Convergence Investment Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1456133
Institutional-grade research for retail investors
13F Reported Value
ⓘ$610.7M
Holdings
235
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Convergence Investment Partners, LLC disclosed 235 positions worth $610.7M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 3.1% of the equity portfolio, followed by $AVGO and $GOOG. During the quarter the fund opened 47 new positions and exited 54 — including a new stake in $SNDK and a full exit from $APH. The portfolio is most concentrated in Technology (32.8% of disclosed assets). All figures are sourced directly from Convergence Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1456133.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyFinancialsIndustrialsHealthcareConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$19.0M109,219 sh - 86.4#9
Quality
$13.4M43,202 sh - 80.2#45
Quality
$11.7M40,705 sh - 80.2
Quality
$11.4M39,857 sh - 74.6
Quality
$10.9M52,513 sh - 82.4
Quality
$10.9M50,898 sh - 71.9
Quality
$9.4M324,837 sh - 83.7
Quality
$8.9M24,127 sh - 88.4
Quality
$8.4M24,984 sh - 76.1
Quality
$8.3M32,830 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $19.0M | 109,219 |
 Broadcom Inc.$AVGO | 86.4#9 | $13.4M | 43,202 |
 Alphabet Inc.$GOOG | 80.2#45 | $11.7M | 40,705 |
 Alphabet Inc.$GOOGL | 80.2 | $11.4M | 39,857 |
 AMAZON COM INC$AMZN | 74.6 | $10.9M | 52,513 |
 LAM RESEARCH CORP$LRCX | 82.4 | $10.9M | 50,898 |
 AT&T INC.$T | 71.9 | $9.4M | 324,837 |
 MICROSOFT CORP$MSFT | 83.7 | $8.9M | 24,127 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $8.4M | 24,984 |
 Apple Inc.$AAPL | 76.1 | $8.3M | 32,830 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Convergence Investment Partners, LLC's 235 positions.
Showing top 10 of 235 holdings.
Sector Allocation
Technology
$200.0M
Financials
$83.6M
Industrials
$74.5M
Healthcare
$61.5M
Consumer Discretionary
$42.2M
Energy
$34.8M
Consumer Staples
$28.0M
Materials
$26.7M
Full Holdings — Convergence Investment Partners, LLC (Q1 2026)
All 235 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $19.0M | 3.1% | +21% | 90.2 |
| 2 | $AVGO | Broadcom Inc. | $13.4M | 2.2% | +39% | 86.4 |
| 3 | $GOOG | Alphabet Inc. | $11.7M | 1.9% | +24% | 80.2 |
| 4 | $GOOGL | Alphabet Inc. | $11.4M | 1.9% | +29% | 80.2 |
| 5 | $AMZN | AMAZON COM INC | $10.9M | 1.8% | +81% | 74.6 |
| 6 | $LRCX | LAM RESEARCH CORP | $10.9M | 1.8% | +30% | 82.4 |
| 7 | $T | AT&T INC. | $9.4M | 1.5% | +33% | 71.9 |
| 8 | $MSFT | MICROSOFT CORP | $8.9M | 1.5% | +26% | 83.7 |
| 9 | $MU | MICRON TECHNOLOGY INC | $8.4M | 1.4% | -27% | 88.4 |
| 10 | $AAPL | Apple Inc. | $8.3M | 1.4% | +2% | 76.1 |
