Stock Taper

CONVERGENCE INVESTMENT PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Meta Platforms, Inc.META17.51K$9.86M
Micron Technology, Inc.MU17.35K$20.03M
Howmet Aerospace Inc.HWM16.95K$4.56M
Albemarle CorporationALB16.82K$2.27M
Landstar System, Inc.LSTR16.59K$3.43M
Ciena CorporationCIEN16.56K$8.12M
NetApp, Inc.NTAP16.45K$2.55M
Mercury General CorporationMCY16.1K$1.72M
Polaris Inc.PII15.15K$1.04M
CF Industries Holdings, Inc.CF15.1K$1.63M
AppLovin CorporationAPP14.47K$7.46M
Reinsurance Group of America, IncorporatedRGA14.25K$3.03M
Microsoft CorporationMSFT14.22K$5.3M
UnitedHealth Group IncorporatedUNH14.2K$5.9M
Veeva Systems Inc.VEEV14K$2.48M
Vertiv Holdings CoVRT13.76K$4.61M
Coca-Cola Consolidated, Inc.COKE13.56K$2.59M
Stellantis N.V.STLA13.28K$76.22K
Copa Holdings, S.A.CPA12.77K$1.99M
Philip Morris International Inc.PM12.64K$2.29M