Notify me when Convergence Investment Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 242 | $502,930,473 | +$140,198,325 | -$101,454,577 | +$38,743,748 | NVDA, AVGO, GOOGL, MU, GOOG | 13F-HR | 05 Feb 2026, 12:26 |
| Q3 2025 | 250 | $445,557,048 | +$112,546,981 | -$99,104,903 | +$13,442,078 | NVDA, AAPL, AVGO, GOOGL, MSFT | 13F-HR | 04 Nov 2025, 13:26 |
| Q2 2025 | 233 | $394,461,498 | +$90,645,879 | -$91,275,253 | -$629,374 | NVDA, META, MSFT, IBM, AMZN | 13F-HR | 01 Aug 2025, 10:50 |
| Q1 2025 | 237 | $361,290,913 | +$85,244,193 | -$156,002,412 | -$70,758,219 | NVDA, AMZN, IBM, META, QCOM | 13F-HR | 06 May 2025, 12:39 |
| Q4 2024 | 250 | $447,409,542 | +$128,523,608 | -$66,985,955 | +$61,537,653 | NVDA, GOOGL, AMZN, AVGO, META | 13F-HR | 31 Jan 2025, 16:49 |
| Q3 2024 | 237 | $370,749,363 | +$89,758,846 | -$78,609,474 | +$11,149,372 | NVDA, AAPL, AVGO, META, MSFT | 13F-HR | 29 Oct 2024, 09:18 |
| Q2 2024 | 241 | $342,161,493 | +$125,154,882 | -$43,510,172 | +$81,644,710 | MSFT, NVDA, AMZN, GOOGL, QCOM | 13F-HR | 01 Aug 2024, 15:23 |
| Q1 2024 | 245 | $261,025,000 | +$72,704,445 | -$23,691,987 | +$49,012,458 | MSFT, NVDA, AMZN, IBM, AVGO | 13F-HR | 03 May 2024, 10:30 |
| Q4 2023 | 191 | $191,392,000 | +$29,566,746 | -$23,789,804 | +$5,776,942 | MSFT, AVGO, AAPL, XOM, JPM | 13F-HR | 05 Feb 2024, 12:16 |
| Q3 2023 | 162 | $169,060,000 | +$18,709,711 | -$21,642,301 | -$2,932,590 | MSFT, AVGO, XOM, AAPL, CSCO | 13F-HR | 02 Nov 2023, 14:19 |
| Q2 2023 | 168 | $174,161,000 | +$22,766,641 | -$26,317,387 | -$3,550,746 | MSFT, AAPL, AVGO, XOM, CSCO | 13F-HR | 26 Jul 2023, 12:49 |
| Q1 2023 | 177 | $170,009,000 | +$25,752,495 | -$28,109,047 | -$2,356,552 | MSFT, AAPL, AVGO, XOM, GILD | 13F-HR | 09 May 2023, 09:53 |
| Q4 2022 | 205 | $168,757,858 | +$22,055,141 | -$22,049,895 | +$5,246 | XOM, GILD, MSFT, ABBV, AAPL | 13F-HR | 03 Feb 2023, 16:15 |
| Q3 2022 | 199 | $153,143,000 | +$30,823,571 | -$30,066,257 | +$757,314 | MSFT, AAPL, XOM, ABBV, AMGN | 13F-HR | 08 Nov 2022, 09:12 |
| Q2 2022 | 202 | $165,285,000 | +$22,563,888 | -$26,848,745 | -$4,284,857 | MSFT, AAPL, ABBV, PFE, VZ | 13F-HR | 05 Aug 2022, 10:19 |
| Q1 2022 | 212 | $193,954,000 | +$26,763,361 | -$23,862,801 | +$2,900,560 | AAPL, MSFT, ABBV, VZ, PFE | 13F-HR | 26 Apr 2022, 10:35 |
| Q4 2021 | 223 | $196,318,000 | +$20,606,325 | -$25,099,578 | -$4,493,253 | AAPL, MSFT, PFE, AVGO, HD | 13F-HR | 25 Jan 2022, 10:21 |
| Q3 2021 | 224 | $186,190,000 | +$15,904,781 | -$61,199,914 | -$45,295,133 | MSFT, AAPL, VZ, JPM, AMZN | 13F-HR | 25 Oct 2021, 16:55 |
| Q2 2021 | 246 | $232,517,000 | +$33,702,723 | -$32,442,362 | +$1,260,361 | MSFT, AAPL, JPM, VZ, IBM | 13F-HR | 19 Jul 2021, 16:23 |
| Q1 2021 | 245 | $218,740,000 | +$30,875,829 | -$29,842,491 | +$1,033,338 | AAPL, MSFT, T, JPM, BAC | 13F-HR | 30 Apr 2021, 11:32 |
| Q4 2020 | 227 | $198,231,000 | +$28,050,024 | -$147,958,794 | -$119,908,770 | AAPL, MSFT, VZ, AMZN, T | 13F-HR | 05 Feb 2021, 13:19 |
| Q3 2020 | 229 | $287,447,000 | +$75,095,636 | -$82,127,034 | -$7,031,398 | AAPL, MSFT, AMZN, VZ, T | 13F-HR | 28 Oct 2020, 14:01 |
| Q2 2020 | 210 | $290,866,000 | +$75,537,474 | -$47,663,386 | +$27,874,088 | MSFT, T, AAPL, ABBV, AMGN | 13F-HR | 30 Jul 2020, 10:07 |
| Q1 2020 | 206 | $228,527,000 | +$51,139,042 | -$107,785,151 | -$56,646,109 | T, MSFT, AAPL, VZ, GILD | 13F-HR | 23 Apr 2020, 09:37 |