| 11 |  $BMY | BRISTOL MYERS SQUIBB CO | $8.3M | 1.4% | +22% | 70.1 |
| 12 |  $AMD | ADVANCED MICRO DEVICES INC | $8.1M | 1.3% | +2268% | 78.8 |
| 13 |  $XOM | EXXON MOBIL CORP | $8.0M | 1.3% | +52% | 61.8 |
| 14 |  $DELL | Dell Technologies Inc. | $7.4M | 1.2% | +237% | 76 |
| 15 |  $VLO | VALERO ENERGY CORP/TX | $7.0M | 1.1% | +13% | 51.4 |
| 16 |  $CIEN | CIENA CORP | $6.7M | 1.1% | -23% | 70.7 |
| 17 |  $WMT | Walmart Inc. | $6.7M | 1.1% | +19% | 63.2 |
| 18 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $6.5M | 1.1% | -16% | 66.7 |
| 19 |  $PSX | Phillips 66 | $6.2M | 1.0% | +50% | 47.6 |
| 20 |  $SNDK | Sandisk Corp | $6.1M | 1.0% | NEW | 88.8 |
| 21 |  $CSCO | CISCO SYSTEMS, INC. | $6.0M | 1.0% | +21% | 72.3 |
| 22 |  $META | Meta Platforms, Inc. | $5.7M | 0.9% | -1% | 80.9 |
| 23 |  $MRK | Merck & Co., Inc. | $5.6M | 0.9% | +16% | 70.9 |
| 24 |  $WDC | WESTERN DIGITAL CORP | $5.5M | 0.9% | NEW | 76.8 |
| 25 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.4M | 0.9% | +26% | 68.4 |
| 26 |  $STT | STATE STREET CORP | $5.3M | 0.9% | +162% | 61.5 |
| 27 |  $VRSN | VERISIGN INC/CA | $5.3M | 0.9% | +49% | 71.6 |
| 28 |  $__PARK_1390777 | Bank of New York Mellon Corp | $5.1M | 0.8% | -24% | 36.7 |
| 29 |  $NTRS | NORTHERN TRUST CORP | $5.0M | 0.8% | NEW | 71.8 |
| 30 |  $CARG | CarGurus, Inc. | $4.8M | 0.8% | +45% | 66.8 |
| 31 |  $MO | ALTRIA GROUP, INC. | $4.8M | 0.8% | +4% | 72.1 |
| 32 |  $FLEX | FLEX LTD. | $4.8M | 0.8% | +143% | — |
| 33 |  $FTNT | Fortinet, Inc. | $4.6M | 0.8% | NEW | 78.1 |
| 34 |  $ROKU | ROKU, INC | $4.5M | 0.7% | +1% | 60.5 |
| 35 |  $CAH | CARDINAL HEALTH INC | $4.5M | 0.7% | -18% | 58.6 |
| 36 |  $ADM | Archer-Daniels-Midland Co | $4.5M | 0.7% | +3% | 49.4 |
| 37 |  $JPM | JPMORGAN CHASE & CO | $4.4M | 0.7% | -14% | 35.6 |
| 38 |  $PATH | UiPath, Inc. | $4.4M | 0.7% | NEW | 67.7 |
| 39 |  $JBL | JABIL INC | $4.4M | 0.7% | -28% | 51.9 |
| 40 |  $IVZ | Invesco Ltd. | $4.3M | 0.7% | +31% | — |
| 41 |  $ABBV | AbbVie Inc. | $4.3M | 0.7% | -1% | 59.3 |
| 42 |  $TDC | TERADATA CORP /DE/ | $4.3M | 0.7% | NEW | 69 |
| 43 |  $GILD | GILEAD SCIENCES, INC. | $4.2M | 0.7% | -32% | 77.8 |
| 44 |  $MDT | Medtronic plc | $4.1M | 0.7% | +83% | — |
| 45 |  $JNJ | JOHNSON & JOHNSON | $4.0M | 0.7% | +33% | 72.8 |
| 46 |  $SCCO | SOUTHERN COPPER CORP/ | $3.9M | 0.6% | +66% | 86.6 |
| 47 |  $EIX | EDISON INTERNATIONAL | $3.9M | 0.6% | +48% | 70.7 |
| 48 |  $SPHR | Sphere Entertainment Co. | $3.9M | 0.6% | NEW | 50.3 |
| 49 |  $LEA | LEAR CORP | $3.8M | 0.6% | +27% | 50 |
| 50 |  $SNEX | StoneX Group Inc. | $3.8M | 0.6% | NEW | 60.3 |
| 51 |  $MPC | Marathon Petroleum Corp | $3.8M | 0.6% | -35% | 50.7 |
