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 March 31, 2026).

Overlap Score

29

Limited overlap

Shared Holdings

160 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 177 for Cullen Value Fund).

StockSequoia Financial Advisors valueCullen Value Fund valueCombined valueConvictionEst. current valueSector
AAPL

Apple Inc.

$492.48M$47.67M$540.14M4.6%$638.99MTechnology
NVDA

NVIDIA Corporation

$467.38M$18.78M$486.16M2.6%$628.11MTechnology
MSFT

Microsoft Corporation

$308.27M$31.68M$339.95M3.0%$387.48MTechnology
GOOG

Alphabet Inc.

$216.08M$33.18M$249.27M2.8%$341.79MCommunication Services
AMZN

Amazon.com, Inc.

$233.00M$16.09M$249.09M1.7%$315.91MConsumer Cyclical
AVGO

Broadcom Inc.

$198.14M$18.23M$216.37M1.8%$297.24MTechnology
BRK-B

Berkshire Hathaway Inc. New

$121.01M$48.60M$169.61M3.6%Financial Services
META

Meta Platforms, Inc.

$150.96M$10.14M$161.09M1.1%$172.96MCommunication Services
LLY

Eli Lilly and Company

$131.81M$10.85M$142.66M1.1%$155.87MHealthcare
GOOGL

Alphabet Inc.

$136.18M$4.40M$140.59M0.7%$193.98MCommunication Services
XOM

Exxon Mobil Corporation

$118.92M$18.52M$137.44M1.6%$127.93MEnergy
JPM

JP Morgan Chase & Co.

$110.21M$26.57M$136.79M2.1%$138.49MFinancial Services
WMT

Walmart Inc.

$101.05M$35.40M$136.45M2.6%$144.32MConsumer Defensive
CAT

Caterpillar, Inc.

$126.64M$6.09M$132.73M0.8%$166.43MIndustrials
RTX

RTX Corporation

$120.44M$1.79M$122.23M0.5%$108.47MIndustrials
COST

Costco Wholesale Corporation

$96.93M$262,261$97.19M0.3%$102.31MConsumer Defensive
V

Visa Inc.

$80.33M$9.49M$89.82M0.9%$96.80MFinancial Services
ETN

Eaton

$58.77M$18.51M$77.28M1.4%$86.30M
HD

Home Depot, Inc. (The)

$72.04M$2.86M$74.91M0.4%$67.76MConsumer Cyclical
CRM

Salesforce, Inc.

$66.90M$1.03M$67.93M0.3%$63.14MTechnology
IVV

iShares Core S&P 500 ETF

$62.86M$881,843$63.74M0.2%$72.45M
AMGN

Amgen Inc.

$58.23M$2.71M$60.94M0.3%$56.52MHealthcare
JNJ

Johnson & Johnson

$47.53M$6.20M$53.73M0.5%$49.83MHealthcare
PG

Procter & Gamble Company (The)

$48.53M$3.25M$51.78M0.4%$50.75MConsumer Defensive
IBM

International Business Machines

$50.16M$1.01M$51.17M0.2%$46.29MTechnology
BAC

Bank of America Corporation

$48.10M$1.45M$49.55M0.2%$50.59MFinancial Services
MRK

Merck & Company, Inc.

$35.73M$13.56M$49.29M1.0%$45.64MHealthcare
BLK

BlackRock

$45.59M$3.17M$48.75M0.3%$54.85M
MCD

McDonald's Corporation

$44.65M$590,264$45.24M0.2%$40.24MConsumer Cyclical
SHW

Sherwin-Williams Company (The)

$44.52M$256,209$44.78M0.1%$41.92MBasic Materials
XYL

Xylem Inc.

$43.65M$280,873$43.93M0.1%$39.75MIndustrials
TSLA

Tesla, Inc.

