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 & Matrix Advisors Value Fund Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Matrix Advisors Value Fund based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
42
Limited overlap
Shared Holdings
101 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 106 for Matrix Advisors Value Fund).
| Stock | Sequoia Financial Advisors value | Matrix Advisors Value Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| VTI Vanguard Total Stock Market ETF | $1.42B | $1.14M | $1.42B | 3.6% | $1.45B | — |
| AAPL Apple Inc. | $572.48M | $44.03M | $616.52M | 3.2% | $659.11M | Technology |
| NVDA NVIDIA Corporation | $567.52M | $1.22M | $568.74M | 1.5% | $610.32M | Technology |
| VONG Vanguard Russell 1000 Growth ET | $438.00M | $1.49M | $439.49M | 1.2% | $433.23M | — |
| MSFT Microsoft Corporation | $338.04M | $64.49M | $402.52M | 3.5% | $521.46M | Technology |
| GOOG Alphabet Inc. | $269.00M | $47.99M | $316.99M | 2.6% | $306.60M | Communication Services |
| AMZN Amazon.com, Inc. | $260.58M | $31.89M | $292.48M | 2.0% | $317.38M | Consumer Cyclical |
| AVGO Broadcom Inc. | $251.54M | $422,325 | $251.96M | 0.7% | $245.76M | Technology |
| VUG Vanguard Growth ETF | $188.40M | $1.60M | $190.00M | 0.5% | $193.00M | — |
| LLY Eli Lilly and Company | $185.36M | $372,488 | $185.74M | 0.5% | $194.40M | Healthcare |
| VTV Vanguard Value ETF | $177.71M | $7.37M | $185.07M | 0.7% | $192.27M | — |
| GS Goldman Sachs Group, Inc. (The) | $155.27M | $22.44M | $177.70M | 1.3% | $182.61M | Financial Services |
| META Meta Platforms, Inc. | $154.91M | $21.22M | $176.13M | 1.3% | $171.94M | Communication Services |
| JPM JP Morgan Chase & Co. | $127.95M | $43.50M | $171.45M | 2.1% | $184.15M | Financial Services |
| GOOGL Alphabet Inc. | $168.86M | $1.40M | $170.25M | 0.5% | $164.27M | Communication Services |
| GLD SPDR Gold Trust | $168.07M | $367,643 | $168.44M | 0.4% | $193.58M | — |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $5.83M | $129.55M | 0.5% | $128.36M | Financial Services |
| IJR iShares Core S&P Small-Cap ETF | $108.81M | $10.30M | $119.11M | 0.7% | $118.31M | — |
| HD Home Depot, Inc. (The) | $81.01M | $22.76M | $103.78M | 1.1% | $98.75M | Consumer Cyclical |
| MS Morgan Stanley | $58.54M | $43.49M | $102.03M | 1.9% | $104.55M | Financial Services |
| XOM Exxon Mobil Corporation | $100.00M | $512,595 | $100.51M | 0.3% | $121.39M | Energy |
| AMGN Amgen Inc. | $62.66M | $37.23M | $99.89M | 1.7% | $121.19M | Healthcare |
| WMT Walmart Inc. | $95.99M | $361,419 | $96.35M | 0.3% | $88.22M | Consumer Defensive |
| V Visa Inc. | $95.19M | $384,142 | $95.58M | 0.3% | $103.36M | Financial Services |
| COST Costco Wholesale Corporation | $88.71M | $515,137 | $89.23M | 0.2% | $90.40M | Consumer Defensive |
| VIG Vanguard Div Appreciation ETF | $87.88M | $752,475 | $88.63M | 0.3% | $91.37M | — |
