+2,070
AERCAP HOLDINGS NV(AER)010,571+10,57101,5200.30%+1,520
ZOOM COMMUNICATIONS INC(ZM)22,34038,946+16,6061,8433,3610.67%+1,518
CATHAY GEN BANCORP(CATY)031,093+31,09301,5050.30%+1,505
ENERSYS(ENS)010,214+10,21401,4990.30%+1,499
BUNGE GLOBAL SA(BG)016,804+16,80401,4970.30%+1,497
AMERICAN INTL GROUP INC017,407+17,40701,4890.30%+1,489
BRISTOL0MYERS SQUIBB CO(BMY)101,360112,072+10,7124,5716,0451.20%+1,474
ALPHABET INC(GOOG)36,19332,804-3,3898,79910,2682.04%+1,469
TALEN ENERGY CORP(TLN)03,891+3,89101,4590.29%+1,459
ALBEMARLE CORP(ALB)010,245+10,24501,4490.29%+1,449
IES HLDGS INC(IESC)03,681+3,68101,4320.28%+1,432
DILLARDS INC(DDS)02,347+2,34701,4230.28%+1,423
BROADCOM INC(AVGO)28,35131,109+2,7589,35310,7672.14%+1,414
POWELL INDS INC(POWL)04,419+4,41901,4090.28%+1,409
CONSTELLIUM SE(CSTM)073,600+73,60001,3870.28%+1,387
FERGUSON ENTERPRISES INC(FERG)05,750+5,75001,2800.25%+1,280
REINSURANCE GRP OF AMERICA I(RGA)06,185+6,18501,2580.25%+1,258
BOYD GAMING CORP(BYD)014,732+14,73201,2560.25%+1,256
COEUR MNG INC(CDE)068,100+68,10001,2140.24%+1,214
CLOROX CO DEL(CLX)011,931+11,93101,2030.24%+1,203
PAYPAL HLDGS INC(PYPL)020,532+20,53201,1990.24%+1,199
EASTGROUP PPTYS INC(EGP)06,710+6,71001,1950.24%+1,195
LINCOLN NATL CORP IND(LNC)026,478+26,47801,1790.23%+1,179
FORD MTR CO(F)0103,612+103,61201,3590.27%+1,359
AUTODESK INC03,836+3,83601,1350.23%+1,135
HCA HEALTHCARE INC(HCA)02,954+2,95401,3790.27%+1,379
PRICE T ROWE GROUP INC(TROW)010,710+10,71001,0960.22%+1,096
INTERNATIONAL BUSINESS MACHS(IBM)031,937+31,93709,4601.88%+9,460
HECLA MNG CO(HL)054,541+54,54101,0470.21%+1,047
MUELLER INDS INC(MLI)5,06913,535+8,4665131,5540.31%+1,041
AMPHENOL CORP NEW19,30025,113+5,8132,3883,3940.67%+1,005
SENSATA TECHNOLOGIES HLDG PL
SHS
040,440+40,44001,3460.27%+1,346
WELLS FARGO CO NEW(WFC)050,259+50,25904,6840.93%+4,684
HARMONY BIOSCIENCES HLDGS IN(HRMY)025,682+25,68209610.19%+961
FIRST MERCHANTS CORP(FRME)025,259+25,25909470.19%+947
MACYS INC(M)042,244+42,24409310.19%+931
OMEGA HEALTHCARE INVS INC(OHI)020,283+20,28308990.18%+899
CITIGROUP INC(C)024,620+24,62002,8730.57%+2,873
AMNEAL PHARMACEUTICALS INC(AMRX)0146,430+146,43001,8450.37%+1,845
DEVON ENERGY CORP NEW(DVN)023,867+23,86708740.17%+874
INCYTE CORP(INCY)14,46821,202+6,7341,2272,0940.42%+867
UPWORK INC(UPWK)043,675+43,67508660.17%+866
HOST HOTELS & RESORTS INC(HST)047,571+47,57108430.17%+843
SYNCHRONY FINANCIAL(SYF)054,528+54,52804,5490.90%+4,549
WALMART INC(WMT)045,067+45,06705,0211.00%+5,021
VORNADO RLTY TR(VNO)024,792+24,79208250.16%+825
AMERICAN AIRLS GROUP INC(AAL)052,422+52,42208040.16%+804
BIOGEN INC(BIIB)9,58312,156+2,5731,3422,1390.43%+797
ITT INC(ITT)04,514+4,51407830.16%+783
MICROSOFT CORP(MSFT)019,209+19,20909,2901.85%+9,290
GODADDY INC(GDDY)017,794+17,79402,2080.44%+2,208
CBRE GROUP INC(CBRE)04,763+4,76307660.15%+766
COCA COLA CONS INC(COKE)04,954+4,95407590.15%+759
CARDINAL HEALTH INC(CAH)026,154+26,15405,3751.07%+5,375
ALCOA CORP(AA)20,29025,969+5,6796671,3800.27%+713
BREAD FINANCIAL HOLDINGS INC033,889+33,88902,5090.50%+2,509
EDISON INTL(EIX)27,01736,068+9,0511,4942,1650.43%+671
GILEAD SCIENCES INC(GILD)043,686+43,68605,3621.07%+5,362
DELTA AIR LINES INC DEL(DAL)024,344+24,34401,6890.34%+1,689
NEXTERA ENERGY INC(NEE)07,779+7,77906240.12%+624
KYNDRYL HLDGS INC(KD)0112,531+112,53102,9890.59%+2,989
JPMORGAN CHASE & CO.(JPM)017,473+17,47305,6301.12%+5,630
OPENLANE INC(OPLN)020,355+20,35506060.12%+606
PEGASYSTEMS INC(PEGA)055,505+55,50503,3150.66%+3,315
HALOZYME THERAPEUTICS INC(HALO)030,851+30,85102,0760.41%+2,076
CHUBB LIMITED
COM
4,5025,967+1,4651,2711,8630.37%+592
CORNING INC(GLW)025,155+25,15502,2030.44%+2,203
TYSON FOODS INC(TSN)09,792+9,79205740.11%+574
INVESCO LTD(IVZ)131,684136,465+4,7813,0213,5850.71%+564
CAVCO INDS INC DEL(CVCO)0940+94005550.11%+555
SCHWAB CHARLES CORP(SCHW)20,91825,356+4,4381,9972,5330.50%+536
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