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 & First Eagle U.S. Value Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and First Eagle U.S. Value based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
213 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 402 for First Eagle U.S. Value).
| Stock | Sequoia Financial Advisors value | First Eagle U.S. Value value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOG Alphabet Inc. | $216.08M | $2.12B | $2.34B | 2.4% | $2.92B | Communication Services |
| META Meta Platforms, Inc. | $150.96M | $1.83B | $1.98B | 2.0% | $2.12B | Communication Services |
| BDX Becton, Dickinson and Company | $2.11M | $1.88B | $1.88B | 1.6% | $1.83B | Healthcare |
| WPM Wheaton Precious Metals Corp | $1.47M | $1.85B | $1.86B | 1.6% | $1.58B | Basic Materials |
| IMO Imperial Oil Limited | $642,514 | $1.83B | $1.83B | 1.6% | $1.55B | Energy |
| HCA HCA Healthcare, Inc. | $2.89M | $1.54B | $1.54B | 1.3% | $1.28B | Healthcare |
| SLB Schlumberger N.V. | $4.30M | $1.46B | $1.46B | 1.3% | $1.28B | Energy |
| FMX Fomento Economico Mexicano S.A. | $925,258 | $1.43B | $1.43B | 1.2% | $1.65B | Consumer Defensive |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $1.32B | $1.34B | 1.2% | $1.76B | Technology |
| FNV Franco-Nevada Corporation | $1.40M | $1.31B | $1.31B | 1.1% | $1.10B | Basic Materials |
| NEM Newmont Corporation | $4.46M | $1.30B | $1.31B | 1.1% | $1.13B | Basic Materials |
| WTW Willis Towers Watson | $1.07M | $1.26B | $1.26B | 1.1% | $1.19B | — |
| GLD SPDR Gold Trust | $201.90M | $1.06B | $1.26B | 1.5% | $1.08B | — |
| ORCL Oracle Corporation | $17.02M | $1.24B | $1.26B | 1.1% | $1.22B | Technology |
| CRM Salesforce, Inc. | $66.90M | $1.14B | $1.21B | 1.2% | $1.06B | Technology |
| ELV Elevance Health, Inc. | $1.94M | $1.21B | $1.21B | 1.0% | $1.72B | Healthcare |
| BK The Bank of New York Mellon Cor | $7.72M | $1.17B | $1.18B | 1.0% | $1.36B | Financial Services |
| XOM Exxon Mobil Corporation | $118.92M | $1.06B | $1.18B | 1.2% | $945.59M | Energy |
| WY Weyerhaeuser Company | $844,966 | $1.13B | $1.13B | 1.0% | $1.09B | Real Estate |
| CMCSA Comcast Corporation | $17.16M | $1.08B | $1.10B | 1.0% | $910.72M | Communication Services |
| OKE ONEOK, Inc. | $19.21M | $1.06B | $1.07B | 1.0% | $1.02B | Energy |
| AEM Agnico Eagle Mines Limited | $2.48M | $1.05B | $1.06B | 0.9% | $806.04M | Basic Materials |
| ABEV Ambev S.A. | $359,029 | $1.01B | $1.01B | 0.9% | $1.08B | Consumer Defensive |
| PM Philip Morris International Inc | $17.31M | $974.26M | $991.57M | 0.9% | $1.07B | Consumer Defensive |
| WDAY Workday, Inc. | $1.09M | $988.52M | $989.61M | 0.8% | $992.28M | Technology |
| CHRW C.H. Robinson Worldwide, Inc. | $3.56M | $951.58M | $955.14M | 0.8% | $1.10B | Industrials |
| MDT Medtronic | $4.29M | $870.37M | $874.66M | 0.8% | $799.46M | — |
