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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 ⇄ Osaic Holdings, Inc.

60Shared positions
64.7%Name overlap (Jaccard)
15+Only Raymond James…
15+Only Osaic…

Shared holdings · Q2 2026

SecurityRaymond James… weightOsaic Holdings, Inc. weight
VOO Vanguard S&P 500 ETF 5.8% 1.2%
AAPL Apple Inc. 2.4% 3.0%
NVDA NVIDIA Corporation 1.9% 2.2%
MSFT Microsoft Corporation 1.9% 1.4%
AGG iShares Core U.S.… 2.5% 0.3%
IVV iShares Core S&P 500 ETF 1.0% 1.7%
QQQ Invesco QQQ Trust, Series… 0.8% 1.8%
AMZN Amazon.com, Inc. 1.4% 1.1%
AVGO Broadcom Inc. 1.7% 0.6%
SPY State Street SPDR S&P 500… 0.9% 1.3%
GOOGL Alphabet Inc. 1.3% 0.9%
JPM JPMorgan Chase & Co. 1.3% 0.5%
VTI Vanguard Morningstar… 0.3% 1.2%
IEFA iShares Core MSCI EAFE ETF 1.2% 0.3%
GOOG Alphabet Inc. 0.7% 0.7%
VUG Vanguard Morningstar… 0.5% 0.8%
BRK-B Berkshire Hathaway Inc. 0.6% 0.7%
XLK State Street Technology… 0.4% 0.8%
VTV Vanguard Morningstar… 0.5% 0.7%
IJH iShares Core S&P Mid-Cap… 0.8% 0.3%
META Meta Platforms, Inc. 0.6% 0.5%
LLY Eli Lilly and Company 0.6% 0.5%
WMT Walmart Inc. 0.7% 0.3%
CGDV Capital Group Dividend… 0.4% 0.7%
VIG Vanguard Dividend… 0.4% 0.6%
VO Vanguard Morningstar… 0.7% 0.3%
WT WisdomTree, Inc. 0.4% 0.6%
JNJ Johnson & Johnson 0.7% 0.3%
ABBV AbbVie Inc. 0.7% 0.3%
IWF iShares Russell 1000… 0.5% 0.5%
SPYM State Street SPDR… 0.1% 0.8%
SCHG Schwab U.S. Large-Cap… 0.2% 0.7%
MU Micron Technology, Inc. 0.4% 0.5%
IJR iShares Core S&P… 0.6% 0.3%
AMD Advanced Micro Devices… 0.5% 0.3%
VEA Vanguard FTSE Developed… 0.3% 0.5%
IEMG iShares Core MSCI… 0.5% 0.4%
V Visa Inc. 0.5% 0.3%
QQQM Invesco NASDAQ 100 ETF 0.3% 0.5%
ETN Eaton Corporation plc 0.6% 0.1%
HD The Home Depot, Inc. 0.6% 0.2%
RDVY First Trust Rising… 0.3% 0.4%
CGGR Capital Group Growth ETF 0.2% 0.5%
TSLA Tesla, Inc. 0.3% 0.4%
COST Costco Wholesale… 0.4% 0.3%
CAT Caterpillar Inc. 0.3% 0.4%
XONA.DE Exxon Mobil Corporation 0.3% 0.3%
VYM Vanguard High Dividend… 0.3% 0.3%
RSP Invesco S&P 500 Equal… 0.2% 0.4%
TSM Taiwan Semiconductor… 0.4% 0.3%
GLD SPDR Gold Shares 0.2% 0.4%
ADI Analog Devices, Inc. 0.5% 0.1%
IWD iShares Russell 1000… 0.3% 0.2%
SCHD Schwab U.S. Dividend… 0.2% 0.4%
KO The Coca-Cola Company 0.3% 0.3%
VB Vanguard Morningstar… 0.2% 0.4%
CVX Chevron Corporation 0.3% 0.2%
UNH UnitedHealth Group… 0.4% 0.2%
CSCO Cisco Systems, Inc. 0.3% 0.2%
SECT Main Sector Rotation ETF 0.0% 0.5%

Distinctively Raymond James…

IDEQ 0.0%
CSTK 0.0%
APLU 0.0%
RJDI 0.0%
ESN 0.0%
IG 0.0%
THMZ 0.0%
MFSV 0.0%
PBQQ 0.0%
SEPI 0.0%
IMOM 0.0%
RJMI 0.0%
DECP 0.0%
NOVP 0.0%
PBDE 0.0%

Distinctively Osaic Holdings, Inc.

EDGF 0.1%
PSFF 0.1%
DMBS 0.1%
MBS 0.1%
EDGU 0.0%
EDGH 0.0%
JEMB 0.0%
MGNR 0.0%
BINV 0.0%
CAFX 0.0%
DWUS 0.0%
ASIA 0.0%
TMAT 0.0%
MRSK 0.0%
EDGI 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