Institutional Portfolio Overlap & Shared Holdings

Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.

Sector portfolio overlap

Explore shared holdings and top overlapping superinvestor pairs within a sector.

Investor AInvestor B

Sequoia Financial Advisors & Mairs & Power Growth Fund Portfolio Overlap

Shared 13F holdings between Sequoia Financial Advisors and Mairs & Power Growth Fund based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Extremely high shared conviction

Shared Holdings

224 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 246 for Mairs & Power Growth Fund).

Stock	Sequoia Financial Advisors value	Mairs & Power Growth Fund value	Combined value	Conviction	Est. current value	Sector
NVDA NVIDIA Corporation	$567.52M	$941.98M	$1.51B	5.8%	$1.70B	Technology
VTI Vanguard Total Stock Market ETF	$1.42B	$572,428	$1.42B	3.6%	$1.47B	—
MSFT Microsoft Corporation	$338.04M	$727.66M	$1.07B	4.2%	$1.42B	Technology
AAPL Apple Inc.	$572.48M	$329.42M	$901.90M	3.0%	$953.55M	Technology
AMZN Amazon.com, Inc.	$260.58M	$619.55M	$880.14M	3.5%	$969.91M	Consumer Cyclical
GOOG Alphabet Inc.	$269.00M	$594.81M	$863.81M	3.4%	$839.87M	Communication Services
LLY Eli Lilly and Company	$185.36M	$386.37M	$571.73M	2.3%	$562.55M	Healthcare
JPM JP Morgan Chase & Co.	$127.95M	$302.31M	$430.25M	1.7%	$476.93M	Financial Services
V Visa Inc.	$95.19M	$292.33M	$387.52M	1.6%	$411.31M	Financial Services
NVT nVent Electric	$12.98M	$348.18M	$361.16M	1.6%	$364.95M	—
META Meta Platforms, Inc.	$154.91M	$187.50M	$342.42M	1.3%	$358.56M	Communication Services
GGG Graco Inc.	$1.74M	$287.13M	$288.86M	1.3%	$313.05M	Industrials
LFUS Littelfuse, Inc.	$846,022	$274.16M	$275.00M	1.3%	$276.35M	Technology
TTC Toro Company (The)	$351,200	$260.74M	$261.09M	1.2%	$263.67M	Industrials
TSM Taiwan Semiconductor Manufactur	$31.33M	$227.44M	$258.77M	1.1%	$231.01M	Technology
UNH UnitedHealth Group Incorporated	$23.63M	$232.73M	$256.36M	1.1%	$247.78M	Healthcare
AVGO Broadcom Inc.	$251.54M	$1.38M	$252.92M	0.6%	$263.13M	Technology
PANW Palo Alto Networks, Inc.	$36.88M	$204.56M	$241.44M	1.0%	$272.06M	Technology
ENTG Entegris, Inc.	$1.25M	$234.11M	$235.36M	1.1%	$211.68M	Technology
MSI Motorola Solutions, Inc.	$3.11M	$226.28M	$229.39M	1.1%	$257.68M	Technology
CAT Caterpillar, Inc.	$200.49M	$19.28M	$219.77M	0.6%	$176.77M	Industrials
ECL Ecolab Inc.	$2.65M	$216.63M	$219.29M	1.0%	$217.32M	Basic Materials
WEC WEC Energy Group, Inc.	$1.86M	$208.77M	$210.63M	1.0%	$199.36M	Utilities