| EXPD Expeditors International of Was | $1.48M | $851.53M | $853.01M | 0.7% | $993.44M | Industrials |
| B Barrick Gold | $1.47M | $839.10M | $840.57M | 0.7% | $751.13M | — |
| MSFT Microsoft Corporation | $308.27M | $490.51M | $798.79M | 1.3% | $829.23M | Technology |
| UHS Universal Health Services, Inc. | $684,745 | $791.81M | $792.50M | 0.7% | $666.78M | Healthcare |
| CHTR Charter Communications, Inc. | $924,422 | $772.88M | $773.81M | 0.7% | $501.25M | Communication Services |
| NTR Nutrien Ltd. | $777,541 | $753.76M | $754.54M | 0.6% | $635.65M | Basic Materials |
| BIO Bio-Rad Laboratories, Inc. | $209,063 | $725.52M | $725.73M | 0.6% | $773.48M | Healthcare |
| TXN Texas Instruments Incorporated | $10.70M | $713.32M | $724.02M | 0.6% | $1.11B | Technology |
| CL Colgate-Palmolive Company | $5.52M | $691.79M | $697.31M | 0.6% | $758.92M | Consumer Defensive |
| PPG PPG Industries, Inc. | $1.41M | $687.78M | $689.19M | 0.6% | $790.63M | Basic Materials |
| NOV NOV Inc. | $1.31M | $684.84M | $686.15M | 0.6% | $660.26M | Energy |
| IFF International Flavors & Fragran | $446,884 | $675.78M | $676.23M | 0.6% | $756.39M | Basic Materials |
| NE Noble Corporation plc | $330,291 | $665.48M | $665.81M | 0.6% | $503.12M | Energy and Utilities |
| ADP Automatic Data Processing, Inc. | $2.46M | $579.02M | $581.48M | 0.5% | $674.63M | Technology |
| BRO Brown & Brown, Inc. | $747,298 | $575.36M | $576.11M | 0.5% | $595.10M | Financial Services |
| EQR Equity Residential | $258,760 | $560.13M | $560.39M | 0.5% | $650.21M | Real Estate |
| OMC Omnicom Group Inc. | $1.52M | $550.00M | $551.52M | 0.5% | $557.38M | Communication Services |
| DG Dollar General Corporation | $1.55M | $529.02M | $530.57M | 0.5% | $514.79M | Consumer Defensive |
| IPGP IPG Photonics Corporation | $341,822 | $526.35M | $526.69M | 0.5% | $525.87M | Technology |
| AXP American Express Company | $18.28M | $502.91M | $521.19M | 0.5% | $599.62M | Financial Services |
| DIS Walt Disney Company (The) | $11.37M | $506.39M | $517.76M | 0.5% | $514.16M | Communication Services |
| EXR Extra Space Storage Inc | $715,460 | $503.37M | $504.08M | 0.4% | $566.20M | Real Estate |
| GOOGL Alphabet Inc. | $136.18M | $344.57M | $480.75M | 0.7% | $603.88M | Communication Services |
| USB U.S. Bancorp | $8.55M | $469.03M | $477.58M | 0.4% | $568.95M | Financial Services |
| WAT Waters Corporation | $5.72M | $469.09M | $474.81M | 0.4% | $602.89M | Healthcare |
| BRK-A Berkshire Hathaway Inc. | $17.24M | $405.75M | $422.98M | 0.4% | — | Financial Services |
| FI Fiserv, Inc. | $1.43M | $418.23M | $419.67M | 0.4% | — | Technology |
| CMI Cummins Inc. | $3.49M | $412.79M | $416.28M | 0.4% | $527.92M | Industrials |
| FNF FNF Group of Fidelity National | $369,724 | $411.86M | $412.23M | 0.4% | $426.01M | Financial Services |
