Convergence Financial, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$581.6B

Holdings

178

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (178 positions)

#StockSharesValue% PortfolioType
101
MAMASTERCARD INCORPORATED
1,091$613.2M0.11%
102
RTXRTX CORPORATION
4,198$613.0M0.11%
103
AFLAFLAC INC
5,604$591.0M0.10%
104
VIGVANGUARD SPECIALIZED FUNDS
2,841$581.4M0.10%
105
UBERUBER TECHNOLOGIES INC
6,219$580.2M0.10%
106
BILSSPDR SERIES TRUST
5,705$567.2M0.10%
107
MCYMERCURY GENL CORP NEW
8,354$562.6M0.10%
108
BACVERIZON COMMUNICATIONS INC
12,047$521.3M0.09%
109
CATCATERPILLAR INC
1,312$509.4M0.09%
110
DISDISNEY WALT CO
4,054$502.8M0.09%
111
HONHONEYWELL INTL INC
2,157$502.4M0.09%
112
SPEMSPDR INDEX SHS FDS
11,694$499.8M0.09%
113
IBMINTERNATIONAL BUSINESS MACHS
1,692$498.8M0.09%
114
IBOCINTERNATIONAL BANCSHARES COR
7,442$495.3M0.09%
115
BTCGRAYSCALE BITCOIN MINI TR ET
10,291$491.4M0.08%
116
ESGRENSTAR GROUP LIMITED
1,418$477.0M0.08%
117
TXNTEXAS INSTRS INC
2,276$472.6M0.08%
118
ABTABBOTT LABS
3,459$470.5M0.08%
119
GOOGALPHABET INC
2,638$467.9M0.08%
120
CNACNA FINL CORP
9,691$450.9M0.08%
121
VOOVANGUARD INDEX FDS
773$439.0M0.08%
122
SPGIS&P GLOBAL INC
832$438.8M0.08%
123
AMGNAMGEN INC
1,561$435.8M0.07%
124
ABBVABBVIE INC
2,347$435.7M0.07%
125
VBVANGUARD INDEX FDS
1,823$432.0M0.07%
126
MCDMCDONALDS CORP
1,429$417.4M0.07%
127
COFCAPITAL ONE FINL CORP
1,958$416.6M0.07%
128
VTIVANGUARD INDEX FDS
1,359$413.1M0.07%
129
HRBBLOCK H & R INC
7,518$412.7M0.07%
130
NFLXNETFLIX INC
308$412.5M0.07%
131
BKNGBOOKING HOLDINGS INC
70$405.2M0.07%
132
VTVVANGUARD INDEX FDS
2,259$399.3M0.07%
133
NEENEXTERA ENERGY INC
5,717$396.9M0.07%
134
DORMDORMAN PRODS INC
3,189$391.2M0.07%
135
VOVANGUARD INDEX FDS
1,388$388.4M0.07%
136
APHAMPHENOL CORP NEW
3,897$384.8M0.07%
137
ABGCENCORA INC
1,281$384.1M0.07%
138
ROPROPER TECHNOLOGIES INC
677$383.8M0.07%
139
TMUST-MOBILE US INC
1,597$380.5M0.07%
140
NVSNNOVARTIS AG
3,015$364.8M0.06%
141
CSCOCISCO SYS INC
5,207$361.2M0.06%
142
FMCFMC CORP
8,585$358.4M0.06%
143
MUSAMURPHY USA INC
873$355.1M0.06%
144
ADIANALOG DEVICES INC
1,475$351.1M0.06%
145
TJXTJX COS INC NEW
2,806$346.5M0.06%
146
IUSGISHARES TR
2,242$337.2M0.06%
147
ADBEADOBE INC
851$329.2M0.06%
148
XOMEXXON MOBIL CORP
3,005$324.0M0.06%
149
JPMBJ P MORGAN EXCHANGE TRADED F
8,279$322.6M0.06%
150
NOCNORTHROP GRUMMAN CORP
642$321.2M0.06%
151
CITCINTAS CORP
1,438$320.5M0.06%
152
MDLZMONDELEZ INTL INC
4,657$314.1M0.05%
153
WMWASTE MGMT INC DEL
1,364$312.1M0.05%
154
RFREGIONS FINANCIAL CORP NEW
13,091$307.9M0.05%
155
TPRTAPESTRY INC
3,386$297.3M0.05%
156
WFCWELLS FARGO CO NEW
3,636$291.3M0.05%
157
TFCTRUIST FINL CORP
6,664$286.5M0.05%
158
ENBENBRIDGE INC
6,313$286.1M0.05%
159
HERDPACER FDS TR
7,091$282.4M0.05%
160
SDOGALPS ETF TR
4,889$281.0M0.05%
161
PEPPEPSICO INC
2,089$275.8M0.05%
162
MOALTRIA GROUP INC
4,611$270.4M0.05%
163
NDQINVESCO QQQ TR
488$269.4M0.05%
164
ARKKARK ETF TR
3,831$269.3M0.05%
165
VBKVANGUARD INDEX FDS
960$266.0M0.05%
166
GISGENERAL MLS INC
4,849$251.2M0.04%
167
BSXBOSTON SCIENTIFIC CORP
2,335$250.8M0.04%
168
BACBANK AMERICA CORP
5,273$249.5M0.04%
169
ITWILLINOIS TOOL WKS INC
972$240.2M0.04%
170
SPMDSPDR SERIES TRUST
4,019$218.6M0.04%
171
COPCONOCOPHILLIPS
2,407$216.0M0.04%
172
SPHQINVESCO EXCHANGE TRADED FD T
3,024$215.5M0.04%
173
KOFCOCA-COLA FEMSA SAB DE CV
2,212$214.0M0.04%
174
IWDISHARES TR
1,097$213.1M0.04%
175
HDHOME DEPOT INC
579$212.3M0.04%
176
FXLFIRST TR EXCHANGE TRADED FD
1,305$205.4M0.04%
177
OMCOMNICOM GROUP INC
2,840$204.3M0.04%
178
CBSHCOMMERCE BANCSHARES INC
3,268$203.2M0.03%
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