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
10
Minimal overlap
Shared Holdings
46 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 48 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 | $1.34M | $573.83M | 1.5% | $668.30M | Technology |
| MSFT Microsoft Corporation | $338.04M | $239,106 | $338.28M | 0.9% | $451.39M | Technology |
| GOOG Alphabet Inc. | $269.00M | $859,299 | $269.86M | 0.7% | $262.49M | Communication Services |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $136.68M | $260.40M | 8.1% | $264.98M | Financial Services |
| GOOGL Alphabet Inc. | $168.86M | $250,159 | $169.11M | 0.4% | $164.35M | Communication Services |
| XOM Exxon Mobil Corporation | $100.00M | $7.82M | $107.82M | 0.7% | $128.76M | Energy |
| BRK-A Berkshire Hathaway Inc. | $17.22M | $89.86M | $107.09M | 5.2% | $109.24M | Financial Services |
| ALK Alaska Air Group, Inc. | $519,443 | $93.63M | $94.15M | 5.3% | $72.16M | Industrials |
| COST Costco Wholesale Corporation | $88.71M | $3.14M | $91.85M | 0.4% | $87.77M | Consumer Defensive |
| DG Dollar General Corporation | $1.46M | $76.58M | $78.04M | 4.4% | $84.71M | Consumer Defensive |
| SGOV iShares 0-3 Month Treasury Bond | $74.39M | $862,742 | $75.25M | 0.2% | $75.17M | — |
| DECK Deckers Outdoor Corporation | $1.00M | $66.54M | $67.55M | 3.8% | $54.23M | Consumer Cyclical |
| DLTR Dollar Tree, Inc. | $1.68M | $64.12M | $65.80M | 3.7% | $62.24M | Consumer Defensive |
| JNJ Johnson & Johnson | $51.62M | $201,652 | $51.83M | 0.1% | $55.14M | Healthcare |
| BLDR Builders FirstSource, Inc. | $288,484 | $49.55M | $49.84M | 2.8% | $32.12M | Industrials |
| NEM Newmont Corporation | $3.59M | $41.77M | $45.36M | 2.4% | $60.41M | Basic Materials |
| MRK Merck & Company, Inc. | $37.54M | $5.74M | $43.27M | 0.4% | $49.55M | Healthcare |
| OLN Olin Corporation | $316,764 | $42.69M | $43.01M | 2.4% | $36.91M | Basic Materials |
| KGC Kinross Gold Corporation | $1.64M | $36.59M | $38.22M | 2.1% | $46.10M | Basic Materials |
| GE GE Aerospace | $33.00M | $3.50M | $36.49M | 0.3% | $30.61M | Industrials |
| GEV GE Vernova Inc. | $34.01M | $2.34M | $36.36M | 0.2% | $28.62M | Utilities |
| CVX Chevron Corporation | $28.80M | $1.01M | $29.81M | 0.1% | $38.05M | Energy |
| DIS Walt Disney Company (The) | $10.64M | $15.46M | $26.11M | 0.9% | $28.58M | Communication Services |
| KO Coca-Cola Company (The) | $23.05M | $1.25M | $24.29M | 0.1% | $26.32M | Consumer Defensive |
| PAYX Paychex, Inc. | $1.81M | $20.81M | $22.62M | 1.2% | $26.81M | Technology |
| SPGI S&P Global Inc. | $3.61M | $18.73M | $22.34M | 1.1% | $22.17M | Financial Services |
| AXP American Express Company | $20.53M | $1.12M | $21.65M | 0.1% | $19.91M | Financial Services |
| FIVE Five Below, Inc. | $509,265 | $19.00M | $19.51M | 1.1% | $25.69M | Consumer Cyclical |
| PM Philip Morris International Inc | $18.63M | $318,763 | $18.95M | 0.1% | $19.95M | Consumer Defensive |
| DINO HF Sinclair Corporation | $1.01M | $17.56M | $18.58M | 1.0% | $31.11M | Energy |
| CTSH Cognizant Technology Solutions | $3.83M | $14.64M | $18.47M | 0.8% | $29.51M | Technology |
| TRV The Travelers Companies, Inc. | $11.03M | $6.31M | $17.33M | 0.4% | $19.92M | Financial Services |
| MA Mastercard Incorporated | $16.74M | $338,038 | $17.07M | 0.1% | $18.81M | Financial Services |
| VLO Valero Energy Corporation | $7.08M | $9.87M | $16.95M | 0.6% | $26.85M | Energy |
| NFLX Netflix, Inc. | $15.18M | $212,772 | $15.39M | 0.1% | $16.24M | Communication Services |
| CMI Cummins Inc. | $5.55M | $9.25M | $14.80M | 0.5% | $10.87M | Industrials |
| NXPI NXP Semiconductors | $9.11M | $2.15M | $11.26M | 0.1% | $9.13M | Technology |
| SBUX Starbucks Corporation | $3.75M | $4.68M | $8.43M | 0.3% | $7.97M | Consumer Cyclical |
| PSX Phillips 66 | $6.63M | $248,842 | $6.88M | 0.0% | $11.17M | Energy |
| EQNR Equinor ASA | $1.16M | $5.06M | $6.22M | 0.3% | $8.78M | Energy |
| SHEL Shell PLC | $3.27M | $385,219 | $3.65M | 0.0% | $4.51M | Energy |
| MCHP Microchip Technology Incorporat | $2.56M | $220,522 | $2.78M | 0.0% | $2.16M | Technology |
| GLDM SPDR Gold MiniShares Trust | $230,080 | $1.91M | $2.14M | 0.1% | $2.32M | — |
| SYF Synchrony Financial | $1.32M | $337,434 | $1.66M | 0.0% | $1.62M | Financial Services |
| PHYS Sprott Physical Gold Trust | $870,858 | $720,128 | $1.59M | 0.0% | $1.73M | — |
| GEHC GE HealthCare Technologies Inc. | $1.08M | $293,230 | $1.37M | 0.0% | $1.38M | 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 $573.83M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $967.23M | AAPL, CTSH, MCHP, MSFT, NXPI, PAYX |
| Communication Services | $480.46M | DIS, GOOG, GOOGL, NFLX |
| Financial Services | $447.53M | AXP, BRK-A, BRK-B, MA, SPGI, SYF, TRV |
| Consumer Defensive | $278.94M | COST, DG, DLTR, KO, PM |
| Industrials | $195.28M | ALK, BLDR, CMI, GE |
| Energy | $189.91M | CVX, DINO, EQNR, PSX, SHEL, VLO, XOM |
| Basic Materials | $126.59M | KGC, NEM, OLN |
| Healthcare | $96.47M | GEHC, JNJ, MRK |
| Consumer Cyclical | $95.48M | DECK, FIVE, SBUX |
| Other | $78.98M | GLDM, PHYS, SGOV |
| Utilities | $36.36M | 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 ($573.83M combined).
- Highest average portfolio weight in overlap: BRK-B (8.1% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($113.11M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Semper Augustus Investments Group increased between Q1 2001 and Q2 2001, with 46 shared holdings in the latest period ($2.99B combined reported value) versus 42 in the prior period ($2.38B).
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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