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 June 30, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
22 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 23 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 | $123.72M | $7.35B | $7.47B | 11.0% | $7.41B | Financial Services |
| CAT Caterpillar, Inc. | $200.49M | $6.77B | $6.97B | 10.4% | $5.42B | Industrials |
| CNI Canadian National Railway Compa | $682,654 | $6.18B | $6.18B | 9.0% | $6.73B | Industrials |
| WM Waste Management, Inc. | $52.04M | $5.96B | $6.01B | 8.8% | $6.04B | Industrials |
| DE Deere & Company | $11.66M | $2.26B | $2.27B | 3.3% | $2.32B | Industrials |
| ECL Ecolab Inc. | $2.65M | $1.45B | $1.46B | 2.1% | $1.47B | Basic Materials |
| WMT Walmart Inc. | $95.99M | $950.31M | $1.05B | 1.6% | $957.98M | Consumer Defensive |
| FDX FedEx Corporation | $4.34M | $746.62M | $750.96M | 1.1% | $779.62M | Industrials |
| KOF Coca Cola Femsa S.A.B. de C.V. | $473,073 | $660.31M | $660.79M | 1.0% | $697.73M | Consumer Defensive |
| HD Home Depot, Inc. (The) | $81.01M | $352.68M | $433.69M | 0.7% | $412.70M | Consumer Cyclical |
| WCN Waste Connections, Inc. | $742,664 | $339.91M | $340.65M | 0.5% | $346.19M | Industrials |
| MSGS Madison Square Garden Sports Co | $214,583 | $238.05M | $238.27M | 0.3% | $240.83M | Communication Services |
| CPNG Coupang, Inc. | $1.56M | $160.64M | $162.19M | 0.2% | $153.60M | Consumer Cyclical |
| WST West Pharmaceutical Services, I | $1.12M | $159.58M | $160.69M | 0.2% | $158.04M | Healthcare |
| BUD Anheuser-Busch Inbev SA Sponsor | $3.04M | $140.33M | $143.37M | 0.2% | $137.31M | Consumer Defensive |
| MCD McDonald's Corporation | $38.96M | $90.53M | $129.49M | 0.2% | $129.79M | Consumer Cyclical |
| PCAR PACCAR Inc. | $1.84M | $120.12M | $121.96M | 0.2% | $133.04M | Industrials |
| DHR Danaher Corporation | $4.47M | $71.05M | $75.52M | 0.1% | $86.77M | Healthcare |
| KHC The Kraft Heinz Company | $1.55M | $58.40M | $59.95M | 0.1% | $64.93M | Consumer Defensive |
| HRL Hormel Foods Corporation | $592,489 | $51.76M | $52.35M | 0.1% | $50.37M | Consumer Defensive |
| ONON ON Holding | $223,076 | $17.71M | $17.93M | 0.0% | $15.20M | — |
| VLTO Veralto Corp | $685,730 | $11.03M | $11.71M | 0.0% | $13.04M | 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 June 30, 2026. The combined disclosed value of BRK-B positions reported by both investment firms is approximately $7.47B, reflecting overlapping institutional exposure to Berkshire Hathaway Inc. New.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Industrials | $22.65B | CAT, CNI, DE, FDX, PCAR, VLTO, WCN, WM |
| Financial Services | $7.47B | BRK-B |
| Consumer Defensive | $1.96B | BUD, HRL, KHC, KOF, WMT |
| Basic Materials | $1.46B | ECL |
| Consumer Cyclical | $725.37M | CPNG, HD, MCD |
| Communication Services | $238.27M | MSGS |
| Healthcare | $236.21M | DHR, WST |
| Other | $17.93M | ONON |
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 ($7.47B combined).
- Highest average portfolio weight in overlap: BRK-B (11.0% conviction score).
- Largest estimated mark-to-market gain since filing: CNI ($549.42M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Bill & Melinda Gates Foundation Trust increased between Q1 2001 and Q2 2001, with 22 shared holdings in the latest period ($34.76B combined reported value) versus 19 in the prior period ($31.85B).
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
- Thiel Macro LLC & Situational Awareness Partners Shared Holdings
- Thiel Macro LLC & Aquamarine Zurich AG Shared Holdings
- Thiel Macro LLC & TCI Fund Management Shared Holdings
- Thiel Macro LLC & Polen Capital Management Shared Holdings
- Thiel Macro LLC & Dodge & Cox Stock Fund Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings