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 (431 days), 160 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.5% · 6 months +6.5% · 1 year +12.9% · all +12.9%
  • Max drawdown -2.7% · Sharpe 0.68 · win rate 29% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A409 · 7.7% · long · since 2025-06-30
  • 78464A508 · 5.9% · long · since 2025-06-30
  • 46641Q167 · 3.5% · long · since 2025-06-30
  • 78464A201 · 3.5% · long · since 2025-06-30
  • 78464A821 · 3.3% · long · since 2025-06-30
  • 78464A300 · 3.3% · long · since 2025-06-30
  • 78464A839 · 3.2% · long · since 2025-06-30
  • 81369Y803 · 3.2% · long · since 2025-06-30
  • 35473P603 · 3.2% · long · since 2026-03-31
  • 46138G888 · 2.9% · long · since 2025-06-30
  • 46432F396 · 2.8% · long · since 2025-06-30
  • 14020Y102 · 2.5% · long · since 2025-06-30

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