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Compare Managers

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

Capital Research Global Investors ⇄ Chevy Chase Trust Holdings, LLC

60Shared positions
26.8%Name overlap (Jaccard)
15+Only Capital…
15+Only Chevy Chase…

Shared holdings · Q2 2026

SecurityCapital Research… weightChevy Chase Trust… weight
NVDA NVIDIA Corporation 5.7% 7.5%
MSFT Microsoft Corporation 4.9% 4.1%
AAPL Apple Inc. 2.4% 6.6%
AVGO Broadcom Inc. 6.0% 2.6%
AMZN Amazon.com, Inc. 4.0% 3.6%
GOOGL Alphabet Inc. 3.1% 3.3%
GOOG Alphabet Inc. 2.1% 2.9%
LLY Eli Lilly and Company 3.5% 1.2%
META Meta Platforms, Inc. 3.1% 1.5%
AMAT Applied Materials, Inc. 2.2% 0.7%
JPM JPMorgan Chase & Co. 1.3% 1.6%
PM Philip Morris… 2.1% 0.4%
INTC Intel Corp. 1.4% 0.8%
MU Micron Technology, Inc. 0.6% 1.6%
GE GE Aerospace 1.6% 0.5%
TSLA Tesla, Inc. 0.5% 1.5%
VRTX Vertex Pharmaceuticals… 1.4% 0.5%
BRK-B Berkshire Hathaway Inc. 0.1% 1.7%
RTX RTX Corporation 1.4% 0.3%
SBUX Starbucks Corporation 1.6% 0.1%
CSCO Cisco Systems, Inc. 1.1% 0.6%
ABBV AbbVie Inc. 1.1% 0.6%
RCL Royal Caribbean Cruises… 1.5% 0.1%
LIN Linde plc 1.3% 0.3%
UBER Uber Technologies, Inc. 1.3% 0.2%
V Visa Inc. 0.2% 1.2%
MA Mastercard Incorporated 0.8% 0.5%
XONA.DE Exxon Mobil Corporation 0.6% 0.7%
HD The Home Depot, Inc. 0.8% 0.4%
AMD Advanced Micro Devices… 0.1% 1.2%
UNH UnitedHealth Group… 0.6% 0.6%
WFC Wells Fargo & Company 0.9% 0.3%
CARR Carrier Global Corporation 1.1% 0.1%
GLW Corning Inc 0.9% 0.3%
ORCL Oracle Corporation 0.8% 0.3%
JNJ Johnson & Johnson 0.3% 0.8%
GS The Goldman Sachs Group… 0.0% 1.0%
NFLX Netflix, Inc. 0.7% 0.4%
COST Costco Wholesale… 0.1% 0.9%
APH Amphenol Corporation 0.7% 0.3%
PGR The Progressive… 0.8% 0.2%
CAT Caterpillar Inc. 0.3% 0.6%
KLAC KLA Corporation 0.4% 0.5%
UNP Union Pacific Corporation 0.6% 0.2%
STX Seagate Technology… 0.6% 0.3%
MS Morgan Stanley 0.5% 0.3%
LRCX Lam Research Corporation 0.1% 0.7%
BLK BlackRock, Inc. 0.6% 0.2%
D Dominion Energy, Inc. 0.7% 0.1%
TJX The TJX Companies, Inc. 0.1% 0.6%
MO Altria Group, Inc. 0.6% 0.2%
TSM Taiwan Semiconductor… 0.7% 0.0%
NEE NextEra Energy, Inc. 0.2% 0.5%
TDG TransDigm Group… 0.6% 0.1%
ABT Abbott Laboratories 0.5% 0.2%
TMO Thermo Fisher Scientific… 0.3% 0.4%
KO The Coca-Cola Company 0.3% 0.4%
MDLZ Mondelez International… 0.6% 0.1%
EOG EOG Resources, Inc. 0.4% 0.3%
WMT Walmart Inc. 0.0% 0.6%

Distinctively Capital Research…

MELI MercadoLibre, Inc. 0.7%
CNQ Canadian Natural… 0.6%
ALNY Alnylam… 0.4%
TRP TC Energy Corporation 0.4%
VIK Viking Holdings Ltd 0.4%
AFRM Affirm Holdings, Inc. 0.3%
ENTG Entegris, Inc. 0.3%
NU Nu Holdings Ltd. 0.3%
BTI British American… 0.3%
SPCX Space Exploration… 0.2%
XPO XPO Logistics, Inc. 0.2%
MDLN Medline Inc. 0.2%
CVE Cenovus Energy Inc. 0.2%
OVV Ovintiv Inc. 0.1%
ATI ATI Inc. 0.1%

Distinctively Chevy Chase Trust…

CDNS Cadence Design… 0.5%
NTRA Natera, Inc. 0.4%
SNDK Sandisk Corporation 0.4%
NVS Novartis AG 0.4%
CGNX Cognex Corporation 0.4%
IBM International… 0.3%
ILMN Illumina, Inc. 0.3%
MUFG Mitsubishi UFJ… 0.3%
IVV iShares Core S&P 500… 0.3%
C Citigroup Inc. 0.3%
IAU iShares Gold Trust 0.3%
WMB The Williams… 0.3%
REGN Regeneron… 0.3%
PI Impinj, Inc. 0.3%
DIS The Walt Disney… 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