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 & Polen Capital Management Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Polen Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
64
Moderate overlap
Shared Holdings
107 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 209 for Polen Capital Management).
| Stock | Sequoia Financial Advisors value | Polen Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $338.04M | $1.05B | $1.39B | 4.5% | $1.43B | Technology |
| NVDA NVIDIA Corporation | $567.52M | $715.78M | $1.28B | 3.9% | $1.44B | Technology |
| GOOG Alphabet Inc. | $269.00M | $845.27M | $1.11B | 3.6% | $1.18B | Communication Services |
| AVGO Broadcom Inc. | $251.54M | $834.92M | $1.09B | 3.5% | $1.28B | Technology |
| AMZN Amazon.com, Inc. | $260.58M | $811.57M | $1.07B | 3.5% | $1.16B | Consumer Cyclical |
| LLY Eli Lilly and Company | $185.36M | $841.18M | $1.03B | 3.4% | $1.28B | Healthcare |
| V Visa Inc. | $95.19M | $739.21M | $834.40M | 2.8% | $968.76M | Financial Services |
| MA Mastercard Incorporated | $16.74M | $770.17M | $786.90M | 2.7% | $849.41M | Financial Services |
| NOW ServiceNow, Inc. | $3.60M | $760.02M | $763.62M | 2.6% | $721.66M | Technology |
| ORCL Oracle Corporation | $16.05M | $739.12M | $755.16M | 2.6% | $590.33M | Technology |
| SHOP Shopify Inc. | $2.47M | $748.11M | $750.58M | 2.6% | $719.85M | Technology |
| AAPL Apple Inc. | $572.48M | $1.03M | $573.51M | 1.4% | $660.21M | Technology |
| CSGP CoStar Group, Inc. | $1.55M | $507.09M | $508.64M | 1.8% | $349.21M | Real Estate |
| MSCI MSCI Inc. | $1.59M | $501.01M | $502.60M | 1.7% | $513.53M | Financial Services |
| ZTS Zoetis Inc. | $1.33M | $499.21M | $500.54M | 1.7% | $319.60M | Healthcare |
| SBUX Starbucks Corporation | $3.75M | $452.92M | $456.67M | 1.6% | $525.77M | Consumer Cyclical |
| AON Aon Plc | $5.85M | $437.06M | $442.91M | 1.5% | $496.14M | Financial Services |
| META Meta Platforms, Inc. | $154.91M | $272.71M | $427.63M | 1.3% | $447.39M | Communication Services |
| IDXX IDEXX Laboratories, Inc. | $2.23M | $390.97M | $393.20M | 1.4% | $381.05M | Healthcare |
| ABNB Airbnb, Inc. | $2.23M | $287.13M | $289.36M | 1.0% | $323.02M | Consumer Cyclical |
| ISRG Intuitive Surgical, Inc. | $4.46M | $279.74M | $284.20M | 1.0% | $208.59M | Healthcare |
| ACN Accenture plc | $7.18M | $268.63M | $275.81M | 0.9% | $207.61M | Technology |
| SNPS Synopsys, Inc. | $6.63M | $266.13M | $272.76M | 0.9% | $256.24M | Technology |
| LRCX Lam Research | $29.15M | $225.30M | $254.46M | 0.9% | $342.38M | — |
| ACWI iShares MSCI ACWI ETF | $179.99M | $42.40M | $222.39M | 0.6% | $224.21M | — |
| UBER Uber Technologies, Inc. | $4.43M | $209.89M | $214.32M | 0.7% | $196.46M | Technology |
| VUG Vanguard Growth ETF | $188.40M | $7.00M | $195.40M | 0.5% | $183.92M | — |
| IWF iShares Russell 1000 Growth ETF | $15.32M | $173.49M | $188.81M | 0.6% | $62.38M | — |
