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Compare Managers

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

Baird Financial Group, Inc. ⇄ Stifel Financial Corp

60Shared positions
45.4%Name overlap (Jaccard)
15+Only Baird…
15+Only Stifel…

Shared holdings · Q2 2026

SecurityBaird Financial… weightStifel Financial… weight
AAPL Apple Inc. 4.0% 2.7%
MSFT Microsoft Corporation 3.0% 2.0%
NVDA NVIDIA Corporation 1.4% 2.8%
JPM JPMorgan Chase & Co. 3.1% 1.1%
GOOG Alphabet Inc. 3.0% 1.0%
AMZN Amazon.com, Inc. 1.9% 1.7%
VEA Vanguard FTSE Developed… 2.2% 0.5%
GOOGL Alphabet Inc. 1.0% 1.7%
JNJ Johnson & Johnson 1.7% 0.9%
GEV GE Vernova Inc. 2.3% 0.3%
AVGO Broadcom Inc. 1.0% 1.4%
IWF iShares Russell 1000… 2.0% 0.5%
IWD iShares Russell 1000… 2.1% 0.4%
BRK-B Berkshire Hathaway Inc. 1.9% 0.3%
HD The Home Depot, Inc. 1.4% 0.8%
GE GE Aerospace 1.9% 0.3%
META Meta Platforms, Inc. 1.3% 0.6%
VOO Vanguard S&P 500 ETF 0.9% 1.0%
IEFA iShares Core MSCI EAFE ETF 0.9% 0.9%
CSCO Cisco Systems, Inc. 0.4% 1.2%
IWR iShares Russell Mid-Cap… 1.6% 0.0%
SPY State Street SPDR S&P 500… 0.6% 1.0%
IJR iShares Core S&P… 1.3% 0.1%
IVV iShares Core S&P 500 ETF 0.9% 0.6%
ABBV AbbVie Inc. 0.7% 0.8%
V Visa Inc. 0.5% 0.9%
PH Parker-Hannifin… 1.2% 0.2%
PGR The Progressive… 1.3% 0.1%
COST Costco Wholesale… 0.8% 0.5%
TJX The TJX Companies, Inc. 0.9% 0.4%
LLY Eli Lilly and Company 0.5% 0.8%
UNP Union Pacific Corporation 0.8% 0.5%
SCHW The Charles Schwab… 1.1% 0.1%
FAST Fastenal Company 1.0% 0.1%
UBER Uber Technologies, Inc. 0.9% 0.2%
TSM Taiwan Semiconductor… 0.6% 0.5%
IVW iShares S&P 500 Growth ETF 0.1% 0.9%
MRK Merck & Co., Inc. 0.2% 0.9%
ORLY O'Reilly Automotive, Inc. 0.9% 0.2%
QQQ Invesco QQQ Trust, Series… 0.4% 0.6%
CAT Caterpillar Inc. 0.4% 0.5%
TEL TE Connectivity plc 0.9% 0.0%
APH Amphenol Corporation 0.4% 0.6%
VGSH Vanguard Short-Term… 0.9% 0.0%
PEP PepsiCo, Inc. 0.2% 0.7%
VCIT Vanguard… 0.8% 0.1%
VWO Vanguard FTSE Emerging… 0.6% 0.3%
WFC Wells Fargo & Company 0.7% 0.2%
PG The Procter & Gamble… 0.3% 0.6%
TXN Texas Instruments… 0.2% 0.7%
PANW Palo Alto Networks, Inc. 0.2% 0.6%
CVX Chevron Corporation 0.4% 0.4%
VUG Vanguard Morningstar… 0.5% 0.3%
VTV Vanguard Morningstar… 0.5% 0.3%
ETN Eaton Corporation plc 0.3% 0.5%
BAC Bank of America… 0.5% 0.2%
IBM International Business… 0.1% 0.6%
IVE iShares S&P 500 Value ETF 0.1% 0.7%
DIS The Walt Disney Company 0.7% 0.1%
VEU Vanguard FTSE All-World… 0.5% 0.3%

Distinctively Baird Financial…

BEKE KE Holdings Inc. 0.1%
FCEL FuelCell Energy, Inc. 0.0%
VSXY Victoria's Secret &… 0.0%
SAGP 0.0%
TDC Teradata Corporation 0.0%
RGLO 0.0%
SAMM 0.0%
MCY Mercury General… 0.0%
ATOM 0.0%
DGCB 0.0%
RNG RingCentral, Inc. 0.0%
AMJB 0.0%
GIII G-III Apparel Group… 0.0%
JPIB 0.0%
JCE 0.0%

Distinctively Stifel Financial Corp

EUSA iShares MSCI USA… 0.2%
TBIL F/m US Treasury 3… 0.1%
BHVN Biohaven Ltd. 0.1%
LECO Lincoln Electric… 0.1%
MPLX MPLX Lp 0.1%
FEOE 0.1%
SHLD Global X - Defense… 0.0%
FTCB First Trust Core… 0.0%
BKDV BNY Mellon Dynamic… 0.0%
JGRO JPMorgan Active… 0.0%
PYLD PIMCO Multisector… 0.0%
IPAC iShares Core MSCI… 0.0%
WES Western Midstream… 0.0%
GBIL Goldman Sachs Access… 0.0%
MANE Veradermics… 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