| DE Deere & Company | $9.08M | $300.25M | $309.33M | 0.3% | $344.66M | Industrials |
| CSL Carlisle Companies Incorporated | $593,204 | $264.62M | $265.21M | 0.2% | $286.86M | Industrials |
| RGLD Royal Gold, Inc. | $1.01M | $233.52M | $234.54M | 0.2% | $183.20M | Basic Materials |
| KGC Kinross Gold Corporation | $1.97M | $217.94M | $219.91M | 0.2% | $169.11M | Basic Materials |
| XRAY DENTSPLY SIRONA Inc. | $294,664 | $175.48M | $175.78M | 0.2% | $168.05M | Healthcare |
| GFI Gold Fields Limited | $1.22M | $160.53M | $161.74M | 0.1% | $120.17M | Basic Materials |
| FERG Ferguson Enterprises Inc. | $1.80M | $147.73M | $149.53M | 0.1% | $146.92M | Industrials |
| BRK-B Berkshire Hathaway Inc. New | $121.01M | $27.60M | $148.61M | 0.4% | — | Financial Services |
| AU AngloGold Ashanti | $885,944 | $145.13M | $146.02M | 0.1% | $121.32M | — |
| PAAS Pan American Silver Corp. | $568,808 | $132.27M | $132.84M | 0.1% | $107.62M | Basic Materials |
| BIL SPDR Bloomberg 1-3 Month T-Bill | $3.95M | $124.94M | $128.90M | 0.1% | $128.56M | — |
| SPY SPDR S&P 500 | $103.02M | $11.06M | $114.08M | 0.3% | $130.82M | — |
| SHEL Shell PLC | $4.49M | $98.30M | $102.79M | 0.1% | $84.63M | Energy |
| BTI British American Tobacco Indus | $1.95M | $97.56M | $99.51M | 0.1% | $103.07M | Consumer Defensive |
| HD Home Depot, Inc. (The) | $72.04M | $16.72M | $88.76M | 0.2% | $94.69M | Consumer Cyclical |
| NG Novagold Resources Inc. | $763,148 | $82.37M | $83.14M | 0.1% | $56.20M | Basic Materials |
| EPD Enterprise Products Partners L. | $2.49M | $73.47M | $75.95M | 0.1% | $73.30M | Energy |
| PWR Quanta Services, Inc. | $70.74M | $1.02M | $71.75M | 0.2% | $90.36M | Industrials |
| ACN Accenture plc | $32.49M | $17.89M | $50.38M | 0.1% | $33.32M | Technology |
| HLN Haleon plc | $1.02M | $40.37M | $41.38M | 0.0% | $38.87M | Healthcare |
| KOF Coca Cola Femsa S.A.B. de C.V. | $431,204 | $38.31M | $38.74M | 0.0% | $42.02M | Consumer Defensive |
| LYG Lloyds Banking Group Plc | $610,995 | $37.24M | $37.85M | 0.0% | $44.40M | Financial Services |
| ITUB Itau Unibanco Banco Holding SA | $572,692 | $27.76M | $28.33M | 0.0% | $27.48M | Financial Services |
| RELX RELX PLC PLC | $1.68M | $26.59M | $28.27M | 0.0% | $26.76M | Industrials |
| AEIS Advanced Energy Industries, Inc | $728,357 | $26.40M | $27.13M | 0.0% | $29.96M | Industrials |
| PEP Pepsico, Inc. | $18.69M | $7.21M | $25.90M | 0.1% | $23.55M | Consumer Defensive |
| UNH UnitedHealth Group Incorporated | $14.64M | $11.04M | $25.68M | 0.1% | $40.48M | Healthcare |
| CAE CAE Inc. | $1.31M | $24.35M | $25.66M | 0.0% | $24.86M | Industrials |
| TEL TE Connectivity | $2.37M | $22.11M | $24.48M | 0.0% | $23.59M | — |
| TTMI TTM Technologies, Inc. | $343,114 | $21.87M | $22.21M | 0.0% | $40.97M | Technology |
| ABCB Ameris Bancorp | $282,636 | $19.30M | $19.58M | 0.0% | $23.01M | Financial Services |
