Convergence Financial, LLC
Net buyer this quarter
$1.26B
185
+$128M
19.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 JAVA | $43.8M | 3.49% | Not reported | +56.8% | Q4 2023 |
 CGCP | $32M | 2.54% | Not reported | +160.4% | Q3 2024 |
 SPAB | $25.5M | 2.03% | Not reported | -64.5% | Q4 2021 |
 IDEV | $22.6M | 1.80% | Not reported | +98.8% | Q3 2025 |
 NVDA | $22.5M | 1.79% | 0.00% | +93.6% | Q2 2024 |
 AAPL | $22.2M | 1.76% | 0.00% | +94.7% | Q3 2022 |
 GOOGL | $19.3M | 1.53% | 0.00% | +89.7% | Q4 2022 |
 MSFT | $18.1M | 1.44% | 0.00% | +31.1% | Q4 2023 |
 AVGO | $17.9M | 1.42% | 0.00% | +93.3% | Q2 2024 |
 TSLA | $15.8M | 1.26% | 0.00% | -34.7% | Q4 2021 |
 AMZN | $15M | 1.20% | 0.00% | +101.3% | Q4 2022 |
 WINN | $13.1M | 1.04% | Not reported | +90.8% | Q4 2024 |
 DIAL | $12.4M | 0.98% | Not reported | +1.8% | Q3 2025 |
 META | $12.1M | 0.96% | Not reported | -1.9% | Q2 2024 |
 SOFI | $10.8M | 0.86% | 0.05% | Not reported | Q4 2021 |
 LLY | $10.2M | 0.81% | 0.00% | +95.1% | Q2 2024 |
 MU | $8.88M | 0.71% | 0.00% | +442.8% | Q4 2025 |
 CRWD | $7.56M | 0.60% | 0.00% | -4.3% | Q1 2025 |
 GEV | $7.48M | 0.59% | 0.00% | +60.8% | Q4 2025 |
 JPM | $7.04M | 0.56% | 0.00% | +89.9% | Q2 2024 |
 AME | $5.47M | 0.43% | 0.01% | +89.1% | Q2 2024 |
 COST | $4.98M | 0.40% | 0.00% | -2.8% | Q1 2024 |
 GS | $4.97M | 0.40% | 0.00% | +89.6% | Q2 2024 |
| IBIT | $4.88M | 0.39% | 0.01% | +107.8% | Q4 2024 |
 GBTC | $4.67M | 0.37% | 0.05% | +100.0% | Q1 2024 |
 BRK.B | $4.65M | 0.37% | Not reported | +83.4% | Q4 2021 |
 SPCX | $4.57M | 0.36% | Not reported | New | Q2 2026 |
 ALL | $3.97M | 0.32% | 0.01% | +85.8% | Q2 2024 |
 LOW | $3.58M | 0.28% | 0.00% | +82.1% | Q2 2024 |
 PG | $3.52M | 0.28% | 0.00% | +90.9% | Q2 2024 |
 ARM | $3.51M | 0.28% | 0.00% | +43.6% | Q2 2024 |
| DUK | $3.41M | 0.27% | 0.00% | -4.7% | Q2 2024 |
 MPC | $3.07M | 0.24% | 0.00% | +91.9% | Q2 2024 |
| SPY | $2.95M | 0.23% | Not reported | -50.9% | Q2 2022 |
 ULTA | $2.71M | 0.22% | 0.01% | -7.0% | Q2 2024 |
 PLTR | $2.55M | 0.20% | 0.00% | +95.1% | Q3 2025 |
 WMT | $2.54M | 0.20% | 0.00% | -20.9% | Q4 2023 |
 MRK | $2.51M | 0.20% | 0.00% | -12.5% | Q2 2024 |
 V | $2.48M | 0.20% | 0.00% | -1.5% | Q1 2024 |
| GOOG | $2.41M | 0.19% | Not reported | +173.6% | Q1 2024 |
 O | $2.4M | 0.19% | 0.00% | +87.6% | Q2 2024 |
 JNJ | $2.39M | 0.19% | 0.00% | +85.8% | Q2 2024 |
 TMO | $2.36M | 0.19% | 0.00% | -1.2% | Q2 2024 |
 LIN | $2.35M | 0.19% | 0.00% | +90.8% | Q2 2024 |
 GEN | $2.3M | 0.18% | 0.02% | +133.8% | Q2 2025 |
 AMD | $2.24M | 0.18% | 0.00% | +87.2% | Q4 2025 |
 UNH | $2.22M | 0.18% | 0.00% | +10.9% | Q2 2024 |
 MSI | $2.22M | 0.18% | 0.00% | -2.6% | Q1 2025 |
