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 & 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 March 31, 2026).
Overlap Score
29
Limited overlap
Shared Holdings
63 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 74 for Yacktman Asset Management).
| Stock | Sequoia Financial Advisors value | Yacktman Asset Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| CNQ Canadian Natural Resources Limi | $2.43M | $806.07M | $808.50M | 5.4% | $796.06M | Energy |
| MSFT Microsoft Corporation | $308.27M | $367.55M | $675.82M | 3.3% | $770.30M | Technology |
| GOOG Alphabet Inc. | $216.08M | $323.16M | $539.24M | 2.8% | $739.36M | Communication Services |
| SCHW Charles Schwab Corporation (The | $32.24M | $366.98M | $399.21M | 2.5% | $386.05M | Financial Services |
| JNJ Johnson & Johnson | $47.53M | $305.41M | $352.94M | 2.2% | $327.34M | Healthcare |
| PEP Pepsico, Inc. | $18.69M | $314.92M | $333.61M | 2.2% | $320.36M | Consumer Defensive |
| PG Procter & Gamble Company (The) | $48.53M | $278.93M | $327.47M | 2.0% | $320.96M | Consumer Defensive |
| FOX Fox Corporation | $339,296 | $295.58M | $295.92M | 2.0% | $322.50M | Communication Services |
| BRK-B Berkshire Hathaway Inc. New | $121.01M | $150.94M | $271.95M | 1.3% | — | Financial Services |
| COP ConocoPhillips | $8.28M | $208.76M | $217.04M | 1.4% | $201.27M | Energy |
| RS Reliance, Inc. | $1.41M | $210.65M | $212.06M | 1.4% | $252.40M | Basic Materials |
| FANG Diamondback Energy, Inc. | $1.47M | $198.58M | $200.04M | 1.3% | $205.88M | Energy |
| CTSH Cognizant Technology Solutions | $3.59M | $184.55M | $188.14M | 1.2% | $144.53M | Technology |
| NWSA News Corporation | $1.09M | $184.20M | $185.29M | 1.2% | $192.65M | Communication Services |
| KO Coca-Cola Company (The) | $20.86M | $159.61M | $180.47M | 1.1% | $191.79M | Consumer Defensive |
| EOG EOG Resources, Inc. | $3.30M | $176.64M | $179.94M | 1.2% | $174.58M | Energy |
| INGR Ingredion Incorporated | $1.61M | $162.26M | $163.87M | 1.1% | $149.26M | Consumer Defensive |
| TSN Tyson Foods, Inc. | $1.82M | $161.13M | $162.94M | 1.1% | $167.32M | Consumer Defensive |
| LHX L3Harris Technologies, Inc. | $20.78M | $140.78M | $161.55M | 1.0% | $142.01M | Industrials |
| EBAY eBay Inc. | $2.94M | $139.19M | $142.13M | 0.9% | $181.34M | Consumer Cyclical |
| LMT Lockheed Martin Corporation | $12.78M | $129.11M | $141.89M | 0.9% | $121.14M | Industrials |
| DIS Walt Disney Company (The) | $11.37M | $129.88M | $141.24M | 0.9% | $150.54M | Communication Services |
| KVUE Kenvue Inc. | $1.25M | $136.76M | $138.00M | 0.9% | $136.96M | Consumer Defensive |
| NOC Northrop Grumman Corporation | $3.01M | $132.47M | $135.49M | 0.9% | $107.38M | Industrials |
| GS Goldman Sachs Group, Inc. (The) | $124.41M | $4.31M | $128.72M | 0.4% | $144.31M | Financial Services |
| AWI Armstrong World Industries Inc | $1.16M | $122.27M | $123.43M | 0.8% | $116.22M | Industrials |
| OLN Olin Corporation | $570,876 | $121.66M | $122.23M | 0.8% | $110.10M | Basic Materials |
| STT State Street Corporation | $2.46M | $115.07M | $117.52M | 0.8% | $141.94M | Financial Services |
| TLN Talen Energy | $306,461 | $114.89M | $115.20M | 0.8% | $120.61M | — |
| PYPL PayPal Holdings, Inc. | $2.35M | $103.61M | $105.95M | 0.7% | $104.03M | Financial Services |
| SPY SPDR S&P 500 | $103.02M | $2.45M | $105.48M | 0.3% | $119.88M | — |
| ELV Elevance Health, Inc. | $1.94M | $97.87M | $99.81M | 0.7% | $133.88M | Healthcare |
| SYY Sysco Corporation | $2.12M | $88.08M | $90.21M | 0.6% | $91.78M | Consumer Defensive |
| DAR Darling Ingredients Inc. | $484,533 | $86.82M | $87.30M | 0.6% | $88.04M | Consumer Defensive |
| V Visa Inc. | $80.33M | $221,240 | $80.55M | 0.2% | $86.82M | Financial Services |
| CL Colgate-Palmolive Company | $5.52M | $67.28M | $72.80M | 0.5% | $75.28M | Consumer Defensive |
