$196 Million is the total value of Convergence Investment Partners, LLC's 223 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 24.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $6,353,000 | +17.2% | 35,775 | -6.6% | 3.24% | +11.2% |
| MSFT | Sell | MICROSOFT CORP | $6,242,000 | +14.7% | 18,560 | -3.8% | 3.18% | +8.8% |
| PFE | Sell | PFIZER INC | $3,782,000 | +32.2% | 64,045 | -3.7% | 1.93% | +25.3% |
| HD | Sell | HOME DEPOT INC | $3,269,000 | +14.7% | 7,877 | -9.3% | 1.66% | +8.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,233,000 | +15.0% | 19,762 | -1.7% | 1.65% | +9.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,203,000 | -6.5% | 20,229 | -3.3% | 1.63% | -11.3% |
| AMZN | Sell | AMAZON COM INC | $2,958,000 | -2.9% | 887 | -4.3% | 1.51% | -7.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,784,000 | +5.6% | 962 | -2.7% | 1.42% | +0.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,717,000 | -1.5% | 938 | -9.1% | 1.38% | -6.6% |
| ORCL | Sell | ORACLE CORP | $2,650,000 | -0.0% | 30,381 | -0.2% | 1.35% | -5.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,585,000 | -26.1% | 49,748 | -23.2% | 1.32% | -29.9% |
| AMGN | Sell | AMGEN INC | $2,129,000 | +4.9% | 9,462 | -0.8% | 1.08% | -0.6% |
| T | Sell | AT&T INC | $2,066,000 | -12.6% | 83,993 | -4.0% | 1.05% | -17.2% |
| C | Sell | CITIGROUP INC | $2,064,000 | -15.2% | 34,186 | -1.5% | 1.05% | -19.6% |
| CSCO | Sell | CISCO SYS INC | $1,947,000 | +14.5% | 30,725 | -1.7% | 0.99% | +8.5% |
| XOM | Sell | EXXON MOBIL CORP | $1,937,000 | +2.4% | 31,651 | -1.5% | 0.99% | -2.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,738,000 | +6.0% | 5,814 | -3.2% | 0.88% | +0.5% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,681,000 | -7.1% | 4,394 | -8.2% | 0.86% | -11.9% |
| MO | Sell | ALTRIA GROUP INC | $1,656,000 | +3.1% | 34,935 | -1.0% | 0.84% | -2.2% |
| INTC | Sell | INTEL CORP | $1,645,000 | -8.9% | 31,945 | -5.8% | 0.84% | -13.6% |
| R | Sell | RYDER SYS INC | $1,600,000 | -10.5% | 19,408 | -10.2% | 0.82% | -15.1% |
| MPC | Sell | MARATHON PETE CORP | $1,593,000 | +3.0% | 24,888 | -0.6% | 0.81% | -2.4% |
| MET | Sell | METLIFE INC | $1,560,000 | +0.8% | 24,967 | -0.5% | 0.80% | -4.3% |
| TXN | Sell | TEXAS INSTRS INC | $1,554,000 | -3.2% | 8,247 | -1.3% | 0.79% | -8.2% |
| MRK | Sell | MERCK & CO INC | $1,552,000 | +0.6% | 20,245 | -1.4% | 0.79% | -4.5% |
| JEF | Sell | JEFFERIES FINL GROUP INC | $1,532,000 | +4.1% | 39,473 | -0.4% | 0.78% | -1.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,491,000 | -7.9% | 15,694 | -8.1% | 0.76% | -12.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,478,000 | -27.8% | 29,369 | -19.8% | 0.75% | -31.5% |
| WHR | Sell | WHIRLPOOL CORP | $1,468,000 | +15.0% | 6,256 | -0.2% | 0.75% | +9.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,430,000 | +2.0% | 4,024 | -1.0% | 0.73% | -3.3% |
| GD | Sell | GENERAL DYNAMICS CORP | $1,421,000 | +2.2% | 6,817 | -3.9% | 0.72% | -3.1% |
| EMR | Sell | EMERSON ELEC CO | $1,407,000 | -12.6% | 15,129 | -11.5% | 0.72% | -17.1% |
| UGI | Sell | UGI CORP NEW | $1,378,000 | +7.2% | 30,025 | -0.5% | 0.70% | +1.7% |