| GOOGL Alphabet Inc. | $168.86M | $8.11M | $176.96M | 0.5% | $160.09M | Communication Services |
| SPY SPDR S&P 500 | $119.75M | $2.44M | $122.20M | 0.3% | $121.27M | — |
| ROL Rollins, Inc. | $514,826 | $116.31M | $116.82M | 0.4% | $84.45M | Consumer Cyclical |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $59.04M | $90.36M | 0.3% | $96.93M | Technology |
| SGOV iShares 0-3 Month Treasury Bond | $74.39M | $1.13M | $75.52M | 0.2% | $75.50M | — |
| TSLA Tesla, Inc. | $60.98M | $2.74M | $63.72M | 0.2% | $47.69M | Consumer Cyclical |
| MELI MercadoLibre, Inc. | $2.39M | $59.57M | $61.96M | 0.2% | $64.60M | Consumer Cyclical |
| SPOT Spotify | $2.13M | $52.09M | $54.22M | 0.2% | $54.09M | — |
| BSX Boston Scientific Corporation | $2.11M | $36.38M | $38.49M | 0.1% | $27.84M | Healthcare |
| ABT Abbott Laboratories | $35.29M | $1.55M | $36.84M | 0.1% | $41.63M | Healthcare |
| ASML ASML | $11.16M | $21.23M | $32.39M | 0.1% | $38.10M | — |
| ACWX iShares MSCI ACWI ex U.S. ETF | $29.18M | $1.76M | $30.93M | 0.1% | $30.31M | — |
| CRM Salesforce, Inc. | $29.94M | $226,859 | $30.17M | 0.1% | $31.48M | Technology |
| NFLX Netflix, Inc. | $15.18M | $8.01M | $23.19M | 0.1% | $20.74M | Communication Services |
| G6683N103 Nu Holdings | $2.69M | $17.49M | $20.18M | 0.1% | — | — |
| BWXT BWX Technologies, Inc. | $11.87M | $7.80M | $19.67M | 0.1% | $17.30M | Industrials |
| BIL SPDR Bloomberg 1-3 Month T-Bill | $15.98M | $209,489 | $16.19M | 0.0% | $16.19M | — |
| VT Vanguard Total World Stock Inde | $13.25M | $912,950 | $14.16M | 0.0% | $14.04M | — |
| SAP SAP SE | $2.30M | $11.42M | $13.71M | 0.0% | $13.05M | Technology |
| CCJ Cameco Corporation | $10.88M | $2.20M | $13.08M | 0.0% | $11.16M | Energy |
| INTU Intuit Inc. | $2.99M | $8.58M | $11.57M | 0.0% | $9.28M | Technology |
| SNDK SanDisk | $10.98M | $287,809 | $11.27M | 0.0% | $7.59M | — |
| BE Bloom Energy Corporation | $1.86M | $9.11M | $10.97M | 0.0% | $13.57M | Industrials |
| CW Curtiss-Wright Corporation | $9.92M | $811,895 | $10.74M | 0.0% | $10.72M | Industrials |
| AGX Argan, Inc. | $412,061 | $9.79M | $10.21M | 0.0% | $10.52M | Industrials |
| POWL Powell Industries, Inc. | $501,417 | $9.46M | $9.96M | 0.0% | $4.47M | Industrials |
| FTAI FTAI Aviation | $9.12M | $431,690 | $9.55M | 0.0% | $7.66M | — |
| KTOS Kratos Defense & Security Solut | $7.02M | $2.06M | $9.09M | 0.0% | $8.06M | Industrials |
| BELFB Bel Fuse Inc. | $205,486 | $8.58M | $8.79M | 0.0% | $11.99M | Technology |
| DOCN DigitalOcean Holdings, Inc. | $474,859 | $8.25M | $8.73M | 0.0% | $12.26M | Technology |
| MDT Medtronic | $3.43M | $5.26M | $8.68M | 0.0% | $8.69M | — |
| CRS Carpenter Technology Corporatio | $2.24M | $4.90M | $7.14M | 0.0% | $9.70M | Industrials |
| WTW Willis Towers Watson | $687,462 | $5.63M | $6.32M | 0.0% | $6.49M | — |
