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 & Giverny Capital Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Giverny Capital based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
16
Minimal overlap
Shared Holdings
46 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 50 for Giverny Capital).
| Stock | Sequoia Financial Advisors value | Giverny Capital value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $572.48M | $3.82M | $576.30M | 1.5% | $615.81M | Technology |
| GOOG Alphabet Inc. | $269.00M | $178.11M | $447.11M | 4.0% | $492.97M | Communication Services |
| MSFT Microsoft Corporation | $338.04M | $707,025 | $338.74M | 0.9% | $422.03M | Technology |
| META Meta Platforms, Inc. | $154.91M | $176.11M | $331.03M | 3.6% | $324.47M | Communication Services |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $181.44M | $305.16M | 3.7% | $320.16M | Financial Services |
| GOOGL Alphabet Inc. | $168.86M | $100.21M | $269.06M | 2.3% | $292.37M | Communication Services |
| V Visa Inc. | $95.19M | $119.79M | $214.99M | 2.4% | $246.70M | Financial Services |
| SCHW Charles Schwab Corporation (The | $30.23M | $144.37M | $174.61M | 2.7% | $196.15M | Financial Services |
| GLD SPDR Gold Trust | $168.07M | $1.67M | $169.74M | 0.5% | $170.95M | — |
| HEI-A Heico Corporation | $614,870 | $155.89M | $156.50M | 2.9% | $190.61M | Industrials |
| JPM JP Morgan Chase & Co. | $127.95M | $15.38M | $143.33M | 0.6% | $155.91M | Financial Services |
| FIVE Five Below, Inc. | $509,265 | $141.02M | $141.53M | 2.6% | $134.63M | Consumer Cyclical |
| PGR Progressive Corporation (The) | $29.59M | $104.74M | $134.33M | 2.0% | $140.35M | Financial Services |
| AME AMETEK, Inc. | $2.41M | $131.20M | $133.61M | 2.4% | $150.35M | Industrials |
| MEDP Medpace Holdings, Inc. | $586,786 | $122.97M | $123.55M | 2.3% | $148.43M | Healthcare |
| SPY SPDR S&P 500 | $119.75M | $1.61M | $121.36M | 0.3% | $121.64M | — |
| IBP Installed Building Products, In | $250,756 | $107.03M | $107.28M | 2.0% | $90.24M | Consumer Cyclical |
| KEYS Keysight Technologies Inc. | $15.66M | $91.26M | $106.92M | 1.7% | $117.39M | Technology |
| BKNG Booking Holdings Inc. Common St | $5.84M | $88.91M | $94.75M | 1.7% | $10.40M | Consumer Cyclical |
| NVR NVR, Inc. | $953,882 | $89.93M | $90.89M | 1.7% | $84.75M | Consumer Cyclical |
| ADP Automatic Data Processing, Inc. | $2.95M | $85.15M | $88.10M | 1.6% | $115.18M | Technology |
| MKL Markel Group Inc. | $2.98M | $82.20M | $85.18M | 1.5% | $83.71M | Financial Services |
| ADI Analog Devices, Inc. | $8.52M | $54.42M | $62.94M | 1.0% | $70.73M | Technology |
| DIS Walt Disney Company (The) | $10.64M | $51.71M | $62.35M | 1.0% | $62.25M | Communication Services |
| ANET Arista Networks | $8.17M | $51.98M | $60.15M | 1.0% | $85.02M | — |
| OZK Bank OZK | $220,497 | $56.49M | $56.71M | 1.0% | $63.37M | Financial Services |
| RMD ResMed Inc. | $994,878 | $51.63M | $52.63M | 1.0% | $49.60M | Healthcare |
| BRO Brown & Brown, Inc. | $811,913 | $49.25M | $50.06M | 0.9% | $54.06M | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $2.75M | $34.07M | 0.1% | $29.80M | Technology |
| RSP Invesco S&P 500 Equal Weight ET | $30.25M | $1.17M | $31.42M | 0.1% | $31.88M | — |
| MA Mastercard Incorporated | $16.74M | $14.02M | $30.76M | 0.3% | $34.76M | Financial Services |
| LFUS Littelfuse, Inc. | $846,022 | $27.39M | $28.24M | 0.5% | $36.51M | Technology |
| BRK-A Berkshire Hathaway Inc. | $17.22M | $7.90M | $25.12M | 0.2% | $26.06M | Financial Services |
| LULU lululemon athletica inc. | $556,873 | $21.83M | $22.39M | 0.4% | $17.53M | Consumer Cyclical |
| AAON AAON, Inc. | $302,451 | $16.70M | $17.00M | 0.3% | $18.19M | Industrials |
| FND Floor & Decor Holdings, Inc. | $1.65M | $11.78M | $13.42M | 0.2% | $14.94M | Consumer Cyclical |
| FERG Ferguson Enterprises Inc. | $1.71M | $8.57M | $10.28M | 0.2% | $10.30M | Industrials |
| BLDR Builders FirstSource, Inc. | $288,484 | $7.56M | $7.85M | 0.1% | $6.31M | Industrials |
| MTB M&T Bank Corporation | $2.20M | $1.56M | $3.76M | 0.0% | $4.13M | Financial Services |
| ODFL Old Dominion Freight Line, Inc. | $2.24M | $978,172 | $3.22M | 0.0% | $3.26M | Industrials |
| YUMC Yum China Holdings, Inc. | $1.08M | $1.76M | $2.84M | 0.0% | $3.01M | Consumer Cyclical |
| NVO Novo Nordisk A/S | $2.21M | $455,700 | $2.67M | 0.0% | $2.76M | Healthcare |
| QQQM Invesco NASDAQ 100 ETF | $1.62M | $1.00M | $2.62M | 0.0% | $2.71M | — |
| CPRT Copart, Inc. | $804,743 | $912,469 | $1.72M | 0.0% | $1.63M | Industrials |
| BIRK Birkenstock | $207,276 | $981,455 | $1.19M | 0.0% | $1.25M | — |
| SITE SiteOne Landscape Supply, Inc. | $244,495 | $499,562 | $744,057 | 0.0% | $556,252 | Industrials |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Sequoia Financial Advisors and Giverny Capital 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 $576.30M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.24B | AAPL, ADI, ADP, KEYS, LFUS, MSFT, TSM |
| Financial Services | $1.22B | BRK-A, BRK-B, BRO, JPM, MA, MKL, MTB, OZK, PGR, SCHW, V |
| Communication Services | $1.11B | DIS, GOOG, GOOGL, META |
| Consumer Cyclical | $473.09M | BKNG, FIVE, FND, IBP, LULU, NVR, YUMC |
| Other | $386.48M | ANET, BIRK, GLD, QQQM, RSP, SPY |
| Industrials | $330.92M | AAON, AME, BLDR, CPRT, FERG, HEI-A, ODFL, SITE |
| Healthcare | $178.85M | MEDP, NVO, RMD |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Giverny Capital 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 ($576.30M combined).
- Highest average portfolio weight in overlap: GOOG (4.0% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($83.28M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 46 shared holdings ($4.72B 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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