| HRB | Sell | BLOCK H & R INC | $1,357,000 | -6.5% | 57,609 | -0.8% | 0.69% | -11.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,303,000 | +24.2% | 2,594 | -3.4% | 0.66% | +17.9% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,295,000 | +6.4% | 12,347 | -1.0% | 0.66% | +0.9% |
| NRG | Sell | NRG ENERGY INC | $1,296,000 | +1.5% | 30,083 | -3.8% | 0.66% | -3.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,293,000 | +0.9% | 7,560 | -4.7% | 0.66% | -4.2% |
| CMI | Sell | CUMMINS INC | $1,256,000 | -3.8% | 5,757 | -1.0% | 0.64% | -8.7% |
| PCH | Sell | POTLATCHDELTIC CORPORATION | $1,253,000 | +14.2% | 20,808 | -2.2% | 0.64% | +8.3% |
| OKE | Sell | ONEOK INC NEW | $1,243,000 | +0.8% | 21,153 | -0.5% | 0.63% | -4.4% |
| MMM | Sell | 3M CO | $1,214,000 | +0.3% | 6,836 | -0.9% | 0.62% | -4.9% |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $1,187,000 | -6.3% | 31,707 | -8.2% | 0.60% | -11.0% |
| CAT | Sell | CATERPILLAR INC | $1,160,000 | +6.1% | 5,613 | -1.5% | 0.59% | +0.7% |
| NVDA | Sell | NVIDIA CORPORATION | $1,161,000 | +34.4% | 3,947 | -5.3% | 0.59% | +27.4% |
| FITB | Sell | FIFTH THIRD BANCORP | $1,143,000 | -1.3% | 26,243 | -3.8% | 0.58% | -6.4% |
| SYF | Sell | SYNCHRONY FINANCIAL | $1,085,000 | -22.9% | 23,381 | -18.8% | 0.55% | -26.9% |
| VICI | Sell | VICI PPTYS INC | $1,079,000 | +5.4% | 35,840 | -0.6% | 0.55% | 0.0% |
| TSN | Sell | TYSON FOODS INCcl a | $1,071,000 | -13.0% | 12,289 | -21.2% | 0.55% | -17.4% |
| DKS | Sell | DICKS SPORTING GOODS INC | $1,064,000 | -27.4% | 9,251 | -24.4% | 0.54% | -31.1% |
| CC | Sell | CHEMOURS CO | $1,039,000 | +15.2% | 30,950 | -0.3% | 0.53% | +9.3% |
| DOW | Sell | DOW INC | $1,035,000 | -2.5% | 18,252 | -1.0% | 0.53% | -7.5% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $1,019,000 | -5.3% | 11,050 | -3.6% | 0.52% | -10.2% |
| SCCO | Sell | SOUTHERN COPPER CORP | $888,000 | -2.6% | 14,382 | -11.5% | 0.45% | -7.8% |
| WFC | Sell | WELLS FARGO CO NEW | $837,000 | +3.3% | 17,451 | -0.0% | 0.43% | -2.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $695,000 | +21.9% | 1,225 | -3.5% | 0.35% | +15.7% |
| MCK | Sell | MCKESSON CORP | $686,000 | +19.7% | 2,760 | -3.9% | 0.35% | +13.3% |
| AMAT | Sell | APPLIED MATLS INC | $679,000 | +8.3% | 4,317 | -11.3% | 0.35% | +2.7% |
| V | Sell | VISA INC | $666,000 | -7.5% | 3,071 | -5.0% | 0.34% | -12.4% |
| PEP | Sell | PEPSICO INC | $579,000 | +11.1% | 3,334 | -3.7% | 0.30% | +5.4% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $555,000 | -1.9% | 1,545 | -5.1% | 0.28% | -6.9% |
| LOW | Sell | LOWES COS INC | $537,000 | +22.3% | 2,076 | -4.1% | 0.27% | +16.1% |
| COF | Sell | CAPITAL ONE FINL CORP | $527,000 | -11.0% | 3,631 | -0.6% | 0.27% | -15.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $513,000 | +11.5% | 768 | -4.6% | 0.26% | +5.7% |
| DIS | Sell | DISNEY WALT CO | $505,000 | -14.6% | 3,261 | -6.7% | 0.26% | -18.9% |
| F | Sell | FORD MTR CO DEL | $490,000 | +45.8% | 23,595 | -0.6% | 0.25% | +38.9% |
| HCA | Sell | HCA HEALTHCARE INC | $475,000 | -7.6% | 1,848 | -12.8% | 0.24% | -12.3% |
| LLY | Sell | LILLY ELI & CO | $475,000 | +14.5% | 1,721 | -4.1% | 0.24% | +8.5% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $462,000 | -48.7% | 814 | -47.9% | 0.24% | -51.3% |
