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Compare Managers

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

Us Bancorp \De\ ⇄ Captrust Financial Advisors

60Shared positions
58.5%Name overlap (Jaccard)
15+Only Us Bancorp…
15+Only Captrust…

Shared holdings · Q2 2026

SecurityUs Bancorp \De\ weightCaptrust Financial… weight
IVV iShares Core S&P 500 ETF 5.4% 5.3%
AAPL Apple Inc. 3.2% 3.6%
SCHX Schwab U.S. Large-Cap ETF 5.5% 0.9%
AGG iShares Core U.S.… 4.3% 1.0%
NVDA NVIDIA Corporation 1.8% 2.7%
SPY State Street SPDR S&P 500… 3.4% 0.9%
MSFT Microsoft Corporation 2.2% 2.1%
GOOGL Alphabet Inc. 2.3% 1.9%
VEA Vanguard FTSE Developed… 0.8% 3.3%
IEFA iShares Core MSCI EAFE ETF 3.8% 0.2%
IEMG iShares Core MSCI… 2.6% 1.2%
AMZN Amazon.com, Inc. 1.6% 1.4%
IXUS iShares Core MSCI Total… 1.2% 1.6%
SHY iShares 1-3 Year Treasury… 0.1% 2.7%
VTV Vanguard Morningstar… 0.2% 2.3%
LLY Eli Lilly and Company 1.8% 0.6%
VO Vanguard Morningstar… 2.0% 0.2%
JPM JPMorgan Chase & Co. 1.2% 0.7%
AVGO Broadcom Inc. 0.5% 1.2%
IWR iShares Russell Mid-Cap… 1.5% 0.1%
QQQ Invesco QQQ Trust, Series… 1.0% 0.5%
VOO Vanguard S&P 500 ETF 0.3% 1.3%
BRK-B Berkshire Hathaway Inc. 0.6% 0.8%
VB Vanguard Morningstar… 0.1% 1.4%
FNDX Schwab Fundamental U.S.… 0.0% 1.4%
GOOG Alphabet Inc. 0.7% 0.7%
ABBV AbbVie Inc. 0.6% 0.7%
VTI Vanguard Morningstar… 0.8% 0.5%
IEI iShares 3-7 Year Treasury… 0.0% 1.2%
EFV iShares MSCI EAFE Value… 1.2% 0.1%
META Meta Platforms, Inc. 0.7% 0.6%
VUG Vanguard Morningstar… 0.1% 1.1%
IWB iShares Russell 1000 ETF 0.4% 0.8%
PANW Palo Alto Networks, Inc. 0.5% 0.6%
MU Micron Technology, Inc. 1.0% 0.2%
CSCO Cisco Systems, Inc. 0.5% 0.5%
EFA iShares MSCI EAFE ETF 0.8% 0.2%
JNJ Johnson & Johnson 0.7% 0.3%
MA Mastercard Incorporated 0.5% 0.5%
IJR iShares Core S&P… 0.8% 0.2%
XLK State Street Technology… 0.6% 0.4%
CAT Caterpillar Inc. 0.6% 0.4%
WMT Walmart Inc. 0.7% 0.3%
IWF iShares Russell 1000… 0.5% 0.4%
AMD Advanced Micro Devices… 0.7% 0.2%
SCHH Schwab U.S. REIT ETF 0.9% 0.0%
PG The Procter & Gamble… 0.5% 0.4%
BSV Vanguard Short-Term Bond… 0.0% 0.9%
IEF iShares 7-10 Year… 0.0% 0.8%
IWM iShares Russell 2000 ETF 0.7% 0.2%
MUB iShares National Muni… 0.6% 0.2%
COST Costco Wholesale… 0.5% 0.3%
MDY State Street SPDR S&P… 0.7% 0.1%
LRCX Lam Research Corporation 0.2% 0.6%
BRK-A Berkshire Hathaway Inc. 0.7% 0.1%
BAC Bank of America… 0.4% 0.4%
VTWO Vanguard Russell 2000 ETF 0.8% 0.0%
V Visa Inc. 0.3% 0.4%
CVX Chevron Corporation 0.4% 0.4%
IJH iShares Core S&P Mid-Cap… 0.4% 0.3%

Distinctively Us Bancorp \De\

XONA.DE Exxon Mobil… 0.5%
UMC United… 0.0%
SDVY First Trust SMID Cap… 0.0%
SMIG Bahl & Gaynor… 0.0%
USSG 0.0%
HWKN Hawkins, Inc. 0.0%
IAT 0.0%
ESGV Vanguard ESG U.S.… 0.0%
FINW 0.0%
JPIE JPMorgan Income ETF 0.0%
SHG Shinhan Financial… 0.0%
YLD 0.0%
YSEP 0.0%
WLFC Willis Lease Finance… 0.0%
GSEP 0.0%

Distinctively Captrust Financial…

JBND JPMorgan Active Bond… 0.5%
FLXR TCW Flexible Income… 0.3%
SMMU 0.1%
JVAL 0.1%
SECU 0.1%
MEAR 0.1%
BILZ 0.1%
CGCP Capital Group Core… 0.1%
CGCB Capital Group Core… 0.1%
BKGI 0.1%
TMSL T. Rowe Price… 0.1%
JPUS 0.1%
TSPA T. Rowe Price U.S.… 0.0%
ZALT 0.0%
LB LandBridge Company LLC 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