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 June 30, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
235 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 403 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. | $269.00M | $2.59B | $2.85B | 2.9% | $2.77B | Communication Services |
| BDX Becton, Dickinson and Company | $1.52M | $2.09B | $2.09B | 1.8% | $2.54B | Healthcare |
| META Meta Platforms, Inc. | $154.91M | $1.81B | $1.97B | 1.9% | $2.06B | Communication Services |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $1.79B | $1.82B | 1.6% | $1.62B | Technology |
| FMX Fomento Economico Mexicano S.A. | $612,481 | $1.66B | $1.66B | 1.4% | $1.54B | Consumer Defensive |
| ELV Elevance Health, Inc. | $6.35M | $1.62B | $1.63B | 1.4% | $1.68B | Healthcare |
| WPM Wheaton Precious Metals Corp | $2.49M | $1.60B | $1.60B | 1.4% | $1.91B | Basic Materials |
| IMO Imperial Oil Limited | $543,465 | $1.52B | $1.53B | 1.3% | $1.81B | Energy |
| BK The Bank of New York Mellon Cor | $9.18M | $1.34B | $1.35B | 1.2% | $1.28B | Financial Services |
| SLB Schlumberger N.V. | $4.24M | $1.34B | $1.35B | 1.1% | $1.56B | Energy |
| HCA HCA Healthcare, Inc. | $1.79M | $1.28B | $1.29B | 1.1% | $1.34B | Healthcare |
| ORCL Oracle Corporation | $16.05M | $1.25B | $1.26B | 1.1% | $1.30B | Technology |
| WY Weyerhaeuser Company | $773,825 | $1.23B | $1.23B | 1.0% | $1.26B | Real Estate |
| CRM Salesforce, Inc. | $29.94M | $1.14B | $1.17B | 1.0% | $1.47B | Technology |
| WTW Willis Towers Watson | $687,462 | $1.17B | $1.17B | 1.0% | $1.49B | — |
| ADP Automatic Data Processing, Inc. | $2.95M | $1.16B | $1.16B | 1.0% | $1.42B | Technology |
| FNV Franco-Nevada Corporation | $1.37M | $1.10B | $1.10B | 0.9% | $1.24B | Basic Materials |
| ABEV Ambev S.A. | $459,684 | $1.10B | $1.10B | 0.9% | $978.51M | Consumer Defensive |
| PM Philip Morris International Inc | $18.63M | $1.07B | $1.09B | 1.0% | $1.15B | Consumer Defensive |
| GLD SPDR Gold Trust | $168.07M | $917.86M | $1.09B | 1.2% | $1.18B | — |
| NEM Newmont Corporation | $3.59M | $1.08B | $1.08B | 0.9% | $1.37B | Basic Materials |
| MDT Medtronic | $3.43M | $1.08B | $1.08B | 0.9% | $1.26B | — |
| WDAY Workday, Inc. | $748,972 | $1.08B | $1.08B | 0.9% | $1.75B | Technology |
| MSFT Microsoft Corporation | $338.04M | $723.74M | $1.06B | 1.5% | $1.41B | Technology |
| OKE ONEOK, Inc. | $18.54M | $1.03B | $1.05B | 0.9% | $1.14B | Energy |
| CMCSA Comcast Corporation | $13.19M | $937.15M | $950.33M | 0.8% | $1.01B | Communication Services |
| BKNG Booking Holdings Inc. Common St | $5.84M | $876.32M | $882.16M | 0.8% | $1.05B | Consumer Cyclical |
| AEM Agnico Eagle Mines Limited | $1.84M | $806.00M | $807.83M | 0.7% | $970.43M | Basic Materials |
| PPG PPG Industries, Inc. | $1.42M | $789.58M | $791.00M | 0.7% | $744.17M | Basic Materials |
| CL Colgate-Palmolive Company | $6.23M | $752.30M | $758.53M | 0.6% | $760.77M | Consumer Defensive |
| BRO Brown & Brown, Inc. | $811,913 | $752.32M | $753.13M | 0.6% | $828.15M | Financial Services |
