★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Antique route map of roads converging on a single obelisk crossroads

Compare Managers

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

Us Bancorp \De\ ⇄ Corient Private Wealth LP

60Shared positions
56.9%Name overlap (Jaccard)
15+Only Us Bancorp…
15+Only Corient…

Shared holdings · Q2 2026

SecurityUs Bancorp \De\ weightCorient Private… weight
IVV iShares Core S&P 500 ETF 5.4% 4.6%
AAPL Apple Inc. 3.2% 3.8%
SCHX Schwab U.S. Large-Cap ETF 5.5% 0.2%
MSFT Microsoft Corporation 2.2% 2.6%
SPY State Street SPDR S&P 500… 3.4% 1.4%
NVDA NVIDIA Corporation 1.8% 2.6%
AGG iShares Core U.S.… 4.3% 0.1%
GOOGL Alphabet Inc. 2.3% 1.9%
VEA Vanguard FTSE Developed… 0.8% 3.4%
IEFA iShares Core MSCI EAFE ETF 3.8% 0.4%
AMZN Amazon.com, Inc. 1.6% 2.0%
GOOG Alphabet Inc. 0.7% 2.2%
VOO Vanguard S&P 500 ETF 0.3% 2.6%
IEMG iShares Core MSCI… 2.6% 0.2%
LLY Eli Lilly and Company 1.8% 1.0%
JPM JPMorgan Chase & Co. 1.2% 1.4%
AVGO Broadcom Inc. 0.5% 1.7%
VO Vanguard Morningstar… 2.0% 0.2%
BRK-B Berkshire Hathaway Inc. 0.6% 1.1%
VTI Vanguard Morningstar… 0.8% 0.9%
IWR iShares Russell Mid-Cap… 1.5% 0.1%
QQQ Invesco QQQ Trust, Series… 1.0% 0.5%
JNJ Johnson & Johnson 0.7% 0.9%
COST Costco Wholesale… 0.5% 0.9%
META Meta Platforms, Inc. 0.7% 0.7%
MU Micron Technology, Inc. 1.0% 0.4%
ABBV AbbVie Inc. 0.6% 0.7%
IXUS iShares Core MSCI Total… 1.2% 0.1%
CAT Caterpillar Inc. 0.6% 0.7%
IJR iShares Core S&P… 0.8% 0.5%
EFV iShares MSCI EAFE Value… 1.2% 0.0%
AMD Advanced Micro Devices… 0.7% 0.5%
SCHF Schwab International… 0.4% 0.7%
VWO Vanguard FTSE Emerging… 0.4% 0.7%
V Visa Inc. 0.3% 0.7%
IJH iShares Core S&P Mid-Cap… 0.4% 0.6%
XONA.DE Exxon Mobil Corporation 0.5% 0.5%
EFA iShares MSCI EAFE ETF 0.8% 0.2%
PANW Palo Alto Networks, Inc. 0.5% 0.5%
HD The Home Depot, Inc. 0.5% 0.5%
WMT Walmart Inc. 0.7% 0.3%
PG The Procter & Gamble… 0.5% 0.4%
MDY State Street SPDR S&P… 0.7% 0.2%
MA Mastercard Incorporated 0.5% 0.5%
VUG Vanguard Morningstar… 0.1% 0.8%
IWM iShares Russell 2000 ETF 0.7% 0.2%
SCHH Schwab U.S. REIT ETF 0.9% 0.0%
CVX Chevron Corporation 0.4% 0.5%
BRK-A Berkshire Hathaway Inc. 0.7% 0.2%
CSCO Cisco Systems, Inc. 0.5% 0.4%
XLK State Street Technology… 0.6% 0.3%
VTWO Vanguard Russell 2000 ETF 0.8% 0.0%
LRCX Lam Research Corporation 0.2% 0.6%
UNH UnitedHealth Group… 0.5% 0.3%
AMAT Applied Materials, Inc. 0.5% 0.3%
TXN Texas Instruments… 0.2% 0.5%
PCAR PACCAR Inc 0.5% 0.2%
MUB iShares National Muni… 0.6% 0.1%
TSLA Tesla, Inc. 0.2% 0.5%
ASML ASML Holding N.V. 0.1% 0.6%

Distinctively Us Bancorp \De\

IBDX 0.0%
IBDT iShares iBonds Dec… 0.0%
IBDS iShares iBonds Dec… 0.0%
IBMP 0.0%
IBMQ 0.0%
IBDW iShares iBonds Dec… 0.0%
IBDR iShares iBonds Dec… 0.0%
IBMO 0.0%
IBDU iShares iBonds Dec… 0.0%
IBMR 0.0%
SMIG Bahl & Gaynor… 0.0%
IBDZ 0.0%
UCON First Trust Smith… 0.0%
LTH Life Time Group… 0.0%
RBRK Rubrik, Inc. 0.0%

Distinctively Corient Private…

WINN 0.2%
DFLV Dimensional - US… 0.2%
ACIO 0.1%
DFEM Dimensional -… 0.1%
PVAL Putnam Focused Large… 0.1%
GBIL Goldman Sachs Access… 0.1%
PWRL 0.1%
BXSL Blackstone Secured… 0.1%
DRSK 0.1%
DIHP Dimensional… 0.1%
UBND 0.0%
OSCV 0.0%
ICSH iShares Ultra Short… 0.0%
NCDL 0.0%
OSEA 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