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 & Cullen Value Fund Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Cullen Value Fund based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
30
Limited overlap
Shared Holdings
167 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 180 for Cullen Value Fund).
| Stock | Sequoia Financial Advisors value | Cullen Value Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $572.48M | $53.55M | $626.03M | 4.7% | $661.88M | Technology |
| NVDA NVIDIA Corporation | $567.52M | $21.55M | $589.06M | 2.7% | $662.87M | Technology |
| MSFT Microsoft Corporation | $338.04M | $31.97M | $370.01M | 2.8% | $491.40M | Technology |
| GOOG Alphabet Inc. | $269.00M | $39.58M | $308.58M | 3.1% | $300.03M | Communication Services |
| AMZN Amazon.com, Inc. | $260.58M | $19.19M | $279.78M | 1.8% | $308.31M | Consumer Cyclical |
| AVGO Broadcom Inc. | $251.54M | $20.95M | $272.49M | 1.9% | $283.48M | Technology |
| CAT Caterpillar, Inc. | $200.49M | $9.12M | $209.61M | 1.1% | $168.60M | Industrials |
| LLY Eli Lilly and Company | $185.36M | $13.97M | $199.33M | 1.3% | $196.13M | Healthcare |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $52.79M | $176.51M | 3.5% | $177.79M | Financial Services |
| GOOGL Alphabet Inc. | $168.86M | $5.23M | $174.09M | 0.7% | $168.50M | Communication Services |
| META Meta Platforms, Inc. | $154.91M | $11.44M | $166.35M | 1.1% | $174.19M | Communication Services |
| JPM JP Morgan Chase & Co. | $127.95M | $29.16M | $157.10M | 2.1% | $174.15M | Financial Services |
| WMT Walmart Inc. | $95.99M | $31.59M | $127.58M | 2.2% | $129.84M | Consumer Defensive |
| RTX RTX Corporation | $114.20M | $1.77M | $115.96M | 0.4% | $136.28M | Industrials |
| XOM Exxon Mobil Corporation | $100.00M | $14.78M | $114.78M | 1.2% | $134.41M | Energy |
| V Visa Inc. | $95.19M | $11.03M | $106.22M | 0.9% | $112.74M | Financial Services |
| ETN Eaton | $74.63M | $20.94M | $95.57M | 1.5% | $101.27M | — |
| COST Costco Wholesale Corporation | $88.71M | $246,216 | $88.96M | 0.2% | $91.40M | Consumer Defensive |
| HD Home Depot, Inc. (The) | $81.01M | $2.39M | $83.40M | 0.4% | $80.13M | Consumer Cyclical |
| QQQ Invesco QQQ Trust, Series 1 | $78.43M | $226,618 | $78.66M | 0.2% | $78.09M | — |
| IVV iShares Core S&P 500 ETF | $72.31M | $1.04M | $73.35M | 0.2% | $76.40M | — |
| AMGN Amgen Inc. | $62.66M | $2.80M | $65.45M | 0.3% | $75.05M | Healthcare |
| IBM International Business Machines | $62.18M | $1.01M | $63.18M | 0.2% | $52.65M | Technology |
| TSLA Tesla, Inc. | $60.98M | $1.43M | $62.41M | 0.2% | $50.78M | Consumer Cyclical |
| BAC Bank of America Corporation | $60.68M | $1.70M | $62.38M | 0.3% | $70.60M | Financial Services |
| JNJ Johnson & Johnson | $51.62M | $6.32M | $57.94M | 0.5% | $59.40M | Healthcare |
| AMAT Applied Materials, Inc. | $39.71M | $13.98M | $53.69M | 1.0% | $37.67M | Technology |
