マネジャーを比較

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運用会社 A 運用会社 B

Storebrand Asset Management As ⇄ National Pension Service

60共通ポジション

58.0%銘柄の重複（ジャッカード）

15+のみ Storebrand…

15+のみ National…

共通保有銘柄 · Q2 2026

有価証券	Storebrand Asset… ウェイト	National Pension… ウェイト
NVDA NVIDIA Corporation	6.8%	6.6%
AAPL Apple Inc.	5.9%	5.9%
MSFT Microsoft Corporation	3.7%	3.7%
AMZN Amazon.com, Inc.	3.4%	3.2%
GOOGL Alphabet Inc.	3.0%	3.0%
GOOG Alphabet Inc.	2.6%	2.4%
AVGO Broadcom Inc.	2.3%	2.3%
MU Micron Technology, Inc.	1.7%	2.1%
META Meta Platforms, Inc.	1.6%	1.8%
TSLA Tesla, Inc.	1.6%	1.6%
LLY Eli Lilly and Company	1.4%	1.3%
AMD Advanced Micro Devices…	1.2%	1.3%
JPM JPMorgan Chase & Co.	1.4%	1.2%
V Visa Inc.	1.5%	0.8%
LRCX Lam Research Corporation	0.9%	0.9%
AMAT Applied Materials, Inc.	0.9%	0.9%
INTC Intel Corp.	0.8%	0.9%
CSCO Cisco Systems, Inc.	0.9%	0.7%
MA Mastercard Incorporated	1.0%	0.6%
KLAC KLA Corporation	0.7%	0.7%
ABBV AbbVie Inc.	0.7%	0.7%
BAC Bank of America…	0.7%	0.6%
BRK-B Berkshire Hathaway Inc.	0.3%	0.9%
PANW Palo Alto Networks, Inc.	0.7%	0.4%
PG The Procter & Gamble…	0.6%	0.5%
KO The Coca-Cola Company	0.6%	0.5%
JNJ Johnson & Johnson	0.2%	0.9%
WDC Western Digital…	0.5%	0.6%
GS The Goldman Sachs Group…	0.6%	0.4%
MRK Merck & Co., Inc.	0.5%	0.5%
UNH UnitedHealth Group…	0.5%	0.5%
HD The Home Depot, Inc.	0.5%	0.5%
STX Seagate Technology…	0.4%	0.5%
C Citigroup Inc.	0.6%	0.4%
WM Waste Management, Inc.	0.8%	0.1%
LIN Linde plc	0.5%	0.4%
ABT Abbott Laboratories	0.6%	0.2%
NFLX Netflix, Inc.	0.4%	0.4%
PWR Quanta Services, Inc.	0.7%	0.1%
MRVL Marvell Technology, Inc.	0.3%	0.5%
MS Morgan Stanley	0.4%	0.4%
COST Costco Wholesale…	0.2%	0.6%
GLW Corning Inc	0.4%	0.3%
TXN Texas Instruments…	0.4%	0.4%
CRWD CrowdStrike Holdings, Inc.	0.5%	0.3%
WELL Welltower Inc.	0.4%	0.3%
WFC Wells Fargo & Company	0.3%	0.4%
VZ Verizon Communications…	0.4%	0.3%
ORCL Oracle Corporation	0.3%	0.4%
ANET Arista Networks, Inc.	0.3%	0.3%
PEP PepsiCo, Inc.	0.4%	0.3%
DELL Dell Technologies Inc.	0.4%	0.2%
DE Deere & Company	0.4%	0.3%
MCO Moody's Corporation	0.5%	0.1%
MCD McDonald's Corporation	0.3%	0.3%
APH Amphenol Corporation	0.2%	0.4%
AMGN Amgen Inc.	0.3%	0.3%
CB Chubb Limited	0.3%	0.3%
AXP American Express Company	0.3%	0.3%
QCOM QUALCOMM Incorporated	0.3%	0.3%

際立って Storebrand Asset…

TSM Taiwan Semiconductor…	0.2%
NXT Nextpower Inc.	0.2%
TRI Thomson Reuters…	0.2%
VMI Valmont Industries…	0.1%
AYI Acuity Brands, Inc.	0.1%
SPXC SPX Technologies, Inc.	0.1%
ARW Arrow Electronics…	0.1%
WTS Watts Water…	0.1%
HASI HA Sustainable…	0.1%
DAR Darling Ingredients…	0.1%
AVT Avnet, Inc.	0.1%
BMI Badger Meter, Inc.	0.1%
SNDK Sandisk Corporation	0.1%
ORA Ormat Technologies…	0.1%
WMS Advanced Drainage…	0.1%

際立って National Pension…

PBUS Invesco MSCI USA ETF	2.3%
IVV iShares Core S&P 500…	2.0%
XONA.DE Exxon Mobil…	0.9%
WMT Walmart Inc.	0.8%
CAT Caterpillar Inc.	0.7%
GE GE Aerospace	0.6%
TGRW T. Rowe Price Growth…	0.5%
CVX Chevron Corporation	0.5%
PM Philip Morris…	0.4%
INFO	0.4%
GEV GE Vernova Inc.	0.4%
IBM International…	0.4%
LSVD	0.4%
PLTR Palantir Technologies…	0.4%
RTX RTX Corporation	0.4%

出典: 両マネージャーの解析済み普通株ポジションからリアルタイムで算出されたオーバーラップ（対象期間： Q2 2026. 報告済みロングのみ — ヘッジおよび非13F資産は表示されません。方法論