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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Allspring Global Investments Holdings, LLCQuantinno Capital Management LP

60Shared positions
44.8%Name overlap (Jaccard)
15+Only Allspring…
15+Only Quantinno…

Shared holdings · Q2 2026

SecurityAllspring Global… weightQuantinno Capital… weight
NVDA NVIDIA Corporation 2.7% 5.6%
AAPL Apple Inc. 2.3% 4.9%
MSFT Microsoft Corporation 1.6% 2.1%
AMZN Amazon.com, Inc. 1.7% 1.9%
GOOGL Alphabet Inc. 1.5% 1.9%
AVGO Broadcom Inc. 1.8% 1.3%
GOOG Alphabet Inc. 1.1% 1.6%
META Meta Platforms, Inc. 0.8% 1.2%
MU Micron Technology, Inc. 0.8% 1.0%
AMD Advanced Micro Devices… 0.7% 0.7%
LLY Eli Lilly and Company 0.6% 0.8%
VOO Vanguard S&P 500 ETF 0.5% 0.6%
BRK-B Berkshire Hathaway Inc. 0.3% 0.9%
TSLA Tesla, Inc. 0.2% 0.9%
JPM JPMorgan Chase & Co. 0.3% 0.7%
Q Qnity Electronics, Inc. 1.0% 0.1%
AEP American Electric Power… 0.9% 0.1%
LH Labcorp Holdings Inc. 1.0% 0.0%
KEYS Keysight Technologies… 0.8% 0.2%
IVV iShares Core S&P 500 ETF 0.5% 0.5%
V Visa Inc. 0.4% 0.5%
LRCX Lam Research Corporation 0.4% 0.6%
TSM Taiwan Semiconductor… 0.7% 0.2%
RSG Republic Services, Inc. 0.8% 0.1%
SPY State Street SPDR S&P 500… 0.0% 0.8%
OKTA Okta, Inc. 0.8% 0.1%
KLAC KLA Corporation 0.5% 0.3%
FE FirstEnergy Corp. 0.8% 0.0%
CHD Church & Dwight Co., Inc. 0.8% 0.0%
JNJ Johnson & Johnson 0.3% 0.5%
BKR Baker Hughes Company 0.7% 0.0%
WMT Walmart Inc. 0.3% 0.4%
VLO Valero Energy Corporation 0.7% 0.1%
GE GE Aerospace 0.5% 0.3%
RPM RPM International Inc. 0.7% 0.1%
FITB Fifth Third Bancorp 0.7% 0.1%
CRL Charles River… 0.7% 0.1%
CDW CDW Corporation 0.7% 0.1%
SARO StandardAero, Inc. 0.7% 0.0%
CP Canadian Pacific Kansas… 0.7% 0.0%
KDP Keurig Dr Pepper Inc. 0.7% 0.0%
COST Costco Wholesale… 0.3% 0.4%
C Citigroup Inc. 0.4% 0.3%
ACGL Arch Capital Group Ltd. 0.6% 0.0%
VMC Vulcan Materials Company 0.6% 0.0%
MA Mastercard Incorporated 0.3% 0.3%
ANET Arista Networks, Inc. 0.4% 0.2%
APH Amphenol Corporation 0.4% 0.2%
XONA.DE Exxon Mobil Corporation 0.2% 0.4%
CBRE CBRE Group, Inc. 0.5% 0.0%
CSCO Cisco Systems, Inc. 0.1% 0.4%
EOG EOG Resources, Inc. 0.5% 0.1%
VTI Vanguard Morningstar… 0.1% 0.5%
IEFA iShares Core MSCI EAFE ETF 0.5% 0.0%
AER AerCap Holdings N.V. 0.5% 0.0%
L Loews Corporation 0.5% 0.1%
INTC Intel Corp. 0.1% 0.5%
TTC The Toro Company 0.4% 0.1%
ON ON Semiconductor… 0.4% 0.1%
AWK American Water Works… 0.5% 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology