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 June 30, 2026).
Overlap Score
7
Minimal overlap
Shared Holdings
64 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 85 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 | $416,340 | $225.90M | $226.32M | 8.8% | $210.40M | — |
| GOOGL Alphabet Inc. | $168.86M | $50.49M | $219.35M | 2.4% | $212.31M | Communication Services |
| IONS Ionis Pharmaceuticals, Inc. | $282,828 | $180.81M | $181.09M | 7.0% | $130.73M | Healthcare |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $48.85M | $172.57M | 2.2% | $173.82M | Financial Services |
| BRK-A Berkshire Hathaway Inc. | $17.22M | $107.83M | $125.06M | 4.2% | $126.18M | Financial Services |
| KOF Coca Cola Femsa S.A.B. de C.V. | $473,073 | $123.31M | $123.78M | 4.8% | $126.92M | Consumer Defensive |
| JNJ Johnson & Johnson | $51.62M | $51.21M | $102.84M | 2.1% | $105.42M | Healthcare |
| BAC Bank of America Corporation | $60.68M | $20.78M | $81.47M | 1.0% | $92.20M | Financial Services |
| WFC Wells Fargo & Company | $24.94M | $41.07M | $66.01M | 1.7% | $70.95M | Financial Services |
| ALV Autoliv, Inc. | $503,365 | $44.53M | $45.03M | 1.7% | $47.34M | Consumer Cyclical |
| AXP American Express Company | $20.53M | $21.21M | $41.74M | 0.9% | $42.26M | Financial Services |
| ZTS Zoetis Inc. | $1.33M | $39.96M | $41.29M | 1.6% | $42.39M | Healthcare |
| NVST Envista Holdings Corporation | $301,313 | $37.82M | $38.12M | 1.5% | $40.61M | Healthcare |
| PGR Progressive Corporation (The) | $29.59M | $3.00M | $32.59M | 0.2% | $31.27M | Financial Services |
| TFC Truist Financial Corporation | $3.68M | $27.21M | $30.89M | 1.1% | $32.93M | Financial Services |
| CSCO Cisco Systems, Inc. | $25.59M | $3.45M | $29.04M | 0.2% | $27.61M | Technology |
| VRTX Vertex Pharmaceuticals Incorpor | $8.31M | $19.93M | $28.24M | 0.8% | $28.75M | Healthcare |
| UHAL-B U-Haul Holding Company Series N | $211,990 | $26.71M | $26.92M | 1.0% | $30.41M | Industrials |
| UNH UnitedHealth Group Incorporated | $23.63M | $1.70M | $25.32M | 0.1% | $24.48M | Healthcare |
| INTC Intel Corporation | $24.55M | $209,445 | $24.76M | 0.1% | $18.17M | Technology |
| BK The Bank of New York Mellon Cor | $9.18M | $14.79M | $23.97M | 0.6% | $22.73M | Financial Services |
| USB U.S. Bancorp | $9.84M | $10.99M | $20.82M | 0.5% | $22.55M | Financial Services |
| AZO AutoZone, Inc. | $2.17M | $17.67M | $19.85M | 0.7% | $18.79M | Consumer Cyclical |
| UNP Union Pacific Corporation | $13.24M | $5.22M | $18.46M | 0.2% | $19.93M | Industrials |
| NVS Novartis AG | $6.11M | $11.15M | $17.25M | 0.4% | $16.61M | Healthcare |
| VZ Verizon Communications Inc. | $14.33M | $1.01M | $15.34M | 0.1% | $17.57M | Communication Services |
| DIS Walt Disney Company (The) | $10.64M | $4.33M | $14.97M | 0.2% | $16.62M | Communication Services |
| CMCSA Comcast Corporation | $13.19M | $769,152 | $13.95M | 0.1% | $14.88M | Communication Services |
| BMY Bristol-Myers Squibb Company | $10.36M | $2.16M | $12.53M | 0.1% | $13.88M | Healthcare |
| DEO Diageo plc | $442,722 | $10.14M | $10.58M | 0.4% | $12.57M | Consumer Defensive |
| COP ConocoPhillips | $6.56M | $3.34M | $9.90M | 0.1% | $12.07M | Energy |
| PNC PNC Financial Services Group, I | $6.09M | $3.25M | $9.34M | 0.1% | $9.75M | Financial Services |
| GL Globe Life Inc. | $5.27M | $4.00M | $9.26M | 0.2% | $9.38M | Financial Services |
| ELV Elevance Health, Inc. | $6.35M | $2.48M | $8.84M | 0.1% | $9.15M | Healthcare |
| PSX Phillips 66 | $6.63M | $2.08M | $8.71M | 0.1% | $12.04M | Energy |
| UPS United Parcel Service, Inc. | $6.09M | $1.79M | $7.87M | 0.1% | $7.66M | Industrials |
| FDX FedEx Corporation | $4.34M | $3.37M | $7.72M | 0.1% | $8.25M | Industrials |
| EMR Emerson Electric Company | $5.12M | $1.25M | $6.37M | 0.1% | $7.26M | Industrials |
| GSK GSK plc | $1.90M | $4.27M | $6.18M | 0.2% | $5.83M | Healthcare |
| CI The Cigna Group | $3.33M | $2.11M | $5.44M | 0.1% | $5.58M | Healthcare |
| DVN Devon Energy Corporation | $3.69M | $1.41M | $5.10M | 0.1% | $5.66M | Energy |
| BNS Bank Nova Scotia Halifax Pfd 3 | $1.21M | $3.69M | $4.90M | 0.1% | $5.16M | Financial Services |
| KT KT Corporation | $250,284 | $3.85M | $4.10M | 0.1% | $4.54M | Communication Services |
| CNC Centene Corporation | $2.41M | $1.61M | $4.02M | 0.1% | $4.23M | Healthcare |
| ARW Arrow Electronics, Inc. | $1.23M | $2.74M | $3.97M | 0.1% | $3.98M | Technology |
| DINO HF Sinclair Corporation | $1.01M | $2.71M | $3.72M | 0.1% | $5.01M | Energy |
| NTR Nutrien Ltd. | $771,679 | $2.35M | $3.12M | 0.1% | $3.38M | Basic Materials |
| TAP Molson Coors Beverage Company | $1.12M | $1.74M | $2.86M | 0.1% | $3.14M | Consumer Defensive |
| MTDR Matador Resources Company | $960,018 | $1.89M | $2.85M | 0.1% | $3.07M | Energy |
| CAG ConAgra Brands, Inc. | $851,886 | $1.97M | $2.82M | 0.1% | $3.27M | Consumer Defensive |
| ALLY Ally Financial Inc. | $606,399 | $2.17M | $2.78M | 0.1% | $2.72M | Financial Services |
| ALSN Allison Transmission Holdings, | $313,869 | $2.46M | $2.77M | 0.1% | $3.09M | Consumer Cyclical |
| SIRI SiriusXM Holdings Inc | $701,164 | $1.96M | $2.67M | 0.1% | $2.57M | Consumer Discretionary |
| KVUE Kenvue Inc. | $1.24M | $1.39M | $2.64M | 0.1% | $2.65M | Consumer Defensive |
| LULU lululemon athletica inc. | $556,873 | $2.05M | $2.61M | 0.1% | $2.73M | Consumer Cyclical |
| CROX Crocs, Inc. | $233,198 | $2.31M | $2.55M | 0.1% | $2.78M | Consumer Cyclical |
| BABA Alibaba Group Holding Limited | $2.10M | $380,081 | $2.48M | 0.0% | $3.20M | Consumer Cyclical |
| BLDR Builders FirstSource, Inc. | $288,484 | $1.75M | $2.04M | 0.1% | $1.65M | Industrials |
| LKQ LKQ Corporation | $231,241 | $1.63M | $1.87M | 0.1% | $1.80M | Consumer Cyclical |
| Y2106R110 Dorian LPG | $255,322 | $1.39M | $1.64M | 0.1% | — | — |
| FMC FMC Corporation | $752,262 | $505,253 | $1.26M | 0.0% | $1.11M | Basic Materials |
| HLN Haleon plc | $520,842 | $672,087 | $1.19M | 0.0% | $1.24M | Healthcare |
| L72967109 Orion | $84,367 | $600,148 | $684,515 | 0.0% | — | — |
| BAX Baxter International Inc. | $475,911 | $202,092 | $678,003 | 0.0% | $850,041 | Healthcare |
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 June 30, 2026. The combined disclosed value of CNH positions reported by both investment firms is approximately $226.32M, reflecting overlapping institutional exposure to CNH Industrial.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $621.39M | ALLY, AXP, BAC, BK, BNS, BRK-A, BRK-B, GL, PGR, PNC, TFC, USB, WFC |
| Healthcare | $473.03M | BAX, BMY, CI, CNC, ELV, GSK, HLN, IONS, JNJ, NVS, NVST, UNH, VRTX, ZTS |
| Communication Services | $267.72M | CMCSA, DIS, GOOGL, KT, VZ |
| Other | $228.65M | CNH, L72967109, Y2106R110 |
| Consumer Defensive | $142.69M | CAG, DEO, KOF, KVUE, TAP |
| Consumer Cyclical | $77.15M | ALSN, ALV, AZO, BABA, CROX, LKQ, LULU |
| Industrials | $69.38M | BLDR, EMR, FDX, UHAL-B, UNP, UPS |
| Technology | $57.77M | ARW, CSCO, INTC |
| Energy | $30.28M | COP, DINO, DVN, MTDR, PSX |
| Basic Materials | $4.38M | FMC, NTR |
| Consumer Discretionary | $2.67M | 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 ($226.32M combined).
- Highest average portfolio weight in overlap: CNH (8.8% conviction score).
- Largest estimated mark-to-market gain since filing: BAC ($10.74M 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) increased between Q1 2001 and Q2 2001, with 64 shared holdings in the latest period ($1.98B combined reported value) versus 61 in the prior period ($1.60B).
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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