Convergence Investment Partners, LLC

Palm Beach Gardens, FL · CIK 1456133 · 13F filing filed 2026-07-31

SEC-registered investment adviser since 2008 · limited liability company

Assets managed$523.6m
Staff5 · 4 in investment roles
Main clients (by assets)Mutual funds and ETFs 51%, High net worth individuals 32%, Other advisers 9%
Form ADV · 2026-03-23SEC adviser record

Kindmutual funds
Others nearbyPalm Beach Gardens, FL

$1.1bn reported value +72.8% vs Q1 2026

241positions

20.2%in top 10

58 new 107 added 75 reduced 52 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	197,044	$39.4m3.74%	3.74%	Added +87.8k	+87,825 80.4%
2	LAM RESEARCH CORP COM NEW LRCX	LRCX	64,972	$28.2m2.67%	2.67%	Added +14.1k	+14,074 27.6%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	58,802	$21.0m1.99%	1.99%	Added +18.1k	+18,097 44.5%
4	ALPHABET INC CAP STK CL C GOOG	GOOG	58,495	$20.7m1.96%	1.96%	Added +18.6k	+18,638 46.8%
5	MICRON TECHNOLOGY INC COM MU	MU	17,352	$20.0m1.90%	1.90%	Reduced -7.6k	-7,632 -30.6%
6	AMAZON COM INC COM AMZN	AMZN	82,795	$19.7m1.87%	1.87%	Added +30.3k	+30,282 57.7%
7	DELL TECHNOLOGIES INC CL C DELL	DELL	41,039	$17.7m1.68%	1.68%	Reduced -3.9k	-3,943 -8.8%
8	SANDISK CORP COM SNDK	SNDK	7,121	$16.2m1.53%	1.53%	Reduced -2.4k	-2,414 -25.3%
9	CISCO SYS INC COM CSCO	CSCO	132,636	$15.6m1.48%	1.48%	Added +55.3k	+55,349 71.6%
10	ADVANCED MICRO DEVICES INC COM AMD	AMD	25,888	$15.0m1.43%	1.43%	Reduced -14.0k	-14,017 -35.1%
11	BROADCOM INC COM AVGO	AVGO	34,316	$13.0m1.23%	1.23%	Reduced -8.9k	-8,886 -20.6%
12	ANALOG DEVICES INC COM ADI	ADI	31,878	$12.7m1.20%	1.20%	New
13	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	39,218	$11.0m1.05%	1.05%	Added +12.3k	+12,272 45.5%
14	AMKOR TECHNOLOGY INC COM AMKR	AMKR	122,715	$10.6m1.00%	1.00%	Added +60.5k	+60,508 97.3%
15	META PLATFORMS INC CL A META	META	17,510	$9.9m0.93%	0.93%	Added +7.5k	+7,494 74.8%
16	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	170,194	$9.8m0.93%	0.93%	Added +33.8k	+33,810 24.8%
17	STATE STR CORP COM STT	STT	57,342	$9.7m0.92%	0.92%	Added +15.2k	+15,157 35.9%
18	NORTHERN TR CORP COM NTRS	NTRS	55,105	$9.6m0.91%	0.91%	Added +19.0k	+18,958 52.5%
19	BANK AMERICA CORP COM BAC	BAC	161,117	$9.2m0.87%	0.87%	Added +50.7k	+50,666 45.9%
20	TERADATA CORP DEL COM TDC	TDC	263,483	$9.1m0.87%	0.87%	Added +96.1k	+96,136 57.5%
21	FORTINET INC COM FTNT	FTNT	59,067	$9.1m0.86%	0.86%	Added +3.1k	+3,089 5.5%
22	VALERO ENERGY CORP COM VLO	VLO	34,700	$9.0m0.86%	0.86%	Added +6.2k	+6,235 21.9%
