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.
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 March 31, 2026).
Overlap Score
90
Extremely high shared conviction
Shared Holdings
213 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 239 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 | $467.38M | $830.38M | $1.30B | 5.6% | $1.47B | Technology |
| VTI Vanguard Total Stock Market ETF | $1.22B | $496,273 | $1.22B | 3.4% | $1.40B | — |
| MSFT Microsoft Corporation | $308.27M | $719.01M | $1.03B | 4.6% | $1.07B | Technology |
| AAPL Apple Inc. | $492.48M | $306.68M | $799.16M | 3.0% | $926.97M | Technology |
| AMZN Amazon.com, Inc. | $233.00M | $542.11M | $775.10M | 3.4% | $899.52M | Consumer Cyclical |
| GOOG Alphabet Inc. | $216.08M | $462.31M | $678.39M | 3.0% | $846.37M | Communication Services |
| LLY Eli Lilly and Company | $131.81M | $300.13M | $431.93M | 1.9% | $559.65M | Healthcare |
| JPM JP Morgan Chase & Co. | $110.21M | $310.10M | $420.32M | 1.9% | $477.34M | Financial Services |
| META Meta Platforms, Inc. | $150.96M | $185.73M | $336.68M | 1.4% | $360.68M | Communication Services |
| V Visa Inc. | $80.33M | $254.16M | $334.49M | 1.5% | $388.54M | Financial Services |
| GGG Graco Inc. | $2.77M | $323.00M | $325.77M | 1.7% | $287.94M | Industrials |
| TTC Toro Company (The) | $440,757 | $254.06M | $254.50M | 1.3% | $264.14M | Industrials |
| NVT nVent Electric | $7.75M | $244.42M | $252.16M | 1.3% | $341.09M | — |
| LFUS Littelfuse, Inc. | $637,651 | $245.93M | $246.57M | 1.3% | $319.98M | Technology |
| MSI Motorola Solutions, Inc. | $3.70M | $234.66M | $238.36M | 1.2% | $230.11M | Technology |
| WEC WEC Energy Group, Inc. | $1.41M | $221.20M | $222.61M | 1.1% | $223.48M | Utilities |
| UNH UnitedHealth Group Incorporated | $14.64M | $200.53M | $215.17M | 1.1% | $339.18M | Healthcare |
| LNT Alliant Energy Corporation | $1.77M | $207.32M | $209.08M | 1.1% | $220.83M | Utilities |
| ECL Ecolab Inc. | $2.75M | $202.66M | $205.41M | 1.0% | $214.95M | Basic Materials |
| GLD SPDR Gold Trust | $201.90M | $615,315 | $202.51M | 0.6% | $174.42M | — |
| AVGO Broadcom Inc. | $198.14M | $1.09M | $199.23M | 0.6% | $237.74M | Technology |
| JNJ Johnson & Johnson | $47.53M | $141.19M | $188.72M | 0.9% | $196.08M | Healthcare |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $164.33M | $186.69M | 0.9% | $245.40M | Technology |
| FAST Fastenal Company | $2.97M | $182.00M | $184.97M | 0.9% | $190.35M | Industrials |
| SHW Sherwin-Williams Company (The) | $44.52M | $140.32M | $184.85M | 0.8% | $199.55M | Basic Materials |
| VZ Verizon Communications Inc. | $16.92M | $166.43M | $183.35M | 0.9% | $153.37M | Communication Services |
| ENTG Entegris, Inc. | $834,366 | $157.47M | $158.30M | 0.8% | $223.04M | Technology |
