Convergence Investment Partners, LLC Incresed Positions in Q3 2025

Convergence Investment Partners, LLC

  • $432 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
19.6K
+ 106.67%
$202.38 - $256.87 $3.96M - $5.02M
37.9K $9.64M
GOOG
Alphabet Inc.

Communication Services
14.5K
+ 161.22%
$175.16 - $255.24 $2.54M - $3.7M
23.5K $5.72M
HPE
Hewlett Packard Enterprise CO

Technology
126K
+ 188.26%
$19.81 - $25.24 $2.5M - $3.19M
193K $4.75M
NVDA
Nvidia Corp

Technology
3.56K
+ 4.75%
$153.3 - $186.58 $545K - $663K
78.4K $14.6M
PSX
Phillips 66

Energy
14K
+ 114.31%
$118.37 - $139.46 $1.66M - $1.96M
26.3K $3.58M
ABBV
Abb Vie Inc.

Healthcare
2.85K
+ 11.49%
$184.85 - $231.54 $526K - $659K
27.6K $6.4M
AVGO
Broadcom Inc.

Technology
540
+ 1.94%
$264.74 - $369.57 $143K - $200K
28.4K $9.35M
FFIV
F5, Inc.

Technology
4.45K
+ 128.1%
$290.76 - $334.59 $1.3M - $1.49M
7.93K $2.56M
BK
Bank Of New York Mellon Corp

Financial Services
4.05K
+ 7.31%
$90.65 - $109.75 $367K - $444K
59.5K $6.48M
PLTR
Palantir Technologies Inc.

Technology
4.07K
+ 30.83%
$130.68 - $186.97 $532K - $761K
17.3K $3.15M
VLO
Valero Energy Corp

Energy
2.54K
+ 11.53%
$131.77 - $175.63 $335K - $447K
24.6K $4.19M
APH
Amphenol Corp

Technology
7.23K
+ 59.9%
$97.39 - $125.4 $704K - $907K
19.3K $2.39M
CI
Cigna Corp

Healthcare
4.19K
+ 426.99%
$262.23 - $334.39 $1.1M - $1.4M
5.18K $1.49M
EA
Electronic Arts Inc.

Communication Services
4.26K
+ 92.27%
$147.79 - $202.05 $630K - $861K
8.88K $1.79M
BMY
Bristol Myers Squibb CO

Healthcare
25.1K
+ 32.9%
$43.31 - $48.98 $1.09M - $1.23M
101K $4.57M
CB
Chubb LTD

Financial Services
3.69K
+ 451.04%
$265.99 - $289.59 $980K - $1.07M
4.5K $1.27M
MA
Mastercard Inc

Financial Services
1.75K
+ 188.49%
$550.18 - $598.96 $964K - $1.05M
2.68K $1.53M
EPR
Epr Properties

Real Estate
16.7K
+ 77.78%
$52.58 - $61.21 $878K - $1.02M
38.2K $2.21M
INCY
Incyte Corp

Healthcare
10.3K
+ 246.87%
$67.27 - $86.96 $693K - $895K
14.5K $1.23M
TSLA
Tesla, Inc.

Consumer Cyclical
1.04K
+ 35.42%
$293.94 - $444.72 $305K - $462K
3.97K $1.77M
NEM
Newmont Corp

Basic Materials
4.83K
+ 32.97%
$57.35 - $85.25 $277K - $412K
19.5K $1.64M
MO
Altria Group, Inc.

Consumer Defensive
2.73K
+ 3.41%
$57.75 - $67.68 $158K - $185K
82.8K $5.47M
BAC
Bank Of America Corp

Financial Services
6.79K
+ 8.59%
$44.92 - $52.42 $305K - $356K
85.9K $4.43M
ZM
Zoom Video Communications, Inc.