23	WALMART INC COM WMT	WMT	78,994	$8.9m0.85%	0.85%	Added +25.2k	+25,194 46.8%
24	MERCK & CO INC COM MRK	MRK	68,437	$8.8m0.83%	0.83%	Added +21.6k	+21,637 46.2%
25	BANK NEW YORK MELLON CORP COM BNY	BNY	59,706	$8.6m0.82%	0.82%	Added +17.0k	+17,016 39.9%
26	ARISTA NETWORKS INC COM SHS ANET	ANET	49,725	$8.4m0.80%	0.80%	New
27	ADOBE INC COM ADBE	ADBE	40,489	$8.3m0.79%	0.79%	New
28	ROKU INC COM CL A ROKU	ROKU	59,928	$8.3m0.78%	0.78%	Added +12.0k	+12,037 25.1%
29	FLEX LTD ORD FLEX	FLEX	51,067	$8.3m0.78%	0.78%	Reduced -21.6k	-21,605 -29.7%
30	MARATHON PETE CORP COM MPC	MPC	31,959	$8.2m0.77%	0.77%	Added +16.5k	+16,541 107.3%
31	CIENA CORP COM NEW CIEN	CIEN	16,560	$8.1m0.77%	0.77%	Reduced -691	-691 -4.0%
32	MACYS INC COM M	M	343,721	$8.1m0.77%	0.77%	Added +227.8k	+227,839 196.6%
33	SPHERE ENTERTAINMENT CO CL A SPHR	SPHR	46,092	$8.0m0.76%	0.76%	Added +13.2k	+13,225 40.2%
34	APPLIED MATLS INC COM AMAT	AMAT	11,030	$8.0m0.76%	0.76%	Added +9.9k	+9,940 911.9%
35	VERISIGN INC COM VRSN	VRSN	30,870	$7.8m0.74%	0.74%	Added +9.4k	+9,409 43.8%
36	SEMTECH CORP COM SMTC	SMTC	47,461	$7.7m0.73%	0.73%	New
37	JOHNSON & JOHNSON COM JNJ	JNJ	29,971	$7.6m0.72%	0.72%	Added +13.7k	+13,670 83.9%
38	APPLOVIN CORP COM CL A APP	APP	14,470	$7.5m0.71%	0.71%	Added +10.6k	+10,608 274.7%
39	CARDINAL HEALTH INC COM CAH	CAH	31,366	$7.5m0.71%	0.71%	Added +10.0k	+9,994 46.8%
40	PHILLIPS 66 COM PSX	PSX	43,453	$7.3m0.70%	0.70%	Added +9.4k	+9,415 27.7%
41	ALTRIA GROUP INC COM MO	MO	99,877	$7.2m0.68%	0.68%	Added +27.5k	+27,502 38.0%
42	TARGET CORP COM TGT	TGT	54,915	$7.2m0.68%	0.68%	New
43	ARCHER DANIELS MIDLAND CO COM ADM	ADM	92,621	$7.1m0.67%	0.67%	Added +31.2k	+31,195 50.8%
44	PNC FINL SVCS GROUP INC COM PNC	PNC	28,156	$6.9m0.66%	0.66%	Added +10.1k	+10,071 55.7%
45	BREAD FINANCIAL HOLDINGS INC COM BFH	BFH	61,375	$6.6m0.63%	0.63%	Added +26.4k	+26,362 75.3%
46	EXXON MOBIL CORP COM XOM	XOM	48,213	$6.6m0.62%	0.62%	Added +1.3k	+1,285 2.7%
47	WESTERN DIGITAL CORP COM WDC	WDC	10,054	$6.4m0.61%	0.61%	Reduced -10.1k	-10,122 -50.2%
48	INCYTE CORP COM INCY	INCY	56,575	$6.4m0.61%	0.61%	Added +25.6k	+25,555 82.4%
49	APPLE INC COM AAPL	AAPL	21,486	$6.2m0.59%	0.59%	Reduced -11.3k	-11,344 -34.5%
50	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	17,607	$6.2m0.58%	0.58%	Added +11.8k	+11,794 202.9%
51	AT&T INC COM T	T	294,160	$6.1m0.58%	0.58%	Reduced -30.7k	-30,677 -9.4%
52	EXELIXIS INC COM EXEL	EXEL	111,569	$6.1m0.58%	0.58%	Added +42.0k	+41,953 60.3%
53	EVERCORE INC CLASS A EVR	EVR	17,656	$6.0m0.57%	0.57%	New
54	STONEX GROUP INC COM SNEX	SNEX	50,654	$6.0m0.57%	0.57%	Added +3.9k	+3,874 8.3%