LNT Alliant Energy Corporation	$1.71M	$202.77M	$204.48M	0.9%	$189.23M	Utilities
TECH Bio-Techne Corp	$266,366	$190.80M	$191.07M	0.9%	$195.80M	Healthcare
VUG Vanguard Growth ETF	$188.40M	$355,586	$188.76M	0.5%	$195.77M	—
FAST Fastenal Company	$2.58M	$185.92M	$188.50M	0.9%	$200.23M	Industrials
GOOGL Alphabet Inc.	$168.86M	$19.34M	$188.20M	0.5%	$182.16M	Communication Services
WM Waste Management, Inc.	$52.04M	$131.73M	$183.77M	0.7%	$185.15M	Industrials
SHW Sherwin-Williams Company (The)	$23.60M	$151.70M	$175.31M	0.8%	$182.83M	Basic Materials
ROK Rockwell Automation, Inc.	$45.53M	$127.64M	$173.17M	0.7%	$157.18M	Industrials
GLD SPDR Gold Trust	$168.07M	$1.29M	$169.37M	0.4%	$184.59M	—
JNJ Johnson & Johnson	$51.62M	$107.43M	$159.06M	0.6%	$163.05M	Healthcare
VZ Verizon Communications Inc.	$14.33M	$139.38M	$153.71M	0.7%	$176.00M	Communication Services
CHRW C.H. Robinson Worldwide, Inc.	$8.56M	$145.16M	$153.71M	0.7%	$121.25M	Industrials
FUL H. B. Fuller Company	$960,089	$141.95M	$142.91M	0.7%	$153.84M	Basic Materials
BRK-B Berkshire Hathaway Inc. New	$123.72M	$11.80M	$135.52M	0.4%	$136.51M	Financial Services
HD Home Depot, Inc. (The)	$81.01M	$53.77M	$134.78M	0.5%	$129.50M	Consumer Cyclical
SPY SPDR S&P 500	$119.75M	$6.18M	$125.94M	0.3%	$130.92M	—
RTX RTX Corporation	$114.20M	$1.60M	$115.80M	0.3%	$136.09M	Industrials
FI Fiserv, Inc.	$930,644	$112.47M	$113.40M	0.5%	—	Technology
XOM Exxon Mobil Corporation	$100.00M	$11.18M	$111.19M	0.3%	$130.20M	Energy
IJR iShares Core S&P Small-Cap ETF	$108.81M	$357,427	$109.17M	0.3%	$110.74M	—
AJG Arthur J. Gallagher & Co.	$34.39M	$71.52M	$105.91M	0.4%	$115.89M	Financial Services
AMP Ameriprise Financial, Inc.	$3.66M	$98.20M	$101.86M	0.5%	$126.46M	Financial Services
ABT Abbott Laboratories	$35.29M	$66.18M	$101.47M	0.4%	$124.41M	Healthcare
WMT Walmart Inc.	$95.99M	$1.79M	$97.78M	0.3%	$99.51M	Consumer Defensive
WFC Wells Fargo & Company	$24.94M	$72.08M	$97.01M	0.4%	$104.27M	Financial Services
CGNX Cognex Corporation	$938,419	$94.71M	$95.65M	0.4%	$86.69M	Technology
COST Costco Wholesale Corporation	$88.71M	$2.77M	$91.49M	0.2%	$93.99M	Consumer Defensive
VIG Vanguard Div Appreciation ETF	$87.88M	$399,888	$88.28M	0.2%	$91.55M	—
PG Procter & Gamble Company (The)	$49.75M	$35.99M	$85.74M	0.3%	$84.52M	Consumer Defensive
HRL Hormel Foods Corporation	$592,489	$84.34M	$84.93M	0.4%	$83.97M	Consumer Defensive
TXN Texas Instruments Incorporated	$17.22M	$64.82M	$82.03M	0.3%	$76.94M	Technology
IVV iShares Core S&P 500 ETF	$72.31M	$7.98M	$80.28M	0.2%	$83.62M	—