Technology
7.35K
+ 49.0%
$69.77 - $86.83 $513K - $638K
22.3K $1.84M
EIX
Edison International

Utilities
10.9K
+ 67.64%
$50.42 - $56.35 $550K - $614K
27K $1.49M
CVX
Chevron Corp

Energy
2.68K
+ 15.7%
$145.57 - $161.83 $389K - $433K
19.7K $3.06M
MRK
Merck & Co., Inc.

Healthcare
6.14K
+ 37.43%
$77.6 - $87.37 $477K - $537K
22.6K $1.89M
ADT
Adt Inc.

Industrials
61.5K
+ 28.49%
$8.27 - $8.85 $509K - $545K
278K $2.42M
SCHW
Schwab Charles Corp

Financial Services
5.19K
+ 32.98%
$91.03 - $98.69 $472K - $512K
20.9K $2M
HUM
Humana Inc

Healthcare
1.93K
+ 60.81%
$220.41 - $312.0 $425K - $601K
5.09K $1.33M
MOS
Mosaic CO

Basic Materials
17.6K
+ 40.14%
$30.93 - $37.81 $544K - $665K
61.4K $2.13M
T
At&T Inc.

Communication Services
22.8K
+ 12.43%
$26.94 - $29.62 $615K - $677K
207K $5.83M
PTCT
Ptc Therapeutics, Inc.

Healthcare
3.25K
+ 13.17%
$43.3 - $62.88 $141K - $204K
27.9K $1.71M
JNJ
Johnson & Johnson

Healthcare
342
+ 2.82%
$155.17 - $185.42 $53.1K - $63.4K
12.5K $2.31M
SPG
Simon Property Group Inc

Real Estate
1.35K
+ 17.67%
$159.93 - $187.67 $215K - $253K
8.97K $1.68M
CMCSA
Comcast Corp

Communication Services
19.3K
+ 51.91%
$31.41 - $36.33 $608K - $703K
56.6K $1.78M
EBAY
Ebay Inc

Consumer Cyclical
220
+ 0.85%
$75.33 - $100.77 $16.6K - $22.2K
26.1K $2.37M
DBX
Dropbox, Inc.

Technology
11.8K
+ 23.16%
$26.13 - $32.17 $309K - $381K
62.9K $1.9M
MDT
Medtronic PLC

Healthcare
1.47K
+ 6.07%
$87.67 - $95.74 $129K - $140K
25.6K $2.44M
GD
General Dynamics Corp

Industrials
369
+ 9.85%
$293.92 - $341.0 $108K - $126K
4.12K $1.4M
UAL
United Airlines Holdings, Inc.

Industrials
435
+ 2.86%
$80.05 - $109.36 $34.8K - $47.6K
15.6K $1.51M
VICI
Vici Properties Inc.

Real Estate
8.96K
+ 17.21%
$31.43 - $33.93 $281K - $304K
61K $1.99M
UNH
Unitedhealth Group Inc

Healthcare
680
+ 40.07%
$237.77 - $353.61 $162K - $240K
2.38K $820K
MPC
Marathon Petroleum Corp

Energy
442
+ 5.71%
$158.59 - $198.69 $70.1K - $87.8K
8.18K $1.58M
SCCO
Southern Copper Corp

Basic Materials
98
+ 0.72%
$90.54 - $121.36 $8.87K - $11.9K
13.7K $1.67M
SEIC
Sei Investments CO

Financial Services
4.54K
+ 22.79%
$84.85 - $93.8 $385K - $426K
24.5K $2.08M
RMD
Resmed Inc

Healthcare
669
+ 13.52%
$252.01 - $293.73 $169K - $197K
5.62K $1.54M
UGI
Ugi Corp

Utilities
9.46K
+ 39.48%
$32.64 - $37.14 $309K - $351K
33.4K $1.11M
VC
Visteon Corp

Consumer Cyclical
1.4K
+ 58.41%
$98.77 - $128.76 $138K - $180K
3.79K $453K
Activity Summary
Buys All Purchases 150 New Holdings 66 Increased Positions 84 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Convergence Investment Partners, LLC Portfolio

Follow Convergence Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email