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Home > Institutional Investor > Convergence Financial, Llc > Profile

Instuitional Investor - Convergence Financial, Llc

Fund Profile
Filing Period:
Fund Name: Convergence Financial, Llc
Portfolio Value $1,257,635,508
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 817,671 $97,295,027 7.74%
2.
Spdr Series Trust
 KRE 1,211,498 $73,646,880 5.86%
3.
J P Morgan Exchange Traded F - ACTIVE VALUE ETF
 552,018 $43,835,613 3.49%
4.
Spdr Series Trust
 KRE 365,342 $43,523,256 3.46%
5.
Spdr Series Trust
 KRE 374,287 $41,954,075 3.34%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.