Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Convergence Investment Partners, LLC

Q1 2024 · 13F-HR

Convergence Investment Partners, LLCholdings as filed

Filed 2024-05-03 · accession 0001580642-24-002481

$261,025
Reported value
245
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$8,3593.20%19,868CommonSOLE
67066G104NVDANVIDIA CORPORATION$5,9142.27%6,545CommonSOLE
023135106AMZNAMAZON COM INC$5,3262.04%29,524CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$5,3032.03%27,768CommonSOLE
11135F101AVGOBROADCOM INC$5,1111.96%3,856CommonSOLE
037833100AAPLAPPLE INC$4,8981.88%28,565CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4,7111.80%23,521CommonSOLE
00287Y109ABBVABBVIE INC$4,3921.68%24,120CommonSOLE
747525103QCOMQUALCOMM INC$4,0621.56%23,991CommonSOLE
30231G102XOMEXXON MOBIL CORP$3,8541.48%33,154CommonSOLE
375558103GILDGILEAD SCIENCES INC$3,7411.43%51,078CommonSOLE
437076102HDHOME DEPOT INC$3,7011.42%9,648CommonSOLE
02079K305GOOGLALPHABET INC$3,5611.36%23,593CommonSOLE
718546104PSXPHILLIPS 66$3,5501.36%21,731CommonSOLE
931142103WMTWALMART INC$3,5311.35%58,678CommonSOLE
30303M102METAMETA PLATFORMS INC$3,5051.34%7,218CommonSOLE
64110D104NTAPNETAPP INC$3,4431.32%32,804CommonSOLE
031162100AMGNAMGEN INC$3,4341.32%12,079CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$3,4281.31%30,637CommonSOLE
02079K107GOOGALPHABET INC$3,4141.31%22,422CommonSOLE
91913Y100VLOVALERO ENERGY CORP$3,1191.19%18,275CommonSOLE
58933Y105MRKMERCK & CO INC$3,0321.16%22,977CommonSOLE
00206R102TAT&T INC$2,7171.04%154,393CommonSOLE
149123101CATCATERPILLAR INC$2,6151.00%7,136CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2,5930.99%61,786CommonSOLE
02209S103MOALTRIA GROUP INC$2,5930.99%59,447CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2,5520.98%44,024CommonSOLE
060505104BACBANK AMERICA CORP$2,5110.96%66,207CommonSOLE
17275R102CSCOCISCO SYS INC$2,3090.88%46,267CommonSOLE
166764100CVXCHEVRON CORP NEW$2,2090.85%14,006CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2,0760.80%36,034CommonSOLE
038222105AMATAPPLIED MATLS INC$1,8110.69%8,780CommonSOLE
31428X106FDXFEDEX CORP$1,8080.69%6,238CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1,7570.67%40,749CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1,7250.66%13,336CommonSOLE
75513E101RTXRTX CORPORATION$1,7170.66%17,605CommonSOLE
311900104FASTFASTENAL CO$1,7060.65%22,120CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1,6830.64%11,302CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1,6810.64%4,851CommonSOLE
532457108LLYELI LILLY & CO$1,6770.64%2,156CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1,6490.63%3,625CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$1,6470.63%15,457CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1,6400.63%44,069CommonSOLE
172967424CCITIGROUP INC$1,6350.63%25,855CommonSOLE
92840M102VSTVISTRA CORP$1,5840.61%22,741CommonSOLE
03831W108APPAPPLOVIN CORP$1,5820.61%22,849CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$1,5460.59%9,882CommonSOLE
191216100KOCOCA COLA CO$1,5450.59%25,246CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$1,5350.59%14,822CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1,5340.59%13,012CommonSOLE
H2906T109GRMNGARMIN LTD$1,5260.58%10,254CommonSOLE
617446448MSMORGAN STANLEY$1,5240.58%16,190CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1,4600.56%5,534CommonSOLE
59156R108METMETLIFE INC$1,4550.56%19,638CommonSOLE
093671105HRBBLOCK H & R INC$1,4500.56%29,528CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1,4220.54%13,899CommonSOLE
