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 June 30, 2026).
Overlap Score
27
Limited overlap
Shared Holdings
81 shared positions across both portfolios (2049 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. | $572.48M | $249.13M | $821.61M | 4.5% | $868.66M | Technology |
| NVDA NVIDIA Corporation | $567.52M | $239.61M | $807.12M | 4.3% | $908.25M | Technology |
| MSFT Microsoft Corporation | $338.04M | $274.97M | $613.01M | 4.2% | $814.12M | Technology |
| AMZN Amazon.com, Inc. | $260.58M | $251.24M | $511.83M | 3.7% | $564.03M | Consumer Cyclical |
| GOOGL Alphabet Inc. | $168.86M | $284.86M | $453.71M | 3.9% | $439.15M | Communication Services |
| AVGO Broadcom Inc. | $251.54M | $148.11M | $399.65M | 2.4% | $415.77M | Technology |
| LLY Eli Lilly and Company | $185.36M | $184.39M | $369.76M | 2.7% | $363.82M | Healthcare |
| KLAC KLA Corporation | $16.37M | $238.47M | $254.84M | 2.9% | $172.07M | Technology |
| META Meta Platforms, Inc. | $154.91M | $61.66M | $216.57M | 1.1% | $226.78M | Communication Services |
| SHW Sherwin-Williams Company (The) | $23.60M | $185.60M | $209.21M | 2.3% | $218.19M | Basic Materials |
| MA Mastercard Incorporated | $16.74M | $178.59M | $195.32M | 2.2% | $216.50M | Financial Services |
| WM Waste Management, Inc. | $52.04M | $140.65M | $192.69M | 1.8% | $194.13M | Industrials |
| SYK Stryker Corporation | $3.92M | $185.65M | $189.58M | 2.3% | $204.25M | Healthcare |
| PG Procter & Gamble Company (The) | $49.75M | $126.18M | $175.93M | 1.7% | $173.42M | Consumer Defensive |
| MMC Marsh & McLennan Companies, Inc | $2.51M | $164.15M | $166.66M | 2.0% | — | Financial Services |
| CDNS Cadence Design Systems, Inc. | $6.30M | $115.81M | $122.10M | 1.4% | $105.67M | Technology |
| MSI Motorola Solutions, Inc. | $3.11M | $115.75M | $118.86M | 1.4% | $133.52M | Technology |
| RTX RTX Corporation | $114.20M | $3.34M | $117.53M | 0.3% | $138.12M | Industrials |
| APH Amphenol Corporation | $8.58M | $108.38M | $116.96M | 1.3% | $110.85M | Technology |
| ABT Abbott Laboratories | $35.29M | $80.33M | $115.62M | 1.1% | $141.75M | Healthcare |
| TJX TJX Companies, Inc. (The) | $36.57M | $76.23M | $112.81M | 1.0% | $113.26M | Consumer Cyclical |
| MCD McDonald's Corporation | $38.96M | $60.97M | $99.93M | 0.8% | $100.86M | Consumer Cyclical |
| VEEV Veeva Systems Inc. | $5.03M | $79.77M | $84.80M | 1.0% | $116.47M | Healthcare |
| HD Home Depot, Inc. (The) | $81.01M | $281,086 | $81.29M | 0.2% | $78.11M | Consumer Cyclical |
| VRSK Verisk Analytics, Inc. | $839,155 | $68.06M | $68.90M | 0.8% | $69.73M | Industrials |
| EFX Equifax, Inc. | $646,107 | $58.81M | $59.46M | 0.7% | $67.75M | Industrials |
| CTAS Cintas Corporation | $2.42M | $56.74M | $59.16M | 0.7% | $69.41M | Industrials |
| IDXX IDEXX Laboratories, Inc. | $2.23M | $55.65M | $57.88M | 0.7% | $60.58M | Healthcare |
| JNJ Johnson & Johnson | $51.62M | $2.23M | $53.86M | 0.2% | $55.21M | Healthcare |
