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
19
Minimal overlap
Shared Holdings
77 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 |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $338.04M | $23.02M | $361.06M | 1.0% | $380.92M | Technology |
| JLL Jones Lang LaSalle Incorporated | $1.47M | $311.71M | $313.18M | 1.8% | $353.03M | Real Estate |
| AMG Affiliated Managers Group, Inc. | $1.47M | $294.42M | $295.88M | 1.7% | $395.42M | Financial Services |
| SPHR Sphere Entertainment Co. | $207,463 | $289.08M | $289.28M | 1.6% | $348.09M | Communication Services |
| NVST Envista Holdings Corporation | $301,313 | $275.61M | $275.91M | 1.5% | $293.19M | Healthcare |
| NCLH Norwegian Cruise Line | $238,522 | $274.17M | $274.41M | 1.5% | $311.36M | — |
| GNRC Generac Holdlings Inc. | $1.88M | $252.91M | $254.79M | 1.4% | $254.52M | Industrials |
| PBH Prestige Consumer Healthcare In | $375,655 | $253.34M | $253.71M | 1.4% | $221.48M | Healthcare |
| CRL Charles River Laboratories Inte | $636,115 | $249.12M | $249.76M | 1.4% | $347.90M | Healthcare |
| LAZ Lazard, Inc. | $256,197 | $247.50M | $247.76M | 1.4% | $249.39M | Financial Services |
| MSGS Madison Square Garden Sports Co | $214,583 | $230.55M | $230.77M | 1.3% | $285.78M | Communication Services |
| BOKF BOK Financial Corporation | $399,688 | $211.28M | $211.68M | 1.2% | $235.42M | Financial Services |
| MIDD The Middleby Corporation | $204,692 | $208.75M | $208.96M | 1.2% | $212.86M | Industrials |
| BYD Boyd Gaming Corporation | $6.85M | $186.91M | $193.76M | 1.1% | $214.64M | Consumer Cyclical |
| CG The Carlyle Group Inc. | $328,190 | $192.68M | $193.01M | 1.1% | $185.39M | Financial Services |
| GNTX Gentex Corporation | $1.63M | $182.28M | $183.92M | 1.0% | $202.19M | Consumer Cyclical |
| SJM The J.M. Smucker Company | $1.01M | $179.42M | $180.44M | 1.0% | $230.02M | Consumer Defensive |
| MHK Mohawk Industries, Inc. | $797,575 | $171.78M | $172.58M | 1.0% | $205.14M | Consumer Cyclical |
| NTRS Northern Trust Corporation | $3.88M | $159.27M | $163.14M | 0.9% | $210.42M | Financial Services |
| ZBRA Zebra Technologies Corporation | $475,759 | $162.53M | $163.01M | 0.9% | $221.60M | Technology |
| LH Labcorp Holdings Inc. | $35.62M | $94.46M | $130.08M | 0.6% | $151.22M | Healthcare |
| ADT ADT Inc. | $321,308 | $127.95M | $128.27M | 0.7% | $143.31M | Industrials |
| AXTA Axalta | $665,956 | $96.03M | $96.70M | 0.5% | $123.56M | — |
| INTC Intel Corporation | $24.55M | $64.22M | $88.77M | 0.4% | $140.76M | Technology |
| BAC Bank of America Corporation | $60.68M | $24.97M | $85.65M | 0.3% | $98.76M | Financial Services |
| OMC Omnicom Group Inc. | $893,684 | $83.21M | $84.11M | 0.5% | $96.33M | Communication Services |
| NVT nVent Electric | $12.98M | $70.54M | $83.52M | 0.4% | $95.39M | — |
| XRAY DENTSPLY SIRONA Inc. | $126,164 | $74.09M | $74.21M | 0.4% | $86.32M | Healthcare |
