Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Berkshire Hathaway ⇄ Storebrand Asset Management As
24Shared positions
3.2%Name overlap (Jaccard)
4+Only Berkshire…
15+Only Storebrand…
Shared holdings · Q2 2026
| Security | Berkshire Hathaway weight | Storebrand Asset… weight |
|---|---|---|
| AAPL Apple Inc. | 22.0% | 5.9% |
| AXP American Express Company | 17.1% | 0.3% |
| GOOGL Alphabet Inc. | 9.4% | 3.0% |
| KO The Coca-Cola Company | 10.9% | 0.6% |
| BAC Bank of America… | 9.2% | 0.7% |
| GOOG Alphabet Inc. | 3.2% | 2.6% |
| OXY Occidental Petroleum… | 4.3% | 0.0% |
| CB Chubb Limited | 3.9% | 0.3% |
| MCO Moody's Corporation | 3.7% | 0.5% |
| KHC The Kraft Heinz Company | 2.6% | 0.1% |
| DVA DaVita Inc. | 2.1% | 0.0% |
| DAL Delta Air Lines, Inc. | 1.8% | 0.0% |
| SIRI Sirius XM Holdings Inc. | 1.2% | 0.0% |
| VRSN VeriSign, Inc. | 0.8% | 0.0% |
| KR The Kroger Co. | 0.7% | 0.0% |
| LLYVA Liberty Live Group | 0.5% | 0.0% |
| ALLY Ally Financial Inc. | 0.4% | 0.0% |
| COF Capital One Financial… | 0.2% | 0.2% |
| LEN Lennar Corporation | 0.4% | 0.0% |
| NUE Nucor Corporation | 0.1% | 0.1% |
| M Macy's, Inc. | 0.1% | 0.0% |
| DHI D.R. Horton, Inc. | 0.0% | 0.0% |
| NVR NVR, Inc. | 0.0% | 0.0% |
| JEF Jefferies Financial Group… | 0.0% | 0.0% |
Distinctively Berkshire Hathaway
| CVX Chevron Corporation | 4.7% |
| NYT The New York Times… | 0.4% |
| LPX Louisiana-Pacific… | 0.1% |
| LEN-B Lennar Corporation | 0.0% |
Distinctively Storebrand Asset…
| NVDA NVIDIA Corporation | 6.8% |
| MSFT Microsoft Corporation | 3.7% |
| AMZN Amazon.com, Inc. | 3.4% |
| AVGO Broadcom Inc. | 2.3% |
| MU Micron Technology… | 1.7% |
| META Meta Platforms, Inc. | 1.6% |
| TSLA Tesla, Inc. | 1.6% |
| V Visa Inc. | 1.5% |
| LLY Eli Lilly and Company | 1.4% |
| JPM JPMorgan Chase & Co. | 1.4% |
| AMD Advanced Micro… | 1.2% |
| MA Mastercard… | 1.0% |
| AMAT Applied Materials… | 0.9% |
| LRCX Lam Research… | 0.9% |
| CSCO Cisco Systems, Inc. | 0.9% |
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