QQQ Invesco QQQ Trust, Series 1	$78.43M	$1.30M	$79.74M	0.2%	$79.16M	—
CASY Caseys General Stores, Inc.	$3.37M	$72.43M	$75.80M	0.3%	$80.73M	Consumer Cyclical
VEA Vanguard FTSE Developed Markets	$68.39M	$2.80M	$71.19M	0.2%	$73.52M	—
AXP American Express Company	$20.53M	$49.25M	$69.78M	0.3%	$70.65M	Financial Services
MMM 3M Company	$12.76M	$56.56M	$69.32M	0.3%	$78.20M	Industrials
MU Micron Technology, Inc.	$67.22M	$473,259	$67.69M	0.2%	$56.98M	Technology
AMGN Amgen Inc.	$62.66M	$1.78M	$64.44M	0.2%	$73.89M	Healthcare
IBM International Business Machines	$62.18M	$1.03M	$63.20M	0.2%	$52.66M	Technology
ISRG Intuitive Surgical, Inc.	$4.46M	$58.24M	$62.71M	0.3%	$62.21M	Healthcare
TRV The Travelers Companies, Inc.	$11.03M	$51.66M	$62.68M	0.3%	$70.32M	Financial Services
BAC Bank of America Corporation	$60.68M	$1.06M	$61.74M	0.2%	$69.88M	Financial Services
QCOM QUALCOMM Incorporated	$28.36M	$33.23M	$61.59M	0.2%	$55.26M	Technology
MS Morgan Stanley	$58.54M	$216,565	$58.76M	0.1%	$61.09M	Financial Services
VOO Vanguard S&P 500 ETF	$45.72M	$8.31M	$54.03M	0.2%	$56.13M	—
SCHW Charles Schwab Corporation (The	$30.23M	$19.96M	$50.19M	0.2%	$60.43M	Financial Services
IJH iShares Core S&P Mid-Cap ETF	$48.63M	$829,395	$49.45M	0.1%	$50.46M	—
CME CME Group Inc.	$5.74M	$43.19M	$48.93M	0.2%	$59.79M	Financial Services
AMAT Applied Materials, Inc.	$39.71M	$7.96M	$47.67M	0.1%	$33.44M	Technology
IDA IDACORP, Inc.	$641,438	$46.90M	$47.54M	0.2%	$44.81M	Utilities
MEDP Medpace Holdings, Inc.	$586,786	$45.92M	$46.51M	0.2%	$50.81M	Healthcare
MRK Merck & Company, Inc.	$37.54M	$6.62M	$44.16M	0.1%	$46.68M	Healthcare
USB U.S. Bancorp	$9.84M	$33.91M	$43.75M	0.2%	$47.39M	Financial Services
MCD McDonald's Corporation	$38.96M	$3.81M	$42.77M	0.1%	$43.16M	Consumer Cyclical
DCI Donaldson Company, Inc.	$1.04M	$41.63M	$42.67M	0.2%	$45.61M	Industrials
AMD Advanced Micro Devices, Inc.	$41.29M	$957,340	$42.25M	0.1%	$37.41M	Technology
SFM Sprouts Farmers Market, Inc.	$855,189	$38.22M	$39.07M	0.2%	$38.11M	Consumer Defensive
GLW Corning Incorporated	$15.61M	$21.83M	$37.44M	0.1%	$24.33M	Technology
TJX TJX Companies, Inc. (The)	$36.57M	$517,373	$37.09M	0.1%	$37.24M	Consumer Cyclical
GE GE Aerospace	$33.00M	$2.81M	$35.81M	0.1%	$35.30M	Industrials
CVX Chevron Corporation	$28.80M	$6.82M	$35.62M	0.1%	$42.98M	Energy
XYL Xylem Inc.	$33.55M	$1.83M	$35.38M	0.1%	$35.82M	Industrials
XEL Xcel Energy Inc.	$3.85M	$31.52M	$35.37M	0.2%	$34.87M	Utilities
ABBV AbbVie Inc.	$23.88M	$11.25M	$35.13M	0.1%	$34.82M	Healthcare
