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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 ⇄ Stifel Financial Corp

60Shared positions
60.9%Name overlap (Jaccard)
15+Only Raymond James…
15+Only Stifel…

Shared holdings · Q2 2026

SecurityRaymond James… weightStifel Financial… weight
VOO Vanguard S&P 500 ETF 5.8% 1.0%
AAPL Apple Inc. 2.4% 2.7%
NVDA NVIDIA Corporation 1.9% 2.8%
MSFT Microsoft Corporation 1.9% 2.0%
AVGO Broadcom Inc. 1.7% 1.4%
AGG iShares Core U.S.… 2.5% 0.6%
AMZN Amazon.com, Inc. 1.4% 1.7%
GOOGL Alphabet Inc. 1.3% 1.7%
JPM JPMorgan Chase & Co. 1.3% 1.1%
IEFA iShares Core MSCI EAFE ETF 1.2% 0.9%
SPY State Street SPDR S&P 500… 0.9% 1.0%
GOOG Alphabet Inc. 0.7% 1.0%
JNJ Johnson & Johnson 0.7% 0.9%
CSCO Cisco Systems, Inc. 0.3% 1.2%
IVV iShares Core S&P 500 ETF 1.0% 0.6%
QQQ Invesco QQQ Trust, Series… 0.8% 0.6%
ABBV AbbVie Inc. 0.7% 0.8%
V Visa Inc. 0.5% 0.9%
LLY Eli Lilly and Company 0.6% 0.8%
HD The Home Depot, Inc. 0.6% 0.8%
META Meta Platforms, Inc. 0.6% 0.6%
ETN Eaton Corporation plc 0.6% 0.5%
IVW iShares S&P 500 Growth ETF 0.2% 0.9%
MRK Merck & Co., Inc. 0.2% 0.9%
WMT Walmart Inc. 0.7% 0.3%
IJH iShares Core S&P Mid-Cap… 0.8% 0.2%
IWF iShares Russell 1000… 0.5% 0.5%
COST Costco Wholesale… 0.4% 0.5%
BRK-B Berkshire Hathaway Inc. 0.6% 0.3%
VO Vanguard Morningstar… 0.7% 0.2%
TXN Texas Instruments… 0.2% 0.7%
VTV Vanguard Morningstar… 0.5% 0.3%
PEP PepsiCo, Inc. 0.1% 0.7%
IEMG iShares Core MSCI… 0.5% 0.4%
VUG Vanguard Morningstar… 0.5% 0.3%
IBM International Business… 0.2% 0.6%
CAT Caterpillar Inc. 0.3% 0.5%
KO The Coca-Cola Company 0.3% 0.5%
PG The Procter & Gamble… 0.3% 0.6%
TSM Taiwan Semiconductor… 0.4% 0.5%
UNP Union Pacific Corporation 0.3% 0.5%
VEA Vanguard FTSE Developed… 0.3% 0.5%
PANW Palo Alto Networks, Inc. 0.2% 0.6%
IVE iShares S&P 500 Value ETF 0.1% 0.7%
AMD Advanced Micro Devices… 0.5% 0.2%
ADI Analog Devices, Inc. 0.5% 0.3%
CVX Chevron Corporation 0.3% 0.4%
MU Micron Technology, Inc. 0.4% 0.3%
XLK State Street Technology… 0.4% 0.3%
IWD iShares Russell 1000… 0.3% 0.4%
APH Amphenol Corporation 0.2% 0.6%
GLW Corning Inc 0.2% 0.6%
IJR iShares Core S&P… 0.6% 0.1%
AMAT Applied Materials, Inc. 0.3% 0.4%
CMI Cummins Inc. 0.3% 0.4%
CGDV Capital Group Dividend… 0.4% 0.3%
VZ Verizon Communications… 0.4% 0.3%
GEV GE Vernova Inc. 0.3% 0.3%
XONA.DE Exxon Mobil Corporation 0.3% 0.3%
TJX The TJX Companies, Inc. 0.3% 0.4%

Distinctively Raymond James…

BUFR FT Vest Laddered… 0.1%
PBUS Invesco MSCI USA ETF 0.0%
BUFZ 0.0%
BALT 0.0%
LSGR 0.0%
HGER Harbor Commodity… 0.0%
ISPY 0.0%
ACIO 0.0%
ARXS Arxis, Inc. Class A… 0.0%
HMOP 0.0%
INTF iShares International… 0.0%
JHMD 0.0%
BUFP 0.0%
FLUD 0.0%
EMGF iShares Emerging… 0.0%

Distinctively Stifel Financial Corp

MANE Veradermics… 0.0%
IALT iShares Systematic… 0.0%
AFLG 0.0%
GGOV iShares Global… 0.0%
BUXX 0.0%
TACK 0.0%
GMUB 0.0%
OMER Omeros Corporation 0.0%
IPX 0.0%
BITQ 0.0%
GMRE 0.0%
BINV 0.0%
XPEL XPEL, Inc. 0.0%
HECA 0.0%
ASTE Astec Industries, Inc. 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