| VIAV Viavi Solutions Inc. | $425,785 | $18.63M | $19.06M | 0.0% | $26.95M | Technology |
| WCC WESCO International, Inc. | $4.96M | $14.00M | $18.95M | 0.0% | $22.22M | Industrials |
| CMC Commercial Metals Company | $482,481 | $17.54M | $18.02M | 0.0% | $17.96M | Basic Materials |
| NPO Enpro Inc. | $421,690 | $17.51M | $17.93M | 0.0% | $25.81M | Industrials |
| FORM FormFactor, Inc. | $270,214 | $17.44M | $17.71M | 0.0% | $26.87M | Technology |
| SPB Spectrum Brands Holdings, Inc. | $527,322 | $17.12M | $17.65M | 0.0% | $20.63M | Consumer Defensive |
| GD General Dynamics Corporation | $17.31M | $33,292 | $17.34M | 0.0% | $18.33M | Industrials |
| IBP Installed Building Products, In | $342,309 | $16.93M | $17.27M | 0.0% | $14.59M | Consumer Cyclical |
| ONB Old National Bancorp | $486,952 | $15.40M | $15.89M | 0.0% | $18.85M | Financial Services |
| OTIS Otis Worldwide Corporation | $710,818 | $15.11M | $15.82M | 0.0% | $14.50M | Industrials |
| LNC Lincoln National Corporation | $240,264 | $15.21M | $15.45M | 0.0% | $15.76M | Financial Services |
| FUL H. B. Fuller Company | $1.04M | $14.10M | $15.14M | 0.0% | $14.06M | Basic Materials |
| TMHC Taylor Morrison Home Corporatio | $1.12M | $13.99M | $15.11M | 0.0% | $18.61M | Consumer Cyclical |
| OUT Outfront Media | $343,679 | $14.38M | $14.72M | 0.0% | $18.25M | — |
| ROG Rogers Corporation | $459,910 | $14.15M | $14.61M | 0.0% | $21.38M | Technology |
| PLXS Plexus Corp. | $300,975 | $13.68M | $13.98M | 0.0% | $20.03M | Technology |
| Y2106R110 Dorian LPG | $240,563 | $13.51M | $13.75M | 0.0% | — | — |
| ACA Arcosa, Inc. | $275,009 | $13.44M | $13.72M | 0.0% | $18.69M | Industrials |
| TRN Trinity Industries, Inc. | $206,982 | $13.37M | $13.58M | 0.0% | $14.30M | Industrials |
| BCC Boise Cascade, L.L.C. | $268,206 | $12.92M | $13.19M | 0.0% | $13.12M | Basic Materials |
| FLEX Flex | $11.62M | $1.32M | $12.94M | 0.0% | $30.35M | — |
| ONTO Onto Innovation Inc. | $3.93M | $8.81M | $12.75M | 0.0% | $21.84M | Technology |
| EXP Eagle Materials Inc | $322,065 | $12.42M | $12.74M | 0.0% | $14.73M | Basic Materials |
| VLY Valley National Bancorp | $753,444 | $11.93M | $12.68M | 0.0% | $15.29M | Financial Services |
| G0692U109 Axis Capital | $3.09M | $9.20M | $12.29M | 0.0% | — | — |
| DEO Diageo plc | $346,790 | $11.85M | $12.20M | 0.0% | $12.90M | Consumer Defensive |
| BDC Belden Inc | $202,232 | $11.78M | $11.98M | 0.0% | $12.19M | Technology |
| RDNT RadNet, Inc. | $6.32M | $5.26M | $11.58M | 0.0% | $13.59M | Healthcare |
| CBT Cabot Corporation | $1.14M | $10.29M | $11.43M | 0.0% | $13.16M | Basic Materials |
| ORI Old Republic International Corp | $578,082 | $10.68M | $11.26M | 0.0% | $11.57M | Financial Services |
| DY Dycom Industries, Inc. | $276,139 | $10.64M | $10.91M | 0.0% | $15.15M | Industrials |
| HUN Huntsman Corporation | $584,117 | $10.25M | $10.83M | 0.0% | $8.59M | Basic Materials |
| WPC W. P. Carey Inc. REIT | $10.43M | $4,010 | $10.43M | 0.0% | $10.87M | Real Estate |
| TKR Timken Company (The) | $1.15M | $9.24M | $10.38M | 0.0% | $14.64M | Industrials |
| CDE Coeur Mining, Inc. | $199,375 | $10.06M | $10.26M | 0.0% | $9.04M | Basic Materials |
| BKH Black Hills Corporation | $1.18M | $8.94M | $10.12M | 0.0% | $10.74M | Utilities |
| MUR Murphy Oil Corporation | $1.53M | $8.50M | $10.03M | 0.0% | $7.66M | Energy |
| CENX Century Aluminum Company | $337,468 | $9.57M | $9.91M | 0.0% | $7.27M | Basic Materials |
| OGS ONE Gas, Inc. | $624,615 | $9.24M | $9.86M | 0.0% | $8.74M | Utilities |
| DGII Digi International Inc. | $1.19M | $8.37M | $9.56M | 0.0% | $14.70M | Technology |
| HL Hecla Mining Company | $427,728 | $9.08M | $9.51M | 0.0% | $7.96M | Basic Materials |
| FN Fabrinet | $1.23M | $7.93M | $9.16M | 0.0% | $9.61M | — |
| NVT nVent Electric | $7.75M | $1.22M | $8.97M | 0.0% | $12.13M | — |
| CW Curtiss-Wright Corporation | $7.84M | $954,249 | $8.80M | 0.0% | $9.79M | Industrials |
| FLS Flowserve Corporation | $521,701 | $8.22M | $8.74M | 0.0% | $8.60M | Industrials |
| CENTA Central Garden & Pet Company | $216,177 | $8.44M | $8.66M | 0.0% | $10.36M | Consumer Defensive |
| CAKE The Cheesecake Factory Incorpor | $247,293 | $8.08M | $8.33M | 0.0% | $12.11M | Consumer Cyclical |
| GXO GXO Logistics, Inc. | $1.34M | $6.56M | $7.91M | 0.0% | $7.82M | Industrials |
| PUMP ProPetro Holding Corp. | $176,552 | $7.46M | $7.64M | 0.0% | $7.08M | Energy |
| IAU iShares Gold Trust Shares of th | $7.08M | $252,843 | $7.33M | 0.0% | $6.32M | — |
| NVST Envista Holdings Corporation | $304,085 | $6.71M | $7.01M | 0.0% | $7.51M | Healthcare |
| OLN Olin Corporation | $570,876 | $6.35M | $6.93M | 0.0% | $4.56M | Basic Materials |
| OSIS OSI Systems, Inc. | $338,791 | $6.55M | $6.89M | 0.0% | $5.57M | Technology |
| FTAI FTAI Aviation | $5.81M | $1.03M | $6.85M | 0.0% | $7.32M | — |
| COLB Columbia Banking System, Inc. | $421,462 | $6.28M | $6.70M | 0.0% | $7.94M | Financial Services |
| ROST Ross Stores, Inc. | $3.16M | $3.51M | $6.67M | 0.0% | $6.53M | Consumer Cyclical |
| IDA IDACORP, Inc. | $607,330 | $5.94M | $6.55M | 0.0% | $6.88M | Utilities |
| ADI Analog Devices, Inc. | $6.49M | $15,271 | $6.51M | 0.0% | $7.96M | Technology |
| G8473T100 STERIS | $6.19M | $3,980 | $6.19M | 0.0% | — | — |
| RDN Radian Group Inc. | $224,698 | $5.95M | $6.17M | 0.0% | $7.04M | Financial Services |
| EVR Evercore Inc. | $4.89M | $1.17M | $6.05M | 0.0% | $6.91M | Financial Services |
| QXO QXO, Inc. | $1.61M | $4.33M | $5.94M | 0.0% | $5.06M | Technology |
| DGX Quest Diagnostics Incorporated | $5.30M | $587,940 | $5.89M | 0.0% | $6.49M | Healthcare |