478160104JNJJOHNSON & JOHNSON$1,4140.54%8,940CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1,4120.54%3,357CommonSOLE
651587107NEUNEWMARKET CORP$1,3980.54%2,202CommonSOLE
040413106ANETEURARISTA NETWORKS INC$1,3920.53%4,802CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1,3770.53%31,773CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1,3760.53%8,518CommonSOLE
79466L302CRMSALESFORCE INC$1,3730.53%4,558CommonSOLE
65473P105NINISOURCE INC$1,3640.52%49,329CommonSOLE
857477103STTSTATE STR CORP$1,3220.51%17,100CommonSOLE
902494103TSNTYSON FOODS INC$1,2670.49%21,567CommonSOLE
85254J102STAGSTAG INDL INC$1,2590.48%32,749CommonSOLE
67059N108NTNXNUTANIX INC$1,2380.47%20,059CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1,2200.47%7,517CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$1,2190.47%26,450CommonSOLE
88579Y101MMM3M CO$1,2180.47%11,484CommonSOLE
64110L106NFLXNETFLIX INC$1,2160.47%2,003CommonSOLE
281020107EIXEDISON INTL$1,1900.46%16,822CommonSOLE
91529Y106UNMUNUM GROUP$1,1870.45%22,129CommonSOLE
12572Q105CMECME GROUP INC$1,1390.44%5,290CommonSOLE
526057104LENLENNAR CORP$1,1150.43%6,483CommonSOLE
03073E105CORCENCORA INC$1,0780.41%4,435CommonSOLE
56585A102MPCMARATHON PETE CORP$1,0700.41%5,312CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1,0660.41%15,908CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1,0400.40%2,102CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1,0320.40%8,790CommonSOLE
74624M102PPURE STORAGE INC$1,0080.39%19,390CommonSOLE
12662P108CVICVR ENERGY INC$1,0070.39%28,243CommonSOLE
74460D109PSAPUBLIC STORAGE$1,0050.39%3,465CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$9880.38%3,082CommonSOLE
58155Q103MCKMCKESSON CORP$9320.36%1,736CommonSOLE
018522300AEBAALLETE INC$9300.36%15,586CommonSOLE
565788106MARAMARATHON DIGITAL HOLDINGS IN$9270.36%41,050CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$9220.35%40,081CommonSOLE
125523100CITHE CIGNA GROUP$9070.35%2,498CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$9010.35%16,614CommonSOLE
092113109BKHBLACK HILLS CORP$8910.34%16,313CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$8900.34%5,987CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$8860.34%18,097CommonSOLE
754907103RYNRAYONIER INC$8800.34%26,482CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$8740.33%7,730CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$8730.33%11,333CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$8690.33%1,187CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$8670.33%2,786CommonSOLE
718172109PMPHILIP MORRIS INTL INC$8230.32%8,981CommonSOLE
278642103EBAYEBAY INC.$7520.29%14,255CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$7390.28%2,789CommonSOLE
69318G106PBFPBF ENERGY INC$7370.28%12,805CommonSOLE
92826C839VVISA INC$7320.28%2,621CommonSOLE
15135B101CNCCENTENE CORP DEL$7320.28%9,324CommonSOLE
626755102MUSAMURPHY USA INC$7190.28%1,716CommonSOLE
743315103PGRPROGRESSIVE CORP$6980.27%3,374CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$6890.26%48,240CommonSOLE
88160R101TSLATESLA INC$6690.26%3,807CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$6670.26%3,983CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6640.25%1,379CommonSOLE
36251C103GMS1EURGMS INC$6580.25%6,761CommonSOLE
552848103MTGMGIC INVT CORP WIS$6430.25%28,756CommonSOLE
68622V106OGNORGANON & CO$6410.25%34,074CommonSOLE
03076C106AMPAMERIPRISE FINL INC$6380.24%1,455CommonSOLE
92556V106VTRSVIATRIS INC$6250.24%52,383CommonSOLE
29084Q100EMEEMCOR GROUP INC$6220.24%1,776CommonSOLE
690732102ACHOWENS & MINOR INC NEW$6180.24%22,290CommonSOLE
