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 & Jensen Investment Management Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Jensen Investment Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
32
Limited overlap
Shared Holdings
80 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 82 for Jensen Investment Management).
| Stock | Sequoia Financial Advisors value | Jensen Investment Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $492.48M | $405.03M | $897.51M | 5.4% | $1.04B | Technology |
| NVDA NVIDIA Corporation | $467.38M | $284.62M | $752.00M | 4.1% | $851.95M | Technology |
| MSFT Microsoft Corporation | $308.27M | $433.47M | $741.75M | 5.2% | $770.02M | Technology |
| GOOGL Alphabet Inc. | $136.18M | $416.68M | $552.86M | 4.5% | $694.46M | Communication Services |
| AMZN Amazon.com, Inc. | $233.00M | $253.97M | $486.97M | 3.2% | $565.13M | Consumer Cyclical |
| META Meta Platforms, Inc. | $150.96M | $195.18M | $346.14M | 2.4% | $370.81M | Communication Services |
| LLY Eli Lilly and Company | $131.81M | $212.16M | $343.97M | 2.5% | $445.68M | Healthcare |
| AVGO Broadcom Inc. | $198.14M | $137.93M | $336.07M | 1.9% | $401.03M | Technology |
| MA Mastercard Incorporated | $16.59M | $245.30M | $261.89M | 2.5% | $273.83M | Financial Services |
| KLAC KLA Corporation | $7.67M | $243.88M | $251.54M | 2.4% | $45.48M | Technology |
| SHW Sherwin-Williams Company (The) | $44.52M | $200.76M | $245.28M | 2.1% | $264.79M | Basic Materials |
| SYK Stryker Corporation | $4.77M | $228.82M | $233.58M | 2.3% | $222.78M | Healthcare |
| MMC Marsh & McLennan Companies, Inc | $3.31M | $199.68M | $202.98M | 2.0% | — | Financial Services |
| WM Waste Management, Inc. | $49.77M | $149.67M | $199.44M | 1.6% | $194.48M | Industrials |
| PG Procter & Gamble Company (The) | $48.53M | $144.07M | $192.60M | 1.6% | $196.59M | Consumer Defensive |
| ABT Abbott Laboratories | $37.28M | $152.57M | $189.85M | 1.6% | $170.45M | Healthcare |
| CDNS Cadence Design Systems, Inc. | $2.95M | $140.56M | $143.51M | 1.4% | $195.09M | Technology |
| EFX Equifax, Inc. | $764,590 | $141.01M | $141.78M | 1.4% | $127.68M | Industrials |
| BR Broadridge Financial Solutions, | $723,048 | $139.05M | $139.77M | 1.4% | $121.23M | Technology |
| MCD McDonald's Corporation | $44.65M | $85.86M | $130.51M | 1.0% | $113.14M | Consumer Cyclical |
| RTX RTX Corporation | $120.44M | $3.40M | $123.83M | 0.4% | $123.11M | Industrials |
| VEEV Veeva Systems Inc. | $4.58M | $99.51M | $104.09M | 1.0% | $109.16M | Healthcare |
| VRSK Verisk Analytics, Inc. | $708,322 | $91.36M | $92.07M | 0.9% | $89.15M | Industrials |
| MSI Motorola Solutions, Inc. | $3.70M | $73.55M | $77.26M | 0.7% | $74.58M | Technology |
| HD Home Depot, Inc. (The) | $72.04M | $480,837 | $72.53M | 0.2% | $77.37M | Consumer Cyclical |
| INTU Intuit Inc. | $9.63M | $44.77M | $54.40M | 0.5% | $33.60M | Technology |
| CPRT Copart, Inc. | $935,513 | $53.23M | $54.17M | 0.5% | $46.97M | Industrials |
| JNJ Johnson & Johnson | $47.53M | $2.39M | $49.92M | 0.2% | $51.87M | Healthcare |
| ACN Accenture plc | $32.49M | $11.57M | $44.05M | 0.2% | $29.13M | Technology |
| TJX TJX Companies, Inc. (The) | $36.18M | $3.70M | $39.88M | 0.1% | $37.79M | Consumer Cyclical |
