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 & Tweedy, Browne Co All Funds (US) Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Tweedy, Browne Co All Funds (US) based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
7
Minimal overlap
Shared Holdings
61 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 88 for Tweedy, Browne Co All Funds (US)).
| Stock | Sequoia Financial Advisors value | Tweedy, Browne Co All Funds (US) value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| CNH CNH Industrial | $319,968 | $221.65M | $221.97M | 9.0% | $220.36M | — |
| GOOGL Alphabet Inc. | $136.18M | $57.03M | $193.22M | 2.7% | $242.70M | Communication Services |
| BRK-B Berkshire Hathaway Inc. New | $121.01M | $46.68M | $167.69M | 2.2% | — | Financial Services |
| BRK-A Berkshire Hathaway Inc. | $17.24M | $103.41M | $120.65M | 4.2% | — | Financial Services |
| KOF Coca Cola Femsa S.A.B. de C.V. | $431,204 | $114.14M | $114.57M | 4.6% | $124.26M | Consumer Defensive |
| JNJ Johnson & Johnson | $47.53M | $53.65M | $101.18M | 2.3% | $105.13M | Healthcare |
| BAC Bank of America Corporation | $48.10M | $17.81M | $65.91M | 0.9% | $78.90M | Financial Services |
| WFC Wells Fargo & Company | $23.80M | $41.07M | $64.87M | 1.7% | $70.03M | Financial Services |
| ALV Autoliv, Inc. | $392,563 | $40.34M | $40.73M | 1.6% | $43.90M | Consumer Cyclical |
| AXP American Express Company | $18.28M | $19.05M | $37.33M | 0.8% | $42.95M | Financial Services |
| NVST Envista Holdings Corporation | $304,085 | $36.45M | $36.76M | 1.5% | $39.36M | Healthcare |
| FDX FedEx Corporation | $5.51M | $26.37M | $31.88M | 1.1% | $28.09M | Industrials |
| PGR Progressive Corporation (The) | $27.24M | $2.72M | $29.96M | 0.2% | $34.04M | Financial Services |
| TFC Truist Financial Corporation | $3.21M | $25.63M | $28.84M | 1.0% | $31.92M | Financial Services |
| VRTX Vertex Pharmaceuticals Incorpor | $6.65M | $18.03M | $24.69M | 0.8% | $27.53M | Healthcare |
| AZO AutoZone, Inc. | $2.49M | $18.70M | $21.19M | 0.8% | $20.19M | Consumer Cyclical |
| BK The Bank of New York Mellon Cor | $7.72M | $12.93M | $20.65M | 0.5% | $23.88M | Financial Services |
| CSCO Cisco Systems, Inc. | $15.53M | $4.28M | $19.81M | 0.2% | $29.87M | Technology |
| USB U.S. Bancorp | $8.55M | $9.58M | $18.13M | 0.4% | $21.60M | Financial Services |
| VZ Verizon Communications Inc. | $16.92M | $1.20M | $18.12M | 0.1% | $15.16M | Communication Services |
| CMCSA Comcast Corporation | $17.16M | $904,250 | $18.07M | 0.1% | $14.93M | Communication Services |
| NVS Novartis AG | $6.56M | $10.89M | $17.45M | 0.5% | $17.61M | Healthcare |
| UNP Union Pacific Corporation | $11.96M | $4.65M | $16.61M | 0.2% | $19.02M | Industrials |
| UNH UnitedHealth Group Incorporated | $14.64M | $992,254 | $15.63M | 0.1% | $24.64M | Healthcare |
| COP ConocoPhillips | $8.28M | $4.05M | $12.33M | 0.2% | $9.65M | Energy |
| BMY Bristol-Myers Squibb Company | $10.21M | $1.59M | $11.79M | 0.1% | $10.98M | Healthcare |
| DEO Diageo plc | $346,790 | $9.40M | $9.74M | 0.4% | $10.30M | Consumer Defensive |
| PSX Phillips 66 | $6.77M | $2.25M | $9.03M | 0.1% | $8.65M | Energy |
| GL Globe Life Inc. | $3.83M | $3.89M | $7.72M | 0.2% | $9.96M | Financial Services |
| ZION Zions Bancorporation N.A. | $5.15M | $2.18M | $7.33M | 0.1% | $9.00M | Financial Services |
| UPS United Parcel Service, Inc. | $5.52M | $1.53M | $7.05M | 0.1% | $7.85M | Industrials |
| GSK GSK plc | $1.97M | $4.51M | $6.48M | 0.2% | $6.02M | Healthcare |
| PNC PNC Financial Services Group, I | $4.36M | $1.96M | $6.32M | 0.1% | $7.65M | Financial Services |
| CVS CVS Health Corporation | $3.89M | $1.37M | $5.26M | 0.1% | $7.68M | Healthcare |
| EMR Emerson Electric Company | $4.02M | $1.17M | $5.19M | 0.1% | $5.53M | Industrials |
| SNEX StoneX Group Inc. | $459,222 | $4.36M | $4.82M | 0.2% | $7.39M | Financial Services |
| DVN Devon Energy Corporation | $3.42M | $1.29M | $4.71M | 0.1% | $3.77M | Energy |
| EPD Enterprise Products Partners L. | $2.49M | $1.95M | $4.44M | 0.1% | $4.28M | Energy |
| CI The Cigna Group | $2.81M | $1.43M | $4.24M | 0.1% | $4.41M | Healthcare |
| KT KT Corporation | $311,476 | $3.59M | $3.90M | 0.1% | $3.14M | Communication Services |
| TSN Tyson Foods, Inc. | $1.82M | $1.67M | $3.49M | 0.1% | $3.18M | Consumer Defensive |
| NTR Nutrien Ltd. | $777,541 | $2.57M | $3.35M | 0.1% | $2.83M | Basic Materials |
| ELV Elevance Health, Inc. | $1.94M | $1.40M | $3.34M | 0.1% | $4.75M | Healthcare |
| BABA Alibaba Group Holding Limited | $2.80M | $509,368 | $3.31M | 0.0% | $2.59M | Consumer Cyclical |
| NE Noble Corporation plc | $330,291 | $2.67M | $3.00M | 0.1% | $2.27M | Energy and Utilities |
| MTDR Matador Resources Company | $676,258 | $1.79M | $2.46M | 0.1% | $1.91M | Energy |
| ARW Arrow Electronics, Inc. | $754,911 | $1.67M | $2.43M | 0.1% | $3.55M | Technology |
| DINO HF Sinclair Corporation | $542,149 | $1.85M | $2.40M | 0.1% | $2.79M | Energy |
| AGCO AGCO Corporation | $331,968 | $1.93M | $2.26M | 0.1% | $2.27M | Industrials |
| ALSN Allison Transmission Holdings, | $335,260 | $1.85M | $2.18M | 0.1% | $2.19M | Consumer Cyclical |
| KVUE Kenvue Inc. | $1.25M | $705,219 | $1.95M | 0.0% | $2.19M | Consumer Defensive |
| TAP Molson Coors Beverage Company | $525,252 | $1.37M | $1.89M | 0.1% | $1.72M | Consumer Defensive |
| ALLY Ally Financial Inc. | $496,274 | $1.31M | $1.81M | 0.1% | $2.13M | Financial Services |
| LKQ LKQ Corporation | $517,444 | $1.25M | $1.77M | 0.1% | $1.58M | Consumer Cyclical |
| HLN Haleon plc | $1.02M | $728,228 | $1.75M | 0.0% | $1.64M | Healthcare |
| CNC Centene Corporation | $1.11M | $620,587 | $1.73M | 0.0% | $3.61M | Healthcare |
| SIRI SiriusXM Holdings Inc | $443,443 | $1.08M | $1.53M | 0.0% | $1.98M | Consumer Discretionary |
| Y2106R110 Dorian LPG | $240,563 | $1.21M | $1.45M | 0.0% | — | — |
| FMC FMC Corporation | $234,988 | $531,702 | $766,690 | 0.0% | $487,527 | Basic Materials |
| BAX Baxter International Inc. | $376,935 | $221,757 | $598,692 | 0.0% | $697,897 | Healthcare |
| L72967109 Orion | $80,464 | $397,280 | $477,744 | 0.0% | — | — |
Largest Shared Position
CNH Industrial (CNH) represents the largest overlapping position between Sequoia Financial Advisors and Tweedy, Browne Co All Funds (US) based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of CNH positions reported by both investment firms is approximately $221.97M, reflecting overlapping institutional exposure to CNH Industrial.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $582.02M | ALLY, AXP, BAC, BK, BRK-A, BRK-B, GL, PGR, PNC, SNEX, TFC, USB, WFC, ZION |
| Communication Services | $233.31M | CMCSA, GOOGL, KT, VZ |
| Healthcare | $230.91M | BAX, BMY, CI, CNC, CVS, ELV, GSK, HLN, JNJ, NVS, NVST, UNH, VRTX |
| Other | $223.91M | CNH, L72967109, Y2106R110 |
| Consumer Defensive | $131.65M | DEO, KOF, KVUE, TAP, TSN |
| Consumer Cyclical | $69.19M | ALSN, ALV, AZO, BABA, LKQ |
| Industrials | $62.99M | AGCO, EMR, FDX, UNP, UPS |
| Energy | $35.37M | COP, DINO, DVN, EPD, MTDR, PSX |
| Technology | $22.24M | ARW, CSCO |
| Basic Materials | $4.11M | FMC, NTR |
| Energy and Utilities | $3.00M | NE |
| Consumer Discretionary | $1.53M | SIRI |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Tweedy, Browne Co All Funds (US) 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: CNH ($221.97M combined).
- Highest average portfolio weight in overlap: CNH (9.0% conviction score).
- Largest estimated mark-to-market gain since filing: GOOGL ($49.49M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Tweedy, Browne Co All Funds (US) decreased between Q4 2001 and Q1 2001, with 61 shared holdings in the latest period ($1.60B combined reported value) versus 64 in the prior period ($1.66B).
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 |
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