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 & Semper Augustus Investments Group Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Semper Augustus Investments Group based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
9
Minimal overlap
Shared Holdings
41 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 43 for Semper Augustus Investments Group).
| Stock | Sequoia Financial Advisors value | Semper Augustus Investments Group value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $572.48M | $1.05M | $573.53M | 1.5% | $637.72M | Technology |
| GOOG Alphabet Inc. | $269.00M | $697,644 | $269.69M | 0.7% | $243.13M | Communication Services |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $121.25M | $244.97M | 7.6% | $245.56M | Financial Services |
| GOOGL Alphabet Inc. | $168.86M | $201,292 | $169.06M | 0.4% | $150.33M | Communication Services |
| XOM Exxon Mobil Corporation | $100.00M | $9.76M | $109.76M | 0.8% | $123.78M | Energy |
| BRK-A Berkshire Hathaway Inc. | $17.22M | $83.30M | $100.53M | 5.1% | $102.39M | Financial Services |
| COST Costco Wholesale Corporation | $88.71M | $3.35M | $92.07M | 0.4% | $90.94M | Consumer Defensive |
| DG Dollar General Corporation | $1.46M | $76.96M | $78.42M | 4.6% | $76.11M | Consumer Defensive |
| SGOV iShares 0-3 Month Treasury Bond | $74.39M | $998,145 | $75.39M | 0.2% | $75.34M | — |
| DECK Deckers Outdoor Corporation | $1.00M | $66.16M | $67.16M | 4.0% | $64.58M | Consumer Cyclical |
| ALK Alaska Air Group, Inc. | $519,443 | $62.34M | $62.86M | 3.8% | $76.30M | Industrials |
| OLN Olin Corporation | $316,764 | $60.33M | $60.65M | 3.6% | $48.35M | Basic Materials |
| DLTR Dollar Tree, Inc. | $1.68M | $56.23M | $57.92M | 3.4% | $62.05M | Consumer Defensive |
| NEM Newmont Corporation | $3.59M | $51.87M | $55.46M | 3.1% | $49.03M | Basic Materials |
| KGC Kinross Gold Corporation | $1.64M | $46.05M | $47.69M | 2.8% | $37.36M | Basic Materials |
| FIVE Five Below, Inc. | $509,265 | $44.02M | $44.53M | 2.6% | $39.36M | Consumer Cyclical |
| MRK Merck & Company, Inc. | $37.54M | $5.37M | $42.91M | 0.4% | $43.94M | Healthcare |
| GEV GE Vernova Inc. | $34.01M | $1.74M | $35.75M | 0.2% | $31.91M | Utilities |
| GE GE Aerospace | $33.00M | $2.65M | $35.65M | 0.2% | $34.08M | Industrials |
| CVX Chevron Corporation | $28.80M | $1.25M | $30.06M | 0.1% | $34.96M | Energy |
| FLEX Flex | $28.97M | $293,588 | $29.26M | 0.1% | $23.44M | — |
| CMI Cummins Inc. | $5.55M | $21.27M | $26.82M | 1.3% | $31.46M | Industrials |
| SBUX Starbucks Corporation | $3.75M | $22.51M | $26.26M | 1.4% | $29.72M | Consumer Cyclical |
| DIS Walt Disney Company (The) | $10.64M | $14.71M | $25.35M | 0.9% | $24.43M | Communication Services |
| KO Coca-Cola Company (The) | $23.05M | $1.17M | $24.21M | 0.1% | $24.26M | Consumer Defensive |
| DINO HF Sinclair Corporation | $1.01M | $22.50M | $23.52M | 1.4% | $33.43M | Energy |
| AXP American Express Company | $20.53M | $1.04M | $21.57M | 0.1% | $21.86M | Financial Services |
| BLDR Builders FirstSource, Inc. | $288,484 | $18.79M | $19.08M | 1.1% | $16.33M | Industrials |
| PM Philip Morris International Inc | $18.63M | $291,329 | $18.92M | 0.1% | $20.02M | Consumer Defensive |
| VLO Valero Energy Corporation | $7.08M | $10.89M | $17.97M | 0.7% | $21.75M | Energy |
| MA Mastercard Incorporated | $16.74M | $328,852 | $17.06M | 0.1% | $17.63M | Financial Services |
| TRV The Travelers Companies, Inc. | $11.03M | $5.57M | $16.60M | 0.4% | $19.76M | Financial Services |
| NFLX Netflix, Inc. | $15.18M | $286,527 | $15.47M | 0.1% | $14.85M | Communication Services |
| N6596X109 NXP Semiconductors | $9.11M | $2.56M | $11.66M | 0.2% | — | — |
| EQNR Equinor ASA | $1.16M | $7.43M | $8.58M | 0.4% | $8.72M | Energy |
| PSX Phillips 66 | $6.63M | $268,169 | $6.90M | 0.0% | $8.43M | Energy |
| SHEL Shell PLC | $3.27M | $462,024 | $3.73M | 0.0% | $4.14M | Energy |
| GLDM SPDR Gold MiniShares Trust | $230,080 | $2.22M | $2.45M | 0.1% | $2.15M | — |
| PHYS Sprott Physical Gold Trust | $870,858 | $845,917 | $1.72M | 0.1% | $1.61M | — |
| SYF Synchrony Financial | $1.32M | $301,805 | $1.62M | 0.0% | $1.57M | Financial Services |
| GEHC GE HealthCare Technologies Inc. | $1.08M | $326,076 | $1.41M | 0.0% | $1.33M | Healthcare |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Sequoia Financial Advisors and Semper Augustus Investments Group based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $573.53M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $573.53M | AAPL |
| Communication Services | $479.57M | DIS, GOOG, GOOGL, NFLX |
| Financial Services | $402.35M | AXP, BRK-A, BRK-B, MA, SYF, TRV |
| Consumer Defensive | $271.54M | COST, DG, DLTR, KO, PM |
| Energy | $200.52M | CVX, DINO, EQNR, PSX, SHEL, VLO, XOM |
| Basic Materials | $163.80M | KGC, NEM, OLN |
| Industrials | $144.41M | ALK, BLDR, CMI, GE |
| Consumer Cyclical | $137.96M | DECK, FIVE, SBUX |
| Other | $120.49M | FLEX, GLDM, N6596X109, PHYS, SGOV |
| Healthcare | $44.31M | GEHC, MRK |
| Utilities | $35.75M | GEV |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Semper Augustus Investments Group 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: AAPL ($573.53M combined).
- Highest average portfolio weight in overlap: BRK-B (7.6% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($64.18M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 42 shared holdings ($2.38B combined reported value).
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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