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.

Investor AInvestor B

Sequoia Financial Advisors & Akre Capital Management Portfolio Overlap

Shared 13F holdings between Sequoia Financial Advisors and Akre Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

16 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 18 for Akre Capital Management).

Stock	Sequoia Financial Advisors value	Akre Capital Management value	Combined value	Conviction	Est. current value	Sector
MA Mastercard Incorporated	$16.74M	$1.02B	$1.04B	10.1%	$1.15B	Financial Services
BN Brookfield Corporation	$50.50M	$516.19M	$566.68M	5.2%	$583.45M	Financial Services
MCO Moody's Corporation	$2.74M	$523.98M	$526.72M	5.1%	$563.98M	Financial Services
V Visa Inc.	$95.19M	$381.13M	$476.32M	4.0%	$505.56M	Financial Services
KKR KKR & Co. Inc.	$2.00M	$457.20M	$459.20M	4.5%	$570.42M	Financial Services
FICO Fair Isaac Corporation	$1.30M	$432.30M	$433.60M	4.2%	$394.05M	Technology
ROP Roper Technologies, Inc.	$3.48M	$398.14M	$401.62M	3.9%	$473.96M	Technology
CSGP CoStar Group, Inc.	$1.55M	$331.33M	$332.88M	3.3%	$380.60M	Real Estate
CPRT Copart, Inc.	$804,743	$225.12M	$225.92M	2.2%	$253.33M	Industrials
ORLY O'Reilly Automotive, Inc.	$3.86M	$199.08M	$202.94M	2.0%	$200.65M	Consumer Cyclical
ABNB Airbnb, Inc.	$2.23M	$169.39M	$171.62M	1.7%	$220.75M	Consumer Cyclical
CCCS CCC Intelligent Solutions Holdi	$123,918	$154.07M	$154.20M	1.5%	—	Technology
CRM Salesforce, Inc.	$29.94M	$112.45M	$142.39M	1.2%	$178.34M	Technology
BRK-B Berkshire Hathaway Inc. New	$123.72M	$4.10M	$127.81M	0.4%	$128.74M	Financial Services
NOW ServiceNow, Inc.	$3.60M	$123.71M	$127.32M	1.2%	$159.02M	Technology
AMT American Tower Corporation (REI	$2.02M	$4.79M	$6.80M	0.1%	$7.30M	Real Estate

Largest Shared Position

Mastercard Incorporated (MA) represents the largest overlapping position between Sequoia Financial Advisors and Akre Capital Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of MA positions reported by both investment firms is approximately $1.04B, reflecting overlapping institutional exposure to Mastercard Incorporated.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$3.20B	BN, BRK-B, KKR, MA, MCO, V
Technology	$1.26B	CCCS, CRM, FICO, NOW, ROP
Consumer Cyclical	$374.57M	ABNB, ORLY
Real Estate	$339.68M	AMT, CSGP
Industrials	$225.92M	CPRT

Consensus Smart Money Signals

Shared holdings between Sequoia Financial Advisors and Akre Capital Management 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: MA ($1.04B combined).
Highest average portfolio weight in overlap: MA (10.1% conviction score).
Largest estimated mark-to-market gain since filing: MA ($112.63M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Sequoia Financial Advisors and Akre Capital Management was unchanged between Q1 2001 and Q2 2001, with 16 shared holdings in the latest period ($5.39B combined reported value) versus 16 in the prior period ($6.43B).

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