G85158106STNESTONECO LTD$6020.23%36,273CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$5810.22%13,689CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$5790.22%15,627CommonSOLE
89832Q109TFCTRUIST FINL CORP$5790.22%14,842CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$5470.21%1,332CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5460.21%1,306CommonSOLE
345370860FFORD MTR CO DEL$5450.21%41,056CommonSOLE
07831C103BRBRBELLRING BRANDS INC$5430.21%9,203CommonSOLE
G01767105ALKSALKERMES PLC$5430.21%20,068CommonSOLE
21874C102CNMCORE & MAIN INC$5240.20%9,150CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$5220.20%144CommonSOLE
H11356104BGBUNGE GLOBAL SA$5150.20%5,019CommonSOLE
126650100CVSCVS HEALTH CORP$5070.19%6,363CommonSOLE
398433102GFFGRIFFON CORP$5060.19%6,898CommonSOLE
713448108PEPPEPSICO INC$4980.19%2,844CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$4910.19%14,305CommonSOLE
384802104GWWGRAINGER W W INC$4880.19%480CommonSOLE
191098102COKECOCA COLA CONS INC$4820.18%570CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$4760.18%38,147CommonSOLE
30161N101EXCEXELON CORP$4760.18%12,669CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$4710.18%3,073CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4620.18%2,558CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$4590.18%454CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$4580.18%6,813CommonSOLE
690742101OCOWENS CORNING NEW$4580.18%2,748CommonSOLE
26969P108EXPEAGLE MATLS INC$4460.17%1,640CommonSOLE
369604301GEGENERAL ELECTRIC CO$4420.17%2,518CommonSOLE
548661107LOWLOWES COS INC$4380.17%1,720CommonSOLE
68389X105ORCLORACLE CORP$4380.17%3,486CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$4310.17%4,935CommonSOLE
256163106DOCUDOCUSIGN INC$4280.16%7,187CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$4250.16%16,496CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$4120.16%5,044CommonSOLE
693718108PCARPACCAR INC$4100.16%3,313CommonSOLE
784117103SEICSEI INVTS CO$4080.16%5,669CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$4050.16%2,098CommonSOLE
458140100INTCINTEL CORP$4040.15%9,157CommonSOLE
44951W106IESCIES HLDGS INC$4030.15%3,309CommonSOLE
35905A109FTDRFRONTDOOR INC$3950.15%12,136CommonSOLE
20825C104COPCONOCOPHILLIPS$3940.15%3,093CommonSOLE
465741106ITRIITRON INC$3920.15%4,232CommonSOLE
254687106DISDISNEY WALT CO$3920.15%3,206CommonSOLE
624756102MLIMUELLER INDS INC$3900.15%7,240CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3900.15%670CommonSOLE
553498106MSAMSA SAFETY INC$3900.15%2,013CommonSOLE
64828T201RITMRITHM CAPITAL CORP$3890.15%34,812CommonSOLE
885160101THOTHOR INDS INC$3840.15%3,275CommonSOLE
G6683N103NUNU HLDGS LTD$3820.15%32,049CommonSOLE
23918K108DVADAVITA INC$3790.15%2,747CommonSOLE
25754A201DPZDOMINOS PIZZA INC$3770.14%759CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3750.14%897CommonSOLE
30034W106EVRGEVERGY INC$3740.14%6,999CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$3680.14%3,334CommonSOLE
036752103ELVELEVANCE HEALTH INC$3670.14%708CommonSOLE
020764106AMRALPHA METALLURGICAL RESOUR I$3620.14%1,092CommonSOLE
95040Q104WELLWELLTOWER INC$3590.14%3,842CommonSOLE
00724F101ADBEADOBE INC$3580.14%709CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$3570.14%15,920CommonSOLE
607828100MODMODINE MFG CO$3570.14%3,753CommonSOLE
26603R106DUOLDUOLINGO INC$3520.13%1,596CommonSOLE
717081103PFEPFIZER INC$3520.13%12,683CommonSOLE
002824100ABTABBOTT LABS$3520.13%3,094CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3510.13%5,250CommonSOLE
580135101MCDMCDONALDS CORP$3500.13%1,243CommonSOLE
