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 & Yacktman Asset Management Portfolio Overlap

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

Overlap Score

Limited overlap

Shared Holdings

63 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 72 for Yacktman Asset Management).

Stock	Sequoia Financial Advisors value	Yacktman Asset Management value	Combined value	Conviction	Est. current value	Sector
MSFT Microsoft Corporation	$338.04M	$376.48M	$714.52M	3.2%	$948.94M	Technology
BRK-B Berkshire Hathaway Inc. New	$123.72M	$581.22M	$704.94M	3.9%	$710.06M	Financial Services
GOOG Alphabet Inc.	$269.00M	$398.96M	$667.95M	3.2%	$649.44M	Communication Services
CNQ Canadian Natural Resources Limi	$2.01M	$650.27M	$652.28M	4.0%	$792.15M	Energy
SCHW Charles Schwab Corporation (The	$30.23M	$378.45M	$408.68M	2.4%	$492.04M	Financial Services
JNJ Johnson & Johnson	$51.62M	$320.00M	$371.62M	2.1%	$380.96M	Healthcare
UHAL-B U-Haul Holding Company Series N	$211,990	$357.58M	$357.79M	2.2%	$404.24M	Industrials
PG Procter & Gamble Company (The)	$49.75M	$287.93M	$337.68M	1.9%	$332.87M	Consumer Defensive
PEP Pepsico, Inc.	$15.70M	$280.66M	$296.36M	1.8%	$308.16M	Consumer Defensive
FOX Fox Corporation	$311,193	$264.64M	$264.95M	1.6%	$347.36M	Communication Services
RS Reliance, Inc.	$1.82M	$260.98M	$262.80M	1.6%	$300.04M	Basic Materials
KO Coca-Cola Company (The)	$23.05M	$172.91M	$195.96M	1.1%	$211.49M	Consumer Defensive
NWSA News Corporation	$1.29M	$187.59M	$188.88M	1.2%	$221.82M	Communication Services
FANG Diamondback Energy, Inc.	$1.35M	$178.26M	$179.61M	1.1%	$206.88M	Energy
COP ConocoPhillips	$6.56M	$166.96M	$173.52M	1.1%	$211.61M	Energy
EOG EOG Resources, Inc.	$3.40M	$161.32M	$164.72M	1.0%	$181.08M	Energy
GS Goldman Sachs Group, Inc. (The)	$155.27M	$5.26M	$160.53M	0.4%	$164.98M	Financial Services
STT State Street Corporation	$3.50M	$155.99M	$159.49M	1.0%	$180.31M	Financial Services
KVUE Kenvue Inc.	$1.24M	$153.85M	$155.10M	1.0%	$155.83M	Consumer Defensive
TSN Tyson Foods, Inc.	$1.41M	$147.65M	$149.06M	0.9%	$151.45M	Consumer Defensive
EBAY eBay Inc.	$3.65M	$141.11M	$144.77M	0.9%	$133.61M	Consumer Cyclical
DIS Walt Disney Company (The)	$10.64M	$132.44M	$143.08M	0.8%	$158.84M	Communication Services
INGR Ingredion Incorporated	$485,579	$139.36M	$139.84M	0.9%	$155.33M	Consumer Defensive
LHX L3Harris Technologies, Inc.	$19.35M	$120.16M	$139.52M	0.8%	$140.11M	Industrials
TLN Talen Energy	$356,594	$138.26M	$138.61M	0.9%	$130.85M	—
ELV Elevance Health, Inc.	$6.35M	$131.48M	$137.84M	0.8%	$142.68M	Healthcare
INTU Intuit Inc.	$2.99M	$128.22M	$131.21M	0.8%	$173.77M	Technology
CTSH Cognizant Technology Solutions	$3.83M	$122.02M	$125.85M	0.8%	$191.04M	Technology
SPY SPDR S&P 500	$119.75M	$2.66M	$122.41M	0.3%	$127.26M	—
AWI Armstrong World Industries Inc	$1.05M	$121.11M	$122.16M	0.8%	$138.74M	Industrials
LMT Lockheed Martin Corporation	$11.52M	$110.23M	$121.74M	0.7%	$145.45M	Industrials
BR Broadridge Financial Solutions,	$391,955	$120.31M	$120.71M	0.7%	$150.73M	Technology
SYY Sysco Corporation	$2.68M	$108.11M	$110.80M	0.7%	$110.02M	Consumer Defensive
NOC Northrop Grumman Corporation	$2.19M	$100.60M	$102.79M	0.6%	$118.24M	Industrials
PYPL PayPal Holdings, Inc.	$1.98M	$100.06M	$102.04M	0.6%	$145.71M	Financial Services
V Visa Inc.	$95.19M	$251,142	$95.44M	0.2%	$101.30M	Financial Services
UNH UnitedHealth Group Incorporated	$23.63M	$71.39M	$95.02M	0.5%	$91.84M	Healthcare
OLN Olin Corporation	$316,764	$83.43M	$83.75M	0.5%	$80.70M	Basic Materials
CL Colgate-Palmolive Company	$6.23M	$72.51M	$78.74M	0.5%	$78.97M	Consumer Defensive
DAR Darling Ingredients Inc.	$463,451	$77.40M	$77.86M	0.5%	$95.57M	Consumer Defensive
BRBR BellRing Brands, Inc.	$147,516	$68.10M	$68.25M	0.4%	$56.70M	Consumer Defensive
FOXA Fox Corporation	$1.84M	$61.81M	$63.66M	0.4%	$84.26M	Communication Services
FDS FactSet Research Systems Inc.	$882,174	$52.83M	$53.71M	0.3%	$66.18M	Financial Services
AVTR Avantor, Inc.	$225,120	$47.22M	$47.45M	0.3%	$65.47M	Healthcare
CMCSA Comcast Corporation	$13.19M	$28.74M	$41.92M	0.2%	$44.70M	Communication Services
BIL SPDR Bloomberg 1-3 Month T-Bill	$15.98M	$21.66M	$37.64M	0.2%	$37.60M	—
WFC Wells Fargo & Company	$24.94M	$8.66M	$33.60M	0.1%	$36.11M	Financial Services
MAS Masco Corporation	$9.11M	$23.28M	$32.39M	0.2%	$29.59M	Industrials
DVN Devon Energy Corporation	$3.69M	$21.11M	$24.80M	0.1%	$27.52M	Energy
MA Mastercard Incorporated	$16.74M	$5.99M	$22.73M	0.1%	$25.19M	Financial Services
PM Philip Morris International Inc	$18.63M	$904,550	$19.54M	0.1%	$20.56M	Consumer Defensive
BK The Bank of New York Mellon Cor	$9.18M	$9.31M	$18.49M	0.1%	$17.54M	Financial Services
VZ Verizon Communications Inc.	$14.33M	$846,800	$15.18M	0.0%	$17.38M	Communication Services
MO Altria Group, Inc.	$9.92M	$302,190	$10.22M	0.0%	$9.33M	Consumer Defensive
AON Aon Plc	$5.85M	$4.28M	$10.14M	0.0%	$10.87M	Financial Services
FICO Fair Isaac Corporation	$1.30M	$7.36M	$8.66M	0.0%	$7.87M	Technology
MCO Moody's Corporation	$2.74M	$5.62M	$8.36M	0.0%	$8.95M	Financial Services
MSCI MSCI Inc.	$1.59M	$6.10M	$7.69M	0.0%	$7.82M	Financial Services
NTRS Northern Trust Corporation	$3.88M	$1.65M	$5.53M	0.0%	$6.09M	Financial Services
CLX Clorox Company (The)	$529,699	$4.59M	$5.12M	0.0%	$5.67M	Consumer Defensive
CPRT Copart, Inc.	$804,743	$3.85M	$4.66M	0.0%	$5.22M	Industrials
VRSK Verisk Analytics, Inc.	$839,155	$3.80M	$4.64M	0.0%	$4.70M	Industrials
TDY Teledyne Technologies Incorpora	$1.45M	$1.80M	$3.25M	0.0%	$3.31M	Technology