 CRM | $2.21M | 0.18% | 0.00% | +88.4% | Q2 2024 |
 URI | $2.16M | 0.17% | 0.00% | -11.8% | Q1 2026 |
| Q1 2026 | |||||
| SPAB | $72.1M | 7.65% | Not reported | +116.9% | Q4 2021 |
| JAVA | $25.3M | 2.69% | Not reported | -2.6% | Q4 2023 |
| TSLA | $21.4M | 2.27% | 0.00% | +120.1% | Q4 2021 |
| MSFT | $13.7M | 1.45% | 0.00% | +119.8% | Q4 2023 |
| META | $12.5M | 1.33% | Not reported | +200.1% | Q2 2024 |
| CGCP | $12.3M | 1.31% | Not reported | +2.9% | Q3 2024 |
| DIAL | $12.1M | 1.28% | Not reported | +104.7% | Q3 2025 |
| IDEV | $10.7M | 1.14% | Not reported | +7.0% | Q3 2025 |
| NVDA | $10.2M | 1.08% | 0.00% | -6.8% | Q2 2024 |
| AAPL | $10M | 1.06% | 0.00% | -2.5% | Q3 2022 |
| GOOGL | $8.19M | 0.87% | 0.00% | -7.1% | Q4 2022 |
| AVGO | $7.58M | 0.80% | 0.00% | -5.2% | Q2 2024 |
| AMZN | $6.54M | 0.69% | 0.00% | -1.4% | Q4 2022 |
| WINN | $5.86M | 0.62% | Not reported | +97.9% | Q4 2024 |
| COST | $5.46M | 0.58% | 0.00% | +102.9% | Q1 2024 |
| SPY | $5.23M | 0.55% | Not reported | +99.6% | Q2 2022 |
| CRWD | $4.04M | 0.43% | 0.00% | +111.8% | Q1 2025 |
| LLY | $4.01M | 0.43% | 0.00% | -2.2% | Q2 2024 |
| DUK | $3.7M | 0.39% | 0.00% | +95.2% | Q2 2024 |
| WMT | $3.54M | 0.38% | 0.00% | +76.6% | Q4 2023 |
| GEV | $3.46M | 0.37% | 0.00% | -4.3% | Q4 2025 |
| ULTA | $3.37M | 0.36% | 0.01% | +94.7% | Q2 2024 |
| JPM | $3.33M | 0.35% | 0.00% | -26.8% | Q2 2024 |
 COP | $3.07M | 0.33% | 0.00% | +917.9% | Q1 2025 |
 UI | $3.05M | 0.32% | 0.01% | Not reported | Q2 2025 |
| IBIT | $2.71M | 0.29% | 0.01% | +10.9% | Q4 2024 |
| GBTC | $2.7M | 0.29% | 0.03% | -0.4% | Q1 2024 |
| MRK | $2.69M | 0.28% | 0.00% | +89.6% | Q2 2024 |
| AME | $2.56M | 0.27% | 0.01% | -3.0% | Q2 2024 |
| BRK.B | $2.43M | 0.26% | Not reported | -15.4% | Q4 2021 |
| MSI | $2.38M | 0.25% | 0.00% | +116.7% | Q1 2025 |
| TMO | $2.34M | 0.25% | 0.00% | +97.1% | Q2 2024 |
| V | $2.22M | 0.24% | 0.00% | +94.2% | Q1 2024 |
| GS | $2.19M | 0.23% | 0.00% | -5.7% | Q2 2024 |
 DE | $2.12M | 0.23% | 0.00% | +70.9% | Q2 2024 |
| LOW | $2.11M | 0.22% | 0.00% | +0.3% | Q2 2024 |
| ALL | $1.86M | 0.20% | 0.00% | -1.6% | Q2 2024 |
| PG | $1.81M | 0.19% | 0.00% | +0.9% | Q2 2024 |
 BAP | $1.79M | 0.19% | 0.01% | +92.1% | Q4 2025 |
 DOV | $1.69M | 0.18% | 0.01% | +99.2% | Q1 2025 |
| PLTR | $1.64M | 0.17% | 0.00% | +4.2% | Q3 2025 |
| URI | $1.58M | 0.17% | 0.00% | New | Q1 2026 |
| MPC | $1.53M | 0.16% | 0.00% | -5.2% | Q2 2024 |
 VZ | $1.43M | 0.15% | 0.00% | +93.9% | Q2 2024 |
 CVX | $1.41M | 0.15% | 0.00% | +38.3% | Q2 2024 |
| CRM | $1.4M | 0.15% | 0.00% | -0.8% | Q2 2024 |
| UNH | $1.32M | 0.14% | 0.00% | +519.3% | Q2 2024 |
| O | $1.27M | 0.13% | 0.00% | -0.8% | Q2 2024 |