| SBUX Starbucks Corporation | $4.26M | $1.47M | $5.73M | 0.0% | $6.61M | Consumer Cyclical |
| DNOW DNOW Inc. | $1.01M | $4.21M | $5.22M | 0.0% | $5.61M | Industrials |
| KMPR Kemper Corporation | $383,804 | $4.56M | $4.94M | 0.0% | $4.57M | Financial Services |
| WMB Williams Companies, Inc. (The) | $4.31M | $315,429 | $4.62M | 0.0% | $4.62M | Energy |
| DAL Delta Air Lines, Inc. | $3.61M | $800,818 | $4.41M | 0.0% | $6.17M | Industrials |
| CAH Cardinal Health, Inc. | $2.89M | $1.23M | $4.12M | 0.0% | $4.63M | Healthcare |
| CIEN Ciena Corporation | $3.00M | $1.01M | $4.01M | 0.0% | $4.77M | Technology |
| CASY Caseys General Stores, Inc. | $2.98M | $582,288 | $3.56M | 0.0% | $3.83M | Consumer Cyclical |
| ESI Element Solutions Inc. | $1.02M | $1.93M | $2.95M | 0.0% | $3.95M | Basic Materials |
| ECL Ecolab Inc. | $2.75M | $2,128 | $2.75M | 0.0% | $2.88M | Basic Materials |
| CRH CRH | $2.35M | $305,046 | $2.66M | 0.0% | $2.67M | — |
| ACCO Acco Brands Corporation | $37,302 | $2.49M | $2.53M | 0.0% | $3.67M | Industrials |
| APD Air Products and Chemicals, Inc | $2.50M | $4,938 | $2.51M | 0.0% | $2.65M | Basic Materials |
| JBHT J.B. Hunt Transport Services, I | $1.52M | $960,331 | $2.48M | 0.0% | $3.39M | Industrials |
| EQIX Equinix, Inc. | $1.85M | $545,994 | $2.39M | 0.0% | $2.48M | Real Estate |
| URI United Rentals, Inc. | $2.30M | $4,371 | $2.30M | 0.0% | $3.51M | Industrials |
| GTES Gates Industrial | $399,406 | $1.89M | $2.29M | 0.0% | $2.75M | — |
| TRGP Targa Resources, Inc. | $2.20M | $5,265 | $2.21M | 0.0% | $2.27M | Energy |
| PHM PulteGroup, Inc. | $1.84M | $356,476 | $2.19M | 0.0% | $2.47M | Consumer Cyclical |
| COHR Coherent Corp. | $1.05M | $1.08M | $2.13M | 0.0% | $3.30M | Technology |
| ODFL Old Dominion Freight Line, Inc. | $2.07M | $4,103 | $2.07M | 0.0% | $2.31M | Industrials |
| GNRC Generac Holdlings Inc. | $1.19M | $878,985 | $2.07M | 0.0% | $2.86M | Industrials |
| ENTG Entegris, Inc. | $834,366 | $1.18M | $2.01M | 0.0% | $2.83M | Technology |
| EGP EastGroup Properties, Inc. | $1.73M | $208,967 | $1.94M | 0.0% | $2.15M | Real Estate |
| JLL Jones Lang LaSalle Incorporated | $1.83M | $4,260 | $1.84M | 0.0% | $1.92M | Real Estate |
| LUV Southwest Airlines Company | $1.45M | $375,700 | $1.83M | 0.0% | $2.45M | Industrials |
| LFUS Littelfuse, Inc. | $637,651 | $1.14M | $1.77M | 0.0% | $2.30M | Technology |
| RS Reliance, Inc. | $1.41M | $326,410 | $1.74M | 0.0% | $2.13M | Basic Materials |
| CHK CHESAPEAKE ENERGY CORP | $619,520 | $1.08M | $1.70M | 0.0% | — | Energy |
| RKT Rocket Companies, Inc. | $746,156 | $922,887 | $1.67M | 0.0% | $1.86M | Financial Services |
| RJF Raymond James Financial, Inc. | $1.30M | $357,776 | $1.66M | 0.0% | $1.81M | Financial Services |
| PR Permian Resources Corporation | $554,886 | $1.09M | $1.65M | 0.0% | $1.38M | Energy |