55	AMNEAL PHARMACEUTICALS INC COM STK CL A AMRX	AMRX	344,765	$6.0m0.57%	0.57%	Added +180.5k	+180,451 109.8%
56	EDISON INTL COM EIX	EIX	79,707	$5.9m0.56%	0.56%	Added +26.4k	+26,357 49.4%
57	GENERAL MTRS CO COM GM	GM	76,701	$5.9m0.56%	0.56%	Added +39.2k	+39,247 104.8%
58	MURPHY USA INC COM MUSA	MUSA	10,969	$5.9m0.56%	0.56%	New
59	UNITEDHEALTH GROUP INC COM UNH	UNH	14,197	$5.9m0.56%	0.56%	Added +11.9k	+11,925 524.9%
60	THE CIGNA GROUP COM CI	CI	20,847	$5.7m0.54%	0.54%	Added +10.7k	+10,654 104.5%
61	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	23,663	$5.7m0.54%	0.54%	Added +8.4k	+8,378 54.8%
62	LEAR CORP COM NEW LEA	LEA	42,262	$5.7m0.54%	0.54%	Added +10.8k	+10,822 34.4%
63	VIRTU FINL INC CL A VIRT	VIRT	95,019	$5.7m0.54%	0.54%	New
64	DROPBOX INC CL A DBX	DBX	199,056	$5.5m0.52%	0.52%	Added +106.3k	+106,281 114.6%
65	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	32,433	$5.5m0.52%	0.52%	New
66	RTX CORPORATION COM RTX	RTX	28,746	$5.5m0.52%	0.52%	Added +10.8k	+10,830 60.5%
67	CITIGROUP INC COM NEW C	C	38,127	$5.3m0.51%	0.51%	Added +15.5k	+15,532 68.7%
68	MICROSOFT CORP COM MSFT	MSFT	14,219	$5.3m0.50%	0.50%	Reduced -9.9k	-9,908 -41.1%
69	MANHATTAN ASSOCIATES INC COM MANH	MANH	38,016	$5.3m0.50%	0.50%	New
70	OUTFRONT MEDIA INC COM NEW OUT	OUT	160,901	$5.3m0.50%	0.50%	Added +82.9k	+82,897 106.3%
71	CVS HEALTH CORP COM CVS	CVS	50,785	$5.3m0.50%	0.50%	Added +38.8k	+38,759 322.3%
72	METLIFE INC COM MET	MET	60,035	$5.1m0.48%	0.48%	Added +39.8k	+39,789 196.5%
73	PROCTER AND GAMBLE CO COM PG	PG	34,497	$5.1m0.48%	0.48%	Added +31.4k	+31,439 1028.1%
74	SALESFORCE INC COM CRM	CRM	32,218	$5.0m0.48%	0.48%	Added +31.1k	+31,122 2839.6%
75	GODADDY INC CL A GDDY	GDDY	59,366	$5.0m0.48%	0.48%	New
76	BIOGEN INC COM BIIB	BIIB	23,321	$5.0m0.48%	0.48%	Added +9.8k	+9,764 72.0%
77	AUTODESK INC COM ADSK	ADSK	25,459	$4.9m0.47%	0.47%	New
78	ZIONS BANCORPORATION N A COM ZION	ZION	70,623	$4.9m0.46%	0.46%	New
79	ABBVIE INC COM ABBV	ABBV	19,281	$4.9m0.46%	0.46%	Reduced -592	-592 -3.0%
80	CENTENE CORP DEL COM CNC	CNC	72,957	$4.7m0.44%	0.44%	New
81	ENERSYS COM ENS	ENS	19,929	$4.7m0.44%	0.44%	Added +6.4k	+6,383 47.1%
82	MYR GROUP INC DEL COM MYRG	MYRG	9,286	$4.6m0.44%	0.44%	New
83	VERTIV HOLDINGS CO COM CL A VRT	VRT	13,763	$4.6m0.44%	0.44%	New
84	HOWMET AEROSPACE INC COM HWM	HWM	16,955	$4.6m0.43%	0.43%	Added +8.0k	+8,037 90.1%
85	AMERICAN EAGLE OUTFITTERS IN COM AEO	AEO	259,634	$4.5m0.42%	0.42%	Added +75.4k	+75,412 40.9%
86	CITIZENS FINL GROUP INC COM CFG	CFG	63,472	$4.4m0.42%	0.42%	New
