マネジャーを比較

Antique route map of roads converging on a single obelisk crossroads

運用会社 A 運用会社 B

Federated Hermes, Inc. ⇄ Swiss National Bank

60共通ポジション

57.5%銘柄の重複（ジャッカード）

15+のみ Federated…

15+のみ Swiss…

共通保有銘柄 · Q2 2026

有価証券	Federated Hermes… ウェイト	Swiss National Bank ウェイト
NVDA NVIDIA Corporation	2.7%	6.8%
AAPL Apple Inc.	2.6%	6.3%
MSFT Microsoft Corporation	1.4%	3.9%
GOOGL Alphabet Inc.	2.0%	3.1%
AMZN Amazon.com, Inc.	1.2%	3.4%
AVGO Broadcom Inc.	1.0%	2.5%
MU Micron Technology, Inc.	1.1%	1.9%
GOOG Alphabet Inc.	0.0%	2.4%
META Meta Platforms, Inc.	0.6%	1.8%
TSLA Tesla, Inc.	0.6%	1.7%
ABBV AbbVie Inc.	1.6%	0.7%
AMD Advanced Micro Devices…	0.6%	1.4%
LLY Eli Lilly and Company	0.4%	1.4%
GEV GE Vernova Inc.	1.3%	0.5%
GE GE Aerospace	1.1%	0.6%
LRCX Lam Research Corporation	0.5%	0.8%
COST Costco Wholesale…	0.6%	0.6%
AMAT Applied Materials, Inc.	0.3%	0.8%
PM Philip Morris…	0.8%	0.4%
JNJ Johnson & Johnson	0.3%	0.9%
VZ Verizon Communications…	0.8%	0.3%
INTC Intel Corp.	0.2%	0.9%
FIX Comfort Systems USA, Inc.	1.0%	0.1%
PWR Quanta Services, Inc.	0.9%	0.2%
BRK-B Berkshire Hathaway Inc.	0.0%	1.0%
XONA.DE Exxon Mobil Corporation	0.2%	0.8%
AMGN Amgen Inc.	0.7%	0.3%
MRK Merck & Co., Inc.	0.5%	0.5%
WMT Walmart Inc.	0.3%	0.7%
V Visa Inc.	0.1%	0.8%
PLD Prologis, Inc.	0.8%	0.2%
PEP PepsiCo, Inc.	0.7%	0.3%
KLAC KLA Corporation	0.3%	0.6%
PFE Pfizer Inc.	0.7%	0.2%
CRWD CrowdStrike Holdings, Inc.	0.6%	0.3%
PAYX Paychex, Inc.	0.8%	0.0%
NFLX Netflix, Inc.	0.4%	0.4%
CSCO Cisco Systems, Inc.	0.2%	0.7%
DUK Duke Energy Corporation	0.7%	0.1%
CAT Caterpillar Inc.	0.1%	0.7%
VRT Vertiv Holdings Co	0.6%	0.2%
UNH UnitedHealth Group…	0.2%	0.6%
WEC WEC Energy Group, Inc.	0.7%	0.1%
ALAB Astera Labs, Inc. Common…	0.7%	0.1%
FI Fiserv, Inc.	0.7%	0.0%
AMCR Amcor plc	0.7%	0.0%
TXN Texas Instruments…	0.3%	0.4%
AMT American Tower Corporation	0.6%	0.1%
MDT Medtronic plc	0.6%	0.1%
FE FirstEnergy Corp.	0.7%	0.0%
KIM Kimco Realty Corporation	0.7%	0.0%
TRV The Travelers Companies…	0.5%	0.1%
ANET Arista Networks, Inc.	0.4%	0.3%
MA Mastercard Incorporated	0.0%	0.6%
HWM Howmet Aerospace Inc.	0.5%	0.2%
LULU Lululemon Athletica Inc.	0.6%	0.0%
ADP Automatic Data…	0.5%	0.1%
AZN AstraZeneca PLC	0.0%	0.6%
ENB Enbridge Inc.	0.4%	0.2%
DDOG Datadog, Inc.	0.5%	0.1%

際立って Federated Hermes, Inc.

VIK Viking Holdings Ltd	1.2%
USB U.S. Bancorp	1.0%
BNY Bank of New York…	0.9%
PNC The PNC Financial…	0.8%
AMP Ameriprise Financial…	0.7%
CVX Chevron Corporation	0.6%
RF Regions Financial…	0.5%
CME CME Group Inc.	0.4%
TSM Taiwan Semiconductor…	0.4%
JPM JPMorgan Chase & Co.	0.3%
TTE TotalEnergies SE	0.3%
STT State Street…	0.3%
TFC Truist Financial…	0.3%
NGG National Grid plc	0.3%
BTI British American…	0.3%

際立って Swiss National Bank

CP Canadian Pacific…	0.1%
MFC Manulife Financial…	0.1%
SU Suncor Energy Inc.	0.1%
CNI Canadian National…	0.1%
B Barrick Mining…	0.1%
RACE Ferrari N.V.	0.1%
TEVA Teva Pharmaceutical…	0.1%
SLF Sun Life Financial…	0.1%
FNV Franco-Nevada…	0.1%
SE Sea Limited	0.1%
WCN Waste Connections…	0.1%
FER.MC Ferrovial SE	0.1%
SUNB Sunbelt Rentals…	0.1%
CVE Cenovus Energy Inc.	0.1%
TSEM Tower Semiconductor…	0.1%

出典: 両マネージャーの解析済み普通株ポジションからリアルタイムで算出されたオーバーラップ（対象期間： Q2 2026. 報告済みロングのみ — ヘッジおよび非13F資産は表示されません。方法論