| GOOGL Alphabet Inc. | $136.18M | $16.04M | $152.22M | 0.5% | $191.20M | Communication Services |
| VUG Vanguard Growth ETF | $150.90M | $300,512 | $151.20M | 0.4% | $29.83M | — |
| FUL H. B. Fuller Company | $1.04M | $145.66M | $146.71M | 0.8% | $136.24M | Basic Materials |
| CHRW C.H. Robinson Worldwide, Inc. | $3.56M | $140.86M | $144.42M | 0.7% | $166.34M | Industrials |
| TECH Bio-Techne Corp | $400,996 | $143.73M | $144.13M | 0.7% | $195.81M | Healthcare |
| WM Waste Management, Inc. | $49.77M | $91.51M | $141.28M | 0.6% | $137.77M | Industrials |
| CAT Caterpillar, Inc. | $126.64M | $13.07M | $139.72M | 0.4% | $195.52M | Industrials |
| XOM Exxon Mobil Corporation | $118.92M | $14.17M | $133.09M | 0.4% | $106.91M | Energy |
| WFC Wells Fargo & Company | $23.80M | $108.74M | $132.53M | 0.6% | $143.07M | Financial Services |
| BRK-B Berkshire Hathaway Inc. New | $121.01M | $11.47M | $132.48M | 0.4% | — | Financial Services |
| HD Home Depot, Inc. (The) | $72.04M | $50.45M | $122.50M | 0.5% | $130.67M | Consumer Cyclical |
| RTX RTX Corporation | $120.44M | $1.65M | $122.09M | 0.3% | $121.38M | Industrials |
| FI Fiserv, Inc. | $1.43M | $120.13M | $121.56M | 0.6% | — | Technology |
| SPY SPDR S&P 500 | $103.02M | $17.68M | $120.70M | 0.4% | $138.41M | — |
| PANW Palo Alto Networks, Inc. | $30.22M | $85.40M | $115.62M | 0.5% | $253.89M | Technology |
| ABT Abbott Laboratories | $37.28M | $74.11M | $111.38M | 0.5% | $100.00M | Healthcare |
| ROK Rockwell Automation, Inc. | $5.00M | $101.76M | $106.76M | 0.5% | $143.64M | Industrials |
| WMT Walmart Inc. | $101.05M | $1.95M | $103.00M | 0.3% | $90.19M | Consumer Defensive |
| COST Costco Wholesale Corporation | $96.93M | $2.95M | $99.88M | 0.3% | $92.69M | Consumer Defensive |
| AMP Ameriprise Financial, Inc. | $3.87M | $87.57M | $91.44M | 0.5% | $98.70M | Financial Services |
| IJR iShares Core S&P Small-Cap ETF | $87.70M | $299,587 | $87.99M | 0.2% | $104.44M | — |
| PG Procter & Gamble Company (The) | $48.53M | $35.16M | $83.69M | 0.3% | $85.43M | Consumer Defensive |
| QCOM QUALCOMM Incorporated | $18.03M | $61.56M | $79.60M | 0.4% | $112.44M | Technology |
| VIG Vanguard Div Appreciation ETF | $77.74M | $494,638 | $78.23M | 0.2% | $86.02M | — |
| HRL Hormel Foods Corporation | $529,430 | $77.42M | $77.95M | 0.4% | $85.62M | Consumer Defensive |
| CRM Salesforce, Inc. | $66.90M | $9.33M | $76.24M | 0.2% | $66.66M | Technology |
| HON Honeywell International Inc. | $28.27M | $47.12M | $75.39M | 0.3% | $73.96M | Industrials |
| CASY Caseys General Stores, Inc. | $2.98M | $69.83M | $72.80M | 0.4% | $78.45M | Consumer Cyclical |
| IVV iShares Core S&P 500 ETF | $62.86M | $4.22M | $67.08M | 0.2% | $76.92M | — |