| IFF International Flavors & Fragran | $587,489 | $745.44M | $746.02M | 0.6% | $792.73M | Basic Materials |
| B Barrick Gold | $1.41M | $731.60M | $733.01M | 0.6% | $830.20M | — |
| CHRW C.H. Robinson Worldwide, Inc. | $8.56M | $686.02M | $694.57M | 0.6% | $547.91M | Industrials |
| UHS Universal Health Services, Inc. | $1.04M | $677.23M | $678.28M | 0.6% | $775.58M | Healthcare |
| EQR Equity Residential | $375,269 | $647.31M | $647.69M | 0.5% | $629.00M | Real Estate |
| NTR Nutrien Ltd. | $771,679 | $627.69M | $628.46M | 0.5% | $681.28M | Basic Materials |
| BXP BXP, Inc. | $215,435 | $627.77M | $627.99M | 0.5% | $648.26M | Real Estate |
| AXP American Express Company | $20.53M | $568.31M | $588.84M | 0.5% | $596.20M | Financial Services |
| NOV NOV Inc. | $1.29M | $569.20M | $570.49M | 0.5% | $650.14M | Energy |
| EXR Extra Space Storage Inc | $722,300 | $563.33M | $564.05M | 0.5% | $574.14M | Real Estate |
| USB U.S. Bancorp | $9.84M | $551.03M | $560.87M | 0.5% | $607.49M | Financial Services |
| OMC Omnicom Group Inc. | $893,684 | $534.81M | $535.70M | 0.5% | $644.12M | Communication Services |
| FI Fiserv, Inc. | $930,644 | $532.57M | $533.50M | 0.5% | — | Technology |
| DIS Walt Disney Company (The) | $10.64M | $517.37M | $528.02M | 0.5% | $586.17M | Communication Services |
| NE Noble Corporation plc | $243,980 | $520.60M | $520.85M | 0.4% | $629.76M | Energy and Utilities |
| DG Dollar General Corporation | $1.46M | $518.00M | $519.45M | 0.4% | $556.32M | Consumer Defensive |
| CHTR Charter Communications, Inc. | $674,803 | $510.16M | $510.83M | 0.4% | $554.15M | Communication Services |
| WAT Waters Corporation | $7.36M | $500.72M | $508.08M | 0.4% | $558.38M | Healthcare |
| CSL Carlisle Companies Incorporated | $616,346 | $447.83M | $448.45M | 0.4% | $457.46M | Industrials |
| BRK-A Berkshire Hathaway Inc. | $17.22M | $423.10M | $440.32M | 0.4% | $444.28M | Financial Services |
| FNF FNF Group of Fidelity National | $399,732 | $423.36M | $423.76M | 0.4% | $444.51M | Financial Services |
| IPGP IPG Photonics Corporation | $280,982 | $391.72M | $392.00M | 0.3% | $286.65M | Technology |
| CMI Cummins Inc. | $5.55M | $382.90M | $388.45M | 0.3% | $343.82M | Industrials |
| GOOGL Alphabet Inc. | $168.86M | $185.45M | $354.30M | 0.6% | $342.93M | Communication Services |
| DE Deere & Company | $11.66M | $340.56M | $352.22M | 0.3% | $338.07M | Industrials |
| EXPD Expeditors International of Was | $1.47M | $329.38M | $330.85M | 0.3% | $377.83M | Industrials |
| HCC Warrior Met Coal, Inc. | $220,350 | $314.82M | $315.04M | 0.3% | $381.19M | Basic Materials |
| RGLD Royal Gold, Inc. | $770,718 | $172.02M | $172.79M | 0.1% | $199.69M | Basic Materials |
| FERG Ferguson Enterprises Inc. | $1.71M | $156.41M | $158.12M | 0.1% | $163.19M | Industrials |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $33.84M | $157.56M | 0.3% | $158.70M | Financial Services |
| KGC Kinross Gold Corporation | $1.64M | $151.52M | $153.16M | 0.1% | $177.09M | Basic Materials |
