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Compare Managers

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

Jones Financial Companies Lllp ⇄ Us Bancorp \De\

60Shared positions
64.4%Name overlap (Jaccard)
15+Only Jones…
15+Only Us Bancorp…

Shared holdings · Q2 2026

SecurityJones Financial… weightUs Bancorp \De\ weight
IVV iShares Core S&P 500 ETF 5.7% 5.4%
AGG iShares Core U.S.… 4.4% 4.3%
IEFA iShares Core MSCI EAFE ETF 4.3% 3.8%
VUG Vanguard Morningstar… 7.3% 0.1%
IWR iShares Russell Mid-Cap… 4.4% 1.5%
SPYM State Street SPDR… 5.8% 0.0%
SCHX Schwab U.S. Large-Cap ETF 0.1% 5.5%
VO Vanguard Morningstar… 3.5% 2.0%
VOO Vanguard S&P 500 ETF 5.0% 0.3%
AAPL Apple Inc. 1.1% 3.2%
VTV Vanguard Morningstar… 3.9% 0.2%
SPY State Street SPDR S&P 500… 0.3% 3.4%
IEMG iShares Core MSCI… 0.7% 2.6%
GOOGL Alphabet Inc. 0.9% 2.3%
MSFT Microsoft Corporation 0.9% 2.2%
NVDA NVIDIA Corporation 1.2% 1.8%
VV Vanguard Morningstar… 2.6% 0.0%
AMZN Amazon.com, Inc. 0.9% 1.6%
VEA Vanguard FTSE Developed… 1.6% 0.8%
LLY Eli Lilly and Company 0.4% 1.8%
IJR iShares Core S&P… 1.3% 0.8%
IWB iShares Russell 1000 ETF 1.4% 0.4%
SCZ iShares MSCI EAFE… 1.8% 0.0%
IUSB iShares Core Universal… 1.6% 0.0%
USHY iShares Broad USD High… 1.5% 0.1%
JPM JPMorgan Chase & Co. 0.3% 1.2%
EFV iShares MSCI EAFE Value… 0.2% 1.2%
AVDV Avantis International… 1.4% 0.0%
IXUS iShares Core MSCI Total… 0.0% 1.2%
QQQ Invesco QQQ Trust, Series… 0.2% 1.0%
MU Micron Technology, Inc. 0.2% 1.0%
AVGO Broadcom Inc. 0.6% 0.5%
EFA iShares MSCI EAFE ETF 0.3% 0.8%
AMD Advanced Micro Devices… 0.3% 0.7%
META Meta Platforms, Inc. 0.3% 0.7%
GOOG Alphabet Inc. 0.3% 0.7%
VTI Vanguard Morningstar… 0.2% 0.8%
VTWO Vanguard Russell 2000 ETF 0.1% 0.8%
SCHH Schwab U.S. REIT ETF 0.0% 0.9%
JNJ Johnson & Johnson 0.2% 0.7%
DFIS Dimensional -… 0.9% 0.0%
IWM iShares Russell 2000 ETF 0.1% 0.7%
IWS iShares Russell Mid-Cap… 0.5% 0.4%
BRK-B Berkshire Hathaway Inc. 0.2% 0.6%
WMT Walmart Inc. 0.1% 0.7%
MUB iShares National Muni… 0.1% 0.6%
MDY State Street SPDR S&P… 0.0% 0.7%
ABBV AbbVie Inc. 0.1% 0.6%
IJH iShares Core S&P Mid-Cap… 0.3% 0.4%
IWF iShares Russell 1000… 0.2% 0.5%
BRK-A Berkshire Hathaway Inc. 0.0% 0.7%
CAT Caterpillar Inc. 0.1% 0.6%
PG The Procter & Gamble… 0.1% 0.5%
XONA.DE Exxon Mobil Corporation 0.2% 0.5%
V Visa Inc. 0.3% 0.3%
COST Costco Wholesale… 0.1% 0.5%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.1%
XLK State Street Technology… 0.1% 0.6%
PANW Palo Alto Networks, Inc. 0.1% 0.5%
AMAT Applied Materials, Inc. 0.2% 0.5%

Distinctively Jones Financial…

JHMM John Hancock… 0.1%
CGCP Capital Group Core… 0.0%
JBND JPMorgan Active Bond… 0.0%
SCMB Schwab Municipal Bond… 0.0%
PVAL Putnam Focused Large… 0.0%
JAVA JPMorgan Active Value… 0.0%
MFSI 0.0%
COWG Pacer US Large Cap… 0.0%
TCHP T. Rowe Price Blue… 0.0%
CGMS Capital Group U.S.… 0.0%
CGSD Capital Group Short… 0.0%
TMSL T. Rowe Price… 0.0%
FLCB Franklin U.S. Core… 0.0%
JPEF 0.0%
CGCB Capital Group Core… 0.0%

Distinctively Us Bancorp \De\

HONA Honeywell Aerospace… 0.1%
SMIG Bahl & Gaynor… 0.0%
PJAN 0.0%
USSG 0.0%
POCT 0.0%
PAPR 0.0%
IBMS 0.0%
FIW 0.0%
IOCT 0.0%
YLD 0.0%
IAPR 0.0%
BOXX 0.0%
SPUU 0.0%
YSEP 0.0%
GSEP 0.0%
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