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Compare Managers

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

Rockefeller Capital Management L.P. ⇄ Stifel Financial Corp

60Shared positions
60.6%Name overlap (Jaccard)
15+Only Rockefeller…
15+Only Stifel…

Shared holdings · Q2 2026

SecurityRockefeller Capital… weightStifel Financial… weight
AAPL Apple Inc. 3.1% 2.7%
NVDA NVIDIA Corporation 2.8% 2.8%
MSFT Microsoft Corporation 2.2% 2.0%
SPY State Street SPDR S&P 500… 3.2% 1.0%
GOOGL Alphabet Inc. 2.3% 1.7%
AMZN Amazon.com, Inc. 2.2% 1.7%
AVGO Broadcom Inc. 1.7% 1.4%
VOO Vanguard S&P 500 ETF 1.5% 1.0%
JPM JPMorgan Chase & Co. 1.2% 1.1%
GOOG Alphabet Inc. 1.2% 1.0%
IVV iShares Core S&P 500 ETF 1.4% 0.6%
QQQ Invesco QQQ Trust, Series… 1.3% 0.6%
LLY Eli Lilly and Company 1.0% 0.8%
CSCO Cisco Systems, Inc. 0.4% 1.2%
V Visa Inc. 0.7% 0.9%
META Meta Platforms, Inc. 0.9% 0.6%
JNJ Johnson & Johnson 0.4% 0.9%
IWF iShares Russell 1000… 0.9% 0.5%
IEFA iShares Core MSCI EAFE ETF 0.5% 0.9%
HD The Home Depot, Inc. 0.6% 0.8%
MRK Merck & Co., Inc. 0.4% 0.9%
TSM Taiwan Semiconductor… 0.7% 0.5%
COST Costco Wholesale… 0.6% 0.5%
ABBV AbbVie Inc. 0.4% 0.8%
IVW iShares S&P 500 Growth ETF 0.2% 0.9%
PANW Palo Alto Networks, Inc. 0.5% 0.6%
GEV GE Vernova Inc. 0.8% 0.3%
VEA Vanguard FTSE Developed… 0.5% 0.5%
CAT Caterpillar Inc. 0.5% 0.5%
MU Micron Technology, Inc. 0.6% 0.3%
IWD iShares Russell 1000… 0.6% 0.4%
KO The Coca-Cola Company 0.4% 0.5%
AMD Advanced Micro Devices… 0.7% 0.2%
IBM International Business… 0.3% 0.6%
AMAT Applied Materials, Inc. 0.5% 0.4%
VTI Vanguard Morningstar… 0.7% 0.2%
PEP PepsiCo, Inc. 0.2% 0.7%
PG The Procter & Gamble… 0.3% 0.6%
XLK State Street Technology… 0.6% 0.3%
IVE iShares S&P 500 Value ETF 0.2% 0.7%
VTV Vanguard Morningstar… 0.5% 0.3%
TXN Texas Instruments… 0.2% 0.7%
CRWD CrowdStrike Holdings, Inc. 0.6% 0.2%
CVX Chevron Corporation 0.4% 0.4%
AMGN Amgen Inc. 0.4% 0.5%
VUG Vanguard Morningstar… 0.5% 0.3%
BRK-B Berkshire Hathaway Inc. 0.5% 0.3%
VGT Vanguard Information… 0.4% 0.3%
APH Amphenol Corporation 0.2% 0.6%
GLD SPDR Gold Shares 0.5% 0.2%
UNP Union Pacific Corporation 0.3% 0.5%
XONA.DE Exxon Mobil Corporation 0.4% 0.3%
GLW Corning Inc 0.2% 0.6%
RSP Invesco S&P 500 Equal… 0.5% 0.2%
ETN Eaton Corporation plc 0.2% 0.5%
TJX The TJX Companies, Inc. 0.3% 0.4%
IEMG iShares Core MSCI… 0.3% 0.4%
AGG iShares Core U.S.… 0.1% 0.6%
ASML ASML Holding N.V. 0.3% 0.4%
WT WisdomTree, Inc. 0.4% 0.2%

Distinctively Rockefeller Capital…

RGEF 1.0%
RSMC 0.9%
RDNT RadNet, Inc. 0.1%
IUS 0.1%
KFY Korn Ferry 0.1%
MD Pediatrix Medical… 0.1%
EVSD Eaton Vance Short… 0.0%
PTCT PTC Therapeutics, Inc. 0.0%
FJAN 0.0%
CECO CECO Environmental… 0.0%
FFEB 0.0%
BUFR FT Vest Laddered… 0.0%
RMNY 0.0%
STC Stewart Information… 0.0%
CALX Calix, Inc. 0.0%

Distinctively Stifel Financial Corp

BKDV BNY Mellon Dynamic… 0.0%
MANE Veradermics… 0.0%
HELO JPMorgan Hedged… 0.0%
AFLG 0.0%
CGCV Capital Group… 0.0%
UTES Virtus Reaves… 0.0%
IBTQ 0.0%
BUXX 0.0%
TACK 0.0%
GARP 0.0%
IBTP 0.0%
CGIC Capital Group… 0.0%
XBIL 0.0%
SDVD 0.0%
MFSI 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