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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 ⇄ Storebrand Asset Management As

60Shared positions
14.7%Name overlap (Jaccard)
15+Only Parnassus…
15+Only Storebrand…

Shared holdings · Q2 2026

SecurityParnassus… weightStorebrand Asset… weight
NVDA NVIDIA Corporation 4.5% 6.8%
AAPL Apple Inc. 3.3% 5.9%
MSFT Microsoft Corporation 4.7% 3.7%
GOOGL Alphabet Inc. 5.2% 3.0%
AMZN Amazon.com, Inc. 4.4% 3.4%
AMAT Applied Materials, Inc. 4.9% 0.9%
AMD Advanced Micro Devices… 3.6% 1.2%
AVGO Broadcom Inc. 2.1% 2.3%
KLAC KLA Corporation 3.5% 0.7%
WM Waste Management, Inc. 2.9% 0.8%
DE Deere & Company 2.8% 0.4%
MA Mastercard Incorporated 2.2% 1.0%
LLY Eli Lilly and Company 1.7% 1.4%
BAC Bank of America… 2.1% 0.7%
LIN Linde plc 2.2% 0.5%
TMO Thermo Fisher Scientific… 2.2% 0.3%
GWW W.W. Grainger, Inc. 2.2% 0.1%
HD The Home Depot, Inc. 1.7% 0.5%
MU Micron Technology, Inc. 0.4% 1.7%
O Realty Income Corporation 1.9% 0.2%
DHR Danaher Corporation 1.9% 0.2%
DASH DoorDash, Inc. 1.9% 0.1%
JPM JPMorgan Chase & Co. 0.5% 1.4%
FERG Ferguson plc 1.8% 0.1%
ICE Intercontinental… 1.5% 0.3%
SYK Stryker Corporation 1.6% 0.2%
SPGI S&P Global Inc. 1.6% 0.2%
V Visa Inc. 0.3% 1.5%
SNPS Synopsys, Inc. 1.7% 0.1%
COST Costco Wholesale… 1.6% 0.2%
HUBB Hubbell Incorporated 1.5% 0.3%
META Meta Platforms, Inc. 0.0% 1.6%
AZO AutoZone, Inc. 1.5% 0.1%
MAR Marriott International… 1.5% 0.1%
PG The Procter & Gamble… 1.0% 0.6%
VMC Vulcan Materials Company 1.5% 0.0%
MRSH Marsh & McLennan… 0.9% 0.4%
ODFL Old Dominion Freight… 1.2% 0.1%
ORCL Oracle Corporation 0.8% 0.3%
BNY Bank of New York Mellon… 0.8% 0.3%
SHW The Sherwin-Williams… 1.1% 0.0%
INTC Intel Corp. 0.3% 0.8%
LRCX Lam Research Corporation 0.2% 0.9%
KO The Coca-Cola Company 0.4% 0.6%
C Citigroup Inc. 0.3% 0.6%
WDC Western Digital… 0.3% 0.5%
ABT Abbott Laboratories 0.2% 0.6%
VZ Verizon Communications… 0.4% 0.4%
PWR Quanta Services, Inc. 0.1% 0.7%
UNH UnitedHealth Group… 0.2% 0.5%
CMI Cummins Inc. 0.4% 0.3%
TSM Taiwan Semiconductor… 0.5% 0.2%
SYY Sysco Corporation 0.4% 0.2%
RSG Republic Services, Inc. 0.2% 0.4%
CBRE CBRE Group, Inc. 0.5% 0.1%
SCHW The Charles Schwab… 0.3% 0.2%
PGR The Progressive… 0.3% 0.2%
NFLX Netflix, Inc. 0.0% 0.4%
CME CME Group Inc. 0.2% 0.2%
MSCI MSCI Inc. 0.0% 0.4%

Distinctively Parnassus…

GEV GE Vernova Inc. 1.4%
BEPC Brookfield Renewable… 0.5%
CMS CMS Energy Corporation 0.5%
UNP Union Pacific… 0.3%
AZN AstraZeneca PLC 0.3%
USFD US Foods Holding Corp. 0.3%
WMT Walmart Inc. 0.2%
SARO StandardAero, Inc. 0.2%
GWRE Guidewire Software… 0.2%
NICE NICE Ltd. 0.1%
RTO Rentokil Initial plc 0.1%
VIK Viking Holdings Ltd 0.1%
TPX Tempur Sealy… 0.0%
ROIV Roivant Sciences Ltd. 0.0%
TWST Twist Bioscience… 0.0%

Distinctively Storebrand Asset…

GOOG Alphabet Inc. 2.6%
TSLA Tesla, Inc. 1.6%
CSCO Cisco Systems, Inc. 0.9%
PANW Palo Alto Networks… 0.7%
ABBV AbbVie Inc. 0.7%
GS The Goldman Sachs… 0.6%
MRK Merck & Co., Inc. 0.5%
CRWD CrowdStrike Holdings… 0.5%
MCO Moody's Corporation 0.5%
DELL Dell Technologies Inc. 0.4%
GLW Corning Inc 0.4%
WELL Welltower Inc. 0.4%
MS Morgan Stanley 0.4%
STX Seagate Technology… 0.4%
AWK American Water Works… 0.4%
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