| LFUS Littelfuse, Inc. | $846,022 | $73.11M | $73.95M | 0.4% | $85.19M | Technology |
| DIS Walt Disney Company (The) | $10.64M | $63.07M | $73.71M | 0.4% | $75.65M | Communication Services |
| KEYS Keysight Technologies Inc. | $15.66M | $57.69M | $73.35M | 0.4% | $76.00M | Technology |
| SCHW Charles Schwab Corporation (The | $30.23M | $37.87M | $68.10M | 0.3% | $77.42M | Financial Services |
| SLB Schlumberger N.V. | $4.24M | $63.59M | $67.83M | 0.4% | $66.40M | Energy |
| JNJ Johnson & Johnson | $51.62M | $9.91M | $61.54M | 0.2% | $65.03M | Healthcare |
| CVS CVS Health Corporation | $5.77M | $50.43M | $56.20M | 0.3% | $82.87M | Healthcare |
| FSLR First Solar, Inc. | $829,364 | $53.55M | $54.38M | 0.3% | $55.71M | Technology |
| BMY Bristol-Myers Squibb Company | $10.36M | $43.77M | $54.14M | 0.3% | $57.34M | Healthcare |
| T AT&T Inc. | $10.39M | $43.17M | $53.56M | 0.3% | $49.10M | Communication Services |
| FDS FactSet Research Systems Inc. | $882,174 | $48.83M | $49.72M | 0.3% | $64.97M | Financial Services |
| HPE Hewlett Packard Enterprise Comp | $3.49M | $39.51M | $43.00M | 0.2% | $79.18M | Technology |
| KKR KKR & Co. Inc. | $2.00M | $40.64M | $42.64M | 0.2% | $47.34M | Financial Services |
| MAS Masco Corporation | $9.11M | $31.60M | $40.71M | 0.2% | $51.85M | Industrials |
| FDX FedEx Corporation | $4.34M | $35.23M | $39.57M | 0.2% | $35.26M | Industrials |
| MTB M&T Bank Corporation | $2.20M | $36.72M | $38.92M | 0.2% | $47.21M | Financial Services |
| AJG Arthur J. Gallagher & Co. | $34.39M | $4.28M | $38.67M | 0.1% | $44.99M | Financial Services |
| CBRE CBRE Group Inc | $1.86M | $35.65M | $37.51M | 0.2% | $40.73M | Real Estate |
| CVX Chevron Corporation | $28.80M | $8.59M | $37.39M | 0.1% | $40.38M | Energy |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $5.44M | $36.77M | 0.1% | $32.05M | Technology |
| GILD Gilead Sciences, Inc. | $7.41M | $28.19M | $35.60M | 0.2% | $35.05M | Healthcare |
| SWK Stanley Black & Decker, Inc. | $1.73M | $28.21M | $29.94M | 0.2% | $39.12M | Industrials |
| PGR Progressive Corporation (The) | $29.59M | $200,222 | $29.79M | 0.1% | $29.96M | Financial Services |
| AFL AFLAC Incorporated | $3.08M | $26.25M | $29.33M | 0.2% | $34.40M | Financial Services |
| FITB Fifth Third Bancorp | $2.78M | $26.36M | $29.14M | 0.2% | $35.65M | Financial Services |
| FI Fiserv, Inc. | $930,644 | $24.14M | $25.07M | 0.1% | — | Technology |
| TAP Molson Coors Beverage Company | $1.12M | $23.63M | $24.75M | 0.1% | $24.55M | Consumer Defensive |
| KMX CarMax Inc | $312,369 | $23.37M | $23.68M | 0.1% | $33.44M | Consumer Cyclical |
| CNP CenterPoint Energy, Inc (Holdin | $1.05M | $20.58M | $21.63M | 0.1% | $22.08M | Utilities |
| LMT Lockheed Martin Corporation | $11.52M | $7.93M | $19.44M | 0.1% | $20.76M | Industrials |
| ORCL Oracle Corporation | $16.05M | $2.41M | $18.45M | 0.1% | $15.10M | Technology |