| LH Labcorp Holdings Inc. | $32.19M | $4.93M | $37.12M | 0.1% | $39.49M | Healthcare |
| ORCL Oracle Corporation | $17.02M | $17.77M | $34.79M | 0.2% | $33.70M | Technology |
| APH Amphenol Corporation | $5.84M | $28.47M | $34.32M | 0.3% | $46.78M | Technology |
| PEP Pepsico, Inc. | $18.69M | $12.63M | $31.32M | 0.2% | $28.47M | Consumer Defensive |
| KO Coca-Cola Company (The) | $20.86M | $8.49M | $29.35M | 0.1% | $31.37M | Consumer Defensive |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $5.55M | $27.91M | 0.1% | $36.69M | Technology |
| ADP Automatic Data Processing, Inc. | $2.46M | $21.31M | $23.77M | 0.2% | $27.58M | Technology |
| ABBV AbbVie Inc. | $19.68M | $2.42M | $22.10M | 0.1% | $25.51M | Healthcare |
| ECL Ecolab Inc. | $2.75M | $15.66M | $18.41M | 0.2% | $19.26M | Basic Materials |
| WAT Waters Corporation | $5.72M | $11.54M | $17.27M | 0.1% | $21.92M | Healthcare |
| KEYS Keysight Technologies Inc. | $11.23M | $4.79M | $16.02M | 0.1% | $19.03M | Technology |
| MMM 3M Company | $11.65M | $4.01M | $15.67M | 0.1% | $17.25M | Industrials |
| CL Colgate-Palmolive Company | $5.52M | $10.11M | $15.63M | 0.1% | $17.01M | Consumer Defensive |
| UNH UnitedHealth Group Incorporated | $14.64M | $403,450 | $15.04M | 0.0% | $23.71M | Healthcare |
| EMR Emerson Electric Company | $4.02M | $9.76M | $13.78M | 0.1% | $14.67M | Industrials |
| AON Aon Plc | $5.13M | $8.25M | $13.39M | 0.1% | $14.25M | Financial Services |
| ADBE Adobe Inc. | $4.17M | $8.22M | $12.40M | 0.1% | $10.76M | Technology |
| TSCO Tractor Supply Company | $6.78M | $4.43M | $11.21M | 0.1% | $7.98M | Consumer Cyclical |
| TXN Texas Instruments Incorporated | $10.70M | $271,602 | $10.97M | 0.0% | $16.86M | Technology |
| CTSH Cognizant Technology Solutions | $3.59M | $6.53M | $10.12M | 0.1% | $6.77M | Technology |
| FFIV F5, Inc. | $5.59M | $3.85M | $9.45M | 0.1% | $13.85M | Technology |
| LIN Linde | $8.71M | $639,530 | $9.35M | 0.0% | $10.07M | — |
| KR Kroger Company (The) | $3.56M | $4.80M | $8.36M | 0.1% | $6.49M | Consumer Defensive |
| ROST Ross Stores, Inc. | $3.16M | $4.77M | $7.93M | 0.1% | $7.76M | Consumer Cyclical |
| CCK Crown Holdings, Inc. | $858,513 | $5.70M | $6.56M | 0.1% | $7.29M | Consumer Cyclical |
| GWW W.W. Grainger, Inc. | $2.70M | $3.43M | $6.12M | 0.0% | $7.51M | Industrials |
| MSCI MSCI Inc. | $1.47M | $4.18M | $5.65M | 0.0% | $6.10M | Financial Services |
| EHC Encompass Health Corporation | $554,845 | $4.90M | $5.46M | 0.1% | $5.72M | Healthcare |
| CLX Clorox Company (The) | $666,672 | $4.78M | $5.45M | 0.0% | $5.07M | Consumer Defensive |
| NKE Nike, Inc. | $1.47M | $3.96M | $5.43M | 0.0% | $4.43M | Consumer Cyclical |
| APD Air Products and Chemicals, Inc | $2.50M | $2.24M | $4.74M | 0.0% | $5.00M | Basic Materials |
| CHD Church & Dwight Company, Inc. | $1.51M | $3.22M | $4.73M | 0.0% | $4.93M | Consumer Defensive |
| IDXX IDEXX Laboratories, Inc. | $2.64M | $2.01M | $4.65M | 0.0% | $4.45M | Healthcare |
| GNTX Gentex Corporation | $1.23M | $2.92M | $4.15M | 0.0% | $4.69M | Consumer Cyclical |
| NDSN Nordson Corporation | $2.07M | $1.86M | $3.93M | 0.0% | $4.37M | Industrials |
| G Genpact | $420,405 | $3.46M | $3.88M | 0.0% | $2.95M | — |