| AU AngloGold Ashanti | $658,983 | $120.58M | $121.24M | 0.1% | $144.34M | — |
| GFI Gold Fields Limited | $1.01M | $118.77M | $119.77M | 0.1% | $143.49M | Basic Materials |
| BIL SPDR Bloomberg 1-3 Month T-Bill | $15.98M | $98.71M | $114.70M | 0.1% | $114.56M | — |
| PAAS Pan American Silver Corp. | $492,557 | $108.26M | $108.76M | 0.1% | $115.15M | Basic Materials |
| BTI British American Tobacco Indus | $2.32M | $106.16M | $108.47M | 0.1% | $100.22M | Consumer Defensive |
| HD Home Depot, Inc. (The) | $81.01M | $18.61M | $99.63M | 0.2% | $95.72M | Consumer Cyclical |
| PWR Quanta Services, Inc. | $97.84M | $1.33M | $99.17M | 0.2% | $94.45M | Industrials |
| SHEL Shell PLC | $3.27M | $83.22M | $86.49M | 0.1% | $100.91M | Energy |
| EPD Enterprise Products Partners L. | $2.46M | $71.98M | $74.44M | 0.1% | $78.77M | Energy |
| UCTT Ultra Clean Holdings, Inc. | $333,376 | $49.61M | $49.94M | 0.0% | $29.75M | Technology |
| NG Novagold Resources Inc. | $507,689 | $44.69M | $45.20M | 0.0% | $60.11M | Basic Materials |
| DEO Diageo plc | $442,722 | $44.54M | $44.99M | 0.0% | $53.41M | Consumer Defensive |
| VSH Vishay Intertechnology, Inc. | $385,034 | $43.90M | $44.28M | 0.0% | $28.88M | Technology |
| KOF Coca Cola Femsa S.A.B. de C.V. | $473,073 | $41.73M | $42.20M | 0.0% | $43.27M | Consumer Defensive |
| COHU Cohu, Inc. | $1.22M | $40.54M | $41.77M | 0.0% | $33.51M | Technology |
| LYG Lloyds Banking Group Plc | $683,371 | $40.82M | $41.50M | 0.0% | $44.21M | Financial Services |
| UNH UnitedHealth Group Incorporated | $23.63M | $17.61M | $41.23M | 0.1% | $39.85M | Healthcare |
| HLN Haleon plc | $520,842 | $39.42M | $39.94M | 0.0% | $41.53M | Healthcare |
| ONTO Onto Innovation Inc. | $8.28M | $30.01M | $38.29M | 0.0% | $33.56M | Technology |
| VECO Veeco Instruments Inc. | $1.10M | $35.16M | $36.26M | 0.0% | $25.07M | Technology |
| MTRN Materion Corporation | $304,825 | $35.48M | $35.78M | 0.0% | $34.07M | Basic Materials |
| AEIS Advanced Energy Industries, Inc | $808,410 | $34.13M | $34.94M | 0.0% | $30.95M | Industrials |
| BHE Benchmark Electronics, Inc. | $308,784 | $34.63M | $34.94M | 0.0% | $28.95M | Technology |
| NPO Enpro Inc. | $646,963 | $33.97M | $34.62M | 0.0% | $31.53M | Industrials |
| RELX RELX PLC PLC | $994,467 | $32.96M | $33.96M | 0.0% | $36.92M | Industrials |
| DCO Ducommun Incorporated | $218,178 | $32.67M | $32.88M | 0.0% | $36.75M | Industrials |
| TXN Texas Instruments Incorporated | $17.22M | $15.64M | $32.86M | 0.1% | $30.82M | Technology |
| FLEX Flex | $28.97M | $2.69M | $31.66M | 0.1% | $24.64M | — |
| ROG Rogers Corporation | $696,672 | $30.83M | $31.52M | 0.0% | $27.51M | Technology |
| TTMI TTM Technologies, Inc. | $735,176 | $29.44M | $30.17M | 0.0% | $22.59M | Technology |
| ABCB Ameris Bancorp | $297,768 | $29.69M | $29.99M | 0.0% | $29.82M | Financial Services |
| IBP Installed Building Products, In | $250,756 | $29.32M | $29.57M | 0.0% | $30.91M | Consumer Cyclical |
| ITUB Itau Unibanco Banco Holding SA | $552,621 | $28.89M | $29.44M | 0.0% | $26.67M | Financial Services |