| NKE | Sell | NIKE INCcl b | $423,000 | +9.3% | 2,538 | -4.7% | 0.22% | +3.4% |
| NFLX | Sell | NETFLIX INC | $417,000 | -7.1% | 693 | -5.8% | 0.21% | -12.0% |
| ANTM | Sell | ANTHEM INC | $413,000 | +21.1% | 890 | -2.6% | 0.21% | +14.8% |
| DHR | Sell | DANAHER CORPORATION | $409,000 | +3.3% | 1,243 | -4.4% | 0.21% | -2.3% |
| CRM | Sell | SALESFORCE COM INC | $408,000 | -11.1% | 1,607 | -5.1% | 0.21% | -15.8% |
| IQV | Sell | IQVIA HLDGS INC | $405,000 | +3.8% | 1,435 | -11.9% | 0.21% | -1.4% |
| GM | Sell | GENERAL MTRS CO | $394,000 | -31.7% | 6,726 | -38.6% | 0.20% | -35.2% |
| GT | Sell | GOODYEAR TIRE & RUBR CO | $380,000 | +9.5% | 17,805 | -9.1% | 0.19% | +4.3% |
| MCD | Sell | MCDONALDS CORP | $378,000 | +5.9% | 1,409 | -4.7% | 0.19% | +0.5% |
| EOG | Sell | EOG RES INC | $373,000 | -12.0% | 4,204 | -20.4% | 0.19% | -16.7% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $371,000 | +11.7% | 1,732 | -4.9% | 0.19% | +6.2% |
| UNP | Sell | UNION PAC CORP | $368,000 | +23.1% | 1,463 | -4.0% | 0.19% | +16.1% |
| PYPL | Sell | PAYPAL HLDGS INC | $363,000 | -33.3% | 1,926 | -7.8% | 0.18% | -36.6% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $355,000 | +0.6% | 5,688 | -4.7% | 0.18% | -4.7% |
| CI | Sell | CIGNA CORP NEW | $348,000 | +12.3% | 1,514 | -2.1% | 0.18% | +6.6% |
| PKI | Sell | PERKINELMER INC | $341,000 | +9.6% | 1,695 | -5.5% | 0.17% | +4.2% |
| NEE | Sell | NEXTERA ENERGY INC | $321,000 | +13.0% | 3,439 | -5.0% | 0.16% | +7.2% |
| HON | Sell | HONEYWELL INTL INC | $317,000 | -5.9% | 1,520 | -4.2% | 0.16% | -11.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $309,000 | +33.2% | 2,146 | -5.0% | 0.16% | +25.6% |
| IDXX | Sell | IDEXX LABS INC | $304,000 | -17.4% | 462 | -22.0% | 0.16% | -21.7% |
| SBUX | Sell | STARBUCKS CORP | $304,000 | +2.4% | 2,597 | -3.7% | 0.16% | -3.1% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $294,000 | +15.3% | 7,054 | -10.0% | 0.15% | +9.5% |
| MDT | Sell | MEDTRONIC PLC | $284,000 | -21.8% | 2,744 | -5.2% | 0.14% | -25.6% |
| MRNA | Sell | MODERNA INC | $279,000 | -51.7% | 1,100 | -26.8% | 0.14% | -54.2% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $275,000 | -17.2% | 5,273 | -25.2% | 0.14% | -21.3% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $271,000 | -13.4% | 415 | -3.5% | 0.14% | -17.9% |
| SCHW | Sell | SCHWAB CHARLES CORP | $270,000 | +8.0% | 3,213 | -6.2% | 0.14% | +3.0% |
| CNC | Sell | CENTENE CORP DEL | $265,000 | +28.0% | 3,216 | -3.3% | 0.14% | +21.6% |
| COP | Sell | CONOCOPHILLIPS | $264,000 | +1.5% | 3,660 | -4.5% | 0.13% | -4.3% |
| AVTR | Sell | AVANTOR INC | $263,000 | -4.7% | 6,230 | -7.5% | 0.13% | -9.5% |
| LIN | Sell | LINDE PLC | $261,000 | +10.6% | 754 | -6.5% | 0.13% | +4.7% |
| AXP | Sell | AMERICAN EXPRESS CO | $261,000 | -6.1% | 1,593 | -3.9% | 0.13% | -10.7% |
| USB | Sell | US BANCORP DEL | $259,000 | -7.8% | 4,603 | -2.7% | 0.13% | -12.6% |
| KR | Sell | KROGER CO | $258,000 | +8.9% | 5,706 | -2.6% | 0.13% | +3.1% |
| LRCX | Sell | LAM RESEARCH CORP | $255,000 | +20.3% | 354 | -4.8% | 0.13% | +14.0% |
