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 & Ariel Appreciation Fund Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Ariel Appreciation Fund based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
21
Minimal overlap
Shared Holdings
79 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 104 for Ariel Appreciation Fund).
| Stock | Sequoia Financial Advisors value | Ariel Appreciation Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| CRL Charles River Laboratories Inte | $636,115 | $341.59M | $342.22M | 1.7% | $425.04M | Healthcare |
| AMG Affiliated Managers Group, Inc. | $1.47M | $338.29M | $339.76M | 1.7% | $353.59M | Financial Services |
| JLL Jones Lang LaSalle Incorporated | $1.47M | $328.63M | $330.10M | 1.6% | $358.74M | Real Estate |
| NCLH Norwegian Cruise Line | $238,522 | $325.75M | $325.99M | 1.6% | $222.21M | — |
| GNRC Generac Holdlings Inc. | $1.88M | $292.21M | $294.09M | 1.5% | $208.14M | Industrials |
| SPHR Sphere Entertainment Co. | $207,463 | $288.15M | $288.36M | 1.4% | $241.55M | Communication Services |
| MIDD The Middleby Corporation | $204,692 | $282.79M | $282.99M | 1.4% | $183.18M | Industrials |
| MSGS Madison Square Garden Sports Co | $214,583 | $264.63M | $264.85M | 1.3% | $260.10M | Communication Services |
| NVST Envista Holdings Corporation | $301,313 | $258.71M | $259.01M | 1.3% | $232.86M | Healthcare |
| ZBRA Zebra Technologies Corporation | $475,759 | $242.99M | $243.46M | 1.2% | $321.66M | Technology |
| LAZ Lazard, Inc. | $256,197 | $241.38M | $241.64M | 1.2% | $207.76M | Financial Services |
| PBH Prestige Consumer Healthcare In | $375,655 | $230.14M | $230.52M | 1.2% | $226.62M | Healthcare |
| BOKF BOK Financial Corporation | $399,688 | $226.02M | $226.42M | 1.1% | $216.86M | Financial Services |
| MHK Mohawk Industries, Inc. | $797,575 | $213.15M | $213.95M | 1.1% | $226.40M | Consumer Cyclical |
| GNTX Gentex Corporation | $1.63M | $209.99M | $211.62M | 1.1% | $188.09M | Consumer Cyclical |
| SJM The J.M. Smucker Company | $1.01M | $202.37M | $203.39M | 1.0% | $223.73M | Consumer Defensive |
| BYD Boyd Gaming Corporation | $6.85M | $192.77M | $199.62M | 1.0% | $167.80M | Consumer Cyclical |
| CG The Carlyle Group Inc. | $328,190 | $191.55M | $191.87M | 1.0% | $183.03M | Financial Services |
| NTRS Northern Trust Corporation | $3.88M | $169.03M | $172.91M | 0.9% | $175.99M | Financial Services |
| HAE Haemonetics Corporation | $304,350 | $154.57M | $154.88M | 0.8% | $222.20M | Healthcare |
| MAS Masco Corporation | $9.11M | $133.05M | $142.16M | 0.7% | $119.20M | Industrials |
| LH Labcorp Holdings Inc. | $35.62M | $97.75M | $133.38M | 0.6% | $153.73M | Healthcare |
| AXTA Axalta | $665,956 | $118.47M | $119.14M | 0.6% | $113.60M | — |
| ADT ADT Inc. | $321,308 | $116.08M | $116.40M | 0.6% | $125.18M | Industrials |
| INTC Intel Corporation | $24.55M | $76.63M | $101.18M | 0.4% | $78.84M | Technology |
| BAC Bank of America Corporation | $60.68M | $28.07M | $88.75M | 0.3% | $90.62M | Financial Services |
| OMC Omnicom Group Inc. | $893,684 | $85.54M | $86.43M | 0.4% | $93.28M | Communication Services |
| XRAY DENTSPLY SIRONA Inc. | $126,164 | $85.16M | $85.28M | 0.4% | $75.36M | Healthcare |