| VEA Vanguard FTSE Developed Markets | $61.29M | $2.90M | $64.19M | 0.2% | $70.48M | — |
| AXP American Express Company | $18.28M | $45.02M | $63.29M | 0.3% | $72.82M | Financial Services |
| MMM 3M Company | $11.65M | $51.10M | $62.75M | 0.3% | $69.12M | Industrials |
| QQQ Invesco QQQ Trust, Series 1 | $61.19M | $1.02M | $62.21M | 0.2% | $78.15M | — |
| CGNX Cognex Corporation | $630,942 | $59.96M | $60.59M | 0.3% | $88.19M | Technology |
| AMGN Amgen Inc. | $58.23M | $1.75M | $59.98M | 0.2% | $61.60M | Healthcare |
| TXN Texas Instruments Incorporated | $10.70M | $44.88M | $55.57M | 0.3% | $85.42M | Technology |
| SCHW Charles Schwab Corporation (The | $32.24M | $23.28M | $55.52M | 0.2% | $56.58M | Financial Services |
| ISRG Intuitive Surgical, Inc. | $5.24M | $46.05M | $51.28M | 0.3% | $44.76M | Healthcare |
| IBM International Business Machines | $50.16M | $883,996 | $51.04M | 0.1% | $60.28M | Technology |
| TRV The Travelers Companies, Inc. | $8.64M | $41.54M | $50.18M | 0.2% | $57.56M | Financial Services |
| BAC Bank of America Corporation | $48.10M | $1.06M | $49.16M | 0.1% | $58.85M | Financial Services |
| MCD McDonald's Corporation | $44.65M | $4.45M | $49.11M | 0.1% | $42.57M | Consumer Cyclical |
| VOO Vanguard S&P 500 ETF | $38.14M | $8.88M | $47.02M | 0.2% | $53.94M | — |
| XYL Xylem Inc. | $43.65M | $1.68M | $45.33M | 0.1% | $44.49M | Industrials |
| IDA IDACORP, Inc. | $607,330 | $43.09M | $43.70M | 0.2% | $45.88M | Utilities |
| DCI Donaldson Company, Inc. | $1.27M | $42.38M | $43.65M | 0.2% | $45.53M | Industrials |
| MRK Merck & Company, Inc. | $35.73M | $6.06M | $41.79M | 0.1% | $43.55M | Healthcare |
| MEDP Medpace Holdings, Inc. | $491,715 | $41.16M | $41.65M | 0.2% | $47.15M | Healthcare |
| CVX Chevron Corporation | $33.25M | $8.07M | $41.33M | 0.1% | $33.09M | Energy |
| USB U.S. Bancorp | $8.55M | $31.28M | $39.83M | 0.2% | $47.46M | Financial Services |
| MDT Medtronic | $4.29M | $34.83M | $39.12M | 0.2% | $35.76M | — |
| ZTS Zoetis Inc. | $2.47M | $35.83M | $38.31M | 0.2% | $23.48M | Healthcare |
| TJX TJX Companies, Inc. (The) | $36.18M | $529,406 | $36.71M | 0.1% | $34.79M | Consumer Cyclical |
| XEL Xcel Energy Inc. | $3.42M | $31.96M | $35.37M | 0.2% | $35.49M | Utilities |
| DIS Walt Disney Company (The) | $11.37M | $23.12M | $34.48M | 0.2% | $34.24M | Communication Services |
| ACN Accenture plc | $32.49M | $243,698 | $32.73M | 0.1% | $21.65M | Technology |
| RSP Invesco S&P 500 Equal Weight ET | $28.79M | $1.03M | $29.83M | 0.1% | $33.17M | — |
| ABBV AbbVie Inc. | $19.68M | $9.86M | $29.53M | 0.1% | $34.09M | Healthcare |
| ADP Automatic Data Processing, Inc. | $2.46M | $25.28M | $27.74M | 0.1% | $32.19M | Technology |
| GE GE Aerospace | $24.62M | $2.14M | $26.76M | 0.1% | $35.35M | Industrials |
