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 March 31, 2026).
Overlap Score
18
Minimal overlap
Shared Holdings
46 shared positions across both portfolios (1832 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. | $492.48M | $3.82M | $496.29M | 1.5% | $601.01M | Technology |
| GOOG Alphabet Inc. | $216.08M | $178.11M | $394.20M | 3.9% | $502.62M | Communication Services |
| META Meta Platforms, Inc. | $150.96M | $176.11M | $327.07M | 3.7% | $339.00M | Communication Services |
| MSFT Microsoft Corporation | $308.27M | $707,025 | $308.98M | 0.9% | $347.80M | Technology |
| BRK-B Berkshire Hathaway Inc. New | $121.01M | $181.44M | $302.45M | 3.7% | — | Financial Services |
| GOOGL Alphabet Inc. | $136.18M | $100.21M | $236.39M | 2.2% | $302.95M | Communication Services |
| GLD SPDR Gold Trust | $201.90M | $1.67M | $203.56M | 0.6% | $187.45M | — |
| V Visa Inc. | $80.33M | $119.79M | $200.13M | 2.4% | $214.25M | Financial Services |
| SCHW Charles Schwab Corporation (The | $32.24M | $144.37M | $176.61M | 2.8% | $166.95M | Financial Services |
| HEI-A Heico Corporation | $440,857 | $155.89M | $156.33M | 2.9% | — | Industrials |
| FIVE Five Below, Inc. | $452,061 | $141.02M | $141.47M | 2.6% | $117.93M | Consumer Cyclical |
| AME AMETEK, Inc. | $1.85M | $131.20M | $133.05M | 2.4% | $140.62M | Industrials |
| PGR Progressive Corporation (The) | $27.24M | $104.74M | $131.98M | 2.0% | $135.83M | Financial Services |
| JPM JP Morgan Chase & Co. | $110.21M | $15.38M | $125.60M | 0.6% | $133.37M | Financial Services |
| MEDP Medpace Holdings, Inc. | $491,715 | $122.97M | $123.46M | 2.3% | $116.79M | Healthcare |
| IBP Installed Building Products, In | $342,309 | $107.03M | $107.37M | 2.0% | $80.02M | Consumer Cyclical |
| SPY SPDR S&P 500 | $103.02M | $1.61M | $104.63M | 0.3% | $118.67M | — |
| KEYS Keysight Technologies Inc. | $11.23M | $91.26M | $102.48M | 1.7% | $119.71M | Technology |
| BKNG Booking Holdings Inc. Common St | $5.55M | $88.91M | $94.46M | 1.7% | $3.72M | Consumer Cyclical |
| NVR NVR, Inc. | $705,112 | $89.93M | $90.64M | 1.7% | $85.03M | Consumer Cyclical |
| ADP Automatic Data Processing, Inc. | $2.46M | $85.15M | $87.61M | 1.6% | $100.02M | Technology |
| MKL Markel Group Inc. | $2.87M | $82.20M | $85.07M | 1.5% | $80.83M | Financial Services |
| KNSL Kinsale Capital Group, Inc. | $385,393 | $74.80M | $75.19M | 1.4% | $67.37M | Financial Services |
| DIS Walt Disney Company (The) | $11.37M | $51.71M | $63.08M | 1.0% | $65.26M | Communication Services |
| ADI Analog Devices, Inc. | $6.49M | $54.42M | $60.91M | 1.0% | $76.85M | Technology |
| ANET Arista Networks | $5.96M | $51.98M | $57.94M | 1.0% | $72.80M | — |
| RMD ResMed Inc. | $1.44M | $51.63M | $53.08M | 1.0% | $46.35M | Healthcare |
| BRO Brown & Brown, Inc. | $747,298 | $49.25M | $50.00M | 0.9% | $45.13M | Financial Services |
| MA Mastercard Incorporated | $16.59M | $14.02M | $30.62M | 0.3% | $30.09M | Financial Services |
| RSP Invesco S&P 500 Equal Weight ET | $28.79M | $1.17M | $29.96M | 0.1% | $32.45M | — |
| LFUS Littelfuse, Inc. | $637,651 | $27.39M | $28.03M | 0.5% | $37.78M | Technology |
| BRK-A Berkshire Hathaway Inc. | $17.24M | $7.90M | $25.13M | 0.2% | — | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $2.75M | $25.10M | 0.1% | $30.84M | Technology |
| LULU lululemon athletica inc. | $738,527 | $21.83M | $22.57M | 0.4% | $16.84M | Consumer Cyclical |
| AAON AAON, Inc. | $205,554 | $16.70M | $16.91M | 0.3% | $27.10M | Industrials |
| FND Floor & Decor Holdings, Inc. | $956,310 | $11.78M | $12.73M | 0.2% | $11.88M | Consumer Cyclical |
| FERG Ferguson Enterprises Inc. | $1.80M | $8.57M | $10.37M | 0.2% | $10.20M | Industrials |
| BLDR Builders FirstSource, Inc. | $265,762 | $7.56M | $7.82M | 0.1% | $7.00M | Industrials |
| MTB M&T Bank Corporation | $1.78M | $1.56M | $3.34M | 0.0% | $3.59M | Financial Services |
| YUMC Yum China Holdings, Inc. | $1.32M | $1.76M | $3.07M | 0.0% | $2.70M | Consumer Cyclical |
| ODFL Old Dominion Freight Line, Inc. | $2.07M | $978,172 | $3.05M | 0.0% | $3.78M | Industrials |
| QQQM Invesco NASDAQ 100 ETF | $1.38M | $1.00M | $2.38M | 0.0% | $2.91M | — |
| CPRT Copart, Inc. | $935,513 | $912,469 | $1.85M | 0.0% | $1.72M | Industrials |
| NVO Novo Nordisk A/S | $1.32M | $455,700 | $1.77M | 0.0% | $2.07M | Healthcare |
| BIRK Birkenstock | $304,448 | $981,455 | $1.29M | 0.0% | $1.52M | — |
| SITE SiteOne Landscape Supply, Inc. | $279,931 | $499,562 | $779,493 | 0.0% | $615,173 | 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 March 31, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $496.29M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $1.21B | BRK-A, BRK-B, BRO, JPM, KNSL, MA, MKL, MTB, PGR, SCHW, V |
| Technology | $1.11B | AAPL, ADI, ADP, KEYS, LFUS, MSFT, TSM |
| Communication Services | $1.02B | DIS, GOOG, GOOGL, META |
| Consumer Cyclical | $472.31M | BKNG, FIVE, FND, IBP, LULU, NVR, YUMC |
| Other | $399.77M | ANET, BIRK, GLD, QQQM, RSP, SPY |
| Industrials | $330.15M | AAON, AME, BLDR, CPRT, FERG, HEI-A, ODFL, SITE |
| Healthcare | $178.31M | 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 ($496.29M combined).
- Highest average portfolio weight in overlap: GOOG (3.9% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($108.42M 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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