GEV GE Vernova Inc.	$34.01M	$993,932	$35.01M	0.1%	$31.68M	Utilities
ZTS Zoetis Inc.	$1.33M	$33.60M	$34.92M	0.2%	$35.86M	Healthcare
MDT Medtronic	$3.43M	$28.42M	$31.85M	0.1%	$37.16M	—
ADP Automatic Data Processing, Inc.	$2.95M	$28.48M	$31.43M	0.1%	$38.31M	Technology
RSP Invesco S&P 500 Equal Weight ET	$30.25M	$659,525	$30.91M	0.1%	$32.36M	—
CRM Salesforce, Inc.	$29.94M	$416,089	$30.36M	0.1%	$38.02M	Technology
ACWX iShares MSCI ACWI ex U.S. ETF	$29.18M	$574,631	$29.75M	0.1%	$30.44M	—
LRCX Lam Research	$29.15M	$331,497	$29.48M	0.1%	$22.61M	—
GNRC Generac Holdlings Inc.	$1.88M	$27.35M	$29.23M	0.1%	$21.89M	Industrials
CSCO Cisco Systems, Inc.	$25.59M	$2.32M	$27.91M	0.1%	$26.54M	Technology
DIS Walt Disney Company (The)	$10.64M	$16.71M	$27.36M	0.1%	$30.37M	Communication Services
INTC Intel Corporation	$24.55M	$2.03M	$26.58M	0.1%	$19.51M	Technology
TGT Target Corporation	$5.46M	$20.80M	$26.26M	0.1%	$31.06M	Consumer Defensive
IVW iShares S&P 500 Growth ETF	$24.91M	$345,063	$25.25M	0.1%	$26.07M	—
KO Coca-Cola Company (The)	$23.05M	$1.91M	$24.96M	0.1%	$26.93M	Consumer Defensive
XLK SPDR Select Sector Fund - Techn	$20.49M	$851,663	$21.34M	0.1%	$21.28M	—
BRK-A Berkshire Hathaway Inc.	$17.22M	$3.74M	$20.97M	0.1%	$21.16M	Financial Services
SCHB Schwab U.S. Broad Market ETF	$12.37M	$7.57M	$19.93M	0.1%	$20.68M	—
LHX L3Harris Technologies, Inc.	$19.35M	$300,179	$19.66M	0.1%	$19.74M	Industrials
PM Philip Morris International Inc	$18.63M	$458,969	$19.09M	0.0%	$20.09M	Consumer Defensive
VV Vanguard Large-Cap ETF	$18.36M	$280,974	$18.64M	0.0%	$19.39M	—
ORCL Oracle Corporation	$16.05M	$2.00M	$18.05M	0.0%	$18.53M	Technology
VWO Vanguard FTSE Emerging Markets	$16.20M	$1.04M	$17.23M	0.0%	$17.36M	—
PEP Pepsico, Inc.	$15.70M	$1.24M	$16.94M	0.0%	$17.62M	Consumer Defensive
MA Mastercard Incorporated	$16.74M	$202,872	$16.94M	0.0%	$18.77M	Financial Services
WWD Woodward, Inc.	$10.93M	$5.96M	$16.88M	0.1%	$14.70M	Industrials
BIL SPDR Bloomberg 1-3 Month T-Bill	$15.98M	$790,578	$16.78M	0.0%	$16.76M	—
PFG Principal Financial Group Inc	$1.78M	$14.58M	$16.37M	0.1%	$17.31M	Financial Services
CLFD Clearfield, Inc.	$567,804	$15.33M	$15.90M	0.1%	$11.50M	Technology
RDNT RadNet, Inc.	$7.10M	$8.21M	$15.31M	0.1%	$18.95M	Healthcare
BMI Badger Meter, Inc.	$486,539	$14.76M	$15.25M	0.1%	$13.44M	Technology
USMV iShares MSCI USA Min Vol Factor	$14.49M	$368,907	$14.86M	0.0%	$15.58M	—
IWM iShares Russell 2000 ETF	$14.27M	$452,778	$14.72M	0.0%	$14.95M	—
BA Boeing Company (The)	$13.94M	$573,646	$14.52M	0.0%	$15.54M	Industrials
