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मैनेजर A मैनेजर B

First Manhattan Co. Llc. ⇄ Fayez Sarofim & Co

60साझा पोजीशन

24.6%नाम ओवरलैप (Jaccard)

15+केवल First…

15+केवल Fayez Sarofim…

साझा होल्डिंग्स · Q2 2026

सिक्योरिटी	First Manhattan Co.… भार	Fayez Sarofim & Co भार
BRK-A Berkshire Hathaway Inc.	26.3%	0.9%
AAPL Apple Inc.	3.6%	9.5%
MSFT Microsoft Corporation	4.1%	7.3%
GOOG Alphabet Inc.	3.5%	6.5%
AMZN Amazon.com, Inc.	2.0%	4.7%
ASML ASML Holding N.V.	3.6%	2.7%
NVDA NVIDIA Corporation	1.3%	4.7%
PM Philip Morris…	0.8%	4.7%
V Visa Inc.	1.5%	2.4%
AVGO Broadcom Inc.	2.1%	1.3%
META Meta Platforms, Inc.	0.3%	2.9%
KO The Coca-Cola Company	0.2%	2.9%
BRK-B Berkshire Hathaway Inc.	2.3%	0.8%
TSM Taiwan Semiconductor…	0.1%	2.9%
JPM JPMorgan Chase & Co.	0.2%	2.5%
XONA.DE Exxon Mobil Corporation	0.1%	2.5%
SPGI S&P Global Inc.	1.1%	1.5%
CVX Chevron Corporation	0.0%	2.5%
UNH UnitedHealth Group…	0.9%	1.5%
AMAT Applied Materials, Inc.	2.3%	0.0%
AZO AutoZone, Inc.	2.1%	0.0%
MCD McDonald's Corporation	0.4%	1.8%
ABBV AbbVie Inc.	0.4%	1.7%
TXN Texas Instruments…	0.0%	2.0%
INTC Intel Corp.	1.7%	0.1%
MA Mastercard Incorporated	0.1%	1.5%
ETN Eaton Corporation plc	0.0%	1.5%
ORCL Oracle Corporation	1.4%	0.0%
GOOGL Alphabet Inc.	1.3%	0.1%
LLY Eli Lilly and Company	0.2%	1.2%
EPD Enterprise Products…	0.0%	1.4%
BLK BlackRock, Inc.	0.0%	1.4%
LIN Linde plc	0.9%	0.4%
PGR The Progressive…	0.0%	1.2%
MAR Marriott International…	0.5%	0.7%
BX Blackstone Inc.	0.0%	1.1%
DHR Danaher Corporation	1.1%	0.0%
TMO Thermo Fisher Scientific…	1.1%	0.0%
HON Honeywell International…	1.1%	0.0%
CB Chubb Limited	0.2%	0.8%
PG The Procter & Gamble…	0.1%	0.9%
UNP Union Pacific Corporation	0.4%	0.5%
MS Morgan Stanley	0.1%	0.8%
ISRG Intuitive Surgical, Inc.	0.0%	0.9%
JNJ Johnson & Johnson	0.5%	0.4%
CP Canadian Pacific Kansas…	0.0%	0.8%
GEV GE Vernova Inc.	0.8%	0.0%
ICE Intercontinental…	0.2%	0.6%
VOO Vanguard S&P 500 ETF	0.8%	0.0%
LOW Lowe's Companies, Inc.	0.7%	0.0%
ABT Abbott Laboratories	0.0%	0.7%
ADP Automatic Data…	0.0%	0.7%
MO Altria Group, Inc.	0.0%	0.7%
HD The Home Depot, Inc.	0.0%	0.7%
DE Deere & Company	0.0%	0.6%
CME CME Group Inc.	0.0%	0.6%
BNY Bank of New York Mellon…	0.0%	0.6%
MRK Merck & Co., Inc.	0.1%	0.5%
AXP American Express Company	0.4%	0.2%
EOG EOG Resources, Inc.	0.0%	0.5%

विशिष्ट रूप से First Manhattan Co.…

BN Brookfield Corporation	2.5%
KKR KKR & Co. Inc.	2.2%
LB LandBridge Company LLC	1.4%
TPL Texas Pacific Land…	1.2%
HONA Honeywell Aerospace…	1.1%
SNPS Synopsys, Inc.	1.0%
CRM Salesforce, Inc.	0.7%
TTWO Take-Two Interactive…	0.6%
UBER Uber Technologies…	0.6%
ALLY Ally Financial Inc.	0.5%
AMRZ Amrize Ltd	0.4%
MTCH Match Group, Inc.	0.4%
AIZ Assurant, Inc.	0.3%
FMCX	0.2%
RSP Invesco S&P 500 Equal…	0.2%

विशिष्ट रूप से Fayez Sarofim & Co

TROW T. Rowe Price Group…	1.0%
SHW The Sherwin-Williams…	0.5%
INTU Intuit Inc.	0.4%
CW Curtiss-Wright…	0.2%
SPOT Spotify Technology…	0.2%
KMI Kinder Morgan, Inc.	0.2%
PAA Plains All American…	0.1%
LECO Lincoln Electric…	0.1%
RACE Ferrari N.V.	0.1%
SAP SAP SE	0.0%
Z Zillow Group, Inc.…	0.0%
BBVA Banco Bilbao Vizcaya…	0.0%
BR Broadridge Financial…	0.0%
EL The Estée Lauder…	0.0%
KMPR Kemper Corporation	0.0%

स्रोत: दोनों प्रबंधकों की पार्स की गई सामान्य-स्टॉक स्थितियों से लाइव गणना किया गया ओवरलैप Q2 2026. केवल रिपोर्ट किए गए longs — हेज और गैर-13F संपत्तियाँ अदृश्य हैं। कार्यप्रणाली