HoldingsChannel.com
Convergence Investment Partners LLC Top Holdings
As of  06/30/2022, below is a summary of the Convergence Investment Partners LLC top holdings by largest position size, as per the latest 13f filing made by Convergence Investment Partners LLC. In the Convergence Investment Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Convergence Investment Partners LLC in that top holding, then the share count change between reporting periods, and finally the Convergence Investment Partners LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
MICROSOFT CORP 19,420 -209 $4,988
     MSFT19,420-209$4,988
APPLE INC 33,830 -1,263 $4,625
     AAPL33,830-1,263$4,625
ABBVIE INC 24,331 +543 $3,727
     ABBV24,331+543$3,727
PFIZER INC 68,530 +1,743 $3,593
     PFE68,530+1,743$3,593
VERIZON COMMUNICATIONS INC 67,410 -7,171 $3,421
     VZ67,410-7,171$3,421
EXXON MOBIL CORP 34,994 -5 $2,997
     XOM34,994-5$2,997
INTERNATIONAL BUSINESS MACHS 21,006 +145 $2,966
     IBM21,006+145$2,966
BROADCOM INC 5,263 -146 $2,557
     AVGO5,263-146$2,557
CHEVRON CORP NEW 17,652 -1,224 $2,556
     CVX17,652-1,224$2,556
CVS HEALTH CORP 26,516 -664 $2,457
     CVS26,516-664$2,457
AMGEN INC 9,686 -370 $2,357
     AMGN9,686-370$2,357
HOME DEPOT INC 8,388 +1,592 $2,301
     HD8,388+1,592$2,301
JPMORGAN CHASE & CO 20,153 -44 $2,269
     JPM20,153-44$2,269
KIMBERLY CLARK CORP 16,702 +16,702 $2,257
     KMB16,702+16,702$2,257
AT&T INC 107,679 +19,972 $2,257
     T107,679+19,972$2,257
WALMART INC 18,166 -1,866 $2,209
     WMT18,166-1,866$2,209
MERCK & CO INC 23,972 +3,436 $2,186
     MRK23,972+3,436$2,186
ALPHABET INC 963 -23 $2,107
     GOOG963-23$2,107
ALPHABET INC 936 -72 $2,040
     GOOGL936-72$2,040
AMAZON COM INC 18,999 +18,027 $2,018
     AMZN18,999+18,027$2,018
GILEAD SCIENCES INC 31,546 -3,007 $1,950
     GILD31,546-3,007$1,950
LOCKHEED MARTIN CORP 4,487 -32 $1,929
     LMT4,487-32$1,929
HP INC 58,154 -4,039 $1,906
     HPQ58,154-4,039$1,906
CARDINAL HEALTH INC 35,178 +3,698 $1,839
     CAH35,178+3,698$1,839
UNITED PARCEL SERVICE INC 9,706 -32 $1,772
     UPS9,706-32$1,772
METLIFE INC 27,726 +2,400 $1,741
     MET27,726+2,400$1,741
COCA COLA CO 27,469 -3,771 $1,728
     KO27,469-3,771$1,728
BLOCK H & R INC 46,917 -13,789 $1,657
     HRB46,917-13,789$1,657
MARATHON PETE CORP 20,138 -5,189 $1,656
     MPC20,138-5,189$1,656
PRUDENTIAL FINL INC 17,055 +306 $1,632
     PRU17,055+306$1,632
TEXAS INSTRS INC 10,482 +91 $1,610
     TXN10,482+91$1,610
CITIGROUP INC 34,786 +695 $1,600
     C34,786+695$1,600
MORGAN STANLEY 20,657 +4 $1,571
     MS20,657+4$1,571
GENERAL DYNAMICS CORP 7,016 -106 $1,552
     GD7,016-106$1,552
BERKSHIRE HATHAWAY INC DEL      $1,546
     BRK.B5,663-62$1,546
INTEL CORP 40,778 -1,560 $1,525
     INTC40,778-1,560$1,525
ALTRIA GROUP INC 35,659 +263 $1,489
     MO35,659+263$1,489
CISCO SYS INC 34,369 +16 $1,465
     CSCO34,369+16$1,465
PHILIP MORRIS INTL INC 14,494 +2 $1,431
     PM14,494+2$1,431
US BANCORP DEL 30,338 +25,746 $1,396
     USB30,338+25,746$1,396
DUKE ENERGY CORP NEW 12,698 +122 $1,361
     DUK12,698+122$1,361
UNITEDHEALTH GROUP INC 2,556 -31 $1,313
     UNH2,556-31$1,313
POTLATCHDELTIC CORPORATION 29,236 +344 $1,292
     PCH29,236+344$1,292
NRG ENERGY INC 33,417 +534 $1,276
     NRG33,417+534$1,276
UGI CORP NEW 32,524 +5,136 $1,256
     UGI32,524+5,136$1,256
STAG INDL INC 40,602 +8,847 $1,254
     STAG40,602+8,847$1,254
EXTRA SPACE STORAGE INC 7,359 +97 $1,252
     EXR7,359+97$1,252
KEYCORP 71,460 -9,035 $1,231
     KEY71,460-9,035$1,231
VALERO ENERGY CORP 11,432 +311 $1,215
     VLO11,432+311$1,215
NATIONAL STORAGE AFFILIATES 24,236 +24,236 $1,213
     NSA24,236+24,236$1,213

See Full List: All Stocks Held By Convergence Investment Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Convergence Investment Partners LLC

Size ($ in 1000's)
At 06/30/2022: $165,285
At 03/31/2022: $193,954

Convergence Investment Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Convergence Investment Partners LLC 13F filings. Link to 13F filings: SEC filings

Convergence Investment Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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