UNP Union Pacific Corporation	$13.24M	$928,880	$14.17M	0.0%	$15.30M	Industrials
EMR Emerson Electric Company	$5.12M	$9.05M	$14.17M	0.1%	$16.15M	Industrials
NEE NextEra Energy, Inc.	$12.91M	$1.06M	$13.97M	0.0%	$13.72M	Utilities
PLXS Plexus Corp.	$497,008	$11.81M	$12.31M	0.1%	$10.94M	Technology
DE Deere & Company	$11.66M	$353,322	$12.02M	0.0%	$11.53M	Industrials
LOW Lowe's Companies, Inc.	$10.47M	$1.51M	$11.98M	0.0%	$11.87M	Consumer Cyclical
HSY The Hershey Company	$1.26M	$10.71M	$11.97M	0.1%	$12.57M	Consumer Defensive
HBAN Huntington Bancshares Incorpora	$11.33M	$464,136	$11.79M	0.0%	$11.91M	Financial Services
BMY Bristol-Myers Squibb Company	$10.36M	$1.42M	$11.79M	0.0%	$13.06M	Healthcare
SCHF Schwab International Equity ETF	$10.58M	$847,232	$11.43M	0.0%	$11.76M	—
T AT&T Inc.	$10.39M	$234,469	$10.63M	0.0%	$12.78M	Communication Services
ONB Old National Bancorp	$527,299	$10.08M	$10.61M	0.0%	$11.13M	Financial Services
MO Altria Group, Inc.	$9.92M	$328,520	$10.25M	0.0%	$9.36M	Consumer Defensive
EFA iShares MSCI EAFE ETF	$8.54M	$1.69M	$10.23M	0.0%	$10.70M	—
VEU Vanguard FTSE All World Ex US E	$9.85M	$266,158	$10.11M	0.0%	$10.35M	—
JBT John Bean Technologies Corporat	$270,301	$9.78M	$10.05M	0.0%	—	Industrials
BK The Bank of New York Mellon Cor	$9.18M	$851,464	$10.03M	0.0%	$9.52M	Financial Services
CB Chubb Limited	$9.06M	$836,857	$9.90M	0.0%	$9.98M	Financial Services
PFE Pfizer, Inc.	$8.00M	$1.63M	$9.63M	0.0%	$10.71M	Healthcare
VB Vanguard Small-Cap ETF	$8.06M	$1.55M	$9.61M	0.0%	$9.81M	—
COP ConocoPhillips	$6.56M	$2.69M	$9.25M	0.0%	$11.28M	Energy
QCRH QCR Holdings, Inc.	$336,637	$8.86M	$9.20M	0.0%	$10.07M	Financial Services
ASB Associated Banc-Corp	$719,742	$8.31M	$9.03M	0.0%	$9.49M	Financial Services
BKH Black Hills Corporation	$1.59M	$7.31M	$8.90M	0.0%	$8.89M	Utilities
ADI Analog Devices, Inc.	$8.52M	$202,160	$8.72M	0.0%	$8.55M	Technology
KMB Kimberly-Clark Corporation	$7.41M	$1.05M	$8.46M	0.0%	$8.51M	Consumer Defensive
VGT Vanguard Information Tech ETF	$7.98M	$321,471	$8.30M	0.0%	$8.51M	—
TMO Thermo Fisher Scientific Inc	$7.43M	$622,188	$8.05M	0.0%	$9.44M	Healthcare
PSX Phillips 66	$6.63M	$1.11M	$7.74M	0.0%	$10.70M	Energy
WAT Waters Corporation	$7.36M	$359,663	$7.72M	0.0%	$8.48M	Healthcare
VRT Vertiv Holdings, LLC	$7.45M	$261,160	$7.71M	0.0%	$6.77M	Industrials
GILD Gilead Sciences, Inc.	$7.41M	$287,424	$7.70M	0.0%	$8.43M	Healthcare
VO Vanguard Mid-Cap ETF	$4.46M	$3.17M	$7.63M	0.0%	$8.00M	—
LTH Life Time Group Holdings, Inc.	$288,168	$7.04M	$7.33M	0.0%	$8.12M	Consumer Cyclical
