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Compare Managers

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

Bank Julius Baer & Co. Ltd, Zurich ⇄ PFA Pension, Forsikringsaktieselskab

60Shared positions
35.2%Name overlap (Jaccard)
15+Only Bank Julius…
15+Only PFA Pension…

Shared holdings · Q2 2026

SecurityBank Julius Baer &… weightPFA Pension… weight
NVDA NVIDIA Corporation 5.1% 7.2%
AAPL Apple Inc. 4.2% 6.5%
GOOGL Alphabet Inc. 5.8% 3.2%
MSFT Microsoft Corporation 4.6% 4.1%
AVGO Broadcom Inc. 2.9% 2.7%
AMZN Amazon.com, Inc. 2.3% 3.3%
META Meta Platforms, Inc. 3.1% 1.9%
LLY Eli Lilly and Company 2.9% 1.5%
AMAT Applied Materials, Inc. 2.8% 1.0%
LRCX Lam Research Corporation 2.4% 1.0%
JPM JPMorgan Chase & Co. 1.6% 1.3%
JNJ Johnson & Johnson 1.8% 1.0%
MU Micron Technology, Inc. 0.7% 2.0%
GOOG Alphabet Inc. 0.1% 2.6%
CSCO Cisco Systems, Inc. 1.8% 0.9%
V Visa Inc. 1.6% 0.9%
KLAC KLA Corporation 1.3% 0.7%
GE GE Aerospace 1.3% 0.6%
TSLA Tesla, Inc. 0.1% 1.8%
WMT Walmart Inc. 1.1% 0.8%
MA Mastercard Incorporated 1.1% 0.7%
AMD Advanced Micro Devices… 0.4% 1.5%
COST Costco Wholesale… 1.2% 0.6%
MRK Merck & Co., Inc. 1.2% 0.4%
BRK-B Berkshire Hathaway Inc. 0.7% 0.9%
NFLX Netflix, Inc. 1.0% 0.5%
PG The Procter & Gamble… 1.2% 0.2%
APH Amphenol Corporation 0.8% 0.4%
BAC Bank of America… 0.6% 0.6%
LIN Linde plc 0.7% 0.5%
KO The Coca-Cola Company 0.8% 0.3%
ETN Eaton Corporation plc 0.8% 0.2%
ABBV AbbVie Inc. 0.3% 0.8%
WFC Wells Fargo & Company 0.7% 0.3%
PGR The Progressive… 0.8% 0.2%
INTC Intel Corp. 0.0% 0.9%
WDC Western Digital… 0.5% 0.4%
ISRG Intuitive Surgical, Inc. 0.7% 0.2%
IBM International Business… 0.4% 0.5%
CME CME Group Inc. 0.7% 0.1%
ANET Arista Networks, Inc. 0.5% 0.3%
TER Teradyne, Inc. 0.7% 0.1%
GEV GE Vernova Inc. 0.3% 0.5%
TXN Texas Instruments… 0.3% 0.4%
MS Morgan Stanley 0.4% 0.4%
SCHW The Charles Schwab… 0.4% 0.3%
PANW Palo Alto Networks, Inc. 0.7% 0.0%
PLTR Palantir Technologies Inc. 0.3% 0.4%
VZ Verizon Communications… 0.3% 0.4%
QCOM QUALCOMM Incorporated 0.4% 0.3%
DIS The Walt Disney Company 0.3% 0.3%
DELL Dell Technologies Inc. 0.3% 0.3%
ORCL Oracle Corporation 0.3% 0.4%
MKL Markel Corporation 0.5% 0.1%
TT Trane Technologies plc 0.5% 0.1%
CDNS Cadence Design Systems… 0.5% 0.1%
AME AMETEK, Inc. 0.3% 0.3%
GILD Gilead Sciences, Inc. 0.3% 0.3%
UBER Uber Technologies, Inc. 0.3% 0.2%
C Citigroup Inc. 0.2% 0.4%

Distinctively Bank Julius Baer &…

SPY State Street SPDR S&P… 3.0%
CAT Caterpillar Inc. 1.7%
TSM Taiwan Semiconductor… 1.2%
AZN AstraZeneca PLC 1.0%
IEF iShares 7-10 Year… 0.8%
IEI iShares 3-7 Year… 0.7%
COP ConocoPhillips 0.7%
XONA.DE Exxon Mobil… 0.7%
QQQ Invesco QQQ Trust… 0.7%
UBS UBS Group AG 0.7%
TTE TotalEnergies SE 0.4%
ALC Alcon Inc. 0.3%
RACE Ferrari N.V. 0.3%
EOG EOG Resources, Inc. 0.3%
MCHI iShares MSCI China ETF 0.3%

Distinctively PFA Pension…

ED Consolidated Edison… 0.4%
PNC The PNC Financial… 0.3%
TRV The Travelers… 0.3%
EXC Exelon Corporation 0.3%
BAP Credicorp Ltd. 0.3%
FLEX Flex Ltd. 0.3%
CMS CMS Energy Corporation 0.2%
NI NiSource Inc 0.2%
CINF Cincinnati Financial… 0.2%
CFG Citizens Financial… 0.2%
KIM Kimco Realty… 0.2%
ETR Entergy Corporation 0.2%
STT State Street… 0.2%
NTRS Northern Trust… 0.2%
SYF Synchrony Financial 0.2%
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