| DINO HF Sinclair Corporation | $542,149 | $1.04M | $1.58M | 0.0% | $1.84M | Energy |
| DCI Donaldson Company, Inc. | $1.27M | $271,584 | $1.54M | 0.0% | $1.61M | Industrials |
| GEHC GE HealthCare Technologies Inc. | $1.52M | $3,915 | $1.53M | 0.0% | $1.39M | Healthcare |
| CP Canadian Pacific Kansas City Li | $1.20M | $266,188 | $1.47M | 0.0% | $1.60M | Industrials |
| RPM RPM International Inc. | $1.27M | $176,236 | $1.45M | 0.0% | $1.61M | Basic Materials |
| TOL Toll Brothers, Inc. | $1.04M | $353,594 | $1.39M | 0.0% | $1.61M | Consumer Cyclical |
| XPO XPO, Inc. | $666,723 | $720,808 | $1.39M | 0.0% | $1.48M | Industrials |
| RRX Regal Rexnord Corporation | $359,687 | $1.01M | $1.37M | 0.0% | $1.68M | Industrials |
| RGA Reinsurance Group of America, I | $1.35M | $3,879 | $1.35M | 0.0% | $1.43M | Financial Services |
| CLH Clean Harbors, Inc. | $226,804 | $1.09M | $1.32M | 0.0% | $1.34M | Industrials |
| TDY Teledyne Technologies Incorpora | $1.31M | $4,235 | $1.31M | 0.0% | $1.44M | Technology |
| THC Tenet Healthcare Corporation | $282,311 | $1.02M | $1.30M | 0.0% | $1.32M | Healthcare |
| AWK American Water Works Company, I | $1.22M | $83,831 | $1.30M | 0.0% | $1.26M | Utilities |
| TXRH Texas Roadhouse, Inc. | $700,421 | $526,136 | $1.23M | 0.0% | $1.42M | Consumer Cyclical |
| DASH DoorDash, Inc. | $1.20M | $2,553 | $1.20M | 0.0% | $1.51M | Communication Services |
| SN SharkNinja | $286,953 | $850,801 | $1.14M | 0.0% | $1.63M | — |
| CIGI Colliers International Group In | $259,102 | $843,256 | $1.10M | 0.0% | $993,554 | Real Estate |
| HLI Houlihan Lokey, Inc. | $375,998 | $700,147 | $1.08M | 0.0% | $1.03M | Financial Services |
| DXCM DexCom, Inc. | $1.04M | $3,642 | $1.05M | 0.0% | $1.15M | Healthcare |
| EXEL Exelixis, Inc. | $544,875 | $428,900 | $973,775 | 0.0% | $1.23M | Healthcare |
| UGI UGI Corporation | $544,827 | $426,150 | $970,977 | 0.0% | $916,072 | Utilities |
| LPLA LPL Financial Holdings Inc. | $929,884 | $1,805 | $931,689 | 0.0% | $908,257 | Financial Services |
| ENSG The Ensign Group, Inc. | $610,951 | $251,271 | $862,222 | 0.0% | $705,265 | Healthcare |
| WCN Waste Connections, Inc. | $826,399 | $4,061 | $830,460 | 0.0% | $841,998 | Industrials |
| CNI Canadian National Railway Compa | $567,159 | $247,069 | $814,228 | 0.0% | $948,855 | Industrials |
| CHWY Chewy, Inc. | $217,188 | $580,500 | $797,688 | 0.0% | $608,606 | Consumer Cyclical |
| ARMK Aramark | $307,815 | $445,940 | $753,755 | 0.0% | $1.04M | Industrials |
| LRN Stride, Inc. | $342,196 | $376,310 | $718,506 | 0.0% | $721,757 | Consumer Defensive |
| CLX Clorox Company (The) | $666,672 | $3,627 | $670,299 | 0.0% | $623,645 | Consumer Defensive |
| MSA MSA Safety Incorporated | $401,678 | $3,935 | $405,613 | 0.0% | $421,273 | Industrials |
| LOPE Grand Canyon Education, Inc. | $372,706 | $4,081 | $376,787 | 0.0% | $328,633 | Consumer Defensive |