| Q4 2019 | 222 | $351,699,000 | +$73,581,950 | -$106,011,923 | -$32,429,973 | AAPL, T, MSFT, CSCO, VZ | 13F-HR | 22 Jan 2020, 15:55 |
| Q3 2019 | 294 | $358,968,000 | +$89,443,736 | -$147,831,721 | -$58,387,985 | T, AAPL, MSFT, VZ, WMT | 13F-HR | 22 Oct 2019, 17:04 |
| Q2 2019 | 296 | $413,871,000 | +$114,216,965 | -$165,652,370 | -$51,435,405 | VZ, AAPL, MSFT, WMT, CSCO | 13F-HR | 23 Jul 2019, 16:12 |
| Q1 2019 | 304 | $458,086,000 | +$110,893,381 | -$124,541,012 | -$13,647,631 | VZ, AAPL, MSFT, PFE, JPM | 13F-HR | 01 May 2019, 16:16 |
| Q4 2018 | 305 | $435,247,000 | +$133,277,864 | -$132,171,974 | +$1,105,890 | VZ, JPM, PFE, MSFT, ABBV | 13F-HR | 13 Feb 2019, 11:02 |
| Q3 2018 | 305 | $490,503,000 | +$100,967,857 | -$374,256,012 | -$273,288,155 | PFE, JPM, MSFT, VZ, AAPL | 13F-HR | 13 Nov 2018, 13:49 |
| Q2 2018 | 303 | $716,458,000 | +$214,440,232 | -$290,171,794 | -$75,731,562 | BA, PFE, T, JPM, MSFT | 13F-HR | 07 Aug 2018, 17:13 |
| Q1 2018 | 1,018 | $767,596,000 | +$254,947,362 | -$226,323,908 | +$28,623,454 | JPM, BA, T, PFE, MSFT | 13F-HR | 14 May 2018, 14:38 |
| Q4 2017 | 292 | $744,791,000 | +$199,566,617 | -$202,260,407 | -$2,693,790 | JPM, BA, T, ABBV, MSFT | 13F-HR | 16 Jan 2018, 10:04 |
| Q3 2017 | 313 | $705,850,000 | +$237,467,788 | -$246,365,574 | -$8,897,786 | BA, JPM, ABBV, T, AMGN | 13F-HR | 13 Nov 2017, 17:22 |
| Q2 2017 | 338 | $683,665,000 | +$217,140,873 | -$259,038,292 | -$41,897,419 | JPM, BA, PFE, T, C | 13F-HR | 02 Aug 2017, 12:33 |
| Q1 2017 | 331 | $712,272,000 | +$224,594,169 | -$250,994,551 | -$26,400,382 | T, JPM, BA, AAPL, PFE | 13F-HR | 15 May 2017, 12:00 |
| Q4 2016 | 307 | $725,050,000 | +$252,468,488 | -$254,412,507 | -$1,944,019 | T, JPM, AAPL, MS, WMT | 13F-HR | 13 Feb 2017, 12:17 |
| Q3 2016 | 324 | $677,659,000 | +$248,687,802 | -$328,060,410 | -$79,372,608 | T, PFE, AAPL, JPM, BA | 13F-HR | 10 Nov 2016, 15:18 |
| Q2 2016 | 308 | $726,558,000 | +$233,796,755 | -$347,552,569 | -$113,755,814 | JPM, AAPL, VZ, BA, GE | 13F-HR | 10 Aug 2016, 10:48 |
| Q1 2016 | 323 | $840,296,000 | +$346,325,634 | -$396,797,614 | -$50,471,980 | JPM, AAPL, GILD, VZ, CALM | Restatement | 16 May 2016, 15:54 |
| Q4 2015 | 313 | $891,243,000 | +$325,340,608 | -$337,201,075 | -$11,860,467 | JPM, AAPL, GILD, GE, AMGN | 13F-HR | 12 Feb 2016, 17:22 |
| Q3 2015 | 333 | $871,355,000 | +$349,897,258 | -$433,097,204 | -$83,199,946 | AAPL, JPM, GE, CMCSA, GILD | 13F-HR | 16 Nov 2015, 14:12 |
| Q2 2015 | 350 | $1,014,703,000 | +$521,466,971 | -$228,257,677 | +$293,209,294 | AAPL, JPM, GILD, GOOGL, GE | 13F-HR | 05 Aug 2015, 15:49 |
| Q1 2015 | 359 | $720,162,000 | +$287,891,280 | -$325,450,836 | -$37,559,556 | GE, AAPL, JPM, MSFT, WFC | 13F-HR | 01 May 2015, 14:28 |
| Q4 2014 | 351 | $747,022,000 | +$243,385,244 | -$263,278,095 | -$19,892,851 | GE, JPM, MSFT, AAPL, XOM | 13F-HR | 11 Feb 2015, 15:32 |
| Q3 2014 | 357 | $729,296,000 | +$262,047,551 | -$285,923,086 | -$23,875,535 | GE, XOM, JPM, MSFT, AAPL | 13F-HR | 12 Nov 2014, 11:34 |
| Q2 2014 | 364 | $757,834,000 | +$320,314,247 | -$226,622,828 | +$93,691,419 | XOM, MSFT, GE, AAPL, COP | 13F-HR | 13 Aug 2014, 14:36 |
| Q1 2014 | 364 | $657,604,000 | +$258,837,107 | -$227,173,660 | +$31,663,447 | GE, JPM, MSFT, XOM, AAPL | 13F-HR | 08 May 2014, 15:07 |
| Q4 2013 | 374 | $615,604,000 | $0 | $0 | $0 | GE, MSFT, CVX, XOM, AAPL | 13F-HR | 14 Feb 2014, 13:36 |