| PG Procter & Gamble Company (The) | $49.75M | $3.22M | $52.97M | 0.3% | $52.22M | Consumer Defensive |
| MRK Merck & Company, Inc. | $37.54M | $14.26M | $51.80M | 1.0% | $54.76M | Healthcare |
| BLK BlackRock | $47.89M | $3.14M | $51.03M | 0.3% | $62.29M | — |
| AMD Advanced Micro Devices, Inc. | $41.29M | $7.98M | $49.27M | 0.6% | $43.63M | Technology |
| SPLG SPDR Portfolio S&P 500 ETF | $46.24M | $1.81M | $48.05M | 0.2% | — | — |
| VOO Vanguard S&P 500 ETF | $45.72M | $1.63M | $47.35M | 0.2% | $49.20M | — |
| SCHW Charles Schwab Corporation (The | $30.23M | $9.85M | $40.08M | 0.7% | $48.26M | Financial Services |
| MCD McDonald's Corporation | $38.96M | $504,161 | $39.46M | 0.1% | $39.83M | Consumer Cyclical |
| TJX TJX Companies, Inc. (The) | $36.57M | $530,960 | $37.10M | 0.1% | $37.25M | Consumer Cyclical |
| PM Philip Morris International Inc | $18.63M | $17.28M | $35.91M | 1.1% | $37.79M | Consumer Defensive |
| ABT Abbott Laboratories | $35.29M | $247,096 | $35.54M | 0.1% | $43.57M | Healthcare |
| GEV GE Vernova Inc. | $34.01M | $1.16M | $35.18M | 0.2% | $31.83M | Utilities |
| GE GE Aerospace | $33.00M | $1.66M | $34.66M | 0.2% | $34.16M | Industrials |
| WFC Wells Fargo & Company | $24.94M | $9.57M | $34.50M | 0.6% | $37.08M | Financial Services |
| XYL Xylem Inc. | $33.55M | $277,841 | $33.83M | 0.1% | $34.25M | Industrials |
| GLW Corning Incorporated | $15.61M | $17.08M | $32.69M | 1.1% | $21.25M | Technology |
| CVX Chevron Corporation | $28.80M | $3.58M | $32.38M | 0.3% | $39.07M | Energy |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $240,250 | $31.57M | 0.1% | $28.18M | Technology |
| PGR Progressive Corporation (The) | $29.59M | $1.64M | $31.23M | 0.2% | $29.97M | Financial Services |
| CRM Salesforce, Inc. | $29.94M | $521,575 | $30.46M | 0.1% | $38.15M | Technology |
| QCOM QUALCOMM Incorporated | $28.36M | $1.91M | $30.27M | 0.2% | $27.16M | Technology |
| GD General Dynamics Corporation | $19.54M | $10.57M | $30.12M | 0.7% | $33.65M | Industrials |
| BX Blackstone Inc. | $28.87M | $613,266 | $29.49M | 0.1% | $36.07M | Financial Services |
| ABBV AbbVie Inc. | $23.88M | $3.24M | $27.11M | 0.3% | $26.88M | Healthcare |
| ITOT iShares Core S&P Total U.S. Sto | $25.07M | $623,049 | $25.69M | 0.1% | $26.66M | — |
| DE Deere & Company | $11.66M | $13.51M | $25.17M | 0.9% | $24.16M | Industrials |
| UNH UnitedHealth Group Incorporated | $23.63M | $1.13M | $24.76M | 0.1% | $23.93M | Healthcare |
| AXP American Express Company | $20.53M | $3.60M | $24.12M | 0.3% | $24.42M | Financial Services |
| KO Coca-Cola Company (The) | $23.05M | $1.04M | $24.08M | 0.1% | $25.99M | Consumer Defensive |
| SHW Sherwin-Williams Company (The) | $23.60M | $275,207 | $23.88M | 0.1% | $24.90M | Basic Materials |
| ADI Analog Devices, Inc. | $8.52M | $13.35M | $21.87M | 0.8% | $21.45M | Technology |
| CMCSA Comcast Corporation | $13.19M | $7.82M | $21.01M | 0.5% | $22.40M | Communication Services |
