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 & Chou Associates Management Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Chou Associates Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
4
Minimal overlap
Shared Holdings
22 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 30 for Chou Associates Management).
| Stock | Sequoia Financial Advisors value | Chou Associates Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $492.48M | $11.17M | $503.64M | 4.1% | $584.19M | Technology |
| GOOG Alphabet Inc. | $216.08M | $20.77M | $236.85M | 5.6% | $295.49M | Communication Services |
| BRK-B Berkshire Hathaway Inc. New | $121.01M | $1.49M | $122.50M | 0.7% | — | Financial Services |
| BRK-A Berkshire Hathaway Inc. | $17.24M | $61.76M | $79.00M | 14.9% | — | Financial Services |
| BAC Bank of America Corporation | $48.10M | $2.44M | $50.54M | 0.7% | $60.50M | Financial Services |
| C Citigroup, Inc. | $30.89M | $3.71M | $34.60M | 1.0% | $42.75M | Financial Services |
| WFC Wells Fargo & Company | $23.80M | $4.74M | $28.54M | 1.2% | $30.81M | Financial Services |
| OXY Occidental Petroleum Corporatio | $2.54M | $20.35M | $22.89M | 4.9% | $16.88M | Energy |
| SYF Synchrony Financial | $1.20M | $15.18M | $16.38M | 3.7% | $18.48M | Financial Services |
| JEF Jefferies Financial Group Inc. | $7.13M | $6.16M | $13.29M | 1.5% | $16.51M | Financial Services |
| STLA Stellantis | $694,421 | $9.88M | $10.58M | 2.4% | $8.67M | — |
| PYPL PayPal Holdings, Inc. | $2.35M | $7.57M | $9.92M | 1.8% | $9.66M | Financial Services |
| SIRI SiriusXM Holdings Inc | $443,443 | $9.45M | $9.90M | 2.3% | $12.84M | Consumer Discretionary |
| ALLY Ally Financial Inc. | $496,274 | $8.85M | $9.34M | 2.1% | $10.98M | Financial Services |
| GM General Motors Company | $4.96M | $3.87M | $8.83M | 0.9% | $8.95M | Consumer Cyclical |
| BABA Alibaba Group Holding Limited | $2.80M | $5.26M | $8.06M | 1.3% | $6.30M | Consumer Cyclical |
| MCO Moody's Corporation | $2.37M | $654,375 | $3.03M | 0.2% | $3.25M | Financial Services |
| KHC The Kraft Heinz Company | $1.38M | $1.56M | $2.95M | 0.4% | $3.28M | Consumer Defensive |
| G0585R106 Assured Guaranty | $1.02M | $1.38M | $2.41M | 0.3% | — | — |
| MGA Magna International, Inc. | $1.24M | $558,100 | $1.80M | 0.1% | $2.03M | Consumer Cyclical |
| IMO Imperial Oil Limited | $642,514 | $654,914 | $1.30M | 0.2% | $1.10M | Energy |
| HPQ HP Inc. | $661,536 | $509,065 | $1.17M | 0.1% | $1.34M | Technology |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Sequoia Financial Advisors and Chou Associates 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 $503.64M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $504.81M | AAPL, HPQ |
| Financial Services | $367.12M | ALLY, BAC, BRK-A, BRK-B, C, JEF, MCO, PYPL, SYF, WFC |
| Communication Services | $236.85M | GOOG |
| Energy | $24.18M | IMO, OXY |
| Consumer Cyclical | $18.69M | BABA, GM, MGA |
| Other | $12.99M | G0585R106, STLA |
| Consumer Discretionary | $9.90M | SIRI |
| Consumer Defensive | $2.95M | KHC |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Chou Associates 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 ($503.64M combined).
- Highest average portfolio weight in overlap: BRK-A (14.9% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($80.55M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Chou Associates Management increased between Q4 2001 and Q1 2001, with 22 shared holdings in the latest period ($1.18B combined reported value) versus 21 in the prior period ($1.10B).
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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