Institutional Fund
Convergence Financial, LLC
Columbia, MOCIK 20340015 filings on record
Portfolio Value
$943.13M
Q1 2026
Holdings
217
Reported positions
New Buys
43
Opened this quarter
QoQ Change
+37.6%
from $685.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust9.6%
- Spdr Series Trust7.6%
- Spdr Series Trust6.5%
- Spdr Series Trust5.6%
- Spdr Series Trust5.4%
- Spdr Series Trust5.2%
- Other59.9%
Portfolio Holdings
217 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.60M | $90.92M | 9.6% | +894.2K | Added |
| 2 | Spdr Series Trust | 2.82M | $72.12M | 7.6% | +1.52M | Added |
| 3 | Spdr Series Trust | 673.3K | $61.70M | 6.5% | +324.1K | Added |
| 4 | Spdr Series Trust | 548.8K | $52.88M | 5.6% | +279.7K | Added |
| 5 | Spdr Series Trust | 601.3K | $51.35M | 5.4% | +294.9K | Added |
| 6 | Spdr Series Trust | 499.4K | $49.35M | 5.2% | −43.3K | Reduced |
| 7 | J P Morgan Exchange Traded F | 352.0K | $25.34M | 2.7% | −9.5K | Reduced |
| 8 | Simplify Exchange Traded Fun | 462.5K | $22.88M | 2.4% | +69.6K | Added |
| 9 | Tesla Inc | 57.5K | $21.40M | 2.3% | +31.4K | Added |
| 10 | Ishares Tr | 88.3K | $21.37M | 2.3% | +4.5K | Added |
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