| ADBE Adobe Inc. | $3.43M | $2.88M | $6.32M | 0.0% | $6.44M | Technology |
| IBN ICICI Bank Limited | $3.12M | $3.06M | $6.18M | 0.0% | $6.66M | Financial Services |
| IESC IES Holdings, Inc. | $318,843 | $5.70M | $6.01M | 0.0% | $7.76M | Industrials |
| SPHR Sphere Entertainment Co. | $207,463 | $5.67M | $5.88M | 0.0% | $6.74M | Communication Services |
| TME Tencent Music Entertainment Gro | $599,965 | $3.81M | $4.41M | 0.0% | $4.27M | Communication Services |
| PAYC Paycom Software, Inc. | $611,450 | $3.75M | $4.36M | 0.0% | $5.19M | Technology |
| VICR Vicor Corporation | $1.88M | $2.24M | $4.12M | 0.0% | $3.98M | Technology |
| CVNA Carvana Co. | $1.23M | $2.31M | $3.54M | 0.0% | $1.58M | Consumer Cyclical |
| GH Guardant Health, Inc. | $215,894 | $3.21M | $3.42M | 0.0% | $5.33M | Healthcare |
| SE Sea Limited | $633,394 | $2.72M | $3.36M | 0.0% | $3.95M | Consumer Cyclical |
| G87110105 TechnipFMC | $981,784 | $2.37M | $3.35M | 0.0% | — | — |
| ONON ON Holding | $223,076 | $3.00M | $3.22M | 0.0% | $3.38M | — |
| ROAD Construction Partners, Inc. | $242,410 | $2.93M | $3.17M | 0.0% | $2.93M | Industrials |
| SITM SiTime Corporation | $261,692 | $2.45M | $2.71M | 0.0% | $4.13M | Technology |
| LFUS Littelfuse, Inc. | $846,022 | $1.68M | $2.53M | 0.0% | $2.76M | Technology |
| G65163100 Joby Aviation | $89,406 | $2.43M | $2.52M | 0.0% | — | — |
| CELC Celcuity Inc. | $457,399 | $1.96M | $2.42M | 0.0% | $1.78M | Healthcare |
| FN Fabrinet | $1.38M | $1.01M | $2.39M | 0.0% | $2.09M | — |
| PLPC Preformed Line Products Company | $376,895 | $1.99M | $2.36M | 0.0% | $2.57M | Industrials |
| HDB HDFC Bank Limited | $1.70M | $595,289 | $2.30M | 0.0% | $2.09M | Financial Services |
| SOFI SoFi Technologies, Inc. | $516,582 | $1.64M | $2.16M | 0.0% | $2.18M | Financial Services |
| STRL Sterling Infrastructure, Inc. | $989,606 | $1.04M | $2.03M | 0.0% | $2.47M | Industrials |
| MLI Mueller Industries, Inc. | $1.53M | $306,805 | $1.84M | 0.0% | $971,815 | Industrials |
| TWLO Twilio Inc. | $1.48M | $340,721 | $1.82M | 0.0% | $1.89M | Technology |
| OUT Outfront Media | $354,464 | $1.36M | $1.72M | 0.0% | $1.99M | — |
| NUVL Nuvalent, Inc. | $331,598 | $1.31M | $1.64M | 0.0% | $1.91M | Healthcare |
| DLX Deluxe Corporation | $1.22M | $389,884 | $1.61M | 0.0% | $1.70M | Industrials |
| IONQ IonQ, Inc. | $393,805 | $1.21M | $1.61M | 0.0% | $1.63M | Technology |
| CAKE The Cheesecake Factory Incorpor | $232,177 | $1.36M | $1.59M | 0.0% | $2.35M | Consumer Cyclical |
| AFRM Affirm Holdings, Inc. | $1.35M | $218,241 | $1.57M | 0.0% | $1.49M | Technology |
| FLR Fluor Corporation | $546,847 | $980,163 | $1.53M | 0.0% | $1.64M | Industrials |
| VECO Veeco Instruments Inc. | $1.10M | $407,268 | $1.51M | 0.0% | $1.37M | Technology |
| NTRA Natera, Inc. | $1.16M | $253,787 | $1.41M | 0.0% | $1.45M | Healthcare |
| LTH Life Time Group Holdings, Inc. | $288,168 | $1.09M | $1.38M | 0.0% | $2.01M | Consumer Cyclical |
| LRN Stride, Inc. | $270,025 | $932,045 | $1.20M | 0.0% | $1.19M | Consumer Defensive |
| KTB Kontoor Brands, Inc. | $264,990 | $927,266 | $1.19M | 0.0% | $1.37M | Consumer Cyclical |
| FSLR First Solar, Inc. | $829,364 | $251,507 | $1.08M | 0.0% | $971,508 | Technology |
| MTSI MACOM Technology Solutions Hold | $788,508 | $236,060 | $1.02M | 0.0% | $837,281 | Technology |
| SMTC Semtech Corporation | $374,036 | $503,860 | $877,896 | 0.0% | $1.12M | Technology |
| AA Alcoa Corporation | $467,396 | $329,992 | $797,388 | 0.0% | $616,661 | Basic Materials |
| IT Gartner, Inc. | $507,674 | $245,280 | $752,954 | 0.0% | $767,973 | Technology |
| QXO QXO, Inc. | $544,267 | $207,639 | $751,906 | 0.0% | $576,724 | Technology |
| SN SharkNinja | $329,004 | $263,797 | $592,801 | 0.0% | $691,287 | — |
| AXSM Axsome Therapeutics, Inc. | $217,111 | $357,646 | $574,757 | 0.0% | $723,723 | Healthcare |
| TLN Talen Energy | $356,594 | $217,715 | $574,309 | 0.0% | $579,439 | — |
| SMR NuScale Power Corporation | $125,917 | $230,307 | $356,224 | 0.0% | $273,442 | Industrials |
Largest Shared Position
Microsoft Corporation (MSFT) represents the largest overlapping position between Sequoia Financial Advisors and Polen Capital Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $1.39B, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $7.56B | AAPL, ACN, ADBE, AFRM, AVGO, BELFB, CRM, DOCN, FSLR, INTU, IONQ, IT, LFUS, MSFT, MTSI, NOW, NVDA, ORCL, PAYC, QXO, SAP, SHOP, SITM, SMTC, SNPS, TSM, TWLO, UBER, VECO, VICR |
| Financial Services | $2.58B | AON, HDB, IBN, MA, MSCI, SOFI, V |
| Healthcare | $2.29B | ABT, AXSM, BSX, CELC, GH, IDXX, ISRG, LLY, NTRA, NUVL, ZTS |
| Consumer Cyclical | $2.07B | ABNB, AMZN, CAKE, CVNA, KTB, LTH, MELI, ROL, SBUX, SE, TSLA |
| Communication Services | $1.75B | GOOG, GOOGL, META, NFLX, SPHR, TME |
| Other | $1.28B | ACWI, ACWX, ASML, BIL, FN, FTAI, G65163100, G6683N103, G87110105, IWF, LRCX, MDT, ONON, OUT, SGOV, SN, SNDK, SPOT, SPY, TLN, VT, VUG, WTW |
| Real Estate | $508.64M | CSGP |
| Industrials | $96.68M | AGX, BE, BWXT, CRS, CW, DLX, FLR, IESC, KTOS, MLI, PLPC, POWL, ROAD, SMR, STRL |
| Energy | $13.08M | CCJ |
| Consumer Defensive | $1.20M | LRN |
| Basic Materials | $797,388 | AA |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Polen 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: MSFT ($1.39B combined).
- Highest average portfolio weight in overlap: MSFT (4.5% conviction score).
- Largest estimated mark-to-market gain since filing: LLY ($252.13M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 93 shared holdings ($17.56B 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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- Polen Capital Management portfolio
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