 CNA | $1.26M | 0.13% | 0.01% | +95.7% | Q1 2025 |
| JNJ | $1.24M | 0.13% | 0.00% | -8.2% | Q2 2024 |
| Q4 2025 | |||||
| SPAB | $33.4M | 4.88% | Not reported | +5.4% | Q4 2021 |
| JAVA | $25.9M | 3.78% | Not reported | +1.2% | Q4 2023 |
| CGCP | $12.1M | 1.77% | Not reported | +3.8% | Q3 2024 |
| TSLA | $11.8M | 1.72% | 0.00% | -10.3% | Q4 2021 |
| NVDA | $11.6M | 1.70% | 0.00% | -4.9% | Q2 2024 |
| AAPL | $11M | 1.60% | 0.00% | -3.8% | Q3 2022 |
| IDEV | $9.84M | 1.44% | Not reported | +5.4% | Q3 2025 |
| GOOGL | $9.58M | 1.40% | 0.00% | -1.3% | Q4 2022 |
| AVGO | $8.93M | 1.30% | 0.00% | -0.6% | Q2 2024 |
| MSFT | $8.13M | 1.19% | 0.00% | +1.1% | Q4 2023 |
| AMZN | $7.33M | 1.07% | 0.00% | +0.8% | Q4 2022 |
| DIAL | $5.99M | 0.87% | Not reported | +3.6% | Q3 2025 |
| JPM | $4.99M | 0.73% | 0.00% | +1.9% | Q2 2024 |
| META | $4.81M | 0.70% | Not reported | +1.1% | Q2 2024 |
| LLY | $4.79M | 0.70% | 0.00% | +1.3% | Q2 2024 |
| GBTC | $3.52M | 0.51% | 0.02% | Not reported | Q1 2024 |
| WINN | $3.32M | 0.48% | Not reported | +20.0% | Q4 2024 |
| IBIT | $3.16M | 0.46% | 0.00% | +23.9% | Q4 2024 |
| BRK.B | $3.01M | 0.44% | Not reported | +2.0% | Q4 2021 |
| SPY | $2.75M | 0.40% | Not reported | -61.5% | Q2 2022 |
| GEV | $2.7M | 0.39% | 0.00% | New | Q4 2025 |
| AME | $2.53M | 0.37% | 0.01% | +6.2% | Q2 2024 |
| GS | $2.42M | 0.35% | 0.00% | -2.3% | Q2 2024 |
| COST | $2.33M | 0.34% | 0.00% | -2.0% | Q1 2024 |
| CRWD | $2.29M | 0.33% | 0.00% | +215.0% | Q1 2025 |
| LOW | $2.14M | 0.31% | 0.00% | +4.8% | Q2 2024 |
| ULTA | $2M | 0.29% | 0.01% | +2.2% | Q2 2024 |
| CRM | $2M | 0.29% | 0.00% | +10.4% | Q2 2024 |
| PLTR | $1.91M | 0.28% | 0.00% | +3.2% | Q3 2025 |
| ALL | $1.9M | 0.28% | 0.00% | +1.0% | Q2 2024 |
 IBM | $1.83M | 0.27% | 0.00% | -3.0% | Q2 2024 |
 NOW | $1.8M | 0.26% | 0.00% | -2.4% | Q2 2024 |
| WMT | $1.79M | 0.26% | 0.00% | +9.5% | Q4 2023 |
| PG | $1.78M | 0.26% | 0.00% | +0.1% | Q2 2024 |
| DUK | $1.7M | 0.25% | 0.00% | +6.6% | Q2 2024 |
| TMO | $1.4M | 0.20% | 0.00% | +3.8% | Q2 2024 |
| V | $1.33M | 0.19% | 0.00% | -5.5% | Q1 2024 |
 INTU | $1.24M | 0.18% | 0.00% | -11.7% | Q2 2025 |
| MRK | $1.24M | 0.18% | 0.00% | -0.1% | Q2 2024 |
| O | $1.18M | 0.17% | 0.00% | +0.9% | Q2 2024 |
| JNJ | $1.14M | 0.17% | 0.00% | -3.5% | Q2 2024 |
| GEN | $1.1M | 0.16% | 0.01% | -0.1% | Q2 2025 |
 ACN | $1.08M | 0.16% | 0.00% | -0.2% | Q2 2024 |
| MPC | $1.07M | 0.16% | 0.00% | +3.2% | Q2 2024 |
| LIN | $1.04M | 0.15% | 0.00% | +19.3% | Q2 2024 |
| DE | $1.02M | 0.15% | 0.00% | -4.0% | Q2 2024 |
| MSI | $970K | 0.14% | 0.00% | -0.7% | Q1 2025 |
 ORLY | $906K | 0.13% | 0.00% | -0.4% | Q4 2024 |
 PANW | $904K | 0.13% | 0.00% | +3.8% | Q2 2024 |
