Long-term investor
Convergence Financial, LLC @convergencefinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002034001).
Record
- Tracked since 2025-06-30 (441 days), 160 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +6.9% · all +6.9%
- Max drawdown n/a · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYG · 7.7% · long · since 2025-12-31
- SPYV · 5.9% · long · since 2025-12-31
- JAVA · 3.5% · long · since 2025-12-31
- SLYG · 3.5% · long · since 2025-12-31
- MDYG · 3.3% · long · since 2025-12-31
- SLYV · 3.3% · long · since 2025-12-31
- MDYV · 3.2% · long · since 2025-12-31
- XLK · 3.2% · long · since 2025-12-31
- FLCO · 3.2% · long · since 2026-03-31
- TBLL · 2.9% · long · since 2025-12-31
- MTUM · 2.8% · long · since 2025-12-31
- CGCP · 2.5% · long · since 2025-12-31