| UNP Union Pacific Corporation | $13.24M | $7.65M | $20.89M | 0.5% | $22.56M | Industrials |
| LHX L3Harris Technologies, Inc. | $19.35M | $1.35M | $20.70M | 0.1% | $20.79M | Industrials |
| PEP Pepsico, Inc. | $15.70M | $4.51M | $20.21M | 0.3% | $21.01M | Consumer Defensive |
| MA Mastercard Incorporated | $16.74M | $3.21M | $19.94M | 0.2% | $22.10M | Financial Services |
| OKE ONEOK, Inc. | $18.54M | $1.34M | $19.88M | 0.1% | $21.72M | Energy |
| BK The Bank of New York Mellon Cor | $9.18M | $7.69M | $16.88M | 0.5% | $16.01M | Financial Services |
| ORCL Oracle Corporation | $16.05M | $755,248 | $16.80M | 0.1% | $17.26M | Technology |
| JCI Johnson Controls International | $5.55M | $10.70M | $16.24M | 0.7% | $17.09M | Industrials |
| WSM Williams-Sonoma, Inc. | $15.82M | $293,178 | $16.11M | 0.1% | $16.70M | Consumer Cyclical |
| VZ Verizon Communications Inc. | $14.33M | $1.76M | $16.09M | 0.1% | $18.43M | Communication Services |
| CMI Cummins Inc. | $5.55M | $9.89M | $15.44M | 0.6% | $13.67M | Industrials |
| LOW Lowe's Companies, Inc. | $10.47M | $4.71M | $15.18M | 0.3% | $15.04M | Consumer Cyclical |
| NVS Novartis AG | $6.11M | $8.70M | $14.81M | 0.5% | $14.26M | Healthcare |
| BKNG Booking Holdings Inc. Common St | $5.84M | $8.52M | $14.36M | 0.5% | $17.08M | Consumer Cyclical |
| BA Boeing Company (The) | $13.94M | $389,571 | $14.33M | 0.1% | $15.34M | Industrials |
| SO Southern Company (The) | $10.74M | $3.53M | $14.28M | 0.2% | $13.84M | Utilities |
| MDT Medtronic | $3.43M | $9.69M | $13.12M | 0.6% | $15.31M | — |
| TT Trane Technologies | $4.68M | $8.34M | $13.02M | 0.5% | $12.73M | — |
| MCK McKesson Corporation | $7.20M | $5.81M | $13.01M | 0.4% | $14.96M | Healthcare |
| DIS Walt Disney Company (The) | $10.64M | $2.28M | $12.92M | 0.2% | $14.34M | Communication Services |
| COP ConocoPhillips | $6.56M | $6.24M | $12.80M | 0.4% | $15.61M | Energy |
| KMI Kinder Morgan, Inc. | $10.56M | $1.67M | $12.24M | 0.1% | $12.56M | Energy |
| LMT Lockheed Martin Corporation | $11.52M | $404,436 | $11.92M | 0.1% | $14.24M | Industrials |
| EPD Enterprise Products Partners L. | $2.46M | $9.37M | $11.83M | 0.6% | $12.52M | Energy |
| T AT&T Inc. | $10.39M | $1.07M | $11.47M | 0.1% | $13.79M | Communication Services |
| WWD Woodward, Inc. | $10.93M | $511,491 | $11.44M | 0.1% | $9.96M | Industrials |
| TRV The Travelers Companies, Inc. | $11.03M | $216,924 | $11.24M | 0.0% | $12.61M | Financial Services |
| STX Seagate Technology | $10.75M | $241,250 | $10.99M | 0.0% | $11.09M | — |
| SBUX Starbucks Corporation | $3.75M | $6.74M | $10.49M | 0.4% | $11.06M | Consumer Cyclical |
| O Realty Income Corporation | $2.32M | $7.86M | $10.18M | 0.5% | $10.30M | Real Estate |
| N6596X109 NXP Semiconductors | $9.11M | $493,811 | $9.60M | 0.1% | — | — |
| TMO Thermo Fisher Scientific Inc | $7.43M | $2.09M | $9.52M | 0.1% | $11.17M | Healthcare |
| CME CME Group Inc. | $5.74M | $3.43M | $9.18M | 0.2% | $11.21M | Financial Services |
| GILD Gilead Sciences, Inc. | $7.41M | $1.61M | $9.02M | 0.1% | $9.88M | Healthcare |
| AON Aon Plc | $5.85M | $2.88M | $8.73M | 0.2% | $9.37M | Financial Services |
| UPS United Parcel Service, Inc. | $6.09M | $2.45M | $8.53M | 0.2% | $8.30M | Industrials |
| PFE Pfizer, Inc. | $8.00M | $379,695 | $8.38M | 0.0% | $9.32M | Healthcare |
| HWM Howmet Aerospace Inc. | $5.86M | $2.51M | $8.37M | 0.2% | $9.00M | Industrials |
| MPC Marathon Petroleum Corporation | $5.83M | $2.46M | $8.29M | 0.2% | $11.52M | Energy |
| GRMN Garmin | $1.85M | $6.25M | $8.10M | 0.4% | $10.57M | — |
| ENB Enbridge Inc | $5.15M | $2.78M | $7.94M | 0.2% | $7.45M | Energy |
| ALL Allstate Corporation (The) | $6.63M | $1.26M | $7.89M | 0.1% | $8.66M | Financial Services |
| KMB Kimberly-Clark Corporation | $7.41M | $222,993 | $7.64M | 0.0% | $7.68M | Consumer Defensive |
| SYK Stryker Corporation | $3.92M | $3.03M | $6.95M | 0.2% | $7.49M | Healthcare |
| PSX Phillips 66 | $6.63M | $277,844 | $6.91M | 0.0% | $9.55M | Energy |
| MSI Motorola Solutions, Inc. | $3.11M | $3.71M | $6.82M | 0.2% | $7.66M | Technology |
| BDX Becton, Dickinson and Company | $1.52M | $5.13M | $6.65M | 0.3% | $8.06M | Healthcare |
| CVS CVS Health Corporation | $5.77M | $735,692 | $6.50M | 0.1% | $6.11M | Healthcare |
| CSX CSX Corporation | $4.69M | $1.40M | $6.09M | 0.1% | $6.43M | Industrials |
| VEEV Veeva Systems Inc. | $5.03M | $957,983 | $5.99M | 0.1% | $8.22M | Healthcare |
| TGT Target Corporation | $5.46M | $525,381 | $5.98M | 0.0% | $7.08M | Consumer Defensive |
| IQV IQVIA Holdings, Inc. | $1.83M | $3.89M | $5.72M | 0.2% | $7.01M | Healthcare |
| EMR Emerson Electric Company | $5.12M | $227,435 | $5.34M | 0.0% | $6.09M | Industrials |
| ORLY O'Reilly Automotive, Inc. | $3.86M | $1.42M | $5.28M | 0.1% | $5.22M | Consumer Cyclical |
| RJF Raymond James Financial, Inc. | $1.63M | $3.65M | $5.28M | 0.2% | $6.28M | Financial Services |
| FERG Ferguson Enterprises Inc. | $1.71M | $3.34M | $5.06M | 0.2% | $5.22M | Industrials |
| NSC Norfolk Southern Corporation | $4.56M | $303,265 | $4.86M | 0.0% | $5.17M | Industrials |
| SHEL Shell PLC | $3.27M | $1.35M | $4.62M | 0.1% | $5.39M | Energy |
| DVN Devon Energy Corporation | $3.69M | $729,383 | $4.42M | 0.1% | $4.90M | Energy |
| AMRZ Amrize | $536,731 | $3.86M | $4.40M | 0.2% | $3.86M | — |
| SU Suncor Energy Inc. | $2.68M | $1.57M | $4.26M | 0.1% | $5.22M | Energy |
| EBAY eBay Inc. | $3.65M | $441,528 | $4.10M | 0.0% | $3.78M | Consumer Cyclical |
| ECL Ecolab Inc. | $2.65M | $1.27M | $3.93M | 0.1% | $3.89M | Basic Materials |
| COR Cencora, Inc. | $2.94M | $881,364 | $3.82M | 0.1% | $4.24M | Healthcare |
| PEG Public Service Enterprise Group | $2.77M | $980,812 | $3.75M | 0.1% | $3.51M | Utilities |
| DRI Darden Restaurants, Inc. | $1.15M | $2.54M | $3.69M | 0.2% | $4.03M | Consumer Cyclical |
| WBD Warner Bros. Discovery, Inc. - | $2.36M | $1.29M | $3.65M | 0.1% | $3.84M | Communication Services |
| G25457105 Credo Technology | $1.81M | $1.77M | $3.58M | 0.1% | — | — |
| YUM Yum! Brands, Inc. | $3.30M | $222,096 | $3.52M | 0.0% | $3.26M | Consumer Cyclical |
| ITW Illinois Tool Works Inc. | $3.03M | $404,779 | $3.44M | 0.0% | $3.70M | Industrials |
| CP Canadian Pacific Kansas City Li | $1.17M | $2.25M | $3.42M | 0.1% | $3.69M | Industrials |
| RSG Republic Services, Inc. | $2.16M | $1.24M | $3.40M | 0.1% | $3.43M | Industrials |
| MDLZ Mondelez International, Inc. | $2.63M | $688,147 | $3.32M | 0.0% | $3.65M | Consumer Defensive |
| BUD Anheuser-Busch Inbev SA Sponsor | $3.04M | $200,102 | $3.24M | 0.0% | $3.13M | Consumer Defensive |
| TROW T. Rowe Price Group, Inc. | $1.96M | $1.20M | $3.16M | 0.1% | $3.07M | Financial Services |
| FANG Diamondback Energy, Inc. | $1.35M | $1.79M | $3.14M | 0.1% | $3.62M | Energy |
| OXY Occidental Petroleum Corporatio | $2.25M | $657,628 | $2.91M | 0.0% | $3.50M | Energy |
| ET Energy Transfer LP | $1.50M | $1.33M | $2.83M | 0.1% | $3.11M | Energy |
| HAL Halliburton Company | $2.26M | $465,356 | $2.73M | 0.0% | $2.77M | Energy |
| APD Air Products and Chemicals, Inc | $2.50M | $214,687 | $2.72M | 0.0% | $2.86M | Basic Materials |
| NVO Novo Nordisk A/S | $2.21M | $479,400 | $2.69M | 0.0% | $2.58M | Healthcare |
| NFG National Fuel Gas Company | $619,611 | $2.04M | $2.66M | 0.1% | $2.82M | Energy |
| MKC McCormick & Company, Incorporat | $540,969 | $2.09M | $2.63M | 0.1% | $2.85M | Consumer Defensive |
| APA APA Corporation | $2.11M | $306,823 | $2.42M | 0.0% | $3.01M | Energy |
| POOL Pool Corporation | $211,258 | $2.07M | $2.28M | 0.1% | $2.07M | Industrials |
| BWA BorgWarner Inc. | $1.80M | $407,473 | $2.21M | 0.0% | $2.28M | Consumer Cyclical |
| TSCO Tractor Supply Company | $1.93M | $214,855 | $2.14M | 0.0% | $2.43M | Consumer Cyclical |
| BP BP p.l.c. | $1.90M | $209,548 | $2.10M | 0.0% | $2.42M | Energy |
| ATO Atmos Energy Corporation | $1.79M | $256,148 | $2.04M | 0.0% | $2.01M | Utilities |
| KDP Keurig Dr Pepper Inc. | $1.42M | $452,276 | $1.87M | 0.0% | $1.80M | Consumer Defensive |
| IRDM Iridium Communications Inc | $584,701 | $1.27M | $1.86M | 0.1% | $1.70M | Communication Services |
| BKR Baker Hughes Company | $1.50M | $237,766 | $1.74M | 0.0% | $2.03M | Energy |
| HBCP Home Bancorp, Inc. | $215,290 | $1.45M | $1.66M | 0.1% | $1.74M | Financial Services |
| SJM The J.M. Smucker Company | $1.01M | $574,659 | $1.59M | 0.0% | $1.71M | Consumer Defensive |
| WY Weyerhaeuser Company | $773,825 | $731,859 | $1.51M | 0.0% | $1.54M | Real Estate |
| FIS Fidelity National Information S | $1.14M | $362,541 | $1.50M | 0.0% | $1.66M | Technology |
| QSR Restaurant Brands International | $627,687 | $801,687 | $1.43M | 0.1% | $1.53M | Consumer Cyclical |
| SEIC SEI Investments Company | $1.12M | $297,590 | $1.42M | 0.0% | $1.72M | Financial Services |
| MSGS Madison Square Garden Sports Co | $214,583 | $1.13M | $1.35M | 0.1% | $1.37M | Communication Services |
| FHN First Horizon Corporation | $753,645 | $501,229 | $1.25M | 0.0% | $1.28M | Financial Services |
| COO The Cooper Companies, Inc. | $712,941 | $430,260 | $1.14M | 0.0% | $1.21M | Healthcare |
| CNH CNH Industrial | $416,340 | $598,363 | $1.01M | 0.0% | $943,327 | — |
| CNI Canadian National Railway Compa | $682,654 | $267,182 | $949,836 | 0.0% | $1.01M | Industrials |
| WDFC WD-40 Company | $596,679 | $300,296 | $896,975 | 0.0% | $844,062 | Basic Materials |
| CLF Cleveland-Cliffs Inc. | $279,888 | $582,829 | $862,717 | 0.0% | $1.09M | Basic Materials |
| ACA Arcosa, Inc. | $650,173 | $205,963 | $856,136 | 0.0% | $856,842 | Industrials |
| TRN Trinity Industries, Inc. | $227,399 | $429,157 | $656,556 | 0.0% | $561,825 | Industrials |
| JOE St. Joe Company (The) | $308,766 | $316,403 | $625,169 | 0.0% | $682,769 | Real Estate |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Sequoia Financial Advisors and Cullen Value Fund 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 $626.03M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $2.20B | AAPL, ADI, AMAT, AMD, AVGO, CRM, FIS, GLW, IBM, MSFT, MSI, NVDA, ORCL, QCOM, TSM |
| Financial Services | $748.26M | ALL, AON, AXP, BAC, BK, BRK-B, BX, CME, FHN, HBCP, JPM, MA, PGR, RJF, SCHW, SEIC, TROW, TRV, V, WFC |
| Communication Services | $717.37M | CMCSA, DIS, GOOG, GOOGL, IRDM, META, MSGS, T, VZ, WBD |
| Industrials | $613.59M | ACA, BA, CAT, CMI, CNI, CP, CSX, DE, EMR, FERG, GD, GE, HWM, ITW, JCI, LHX, LMT, NSC, POOL, RSG, RTX, TRN, UNP, UPS, WWD, XYL |
| Consumer Cyclical | $580.67M | AMZN, BKNG, BWA, DRI, EBAY, HD, LOW, MCD, ORLY, QSR, SBUX, TJX, TSCO, TSLA, WSM, YUM |
| Healthcare | $556.15M | ABBV, ABT, AMGN, BDX, COO, COR, CVS, GILD, IQV, JNJ, LLY, MCK, MRK, NVO, NVS, PFE, SYK, TMO, UNH, VEEV |
| Other | $483.53M | AMRZ, BLK, CNH, ETN, G25457105, GRMN, ITOT, IVV, MDT, N6596X109, QQQ, SPLG, STX, TT, VOO |
| Consumer Defensive | $375.99M | BUD, COST, KDP, KMB, KO, MDLZ, MKC, PEP, PG, PM, SJM, TGT, WMT |
| Energy | $260.86M | APA, BKR, BP, COP, CVX, DVN, ENB, EPD, ET, FANG, HAL, KMI, MPC, NFG, OKE, OXY, PSX, SHEL, SU, XOM |
| Utilities | $55.24M | ATO, GEV, PEG, SO |
| Basic Materials | $32.28M | APD, CLF, ECL, SHW, WDFC |
| Real Estate | $12.31M | JOE, O, WY |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Cullen Value Fund 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 ($626.03M combined).
- Highest average portfolio weight in overlap: AAPL (4.7% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($121.39M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Cullen Value Fund increased between Q1 2001 and Q2 2001, with 167 shared holdings in the latest period ($6.63B combined reported value) versus 160 in the prior period ($5.79B).
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
- Cullen Value Fund 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