| 52 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $3.8M | 0.6% | +179% | 70.9 |
| 53 |  $PM | Philip Morris International Inc. | $3.8M | 0.6% | +71% | 80.5 |
| 54 |  $WFC | WELLS FARGO & COMPANY/MN | $3.7M | 0.6% | -8% | — |
| 55 |  $RTX | RTX Corp | $3.5M | 0.6% | +179% | 70 |
| 56 |  $APA | APA Corp | $3.4M | 0.6% | +26% | — |
| 57 |  $SCHW | SCHWAB CHARLES CORP | $3.3M | 0.5% | +39% | 77.2 |
| 58 |  $DTB | DTE ENERGY CO | $3.1M | 0.5% | NEW | — |
| 59 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $3.1M | 0.5% | +58% | 60.3 |
| 60 |  $AEO | AMERICAN EAGLE OUTFITTERS INC | $3.1M | 0.5% | -18% | 43.3 |
| 61 |  $HAL | HALLIBURTON CO | $3.0M | 0.5% | +35% | 50.9 |
| 62 |  $EXEL | EXELIXIS, INC. | $3.0M | 0.5% | +44% | 79.4 |
| 63 |  $INCY | INCYTE CORP | $2.9M | 0.5% | +46% | 81.2 |
| 64 |  $JAZZ | Jazz Pharmaceuticals plc | $2.9M | 0.5% | +34% | — |
| 65 |  $AMKR | AMKOR TECHNOLOGY, INC. | $2.8M | 0.5% | NEW | 53 |
| 66 |  $LXP | LXP Industrial Trust | $2.8M | 0.5% | NEW | 50.3 |
| 67 |  $GM | General Motors Co | $2.8M | 0.5% | -25% | 58.7 |
| 68 |  $CI | Cigna Group | $2.7M | 0.5% | +44% | 66.8 |
| 69 |  $QCOM | QUALCOMM INC/DE | $2.7M | 0.4% | +1% | 81.9 |
| 70 |  $DAR | DARLING INGREDIENTS INC. | $2.6M | 0.4% | NEW | 46.6 |
| 71 |  $BFH | BREAD FINANCIAL HOLDINGS, INC. | $2.6M | 0.4% | +3% | — |
| 72 |  $FDX | FEDEX CORP | $2.6M | 0.4% | NEW | 60.3 |
| 73 |  $C | CITIGROUP INC | $2.6M | 0.4% | -8% | 54.8 |
| 74 |  $SYF | Synchrony Financial | $2.5M | 0.4% | -33% | — |
| 75 |  $BIIB | BIOGEN INC. | $2.5M | 0.4% | +12% | 65.6 |
| 76 |  $COR | Cencora, Inc. | $2.4M | 0.4% | +32% | 59.6 |
| 77 |  $LMT | LOCKHEED MARTIN CORP | $2.4M | 0.4% | +2% | 65 |
| 78 |  $HALO | HALOZYME THERAPEUTICS, INC. | $2.4M | 0.4% | +22% | 81.2 |
| 79 |  $POWL | POWELL INDUSTRIES INC | $2.4M | 0.4% | -1% | 69.5 |
| 80 |  $ENS | EnerSys | $2.4M | 0.4% | +33% | 56 |
| 81 |  $LOW | LOWES COMPANIES INC | $2.3M | 0.4% | -6% | 63.5 |
| 82 |  $EME | EMCOR Group, Inc. | $2.3M | 0.4% | NEW | 71.7 |
| 83 |  $ST | Sensata Technologies Holding plc | $2.3M | 0.4% | +59% | — |
| 84 |  $TPC | TUTOR PERINI CORP | $2.2M | 0.4% | +40% | 61.9 |
| 85 |  $MLI | MUELLER INDUSTRIES INC | $2.2M | 0.4% | +49% | 77.5 |
| 86 |  $FIX | COMFORT SYSTEMS USA INC | $2.2M | 0.4% | NEW | 79.5 |
| 87 |  $CATY | CATHAY GENERAL BANCORP | $2.2M | 0.4% | +43% | 60.1 |
| 88 |  $ECG | Everus Construction Group, Inc. | $2.2M | 0.4% | +39% | 67 |
| 89 |  $MCK | MCKESSON CORP | $2.2M | 0.4% | -12% | 63.7 |
| 90 |  $HD | HOME DEPOT, INC. | $2.2M | 0.4% | -1% | 69.2 |
| 91 |  $GMED | GLOBUS MEDICAL INC | $2.2M | 0.3% | NEW | 77.6 |
