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Compare Managers

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

Assetmark, Inc ⇄ Rockefeller Capital Management L.P.

60Shared positions
59.2%Name overlap (Jaccard)
15+Only Assetmark, Inc
15+Only Rockefeller…

Shared holdings · Q2 2026

SecurityAssetmark, Inc weightRockefeller Capital… weight
MGK Vanguard Morningstar Mega… 6.4% 0.2%
VOO Vanguard S&P 500 ETF 4.8% 1.5%
NVDA NVIDIA Corporation 2.1% 2.8%
AAPL Apple Inc. 1.5% 3.1%
MGV Vanguard Morningstar Mega… 4.5% 0.1%
GOOGL Alphabet Inc. 1.7% 2.3%
MSFT Microsoft Corporation 1.3% 2.2%
SPY State Street SPDR S&P 500… 0.0% 3.2%
AMZN Amazon.com, Inc. 0.8% 2.2%
AVGO Broadcom Inc. 1.0% 1.7%
IVV iShares Core S&P 500 ETF 1.0% 1.4%
VBR Vanguard Morningstar… 2.0% 0.2%
IEFA iShares Core MSCI EAFE ETF 1.6% 0.5%
META Meta Platforms, Inc. 1.0% 0.9%
MINT PIMCO Enhanced Short… 1.8% 0.0%
JPM JPMorgan Chase & Co. 0.5% 1.2%
IEMG iShares Core MSCI… 1.4% 0.3%
VOE Vanguard Morningstar… 1.5% 0.1%
GOOG Alphabet Inc. 0.3% 1.2%
VTI Vanguard Morningstar… 0.8% 0.7%
QQQ Invesco QQQ Trust, Series… 0.0% 1.3%
MU Micron Technology, Inc. 0.7% 0.6%
VOT Vanguard Morningstar… 1.1% 0.2%
VTV Vanguard Morningstar… 0.7% 0.5%
VEA Vanguard FTSE Developed… 0.7% 0.5%
TSM Taiwan Semiconductor… 0.5% 0.7%
VBK Vanguard Morningstar… 1.0% 0.2%
LLY Eli Lilly and Company 0.1% 1.0%
GOVT iShares U.S. Treasury… 1.1% 0.0%
JNK State Street SPDR… 1.0% 0.0%
VUG Vanguard Morningstar… 0.5% 0.5%
SHYG iShares 0-5 Year High… 1.0% 0.0%
HYG iShares iBoxx $ High… 0.9% 0.0%
AMAT Applied Materials, Inc. 0.5% 0.5%
BND Vanguard Total Bond… 0.9% 0.0%
BIL State Street SPDR… 0.7% 0.2%
V Visa Inc. 0.2% 0.7%
USIG iShares Broad USD… 0.9% 0.0%
AMD Advanced Micro Devices… 0.2% 0.7%
IWF iShares Russell 1000… 0.0% 0.9%
SPTM State Street SPDR… 0.9% 0.0%
IEI iShares 3-7 Year Treasury… 0.8% 0.0%
GEV GE Vernova Inc. 0.0% 0.8%
XLK State Street Technology… 0.2% 0.6%
KLAC KLA Corporation 0.6% 0.2%
VMBS Vanguard Mortgage-Backed… 0.7% 0.1%
MTUM iShares MSCI USA Momentum… 0.7% 0.1%
IGIB iShares 5-10 Year… 0.7% 0.0%
MUB iShares National Muni… 0.6% 0.1%
COST Costco Wholesale… 0.1% 0.6%
IJR iShares Core S&P… 0.3% 0.4%
SHY iShares 1-3 Year Treasury… 0.6% 0.1%
BRK-B Berkshire Hathaway Inc. 0.2% 0.5%
CRWD CrowdStrike Holdings, Inc. 0.1% 0.6%
VGT Vanguard Information… 0.2% 0.4%
VXF Vanguard Extended Market… 0.6% 0.1%
PG The Procter & Gamble… 0.4% 0.3%
BNDX Vanguard Total… 0.6% 0.0%
HD The Home Depot, Inc. 0.0% 0.6%
VB Vanguard Morningstar… 0.4% 0.2%

Distinctively Assetmark, Inc

VCRB Vanguard Core Bond ETF 0.2%
USDU 0.1%
DFIS Dimensional -… 0.1%
CGGE Capital Group Global… 0.1%
CGHM Capital Group… 0.1%
XUDV 0.1%
CERY 0.0%
NBOS 0.0%
SMHX 0.0%
TRUT 0.0%
FLHY 0.0%
FLSP 0.0%
AFLG 0.0%
KAMO 0.0%
XIDV 0.0%

Distinctively Rockefeller Capital…

RGEF 1.0%
RSMC 0.9%
RMOP 0.4%
PAAA PGIM AAA CLO ETF 0.1%
CSMD 0.1%
GBDC Golub Capital BDC… 0.1%
CLSE 0.0%
HEDG 0.0%
INFL 0.0%
PULS PGIM Ultra Short Bond… 0.0%
PTCT PTC Therapeutics, Inc. 0.0%
ALLW 0.0%
WCMI 0.0%
UTI Universal Technical… 0.0%
KNG FT Cboe Vest S&P 500… 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