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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 ⇄ Rockefeller Capital Management L.P.

60Shared positions
66.1%Name overlap (Jaccard)
15+Only Raymond James…
15+Only Rockefeller…

Shared holdings · Q2 2026

SecurityRaymond James… weightRockefeller Capital… weight
VOO Vanguard S&P 500 ETF 5.8% 1.5%
AAPL Apple Inc. 2.4% 3.1%
NVDA NVIDIA Corporation 1.9% 2.8%
SPY State Street SPDR S&P 500… 0.9% 3.2%
MSFT Microsoft Corporation 1.9% 2.2%
AMZN Amazon.com, Inc. 1.4% 2.2%
GOOGL Alphabet Inc. 1.3% 2.3%
AVGO Broadcom Inc. 1.7% 1.7%
AGG iShares Core U.S.… 2.5% 0.1%
JPM JPMorgan Chase & Co. 1.3% 1.2%
IVV iShares Core S&P 500 ETF 1.0% 1.4%
QQQ Invesco QQQ Trust, Series… 0.8% 1.3%
GOOG Alphabet Inc. 0.7% 1.2%
IEFA iShares Core MSCI EAFE ETF 1.2% 0.5%
LLY Eli Lilly and Company 0.6% 1.0%
META Meta Platforms, Inc. 0.6% 0.9%
IWF iShares Russell 1000… 0.5% 0.9%
AMD Advanced Micro Devices… 0.5% 0.7%
IJH iShares Core S&P Mid-Cap… 0.8% 0.4%
V Visa Inc. 0.5% 0.7%
JNJ Johnson & Johnson 0.7% 0.4%
HD The Home Depot, Inc. 0.6% 0.6%
VO Vanguard Morningstar… 0.7% 0.4%
ABBV AbbVie Inc. 0.7% 0.4%
GEV GE Vernova Inc. 0.3% 0.8%
TSM Taiwan Semiconductor… 0.4% 0.7%
MU Micron Technology, Inc. 0.4% 0.6%
WMT Walmart Inc. 0.7% 0.3%
VTV Vanguard Morningstar… 0.5% 0.5%
BRK-B Berkshire Hathaway Inc. 0.6% 0.5%
XLK State Street Technology… 0.4% 0.6%
IJR iShares Core S&P… 0.6% 0.4%
VUG Vanguard Morningstar… 0.5% 0.5%
COST Costco Wholesale… 0.4% 0.6%
VTI Vanguard Morningstar… 0.3% 0.7%
IWD iShares Russell 1000… 0.3% 0.6%
VEA Vanguard FTSE Developed… 0.3% 0.5%
ETN Eaton Corporation plc 0.6% 0.2%
WT WisdomTree, Inc. 0.4% 0.4%
CAT Caterpillar Inc. 0.3% 0.5%
RSP Invesco S&P 500 Equal… 0.2% 0.5%
GLD SPDR Gold Shares 0.2% 0.5%
ADI Analog Devices, Inc. 0.5% 0.3%
XONA.DE Exxon Mobil Corporation 0.3% 0.4%
IEMG iShares Core MSCI… 0.5% 0.3%
AMAT Applied Materials, Inc. 0.3% 0.5%
CRWD CrowdStrike Holdings, Inc. 0.1% 0.6%
CVX Chevron Corporation 0.3% 0.4%
CSCO Cisco Systems, Inc. 0.3% 0.4%
PANW Palo Alto Networks, Inc. 0.2% 0.5%
VIG Vanguard Dividend… 0.4% 0.3%
NEE NextEra Energy, Inc. 0.3% 0.4%
KO The Coca-Cola Company 0.3% 0.4%
VGT Vanguard Information… 0.2% 0.4%
TSLA Tesla, Inc. 0.3% 0.3%
EFA iShares MSCI EAFE ETF 0.1% 0.5%
UNP Union Pacific Corporation 0.3% 0.3%
MRK Merck & Co., Inc. 0.2% 0.4%
TJX The TJX Companies, Inc. 0.3% 0.3%
VZ Verizon Communications… 0.4% 0.2%

Distinctively Raymond James…

TMSL T. Rowe Price… 0.1%
BKDV BNY Mellon Dynamic… 0.1%
MFSI 0.1%
JIVE JPMorgan… 0.0%
JPEF 0.0%
CGIC Capital Group… 0.0%
HELO JPMorgan Hedged… 0.0%
PBUS Invesco MSCI USA ETF 0.0%
BSCW 0.0%
CGCV Capital Group… 0.0%
GARP 0.0%
TBUX 0.0%
QDVO 0.0%
ISPY 0.0%
INCM 0.0%

Distinctively Rockefeller Capital…

RGEF 1.0%
RSMC 0.9%
CLSE 0.0%
RMNY 0.0%
CALX Calix, Inc. 0.0%
RMCA 0.0%
CSPF 0.0%
BUFY 0.0%
DSMC 0.0%
HEQT 0.0%
BRIE 0.0%
MDST 0.0%
PEB-PE 0.0%
RFLR 0.0%
BINV 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