| PLXS Plexus Corp. | $497,008 | $27.68M | $28.18M | 0.0% | $25.06M | Technology |
| WCC WESCO International, Inc. | $8.06M | $18.22M | $26.28M | 0.0% | $27.51M | Industrials |
| KWR Quaker Houghton | $240,530 | $25.89M | $26.13M | 0.0% | $28.08M | Basic Materials |
| ONB Old National Bancorp | $527,299 | $25.56M | $26.09M | 0.0% | $27.37M | Financial Services |
| SPB Spectrum Brands Holdings, Inc. | $373,525 | $24.79M | $25.17M | 0.0% | $26.39M | Consumer Defensive |
| TEL TE Connectivity | $2.37M | $22.14M | $24.52M | 0.0% | $26.30M | — |
| CAE CAE Inc. | $1.30M | $22.99M | $24.29M | 0.0% | $25.42M | Industrials |
| CMC Commercial Metals Company | $458,336 | $21.99M | $22.44M | 0.0% | $25.62M | Basic Materials |
| PEP Pepsico, Inc. | $15.70M | $6.53M | $22.23M | 0.0% | $23.12M | Consumer Defensive |
| TKR Timken Company (The) | $1.48M | $20.68M | $22.16M | 0.0% | $20.36M | Industrials |
| ACN Accenture plc | $7.18M | $14.76M | $21.93M | 0.0% | $31.18M | Technology |
| FUL H. B. Fuller Company | $960,089 | $19.78M | $20.74M | 0.0% | $22.33M | Basic Materials |
| AIN Albany International Corporatio | $205,471 | $20.27M | $20.48M | 0.0% | $17.83M | Consumer Cyclical |
| CBT Cabot Corporation | $1.17M | $18.93M | $20.10M | 0.0% | $19.45M | Basic Materials |
| Y2106R110 Dorian LPG | $255,322 | $19.46M | $19.71M | 0.0% | — | — |
| G0692U109 Axis Capital | $3.29M | $16.33M | $19.62M | 0.0% | — | — |
| GD General Dynamics Corporation | $19.54M | $34,361 | $19.58M | 0.0% | $21.87M | Industrials |
| CON Concentra | $232,943 | $19.28M | $19.51M | 0.0% | $23.24M | — |
| LAD Lithia Motors, Inc. | $240,526 | $19.17M | $19.41M | 0.0% | $25.22M | Consumer Cyclical |
| ACA Arcosa, Inc. | $650,173 | $18.57M | $19.22M | 0.0% | $19.24M | Industrials |
| RDNT RadNet, Inc. | $7.10M | $12.03M | $19.13M | 0.0% | $23.68M | Healthcare |
| ESI Element Solutions Inc. | $1.47M | $17.51M | $18.97M | 0.0% | $15.42M | Basic Materials |
| TMHC Taylor Morrison Home Corporatio | $1.33M | $16.33M | $17.66M | 0.0% | $17.83M | Consumer Cyclical |
| VLY Valley National Bancorp | $1.10M | $16.38M | $17.48M | 0.0% | $17.91M | Financial Services |
| FORM FormFactor, Inc. | $449,084 | $16.97M | $17.42M | 0.0% | $14.34M | Technology |
| MUR Murphy Oil Corporation | $1.18M | $16.20M | $17.37M | 0.0% | $18.44M | Energy |
| DGII Digi International Inc. | $1.85M | $15.23M | $17.08M | 0.0% | $19.40M | Technology |
| GFF Griffon Corporation | $411,196 | $16.60M | $17.01M | 0.0% | $18.16M | Industrials |
| CENX Century Aluminum Company | $232,765 | $16.67M | $16.90M | 0.0% | $17.17M | Basic Materials |
| HSTM HealthStream, Inc. | $221,679 | $16.13M | $16.35M | 0.0% | $17.36M | Healthcare |
| TRN Trinity Industries, Inc. | $227,399 | $16.02M | $16.25M | 0.0% | $13.90M | Industrials |
| AXGN AxoGen, Inc. | $272,337 | $15.75M | $16.03M | 0.0% | $16.91M | Healthcare |
| GTES Gates Industrial | $954,225 | $15.01M | $15.97M | 0.0% | $15.85M | — |
| OTIS Otis Worldwide Corporation | $743,685 | $14.74M | $15.48M | 0.0% | $15.71M | Industrials |