| 92 |  $VICR | VICOR CORP | $2.1M | 0.3% | -11% | 63.6 |
| 93 |  $ATMU | Atmus Filtration Technologies Inc. | $2.1M | 0.3% | NEW | 66.9 |
| 94 |  $PEGA | PEGASYSTEMS INC | $2.1M | 0.3% | -10% | 69.6 |
| 95 |  $DBX | DROPBOX, INC. | $2.1M | 0.3% | +73% | 65.8 |
| 96 |  $MS | MORGAN STANLEY | $2.1M | 0.3% | +1% | — |
| 97 |  $M | Macy's, Inc. | $2.1M | 0.3% | +174% | 48.9 |
| 98 |  $OUT | OUTFRONT Media Inc. | $2.1M | 0.3% | +1% | 43.7 |
| 99 |  $NRG | NRG ENERGY, INC. | $2.1M | 0.3% | -28% | 59.5 |
| 100 |  $HWM | Howmet Aerospace Inc. | $2.1M | 0.3% | +78% | 79.1 |
| 101 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $2.1M | 0.3% | NEW | 55.4 |
| 102 |  $ACN | Accenture plc | $2.1M | 0.3% | +1099% | — |
| 103 |  $GLW | CORNING INC /NY | $2.0M | 0.3% | -40% | 72.7 |
| 104 |  $AMRX | Amneal Pharmaceuticals, Inc. | $2.0M | 0.3% | +12% | 58.9 |
| 105 |  $PANW | Palo Alto Networks Inc | $2.0M | 0.3% | NEW | 66.5 |
| 106 |  $AZZ | AZZ INC | $2.0M | 0.3% | +19% | 57.2 |
| 107 |  $IBKR | Interactive Brokers Group, Inc. | $2.0M | 0.3% | -14% | 75.5 |
| 108 |  $GRMN | GARMIN LTD | $2.0M | 0.3% | +92% | — |
| 109 |  $CB | Chubb Ltd | $2.0M | 0.3% | +3% | — |
| 110 |  $CF | CF Industries Holdings, Inc. | $2.0M | 0.3% | -0% | 76.8 |
| 111 |  $FSLY | Fastly, Inc. | $2.0M | 0.3% | NEW | 40.2 |
| 112 |  $MCD | MCDONALDS CORP | $1.9M | 0.3% | +658% | 73.9 |
| 113 |  $TXT | TEXTRON INC | $1.9M | 0.3% | NEW | 58.2 |
| 114 |  $VZ | VERIZON COMMUNICATIONS INC | $1.9M | 0.3% | +6% | 71.6 |
| 115 |  $CPRX | CATALYST PHARMACEUTICALS, INC. | $1.9M | 0.3% | +107% | 78.7 |
| 116 |  $TRV | TRAVELERS COMPANIES, INC. | $1.9M | 0.3% | +44% | 71.5 |
| 117 |  $PTCT | PTC THERAPEUTICS, INC. | $1.9M | 0.3% | +0% | 80 |
| 118 |  $AA | Alcoa Corp | $1.8M | 0.3% | +7% | 66.2 |
| 119 |  $USB | US BANCORP DE | $1.8M | 0.3% | +1% | 71.4 |
| 120 |  $SPG | SIMON PROPERTY GROUP INC. | $1.8M | 0.3% | +13% | 76.9 |
| 121 |  $FITB | FIFTH THIRD BANCORP | $1.8M | 0.3% | -4% | — |
| 122 |  $ES | EVERSOURCE ENERGY | $1.8M | 0.3% | NEW | 67 |
| 123 |  $EXPE | Expedia Group, Inc. | $1.8M | 0.3% | +48% | 65.7 |
| 124 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $1.7M | 0.3% | +38% | 53.3 |
| 125 |  $ZM | Zoom Communications, Inc. | $1.7M | 0.3% | -44% | 72.4 |
| 126 |  $MATX | Matson, Inc. | $1.7M | 0.3% | NEW | 59.7 |
| 127 |  $NTAP | NetApp, Inc. | $1.7M | 0.3% | -0% | 75 |
| 128 |  $BKH | BLACK HILLS CORP /SD/ | $1.7M | 0.3% | +2% | 53.1 |
| 129 |  $KMX | CARMAX INC | $1.7M | 0.3% | NEW | 54.1 |
| 130 |  $NEM | NEWMONT Corp /DE/ | $1.7M | 0.3% | +7% | 88.3 |
| 131 |  $LVS | LAS VEGAS SANDS CORP | $1.7M | 0.3% | +737% | 73.7 |
