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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Hrt Financial Lp ⇄ Rockefeller Capital Management L.P.

60Shared positions
35.1%Name overlap (Jaccard)
15+Only Hrt Financial…
15+Only Rockefeller…

Shared holdings · Q2 2026

SecurityHrt Financial Lp weightRockefeller Capital… weight
SPY State Street SPDR S&P 500… 10.2% 3.2%
QQQ Invesco QQQ Trust, Series… 4.9% 1.3%
AAPL Apple Inc. 0.7% 3.1%
NVDA NVIDIA Corporation 0.9% 2.8%
GOOG Alphabet Inc. 2.3% 1.2%
AMD Advanced Micro Devices… 2.5% 0.7%
AMZN Amazon.com, Inc. 0.7% 2.2%
IWM iShares Russell 2000 ETF 2.4% 0.4%
AVGO Broadcom Inc. 0.6% 1.7%
MU Micron Technology, Inc. 1.7% 0.6%
IVV iShares Core S&P 500 ETF 0.3% 1.4%
JPM JPMorgan Chase & Co. 0.4% 1.2%
VOO Vanguard S&P 500 ETF 0.1% 1.5%
META Meta Platforms, Inc. 0.5% 0.9%
COST Costco Wholesale… 0.6% 0.6%
INTC Intel Corp. 1.1% 0.1%
BE Bloom Energy Corporation 1.1% 0.1%
LLY Eli Lilly and Company 0.1% 1.0%
SPCX Space Exploration… 1.1% 0.0%
ORCL Oracle Corporation 0.9% 0.1%
V Visa Inc. 0.2% 0.7%
TSM Taiwan Semiconductor… 0.2% 0.7%
JNJ Johnson & Johnson 0.5% 0.4%
SNDK Sandisk Corporation 0.9% 0.0%
VTI Vanguard Morningstar… 0.2% 0.7%
GS The Goldman Sachs Group… 0.6% 0.3%
PLTR Palantir Technologies Inc. 0.6% 0.2%
ABBV AbbVie Inc. 0.5% 0.4%
VRT Vertiv Holdings Co 0.6% 0.2%
GEV GE Vernova Inc. 0.0% 0.8%
QCOM QUALCOMM Incorporated 0.6% 0.1%
BRK-B Berkshire Hathaway Inc. 0.3% 0.5%
CAT Caterpillar Inc. 0.2% 0.5%
CRDO Credo Technology Group… 0.7% 0.0%
XONA.DE Exxon Mobil Corporation 0.3% 0.4%
CSCO Cisco Systems, Inc. 0.3% 0.4%
CRM Salesforce, Inc. 0.6% 0.1%
TSLA Tesla, Inc. 0.3% 0.3%
CVX Chevron Corporation 0.2% 0.4%
UNH UnitedHealth Group… 0.5% 0.2%
LRCX Lam Research Corporation 0.4% 0.2%
STX Seagate Technology… 0.5% 0.1%
HD The Home Depot, Inc. 0.0% 0.6%
MRK Merck & Co., Inc. 0.2% 0.4%
PANW Palo Alto Networks, Inc. 0.0% 0.5%
SOXX iShares Semiconductor ETF 0.1% 0.4%
C Citigroup Inc. 0.4% 0.2%
UBER Uber Technologies, Inc. 0.1% 0.4%
TJX The TJX Companies, Inc. 0.2% 0.3%
T AT&T Inc. 0.3% 0.2%
KO The Coca-Cola Company 0.1% 0.4%
WMT Walmart Inc. 0.2% 0.3%
WT WisdomTree, Inc. 0.0% 0.4%
VGT Vanguard Information… 0.0% 0.4%
GLW Corning Inc 0.2% 0.2%
HLT Hilton Worldwide Holdings… 0.4% 0.0%
BA The Boeing Company 0.3% 0.2%
NEE NextEra Energy, Inc. 0.1% 0.4%
ANET Arista Networks, Inc. 0.0% 0.4%
GE GE Aerospace 0.1% 0.3%

Distinctively Hrt Financial Lp

UPRO ProShares - UltraPro… 0.1%
BULL Webull Corporation… 0.1%
PUMP ProPetro Holding Corp. 0.0%
SOXL Direxion Daily… 0.0%
AMBQ Ambiq Micro, Inc. 0.0%
CCZ 0.0%
PAGS PagSeguro Digital Ltd. 0.0%
MUU 0.0%
MLTX MoonLake… 0.0%
PSNL Personalis, Inc. 0.0%
SQQQ ProShares - UltraPro… 0.0%
ETHA iShares Ethereum… 0.0%
ODD Oddity Tech Ltd. 0.0%
SGHC Super Group (SGHC)… 0.0%
NMM Navios Maritime… 0.0%

Distinctively Rockefeller Capital…

GOOGL Alphabet Inc. 2.3%
MSFT Microsoft Corporation 2.2%
RGEF 1.0%
RSMC 0.9%
IWF iShares Russell 1000… 0.9%
CRWD CrowdStrike Holdings… 0.6%
IWD iShares Russell 1000… 0.6%
XLK State Street… 0.6%
RSP Invesco S&P 500 Equal… 0.5%
GLD SPDR Gold Shares 0.5%
VEA Vanguard FTSE… 0.5%
EFA iShares MSCI EAFE ETF 0.5%
VTV Vanguard Morningstar… 0.5%
AMAT Applied Materials… 0.5%
VUG Vanguard Morningstar… 0.5%
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