| BR Broadridge Financial Solutions, | $391,955 | $52.06M | $52.45M | 0.6% | $65.49M | Technology |
| LH Labcorp Holdings Inc. | $35.62M | $4.49M | $40.12M | 0.1% | $45.58M | Healthcare |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $7.59M | $38.91M | 0.2% | $34.74M | Technology |
| CPRT Copart, Inc. | $804,743 | $35.06M | $35.86M | 0.4% | $40.21M | Industrials |
| ORCL Oracle Corporation | $16.05M | $17.35M | $33.40M | 0.3% | $34.30M | Technology |
| KO Coca-Cola Company (The) | $23.05M | $9.08M | $32.12M | 0.2% | $34.67M | Consumer Defensive |
| ABBV AbbVie Inc. | $23.88M | $2.78M | $26.66M | 0.1% | $26.43M | Healthcare |
| PEP Pepsico, Inc. | $15.70M | $10.82M | $26.52M | 0.2% | $27.58M | Consumer Defensive |
| UNH UnitedHealth Group Incorporated | $23.63M | $357,026 | $23.98M | 0.1% | $23.18M | Healthcare |
| WAT Waters Corporation | $7.36M | $14.46M | $21.82M | 0.2% | $23.98M | Healthcare |
| ADP Automatic Data Processing, Inc. | $2.95M | $18.47M | $21.42M | 0.2% | $26.11M | Technology |
| ECL Ecolab Inc. | $2.65M | $16.28M | $18.94M | 0.2% | $18.77M | Basic Materials |
| KEYS Keysight Technologies Inc. | $15.66M | $3.20M | $18.85M | 0.1% | $19.27M | Technology |
| TXN Texas Instruments Incorporated | $17.22M | $371,693 | $17.59M | 0.0% | $16.50M | Technology |
| MMM 3M Company | $12.76M | $4.47M | $17.23M | 0.1% | $19.44M | Industrials |
| CL Colgate-Palmolive Company | $6.23M | $10.56M | $16.80M | 0.1% | $16.85M | Consumer Defensive |
| EMR Emerson Electric Company | $5.12M | $10.55M | $15.66M | 0.1% | $17.85M | Industrials |
| AON Aon Plc | $5.85M | $8.55M | $14.41M | 0.1% | $15.46M | Financial Services |
| ACN Accenture plc | $7.18M | $6.50M | $13.68M | 0.1% | $19.44M | Technology |
| FFIV F5, Inc. | $9.21M | $3.11M | $12.32M | 0.1% | $11.94M | Technology |
| LIN Linde | $10.94M | $669,433 | $11.61M | 0.0% | $10.80M | — |
| ADBE Adobe Inc. | $3.43M | $6.88M | $10.31M | 0.1% | $13.28M | Technology |
| CTSH Cognizant Technology Solutions | $3.83M | $4.02M | $7.85M | 0.1% | $11.92M | Technology |
| GWW W.W. Grainger, Inc. | $3.48M | $3.72M | $7.20M | 0.1% | $7.00M | Industrials |
| ROST Ross Stores, Inc. | $3.48M | $3.59M | $7.07M | 0.1% | $8.15M | Consumer Cyclical |
| CCK Crown Holdings, Inc. | $386,688 | $5.88M | $6.27M | 0.1% | $6.67M | Consumer Cyclical |
| URI United Rentals, Inc. | $3.93M | $2.15M | $6.09M | 0.0% | $6.20M | Industrials |
| KR Kroger Company (The) | $2.43M | $3.46M | $5.90M | 0.0% | $6.02M | Consumer Defensive |
| TROW T. Rowe Price Group, Inc. | $1.96M | $3.63M | $5.60M | 0.0% | $5.44M | Financial Services |
| MSCI MSCI Inc. | $1.59M | $3.59M | $5.18M | 0.0% | $5.26M | Financial Services |
| CLX Clorox Company (The) | $529,699 | $4.56M | $5.09M | 0.1% | $5.64M | Consumer Defensive |
| INTU Intuit Inc. | $2.99M | $1.96M | $4.95M | 0.0% | $6.56M | Technology |
| CHD Church & Dwight Company, Inc. | $1.78M | $3.07M | $4.85M | 0.0% | $5.07M | Consumer Defensive |
| TSCO Tractor Supply Company | $1.93M | $2.84M | $4.77M | 0.0% | $5.40M | Consumer Cyclical |