| VWO Vanguard FTSE Emerging Markets | $16.20M | $1.09M | $17.29M | 0.0% | $16.84M | — |
| SSD Simpson Manufacturing Company, | $276,133 | $15.75M | $16.02M | 0.1% | $18.45M | Basic Materials |
| IWN iShares Russell 2000 Value ETF | $3.16M | $12.41M | $15.57M | 0.1% | $17.87M | — |
| VXUS Vanguard Total International St | $15.21M | $361,260 | $15.57M | 0.0% | $15.20M | — |
| VT Vanguard Total World Stock Inde | $13.25M | $1.38M | $14.63M | 0.0% | $14.57M | — |
| SNA Snap-On Incorporated | $1.57M | $11.84M | $13.42M | 0.1% | $15.31M | Industrials |
| APA APA Corporation | $2.11M | $9.43M | $11.54M | 0.1% | $10.03M | Energy |
| B Barrick Gold | $1.41M | $8.45M | $9.87M | 0.1% | $9.02M | — |
| KB KB Financial Group Inc | $2.86M | $4.98M | $7.84M | 0.0% | $8.93M | Financial Services |
| RCL Royal Caribbean | $6.69M | $478,813 | $7.16M | 0.0% | $7.35M | — |
| ZBH Zimmer Biomet Holdings, Inc. | $5.29M | $272,526 | $5.56M | 0.0% | $6.17M | Healthcare |
| BWA BorgWarner Inc. | $1.80M | $3.53M | $5.33M | 0.0% | $5.82M | Consumer Cyclical |
| MOS Mosaic Company (The) | $721,347 | $3.78M | $4.50M | 0.0% | $4.21M | Basic Materials |
| MSI Motorola Solutions, Inc. | $3.11M | $302,043 | $3.41M | 0.0% | $3.60M | Technology |
| BAP Credicorp | $565,576 | $2.57M | $3.14M | 0.0% | $3.51M | — |
| HDB HDFC Bank Limited | $1.70M | $350,111 | $2.05M | 0.0% | $1.89M | Financial Services |
| IWS iShares Russell Mid-cap Value E | $1.49M | $166,872 | $1.66M | 0.0% | $1.73M | — |
| FICO Fair Isaac Corporation | $1.30M | $217,778 | $1.52M | 0.0% | $1.73M | Technology |
Largest Shared Position
Microsoft Corporation (MSFT) 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 MSFT positions reported by both investment firms is approximately $361.06M, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $1.53B | AFL, AJG, AMG, BAC, BOKF, CG, FDS, FITB, HDB, KB, KKR, LAZ, MTB, NTRS, PGR, SCHW |
| Healthcare | $1.20B | BMY, CRL, CVS, GILD, JNJ, LH, NVST, PBH, XRAY, ZBH |
| Technology | $942.74M | FI, FICO, FSLR, HPE, INTC, KEYS, LFUS, MSFT, MSI, ORCL, TSM, ZBRA |
| Industrials | $735.10M | ADT, FDX, GNRC, LMT, MAS, MIDD, SNA, SWK |
| Communication Services | $731.43M | DIS, MSGS, OMC, SPHR, T |
| Consumer Cyclical | $579.26M | BWA, BYD, GNTX, KMX, MHK |
| Other | $539.53M | AXTA, B, BAP, IWN, IWS, NCLH, NVT, RCL, VT, VWO, VXUS |
| Real Estate | $350.68M | CBRE, JLL |
| Consumer Defensive | $205.19M | SJM, TAP |
| Energy | $116.76M | APA, CVX, SLB |
| Utilities | $21.63M | CNP |
| Basic Materials | $20.53M | 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: MSFT ($361.06M combined).
- Highest average portfolio weight in overlap: JLL (1.8% conviction score).
- Largest estimated mark-to-market gain since filing: AMG ($99.54M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 77 shared holdings ($6.60B combined reported value).
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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