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Compare Managers

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Corient Private Wealth LP ⇄ Mariner, LLC

60Shared positions
51.6%Name overlap (Jaccard)
15+Only Corient…
15+Only Mariner, LLC

Shared holdings · Q2 2026

SecurityCorient Private… weightMariner, LLC weight
AAPL Apple Inc. 3.8% 5.5%
IVV iShares Core S&P 500 ETF 4.6% 4.4%
NVDA NVIDIA Corporation 2.6% 5.5%
VEA Vanguard FTSE Developed… 3.4% 2.8%
MSFT Microsoft Corporation 2.6% 2.1%
GOOGL Alphabet Inc. 1.9% 1.7%
AMZN Amazon.com, Inc. 2.0% 1.6%
VOO Vanguard S&P 500 ETF 2.6% 0.6%
AVGO Broadcom Inc. 1.7% 1.4%
GOOG Alphabet Inc. 2.2% 0.9%
SPY State Street SPDR S&P 500… 1.4% 1.1%
JPM JPMorgan Chase & Co. 1.4% 1.1%
IJH iShares Core S&P Mid-Cap… 0.6% 1.3%
LLY Eli Lilly and Company 1.0% 0.9%
VUG Vanguard Morningstar… 0.8% 1.0%
BRK-B Berkshire Hathaway Inc. 1.1% 0.7%
AGG iShares Core U.S.… 0.1% 1.5%
VTI Vanguard Morningstar… 0.9% 0.7%
MU Micron Technology, Inc. 0.4% 1.1%
META Meta Platforms, Inc. 0.7% 0.8%
VWO Vanguard FTSE Emerging… 0.7% 0.9%
IEFA iShares Core MSCI EAFE ETF 0.4% 1.0%
JNJ Johnson & Johnson 0.9% 0.5%
VTV Vanguard Morningstar… 0.2% 1.1%
COST Costco Wholesale… 0.9% 0.4%
TSLA Tesla, Inc. 0.5% 0.8%
QQQ Invesco QQQ Trust, Series… 0.5% 0.8%
V Visa Inc. 0.7% 0.4%
CAT Caterpillar Inc. 0.7% 0.3%
ABBV AbbVie Inc. 0.7% 0.4%
IUSB iShares Core Universal… 0.0% 1.0%
LRCX Lam Research Corporation 0.6% 0.4%
SCHF Schwab International… 0.7% 0.3%
IEMG iShares Core MSCI… 0.2% 0.8%
VO Vanguard Morningstar… 0.2% 0.7%
XONA.DE Exxon Mobil Corporation 0.5% 0.4%
VB Vanguard Morningstar… 0.2% 0.7%
PG The Procter & Gamble… 0.4% 0.4%
AMD Advanced Micro Devices… 0.5% 0.4%
GLW Corning Inc 0.1% 0.8%
TJX The TJX Companies, Inc. 0.5% 0.4%
WMT Walmart Inc. 0.3% 0.6%
CVX Chevron Corporation 0.5% 0.3%
AMAT Applied Materials, Inc. 0.3% 0.5%
MA Mastercard Incorporated 0.5% 0.3%
MRK Merck & Co., Inc. 0.4% 0.4%
VIG Vanguard Dividend… 0.5% 0.3%
HD The Home Depot, Inc. 0.5% 0.3%
IJR iShares Core S&P… 0.5% 0.3%
TXN Texas Instruments… 0.5% 0.2%
BND Vanguard Total Bond… 0.6% 0.2%
ASML ASML Holding N.V. 0.6% 0.1%
SCHG Schwab U.S. Large-Cap… 0.0% 0.7%
PANW Palo Alto Networks, Inc. 0.5% 0.2%
GEV GE Vernova Inc. 0.1% 0.6%
LIN Linde plc 0.4% 0.2%
CSCO Cisco Systems, Inc. 0.4% 0.3%
AMGN Amgen Inc. 0.2% 0.4%
MS Morgan Stanley 0.4% 0.2%
SYK Stryker Corporation 0.4% 0.2%

Distinctively Corient Private…

JMBS Janus Henderson… 0.2%
WINN 0.2%
ACIO 0.1%
VNT Vontier Corporation 0.1%
IDXX IDEXX Laboratories… 0.1%
WSO Watsco, Inc. 0.1%
PWRL 0.1%
MTN Vail Resorts, Inc. 0.1%
WMS Advanced Drainage… 0.1%
DRSK 0.1%
FAF First American… 0.1%
UBND 0.0%
OSCV 0.0%
YUM Yum! Brands, Inc. 0.0%
WST West Pharmaceutical… 0.0%

Distinctively Mariner, LLC

PSQA 0.1%
HFXI NYLI FTSE… 0.1%
IMTB 0.1%
BKDV BNY Mellon Dynamic… 0.1%
FCF First Commonwealth… 0.0%
RODM Hartford Multifactor… 0.0%
MFDX 0.0%
FDVV Fidelity High… 0.0%
PSBD 0.0%
VCRB Vanguard Core Bond ETF 0.0%
ONEY 0.0%
RBRK Rubrik, Inc. 0.0%
IBDR iShares iBonds Dec… 0.0%
GII 0.0%
DCOR 0.0%
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