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Beheerders vergelijken

Twee portfolio's, één kaart: de overlap, de gedeelde overtuiging, en wat elk bezit dat de ander niet heeft.

Captrust Financial Advisors ⇄ Mariner, LLC

60Gedeelde posities
52.4%Naamoverlap (Jaccard)
15+Alleen Captrust…
15+Alleen Mariner, LLC

Gedeelde posities · Q2 2026

EffectCaptrust Financial… gewichtMariner, LLC gewicht
IVV iShares Core S&P 500 ETF 5.3% 4.4%
AAPL Apple Inc. 3.6% 5.5%
NVDA NVIDIA Corporation 2.7% 5.5%
VEA Vanguard FTSE Developed… 3.3% 2.8%
MSFT Microsoft Corporation 2.1% 2.1%
GOOGL Alphabet Inc. 1.9% 1.7%
VTV Vanguard Morningstar… 2.3% 1.1%
AMZN Amazon.com, Inc. 1.4% 1.6%
SHY iShares 1-3 Year Treasury… 2.7% 0.0%
AVGO Broadcom Inc. 1.2% 1.4%
AGG iShares Core U.S.… 1.0% 1.5%
VUG Vanguard Morningstar… 1.1% 1.0%
VB Vanguard Morningstar… 1.4% 0.7%
SPY State Street SPDR S&P 500… 0.9% 1.1%
IEMG iShares Core MSCI… 1.2% 0.8%
VOO Vanguard S&P 500 ETF 1.3% 0.6%
IXUS iShares Core MSCI Total… 1.6% 0.2%
JPM JPMorgan Chase & Co. 0.7% 1.1%
IJH iShares Core S&P Mid-Cap… 0.3% 1.3%
GOOG Alphabet Inc. 0.7% 0.9%
IEI iShares 3-7 Year Treasury… 1.2% 0.3%
LLY Eli Lilly and Company 0.6% 0.9%
BRK-B Berkshire Hathaway Inc. 0.8% 0.7%
FNDX Schwab Fundamental U.S.… 1.4% 0.0%
META Meta Platforms, Inc. 0.6% 0.8%
MU Micron Technology, Inc. 0.2% 1.1%
QQQ Invesco QQQ Trust, Series… 0.5% 0.8%
IEFA iShares Core MSCI EAFE ETF 0.2% 1.0%
SCHX Schwab U.S. Large-Cap ETF 0.9% 0.3%
VTI Vanguard Morningstar… 0.5% 0.7%
ABBV AbbVie Inc. 0.7% 0.4%
IWB iShares Russell 1000 ETF 0.8% 0.2%
LRCX Lam Research Corporation 0.6% 0.4%
TSLA Tesla, Inc. 0.2% 0.8%
IUSB iShares Core Universal… 0.0% 1.0%
VWO Vanguard FTSE Emerging… 0.1% 0.9%
VO Vanguard Morningstar… 0.2% 0.7%
BSV Vanguard Short-Term Bond… 0.9% 0.0%
IEF iShares 7-10 Year… 0.8% 0.0%
MA Mastercard Incorporated 0.5% 0.3%
PANW Palo Alto Networks, Inc. 0.6% 0.2%
GLW Corning Inc 0.1% 0.8%
GEV GE Vernova Inc. 0.3% 0.6%
JNJ Johnson & Johnson 0.3% 0.5%
V Visa Inc. 0.4% 0.4%
WMT Walmart Inc. 0.3% 0.6%
CSCO Cisco Systems, Inc. 0.5% 0.3%
PG The Procter & Gamble… 0.4% 0.4%
MRK Merck & Co., Inc. 0.4% 0.4%
SCHG Schwab U.S. Large-Cap… 0.1% 0.7%
VIG Vanguard Dividend… 0.4% 0.3%
CAT Caterpillar Inc. 0.4% 0.3%
COST Costco Wholesale… 0.3% 0.4%
AMGN Amgen Inc. 0.3% 0.4%
CVX Chevron Corporation 0.4% 0.3%
TSM Taiwan Semiconductor… 0.4% 0.3%
CRWD CrowdStrike Holdings, Inc. 0.2% 0.5%
WT WisdomTree, Inc. 0.6% 0.1%
JGRO JPMorgan Active Growth ETF 0.7% 0.0%
IWF iShares Russell 1000… 0.4% 0.3%

Opvallend Captrust Financial…

PHM PulteGroup, Inc. 0.2%
WSO Watsco, Inc. 0.2%
BRX Brixmor Property… 0.2%
ALSN Allison Transmission… 0.1%
SR Spire Inc. 0.1%
JPLD JPMorgan Limited… 0.1%
FLS Flowserve Corporation 0.1%
SMMU 0.1%
WPC W. P. Carey Inc. 0.1%
SECU 0.1%
AGM Federal Agricultural… 0.1%
LII Lennox International… 0.1%
MEAR 0.1%
BILZ 0.1%
BKGI 0.1%

Opvallend Mariner, LLC

XONA.DE Exxon Mobil… 0.4%
TFLO iShares Treasury… 0.1%
PSQA 0.1%
GBIL Goldman Sachs Access… 0.1%
HFXI NYLI FTSE… 0.1%
BKDV BNY Mellon Dynamic… 0.1%
IMTB 0.1%
MFDX 0.0%
PSQO 0.0%
DIHP Dimensional… 0.0%
PSBD 0.0%
ONEY 0.0%
ESGV Vanguard ESG U.S.… 0.0%
VCTR Victory Capital… 0.0%
EWX 0.0%
Herkomst: Overlap live berekend op basis van de geparseerde common-stockposities van beide managers voor Q2 2026. Alleen gerapporteerde longposities; hedges en niet-13F-activa zijn onzichtbaar. Methodologie