| GEV GE Vernova Inc. | $25.45M | $738,473 | $26.19M | 0.1% | $34.03M | Utilities |
| TGT Target Corporation | $5.14M | $20.47M | $25.61M | 0.1% | $27.53M | Consumer Defensive |
| ACWX iShares MSCI ACWI ex U.S. ETF | $23.72M | $516,949 | $24.24M | 0.1% | $26.55M | — |
| SFM Sprouts Farmers Market, Inc. | $615,652 | $22.54M | $23.15M | 0.1% | $26.02M | Consumer Defensive |
| KO Coca-Cola Company (The) | $20.86M | $1.77M | $22.63M | 0.1% | $24.19M | Consumer Defensive |
| ORCL Oracle Corporation | $17.02M | $4.52M | $21.54M | 0.1% | $20.86M | Technology |
| AMAT Applied Materials, Inc. | $17.47M | $3.87M | $21.34M | 0.1% | $40.64M | Technology |
| LHX L3Harris Technologies, Inc. | $20.78M | $356,540 | $21.13M | 0.1% | $17.89M | Industrials |
| IVW iShares S&P 500 Growth ETF | $20.59M | $283,793 | $20.87M | 0.1% | $25.26M | — |
| BRK-A Berkshire Hathaway Inc. | $17.24M | $3.59M | $20.83M | 0.1% | — | Financial Services |
| GNRC Generac Holdlings Inc. | $1.19M | $19.48M | $20.67M | 0.1% | $28.60M | Industrials |
| GLW Corning Incorporated | $8.25M | $12.00M | $20.25M | 0.1% | $32.86M | Technology |
| PEP Pepsico, Inc. | $18.69M | $1.39M | $20.08M | 0.1% | $18.26M | Consumer Defensive |
| CLFD Clearfield, Inc. | $329,102 | $19.37M | $19.70M | 0.1% | $28.65M | Technology |
| PM Philip Morris International Inc | $17.31M | $419,468 | $17.73M | 0.1% | $19.06M | Consumer Defensive |
| MU Micron Technology, Inc. | $17.36M | $234,123 | $17.60M | 0.1% | $53.77M | Technology |
| SCHB Schwab U.S. Broad Market ETF | $11.02M | $6.56M | $17.58M | 0.1% | $20.25M | — |
| CSCO Cisco Systems, Inc. | $15.53M | $1.54M | $17.06M | 0.1% | $25.73M | Technology |
| MA Mastercard Incorporated | $16.59M | $259,823 | $16.85M | 0.0% | $17.62M | Financial Services |
| BMI Badger Meter, Inc. | $554,250 | $15.97M | $16.52M | 0.1% | $15.86M | Technology |
| VV Vanguard Large-Cap ETF | $16.13M | $244,160 | $16.37M | 0.0% | $18.82M | — |
| PFG Principal Financial Group Inc | $1.41M | $14.77M | $16.18M | 0.1% | $19.56M | Financial Services |
| XLK SPDR Select Sector Fund - Techn | $15.50M | $594,090 | $16.09M | 0.0% | $22.47M | — |
| VWO Vanguard FTSE Emerging Markets | $14.37M | $1.11M | $15.48M | 0.0% | $16.96M | — |
| HSY The Hershey Company | $1.75M | $13.42M | $15.17M | 0.1% | $13.04M | Consumer Defensive |
| T AT&T Inc. | $14.83M | $328,370 | $15.16M | 0.0% | $10.71M | Communication Services |
| NEE NextEra Energy, Inc. | $13.46M | $1.14M | $14.60M | 0.0% | $13.58M | Utilities |
| USMV iShares MSCI USA Min Vol Factor | $14.01M | $360,010 | $14.37M | 0.0% | $15.01M | — |
| AMD Advanced Micro Devices, Inc. | $13.70M | $392,620 | $14.09M | 0.0% | $37.47M | Technology |
| RDNT RadNet, Inc. | $6.32M | $7.44M | $13.75M | 0.1% | $16.15M | Healthcare |
| UNP Union Pacific Corporation | $11.96M | $1.02M | $12.98M | 0.0% | $14.85M | Industrials |
| LOW Lowe's Companies, Inc. | $11.01M | $1.62M | $12.62M | 0.0% | $11.86M | Consumer Cyclical |
| EMR Emerson Electric Company | $4.02M | $8.48M | $12.50M | 0.1% | $13.31M | Industrials |
| BA Boeing Company (The) | $11.92M | $516,881 | $12.44M | 0.0% | $13.66M | Industrials |
| WWD Woodward, Inc. | $7.35M | $5.01M | $12.36M | 0.0% | $14.54M | Industrials |
| PFE Pfizer, Inc. | $9.94M | $2.02M | $11.96M | 0.0% | $10.17M | Healthcare |
| COP ConocoPhillips | $8.28M | $3.44M | $11.72M | 0.0% | $9.16M | Energy |
| BMY Bristol-Myers Squibb Company | $10.21M | $1.47M | $11.68M | 0.0% | $10.87M | Healthcare |
| KNF Knife Riv Holding Co. | $227,477 | $10.98M | $11.20M | 0.1% | $11.37M | Basic Materials |
| SCHF Schwab International Equity ETF | $9.55M | $757,004 | $10.30M | 0.0% | $11.36M | — |
| ONB Old National Bancorp | $486,952 | $9.57M | $10.06M | 0.1% | $11.94M | Financial Services |
| CB Chubb Limited | $8.89M | $794,943 | $9.69M | 0.0% | $10.45M | Financial Services |
| EFA iShares MSCI EAFE ETF | $8.10M | $1.53M | $9.63M | 0.0% | $10.21M | — |
| PLXS Plexus Corp. | $300,975 | $9.29M | $9.59M | 0.0% | $13.74M | Technology |
| VEU Vanguard FTSE All World Ex US E | $9.21M | $238,668 | $9.45M | 0.0% | $10.41M | — |
| DE Deere & Company | $9.08M | $322,208 | $9.40M | 0.0% | $10.48M | Industrials |
| HBAN Huntington Bancshares Incorpora | $8.86M | $426,353 | $9.28M | 0.0% | $10.74M | Financial Services |
| SYY Sysco Corporation | $2.12M | $7.08M | $9.21M | 0.0% | $10.78M | Consumer Defensive |
| MO Altria Group, Inc. | $8.60M | $301,163 | $8.90M | 0.0% | $9.65M | Consumer Defensive |
| VB Vanguard Small-Cap ETF | $7.21M | $1.52M | $8.73M | 0.0% | $10.05M | — |
| BSY Bentley Systems, Incorporated | $262,333 | $8.29M | $8.56M | 0.0% | $7.62M | Technology |
| KHC The Kraft Heinz Company | $1.38M | $7.12M | $8.50M | 0.0% | $9.45M | Consumer Defensive |
| BK The Bank of New York Mellon Cor | $7.72M | $698,493 | $8.42M | 0.0% | $9.74M | Financial Services |
| TMO Thermo Fisher Scientific Inc | $7.77M | $609,989 | $8.38M | 0.0% | $8.75M | Healthcare |
| BKH Black Hills Corporation | $1.18M | $6.82M | $8.00M | 0.0% | $8.49M | Utilities |
| PSX Phillips 66 | $6.77M | $1.20M | $7.98M | 0.0% | $7.64M | Energy |
| VGT Vanguard Information Tech ETF | $7.66M | $233,514 | $7.89M | 0.0% | $1.33M | — |
| ASB Associated Banc-Corp | $566,774 | $6.98M | $7.55M | 0.0% | $9.11M | Financial Services |
| IAU iShares Gold Trust Shares of th | $7.08M | $310,764 | $7.39M | 0.0% | $6.37M | — |
| GILD Gilead Sciences, Inc. | $6.99M | $317,067 | $7.31M | 0.0% | $6.61M | Healthcare |
