13F Filings History of Convergence Investment Partners, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$502,930,473
Signature - Title
John C Callen - Chief Compliance Officer
Location
Palm Beach Gardens, FL
Summary
This page shows a list of all the recent 13F filings made by Convergence Investment Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Convergence Investment Partners, LLC reported 242 stock holdings with total value $502,930,473 as of Q4 2025. Top holdings included NVDA, AVGO, GOOGL, MU, and GOOG.

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Holdings Value
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