| VEA Vanguard FTSE Developed Markets | $68.39M | $20.01M | $88.40M | 1.0% | $91.10M | — |
| QQQ Invesco QQQ Trust, Series 1 | $78.43M | $1.10M | $79.53M | 0.2% | $77.05M | — |
| ETN Eaton | $74.63M | $367,315 | $75.00M | 0.2% | $73.78M | — |
| IVV iShares Core S&P 500 ETF | $72.31M | $2.50M | $74.81M | 0.3% | $76.85M | — |
| AMAT Applied Materials, Inc. | $39.71M | $34.74M | $74.44M | 1.5% | $50.69M | Technology |
| QCOM QUALCOMM Incorporated | $28.36M | $45.07M | $73.43M | 1.9% | $63.88M | Technology |
| PG Procter & Gamble Company (The) | $49.75M | $21.48M | $71.24M | 1.0% | $70.29M | Consumer Defensive |
| VOO Vanguard S&P 500 ETF | $45.72M | $21.72M | $67.44M | 1.0% | $69.10M | — |
| BAC Bank of America Corporation | $60.68M | $3.02M | $63.70M | 0.3% | $68.97M | Financial Services |
| IBM International Business Machines | $62.18M | $212,450 | $62.39M | 0.2% | $52.29M | Technology |
| TSLA Tesla, Inc. | $60.98M | $207,978 | $61.19M | 0.2% | $52.79M | Consumer Cyclical |
| PNC PNC Financial Services Group, I | $6.09M | $46.50M | $52.59M | 1.9% | $51.93M | Financial Services |
| USB U.S. Bancorp | $9.84M | $42.38M | $52.22M | 1.7% | $53.65M | Financial Services |
| JNJ Johnson & Johnson | $51.62M | $411,939 | $52.04M | 0.1% | $55.37M | Healthcare |
| PEP Pepsico, Inc. | $15.70M | $36.29M | $52.00M | 1.5% | $55.10M | Consumer Defensive |
| IJH iShares Core S&P Mid-Cap ETF | $48.63M | $421,946 | $49.05M | 0.1% | $48.83M | — |
| TXN Texas Instruments Incorporated | $17.22M | $29.32M | $46.54M | 1.2% | $41.27M | Technology |
| WFC Wells Fargo & Company | $24.94M | $18.02M | $42.95M | 0.8% | $43.58M | Financial Services |
| MCD McDonald's Corporation | $38.96M | $3.33M | $42.29M | 0.2% | $42.39M | Consumer Cyclical |
| ABT Abbott Laboratories | $35.29M | $4.29M | $39.58M | 0.3% | $50.87M | Healthcare |
| AEP American Electric Power Company | $18.12M | $21.14M | $39.26M | 0.9% | $34.70M | Utilities |
| MRK Merck & Company, Inc. | $37.54M | $214,724 | $37.75M | 0.1% | $44.82M | Healthcare |
| CMCSA Comcast Corporation | $13.19M | $24.33M | $37.52M | 1.0% | $41.04M | Communication Services |
| MDT Medtronic | $3.43M | $33.93M | $37.35M | 1.4% | $44.57M | — |
| BK The Bank of New York Mellon Cor | $9.18M | $25.28M | $34.47M | 1.1% | $32.69M | Financial Services |
| NEE NextEra Energy, Inc. | $12.91M | $20.84M | $33.76M | 0.9% | $32.17M | Utilities |
| ABBV AbbVie Inc. | $23.88M | $9.83M | $33.71M | 0.5% | $35.49M | Healthcare |
| GNRC Generac Holdlings Inc. | $1.88M | $31.34M | $33.22M | 1.3% | $23.37M | Industrials |
| IWB iShares Russell 1000 ETF | $30.43M | $285,802 | $30.71M | 0.1% | $31.48M | — |
| RSP Invesco S&P 500 Equal Weight ET | $30.25M | $244,686 | $30.49M | 0.1% | $31.77M | — |
| TSN Tyson Foods, Inc. | $1.41M | $28.34M | $29.75M | 1.2% | $30.39M | Consumer Defensive |
| PLTR Palantir Technologies Inc. | $28.39M | $240,690 | $28.63M | 0.1% | $44.15M | Technology |
| IWF iShares Russell 1000 Growth ETF | $15.32M | $13.22M | $28.55M | 0.6% | $28.14M | — |
| LMT Lockheed Martin Corporation | $11.52M | $17.02M | $28.54M | 0.7% | $31.57M | Industrials |
| LOW Lowe's Companies, Inc. | $10.47M | $17.57M | $28.04M | 0.7% | $27.48M | Consumer Cyclical |
| SBUX Starbucks Corporation | $3.75M | $22.52M | $26.27M | 0.9% | $27.53M | Consumer Cyclical |
| VYM Vanguard High Dividend Yield ET | $7.91M | $17.51M | $25.42M | 0.7% | $26.53M | — |
| AXP American Express Company | $20.53M | $959,279 | $21.49M | 0.1% | $21.34M | Financial Services |
| TMO Thermo Fisher Scientific Inc | $7.43M | $13.87M | $21.30M | 0.6% | $26.73M | Healthcare |
| MTB M&T Bank Corporation | $2.20M | $18.75M | $20.95M | 0.8% | $21.16M | Financial Services |
| XLK SPDR Select Sector Fund - Techn | $20.49M | $441,258 | $20.93M | 0.1% | $20.14M | — |
| TGT Target Corporation | $5.46M | $14.92M | $20.38M | 0.6% | $25.81M | Consumer Defensive |
| VWO Vanguard FTSE Emerging Markets | $16.20M | $2.72M | $18.92M | 0.2% | $19.16M | — |
| TEL TE Connectivity | $2.37M | $15.31M | $17.68M | 0.6% | $17.85M | — |
| IWM iShares Russell 2000 ETF | $14.27M | $3.03M | $17.30M | 0.2% | $17.28M | — |
| ADP Automatic Data Processing, Inc. | $2.95M | $12.54M | $15.49M | 0.5% | $19.42M | Technology |
| PYPL PayPal Holdings, Inc. | $1.98M | $11.34M | $13.32M | 0.5% | $18.99M | Financial Services |
| SCHD Schwab US Dividend Equity ETF | $11.34M | $207,173 | $11.55M | 0.0% | $12.79M | — |
| IWR iShares Russell Mid-Cap ETF | $4.73M | $6.52M | $11.25M | 0.3% | $11.57M | — |
| STZ Constellation Brands, Inc. | $677,331 | $10.33M | $11.01M | 0.4% | $10.74M | Consumer Defensive |
| NKE Nike, Inc. | $1.76M | $9.18M | $10.94M | 0.4% | $10.86M | Consumer Cyclical |
| IEMG iShares Core MSCI Emerging Mark | $9.76M | $330,406 | $10.09M | 0.0% | $9.94M | — |
| EFA iShares MSCI EAFE ETF | $8.54M | $1.55M | $10.08M | 0.1% | $10.51M | — |
| APH Amphenol Corporation | $8.58M | $538,834 | $9.12M | 0.0% | $8.12M | Technology |
| ACN Accenture plc | $7.18M | $1.53M | $8.71M | 0.1% | $12.96M | Technology |
| VB Vanguard Small-Cap ETF | $8.06M | $348,282 | $8.41M | 0.0% | $8.45M | — |
| IWD iShares Russell 1000 Value ETF | $6.53M | $1.52M | $8.05M | 0.1% | $8.54M | — |
| VO Vanguard Mid-Cap ETF | $4.46M | $3.02M | $7.48M | 0.1% | $7.70M | — |
| CL Colgate-Palmolive Company | $6.23M | $218,473 | $6.45M | 0.0% | $6.41M | Consumer Defensive |
| CVS CVS Health Corporation | $5.77M | $638,804 | $6.41M | 0.0% | $5.76M | Healthcare |
| AON Aon Plc | $5.85M | $214,935 | $6.07M | 0.0% | $6.50M | Financial Services |
| MPC Marathon Petroleum Corporation | $5.83M | $218,342 | $6.04M | 0.0% | $8.53M | Energy |
| COF Capital One Financial Corporati | $5.17M | $637,570 | $5.81M | 0.0% | $6.31M | Financial Services |
| INTU Intuit Inc. | $2.99M | $2.81M | $5.80M | 0.1% | $8.16M | Technology |
| MDY SPDR S&P MidCap 400 ETF Trust | $1.00M | $4.17M | $5.17M | 0.2% | $5.14M | — |
| DHR Danaher Corporation | $4.47M | $320,197 | $4.79M | 0.0% | $5.50M | Healthcare |
| SPYG SPDR Series Trust SPDR Portfoli | $4.06M | $362,563 | $4.42M | 0.0% | $4.47M | — |
| SDY SPDR S&P Dividend ETF | $3.30M | $575,980 | $3.87M | 0.0% | $4.03M | — |
| AFL AFLAC Incorporated | $3.08M | $734,451 | $3.81M | 0.0% | $3.77M | Financial Services |
| IWN iShares Russell 2000 Value ETF | $3.16M | $390,418 | $3.55M | 0.0% | $3.61M | — |
| NUE Nucor Corporation | $2.60M | $304,722 | $2.91M | 0.0% | $3.18M | Basic Materials |
| ESGD iShares ESG Aware MSCI EAFE ETF | $1.32M | $666,312 | $1.99M | 0.0% | $2.08M | — |
| QQQM Invesco NASDAQ 100 ETF | $1.62M | $231,166 | $1.85M | 0.0% | $1.79M | — |
| ASTS AST SpaceMobile, Inc. | $471,764 | $478,067 | $949,831 | 0.0% | $733,800 | Technology |
| EMXC iShares MSCI Emerging Markets e | $656,611 | $234,472 | $891,083 | 0.0% | $851,838 | — |
Largest Shared Position
Vanguard Total Stock Market ETF (VTI) represents the largest overlapping position between Sequoia Financial Advisors and Matrix Advisors Value Fund based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of VTI positions reported by both investment firms is approximately $1.42B, reflecting overlapping institutional exposure to Vanguard Total Stock Market ETF.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Other | $3.36B | EFA, EMXC, ESGD, ETN, GLD, IEMG, IJH, IJR, IVV, IWB, IWD, IWF, IWM, IWN, IWR, MDT, MDY, QQQ, QQQM, RSP, SCHD, SDY, SPYG, TEL, VB, VEA, VIG, VO, VONG, VOO, VTI, VTV, VUG, VWO, VYM, XLK |
| Technology | $2.17B | AAPL, ACN, ADP, AMAT, APH, ASTS, AVGO, IBM, INTU, MSFT, NVDA, PLTR, QCOM, TXN |
| Financial Services | $993.67M | AFL, AON, AXP, BAC, BK, BRK-B, COF, GS, JPM, MS, MTB, PNC, PYPL, USB, V, WFC |
| Communication Services | $700.89M | CMCSA, GOOG, GOOGL, META |
| Consumer Cyclical | $564.99M | AMZN, HD, LOW, MCD, NKE, SBUX, TSLA |
| Healthcare | $481.19M | ABBV, ABT, AMGN, CVS, DHR, JNJ, LLY, MRK, TMO |
| Consumer Defensive | $376.40M | CL, COST, PEP, PG, STZ, TGT, TSN, WMT |
| Energy | $106.56M | MPC, XOM |
| Utilities | $73.01M | AEP, NEE |
| Industrials | $61.76M | GNRC, LMT |
| Basic Materials | $2.91M | NUE |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Matrix Advisors Value Fund 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: VTI ($1.42B combined).
- Highest average portfolio weight in overlap: VTI (3.6% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($118.94M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Matrix Advisors Value Fund increased between Q1 2001 and Q2 2001, with 101 shared holdings in the latest period ($8.89B combined reported value) versus 97 in the prior period ($7.64B).
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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