| UPS United Parcel Service, Inc. | $5.52M | $1.71M | $7.24M | 0.0% | $8.06M | Industrials |
| VO Vanguard Mid-Cap ETF | $4.02M | $3.16M | $7.18M | 0.0% | $2.01M | — |
| INTC Intel Corporation | $6.52M | $632,515 | $7.15M | 0.0% | $20.58M | Technology |
| KMB Kimberly-Clark Corporation | $6.06M | $935,180 | $6.99M | 0.0% | $8.08M | Consumer Defensive |
| NWE NorthWestern Energy Group, Inc. | $1.25M | $5.67M | $6.92M | 0.0% | $7.50M | Utilities |
| ADI Analog Devices, Inc. | $6.49M | $206,155 | $6.70M | 0.0% | $8.19M | Technology |
| ZBH Zimmer Biomet Holdings, Inc. | $5.84M | $727,881 | $6.57M | 0.0% | $6.12M | Healthcare |
| CTAS Cintas Corporation | $2.65M | $3.80M | $6.45M | 0.0% | $6.64M | Industrials |
| IWD iShares Russell 1000 Value ETF | $5.67M | $547,423 | $6.22M | 0.0% | $7.10M | — |
| SYK Stryker Corporation | $4.77M | $1.37M | $6.13M | 0.0% | $5.85M | Healthcare |
| HUBG Hub Group, Inc. | $335,716 | $5.76M | $6.10M | 0.0% | $7.58M | Industrials |
| WAT Waters Corporation | $5.72M | $285,590 | $6.01M | 0.0% | $7.63M | Healthcare |
| SOLV Solventum Corporation | $1.19M | $4.74M | $5.93M | 0.0% | $7.11M | Healthcare |
| G7S00T104 Pentair | $609,485 | $5.02M | $5.63M | 0.0% | — | — |
| MPC Marathon Petroleum Corporation | $5.18M | $339,410 | $5.52M | 0.0% | $5.98M | Energy |
| IVE iShares S&P 500 Value ETF | $5.19M | $241,344 | $5.43M | 0.0% | $5.86M | — |
| SHEL Shell PLC | $4.49M | $756,276 | $5.24M | 0.0% | $4.32M | Energy |
| NSC Norfolk Southern Corporation | $4.46M | $779,205 | $5.23M | 0.0% | $5.82M | Industrials |
| OSK Oshkosh Corporation (Holding Co | $326,602 | $4.88M | $5.21M | 0.0% | $5.12M | Industrials |
| NEM Newmont Corporation | $4.46M | $541,250 | $5.00M | 0.0% | $4.31M | Basic Materials |
| NKE Nike, Inc. | $1.47M | $3.48M | $4.96M | 0.0% | $4.04M | Consumer Cyclical |
| ADBE Adobe Inc. | $4.17M | $488,348 | $4.66M | 0.0% | $4.05M | Technology |
| BIL SPDR Bloomberg 1-3 Month T-Bill | $3.95M | $640,105 | $4.59M | 0.0% | $4.58M | — |
| GIS General Mills, Inc. | $973,595 | $3.61M | $4.58M | 0.0% | $4.65M | Consumer Defensive |
| SLB Schlumberger N.V. | $4.30M | $282,645 | $4.58M | 0.0% | $4.02M | Energy |
| TREX Trex Company, Inc. | $311,901 | $4.23M | $4.54M | 0.0% | $6.07M | Industrials |
| DHR Danaher Corporation | $4.28M | $215,196 | $4.49M | 0.0% | $4.59M | Healthcare |
| HWKN Hawkins, Inc. | $289,536 | $3.99M | $4.28M | 0.0% | $3.84M | Basic Materials |
| CIEN Ciena Corporation | $3.00M | $1.09M | $4.08M | 0.0% | $4.86M | Technology |
| IDXX IDEXX Laboratories, Inc. | $2.64M | $1.17M | $3.81M | 0.0% | $3.65M | Healthcare |
| CMI Cummins Inc. | $3.49M | $284,075 | $3.77M | 0.0% | $4.79M | Industrials |
| BSX Boston Scientific Corporation | $3.03M | $638,544 | $3.67M | 0.0% | $2.52M | Healthcare |
