Convergence Investment Partners, LLC Reduced Holdings in Q2 2025

Convergence Investment Partners, LLC

  • $380 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-134
- 6.08%
$128.02 - $151.37 $17.2K - $20.3K
2.07K $273K
AMGN
Amgen Inc

Healthcare
-52
- 5.21%
$262.28 - $309.85 $13.6K - $16.1K
947 $264K
UNP
Union Pacific Corp

Industrials
-67
- 1.43%
$208.27 - $238.46 $14K - $16K
4.63K $1.06M
COST
Costco Wholesale Corp

Consumer Defensive
-76
- 10.63%
$908.13 - $1056.85 $69K - $80.3K
639 $632K
PGR
Progressive Corp

Financial Services
-99
- 8.89%
$255.27 - $288.74 $25.3K - $28.6K
1.01K $270K
MCD
Mcdonalds Corp

Consumer Cyclical
-52
- 5.71%
$285.55 - $321.23 $14.8K - $16.7K
859 $250K
V
Visa Inc.

Financial Services
-118
- 5.44%
$308.27 - $373.31 $36.4K - $44.1K
2.05K $727K
ELV
Elevance Health, Inc.

Healthcare
-12
- 2.04%
$372.27 - $452.69 $4.47K - $5.43K
575 $223K
LOW
Lowes Companies Inc

Consumer Cyclical
-56
- 4.11%
$210.83 - $235.28 $11.8K - $13.2K
1.31K $290K
ACN
Accenture PLC

Technology
-47
- 5.2%
$279.23 - $323.21 $13.1K - $15.2K
857 $256K
MA
Mastercard Inc

Financial Services
-65
- 6.53%
$479.92 - $590.74 $31.2K - $38.4K
930 $522K
TXN
Texas Instruments Inc

Technology
-107
- 9.26%
N/A
1.05K $203K
CB
Chubb LTD

Financial Services
-33
- 3.88%
$274.32 - $302.46 $9.05K - $9.98K
817 $236K
CRM
Salesforce, Inc.

Technology
-69
- 5.34%
$236.26 - $291.15 $16.3K - $20.1K
1.22K $333K
CVS
Cvs Health Corp

Healthcare
-308
- 3.94%
$60.04 - $70.18 $18.5K - $21.6K
7.5K $517K
TJX
Tjx Companies Inc

Consumer Cyclical
-100
- 5.32%
$119.13 - $135.03 $11.9K - $13.5K
1.78K $219K
CI
Cigna Corp

Healthcare
-23
- 2.29%
$301.89 - $340.04 $6.94K - $7.82K
982 $324K
EAT
Brinker International, Inc

Consumer Cyclical
-916
- 17.65%
$128.68 - $181.78 $118K - $167K
4.27K $770K
CRH.L
Crh PLC

Basic Materials
-858
- 10.33%
N/A
7.45K $0
STAG
Stag Industrial, Inc.

Real Estate
-128
- 0.43%
$30.08 - $37.02 $3.85K - $4.74K
29.6K $1.07M
WFC
Wells Fargo & Company

Financial Services
-5.48K
- 10.41%
$60.98 - $80.12 $334K - $439K
47.2K $3.78M
Ge Vernova Inc
-470
- 16.62%
N/A
2.36K $0
Arista Networks Inc
-5.07K
- 14.21%
N/A
30.6K $0
Linde PLC
-41
- 6.39%
N/A
601 $0
Coherent Corp
-4.91K
- 26.32%
N/A
13.7K $0
DE
Deere & CO

Industrials
-24
- 4.77%
$412.99 - $531.48 $9.91K - $12.8K
479 $243K
HCA
Hca Healthcare, Inc.

Healthcare
-47
- 6.39%
$317.61 - $387.52 $14.9K - $18.2K
689 $263K
KR
Kroger CO

Consumer Defensive
-2
- 0.05%
$64.62 - $74.0 $129 - $148
4.11K $294K
ZM
Zoom Video Communications, Inc.

Technology
-317
- 2.07%
$66.7 - $84.62 $21.1K - $26.8K
15K $1.17M
GE
General Electric CO

Industrials
-71
- 6.95%
$166.81 - $257.39 $11.8K - $18.3K
951 $244K
AXP
American Express CO

Financial Services
-45
- 3.76%
$231.39 - $318.98 $10.4K - $14.4K
1.15K $367K
LMT
Lockheed Martin Corp

Industrials
-23
- 0.63%
$430.82 - $486.45 $9.91K - $11.2K
3.63K $1.68M
ETN
Eaton Corp PLC

Industrials
-39
- 5.23%
$246.52 - $356.99 $9.61K - $13.9K
706 $252K
DIS
Walt Disney CO

Communication Services
-133
- 4.88%
$81.72 - $124.01 $10.9K - $16.5K
2.59K $321K
GM
General Motors CO

Consumer Cyclical
-486
- 1.34%
$42.48 - $50.46 $20.6K - $24.5K
35.8K $1.76M
BFH
Bread Financial Holdings, Inc.

Financial Services
-3.27K
- 9.25%
$41.88 - $57.12 $137K - $187K
32.1K $1.83M
LEA
Lear Corp

Consumer Cyclical
-42
- 0.43%
$75.18 - $95.54 $3.16K - $4.01K
9.75K $925K
WMB
Williams Companies, Inc.

Energy
-494
- 1.42%
$54.33 - $62.87 $26.8K - $31.1K
34.3K $2.16M
MCK
Mckesson Corp

Healthcare
-100
- 3.81%
$652.83 - $732.78 $65.3K - $73.3K
2.53K $1.85M
GS
Goldman Sachs Group Inc

Financial Services
-30
- 4.07%
$462.22 - $707.75 $13.9K - $21.2K
708 $501K
SCCO
Southern Copper Corp

Basic Materials
-29
- 0.21%
$75.63 - $104.64 $2.19K - $3.03K
13.6K $1.38M
RTX
Raytheon Technologies Corp

Industrials
-125
- 1.4%
$113.75 - $148.48 $14.2K - $18.6K
8.82K $1.29M
HON
Honeywell International Inc

Industrials
-49
- 0.86%
$182.86 - $232.88 $8.96K - $11.4K
5.66K $1.32M
TSLA
Tesla, Inc.

Consumer Cyclical
-225
- 7.12%
$221.86 - $362.89 $49.9K - $81.7K
2.93K $931K
LAD
Lithia Motors Inc

Consumer Cyclical
-76
- 2.19%
$271.94 - $339.35 $20.7K - $25.8K
3.4K $1.15M
GOOG
Alphabet Inc.

Communication Services
-384
- 4.1%
$146.58 - $180.01 $56.3K - $69.1K
8.99K $1.59M
APP
App Lovin Corp

Technology
-1.86K
- 19.78%
$219.37 - $417.89 $408K - $778K
7.55K $2.64M
ORCL
Oracle Corp

Technology
-75
- 2.8%
$122.82 - $218.63 $9.21K - $16.4K
2.6K $568K
GVA
Granite Construction Inc

Industrials
-162
- 1.35%
$71.89 - $93.51 $11.6K - $15.1K
11.9K $1.11M
Activity Summary
Buys All Purchases 116 New Holdings 54 Increased Positions 62 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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