| CAR | Sell | AVIS BUDGET GROUP | $256,000 | -3.0% | 1,235 | -45.4% | 0.13% | -8.5% |
| MU | Sell | MICRON TECHNOLOGY INC | $256,000 | +27.4% | 2,747 | -3.0% | 0.13% | +20.4% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $252,000 | +0.4% | 1,256 | -2.0% | 0.13% | -5.2% |
| BLK | Sell | BLACKROCK INC | $250,000 | +3.7% | 273 | -5.2% | 0.13% | -1.6% |
| CB | Sell | CHUBB LIMITED | $247,000 | -29.6% | 1,278 | -36.8% | 0.13% | -33.3% |
| TMUS | Sell | T-MOBILE US INC | $246,000 | -10.5% | 2,117 | -1.7% | 0.12% | -15.5% |
| THC | Sell | TENET HEALTHCARE CORP | $245,000 | -6.1% | 3,003 | -23.6% | 0.12% | -10.7% |
| DE | Sell | DEERE & CO | $242,000 | -42.2% | 707 | -43.4% | 0.12% | -45.3% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $235,000 | +16.9% | 636 | -4.9% | 0.12% | +11.1% |
| CLR | Sell | CONTINENTAL RES INC | $232,000 | -5.3% | 5,174 | -2.4% | 0.12% | -10.6% |
| Sell | GENERAL ELECTRIC CO | $232,000 | -12.1% | 2,459 | -4.1% | 0.12% | -16.9% | |
| PGR | Sell | PROGRESSIVE CORP | $229,000 | +10.6% | 2,227 | -2.9% | 0.12% | +5.4% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $221,000 | +5.2% | 756 | -4.4% | 0.11% | 0.0% |
| BKNG | Sell | BOOKING HOLDINGS INC | $218,000 | -1.4% | 91 | -2.2% | 0.11% | -6.7% |
| LSTR | Sell | LANDSTAR SYS INC | $201,000 | +10.4% | 1,120 | -2.9% | 0.10% | +4.1% |
| NUE | Sell | NUCOR CORP | $180,000 | +2.9% | 1,574 | -11.3% | 0.09% | -2.1% |
| NVT | Sell | NVENT ELECTRIC PLC | $178,000 | +2.9% | 4,681 | -12.3% | 0.09% | -2.2% |
| JLL | Sell | JONES LANG LASALLE INC | $176,000 | -16.6% | 653 | -23.3% | 0.09% | -20.4% |
| RRR | Sell | RED ROCK RESORTS INCcl a | $177,000 | +6.6% | 3,222 | -0.5% | 0.09% | +1.1% |
| MDU | Sell | MDU RES GROUP INC | $177,000 | -86.2% | 5,727 | -86.8% | 0.09% | -86.9% |
| OSK | Sell | OSHKOSH CORP | $163,000 | -16.8% | 1,449 | -24.4% | 0.08% | -21.0% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $161,000 | +3.9% | 3,919 | -10.3% | 0.08% | -1.2% |
| OC | Sell | OWENS CORNING NEW | $156,000 | -18.8% | 1,728 | -23.1% | 0.08% | -23.3% |
| SEAS | Sell | SEAWORLD ENTMT INC | $155,000 | -2.5% | 2,394 | -16.7% | 0.08% | -7.1% |
| AA | Sell | ALCOA CORP | $150,000 | -40.2% | 2,510 | -51.1% | 0.08% | -43.7% |
| TPR | Sell | TAPESTRY INC | $145,000 | +1.4% | 3,564 | -7.5% | 0.07% | -3.9% |
| TXT | Sell | TEXTRON INC | $136,000 | -20.0% | 1,765 | -27.7% | 0.07% | -24.2% |
| OLN | Sell | OLIN CORP | $132,000 | -5.7% | 2,291 | -21.3% | 0.07% | -10.7% |
| HRI | Sell | HERC HLDGS INC | $119,000 | -39.3% | 760 | -36.8% | 0.06% | -41.9% |
| CROX | Exit | CROCS INC | $0 | – | -723 | -100.0% | -0.06% | – |
| LXP | Exit | LEXINGTON REALTY TRUST | $0 | – | -8,506 | -100.0% | -0.06% | – |
| HIW | Exit | HIGHWOODS PPTYS INC | $0 | – | -2,521 | -100.0% | -0.06% | – |
| SONO | Exit | SONOS INC | $0 | – | -3,439 | -100.0% | -0.06% | – |
| AFG | Exit | AMERICAN FINL GROUP INC OHIO | $0 | – | -1,017 | -100.0% | -0.07% | – |
| CMC | Exit | COMMERCIAL METALS CO | $0 | – | -4,628 | -100.0% | -0.08% | – |
| HTH | Exit | HILLTOP HOLDINGS INC | $0 | – | -4,816 | -100.0% | -0.08% | – |
| BYD | Exit | BOYD GAMING CORP | $0 | – | -2,527 | -100.0% | -0.09% | – |
| ABM | Exit | ABM INDS INC | $0 | – | -3,599 | -100.0% | -0.09% | – |