| 132 |  $WTFC | WINTRUST FINANCIAL CORP | $1.7M | 0.3% | NEW | 34.1 |
| 133 |  $F | FORD MOTOR CO | $1.7M | 0.3% | +38% | 58.5 |
| 134 |  $KEYS | Keysight Technologies, Inc. | $1.6M | 0.3% | -37% | 72.3 |
| 135 |  $FCX | FREEPORT-MCMORAN INC | $1.6M | 0.3% | NEW | 73.1 |
| 136 |  $CSTM | CONSTELLIUM SE | $1.6M | 0.3% | -11% | 69.7 |
| 137 |  $VICI | VICI PROPERTIES INC. | $1.6M | 0.3% | +78% | 76.2 |
| 138 |  $CCL | Carnival Corp Ltd. | $1.6M | 0.3% | NEW | — |
| 139 |  $DDS | DILLARD'S, INC. | $1.6M | 0.3% | +19% | 67.7 |
| 140 |  $JCI | Johnson Controls International plc | $1.6M | 0.3% | +1% | — |
| 141 |  $AER | AerCap Holdings N.V. | $1.6M | 0.3% | +9% | — |
| 142 |  $CLX | CLOROX CO /DE/ | $1.6M | 0.3% | +26% | 63.5 |
| 143 |  $COHR | COHERENT CORP. | $1.5M | 0.3% | NEW | 64 |
| 144 |  $EBAY | EBAY INC | $1.5M | 0.3% | NEW | 69.3 |
| 145 |  $BWA | BORGWARNER INC | $1.5M | 0.3% | +20% | 57.2 |
| 146 |  $APP | AppLovin Corp | $1.5M | 0.3% | -26% | 86.8 |
| 147 |  $BKNG | Booking Holdings Inc. | $1.5M | 0.3% | +28% | 55.3 |
| 148 |  $DLR | DIGITAL REALTY TRUST, INC. | $1.5M | 0.3% | NEW | 70.2 |
| 149 |  $RNR | RENAISSANCERE HOLDINGS LTD | $1.5M | 0.3% | NEW | — |
| 150 |  $HL | HECLA MINING CO/DE/ | $1.5M | 0.2% | +46% | 73.6 |
| 151 |  $DD | DuPont de Nemours, Inc. | $1.5M | 0.2% | -1% | 31.1 |
| 152 |  $CCZ | COMCAST CORP | $1.5M | 0.2% | +3% | 70.4 |
| 153 |  $CDE | Coeur Mining, Inc. | $1.4M | 0.2% | +13% | 78.1 |
| 154 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.4M | 0.2% | -1% | 75.4 |
| 155 |  $ALB | ALBEMARLE CORP | $1.4M | 0.2% | -21% | 50.2 |
| 156 |  $GS | GOLDMAN SACHS GROUP INC | $1.4M | 0.2% | +229% | — |
| 157 |  $MET | METLIFE INC | $1.4M | 0.2% | -34% | 73.9 |
| 158 |  $HST | HOST HOTELS & RESORTS, INC. | $1.4M | 0.2% | +56% | 72.6 |
| 159 |  $EGP | EASTGROUP PROPERTIES INC | $1.4M | 0.2% | +13% | 72.4 |
| 160 |  $PLTR | Palantir Technologies Inc. | $1.4M | 0.2% | +439% | 85.8 |
| 161 |  $FR | FIRST INDUSTRIAL REALTY TRUST INC | $1.4M | 0.2% | NEW | 67.5 |
| 162 |  $SIG | SIGNET JEWELERS LTD | $1.3M | 0.2% | +2% | — |
| 163 |  $PTEN | PATTERSON UTI ENERGY INC | $1.3M | 0.2% | NEW | 50.1 |
| 164 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $1.3M | 0.2% | +0% | 59.5 |
| 165 |  $FE | FIRSTENERGY CORP | $1.3M | 0.2% | NEW | 61.6 |
| 166 |  $AVA | AVISTA CORP | $1.3M | 0.2% | -0% | 57.9 |
| 167 |  $ISRG | INTUITIVE SURGICAL INC | $1.3M | 0.2% | NEW | 81.4 |
| 168 |  $UNP | UNION PACIFIC CORP | $1.3M | 0.2% | +1% | 74 |
| 169 |  $ED | CONSOLIDATED EDISON INC | $1.3M | 0.2% | NEW | 71.6 |
| 170 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $1.3M | 0.2% | +1% | 70.4 |
| 171 |  $GD | GENERAL DYNAMICS CORP | $1.3M | 0.2% | -21% | 73 |
