So sánh quản lý quỹ

Antique route map of roads converging on a single obelisk crossroads

Nhà quản lý A Nhà quản lý B

First Manhattan Co. Llc. ⇄ Chevy Chase Trust Holdings, LLC

60Vị thế chung

35.6%Mức độ trùng lặp tên (Jaccard)

15+Chỉ First…

15+Chỉ Chevy Chase…

Danh mục nắm giữ chung · Q2 2026

Chứng khoán	First Manhattan Co.… tỷ trọng	Chevy Chase Trust… tỷ trọng
BRK-A Berkshire Hathaway Inc.	26.3%	0.0%
AAPL Apple Inc.	3.6%	6.6%
NVDA NVIDIA Corporation	1.3%	7.5%
MSFT Microsoft Corporation	4.1%	4.1%
GOOG Alphabet Inc.	3.5%	2.9%
AMZN Amazon.com, Inc.	2.0%	3.6%
AVGO Broadcom Inc.	2.1%	2.6%
GOOGL Alphabet Inc.	1.3%	3.3%
ASML ASML Holding N.V.	3.6%	0.6%
BRK-B Berkshire Hathaway Inc.	2.3%	1.7%
AMAT Applied Materials, Inc.	2.3%	0.7%
V Visa Inc.	1.5%	1.2%
INTC Intel Corp.	1.7%	0.8%
KKR KKR & Co. Inc.	2.2%	0.1%
AZO AutoZone, Inc.	2.1%	0.1%
JPM JPMorgan Chase & Co.	0.2%	1.6%
META Meta Platforms, Inc.	0.3%	1.5%
ORCL Oracle Corporation	1.4%	0.3%
MU Micron Technology, Inc.	0.0%	1.6%
UNH UnitedHealth Group…	0.9%	0.6%
TSLA Tesla, Inc.	0.0%	1.5%
TMO Thermo Fisher Scientific…	1.1%	0.4%
LLY Eli Lilly and Company	0.2%	1.2%
JNJ Johnson & Johnson	0.5%	0.8%
AMD Advanced Micro Devices…	0.1%	1.2%
DHR Danaher Corporation	1.1%	0.2%
SPGI S&P Global Inc.	1.1%	0.2%
TPL Texas Pacific Land…	1.2%	0.0%
GEV GE Vernova Inc.	0.8%	0.4%
LIN Linde plc	0.9%	0.3%
PM Philip Morris…	0.8%	0.4%
HON Honeywell International…	1.1%	0.1%
HONA Honeywell Aerospace Inc	1.1%	0.1%
SNPS Synopsys, Inc.	1.0%	0.1%
GS The Goldman Sachs Group…	0.0%	1.0%
COST Costco Wholesale…	0.0%	0.9%
ABBV AbbVie Inc.	0.4%	0.6%
LOW Lowe's Companies, Inc.	0.7%	0.2%
GE GE Aerospace	0.4%	0.5%
CRM Salesforce, Inc.	0.7%	0.2%
UBER Uber Technologies, Inc.	0.6%	0.2%
VOO Vanguard S&P 500 ETF	0.8%	0.0%
XONA.DE Exxon Mobil Corporation	0.1%	0.7%
LRCX Lam Research Corporation	0.1%	0.7%
TTWO Take-Two Interactive…	0.6%	0.1%
MA Mastercard Incorporated	0.1%	0.5%
BKNG Booking Holdings Inc.	0.5%	0.2%
WMT Walmart Inc.	0.0%	0.6%
UNP Union Pacific Corporation	0.4%	0.2%
TJX The TJX Companies, Inc.	0.0%	0.6%
CSCO Cisco Systems, Inc.	0.0%	0.6%
CAT Caterpillar Inc.	0.0%	0.6%
AXP American Express Company	0.4%	0.2%
ORLY O'Reilly Automotive, Inc.	0.5%	0.1%
MAR Marriott International…	0.5%	0.1%
MCD McDonald's Corporation	0.4%	0.2%
KO The Coca-Cola Company	0.2%	0.4%
VRTX Vertex Pharmaceuticals…	0.0%	0.5%
KLAC KLA Corporation	0.0%	0.5%
PG The Procter & Gamble…	0.1%	0.4%

Đặc biệt First Manhattan Co.…

BN Brookfield Corporation	2.5%
LB LandBridge Company LLC	1.4%
ALLY Ally Financial Inc.	0.5%
CSL Carlisle Companies…	0.4%
MTCH Match Group, Inc.	0.4%
FMCX	0.2%
RSP Invesco S&P 500 Equal…	0.2%
QXO QXO, Inc.	0.2%
WOLF Wolfspeed Inc.	0.2%
CSW CSW Industrials, Inc.	0.2%
POOL Pool Corporation	0.2%
EROK	0.2%
TMC TMC the metals…	0.2%
BL BlackLine, Inc.	0.2%
BIP Brookfield…	0.2%

Đặc biệt Chevy Chase Trust…

SAN Banco Santander, S.A.	0.5%
NTRA Natera, Inc.	0.4%
SNDK Sandisk Corporation	0.4%
MUFG Mitsubishi UFJ…	0.3%
REGN Regeneron…	0.3%
WDC Western Digital…	0.3%
PI Impinj, Inc.	0.3%
ATO Atmos Energy…	0.2%
WELL Welltower Inc.	0.2%
APP AppLovin Corporation	0.2%
SO The Southern Company	0.1%
EQIX Equinix, Inc.	0.1%
FTNT Fortinet, Inc.	0.1%
DDOG Datadog, Inc.	0.1%
CDNA CareDx, Inc	0.1%

Nguồn gốc: Độ trùng lặp được tính trực tiếp từ các vị thế cổ phiếu thường đã phân tích của cả hai nhà quản lý cho Q2 2026. Chỉ bao gồm các vị thế mua dài hạn được báo cáo — các khoản phòng hộ và tài sản không thuộc 13F không hiển thị. Phương pháp luận

So sánh Quản lý quỹ

First Manhattan Co. Llc. ⇄ Chevy Chase Trust Holdings, LLC

Danh mục nắm giữ chung · Q2 2026

Đặc biệt First Manhattan Co.…

Đặc biệt Chevy Chase Trust…