| SMBK SmartFinancial, Inc. | $371,372 | $14.98M | $15.35M | 0.0% | $17.27M | Financial Services |
| BCC Boise Cascade, L.L.C. | $286,688 | $15.00M | $15.29M | 0.0% | $16.39M | Basic Materials |
| BKH Black Hills Corporation | $1.59M | $13.24M | $14.83M | 0.0% | $14.81M | Utilities |
| NVT nVent Electric | $12.98M | $1.76M | $14.74M | 0.0% | $14.90M | — |
| LRN Stride, Inc. | $270,025 | $14.47M | $14.74M | 0.0% | $14.25M | Consumer Defensive |
| DY Dycom Industries, Inc. | $426,213 | $14.18M | $14.60M | 0.0% | $12.10M | Industrials |
| OUT Outfront Media | $354,464 | $14.02M | $14.38M | 0.0% | $13.27M | — |
| ITRI Itron, Inc. | $3.40M | $10.82M | $14.22M | 0.0% | $16.69M | Technology |
| ACLS Axcelis Technologies, Inc. | $366,965 | $13.63M | $13.99M | 0.0% | $10.35M | Technology |
| FLS Flowserve Corporation | $415,445 | $13.16M | $13.57M | 0.0% | $14.80M | Industrials |
| OGS ONE Gas, Inc. | $611,397 | $12.39M | $13.00M | 0.0% | $13.66M | Utilities |
| FN Fabrinet | $1.38M | $11.57M | $12.95M | 0.0% | $13.14M | — |
| COLB Columbia Banking System, Inc. | $486,872 | $12.33M | $12.81M | 0.0% | $13.07M | Financial Services |
| DV DoubleVerify Holdings, Inc. | $204,931 | $12.57M | $12.78M | 0.0% | $15.67M | Technology |
| LNC Lincoln National Corporation | $239,663 | $12.33M | $12.57M | 0.0% | $16.16M | Financial Services |
| JBT John Bean Technologies Corporat | $270,301 | $12.22M | $12.49M | 0.0% | — | Industrials |
| BLDE Blade Air Mobility, Inc. | $53,196 | $12.20M | $12.25M | 0.0% | — | Industrials |
| HUN Huntsman Corporation | $396,857 | $11.62M | $12.02M | 0.0% | $11.65M | Basic Materials |
| QXO QXO, Inc. | $544,267 | $11.45M | $12.00M | 0.0% | $10.08M | Technology |
| ORI Old Republic International Corp | $617,111 | $11.37M | $11.98M | 0.0% | $12.55M | Financial Services |
| OSIS OSI Systems, Inc. | $259,379 | $11.41M | $11.67M | 0.0% | $12.18M | Technology |
| CENTA Central Garden & Pet Company | $259,837 | $11.24M | $11.50M | 0.0% | $11.23M | Consumer Defensive |
| PUMP ProPetro Holding Corp. | $176,325 | $11.13M | $11.30M | 0.0% | $9.54M | Energy |
| CAKE The Cheesecake Factory Incorpor | $232,177 | $10.63M | $10.86M | 0.0% | $15.48M | Consumer Cyclical |
| ENSG The Ensign Group, Inc. | $473,849 | $10.36M | $10.83M | 0.0% | $12.27M | Healthcare |
| CW Curtiss-Wright Corporation | $9.92M | $872,182 | $10.80M | 0.0% | $9.96M | Industrials |
| VIAV Viavi Solutions Inc. | $605,136 | $10.17M | $10.77M | 0.0% | $9.82M | Technology |
| FTAI FTAI Aviation | $9.12M | $1.27M | $10.38M | 0.0% | $8.33M | — |
| NVST Envista Holdings Corporation | $301,313 | $9.82M | $10.12M | 0.0% | $10.78M | Healthcare |
| WPC W. P. Carey Inc. REIT | $9.95M | $19,377 | $9.97M | 0.0% | $9.98M | Real Estate |
| PSN Parsons Corporation | $338,917 | $9.39M | $9.73M | 0.0% | $8.90M | Technology |
| XRAY DENTSPLY SIRONA Inc. | $126,164 | $9.03M | $9.16M | 0.0% | $10.00M | Healthcare |
| RDN Radian Group Inc. | $284,015 | $8.66M | $8.94M | 0.0% | $8.84M | Financial Services |