| URI United Rentals, Inc. | $2.30M | $1.58M | $3.88M | 0.0% | $5.92M | Industrials |
| TROW T. Rowe Price Group, Inc. | $816,096 | $2.88M | $3.70M | 0.0% | $4.76M | Financial Services |
| DCI Donaldson Company, Inc. | $1.27M | $1.97M | $3.24M | 0.0% | $3.38M | Industrials |
| OMC Omnicom Group Inc. | $1.52M | $1.66M | $3.18M | 0.0% | $3.22M | Communication Services |
| RACE Ferrari | $2.02M | $907,723 | $2.93M | 0.0% | $3.24M | — |
| TTC Toro Company (The) | $440,757 | $2.18M | $2.62M | 0.0% | $2.72M | Industrials |
| BDX Becton, Dickinson and Company | $2.11M | $336,472 | $2.45M | 0.0% | $2.38M | Healthcare |
| FICO Fair Isaac Corporation | $1.01M | $1.33M | $2.34M | 0.0% | $2.65M | Technology |
| BBY Best Buy Co., Inc. | $655,096 | $1.59M | $2.24M | 0.0% | $2.70M | Consumer Cyclical |
| GIS General Mills, Inc. | $973,595 | $664,191 | $1.64M | 0.0% | $1.66M | Consumer Defensive |
| G02602103 Amdocs | $420,466 | $1.16M | $1.58M | 0.0% | — | — |
| BAH Booz Allen Hamilton Holding Cor | $289,345 | $1.08M | $1.37M | 0.0% | $1.05M | Industrials |
| MANH Manhattan Associates, Inc. | $766,772 | $588,390 | $1.36M | 0.0% | $1.49M | Technology |
| GPC Genuine Parts Company | $580,591 | $282,776 | $863,367 | 0.0% | $958,454 | Consumer Cyclical |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Sequoia Financial Advisors and Jensen Investment Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $897.51M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $3.62B | AAPL, ACN, ADBE, ADP, APH, AVGO, BR, CDNS, CTSH, FFIV, FICO, INTU, KEYS, KLAC, MANH, MSFT, MSI, NVDA, ORCL, TSM, TXN |
| Healthcare | $1.03B | ABBV, ABT, BDX, EHC, IDXX, JNJ, LH, LLY, SYK, UNH, VEEV, WAT |
| Communication Services | $902.18M | GOOGL, META, OMC |
| Consumer Cyclical | $768.27M | AMZN, BBY, CCK, GNTX, GPC, HD, MCD, NKE, ROST, TJX, TSCO |
| Industrials | $661.89M | BAH, CPRT, DCI, EFX, EMR, GWW, MMM, NDSN, RTX, TTC, URI, VRSK, WM |
| Financial Services | $487.60M | AON, MA, MMC, MSCI, TROW |
| Consumer Defensive | $289.08M | CHD, CL, CLX, GIS, KO, KR, PEP, PG |
| Basic Materials | $268.43M | APD, ECL, SHW |
| Other | $17.75M | G, G02602103, LIN, RACE |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Jensen Investment 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: AAPL ($897.51M combined).
- Highest average portfolio weight in overlap: AAPL (5.4% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($143.54M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Jensen Investment Management decreased between Q4 2001 and Q1 2001, with 80 shared holdings in the latest period ($8.04B combined reported value) versus 86 in the prior period ($9.62B).
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 |
Related Overlap Pages
- Sequoia Financial Advisors portfolio
- Jensen Investment Management portfolio
- Situational Awareness Partners & Aquamarine Zurich AG Shared Holdings
- Situational Awareness Partners & TCI Fund Management Shared Holdings
- Situational Awareness Partners & Polen Capital Management Shared Holdings
- Situational Awareness Partners & Dodge & Cox Stock Fund Shared Holdings
- Situational Awareness Partners & Trian Fund Management Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings