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Compare Managers

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

Sei Investments Co ⇄ New York State Common Retirement Fund

60Shared positions
73.0%Name overlap (Jaccard)
15+Only Sei…
15+Only New York…

Shared holdings · Q2 2026

SecuritySei Investments Co weightNew York State… weight
NVDA NVIDIA Corporation 3.6% 6.3%
AAPL Apple Inc. 2.2% 6.0%
MSFT Microsoft Corporation 1.9% 4.0%
AMZN Amazon.com, Inc. 1.9% 3.4%
GOOGL Alphabet Inc. 1.3% 3.0%
GOOG Alphabet Inc. 1.8% 2.4%
AVGO Broadcom Inc. 1.5% 2.4%
META Meta Platforms, Inc. 0.9% 1.7%
MU Micron Technology, Inc. 0.9% 1.7%
TSLA Tesla, Inc. 0.5% 1.6%
LLY Eli Lilly and Company 0.7% 1.3%
AMD Advanced Micro Devices… 0.7% 1.3%
JPM JPMorgan Chase & Co. 0.3% 1.2%
V Visa Inc. 0.6% 0.8%
BRK-B Berkshire Hathaway Inc. 0.2% 1.2%
TSM Taiwan Semiconductor… 0.9% 0.4%
JNJ Johnson & Johnson 0.4% 0.9%
AMAT Applied Materials, Inc. 0.3% 0.8%
LRCX Lam Research Corporation 0.4% 0.7%
MA Mastercard Incorporated 0.4% 0.6%
INTC Intel Corp. 0.2% 0.8%
CSCO Cisco Systems, Inc. 0.3% 0.7%
CAT Caterpillar Inc. 0.3% 0.7%
GE GE Aerospace 0.4% 0.6%
XONA.DE Exxon Mobil Corporation 0.2% 0.7%
WMT Walmart Inc. 0.2% 0.7%
KLAC KLA Corporation 0.2% 0.6%
GEV GE Vernova Inc. 0.4% 0.4%
ABBV AbbVie Inc. 0.2% 0.6%
BAC Bank of America… 0.2% 0.5%
WELL Welltower Inc. 0.5% 0.2%
COST Costco Wholesale… 0.2% 0.6%
UNH UnitedHealth Group… 0.2% 0.5%
SNDK Sandisk Corporation 0.2% 0.4%
MRK Merck & Co., Inc. 0.2% 0.5%
KO The Coca-Cola Company 0.2% 0.5%
PG The Procter & Gamble… 0.2% 0.5%
HD The Home Depot, Inc. 0.1% 0.5%
C Citigroup Inc. 0.3% 0.3%
MS Morgan Stanley 0.2% 0.4%
RTX RTX Corporation 0.2% 0.4%
PM Philip Morris… 0.2% 0.4%
NFLX Netflix, Inc. 0.1% 0.4%
LIN Linde plc 0.2% 0.3%
GS The Goldman Sachs Group… 0.1% 0.4%
WFC Wells Fargo & Company 0.1% 0.4%
ADI Analog Devices, Inc. 0.3% 0.3%
WDC Western Digital… 0.2% 0.3%
ASML ASML Holding N.V. 0.5% 0.1%
CVX Chevron Corporation 0.1% 0.4%
PLTR Palantir Technologies Inc. 0.2% 0.3%
ORCL Oracle Corporation 0.2% 0.3%
ANET Arista Networks, Inc. 0.2% 0.2%
PANW Palo Alto Networks, Inc. 0.1% 0.4%
IBM International Business… 0.1% 0.4%
TXN Texas Instruments… 0.1% 0.3%
MRVL Marvell Technology, Inc. 0.1% 0.4%
VZ Verizon Communications… 0.2% 0.2%
QCOM QUALCOMM Incorporated 0.2% 0.3%
PLD Prologis, Inc. 0.2% 0.2%

Distinctively Sei Investments Co

VEA Vanguard FTSE… 1.6%
SCHG Schwab U.S. Large-Cap… 1.4%
SCHV Schwab U.S. Large-Cap… 1.4%
BND Vanguard Total Bond… 1.3%
IDEV iShares Core MSCI… 1.0%
SCHX Schwab U.S. Large-Cap… 0.8%
VTV Vanguard Morningstar… 0.8%
VTEB Vanguard Tax-Exempt… 0.7%
VUG Vanguard Morningstar… 0.7%
IEMG iShares Core MSCI… 0.7%
NXUS Nuveen International… 0.6%
SEIM SEI QiM U.S. Large… 0.6%
SEIV SEI QiM U.S. Large… 0.6%
VWO Vanguard FTSE… 0.6%
BNDX Vanguard Total… 0.6%

Distinctively New York State Common…

MRX Marex Group Limited 0.0%
CAE CAE Inc. 0.0%
ODC 0.0%
DJCO 0.0%
HSAI Hesai Group 0.0%
AMPH Amphastar… 0.0%
STN Stantec Inc. 0.0%
SEIC SEI Investments… 0.0%
NYAX 0.0%
CWCO Consolidated Water… 0.0%
CEPT 0.0%
FIZZ National Beverage… 0.0%
ALRS 0.0%
BY Byline Bancorp, Inc. 0.0%
SD SandRidge Energy, 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