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
17
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 | $3.76M | $576.24M | 1.5% | $671.12M | Technology |
| GOOG Alphabet Inc. | $269.00M | $213.93M | $482.92M | 4.3% | $469.73M | Communication Services |
| MSFT Microsoft Corporation | $338.04M | $666,587 | $338.70M | 0.9% | $451.96M | Technology |
| META Meta Platforms, Inc. | $154.91M | $170.61M | $325.53M | 3.3% | $394.31M | Communication Services |
| GOOGL Alphabet Inc. | $168.86M | $110.83M | $279.68M | 2.3% | $271.82M | Communication Services |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $124.32M | $248.04M | 2.4% | $252.41M | Financial Services |
| V Visa Inc. | $95.19M | $133.77M | $228.96M | 2.5% | $246.87M | Financial Services |
| GLD SPDR Gold Trust | $168.07M | $25.03M | $193.11M | 0.8% | $183.30M | — |
| HEI-A Heico Corporation | $614,870 | $189.63M | $190.24M | 3.2% | $162.92M | Industrials |
| SCHW Charles Schwab Corporation (The | $30.23M | $155.16M | $185.39M | 2.7% | $210.23M | Financial Services |
| ADP Automatic Data Processing, Inc. | $2.95M | $146.59M | $149.54M | 2.5% | $181.78M | Technology |
| PGR Progressive Corporation (The) | $29.59M | $118.46M | $148.05M | 2.1% | $146.59M | Financial Services |
| AME AMETEK, Inc. | $2.41M | $144.87M | $147.28M | 2.5% | $142.64M | Industrials |
| JPM JP Morgan Chase & Co. | $127.95M | $15.67M | $143.62M | 0.6% | $153.26M | Financial Services |
| MEDP Medpace Holdings, Inc. | $586,786 | $134.48M | $135.07M | 2.3% | $156.89M | Healthcare |
| SPY SPDR S&P 500 | $119.75M | $1.71M | $121.47M | 0.3% | $124.04M | — |
| FIVE Five Below, Inc. | $509,265 | $107.54M | $108.05M | 1.8% | $142.31M | Consumer Cyclical |
| BKNG Booking Holdings Inc. Common St | $5.84M | $93.16M | $99.00M | 1.6% | $94.72M | Consumer Cyclical |
| IBP Installed Building Products, In | $250,756 | $91.40M | $91.65M | 1.5% | $79.37M | Consumer Cyclical |
| NVR NVR, Inc. | $953,882 | $90.20M | $91.15M | 1.5% | $83.51M | Consumer Cyclical |
| QQQ Invesco QQQ Trust, Series 1 | $78.43M | $287,932 | $78.72M | 0.2% | $76.64M | — |
| RMD ResMed Inc. | $994,878 | $75.55M | $76.54M | 1.3% | $89.72M | Healthcare |
| ANET Arista Networks | $8.17M | $57.74M | $65.91M | 1.0% | $77.41M | — |
| KEYS Keysight Technologies Inc. | $15.66M | $50.09M | $65.74M | 0.9% | $62.25M | Technology |
| MKL Markel Group Inc. | $2.98M | $60.30M | $63.28M | 1.0% | $57.85M | Financial Services |
| OZK Bank OZK | $220,497 | $62.41M | $62.63M | 1.1% | $57.52M | Financial Services |
| DIS Walt Disney Company (The) | $10.64M | $49.62M | $60.27M | 0.9% | $65.97M | Communication Services |
| BRO Brown & Brown, Inc. | $811,913 | $48.32M | $49.14M | 0.8% | $49.88M | Financial Services |
| ADI Analog Devices, Inc. | $8.52M | $37.06M | $45.58M | 0.6% | $41.62M | Technology |
| AXP American Express Company | $20.53M | $15.75M | $36.28M | 0.3% | $33.42M | Financial Services |
| NYT New York Times Company (The) | $1.02M | $33.90M | $34.92M | 0.6% | $34.90M | Communication Services |
| LFUS Littelfuse, Inc. | $846,022 | $33.75M | $34.60M | 0.6% | $30.53M | Technology |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $1.75M | $33.07M | 0.1% | $29.80M | Technology |
| MA Mastercard Incorporated | $16.74M | $14.80M | $31.54M | 0.3% | $34.74M | Financial Services |
| MSA MSA Safety Incorporated | $272,520 | $29.03M | $29.31M | 0.5% | $30.00M | Industrials |
| WSO Watsco, Inc. | $639,968 | $27.49M | $28.13M | 0.5% | $20.62M | Industrials |
| AAON AAON, Inc. | $302,451 | $25.98M | $26.28M | 0.4% | $15.83M | Industrials |
| BRK-A Berkshire Hathaway Inc. | $17.22M | $6.74M | $23.96M | 0.2% | $24.45M | Financial Services |
| VEEV Veeva Systems Inc. | $5.03M | $16.85M | $21.88M | 0.3% | $32.52M | Healthcare |
| FND Floor & Decor Holdings, Inc. | $1.65M | $13.64M | $15.29M | 0.2% | $12.21M | Consumer Cyclical |
| LULU lululemon athletica inc. | $556,873 | $14.71M | $15.26M | 0.3% | $13.29M | Consumer Cyclical |
| HWKN Hawkins, Inc. | $267,291 | $13.49M | $13.76M | 0.2% | $11.77M | Basic Materials |
| FERG Ferguson Enterprises Inc. | $1.71M | $8.87M | $10.58M | 0.2% | $9.55M | Industrials |
| BLDR Builders FirstSource, Inc. | $288,484 | $8.18M | $8.47M | 0.1% | $5.46M | Industrials |
| YUMC Yum China Holdings, Inc. | $1.08M | $1.47M | $2.55M | 0.0% | $2.58M | Consumer Cyclical |
| CPRT Copart, Inc. | $804,743 | $233,244 | $1.04M | 0.0% | $1.09M | 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 $576.24M, 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 | AXP, BRK-A, BRK-B, BRO, JPM, MA, MKL, OZK, PGR, SCHW, V |
| Communication Services | $1.18B | DIS, GOOG, GOOGL, META, NYT |
| Other | $459.20M | ANET, GLD, QQQ, SPY |
| Industrials | $441.34M | AAON, AME, BLDR, CPRT, FERG, HEI-A, MSA, WSO |
| Consumer Cyclical | $422.95M | BKNG, FIVE, FND, IBP, LULU, NVR, YUMC |
| Healthcare | $233.49M | MEDP, RMD, VEEV |
| Basic Materials | $13.76M | HWKN |
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 ($576.24M combined).
- Highest average portfolio weight in overlap: GOOG (4.3% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($113.26M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Giverny Capital was unchanged between Q1 2001 and Q2 2001, with 46 shared holdings in the latest period ($5.22B combined reported value) versus 46 in the prior period ($4.72B).
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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