| SGMS | Exit | SCIENTIFIC GAMES CORP | $0 | – | -2,035 | -100.0% | -0.09% | – |
| MTG | Exit | MGIC INVT CORP WIS | $0 | – | -11,632 | -100.0% | -0.09% | – |
| BC | Exit | BRUNSWICK CORP | $0 | – | -1,837 | -100.0% | -0.09% | – |
| AGCO | Exit | AGCO CORP | $0 | – | -1,448 | -100.0% | -0.10% | – |
| HI | Exit | HILLENBRAND INC | $0 | – | -4,148 | -100.0% | -0.10% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -1,586 | -100.0% | -0.10% | – |
| TEX | Exit | TEREX CORP NEW | $0 | – | -4,688 | -100.0% | -0.11% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -3,993 | -100.0% | -0.11% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -3,411 | -100.0% | -0.11% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,538 | -100.0% | -0.12% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -1,506 | -100.0% | -0.12% | – |
| PDCE | Exit | PDC ENERGY INC | $0 | – | -4,928 | -100.0% | -0.13% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -869 | -100.0% | -0.13% | – |
| FIZZ | Exit | NATIONAL BEVERAGE CORP | $0 | – | -4,782 | -100.0% | -0.14% | – |
| ALKS | Exit | ALKERMES PLC | $0 | – | -8,330 | -100.0% | -0.14% | – |
| DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -3,606 | -100.0% | -0.14% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -4,911 | -100.0% | -0.14% | – |
| SEM | Exit | SELECT MED HLDGS CORP | $0 | – | -7,842 | -100.0% | -0.15% | – |
| BRKR | Exit | BRUKER CORP | $0 | – | -3,975 | -100.0% | -0.17% | – |
| WAT | Exit | WATERS CORP | $0 | – | -866 | -100.0% | -0.17% | – |
| SNX | Exit | SYNNEX CORP | $0 | – | -3,079 | -100.0% | -0.17% | – |
| MIME | Exit | MIMECAST LTD | $0 | – | -5,182 | -100.0% | -0.18% | – |
| WK | Exit | WORKIVA INC | $0 | – | -2,459 | -100.0% | -0.19% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -11,963 | -100.0% | -0.19% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -393 | -100.0% | -0.21% | – |
| VMW | Exit | VMWARE INC | $0 | – | -2,653 | -100.0% | -0.21% | – |
| TTEC | Exit | TTEC HLDGS INC | $0 | – | -4,360 | -100.0% | -0.22% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -1,567 | -100.0% | -0.24% | – |
| UNM | Exit | UNUM GROUP | $0 | – | -34,637 | -100.0% | -0.47% | – |
| BDN | Exit | BRANDYWINE RLTY TRsh ben int new | $0 | – | -79,759 | -100.0% | -0.58% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -48,679 | -100.0% | -0.68% | – |
| AVT | Exit | AVNET INC | $0 | – | -36,851 | -100.0% | -0.73% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -32,907 | -100.0% | -0.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 42 | Q3 2023 | 3.5% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.1% |
| AT&T INC | 42 | Q3 2023 | 2.4% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 2.2% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 2.8% |
| PFIZER INC | 42 | Q3 2023 | 2.2% |
| WAL-MART STORES INC | 42 | Q3 2023 | 1.9% |
| Cisco Systems Inc | 42 | Q3 2023 | 2.4% |
| Intl Business Machines | 42 | Q3 2023 | 2.0% |
| CHEVRON CORP NEW | 42 | Q3 2023 | 2.8% |
View Convergence Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-25 |
View Convergence Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.