 ELV | $831K | 0.12% | 0.00% | +1.0% | Q2 2024 |
| Q3 2025 | |||||
| SPAB | $31.9M | 4.78% | Not reported | +9.6% | Q4 2021 |
| JAVA | $24.6M | 3.70% | Not reported | +8.2% | Q4 2023 |
| TSLA | $13M | 1.95% | 0.00% | +0.7% | Q4 2021 |
| NVDA | $12.3M | 1.84% | 0.00% | -7.4% | Q2 2024 |
| CGCP | $11.7M | 1.76% | Not reported | +6.6% | Q3 2024 |
| AAPL | $10.7M | 1.60% | 0.00% | -3.3% | Q3 2022 |
| IDEV | $9.08M | 1.36% | Not reported | New | Q3 2025 |
| MSFT | $8.61M | 1.29% | 0.00% | +0.4% | Q4 2023 |
| AVGO | $8.56M | 1.29% | 0.00% | -2.9% | Q2 2024 |
| GOOGL | $7.54M | 1.13% | 0.00% | -0.6% | Q4 2022 |
| SPY | $6.98M | 1.05% | Not reported | +0.4% | Q2 2022 |
| AMZN | $6.93M | 1.04% | 0.00% | -3.5% | Q4 2022 |
| DIAL | $5.82M | 0.87% | Not reported | New | Q3 2025 |
| META | $5.29M | 0.79% | Not reported | +4.2% | Q2 2024 |
| JPM | $4.79M | 0.72% | 0.00% | -1.9% | Q2 2024 |
| GBTC | $4.62M | 0.69% | 0.02% | -0.4% | Q1 2024 |
| LLY | $3.36M | 0.50% | 0.00% | +3.1% | Q2 2024 |
| IBIT | $3.34M | 0.50% | 0.00% | +8.0% | Q4 2024 |
| BRK.B | $2.95M | 0.44% | Not reported | -0.1% | Q4 2021 |
| WINN | $2.77M | 0.42% | Not reported | +46.7% | Q4 2024 |
| COST | $2.55M | 0.38% | 0.00% | +0.9% | Q1 2024 |
 FTNT | $2.51M | 0.38% | 0.00% | +0.2% | Q2 2024 |
 UNP | $2.3M | 0.34% | 0.00% | -0.2% | Q2 2024 |
| GS | $2.24M | 0.34% | 0.00% | +0.6% | Q2 2024 |
| NOW | $2.22M | 0.33% | 0.00% | -0.4% | Q2 2024 |
| AME | $2.18M | 0.33% | 0.01% | +4.5% | Q2 2024 |
| LOW | $2.13M | 0.32% | 0.00% | 0.0% | Q2 2024 |
| ALL | $1.94M | 0.29% | 0.00% | +1.9% | Q2 2024 |
| PG | $1.91M | 0.29% | 0.00% | -1.2% | Q2 2024 |
| PLTR | $1.9M | 0.29% | 0.00% | New | Q3 2025 |
| IBM | $1.8M | 0.27% | 0.00% | +276.7% | Q2 2024 |
| ULTA | $1.77M | 0.27% | 0.01% | -0.4% | Q2 2024 |
| DUK | $1.68M | 0.25% | 0.00% | +2.4% | Q2 2024 |
| CRM | $1.62M | 0.24% | 0.00% | +4.7% | Q2 2024 |
| WMT | $1.51M | 0.23% | 0.00% | +9.1% | Q4 2023 |
| INTU | $1.45M | 0.22% | 0.00% | -2.5% | Q2 2025 |
| V | $1.36M | 0.20% | 0.00% | +2.2% | Q1 2024 |
| O | $1.26M | 0.19% | 0.00% | +2.3% | Q2 2024 |
| MPC | $1.23M | 0.19% | 0.00% | +0.7% | Q2 2024 |
| MSI | $1.17M | 0.18% | 0.00% | +39.1% | Q1 2025 |
| GEN | $1.15M | 0.17% | 0.01% | +41.8% | Q2 2025 |
| TMO | $1.13M | 0.17% | 0.00% | -1.1% | Q2 2024 |
 FISV | $1.12M | 0.17% | 0.00% | +1.2% | Q2 2024 |
| ORLY | $1.08M | 0.16% | 0.00% | +22.8% | Q4 2024 |
| ARM | $1.07M | 0.16% | 0.00% | +0.8% | Q2 2024 |
| JNJ | $1.06M | 0.16% | 0.00% | -9.6% | Q2 2024 |
 MSTR | $1.05M | 0.16% | Not reported | +3.2% | Q4 2024 |
| DE | $1.05M | 0.16% | 0.00% | -1.2% | Q2 2024 |
 MCY | $1.03M | 0.15% | 0.02% | +45.2% | Q1 2025 |
| ACN | $999K | 0.15% | 0.00% | +43.3% | Q2 2024 |