| 172 |  $SSNC | SS&C Technologies Holdings Inc | $1.2M | 0.2% | NEW | 67.2 |
| 173 |  $FTDR | Frontdoor, Inc. | $1.2M | 0.2% | +5% | 68.4 |
| 174 |  $OSCR | Oscar Health, Inc. | $1.2M | 0.2% | NEW | 70.4 |
| 175 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.2M | 0.2% | -5% | 64.5 |
| 176 |  $ROK | ROCKWELL AUTOMATION, INC | $1.2M | 0.2% | -52% | 68.2 |
| 177 |  $LDOS | Leidos Holdings, Inc. | $1.1M | 0.2% | +186% | 73.4 |
| 178 |  $MTB | M&T BANK CORP | $1.1M | 0.2% | -44% | 64.1 |
| 179 |  $JLL | JONES LANG LASALLE INC | $1.1M | 0.2% | NEW | 59.8 |
| 180 |  $TSN | TYSON FOODS, INC. | $1.1M | 0.2% | +74% | 51.9 |
| 181 |  $DAL | DELTA AIR LINES, INC. | $1.1M | 0.2% | -33% | 64.4 |
| 182 |  $EPR | EPR PROPERTIES | $1.1M | 0.2% | NEW | 64 |
| 183 |  $AHR | American Healthcare REIT, Inc. | $1.1M | 0.2% | +20% | 63.7 |
| 184 |  $FERG | Ferguson Enterprises Inc. /DE/ | $1.1M | 0.2% | -21% | 58.9 |
| 185 |  $ETSY | ETSY INC | $1.0M | 0.2% | NEW | 50.4 |
| 186 |  $VTRS | Viatris Inc | $1.0M | 0.2% | NEW | 47.1 |
| 187 |  $UAL | United Airlines Holdings, Inc. | $981,558 | 0.2% | -8% | 61.3 |
| 188 |  $DINO | HF Sinclair Corp | $976,279 | 0.2% | -53% | 54 |
| 189 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $957,152 | 0.2% | NEW | 56.5 |
| 190 |  $TSLA | Tesla, Inc. | $920,081 | 0.1% | -6% | 50.1 |
| 191 |  $G | Genpact LTD | $903,536 | 0.1% | +2% | — |
| 192 |  $CVS | CVS HEALTH Corp | $863,692 | 0.1% | -54% | 51.3 |
| 193 |  $PII | Polaris Inc. | $860,998 | 0.1% | +1% | 34.3 |
| 194 |  $GTX | Garrett Motion Inc. | $834,948 | 0.1% | +1% | 59.6 |
| 195 |  $LAMR | LAMAR ADVERTISING CO/NEW | $806,824 | 0.1% | NEW | 67.8 |
| 196 |  $AMP | AMERIPRISE FINANCIAL INC | $771,077 | 0.1% | NEW | 70.2 |
| 197 |  $TPR | TAPESTRY, INC. | $759,454 | 0.1% | -22% | 76.4 |
| 198 |  $CVX | CHEVRON CORP | $730,492 | 0.1% | -4% | 54.7 |
| 199 |  $HAS | HASBRO, INC. | $714,449 | 0.1% | +23% | 43.1 |
| 200 |  $WM | WASTE MANAGEMENT INC | $710,917 | 0.1% | NEW | 70.7 |
| 201 |  $IBP | Installed Building Products, Inc. | $694,163 | 0.1% | +23% | 62.4 |
| 202 |  $COKE | Coca-Cola Consolidated, Inc. | $687,580 | 0.1% | -28% | 65.1 |
| 203 |  $LLY | ELI LILLY & Co | $687,182 | 0.1% | -7% | 89.3 |
| 204 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $666,239 | 0.1% | -25% | 63.2 |
| 205 |  $UNH | UNITEDHEALTH GROUP INC | $614,881 | 0.1% | -3% | 66.8 |
| 206 |  $COST | COSTCO WHOLESALE CORP /NEW | $567,629 | 0.1% | -5% | 67 |
| 207 |  $V | VISA INC. | $552,137 | 0.1% | -6% | 83.5 |
| 208 |  $CAT | CATERPILLAR INC | $499,830 | 0.1% | -86% | 67.8 |
| 209 |  $PG | PROCTER & GAMBLE Co | $441,763 | 0.1% | -4% | 72.9 |