UPS United Parcel Service, Inc.	$6.09M	$1.24M	$7.32M	0.0%	$7.12M	Industrials
SOLV Solventum Corporation	$1.67M	$5.59M	$7.26M	0.0%	$8.34M	Healthcare
IWD iShares Russell 1000 Value ETF	$6.53M	$621,106	$7.15M	0.0%	$7.63M	—
CTAS Cintas Corporation	$2.42M	$4.64M	$7.06M	0.0%	$8.28M	Industrials
SYY Sysco Corporation	$2.68M	$4.06M	$6.74M	0.0%	$6.69M	Consumer Defensive
IAU iShares Gold Trust Shares of th	$6.09M	$266,173	$6.35M	0.0%	$6.92M	—
TREX Trex Company, Inc.	$506,956	$5.81M	$6.31M	0.0%	$6.26M	Industrials
MPC Marathon Petroleum Corporation	$5.83M	$355,381	$6.18M	0.0%	$8.59M	Energy
CMI Cummins Inc.	$5.55M	$376,575	$5.93M	0.0%	$5.25M	Industrials
IVE iShares S&P 500 Value ETF	$5.67M	$259,530	$5.92M	0.0%	$6.21M	—
HUBG Hub Group, Inc.	$203,278	$5.69M	$5.89M	0.0%	$5.42M	Industrials
ZBH Zimmer Biomet Holdings, Inc.	$5.29M	$570,346	$5.86M	0.0%	$6.85M	Healthcare
KHC The Kraft Heinz Company	$1.55M	$4.22M	$5.77M	0.0%	$6.23M	Consumer Defensive
OSK Oshkosh Corporation (Holding Co	$528,679	$5.09M	$5.62M	0.0%	$5.60M	Industrials
IWR iShares Russell Mid-Cap ETF	$4.73M	$717,742	$5.45M	0.0%	$5.67M	—
NSC Norfolk Southern Corporation	$4.56M	$814,788	$5.38M	0.0%	$5.72M	Industrials
SYK Stryker Corporation	$3.92M	$1.28M	$5.21M	0.0%	$5.61M	Healthcare
TT Trane Technologies	$4.68M	$493,125	$5.17M	0.0%	$5.06M	—
CIEN Ciena Corporation	$3.66M	$1.37M	$5.03M	0.0%	$4.40M	Technology
NWE NorthWestern Energy Group, Inc.	$1.37M	$3.67M	$5.03M	0.0%	$5.05M	Utilities
G7S00T104 Pentair	$527,021	$4.37M	$4.90M	0.0%	—	—
DHR Danaher Corporation	$4.47M	$217,528	$4.69M	0.0%	$4.98M	Healthcare
SLB Schlumberger N.V.	$4.24M	$255,695	$4.50M	0.0%	$5.20M	Energy
PII Polaris Inc.	$258,977	$4.20M	$4.46M	0.0%	$4.52M	Consumer Cyclical
NKE Nike, Inc.	$1.76M	$2.62M	$4.38M	0.0%	$4.35M	Consumer Cyclical
NTRS Northern Trust Corporation	$3.88M	$417,216	$4.30M	0.0%	$4.73M	Financial Services
IWP iShares Russell Midcap Growth E	$3.20M	$1.03M	$4.24M	0.0%	$4.26M	—
NEM Newmont Corporation	$3.59M	$467,000	$4.06M	0.0%	$5.12M	Basic Materials
SHEL Shell PLC	$3.27M	$630,555	$3.90M	0.0%	$4.55M	Energy
HWKN Hawkins, Inc.	$267,291	$3.57M	$3.84M	0.0%	$3.54M	Basic Materials
ADBE Adobe Inc.	$3.43M	$403,684	$3.84M	0.0%	$4.94M	Technology
GIS General Mills, Inc.	$1.26M	$2.44M	$3.70M	0.0%	$4.17M	Consumer Defensive
CAH Cardinal Health, Inc.	$3.17M	$503,865	$3.68M	0.0%	$3.64M	Healthcare
WAB Westinghouse Air Brake Technolo	$2.06M	$1.41M	$3.48M	0.0%	$3.86M	Industrials
ITW Illinois Tool Works Inc.	$3.03M	$414,901	$3.45M	0.0%	$3.71M	Industrials