| NKE Nike, Inc. | $1.76M | $2.93M | $4.69M | 0.0% | $4.65M | Consumer Cyclical |
| EHC Encompass Health Corporation | $602,540 | $3.97M | $4.57M | 0.0% | $5.59M | Healthcare |
| GNTX Gentex Corporation | $1.63M | $2.74M | $4.38M | 0.0% | $4.13M | Consumer Cyclical |
| APD Air Products and Chemicals, Inc | $2.50M | $1.61M | $4.11M | 0.0% | $4.33M | Basic Materials |
| NDSN Nordson Corporation | $2.21M | $1.32M | $3.53M | 0.0% | $3.61M | Industrials |
| RACE Ferrari | $2.04M | $998,482 | $3.04M | 0.0% | $3.38M | — |
| G Genpact | $489,666 | $2.03M | $2.52M | 0.0% | $3.10M | — |
| OMC Omnicom Group Inc. | $893,684 | $1.61M | $2.50M | 0.0% | $3.01M | Communication Services |
| TTC Toro Company (The) | $351,200 | $2.09M | $2.44M | 0.0% | $2.46M | Industrials |
| DCI Donaldson Company, Inc. | $1.04M | $1.21M | $2.25M | 0.0% | $2.41M | Industrials |
| FICO Fair Isaac Corporation | $1.30M | $884,137 | $2.19M | 0.0% | $1.99M | Technology |
| BDX Becton, Dickinson and Company | $1.52M | $308,713 | $1.83M | 0.0% | $2.22M | Healthcare |
| MANH Manhattan Associates, Inc. | $1.15M | $565,355 | $1.72M | 0.0% | $2.43M | Technology |
| GIS General Mills, Inc. | $1.26M | $436,601 | $1.70M | 0.0% | $1.91M | Consumer Defensive |
| G02602103 Amdocs | $291,663 | $1.09M | $1.39M | 0.0% | — | — |
| BAH Booz Allen Hamilton Holding Cor | $242,863 | $772,329 | $1.02M | 0.0% | $1.30M | Industrials |
| GPC Genuine Parts Company | $596,408 | $315,479 | $911,887 | 0.0% | $1.04M | Consumer Cyclical |
| CPB The Campbell's Company | $387,865 | $484,038 | $871,903 | 0.0% | $907,129 | Consumer Defensive |
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 June 30, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $821.61M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $3.49B | AAPL, ACN, ADBE, ADP, APH, AVGO, BR, CDNS, CTSH, FFIV, FICO, INTU, KEYS, KLAC, MANH, MSFT, MSI, NVDA, ORCL, TSM, TXN |
| Healthcare | $990.48M | ABBV, ABT, BDX, EHC, IDXX, JNJ, LH, LLY, SYK, UNH, VEEV, WAT |
| Consumer Cyclical | $833.94M | AMZN, CCK, GNTX, GPC, HD, MCD, NKE, ROST, TJX, TSCO |
| Communication Services | $672.78M | GOOGL, META, OMC |
| Industrials | $589.03M | BAH, CPRT, CTAS, DCI, EFX, EMR, GWW, MMM, NDSN, RTX, TTC, URI, VRSK, WM |
| Financial Services | $387.16M | AON, MA, MMC, MSCI, TROW |
| Consumer Defensive | $269.79M | CHD, CL, CLX, CPB, GIS, KO, KR, PEP, PG |
| Basic Materials | $232.25M | APD, ECL, SHW |
| Other | $18.54M | 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 ($821.61M combined).
- Highest average portfolio weight in overlap: AAPL (4.5% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($201.11M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Jensen Investment Management increased between Q1 2001 and Q2 2001, with 81 shared holdings in the latest period ($7.48B combined reported value) versus 80 in the prior period ($8.04B).
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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