| CVS CVS Health Corporation | $5.77M | $75.53M | $81.30M | 0.4% | $70.94M | Healthcare |
| SCHW Charles Schwab Corporation (The | $30.23M | $48.47M | $78.70M | 0.3% | $89.25M | Financial Services |
| LFUS Littelfuse, Inc. | $846,022 | $74.39M | $75.24M | 0.4% | $66.40M | Technology |
| VEA Vanguard FTSE Developed Markets | $68.39M | $5.41M | $73.81M | 0.2% | $74.74M | — |
| DIS Walt Disney Company (The) | $10.64M | $61.16M | $71.81M | 0.3% | $78.60M | Communication Services |
| KEYS Keysight Technologies Inc. | $15.66M | $51.01M | $66.67M | 0.3% | $63.12M | Technology |
| NVT nVent Electric | $12.98M | $50.72M | $63.70M | 0.3% | $56.84M | — |
| JNJ Johnson & Johnson | $51.62M | $8.99M | $60.61M | 0.2% | $64.49M | Healthcare |
| SLB Schlumberger N.V. | $4.24M | $54.08M | $58.32M | 0.3% | $65.34M | Energy |
| FSLR First Solar, Inc. | $829,364 | $57.21M | $58.04M | 0.3% | $49.48M | Technology |
| FDS FactSet Research Systems Inc. | $882,174 | $53.86M | $54.74M | 0.3% | $66.35M | Financial Services |
| BMY Bristol-Myers Squibb Company | $10.36M | $40.13M | $50.49M | 0.2% | $55.07M | Healthcare |
| PPL PPL Corporation | $1.40M | $49.07M | $50.48M | 0.2% | $46.66M | Utilities |
| T AT&T Inc. | $10.39M | $39.84M | $50.23M | 0.2% | $61.61M | Communication Services |
| CBRE CBRE Group Inc | $1.86M | $46.27M | $48.13M | 0.2% | $49.78M | Real Estate |
| MTB M&T Bank Corporation | $2.20M | $41.55M | $43.75M | 0.2% | $41.61M | Financial Services |
| PGR Progressive Corporation (The) | $29.59M | $12.87M | $42.46M | 0.1% | $42.04M | Financial Services |
| KKR KKR & Co. Inc. | $2.00M | $38.94M | $40.93M | 0.2% | $43.79M | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $8.52M | $39.85M | 0.1% | $35.90M | Technology |
| DT Dynatrace, Inc. | $4.42M | $34.62M | $39.04M | 0.2% | $49.64M | Technology |
| AJG Arthur J. Gallagher & Co. | $34.39M | $4.27M | $38.66M | 0.1% | $40.65M | Financial Services |
| HPE Hewlett Packard Enterprise Comp | $3.49M | $33.89M | $37.38M | 0.2% | $50.58M | Technology |
| CVX Chevron Corporation | $28.80M | $5.74M | $34.54M | 0.1% | $44.09M | Energy |
| FDX FedEx Corporation | $4.34M | $29.90M | $34.24M | 0.2% | $33.45M | Industrials |
| FITB Fifth Third Bancorp | $2.78M | $31.27M | $34.05M | 0.2% | $32.18M | Financial Services |
| HLI Houlihan Lokey, Inc. | $446,385 | $32.80M | $33.24M | 0.2% | $32.88M | Financial Services |
| GILD Gilead Sciences, Inc. | $7.41M | $24.72M | $32.13M | 0.1% | $38.37M | Healthcare |
| AFL AFLAC Incorporated | $3.08M | $27.70M | $30.77M | 0.1% | $30.60M | Financial Services |
| RCL Royal Caribbean | $6.69M | $21.33M | $28.01M | 0.1% | $22.03M | — |
| FI Fiserv, Inc. | $930,644 | $26.74M | $27.67M | 0.1% | $35.93M | Technology |
| COF Capital One Financial Corporati | $5.17M | $21.73M | $26.90M | 0.1% | $27.09M | Financial Services |
| CNP CenterPoint Energy, Inc (Holdin | $1.05M | $20.26M | $21.31M | 0.1% | $18.66M | Utilities |
| SSD Simpson Manufacturing Company, | $276,133 | $20.85M | $21.13M | 0.1% | $17.40M | Basic Materials |
| IWN iShares Russell 2000 Value ETF | $3.16M | $16.97M | $20.13M | 0.1% | $19.72M | — |
| KMX CarMax Inc | $312,369 | $18.33M | $18.64M | 0.1% | $20.58M | Consumer Cyclical |
| ORCL Oracle Corporation | $16.05M | $2.01M | $18.06M | 0.1% | $18.56M | Technology |
| VT Vanguard Total World Stock Inde | $13.25M | $4.39M | $17.64M | 0.1% | $17.89M | — |
| LMT Lockheed Martin Corporation | $11.52M | $5.63M | $17.14M | 0.1% | $18.11M | Industrials |
| VWO Vanguard FTSE Emerging Markets | $16.20M | $600,780 | $16.80M | 0.0% | $16.86M | — |
| SNA Snap-On Incorporated | $1.57M | $11.65M | $13.22M | 0.1% | $12.21M | Industrials |
| B Barrick Gold | $1.41M | $7.14M | $8.56M | 0.0% | $10.18M | — |
| APA APA Corporation | $2.11M | $6.07M | $8.19M | 0.0% | $11.43M | Energy |
| IWD iShares Russell 1000 Value ETF | $6.53M | $216,975 | $6.75M | 0.0% | $7.04M | — |
| KB KB Financial Group Inc | $2.86M | $2.81M | $5.67M | 0.0% | $7.01M | Financial Services |
| ZBH Zimmer Biomet Holdings, Inc. | $5.29M | $258,184 | $5.55M | 0.0% | $6.07M | Healthcare |
| BWA BorgWarner Inc. | $1.80M | $3.66M | $5.46M | 0.0% | $5.24M | Consumer Cyclical |
| MSI Motorola Solutions, Inc. | $3.11M | $287,381 | $3.40M | 0.0% | $3.76M | Technology |
| MOS Mosaic Company (The) | $721,347 | $2.62M | $3.34M | 0.0% | $4.00M | Basic Materials |
| HDB HDFC Bank Limited | $1.70M | $363,480 | $2.07M | 0.0% | $1.81M | Financial Services |
| IWS iShares Russell Mid-cap Value E | $1.49M | $188,467 | $1.68M | 0.0% | $1.69M | — |
| FICO Fair Isaac Corporation | $1.30M | $242,540 | $1.54M | 0.0% | $1.25M | Technology |
Largest Shared Position
Charles River Laboratories Inte (CRL) represents the largest overlapping position between Sequoia Financial Advisors and Ariel Appreciation Fund based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of CRL positions reported by both investment firms is approximately $342.22M, reflecting overlapping institutional exposure to Charles River Laboratories Inte.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $1.69B | AFL, AJG, AMG, BAC, BOKF, CG, COF, FDS, FITB, HDB, HLI, KB, KKR, LAZ, MTB, NTRS, PGR, SCHW |
| Healthcare | $1.44B | BMY, CRL, CVS, GILD, HAE, JNJ, LH, NVST, PBH, XRAY, ZBH |
| Industrials | $900.24M | ADT, FDX, GNRC, LMT, MAS, MIDD, SNA |
| Communication Services | $761.67M | DIS, MSGS, OMC, SPHR, T |
| Technology | $711.52M | DT, FI, FICO, FSLR, HPE, INTC, KEYS, LFUS, MSI, ORCL, TSM, ZBRA |
| Other | $682.19M | AXTA, B, IWD, IWN, IWS, NCLH, NVT, RCL, VEA, VT, VWO |
| Consumer Cyclical | $649.29M | BWA, BYD, GNTX, KMX, MHK |
| Real Estate | $378.23M | CBRE, JLL |
| Consumer Defensive | $203.39M | SJM |
| Energy | $101.05M | APA, CVX, SLB |
| Utilities | $71.79M | CNP, PPL |
| Basic Materials | $24.47M | MOS, SSD |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Ariel Appreciation 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: CRL ($342.22M combined).
- Highest average portfolio weight in overlap: CRL (1.7% conviction score).
- Largest estimated mark-to-market gain since filing: CRL ($82.81M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Ariel Appreciation Fund increased between Q1 2001 and Q2 2001, with 79 shared holdings in the latest period ($7.61B combined reported value) versus 77 in the prior period ($6.60B).
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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