IDXX IDEXX Laboratories, Inc.	$2.23M	$1.09M	$3.33M	0.0%	$3.48M	Healthcare
CARR Carrier Global Corporation	$2.77M	$204,280	$2.98M	0.0%	$2.55M	Industrials
IWO iShares Russell 2000 Growth ETF	$2.54M	$409,718	$2.95M	0.0%	$2.96M	—
APG APi Group Corporation	$451,875	$2.45M	$2.91M	0.0%	$3.02M	Industrials
SNA Snap-On Incorporated	$1.57M	$1.22M	$2.79M	0.0%	$2.80M	Industrials
EPD Enterprise Products Partners L.	$2.46M	$316,136	$2.78M	0.0%	$2.94M	Energy
MMC Marsh & McLennan Companies, Inc	$2.51M	$200,004	$2.71M	0.0%	—	Financial Services
AME AMETEK, Inc.	$2.41M	$205,649	$2.62M	0.0%	$2.76M	Industrials
BDX Becton, Dickinson and Company	$1.52M	$1.08M	$2.60M	0.0%	$3.15M	Healthcare
BSX Boston Scientific Corporation	$2.11M	$423,130	$2.53M	0.0%	$3.07M	Healthcare
DGII Digi International Inc.	$1.85M	$524,650	$2.37M	0.0%	$2.69M	Technology
AMT American Tower Corporation (REI	$2.02M	$330,411	$2.35M	0.0%	$2.52M	Real Estate
CM Canadian Imperial Bank of Comme	$1.17M	$1.17M	$2.34M	0.0%	$2.52M	Financial Services
BMO Bank Of Montreal	$1.14M	$1.19M	$2.33M	0.0%	$2.45M	Financial Services
RF Regions Financial Corporation	$2.07M	$211,400	$2.28M	0.0%	$2.41M	Financial Services
AWK American Water Works Company, I	$1.61M	$657,900	$2.27M	0.0%	$2.35M	Utilities
VONE Vanguard Russell 1000 ETF	$1.07M	$1.11M	$2.17M	0.0%	$2.26M	—
BP BP p.l.c.	$1.90M	$207,290	$2.10M	0.0%	$2.42M	Energy
IWS iShares Russell Mid-cap Value E	$1.49M	$348,079	$1.84M	0.0%	$1.94M	—
TKR Timken Company (The)	$1.48M	$290,640	$1.77M	0.0%	$1.63M	Industrials
IEX IDEX Corporation	$793,215	$907,800	$1.70M	0.0%	$1.79M	Industrials
MGEE MGE Energy Inc.	$322,654	$1.35M	$1.67M	0.0%	$1.67M	Utilities
MDY SPDR S&P MidCap 400 ETF Trust	$1.00M	$561,353	$1.56M	0.0%	$1.60M	—
WY Weyerhaeuser Company	$773,825	$706,637	$1.48M	0.0%	$1.52M	Real Estate
VSAT ViaSat, Inc.	$222,101	$1.17M	$1.39M	0.0%	$1.28M	Technology
IXN iShares Global Tech ETF	$898,230	$455,506	$1.35M	0.0%	$1.34M	—
BBY Best Buy Co., Inc.	$914,250	$417,340	$1.33M	0.0%	$1.52M	Consumer Cyclical
AXGN AxoGen, Inc.	$272,337	$1.02M	$1.29M	0.0%	$1.36M	Healthcare
MOS Mosaic Company (The)	$721,347	$339,040	$1.06M	0.0%	$1.08M	Basic Materials
BAX Baxter International Inc.	$475,911	$267,182	$743,093	0.0%	$931,647	Healthcare
MSA MSA Safety Incorporated	$272,520	$256,633	$529,153	0.0%	$573,253	Industrials
CLF Cleveland-Cliffs Inc.	$279,888	$126,765	$406,653	0.0%	$515,353	Basic Materials
SNAP Snap Inc.	$118,051	$100,011	$218,062	0.0%	$265,701	Communication Services

