Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Gates Foundation Trust ⇄ Baird Financial Group, Inc.
21Shared positions
1.1%Name overlap (Jaccard)
3+Only Gates…
15+Only Baird…
Shared holdings · Q2 2026
| Security | Gates Foundation… weight | Baird Financial… weight |
|---|---|---|
| BRK-B Berkshire Hathaway Inc. | 21.4% | 1.9% |
| CAT Caterpillar Inc. | 19.7% | 0.4% |
| CNI Canadian National Railway… | 18.0% | 0.0% |
| WM Waste Management, Inc. | 17.3% | 0.1% |
| DE Deere & Company | 6.6% | 0.1% |
| ECL Ecolab Inc. | 4.2% | 0.2% |
| WMT Walmart Inc. | 2.8% | 0.3% |
| HD The Home Depot, Inc. | 1.0% | 1.4% |
| FDX FedEx Corporation | 2.2% | 0.0% |
| WCN Waste Connections, Inc. | 1.0% | 0.2% |
| DHR Danaher Corporation | 0.2% | 0.6% |
| MSGS Madison Square Garden… | 0.7% | 0.0% |
| FDXF FedEx Freight Holding… | 0.5% | 0.0% |
| PCAR PACCAR Inc | 0.3% | 0.1% |
| WST West Pharmaceutical… | 0.5% | 0.0% |
| MCD McDonald's Corporation | 0.3% | 0.2% |
| BUD Anheuser-Busch InBev SA/NV | 0.4% | 0.0% |
| KHC The Kraft Heinz Company | 0.2% | 0.0% |
| HRL Hormel Foods Corporation | 0.1% | 0.0% |
| ONON On Holding AG | 0.1% | 0.0% |
| VLTO Veralto Corporation | 0.0% | 0.0% |
Distinctively Gates Foundation Trust
| KOF Coca-Cola FEMSA… | 1.9% |
| CPNG Coupang, Inc. | 0.5% |
| SDGR Schrödinger, Inc. | 0.3% |
Distinctively Baird Financial…
| AAPL Apple Inc. | 4.0% |
| JPM JPMorgan Chase & Co. | 3.1% |
| GOOG Alphabet Inc. | 3.0% |
| MSFT Microsoft Corporation | 3.0% |
| GEV GE Vernova Inc. | 2.3% |
| VEA Vanguard FTSE… | 2.2% |
| IWD iShares Russell 1000… | 2.1% |
| IWF iShares Russell 1000… | 2.0% |
| AMZN Amazon.com, Inc. | 1.9% |
| GE GE Aerospace | 1.9% |
| JNJ Johnson & Johnson | 1.7% |
| IWR iShares Russell… | 1.6% |
| NVDA NVIDIA Corporation | 1.4% |
| IJR iShares Core S&P… | 1.3% |
| PGR The Progressive… | 1.3% |
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