87	SOUTHERN COPPER CORP COM SCCO	SCCO	25,518	$4.4m0.42%	0.42%	Added +2.7k	+2,725 12.0%
88	CATHAY GEN BANCORP COM CATY	CATY	71,716	$4.4m0.42%	0.42%	Added +27.4k	+27,400 61.8%
89	LXP INDUSTRIAL TRUST COM LXP	LXP	79,818	$4.3m0.41%	0.41%	Added +19.4k	+19,412 32.1%
90	APA CORPORATION COM APA	APA	131,535	$4.3m0.41%	0.41%	Added +50.9k	+50,867 63.1%
91	MUELLER INDS INC COM MLI	MLI	34,597	$4.3m0.40%	0.40%	Added +14.5k	+14,467 71.9%
92	AERCAP HOLDINGS NV SHS AER	AER	29,107	$4.2m0.40%	0.40%	Added +17.6k	+17,604 153.0%
93	SENSATA TECHNOLOGIES HLDG PL SHS ST	ST	88,662	$4.2m0.40%	0.40%	Added +24.4k	+24,417 38.0%
94	EBAY INC. COM EBAY	EBAY	37,874	$4.2m0.40%	0.40%	Added +21.0k	+20,969 124.0%
95	QUANTA SVCS INC COM PWR	PWR	5,825	$4.2m0.40%	0.40%	New
96	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	47,879	$4.2m0.40%	0.40%	Added +17.8k	+17,831 59.3%
97	TEXTRON INC COM TXT	TXT	45,090	$4.1m0.39%	0.39%	Added +23.5k	+23,538 109.2%
98	COMFORT SYS USA INC COM FIX	FIX	2,076	$4.1m0.39%	0.39%	Added +462	+462 28.6%
99	EMCOR GROUP INC COM EME	EME	4,942	$4.1m0.39%	0.39%	Added +1.8k	+1,836 59.1%
100	KENNAMETAL INC COM KMT	KMT	114,304	$4.0m0.38%	0.38%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SCHWAB CHARLES CORP SCHW	SCHW	35,293	$3.3m35.3k shares
AFFILIATED MANAGERS GROUP IN AMG	AMG	11,152	$3.1m11.2k shares
HALOZYME THERAPEUTICS INC HALO	HALO	37,599	$2.4m37.6k shares
POWELL INDS INC POWL	POWL	13,098	$2.4m13.1k shares
TUTOR PERINI CORP TPC	TPC	29,066	$2.2m29.1k shares
EVERUS CONSTR GROUP ECG	ECG	18,505	$2.2m18.5k shares
GLOBUS MED INC GMED	GMED	25,132	$2.2m25.1k shares
ATMUS FILTRATION TECHNOLOGIE ATMU	ATMU	37,691	$2.1m37.7k shares
PEGASYSTEMS INC PEGA	PEGA	50,113	$2.1m50.1k shares
NRG ENERGY INC NRG	NRG	14,076	$2.1m14.1k shares
HUNTINGTON INGALLS INDS INC HII	HII	5,405	$2.1m5.4k shares
ACCENTURE PLC IRELAND ACN	ACN	10,339	$2.1m10.3k shares
PALO ALTO NETWORKS INC PANW	PANW	12,721	$2.0m12.7k shares
FASTLY INC FSLY	FSLY	67,125	$2.0m67.1k shares
MCDONALDS CORP MCD	MCD	6,269	$1.9m6.3k shares
CATALYST PHARMACEUTICALS INC CPRX	CPRX	75,682	$1.9m75.7k shares
MATSON INC MATX	MATX	10,442	$1.7m10.4k shares
CARNIVAL CORP		61,901	$1.6m61.9k shares
DILLARDS INC DDS	DDS	2,784	$1.6m2.8k shares
CLOROX CO DEL CLX	CLX	14,999	$1.6m15.0k shares
COHERENT CORP COHR	COHR	6,481	$1.5m6.5k shares
RENAISSANCERE HLDGS LTD RNR	RNR	5,063	$1.5m5.1k shares
HECLA MNG CO HL	HL	79,658	$1.5m79.7k shares
DUPONT DE NEMOURS INC DWDP	DWDP	10,732	$1.5m10.7k shares
COMCAST CORP NEW CMCSA	CMCSA	50,524	$1.5m50.5k shares