| 210 |  $MA | Mastercard Inc | $412,749 | 0.1% | -7% | 81.7 |
| 211 |  $AMAT | APPLIED MATERIALS INC /DE | $372,396 | 0.1% | -7% | 74.8 |
| 212 |  $PEP | PEPSICO INC | $356,220 | 0.1% | -4% | 62.7 |
| 213 |  $COP | CONOCOPHILLIPS | $351,043 | 0.1% | -3% | 74.8 |
| 214 |  $KO | COCA COLA CO | $345,533 | 0.1% | -5% | 74 |
| 215 |  $NFLX | NETFLIX INC | $322,199 | 0.1% | -8% | 86.7 |
| 216 |  $AXP | AMERICAN EXPRESS CO | $314,608 | 0.1% | -4% | 73.2 |
| 217 |  $INTC | INTEL CORP | $313,015 | 0.1% | -4% | 41.5 |
| 218 |  $PFE | PFIZER INC | $312,799 | 0.1% | -3% | 69 |
| 219 |  $AMGN | AMGEN INC | $311,270 | 0.1% | -4% | 79.5 |
| 220 |  $ORCL | ORACLE CORP | $295,005 | 0.1% | -5% | 67.2 |
| 221 |  $LIN | LINDE PLC | $270,904 | 0.0% | -6% | — |
| 222 |  $TJX | TJX COMPANIES INC /DE/ | $261,904 | 0.0% | -5% | 70.7 |
| 223 |  $KR | KROGER CO | $256,015 | 0.0% | -7% | 51.1 |
| 224 |  $TMUS | T-Mobile US, Inc. | $243,728 | 0.0% | -3% | 72.7 |
| 225 |  $WBD | Warner Bros. Discovery, Inc. | $241,154 | 0.0% | +9% | 42.1 |
| 226 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $238,095 | 0.0% | -5% | 63.7 |
| 227 |  $DIS | Walt Disney Co | $232,668 | 0.0% | -5% | 68.9 |
| 228 |  $GE | GENERAL ELECTRIC CO | $227,417 | 0.0% | -9% | 74.8 |
| 229 |  $ABT | ABBOTT LABORATORIES | $223,329 | 0.0% | -5% | 67 |
| 230 |  $GEV | GE Vernova Inc. | $222,604 | 0.0% | NEW | 70.1 |
| 231 |  $COF | CAPITAL ONE FINANCIAL CORP | $217,245 | 0.0% | -5% | 71 |
| 232 |  $CRM | Salesforce, Inc. | $204,647 | 0.0% | -89% | 75.2 |
| 233 |  $HCA | HCA Healthcare, Inc. | $202,360 | 0.0% | -86% | 70.5 |
| 234 |  $STLA | Stellantis N.V. | $94,141 | 0.0% | +0% | — |
| 235 |  $CLVT | CLARIVATE PLC | $40,571 | 0.0% | +0% | — |
New Positions (47)
$SNDK Sandisk Corp$6.1M$WDC WESTERN DIGITAL CORP$5.5M$NTRS NORTHERN TRUST CORP$5.0M$FTNT Fortinet, Inc.$4.6M$PATH UiPath, Inc.$4.4M$TDC TERADATA CORP /DE/$4.3M$SPHR Sphere Entertainment Co.$3.9M$SNEX StoneX Group Inc.$3.8M$DTB DTE ENERGY CO$3.1M$AMKR AMKOR TECHNOLOGY, INC.$2.8M$LXP LXP Industrial Trust$2.8M$DAR DARLING INGREDIENTS INC.$2.6M$FDX FEDEX CORP$2.6M$EME EMCOR Group, Inc.$2.3M$FIX COMFORT SYSTEMS USA INC$2.2MExited Positions (54)
$APH AMPHENOL CORP /DE/
$ADBE ADOBE INC.
$KD Kyndryl Holdings, Inc.
$LAD LITHIA MOTORS INC
$CRDO Credo Technology Group Holding Ltd
$FOX Fox Corp
$SEIC SEI INVESTMENTS CO
$GDDY GoDaddy Inc.
$RYN RAYONIER INC
$HPE Hewlett Packard Enterprise Co
$XYZ Block, Inc.
$HBAN HUNTINGTON BANCSHARES INC /MD/
$BG Bunge Global SA
$CHRW C. H. ROBINSON WORLDWIDE, INC.
$PRIM Primoris Services CorpBrowse Top Institutional Investors
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