515098101LSTRLANDSTAR SYS INC$3460.13%1,796CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$3440.13%7,579CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$3400.13%3,299CommonSOLE
858119100STLDSTEEL DYNAMICS INC$3360.13%2,267CommonSOLE
498894104KNFKNIFE RIVER CORP$3360.13%4,147CommonSOLE
875465106SKTTANGER INC$3330.13%11,288CommonSOLE
98138H101WDAYWORKDAY INC$3230.12%1,184CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$3210.12%1,537CommonSOLE
G54950103LINLINDE PLC$3160.12%680CommonNONE
70202L102PSNPARSONS CORP DEL$3150.12%3,802CommonSOLE
907818108UNPUNION PAC CORP$3130.12%1,273CommonSOLE
759509102RSRELIANCE INC$3110.12%930CommonSOLE
46982L108JJACOBS SOLUTIONS INC$3060.12%1,992CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3060.12%918CommonSOLE
84857L101SRSPIRE INC$3050.12%4,971CommonSOLE
G29183103ETNEATON CORP PLC$3020.12%967CommonSOLE
45168D104IDXXIDEXX LABS INC$3010.12%558CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2980.11%1,309CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$2940.11%302CommonSOLE
38526M106LOPEGRAND CANYON ED INC$2850.11%2,096CommonSOLE
87612E106TGTTARGET CORP$2820.11%1,593CommonSOLE
461202103INTUINTUIT$2800.11%430CommonSOLE
91704F104UEURBAN EDGE PPTYS$2780.11%16,112CommonSOLE
37045V100GMGENERAL MTRS CO$2760.11%6,090CommonSOLE
882508104TXNTEXAS INSTRS INC$2750.11%1,580CommonSOLE
235851102DHRDANAHER CORPORATION$2730.10%1,092CommonSOLE
H1467J104CBCHUBB LIMITED$2720.10%1,051CommonSOLE
126117100CNACNA FINL CORP$2720.10%5,994CommonSOLE
872590104TMUST-MOBILE US INC$2690.10%1,646CommonSOLE
86614U1007SUSUMMIT MATLS INC$2660.10%5,962CommonSOLE
438516106HONHONEYWELL INTL INC$2660.10%1,294CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$2650.10%2,116CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2640.10%12,160CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$2630.10%1,017CommonSOLE
109696104BCOBRINKS CO$2600.10%2,812CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$2540.10%5,582CommonSOLE
983793100XPOXPO INC$2540.10%2,078CommonSOLE
89055F103BLDTOPBUILD CORP$2510.10%570CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$2490.10%10,960CommonSOLE
872540109TJXTJX COS INC NEW$2430.09%2,391CommonSOLE
244199105DEDEERE & CO$2420.09%589CommonSOLE
78409V104SPGIS&P GLOBAL INC$2420.09%570CommonSOLE
201723103CMCCOMMERCIAL METALS CO$2410.09%4,109CommonSOLE
902973304USBUS BANCORP DEL$2380.09%5,321CommonSOLE
23331A109DHID R HORTON INC$2360.09%1,437CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2350.09%422CommonSOLE
501044101KRKROGER CO$2280.09%3,993CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2240.09%972CommonSOLE
892672106TWTRADEWEB MKTS INC$2220.09%2,129CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$2210.08%1,696CommonSOLE
889478103TOLTOLL BROTHERS INC$2210.08%1,711CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2190.08%730CommonSOLE
654106103NKENIKE INC$2110.08%2,243CommonSOLE
G5960L103MDTMEDTRONIC PLC$2110.08%2,418CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2090.08%185CommonSOLE
482480100KLACKLA CORP$2090.08%299CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$2080.08%1,398CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2060.08%2,637CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$2050.08%6,366CommonSOLE
855244109SBUXSTARBUCKS CORP$2050.08%2,240CommonSOLE
053332102AZOAUTOZONE INC$2050.08%65CommonSOLE
687793109OSCROSCAR HEALTH INC$1980.08%13,282CommonSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$420.02%10,922CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.