| TT Trane Technologies | $3.20M | $457,164 | $3.65M | 0.0% | $4.25M | — |
| MMC Marsh & McLennan Companies, Inc | $3.31M | $225,485 | $3.53M | 0.0% | — | Financial Services |
| CAH Cardinal Health, Inc. | $2.89M | $448,189 | $3.34M | 0.0% | $3.76M | Healthcare |
| NTRS Northern Trust Corporation | $2.96M | $334,968 | $3.29M | 0.0% | $4.14M | Financial Services |
| ITW Illinois Tool Works Inc. | $2.90M | $386,270 | $3.29M | 0.0% | $3.40M | Industrials |
| BDX Becton, Dickinson and Company | $2.11M | $1.12M | $3.23M | 0.0% | $3.14M | Healthcare |
| WAB Westinghouse Air Brake Technolo | $1.81M | $1.31M | $3.12M | 0.0% | $3.29M | Industrials |
| EPD Enterprise Products Partners L. | $2.49M | $325,424 | $2.81M | 0.0% | $2.71M | Energy |
| SNA Snap-On Incorporated | $1.64M | $1.13M | $2.77M | 0.0% | $3.08M | Industrials |
| APG APi Group Corporation | $370,313 | $2.35M | $2.72M | 0.0% | $2.80M | Industrials |
| BP BP p.l.c. | $2.38M | $263,670 | $2.64M | 0.0% | $2.03M | Energy |
| ULTA Ulta Beauty, Inc. | $1.67M | $316,240 | $1.99M | 0.0% | $1.73M | Consumer Cyclical |
| MDY SPDR S&P MidCap 400 ETF Trust | $1.43M | $505,203 | $1.93M | 0.0% | $2.19M | — |
| AMT American Tower Corporation (REI | $1.57M | $348,612 | $1.92M | 0.0% | $1.85M | Real Estate |
| CM Canadian Imperial Bank of Comme | $954,991 | $964,176 | $1.92M | 0.0% | $2.35M | Financial Services |
| AWK American Water Works Company, I | $1.22M | $683,852 | $1.90M | 0.0% | $1.84M | Utilities |
| VONE Vanguard Russell 1000 ETF | $938,435 | $963,555 | $1.90M | 0.0% | $2.18M | — |
| BMO Bank Of Montreal | $864,034 | $913,004 | $1.78M | 0.0% | $2.33M | Financial Services |
| MUR Murphy Oil Corporation | $1.53M | $206,250 | $1.74M | 0.0% | $1.33M | Energy |
| WY Weyerhaeuser Company | $844,966 | $882,338 | $1.73M | 0.0% | $1.67M | Real Estate |
| UTHR United Therapeutics Corporation | $1.44M | $207,543 | $1.64M | 0.0% | $1.52M | Healthcare |
| DGII Digi International Inc. | $1.19M | $337,400 | $1.52M | 0.0% | $2.34M | Technology |
| SEIC SEI Investments Company | $1.24M | $258,951 | $1.50M | 0.0% | $1.72M | Financial Services |
| IEX IDEX Corporation | $600,132 | $758,200 | $1.36M | 0.0% | $1.61M | Industrials |
| TKR Timken Company (The) | $1.15M | $201,140 | $1.35M | 0.0% | $1.90M | Industrials |
| MOS Mosaic Company (The) | $555,464 | $510,000 | $1.07M | 0.0% | $889,978 | Basic Materials |
| BBY Best Buy Co., Inc. | $655,096 | $378,459 | $1.03M | 0.0% | $1.24M | Consumer Cyclical |
| BRC Brady Corporation | $270,773 | $568,680 | $839,453 | 0.0% | $942,266 | Industrials |
| BAX Baxter International Inc. | $376,935 | $378,722 | $755,657 | 0.0% | $975,616 | Healthcare |
| IXN iShares Global Tech ETF | $384,485 | $314,780 | $699,265 | 0.0% | $978,740 | — |