Largest Shared Position

NVIDIA Corporation (NVDA) represents the largest overlapping position between Sequoia Financial Advisors and Mairs & Power Growth Fund based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of NVDA positions reported by both investment firms is approximately $1.51B, reflecting overlapping institutional exposure to NVIDIA Corporation.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Technology	$5.78B	AAPL, ADBE, ADI, ADP, AMAT, AMD, AVGO, BMI, CGNX, CIEN, CLFD, CRM, CSCO, DGII, ENTG, FI, GLW, IBM, INTC, LFUS, MSFT, MSI, MU, NVDA, ORCL, PANW, PLXS, QCOM, TSM, TXN, VSAT
Other	$3.17B	ACWX, BIL, EFA, G7S00T104, GLD, IAU, IJH, IJR, IVE, IVV, IVW, IWD, IWM, IWO, IWP, IWR, IWS, IXN, LRCX, MDT, MDY, NVT, QQQ, RSP, SCHB, SCHF, SPY, TT, USMV, VB, VEA, VEU, VGT, VIG, VO, VONE, VOO, VTI, VUG, VV, VWO, XLK
Industrials	$1.97B	AME, APG, BA, CARR, CAT, CHRW, CMI, CTAS, DCI, DE, EMR, FAST, GE, GGG, GNRC, HUBG, IEX, ITW, JBT, LHX, MMM, MSA, NSC, OSK, ROK, RTX, SNA, TKR, TREX, TTC, UNP, UPS, VRT, WAB, WM, WWD, XYL
Financial Services	$1.78B	AJG, AMP, ASB, AXP, BAC, BK, BMO, BRK-A, BRK-B, CB, CM, CME, HBAN, JPM, MA, MMC, MS, NTRS, ONB, PFG, QCRH, RF, SCHW, TRV, USB, V, WFC
Healthcare	$1.66B	ABBV, ABT, AMGN, AXGN, BAX, BDX, BMY, BSX, CAH, DHR, GILD, IDXX, ISRG, JNJ, LLY, MEDP, MRK, PFE, RDNT, SOLV, SYK, TECH, TMO, UNH, WAT, ZBH, ZTS
Communication Services	$1.59B	DIS, GOOG, GOOGL, META, SNAP, T, VZ
Consumer Cyclical	$1.20B	AMZN, BBY, CASY, HD, LOW, LTH, MCD, NKE, PII, TJX
Utilities	$564.88M	AWK, BKH, GEV, IDA, LNT, MGEE, NEE, NWE, WEC, XEL
Basic Materials	$546.86M	CLF, ECL, FUL, HWKN, MOS, NEM, SHW
Consumer Defensive	$533.15M	COST, GIS, HRL, HSY, KHC, KMB, KO, MO, PEP, PG, PM, SFM, SYY, TGT, WMT
Energy	$183.25M	BP, COP, CVX, EPD, MPC, PSX, SHEL, SLB, XOM
Real Estate	$3.83M	AMT, WY

Consensus Smart Money Signals

Shared holdings between Sequoia Financial Advisors and Mairs & Power Growth Fund may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.

Strongest overlap by reported value: NVDA ($1.51B combined).
Highest average portfolio weight in overlap: NVDA (5.8% conviction score).
Largest estimated mark-to-market gain since filing: MSFT ($349.63M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Sequoia Financial Advisors and Mairs & Power Growth Fund increased between Q1 2001 and Q2 2001, with 224 shared holdings in the latest period ($18.99B combined reported value) versus 213 in the prior period ($16.71B).

Overlap Score Guide

Score	Meaning
85–100	Extremely high shared conviction
65–84	Strong overlap
45–64	Moderate overlap
25–44	Limited overlap
0–24	Minimal overlap