Largest Shared Position
Alphabet Inc. (GOOG) represents the largest overlapping position between Sequoia Financial Advisors and First Eagle U.S. Value based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $2.34B, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Basic Materials | $8.61B | AEM, APD, BCC, CBT, CDE, CENX, CMC, ECL, ESI, EXP, FNV, FUL, GFI, HL, HUN, IFF, KGC, NEM, NG, NTR, OLN, PAAS, PPG, RGLD, RPM, RS, WPM |
| Technology | $8.05B | ACN, ADI, ADP, BDC, CIEN, COHR, CRM, DGII, ENTG, FI, FORM, IPGP, LFUS, MSFT, ONTO, ORCL, OSIS, PLXS, QXO, ROG, TDY, TSM, TTMI, TXN, VIAV, WDAY |
| Communication Services | $7.74B | CHTR, CMCSA, DASH, DIS, GOOG, GOOGL, META, OMC |
| Healthcare | $6.90B | BDX, BIO, CAH, DGX, DXCM, ELV, ENSG, EXEL, GEHC, HCA, HLN, NVST, RDNT, THC, UHS, UNH, WAT, XRAY |
| Energy | $6.44B | CHK, DINO, EPD, IMO, MUR, NOV, OKE, PR, PUMP, SHEL, SLB, TRGP, WMB, XOM |
| Consumer Defensive | $4.87B | ABEV, BTI, CENTA, CL, CLX, DEO, DG, FMX, KOF, LOPE, LRN, PEP, PM, SPB |
| Other | $4.75B | AU, B, BIL, CRH, FLEX, FN, FTAI, G0692U109, G8473T100, GLD, GTES, IAU, MDT, NVT, OUT, SN, SPY, TEL, WTW, Y2106R110 |
| Financial Services | $3.91B | ABCB, AXP, BK, BRK-A, BRK-B, BRO, COLB, EVR, FNF, HLI, ITUB, KMPR, LNC, LPLA, LYG, ONB, ORI, RDN, RGA, RJF, RKT, USB, VLY |
| Industrials | $3.28B | ACA, ACCO, AEIS, ARMK, CAE, CHRW, CLH, CMI, CNI, CP, CSL, CW, DAL, DCI, DE, DNOW, DY, EXPD, FERG, FLS, GD, GNRC, GXO, JBHT, LUV, MSA, NPO, ODFL, OTIS, PWR, RELX, RRX, TKR, TRN, URI, WCC, WCN, XPO |
| Real Estate | $2.21B | CIGI, EGP, EQIX, EQR, EXR, JLL, WPC, WY |
| Energy and Utilities | $665.81M | NE |
| Consumer Cyclical | $151.05M | CAKE, CASY, CHWY, HD, IBP, PHM, ROST, SBUX, TMHC, TOL, TXRH |
| Utilities | $28.81M | AWK, BKH, IDA, OGS, UGI |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and First Eagle U.S. Value 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: GOOG ($2.34B combined).
- Highest average portfolio weight in overlap: GOOG (2.4% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($579.46M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and First Eagle U.S. Value increased between Q4 2001 and Q1 2001, with 213 shared holdings in the latest period ($57.61B combined reported value) versus 212 in the prior period ($55.73B).
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 |
Related Overlap Pages
- Sequoia Financial Advisors portfolio
- First Eagle U.S. Value portfolio
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- Situational Awareness Partners & TCI Fund Management Shared Holdings
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- Situational Awareness Partners & Dodge & Cox Stock Fund Shared Holdings
- Situational Awareness Partners & Trian Fund Management Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings