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Compare Managers

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

Parnassus Investments, Llc ⇄ Bank Julius Baer & Co. Ltd, Zurich

60Shared positions
14.9%Name overlap (Jaccard)
15+Only Parnassus…
15+Only Bank Julius…

Shared holdings · Q2 2026

SecurityParnassus… weightBank Julius Baer &… weight
GOOGL Alphabet Inc. 5.2% 5.8%
NVDA NVIDIA Corporation 4.5% 5.1%
MSFT Microsoft Corporation 4.7% 4.6%
AMAT Applied Materials, Inc. 4.9% 2.8%
AAPL Apple Inc. 3.3% 4.2%
AMZN Amazon.com, Inc. 4.4% 2.3%
AVGO Broadcom Inc. 2.1% 2.9%
KLAC KLA Corporation 3.5% 1.3%
LLY Eli Lilly and Company 1.7% 2.9%
AMD Advanced Micro Devices… 3.6% 0.4%
MA Mastercard Incorporated 2.2% 1.1%
META Meta Platforms, Inc. 0.0% 3.1%
LIN Linde plc 2.2% 0.7%
WM Waste Management, Inc. 2.9% 0.0%
DE Deere & Company 2.8% 0.0%
COST Costco Wholesale… 1.6% 1.2%
BAC Bank of America… 2.1% 0.6%
LRCX Lam Research Corporation 0.2% 2.4%
TMO Thermo Fisher Scientific… 2.2% 0.0%
GWW W.W. Grainger, Inc. 2.2% 0.0%
JPM JPMorgan Chase & Co. 0.5% 1.6%
PG The Procter & Gamble… 1.0% 1.2%
DHR Danaher Corporation 1.9% 0.2%
FERG Ferguson plc 1.8% 0.2%
O Realty Income Corporation 1.9% 0.0%
SYK Stryker Corporation 1.6% 0.3%
HD The Home Depot, Inc. 1.7% 0.1%
V Visa Inc. 0.3% 1.6%
SPGI S&P Global Inc. 1.6% 0.2%
MAR Marriott International… 1.5% 0.3%
GEV GE Vernova Inc. 1.4% 0.3%
SNPS Synopsys, Inc. 1.7% 0.0%
TSM Taiwan Semiconductor… 0.5% 1.2%
ICE Intercontinental… 1.5% 0.0%
HUBB Hubbell Incorporated 1.5% 0.0%
WMT Walmart Inc. 0.2% 1.1%
AZN AstraZeneca PLC 0.3% 1.0%
ODFL Old Dominion Freight… 1.2% 0.0%
KO The Coca-Cola Company 0.4% 0.8%
MU Micron Technology, Inc. 0.4% 0.7%
SHW The Sherwin-Williams… 1.1% 0.0%
ORCL Oracle Corporation 0.8% 0.3%
PGR The Progressive… 0.3% 0.8%
NFLX Netflix, Inc. 0.0% 1.0%
MRSH Marsh & McLennan… 0.9% 0.0%
CME CME Group Inc. 0.2% 0.7%
BNY Bank of New York Mellon… 0.8% 0.0%
WDC Western Digital… 0.3% 0.5%
TER Teradyne, Inc. 0.1% 0.7%
SCHW The Charles Schwab… 0.3% 0.4%
ISRG Intuitive Surgical, Inc. 0.0% 0.7%
HLT Hilton Worldwide Holdings… 0.2% 0.5%
VZ Verizon Communications… 0.4% 0.3%
TT Trane Technologies plc 0.1% 0.5%
CDNS Cadence Design Systems… 0.0% 0.5%
SNOW Snowflake Inc. 0.1% 0.4%
C Citigroup Inc. 0.3% 0.2%
ABT Abbott Laboratories 0.2% 0.3%
CBRE CBRE Group, Inc. 0.5% 0.0%
CMI Cummins Inc. 0.4% 0.0%

Distinctively Parnassus…

DASH DoorDash, Inc. 1.9%
AZO AutoZone, Inc. 1.5%
VMC Vulcan Materials… 1.5%
BEPC Brookfield Renewable… 0.5%
CMS CMS Energy Corporation 0.5%
SYY Sysco Corporation 0.4%
CI Cigna Corporation 0.3%
USFD US Foods Holding Corp. 0.3%
SARO StandardAero, Inc. 0.2%
GWRE Guidewire Software… 0.2%
DKS DICK'S Sporting… 0.2%
TFC Truist Financial… 0.2%
CNHI CNH Industrial N.V. 0.2%
DHI D.R. Horton, Inc. 0.1%
MDLN Medline Inc. 0.1%

Distinctively Bank Julius Baer &…

SPY State Street SPDR S&P… 3.0%
JNJ Johnson & Johnson 1.8%
CSCO Cisco Systems, Inc. 1.8%
CAT Caterpillar Inc. 1.7%
GE GE Aerospace 1.3%
MRK Merck & Co., Inc. 1.2%
ETN Eaton Corporation plc 0.8%
APH Amphenol Corporation 0.8%
IEF iShares 7-10 Year… 0.8%
IEI iShares 3-7 Year… 0.7%
COP ConocoPhillips 0.7%
XONA.DE Exxon Mobil… 0.7%
QQQ Invesco QQQ Trust… 0.7%
UBS UBS Group AG 0.7%
WFC Wells Fargo & Company 0.7%
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