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Compare Managers

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

Capstone Investment Advisors, LlcPrudential Financial Inc

60Shared positions
27.1%Name overlap (Jaccard)
15+Only Capstone…
15+Only Prudential…

Shared holdings · Q2 2026

SecurityCapstone Investment… weightPrudential… weight
IVV iShares Core S&P 500 ETF 10.7% 6.7%
MSFT Microsoft Corporation 14.7% 2.7%
NVDA NVIDIA Corporation 12.6% 4.5%
AMZN Amazon.com, Inc. 6.7% 2.3%
AAPL Apple Inc. 2.5% 4.1%
VOO Vanguard S&P 500 ETF 5.4% 1.1%
TSLA Tesla, Inc. 5.1% 1.0%
META Meta Platforms, Inc. 3.1% 1.1%
MU Micron Technology, Inc. 2.4% 1.2%
AVGO Broadcom Inc. 1.6% 1.6%
GOOG Alphabet Inc. 0.9% 1.7%
GOOGL Alphabet Inc. 0.1% 2.1%
ORCL Oracle Corporation 1.6% 0.2%
BRK-B Berkshire Hathaway Inc. 0.9% 0.8%
SPY State Street SPDR S&P 500… 0.7% 0.9%
SPCX Space Exploration… 1.3% 0.0%
PLTR Palantir Technologies Inc. 1.0% 0.2%
AMD Advanced Micro Devices… 0.3% 0.8%
MSTR Strategy Inc 1.0% 0.0%
LLY Eli Lilly and Company 0.0% 1.0%
WBD Warner Bros. Discovery… 0.8% 0.0%
SNDK Sandisk Corporation 0.4% 0.4%
AMAT Applied Materials, Inc. 0.0% 0.7%
JPM JPMorgan Chase & Co. 0.0% 0.7%
XONA.DE Exxon Mobil Corporation 0.1% 0.6%
INTC Intel Corp. 0.1% 0.7%
GTLS Chart Industries, Inc. 0.7% 0.0%
LRCX Lam Research Corporation 0.0% 0.7%
PLD Prologis, Inc. 0.0% 0.6%
WBS Webster Financial… 0.7% 0.0%
KVUE Kenvue Inc. 0.6% 0.0%
CAT Caterpillar Inc. 0.0% 0.6%
JNJ Johnson & Johnson 0.0% 0.6%
XLE State Street Energy… 0.6% 0.0%
NFLX Netflix, Inc. 0.3% 0.2%
ABBV AbbVie Inc. 0.0% 0.5%
MA Mastercard Incorporated 0.0% 0.5%
ADBE Adobe Inc. 0.4% 0.1%
ETSY Etsy, Inc. 0.4% 0.0%
ROKU Roku, Inc. 0.4% 0.0%
UNH UnitedHealth Group… 0.0% 0.4%
CSCO Cisco Systems, Inc. 0.0% 0.4%
EEM iShares MSCI Emerging… 0.4% 0.0%
C Citigroup Inc. 0.0% 0.4%
GEV GE Vernova Inc. 0.0% 0.4%
CVX Chevron Corporation 0.1% 0.3%
WFC Wells Fargo & Company 0.1% 0.3%
COST Costco Wholesale… 0.0% 0.4%
BAC Bank of America… 0.0% 0.3%
UBER Uber Technologies, Inc. 0.2% 0.1%
HYG iShares iBoxx $ High… 0.3% 0.1%
MS Morgan Stanley 0.0% 0.3%
VZ Verizon Communications… 0.0% 0.3%
DIS The Walt Disney Company 0.1% 0.3%
CRM Salesforce, Inc. 0.2% 0.1%
HWM Howmet Aerospace Inc. 0.0% 0.3%
WDC Western Digital… 0.0% 0.3%
HD The Home Depot, Inc. 0.0% 0.2%
BNY Bank of New York Mellon… 0.0% 0.3%
PG The Procter & Gamble… 0.0% 0.3%
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