Freestone Grove Partners LP and Neuberger Berman Group LLC: where the books meet
At Q2 2026, at least 19% of the two 13F books was the same, across 150 stocks both listed, against 17% at Q4 2024. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.
- Q4 2024: 17%, 153 in both
- Q1 2025: 19%, 154 in both
- Q2 2025: 22%, 153 in both
- Q3 2025: 19%, 148 in both
- Q4 2025: 19%, 146 in both
- Q1 2026: 17%, 138 in both
- Q2 2026: 19%, 150 in both
Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.
What the overlap is made of, Q2 2026
Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.
| Stock | Freestone Grove Partners LP | Neuberger Berman Group LLC |
|---|---|---|
| iShares Trust(IVV) | 6.8%Added | 1.3%Added |
| Microsoft Corp(MSFT) | 0.8%Added | 2.6%Trimmed |
| Johnson & Johnson(JNJ) | 0.8%Trimmed | 0.7%Added |
| Ge Aerospace(GE) | 1.0%Added | 0.7%Trimmed |
| Amazon Com Inc(AMZN) | 0.5%Trimmed | 3.1%Added |
| CSX Corp(CSX) | 0.6%New | 0.4%Added |
| United Rentals Inc(URI) | 0.5%New | 0.4%Added |
| Vanguard Index Funds(VOO) | 6.6%Added | 0.4%Added |
| Alphabet Inc(GOOGL) | 0.4%Added | 2.4%Added |
| Apple Inc(AAPL) | 0.4%Added | 3.3%Added |
| Costco WHSL Corp New(COST) | 0.4%Added | 0.5%Trimmed |
| Visa Inc(V) | 0.3%New | 0.7%Trimmed |
| Mastercard Incorporated(MA) | 0.3%Trimmed | 0.4%Trimmed |
| Caterpillar Inc(CAT) | 0.3%Trimmed | 0.6%Trimmed |
| Williams Cos Inc(WMB) | 0.3%Trimmed | 0.6%Added |
| Cheniere Energy Inc(LNG) | 0.4%New | 0.3%Trimmed |
| Unitedhealth Group Inc(UNH) | 0.4%Trimmed | 0.3%Added |
| 45841n107(IBKR) | 0.3%New | 0.3%Added |
| Amphenol Corp New-cl A(APH) | 0.3%New | 0.7%Added |
| Constellation Energy Corp(CEG) | 0.4%New | 0.3%Added |
and 130 smaller ones
Moved different ways in Q2 2026
Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.
- Amazon Com Inc(AMZN)Freestone Grove Partners LP trimmed; Neuberger Berman Group LLC added
- Microsoft Corp(MSFT)Freestone Grove Partners LP added; Neuberger Berman Group LLC trimmed
- Eli Lilly & Co(LLY)Freestone Grove Partners LP started; Neuberger Berman Group LLC trimmed
- Johnson & Johnson(JNJ)Freestone Grove Partners LP trimmed; Neuberger Berman Group LLC added
- Visa Inc(V)Freestone Grove Partners LP started; Neuberger Berman Group LLC trimmed
- Ge Aerospace(GE)Freestone Grove Partners LP added; Neuberger Berman Group LLC trimmed
- Intel Corp(INTC)Freestone Grove Partners LP started; Neuberger Berman Group LLC trimmed
- Advanced Micro Devices Inc(AMD)Freestone Grove Partners LP added; Neuberger Berman Group LLC trimmed
- Williams Cos Inc(WMB)Freestone Grove Partners LP trimmed; Neuberger Berman Group LLC added
- Costco WHSL Corp New(COST)Freestone Grove Partners LP added; Neuberger Berman Group LLC trimmed
- 87612g101(TRGP)Freestone Grove Partners LP started; Neuberger Berman Group LLC trimmed
- Lam Research Corp(LRCX)Freestone Grove Partners LP trimmed; Neuberger Berman Group LLC added
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