| FOXA Fox Corporation | $2.04M | $69.40M | $71.44M | 0.5% | $79.33M | Communication Services |
| UNH UnitedHealth Group Incorporated | $14.64M | $45.58M | $60.22M | 0.3% | $87.66M | Healthcare |
| CMCSA Comcast Corporation | $17.16M | $33.52M | $50.68M | 0.3% | $43.71M | Communication Services |
| BK The Bank of New York Mellon Cor | $7.72M | $42.43M | $50.16M | 0.3% | $57.09M | Financial Services |
| FDS FactSet Research Systems Inc. | $642,094 | $49.01M | $49.65M | 0.3% | $48.65M | Financial Services |
| AVTR Avantor, Inc. | $89,073 | $37.20M | $37.29M | 0.2% | $36.24M | Healthcare |
| CSCO Cisco Systems, Inc. | $15.53M | $16.34M | $31.86M | 0.2% | $48.55M | Technology |
| WFC Wells Fargo & Company | $23.80M | $8.00M | $31.79M | 0.1% | $29.32M | Financial Services |
| DVN Devon Energy Corporation | $3.42M | $23.09M | $26.51M | 0.2% | $26.07M | Energy |
| BIL SPDR Bloomberg 1-3 Month T-Bill | $3.95M | $19.44M | $23.39M | 0.1% | $23.36M | — |
| MA Mastercard Incorporated | $16.59M | $5.83M | $22.43M | 0.1% | $22.18M | Financial Services |
| MAS Masco Corporation | $5.93M | $14.77M | $20.70M | 0.1% | $22.34M | Industrials |
| PM Philip Morris International Inc | $17.31M | $975,506 | $18.29M | 0.1% | $20.97M | Consumer Defensive |
| VZ Verizon Communications Inc. | $16.92M | $1.00M | $17.92M | 0.1% | $16.56M | Communication Services |
| UHAL U-Haul Holding Company | $234,935 | $15.55M | $15.78M | 0.1% | $16.08M | Industrials |
| INTU Intuit Inc. | $9.63M | $3.19M | $12.82M | 0.0% | $11.65M | Technology |
| AON Aon Plc | $5.13M | $4.17M | $9.30M | 0.0% | $9.14M | Financial Services |
| MO Altria Group, Inc. | $8.60M | $277,158 | $8.88M | 0.0% | $9.83M | Consumer Defensive |
| MCO Moody's Corporation | $2.37M | $5.41M | $7.79M | 0.0% | $7.66M | Financial Services |
| FICO Fair Isaac Corporation | $1.01M | $6.57M | $7.58M | 0.0% | $7.80M | Technology |
| MSCI MSCI Inc. | $1.47M | $5.88M | $7.34M | 0.0% | $7.65M | Financial Services |
| MMC Marsh & McLennan Companies, Inc | $3.31M | $3.36M | $6.67M | 0.0% | — | Financial Services |
| CLX Clorox Company (The) | $666,672 | $4.98M | $5.65M | 0.0% | $4.93M | Consumer Defensive |
| CPRT Copart, Inc. | $935,513 | $3.66M | $4.60M | 0.0% | $4.47M | Industrials |
| NTRS Northern Trust Corporation | $2.96M | $1.33M | $4.28M | 0.0% | $5.03M | Financial Services |
| VRSK Verisk Analytics, Inc. | $708,322 | $2.80M | $3.51M | 0.0% | $3.01M | Industrials |
| TDY Teledyne Technologies Incorpora | $1.31M | $1.51M | $2.82M | 0.0% | $2.88M | Technology |
Largest Shared Position
Canadian Natural Resources Limi (CNQ) 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 March 31, 2026. The combined disclosed value of CNQ positions reported by both investment firms is approximately $808.50M, reflecting overlapping institutional exposure to Canadian Natural Resources Limi.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Consumer Defensive | $1.59B | CL, CLX, DAR, INGR, KO, KVUE, MO, PEP, PG, PM, SYY, TSN |
| Energy | $1.43B | CNQ, COP, DVN, EOG, FANG |
| Communication Services | $1.30B | CMCSA, DIS, FOX, FOXA, GOOG, NWSA, VZ |
| Financial Services | $1.29B | AON, BK, BRK-B, FDS, GS, MA, MCO, MMC, MSCI, NTRS, PYPL, SCHW, STT, V, WFC |
| Technology | $919.05M | CSCO, CTSH, FICO, INTU, MSFT, TDY |
| Industrials | $606.95M | AWI, CPRT, LHX, LMT, MAS, NOC, UHAL, VRSK |
| Healthcare | $550.26M | AVTR, ELV, JNJ, UNH |
| Basic Materials | $334.30M | OLN, RS |
| Other | $244.06M | BIL, SPY, TLN |
| Consumer Cyclical | $142.13M | 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: CNQ ($808.50M combined).
- Highest average portfolio weight in overlap: CNQ (5.4% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($200.12M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 63 shared holdings ($8.41B 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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