| DNOW DNOW Inc. | $1.12M | $7.78M | $8.90M | 0.0% | $11.28M | Industrials |
| DGX Quest Diagnostics Incorporated | $7.16M | $1.61M | $8.78M | 0.0% | $9.70M | Healthcare |
| EVR Evercore Inc. | $7.40M | $1.35M | $8.75M | 0.0% | $7.87M | Financial Services |
| TDC Teradata Corporation | $1.01M | $6.94M | $7.96M | 0.0% | $6.35M | Technology |
| PACK Ranpak Holdings Corp | $115,586 | $7.81M | $7.92M | 0.0% | $6.04M | Consumer Cyclical |
| CDE Coeur Mining, Inc. | $179,423 | $7.41M | $7.59M | 0.0% | $8.75M | Basic Materials |
| ROST Ross Stores, Inc. | $3.48M | $3.58M | $7.06M | 0.0% | $8.14M | Consumer Cyclical |
| IDA IDACORP, Inc. | $641,438 | $6.28M | $6.92M | 0.0% | $6.52M | Utilities |
| RRX Regal Rexnord Corporation | $5.93M | $859,866 | $6.79M | 0.0% | $5.00M | Industrials |
| DAL Delta Air Lines, Inc. | $5.33M | $1.42M | $6.75M | 0.0% | $6.44M | Industrials |
| HL Hecla Mining Company | $320,113 | $6.20M | $6.52M | 0.0% | $7.77M | Basic Materials |
| G8473T100 STERIS | $6.38M | $20,005 | $6.40M | 0.0% | — | — |
| IAU iShares Gold Trust Shares of th | $6.09M | $201,461 | $6.29M | 0.0% | $6.85M | — |
| SBUX Starbucks Corporation | $3.75M | $1.74M | $5.49M | 0.0% | $5.78M | Consumer Cyclical |
| CIEN Ciena Corporation | $3.66M | $981,120 | $4.64M | 0.0% | $4.06M | Technology |
| CAH Cardinal Health, Inc. | $3.17M | $1.40M | $4.57M | 0.0% | $4.53M | Healthcare |
| WMB Williams Companies, Inc. (The) | $4.20M | $314,533 | $4.52M | 0.0% | $4.57M | Energy |
| URI United Rentals, Inc. | $3.93M | $471,282 | $4.40M | 0.0% | $4.49M | Industrials |
| CASY Caseys General Stores, Inc. | $3.37M | $953,748 | $4.33M | 0.0% | $4.61M | Consumer Cyclical |
| HLX Helix Energy Solutions Group, I | $87,899 | $4.22M | $4.31M | 0.0% | $5.15M | Energy |
| PHM PulteGroup, Inc. | $3.34M | $649,278 | $3.99M | 0.0% | $3.79M | Consumer Cyclical |
| COHR Coherent Corp. | $2.38M | $1.25M | $3.63M | 0.0% | $3.00M | Technology |
| CERT Certara, Inc. | $117,285 | $3.41M | $3.52M | 0.0% | $4.30M | Healthcare |
| JBHT J.B. Hunt Transport Services, I | $2.18M | $1.17M | $3.35M | 0.0% | $3.24M | Industrials |
| GNRC Generac Holdlings Inc. | $1.88M | $1.43M | $3.31M | 0.0% | $2.48M | Industrials |
| WEN Wendy's Company (The) | $224,701 | $2.93M | $3.15M | 0.0% | $3.28M | Consumer Cyclical |
| ENTG Entegris, Inc. | $1.25M | $1.72M | $2.97M | 0.0% | $2.67M | Technology |
| EQIX Equinix, Inc. | $2.33M | $567,060 | $2.90M | 0.0% | $3.07M | Real Estate |
| CRH CRH | $2.47M | $309,658 | $2.78M | 0.0% | $2.52M | — |
| BKR Baker Hughes Company | $1.50M | $1.22M | $2.72M | 0.0% | $3.18M | Energy |
| DOW Dow Inc. | $1.61M | $1.09M | $2.71M | 0.0% | $3.08M | Basic Materials |
| APD Air Products and Chemicals, Inc | $2.50M | $13,193 | $2.52M | 0.0% | $2.65M | Basic Materials |
| RGA Reinsurance Group of America, I | $2.49M | $18,926 | $2.51M | 0.0% | $2.94M | Financial Services |
| TOL Toll Brothers, Inc. | $1.51M | $988,500 | $2.50M | 0.0% | $2.25M | Consumer Cyclical |
| MTDR Matador Resources Company | $960,018 | $1.49M | $2.45M | 0.0% | $2.65M | Energy |
| TRGP Targa Resources, Inc. | $2.37M | $27,082 | $2.40M | 0.0% | $2.47M | Energy |
| LFUS Littelfuse, Inc. | $846,022 | $1.54M | $2.39M | 0.0% | $2.40M | Technology |
| RS Reliance, Inc. | $1.82M | $544,709 | $2.36M | 0.0% | $2.70M | Basic Materials |
| ODFL Old Dominion Freight Line, Inc. | $2.24M | $20,577 | $2.26M | 0.0% | $2.20M | Industrials |
| DINO HF Sinclair Corporation | $1.01M | $1.16M | $2.18M | 0.0% | $2.93M | Energy |
| THC Tenet Healthcare Corporation | $432,529 | $1.71M | $2.14M | 0.0% | $3.07M | Healthcare |
| VOYA Voya Financial, Inc. | $640,755 | $1.36M | $2.00M | 0.0% | $2.24M | Financial Services |
| LUV Southwest Airlines Company | $1.62M | $359,940 | $1.98M | 0.0% | $1.71M | Industrials |
| RJF Raymond James Financial, Inc. | $1.63M | $320,783 | $1.95M | 0.0% | $2.32M | Financial Services |
| PR Permian Resources Corporation | $677,851 | $1.23M | $1.91M | 0.0% | $2.23M | Energy |
| SANM Sanmina Corporation | $966,513 | $809,856 | $1.78M | 0.0% | $1.48M | Technology |
| RKT Rocket Companies, Inc. | $706,156 | $1.06M | $1.77M | 0.0% | $1.66M | Financial Services |
| AWK American Water Works Company, I | $1.61M | $79,211 | $1.69M | 0.0% | $1.75M | Utilities |
| CELH Celsius Holdings, Inc. | $346,026 | $1.33M | $1.67M | 0.0% | $1.66M | Consumer Defensive |
| EXEL Exelixis, Inc. | $1.10M | $544,100 | $1.65M | 0.0% | $1.55M | Healthcare |
| RHP Ryman Hospitality Properties, I | $331,659 | $1.31M | $1.64M | 0.0% | $1.61M | Real Estate |
| RPM RPM International Inc. | $1.44M | $192,401 | $1.63M | 0.0% | $1.67M | Basic Materials |
| SN SharkNinja | $329,004 | $1.24M | $1.57M | 0.0% | $1.91M | — |
| EGP EastGroup Properties, Inc. | $1.31M | $223,188 | $1.53M | 0.0% | $1.54M | Real Estate |
| CP Canadian Pacific Kansas City Li | $1.17M | $304,537 | $1.48M | 0.0% | $1.60M | Industrials |
| TDY Teledyne Technologies Incorpora | $1.45M | $22,007 | $1.47M | 0.0% | $1.50M | Technology |
| CLH Clean Harbors, Inc. | $295,165 | $1.16M | $1.45M | 0.0% | $1.57M | Industrials |
| NCMI National CineMedia, Inc. | $59,923 | $1.31M | $1.37M | 0.0% | $1.03M | Communication Services |
| XPO XPO, Inc. | $675,199 | $673,557 | $1.35M | 0.0% | $1.39M | Industrials |
| DCI Donaldson Company, Inc. | $1.04M | $287,264 | $1.33M | 0.0% | $1.42M | Industrials |
| PFGC Performance Food Group Company | $266,955 | $1.04M | $1.31M | 0.0% | $1.26M | Consumer Defensive |
| LNTH Lantheus Holdings, Inc. | $420,907 | $887,520 | $1.31M | 0.0% | $1.19M | Healthcare |
| ARMK Aramark | $441,312 | $853,500 | $1.29M | 0.0% | $1.42M | Industrials |
| TXRH Texas Roadhouse, Inc. | $766,037 | $489,645 | $1.26M | 0.0% | $1.35M | Consumer Cyclical |
| OLN Olin Corporation | $316,764 | $796,645 | $1.11M | 0.0% | $1.07M | Basic Materials |
| GEHC GE HealthCare Technologies Inc. | $1.08M | $15,747 | $1.10M | 0.0% | $1.26M | Healthcare |
| UGI UGI Corporation | $619,882 | $394,481 | $1.01M | 0.0% | $1.04M | Utilities |
| CNI Canadian National Railway Compa | $682,654 | $279,327 | $961,981 | 0.0% | $1.02M | Industrials |