Largest Shared Position

Microsoft Corporation (MSFT) represents the largest overlapping position between Sequoia Financial Advisors and Yacktman Asset 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 $714.52M, reflecting overlapping institutional exposure to Microsoft Corporation.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$1.79B	AON, BK, BRK-B, FDS, GS, MA, MCO, MSCI, NTRS, PYPL, SCHW, STT, V, WFC
Consumer Defensive	$1.64B	BRBR, CL, CLX, DAR, INGR, KO, KVUE, MO, PEP, PG, PM, SYY, TSN
Communication Services	$1.39B	CMCSA, DIS, FOX, FOXA, GOOG, NWSA, VZ
Energy	$1.19B	CNQ, COP, DVN, EOG, FANG
Technology	$1.10B	BR, CTSH, FICO, INTU, MSFT, TDY
Industrials	$885.69M	AWI, CPRT, LHX, LMT, MAS, NOC, UHAL-B, VRSK
Healthcare	$651.92M	AVTR, ELV, JNJ, UNH
Basic Materials	$346.55M	OLN, RS
Other	$298.67M	BIL, SPY, TLN
Consumer Cyclical	$144.77M	EBAY

Consensus Smart Money Signals

Shared holdings between Sequoia Financial Advisors and Yacktman Asset 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 ($714.52M combined).
Highest average portfolio weight in overlap: CNQ (4.0% conviction score).
Largest estimated mark-to-market gain since filing: MSFT ($234.42M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Sequoia Financial Advisors and Yacktman Asset Management was unchanged between Q1 2001 and Q2 2001, with 63 shared holdings in the latest period ($9.45B combined reported value) versus 63 in the prior period ($8.41B).

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