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Twee portefeuilles, één kaart — de overlap, de gedeelde overtuiging en wat elke partij bezit dat de andere niet heeft.
Berkshire Hathaway ⇄ Fayez Sarofim & Co
10Gedeelde posities
3.2%Naamoverlap (Jaccard)
15+Alleen Berkshire…
15+Alleen Fayez Sarofim…
Gedeelde posities · Q2 2026
| Effect | Berkshire Hathaway gewicht | Fayez Sarofim & Co gewicht |
|---|---|---|
| AAPL Apple Inc. | 22.0% | 9.5% |
| AXP American Express Company | 17.1% | 0.2% |
| KO The Coca-Cola Company | 10.9% | 2.9% |
| GOOG Alphabet Inc. | 3.2% | 6.5% |
| GOOGL Alphabet Inc. | 9.4% | 0.1% |
| BAC Bank of America… | 9.2% | 0.0% |
| CVX Chevron Corporation | 4.7% | 2.5% |
| CB Chubb Limited | 3.9% | 0.8% |
| MCO Moody's Corporation | 3.7% | 0.0% |
| COF Capital One Financial… | 0.2% | 0.0% |
Opvallend Berkshire Hathaway
| OXY Occidental Petroleum… | 4.3% |
| KHC The Kraft Heinz… | 2.6% |
| DVA DaVita Inc. | 2.1% |
| DAL Delta Air Lines, Inc. | 1.8% |
| SIRI Sirius XM Holdings… | 1.2% |
| VRSN VeriSign, Inc. | 0.8% |
| KR The Kroger Co. | 0.7% |
| LLYVA Liberty Live Group | 0.5% |
| ALLY Ally Financial Inc. | 0.4% |
| LEN Lennar Corporation | 0.4% |
| NYT The New York Times… | 0.4% |
| LPX Louisiana-Pacific… | 0.1% |
| NUE Nucor Corporation | 0.1% |
| M Macy's, Inc. | 0.1% |
| NVR NVR, Inc. | 0.0% |
Opvallend Fayez Sarofim & Co
| MSFT Microsoft Corporation | 7.3% |
| NVDA NVIDIA Corporation | 4.7% |
| AMZN Amazon.com, Inc. | 4.7% |
| PM Philip Morris… | 4.7% |
| META Meta Platforms, Inc. | 2.9% |
| TSM Taiwan Semiconductor… | 2.9% |
| ASML ASML Holding N.V. | 2.7% |
| XONA.DE Exxon Mobil… | 2.5% |
| JPM JPMorgan Chase & Co. | 2.5% |
| V Visa Inc. | 2.4% |
| TXN Texas Instruments… | 2.0% |
| MCD McDonald's Corporation | 1.8% |
| ABBV AbbVie Inc. | 1.7% |
| UNH UnitedHealth Group… | 1.5% |
| ETN Eaton Corporation plc | 1.5% |
Herkomst: Overlap live berekend op basis van de geparseerde common-stockposities van beide managers voor Q2 2026. Uitsluitend gerapporteerde longposities — hedges en niet-13F-activa zijn niet zichtbaar. Methodologie