$42.34M$1.26M$43.60M0.2%$49.52MConsumer Cyclical
SCHW

Charles Schwab Corporation (The

$32.24M$9.35M$41.58M0.7%$40.21MFinancial Services
SPLG

SPDR Portfolio S&P 500 ETF

$38.96M$1.41M$40.37M0.2%
VOO

Vanguard S&P 500 ETF

$38.14M$1.39M$39.53M0.2%$44.95M
CVX

Chevron Corporation

$33.25M$4.56M$37.81M0.4%$34.92MEnergy
ABT

Abbott Laboratories

$37.28M$317,486$37.59M0.1%$30.93MHealthcare
TJX

TJX Companies, Inc. (The)

$36.18M$566,222$36.74M0.1%$33.92MConsumer Cyclical
PM

Philip Morris International Inc

$17.31M$16.05M$33.36M1.1%$38.26MConsumer Defensive
WFC

Wells Fargo & Company

$23.80M$8.58M$32.38M0.6%$29.86MFinancial Services
PGR

Progressive Corporation (The)

$27.24M$1.48M$28.72M0.2%$28.93MFinancial Services
HON

Honeywell International Inc.

$28.27M$336,213$28.61M0.1%$26.99MIndustrials
BX

Blackstone Inc.

$26.84M$611,530$27.45M0.1%$28.14MFinancial Services
GD

General Dynamics Corporation

$17.31M$9.57M$26.88M0.7%$26.20MIndustrials
GEV

GE Vernova Inc.

$25.45M$863,817$26.31M0.1%$31.63MUtilities
CMCSA

Comcast Corporation

$17.16M$8.74M$25.91M0.6%$22.34MCommunication Services
GE

GE Aerospace

$24.62M$1.26M$25.88M0.2%$25.68MIndustrials
PEP

Pepsico, Inc.

$18.69M$5.95M$24.64M0.4%$23.66MConsumer Defensive
AMAT

Applied Materials, Inc.

$17.47M$6.08M$23.55M0.5%$30.08MTechnology
ABBV

AbbVie Inc.

$19.68M$2.80M$22.47M0.2%$21.74MHealthcare
LHX

L3Harris Technologies, Inc.

$20.78M$1.67M$22.45M0.2%$19.73MIndustrials
KO

Coca-Cola Company (The)

$20.86M$964,535$21.82M0.1%$23.19MConsumer Defensive
AXP

American Express Company

$18.28M$3.23M$21.51M0.3%$22.29MFinancial Services
DE

Deere & Company

$9.08M$12.13M$21.21M0.8%$21.15MIndustrials
OKE

ONEOK, Inc.

$19.21M$1.36M$20.57M0.1%$21.01MEnergy
MA

Mastercard Incorporated

$16.59M$3.12M$19.72M0.3%$19.50MFinancial Services
VZ

Verizon Communications Inc.

$16.92M$2.79M$19.71M0.2%$18.20MCommunication Services
QCOM

QUALCOMM Incorporated

$18.03M$1.34M$19.37M0.1%$30.31MTechnology
UNP

Union Pacific Corporation

$11.96M$7.34M$19.30M0.5%$21.52MIndustrials
ORCL

Oracle Corporation

$17.02M$659,145$17.68M0.1%$23.18MTechnology
GLW

Corning Incorporated

$8.25M$9.14M$17.39M0.6%$24.53MTechnology
ADI

Analog Devices, Inc.

$6.49M$10.72M$17.22M0.7%$22.60MTechnology
AMD

Advanced Micro Devices, Inc.

$13.70M$2.93M$16.63M0.2%$34.68MTechnology
T

AT&T Inc.

$14.83M$1.59M$16.42M0.1%$13.61MCommunication Services
LOW

Lowe's Companies, Inc.

$11.01M$5.14M$16.15M0.4%$14.93MConsumer Cyclical
UNH

UnitedHealth Group Incorporated

$14.64M$1.07M$15.71M0.1%$22.87MHealthcare
COP

ConocoPhillips

$8.28M$7.29M$15.57M0.5%$14.44MEnergy
SO

Southern Company (The)

$10.42M$4.33M$14.75M0.3%$14.14MUtilities
MCK

McKesson Corporation

$8.40M$6.03M$14.43M0.4%$12.68MHealthcare
NVS

Novartis AG

$6.56M$7.68M$14.24M0.5%$13.81MHealthcare
JCI

Johnson Controls International

$4.23M$9.99M$14.23M0.7%$15.55MIndustrials
MDT

Medtronic

$4.29M$9.53M$13.82M0.6%$12.14M
DIS

Walt Disney Company (The)

$11.37M$2.42M$13.79M0.2%$14.70MCommunication Services
BK

The Bank of New York Mellon Cor

$7.72M$5.84M$13.56M0.4%$15.44MFinancial Services
CME

CME Group Inc.

$8.02M$5.34M$13.35M0.4%$13.51MFinancial Services
LMT

Lockheed Martin Corporation

$12.78M$518,512$13.30M0.1%$11.35MIndustrials
BKNG

Booking Holdings Inc. Common St

$5.55M$7.15M$12.70M0.5%$464,856Consumer Cyclical
KMI

Kinder Morgan, Inc.

$10.64M$1.74M$12.38M0.1%$12.42MEnergy
WSM

Williams-Sonoma, Inc.

$12.14M$228,523$12.36M0.0%$11.44MConsumer Cyclical
BA

Boeing Company (The)

$11.92M$358,185$12.28M0.1%$13.61MIndustrials
EPD

Enterprise Products Partners L.

$2.49M$9.70M$12.19M0.7%$12.63MEnergy
ITOT

iShares Core S&P Total U.S. Sto

$10.60M$537,327$11.14M0.1%$12.60M
CMI

Cummins Inc.

$3.49M$7.64M$11.13M0.5%$14.41MIndustrials
O

Realty Income Corporation

$2.64M$8.13M$10.77M0.5%$10.76MReal Estate
TT

Trane Technologies

$3.20M$7.45M$10.65M0.5%$11.92M
PFE

Pfizer, Inc.

$9.94M$451,958$10.40M0.1%$9.38MHealthcare
SBUX

Starbucks Corporation

$4.26M$5.98M$10.24M0.4%$12.21MConsumer Cyclical
GILD

Gilead Sciences, Inc.

$6.99M$1.77M$8.76M0.1%$8.15MHealthcare
MSI

Motorola Solutions, Inc.

$3.70M$4.76M$8.46M0.3%$7.67MTechnology
UPS

United Parcel Service, Inc.

$5.52M$2.82M$8.34M0.2%$8.39MIndustrials
ENB

Enbridge Inc

$5.33M$2.77M$8.10M0.2%$8.28MEnergy
GRMN

Garmin

$1.89M$6.18M$8.07M0.4%$7.85M
SYK

Stryker Corporation

$4.77M$3.18M$7.94M0.2%$7.42MHealthcare
WWD

Woodward, Inc.

$7.35M$429,994$7.78M0.0%$7.59MIndustrials
N6596X109

NXP Semiconductors

$7.28M$476,663$7.75M0.1%
AON

Aon Plc

$5.13M$2.48M$7.62M0.2%$7.49MFinancial Services
MPC

Marathon Petroleum Corporation

$5.18M$2.42M$7.60M0.2%$7.93MEnergy
TSCO

Tractor Supply Company

$6.78M$305,808$7.08M0.0%$4.78MConsumer Cyclical
PSX

Phillips 66

$6.77M$298,692$7.07M0.0%$6.84MEnergy
BDX

Becton, Dickinson and Company

$2.11M$4.84M$6.95M0.3%$6.35MHealthcare
KMB

Kimberly-Clark Corporation

$6.06M$362,852$6.42M0.0%$6.38MConsumer Defensive
SHEL

Shell PLC

$4.49M$1.61M$6.10M0.1%$5.60MEnergy
FDX

FedEx Corporation

$5.51M$213,909$5.72M0.0%$6.04MIndustrials
HWM

Howmet Aerospace Inc.

$3.48M$2.15M$5.63M0.2%$6.37MIndustrials
TGT

Target Corporation

$5.14M$488,695$5.63M0.0%$5.65MConsumer Defensive
VEEV

Veeva Systems Inc.

$4.58M$969,995$5.55M0.1%$5.02MHealthcare
ORLY

O'Reilly Automotive, Inc.

$3.90M$1.42M$5.33M0.1%$5.11MConsumer Cyclical
SU

Suncor Energy Inc.

$3.24M$1.93M$5.17M0.1%$5.34MEnergy
CSX

CSX Corporation

$3.94M$1.23M$5.16M0.1%$5.74MIndustrials
IQV

IQVIA Holdings, Inc.

$1.67M$3.44M$5.11M0.2%$5.07MHealthcare
ALL

Allstate Corporation (The)

$3.68M$1.24M$4.92M0.1%$5.16MFinancial Services
COR

Cencora, Inc.

$3.87M$976,512$4.85M0.1%$3.98MHealthcare
RJF

Raymond James Financial, Inc.

$1.30M$3.47M$4.77M0.2%$5.08MFinancial Services
NSC

Norfolk Southern Corporation

$4.46M$285,278$4.74M0.0%$5.22MIndustrials
FERG

Ferguson Enterprises Inc.

$1.80M$2.89M$4.69M0.2%$4.50MIndustrials
CVS

CVS Health Corporation

$3.89M$525,669$4.41M0.0%$5.89MHealthcare
AMRZ

Amrize

$745,795$3.61M$4.36M0.2%$3.81M
DVN

Devon Energy Corporation

$3.42M$920,766$4.34M0.1%$4.27MEnergy
EMR

Emerson Electric Company

$4.02M$211,962$4.23M0.0%$4.30MIndustrials
DRI

Darden Restaurants, Inc.

$1.11M$2.93M$4.04M0.2%$4.03MConsumer Cyclical
ECL

Ecolab Inc.

$2.75M$1.24M$3.99M0.1%$3.71MBasic Materials
WBD

Warner Bros. Discovery, Inc. -

$2.49M$1.33M$3.82M0.1%$3.75MCommunication Services
PEG

Public Service Enterprise Group

$2.29M$1.49M$3.78M0.1%$3.57MUtilities
YUM

Yum! Brands, Inc.

$3.49M$216,010$3.71M0.0%$3.58MConsumer Cyclical
FANG

Diamondback Energy, Inc.

$1.47M$2.08M$3.55M0.1%$3.65MEnergy
OXY

Occidental Petroleum Corporatio

$2.54M$876,477$3.42M0.1%$3.13MEnergy
EBAY

eBay Inc.

$2.94M$359,101$3.30M0.0%$4.22MConsumer Cyclical
ITW

Illinois Tool Works Inc.

$2.90M$388,637$3.29M0.0%$3.13MIndustrials
CP

Canadian Pacific Kansas City Li

$1.20M$2.04M$3.24M0.1%$3.50MIndustrials
MDLZ

Mondelez International, Inc.

$2.47M$693,040$3.16M0.1%$3.31MConsumer Defensive
NFG

National Fuel Gas Company

$681,868$2.47M$3.15M0.2%$2.72MEnergy
RSG

Republic Services, Inc.

$1.87M$1.27M$3.14M0.1%$2.99MIndustrials
EW

Edwards Lifesciences Corporatio

$2.83M$272,913$3.10M0.0%$3.15MHealthcare
APA

APA Corporation

$2.70M$398,132$3.10M0.0%$2.85MEnergy
ET

Energy Transfer LP

$1.43M$1.31M$2.74M0.1%$2.86MEnergy
APD

Air Products and Chemicals, Inc

$2.50M$212,428$2.72M0.0%$2.76MBasic Materials
BP

BP p.l.c.

$2.38M$247,456$2.62M0.0%$2.48MEnergy
MKC

McCormick & Company, Incorporat

$303,841$2.22M$2.53M0.1%$2.32MConsumer Defensive
HAL

Halliburton Company

$1.96M$507,186$2.47M0.0%$2.65MEnergy
ATO

Atmos Energy Corporation

$1.96M$274,660$2.24M0.0%$2.14MUtilities
BKR

Baker Hughes Company

$1.70M$260,615$1.96M0.0%$2.06MEnergy
FIS

Fidelity National Information S

$1.21M$674,261$1.88M0.0%$1.68MTechnology
TROW

T. Rowe Price Group, Inc.

$816,096$952,779$1.77M0.1%$2.00MFinancial Services
BWA

BorgWarner Inc.

$1.36M$332,439$1.69M0.0%$1.97MConsumer Cyclical
NVO

Novo Nordisk A/S

$1.32M$367,500$1.68M0.0%$2.05MHealthcare
WY

Weyerhaeuser Company

$844,966$765,073$1.61M0.1%$1.49MReal Estate
SEIC

SEI Investments Company

$1.24M$264,804$1.51M0.0%$1.74MFinancial Services
SJM

The J.M. Smucker Company

$909,020$571,280$1.48M0.0%$1.54MConsumer Defensive
KDP

Keurig Dr Pepper Inc.

$897,114$381,806$1.28M0.0%$1.41MConsumer Defensive
QSR

Restaurant Brands International

$648,476$610,181$1.26M0.0%$1.29MConsumer Cyclical
G25457105

Credo Technology

$525,327$610,437$1.14M0.0%
FHN

First Horizon Corporation

$564,071$442,393$1.01M0.0%$1.04MFinancial Services
CNH

CNH Industrial

$319,968$601,815$921,7830.0%$874,013
WDFC

WD-40 Company

$578,172$267,427$845,5990.0%$834,880Basic Materials
CNI

Canadian National Railway Compa

$567,159$229,037$796,1960.0%$866,149Industrials
CLF

Cleveland-Cliffs Inc.

$247,611$524,484$772,0950.0%$942,045Basic Materials
JOE

St. Joe Company (The)

$310,044$316,791$626,8350.0%$634,492Real Estate
TRN

Trinity Industries, Inc.

$206,982$395,997$602,9790.0%$641,964Industrials
WEN

Wendy's Company (The)

$439,122$117,339$556,4610.0%$642,129Consumer Cyclical
THO

Thor Industries, Inc.

$213,102$202,123$415,2250.0%$384,994Consumer Cyclical

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 March 31, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $540.14M, reflecting overlapping institutional exposure to Apple Inc..

Shared Sector Exposure

SectorCombined valueShared holdings
Technology$1.82BAAPL, ADI, AMAT, AMD, AVGO, CRM, FIS, GLW, IBM, MSFT, MSI, NVDA, ORCL, QCOM
Financial Services$665.62MALL, AON, AXP, BAC, BK, BRK-B, BX, CME, FHN, JPM, MA, PGR, RJF, SCHW, SEIC, TROW, V, WFC
Communication Services$630.59MCMCSA, DIS, GOOG, GOOGL, META, T, VZ, WBD
Industrials$551.53MBA, CAT, CMI, CNI, CP, CSX, DE, EMR, FDX, FERG, GD, GE, HON, HWM, ITW, JCI, LHX, LMT, NSC, RSG, RTX, TRN, UNP, UPS, WWD, XYL
Consumer Cyclical$528.43MAMZN, BKNG, BWA, DRI, EBAY, HD, LOW, MCD, ORLY, QSR, SBUX, THO, TJX, TSCO, TSLA, WEN, WSM, YUM
Healthcare$469.84MABBV, ABT, AMGN, BDX, COR, CVS, EW, GILD, IQV, JNJ, LLY, MCK, MRK, NVO, NVS, PFE, SYK, UNH, VEEV
Consumer Defensive$385.74MCOST, KDP, KMB, KO, MDLZ, MKC, PEP, PG, PM, SJM, TGT, WMT
Other$327.52MAMRZ, BLK, CNH, ETN, G25457105, GRMN, ITOT, IVV, MDT, N6596X109, SPLG, TT, VOO
Energy$297.34MAPA, BKR, BP, COP, CVX, DVN, ENB, EPD, ET, FANG, HAL, KMI, MPC, NFG, OKE, OXY, PSX, SHEL, SU, XOM
Basic Materials$53.10MAPD, CLF, ECL, SHW, WDFC
Utilities$47.08MATO, GEV, PEG, SO
Real Estate$13.01MJOE, 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 ($540.14M combined).
  • Highest average portfolio weight in overlap: AAPL (4.6% conviction score).
  • Largest estimated mark-to-market gain since filing: NVDA ($141.95M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 160 shared holdings ($5.79B combined reported value).

Overlap Score Guide

ScoreMeaning
85–100Extremely high shared conviction
65–84Strong overlap
45–64Moderate overlap
25–44Limited overlap
0–24Minimal overlap

Related Overlap Pages