| CIGI Colliers International Group In | $227,347 | $294,875 | $522,222 | 0.0% | $586,923 | Real Estate |
| HLI Houlihan Lokey, Inc. | $446,385 | $12,072 | $458,457 | 0.0% | $439,828 | Financial Services |
| BLDR Builders FirstSource, Inc. | $288,484 | $14,943 | $303,427 | 0.0% | $245,881 | Industrials |
| ONON ON Holding | $223,076 | $13,460 | $236,536 | 0.0% | $215,165 | — |
| CNS Cohen & Steers Inc | $208,706 | $20,711 | $229,417 | 0.0% | $255,322 | Financial Services |
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 June 30, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $2.85B, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $9.02B | ACLS, ACN, ADP, BHE, CIEN, COHR, COHU, CRM, DGII, DV, ENTG, FI, FORM, IPGP, ITRI, LFUS, MSFT, ONTO, ORCL, OSIS, PLXS, PSN, QXO, ROG, SANM, TDC, TDY, TSM, TTMI, TXN, UCTT, VECO, VIAV, VSH, WDAY |
| Basic Materials | $7.88B | AEM, APD, BCC, CBT, CDE, CENX, CMC, DOW, ESI, FNV, FUL, GFI, HCC, HL, HUN, IFF, KGC, KWR, MTRN, NEM, NG, NTR, OLN, PAAS, PPG, RGLD, RPM, RS, WPM |
| Communication Services | $7.70B | CHTR, CMCSA, DIS, GOOG, GOOGL, META, NCMI, OMC |
| Healthcare | $6.38B | AXGN, BDX, CAH, CERT, DGX, ELV, ENSG, EXEL, GEHC, HCA, HLN, HSTM, LNTH, NVST, RDNT, THC, UHS, UNH, WAT, XRAY |
| Consumer Defensive | $5.40B | ABEV, BTI, CELH, CENTA, CL, DEO, DG, FMX, KOF, LRN, PEP, PFGC, PM, SPB |
| Energy | $4.70B | BKR, DINO, EPD, HLX, IMO, MTDR, MUR, NOV, OKE, PR, PUMP, SHEL, SLB, TRGP, WMB |
| Other | $4.51B | AU, B, BIL, CON, CRH, FLEX, FN, FTAI, G0692U109, G8473T100, GLD, GTES, IAU, MDT, NVT, ONON, OUT, SN, TEL, WTW, Y2106R110 |
| Financial Services | $4.50B | ABCB, AXP, BK, BRK-A, BRK-B, BRO, CNS, COLB, EVR, FNF, HLI, ITUB, LNC, LYG, ONB, ORI, RDN, RGA, RJF, RKT, SMBK, USB, VLY, VOYA |
| Real Estate | $3.08B | BXP, CIGI, EGP, EQIX, EQR, EXR, RHP, WPC, WY |
| Industrials | $2.88B | ACA, AEIS, ARMK, BLDE, BLDR, CAE, CHRW, CLH, CMI, CNI, CP, CSL, CW, DAL, DCI, DCO, DE, DNOW, DY, EXPD, FERG, FLS, GD, GFF, GNRC, JBHT, JBT, LUV, NPO, ODFL, OTIS, PWR, RELX, RRX, TKR, TRN, URI, WCC, XPO |
| Consumer Cyclical | $1.12B | AIN, BKNG, CAKE, CASY, HD, IBP, LAD, PACK, PHM, ROST, SBUX, TMHC, TOL, TXRH, WEN |
| Energy and Utilities | $520.85M | NE |
| Utilities | $37.46M | 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 ($2.85B combined).
- Highest average portfolio weight in overlap: GOOG (2.9% conviction score).
- Largest estimated mark-to-market gain since filing: WDAY ($673.42M 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 Q1 2001 and Q2 2001, with 235 shared holdings in the latest period ($57.73B combined reported value) versus 213 in the prior period ($57.61B).
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
- Situational Awareness Partners & Aquamarine Zurich AG Shared Holdings
- Situational Awareness Partners & TCI Fund Management Shared Holdings
- Situational Awareness Partners & Polen Capital Management Shared Holdings
- 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