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 & Bill & Melinda Gates Foundation Trust Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Bill & Melinda Gates Foundation Trust based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
19 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 22 for Bill & Melinda Gates Foundation Trust).
| Stock | Sequoia Financial Advisors value | Bill & Melinda Gates Foundation Trust value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc. New | $121.01M | $8.17B | $8.29B | 13.2% | — | Financial Services |
| WM Waste Management, Inc. | $49.77M | $6.35B | $6.40B | 10.2% | $6.42B | Industrials |
| CNI Canadian National Railway Compa | $567,159 | $5.33B | $5.33B | 8.4% | $6.30B | Industrials |
| CAT Caterpillar, Inc. | $126.64M | $4.50B | $4.63B | 7.5% | $6.29B | Industrials |
| DE Deere & Company | $9.08M | $2.00B | $2.01B | 3.2% | $2.22B | Industrials |
| ECL Ecolab Inc. | $2.75M | $1.39B | $1.39B | 2.2% | $1.48B | Basic Materials |
| WMT Walmart Inc. | $101.05M | $1.04B | $1.14B | 1.9% | $1.03B | Consumer Defensive |
| FDX FedEx Corporation | $5.51M | $849.26M | $854.77M | 1.4% | $751.15M | Industrials |
| KOF Coca Cola Femsa S.A.B. de C.V. | $431,204 | $606.25M | $606.68M | 1.0% | $667.81M | Consumer Defensive |
| WCN Waste Connections, Inc. | $826,399 | $331.24M | $332.07M | 0.5% | $345.11M | Industrials |
| CPNG Coupang, Inc. | $1.43M | $174.60M | $176.04M | 0.3% | $173.05M | Consumer Cyclical |
| MCD McDonald's Corporation | $44.65M | $104.08M | $148.74M | 0.3% | $134.30M | Consumer Cyclical |
| BUD Anheuser-Busch Inbev SA Sponsor | $2.37M | $118.14M | $120.50M | 0.2% | $141.28M | Consumer Defensive |
| PCAR PACCAR Inc. | $1.73M | $115.50M | $117.23M | 0.2% | $121.29M | Industrials |
| WST West Pharmaceutical Services, I | $833,382 | $111.41M | $112.24M | 0.2% | $163.79M | Healthcare |
| DHR Danaher Corporation | $4.28M | $70.72M | $75.00M | 0.1% | $78.29M | Healthcare |
| KHC The Kraft Heinz Company | $1.38M | $55.61M | $56.99M | 0.1% | $64.29M | Consumer Defensive |
| HRL Hormel Foods Corporation | $529,430 | $47.23M | $47.76M | 0.1% | $52.72M | Consumer Defensive |
| VLTO Veralto Corp | $741,807 | $10.99M | $11.74M | 0.0% | $12.28M | Industrials |
Largest Shared Position
Berkshire Hathaway Inc. New (BRK-B) represents the largest overlapping position between Sequoia Financial Advisors and Bill & Melinda Gates Foundation Trust based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of BRK-B positions reported by both investment firms is approximately $8.29B, reflecting overlapping institutional exposure to Berkshire Hathaway Inc. New.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Industrials | $19.69B | CAT, CNI, DE, FDX, PCAR, VLTO, WCN, WM |
| Financial Services | $8.29B | BRK-B |
| Consumer Defensive | $1.98B | BUD, HRL, KHC, KOF, WMT |
| Basic Materials | $1.39B | ECL |
| Consumer Cyclical | $324.77M | CPNG, MCD |
| Healthcare | $187.24M | DHR, WST |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Bill & Melinda Gates Foundation Trust 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: BRK-B ($8.29B combined).
- Highest average portfolio weight in overlap: BRK-B (13.2% conviction score).
- Largest estimated mark-to-market gain since filing: CAT ($1.67B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Bill & Melinda Gates Foundation Trust decreased between Q4 2001 and Q1 2001, with 19 shared holdings in the latest period ($31.85B combined reported value) versus 21 in the prior period ($35.95B).
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
- Bill & Melinda Gates Foundation Trust portfolio
- Situational Awareness Partners & Aquamarine Zurich AG Shared Holdings
- Situational Awareness Partners & TCI Fund Management Shared Holdings
- Situational Awareness Partners & Polen Capital Management Shared Holdings
- Situational Awareness Partners & Dodge & Cox Stock Fund Shared Holdings
- Situational Awareness Partners & Trian Fund Management Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings