Convergence Investment Partners, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Palm Beach Gardens, FL
CIK
0001456133
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 237 370,749 NVDA, AAPL, AVGO, META 13F-HR 10/29/2024 000158064224006418
Q2 2024 241 342,161 MSFT, NVDA, AMZN, GOOGL 13F-HR 8/1/2024 000158064224004076
Q1 2024 245 261,025 MSFT, NVDA, AMZN, IBM 13F-HR 5/3/2024 000158064224002481
Q4 2023 191 191,392 MSFT, AVGO, AAPL, XOM 13F-HR 2/5/2024 000158064224000772
Q3 2023 162 169,060 MSFT, AVGO, XOM, AAPL 13F-HR 11/2/2023 000158064223005920
Q2 2023 168 174,161 MSFT, AAPL, AVGO, XOM 13F-HR 7/26/2023 000158064223003794
Q1 2023 177 170,009 MSFT, AAPL, AVGO, XOM 13F-HR 5/9/2023 000158064223002627
Q4 2022 205 168,757 XOM, GILD, MSFT, ABBV 13F-HR 2/3/2023 000158064223000712
Q3 2022 199 153,143 MSFT, AAPL, XOM, ABBV 13F-HR 11/8/2022 000158064222005694
Q2 2022 202 165,285 MSFT, AAPL, ABBV, PFE 13F-HR 8/5/2022 000158064222003906
Q1 2022 212 193,954 AAPL, MSFT, ABBV, VZ 13F-HR 4/26/2022 000158064222002243
Q4 2021 223 196,318 AAPL, MSFT, PFE, AVGO 13F-HR 1/25/2022 000158064222000403
Q3 2021 224 186,190 MSFT, AAPL, VZ, JPM 13F-HR 10/25/2021 000158064221004992
Q2 2021 246 232,517 MSFT, AAPL, JPM, VZ 13F-HR 7/19/2021 000158064221003180
Q1 2021 245 218,740 AAPL, MSFT, T, JPM 13F-HR 4/30/2021 000158064221001960
Q4 2020 227 198,553 AAPL, MSFT, VZ, AMZN 13F-HR 2/5/2021 000158064221000562
Q3 2020 229 287,447 AAPL, MSFT, AMZN, VZ 13F-HR 10/28/2020 000158064220003884
Q2 2020 210 290,866 MSFT, T, AAPL, ABBV 13F-HR 7/30/2020 000158064220002778
Q1 2020 206 228,527 T, MSFT, AAPL, VZ 13F-HR 4/23/2020 000158064220001711
Q4 2019 222 351,699 AAPL, T, MSFT, CSCO 13F-HR 1/22/2020 000158064220000280
Q3 2019 294 358,968 T, AAPL, MSFT, VZ 13F-HR 10/22/2019 000158064219004774
Q2 2019 296 413,871 VZ, AAPL, MSFT, WMT 13F-HR 7/23/2019 000158064219003307
Q1 2019 304 458,086 VZ, AAPL, MSFT, PFE 13F-HR 5/1/2019 000158064219002235
Q4 2018 305 435,247 VZ, JPM, PFE, MSFT 13F-HR 2/13/2019 000158064219000769
Q3 2018 305 490,503 PFE, JPM, MSFT, VZ 13F-HR 11/13/2018 000158064218005430
Q2 2018 303 716,458 BA, PFE, T, JPM 13F-HR 8/7/2018 000158064218003751
Q1 2018 1,039 767,627 JPM, BA, T, PFE 13F-HR 5/14/2018 000158064218002565
Q4 2017 292 744,791 JPM, BA, T, ABBV 13F-HR 1/16/2018 000158064218000247
Q3 2017 313 705,850 BA, JPM, ABBV, T 13F-HR 11/13/2017 000158064217006068
Q2 2017 338 683,665 JPM, BA, PFE, T 13F-HR 8/2/2017 000158064217004159
Q1 2017 331 712,272 T, JPM, BA, AAPL 13F-HR 5/15/2017 000158064217002993
Q4 2016 307 725,050 T, JPM, AAPL, MS 13F-HR 2/13/2017 000158064217000839
Q3 2016 324 677,659 T, PFE, AAPL, JPM 13F-HR 11/10/2016 000158064216012011
Q2 2016 308 726,558 JPM, AAPL, VZ, BA 13F-HR 8/10/2016 000158064216010148
Q1 2016 323 840,296 JPM, AAPL, GILD, VZ RESTATEMENT 5/16/2016 000158064216008739
Q4 2015 313 891,243 JPM, AAPL, GILD, GE 13F-HR 2/12/2016 000158064216006851
Q3 2015 333 871,355 AAPL, JPM, GE, CMCSA 13F-HR 11/16/2015 000158064215005201
Q2 2015 350 1,014,703 AAPL, JPM, GILD, GOOGL 13F-HR 8/5/2015 000158064215003314
Q1 2015 359 720,162 GE, AAPL, JPM, MSFT 13F-HR 5/1/2015 000158064215001949
Q4 2014 351 747,022 GE, JPM, MSFT, AAPL 13F-HR 2/11/2015 000158064215000625
Q3 2014 357 729,296 GE, XOM, JPM, MSFT 13F-HR 11/12/2014 000091047214005028
Q2 2014 364 757,834 XOM, MSFT, GE, AAPL 13F-HR 8/13/2014 000091047214003405
Q1 2014 364 657,604 GE, JPM, MSFT, XOM 13F-HR 5/8/2014 000091047214002076
Q4 2013 374 615,604 GE, MSFT, CVX, XOM 13F-HR 2/14/2014 000091047214000566
Additional filings from Convergence Investment Partners, LLC that have since been restated