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Compare Managers

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

Raymond James Financial Inc ⇄ Bank Of America Corp /De/

60Shared positions
67.1%Name overlap (Jaccard)
15+Only Raymond James…
15+Only Bank Of…

Shared holdings · Q2 2026

SecurityRaymond James… weightBank Of America… weight
VOO Vanguard S&P 500 ETF 5.8% 1.2%
AAPL Apple Inc. 2.4% 2.4%
NVDA NVIDIA Corporation 1.9% 2.5%
MSFT Microsoft Corporation 1.9% 1.8%
AVGO Broadcom Inc. 1.7% 1.5%
GOOGL Alphabet Inc. 1.3% 1.7%
AGG iShares Core U.S.… 2.5% 0.4%
AMZN Amazon.com, Inc. 1.4% 1.4%
JPM JPMorgan Chase & Co. 1.3% 1.5%
IEFA iShares Core MSCI EAFE ETF 1.2% 1.3%
VTV Vanguard Morningstar… 0.5% 1.9%
SPY State Street SPDR S&P 500… 0.9% 1.5%
VUG Vanguard Morningstar… 0.5% 1.9%
IVV iShares Core S&P 500 ETF 1.0% 1.1%
QQQ Invesco QQQ Trust, Series… 0.8% 0.8%
IEMG iShares Core MSCI… 0.5% 1.2%
GOOG Alphabet Inc. 0.7% 0.7%
LLY Eli Lilly and Company 0.6% 0.9%
META Meta Platforms, Inc. 0.6% 0.8%
IWF iShares Russell 1000… 0.5% 0.9%
VEA Vanguard FTSE Developed… 0.3% 0.9%
WMT Walmart Inc. 0.7% 0.5%
MU Micron Technology, Inc. 0.4% 0.8%
IJH iShares Core S&P Mid-Cap… 0.8% 0.3%
VGT Vanguard Information… 0.2% 0.9%
JNJ Johnson & Johnson 0.7% 0.4%
VO Vanguard Morningstar… 0.7% 0.4%
ABBV AbbVie Inc. 0.7% 0.3%
IWD iShares Russell 1000… 0.3% 0.7%
V Visa Inc. 0.5% 0.5%
AMD Advanced Micro Devices… 0.5% 0.5%
ETN Eaton Corporation plc 0.6% 0.3%
HD The Home Depot, Inc. 0.6% 0.4%
XONA.DE Exxon Mobil Corporation 0.3% 0.6%
IJR iShares Core S&P… 0.6% 0.3%
IWM iShares Russell 2000 ETF 0.2% 0.7%
BRK-B Berkshire Hathaway Inc. 0.6% 0.3%
TSM Taiwan Semiconductor… 0.4% 0.5%
COST Costco Wholesale… 0.4% 0.4%
TSLA Tesla, Inc. 0.3% 0.5%
VCIT Vanguard… 0.1% 0.6%
GOVT iShares U.S. Treasury… 0.0% 0.7%
VIG Vanguard Dividend… 0.4% 0.3%
ADI Analog Devices, Inc. 0.5% 0.2%
VONG Vanguard Russell 1000… 0.1% 0.6%
IUSG iShares Core S&P U.S.… 0.1% 0.6%
XLK State Street Technology… 0.4% 0.3%
VWO Vanguard FTSE Emerging… 0.1% 0.6%
PANW Palo Alto Networks, Inc. 0.2% 0.5%
CSCO Cisco Systems, Inc. 0.3% 0.4%
CAT Caterpillar Inc. 0.3% 0.4%
IUSV iShares Core S&P U.S.… 0.0% 0.6%
GS The Goldman Sachs Group… 0.2% 0.4%
VTI Vanguard Morningstar… 0.3% 0.3%
UNH UnitedHealth Group… 0.4% 0.3%
CVX Chevron Corporation 0.3% 0.3%
WT WisdomTree, Inc. 0.4% 0.2%
AMAT Applied Materials, Inc. 0.3% 0.3%
UNP Union Pacific Corporation 0.3% 0.3%
VB Vanguard Morningstar… 0.2% 0.4%

Distinctively Raymond James…

BUFR FT Vest Laddered… 0.1%
TBIL F/m US Treasury 3… 0.0%
GRNY 0.0%
CGIC Capital Group… 0.0%
KNG FT Cboe Vest S&P 500… 0.0%
RDVI FT Vest Rising… 0.0%
BUFZ 0.0%
FTHI First Trust BuyWrite… 0.0%
BALT 0.0%
IDVO 0.0%
WCMI 0.0%
TBUX 0.0%
PHYL PGIM Active High… 0.0%
QDVO 0.0%
GSST 0.0%

Distinctively Bank Of America Corp…

APGE Apogee Therapeutics… 0.0%
BTDR Bitdeer Technologies… 0.0%
AAUC Allied Gold… 0.0%
SNDX Syndax… 0.0%
MARA Marathon Digital… 0.0%
EMEQ 0.0%
BZ Kanzhun Limited 0.0%
INBX Inhibrx Biosciences… 0.0%
FG F&G Annuities & Life… 0.0%
TAL TAL Education Group 0.0%
ERAS Erasca, Inc. 0.0%
DCH Dauch Corp. 0.0%
AUGO Aura Minerals 0.0%
MLYS Mineralys… 0.0%
KSPI Joint Stock Company… 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