| MSA MSA Safety Incorporated | $401,678 | $241,007 | $642,685 | 0.0% | $667,498 | Industrials |
| PATH UiPath, Inc. | $268,443 | $340,770 | $609,213 | 0.0% | $633,910 | Technology |
| CLF Cleveland-Cliffs Inc. | $247,611 | $114,075 | $361,686 | 0.0% | $403,204 | Basic Materials |
| SNAP Snap Inc. | $59,939 | $103,615 | $163,554 | 0.0% | $168,886 | 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 March 31, 2026. The combined disclosed value of NVDA positions reported by both investment firms is approximately $1.30B, reflecting overlapping institutional exposure to NVIDIA Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $4.97B | AAPL, ACN, ADBE, ADI, ADP, AMAT, AMD, AVGO, BMI, BSY, CGNX, CIEN, CLFD, CRM, CSCO, DGII, ENTG, FI, GLW, IBM, INTC, LFUS, MSFT, MSI, MU, NVDA, ORCL, PANW, PATH, PLXS, QCOM, TSM, TXN |
| Other | $2.63B | ACWX, BIL, EFA, G7S00T104, GLD, IAU, IJR, IVE, IVV, IVW, IWD, IXN, MDT, MDY, NVT, QQQ, RSP, SCHB, SCHF, SPY, TT, USMV, VB, VEA, VEU, VGT, VIG, VO, VONE, VOO, VTI, VUG, VV, VWO, XLK |
| Industrials | $1.83B | APG, BA, BRC, CAT, CHRW, CMI, CTAS, DCI, DE, EMR, FAST, GE, GGG, GNRC, HON, HUBG, IEX, ITW, LHX, MMM, MSA, NSC, OSK, ROK, RTX, SNA, TKR, TREX, TTC, UNP, UPS, WAB, WM, WWD, XYL |
| Financial Services | $1.48B | AMP, ASB, AXP, BAC, BK, BMO, BRK-A, BRK-B, CB, CM, HBAN, JPM, MA, MMC, NTRS, ONB, PFG, SCHW, SEIC, TRV, USB, V, WFC |
| Healthcare | $1.45B | ABBV, ABT, AMGN, BAX, BDX, BMY, BSX, CAH, DHR, GILD, IDXX, ISRG, JNJ, LLY, MEDP, MRK, PFE, RDNT, SOLV, SYK, TECH, TMO, UNH, UTHR, WAT, ZBH, ZTS |
| Communication Services | $1.40B | DIS, GOOG, GOOGL, META, SNAP, T, VZ |
| Consumer Cyclical | $1.08B | AMZN, BBY, CASY, HD, LOW, MCD, NKE, TJX, ULTA |
| Utilities | $568.38M | AWK, BKH, GEV, IDA, LNT, NEE, NWE, WEC, XEL |
| Basic Materials | $558.87M | CLF, ECL, FUL, HWKN, KNF, MOS, NEM, SHW |
| Consumer Defensive | $527.08M | COST, GIS, HRL, HSY, KHC, KMB, KO, MO, PEP, PG, PM, SFM, SYY, TGT, WMT |
| Energy | $216.64M | BP, COP, CVX, EPD, MPC, MUR, PSX, SHEL, SLB, XOM |
| Real Estate | $3.65M | 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 ($1.30B combined).
- Highest average portfolio weight in overlap: NVDA (5.6% conviction score).
- Largest estimated mark-to-market gain since filing: VTI ($183.63M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Mairs & Power Growth Fund decreased between Q4 2001 and Q1 2001, with 213 shared holdings in the latest period ($16.71B combined reported value) versus 216 in the prior period ($17.50B).
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 |
Related Overlap Pages
- Sequoia Financial Advisors portfolio
- Mairs & Power Growth Fund portfolio
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- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings