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Compare Managers

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

Clearbridge Investments, LLC ⇄ Chevy Chase Trust Holdings, LLC

60Shared positions
31.2%Name overlap (Jaccard)
15+Only Clearbridge…
15+Only Chevy Chase…

Shared holdings · Q2 2026

SecurityClearbridge… weightChevy Chase Trust… weight
NVDA NVIDIA Corporation 5.4% 7.5%
AAPL Apple Inc. 3.4% 6.6%
GOOGL Alphabet Inc. 3.4% 3.3%
MSFT Microsoft Corporation 1.9% 4.1%
AMZN Amazon.com, Inc. 2.4% 3.6%
AVGO Broadcom Inc. 2.3% 2.6%
META Meta Platforms, Inc. 1.8% 1.5%
GOOG Alphabet Inc. 0.2% 2.9%
V Visa Inc. 1.8% 1.2%
JPM JPMorgan Chase & Co. 1.1% 1.6%
TSLA Tesla, Inc. 0.7% 1.5%
ASML ASML Holding N.V. 1.5% 0.6%
MU Micron Technology, Inc. 0.4% 1.6%
JNJ Johnson & Johnson 1.1% 0.8%
TSM Taiwan Semiconductor… 1.9% 0.0%
BRK-B Berkshire Hathaway Inc. 0.2% 1.7%
WMB The Williams Companies… 1.5% 0.3%
LLY Eli Lilly and Company 0.5% 1.2%
XONA.DE Exxon Mobil Corporation 1.0% 0.7%
AMD Advanced Micro Devices… 0.4% 1.2%
PANW Palo Alto Networks, Inc. 1.2% 0.3%
VRTX Vertex Pharmaceuticals… 1.0% 0.5%
TXN Texas Instruments… 1.0% 0.3%
LIN Linde plc 1.1% 0.3%
NFLX Netflix, Inc. 0.9% 0.4%
TJX The TJX Companies, Inc. 0.6% 0.6%
ETN Eaton Corporation plc 0.9% 0.2%
TMO Thermo Fisher Scientific… 0.7% 0.4%
ANET Arista Networks, Inc. 0.8% 0.2%
GS The Goldman Sachs Group… 0.0% 1.0%
RTX RTX Corporation 0.7% 0.3%
BAC Bank of America… 0.6% 0.5%
INTC Intel Corp. 0.2% 0.8%
KO The Coca-Cola Company 0.6% 0.4%
COST Costco Wholesale… 0.0% 0.9%
GWW W.W. Grainger, Inc. 0.8% 0.1%
PG The Procter & Gamble… 0.5% 0.4%
CVS CVS Health Corp. 0.7% 0.2%
WMT Walmart Inc. 0.3% 0.6%
UNP Union Pacific Corporation 0.7% 0.2%
UNH UnitedHealth Group… 0.3% 0.6%
TRV The Travelers Companies… 0.8% 0.1%
ORCL Oracle Corporation 0.5% 0.3%
HD The Home Depot, Inc. 0.4% 0.4%
LRCX Lam Research Corporation 0.1% 0.7%
AZN AstraZeneca PLC 0.8% 0.0%
MRSH Marsh & McLennan… 0.6% 0.1%
ETR Entergy Corporation 0.7% 0.1%
SHW The Sherwin-Williams… 0.6% 0.1%
CSCO Cisco Systems, Inc. 0.1% 0.6%
ISRG Intuitive Surgical, Inc. 0.4% 0.3%
APD Air Products and… 0.6% 0.1%
BX Blackstone Inc. 0.6% 0.1%
TEL TE Connectivity plc 0.6% 0.1%
VRT Vertiv Holdings Co 0.5% 0.2%
CVX Chevron Corporation 0.3% 0.4%
NEE NextEra Energy, Inc. 0.2% 0.5%
CRWD CrowdStrike Holdings, Inc. 0.5% 0.1%
ABNB Airbnb, Inc. 0.6% 0.1%
NTRA Natera, Inc. 0.2% 0.4%
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