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

Franklin Resources Inc ⇄ Northern Trust Corp

60共通ポジション

60.1%銘柄の重複（ジャッカード）

15+のみ Franklin…

15+のみ Northern…

共通保有銘柄 · Q2 2026

有価証券	Franklin Resources… ウェイト	Northern Trust Corp ウェイト
NVDA NVIDIA Corporation	4.0%	5.8%
AAPL Apple Inc.	4.4%	5.3%
MSFT Microsoft Corporation	3.9%	3.4%
AMZN Amazon.com, Inc.	3.1%	2.6%
GOOGL Alphabet Inc.	1.7%	2.7%
AVGO Broadcom Inc.	2.0%	2.1%
GOOG Alphabet Inc.	1.6%	2.1%
META Meta Platforms, Inc.	1.2%	1.4%
LLY Eli Lilly and Company	1.2%	1.2%
MU Micron Technology, Inc.	0.9%	1.5%
AMD Advanced Micro Devices…	1.1%	1.1%
JPM JPMorgan Chase & Co.	1.1%	1.2%
LRCX Lam Research Corporation	1.2%	0.7%
XONA.DE Exxon Mobil Corporation	1.3%	0.7%
TSLA Tesla, Inc.	0.6%	1.3%
CSCO Cisco Systems, Inc.	1.1%	0.6%
ABBV AbbVie Inc.	1.1%	0.6%
V Visa Inc.	0.8%	0.7%
JNJ Johnson & Johnson	0.6%	0.8%
C Citigroup Inc.	1.1%	0.3%
SPY State Street SPDR S&P 500…	0.2%	1.2%
PG The Procter & Gamble…	0.9%	0.5%
BAC Bank of America…	0.9%	0.4%
AMAT Applied Materials, Inc.	0.5%	0.7%
UNH UnitedHealth Group…	0.8%	0.4%
NEE NextEra Energy, Inc.	1.0%	0.2%
WMT Walmart Inc.	0.6%	0.5%
KO The Coca-Cola Company	0.8%	0.4%
MA Mastercard Incorporated	0.6%	0.5%
TSM Taiwan Semiconductor…	0.7%	0.3%
PM Philip Morris…	0.8%	0.3%
BRK-B Berkshire Hathaway Inc.	0.1%	0.9%
TMO Thermo Fisher Scientific…	0.8%	0.2%
IVV iShares Core S&P 500 ETF	0.1%	0.8%
MRK Merck & Co., Inc.	0.5%	0.4%
CVX Chevron Corporation	0.6%	0.4%
SCHW The Charles Schwab…	0.7%	0.2%
CAT Caterpillar Inc.	0.2%	0.7%
KLAC KLA Corporation	0.4%	0.5%
INTC Intel Corp.	0.2%	0.7%
HD The Home Depot, Inc.	0.4%	0.5%
LIN Linde plc	0.5%	0.3%
GS The Goldman Sachs Group…	0.4%	0.4%
RTX RTX Corporation	0.5%	0.3%
COST Costco Wholesale…	0.2%	0.5%
COF Capital One Financial…	0.6%	0.1%
AZN AstraZeneca PLC	0.7%	0.1%
GEV GE Vernova Inc.	0.3%	0.4%
SNDK Sandisk Corporation	0.4%	0.3%
MRVL Marvell Technology, Inc.	0.4%	0.3%
MS Morgan Stanley	0.4%	0.3%
ORCL Oracle Corporation	0.3%	0.3%
APH Amphenol Corporation	0.4%	0.3%
ADI Analog Devices, Inc.	0.4%	0.3%
GE GE Aerospace	0.2%	0.4%
FCX Freeport-McMoRan Inc.	0.5%	0.1%
GM General Motors Company	0.5%	0.1%
MCK McKesson Corporation	0.5%	0.1%
STX Seagate Technology…	0.4%	0.2%
PEP PepsiCo, Inc.	0.4%	0.2%

際立って Franklin Resources Inc

FLCB Franklin U.S. Core…	0.4%
USPX Franklin U.S. Equity…	0.2%
FLGV Franklin U.S.…	0.1%
FLQL Franklin U.S. Large…	0.1%
SOMN The Southern Company	0.1%
FLCO	0.1%
FLUD	0.1%
FLHY	0.1%
PPLC	0.1%
EQX Equinox Gold Corp.	0.1%
FLSP	0.0%
FLIA	0.0%
FSML	0.0%
APO-PA Apollo Global…	0.0%
FLJP Franklin FTSE Japan…	0.0%

際立って Northern Trust Corp

TDTT FlexShares iBoxx 3…	0.2%
NFRA Northern Trust STOXX…	0.2%
TILT Northern Trust…	0.2%
RAVI FlexShares…	0.1%
USHY iShares Broad USD…	0.1%
QDF FlexShares Quality…	0.1%
QLC FlexShares US Quality…	0.1%
IQDF FlexShares…	0.1%
TLTD	0.0%
DFAI Dimensional -…	0.0%
VFC V.F. Corporation	0.0%
QDEF	0.0%
GQRE	0.0%
EWT iShares MSCI Taiwan…	0.0%
TLTE	0.0%

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