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 March 31, 2026).
Overlap Score
20
Minimal overlap
Shared Holdings
77 shared positions across both portfolios (1832 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 | $308.27M | $23.02M | $331.30M | 1.0% | $339.12M | Technology |
| JLL Jones Lang LaSalle Incorporated | $1.83M | $311.71M | $313.54M | 1.8% | $307.35M | Real Estate |
| AMG Affiliated Managers Group, Inc. | $1.26M | $294.42M | $295.67M | 1.7% | $380.06M | Financial Services |
| NVST Envista Holdings Corporation | $304,085 | $275.61M | $275.91M | 1.5% | $270.37M | Healthcare |
| NCLH Norwegian Cruise Line | $296,377 | $274.17M | $274.47M | 1.5% | $291.05M | — |
| GNRC Generac Holdlings Inc. | $1.19M | $252.91M | $254.10M | 1.4% | $348.89M | Industrials |
| PBH Prestige Consumer Healthcare In | $496,268 | $253.34M | $253.84M | 1.4% | $197.60M | Healthcare |
| CRL Charles River Laboratories Inte | $602,519 | $249.12M | $249.72M | 1.4% | $263.97M | Healthcare |
| LAZ Lazard, Inc. | $366,408 | $247.50M | $247.87M | 1.4% | $252.07M | Financial Services |
| FAF First American Corporation (New | $291,623 | $231.45M | $231.75M | 1.3% | $260.54M | Financial Services |
| BIO Bio-Rad Laboratories, Inc. | $209,063 | $219.09M | $219.30M | 1.2% | $223.95M | Healthcare |
| BOKF BOK Financial Corporation | $372,263 | $211.28M | $211.66M | 1.2% | $216.25M | Financial Services |
| CG The Carlyle Group Inc. | $401,158 | $192.68M | $193.08M | 1.1% | $182.31M | Financial Services |
| BYD Boyd Gaming Corporation | $5.74M | $186.91M | $192.65M | 1.1% | $196.64M | Consumer Cyclical |
| GNTX Gentex Corporation | $1.23M | $182.28M | $183.51M | 1.0% | $213.16M | Consumer Cyclical |
| SJM The J.M. Smucker Company | $909,020 | $179.42M | $180.33M | 1.0% | $211.22M | Consumer Defensive |
| MHK Mohawk Industries, Inc. | $559,706 | $171.78M | $172.34M | 1.0% | $189.11M | Consumer Cyclical |
| ZBRA Zebra Technologies Corporation | $375,755 | $162.53M | $162.91M | 0.9% | $181.53M | Technology |
| NTRS Northern Trust Corporation | $2.96M | $159.27M | $162.22M | 0.9% | $203.35M | Financial Services |
| ADT ADT Inc. | $114,956 | $127.95M | $128.07M | 0.7% | $126.31M | Industrials |
| LH Labcorp Holdings Inc. | $32.19M | $94.46M | $126.64M | 0.6% | $123.20M | Healthcare |
| AXTA Axalta | $578,958 | $96.03M | $96.61M | 0.5% | $118.59M | — |
| OMC Omnicom Group Inc. | $1.52M | $83.21M | $84.74M | 0.5% | $85.86M | Communication Services |
| NVT nVent Electric | $7.75M | $70.54M | $78.29M | 0.4% | $113.15M | — |
| DIS Walt Disney Company (The) | $11.37M | $63.07M | $74.44M | 0.4% | $77.90M | Communication Services |
| XRAY DENTSPLY SIRONA Inc. | $294,664 | $74.09M | $74.38M | 0.4% | $64.31M | Healthcare |
| LFUS Littelfuse, Inc. | $637,651 | $73.11M | $73.74M | 0.4% | $101.36M | Technology |
| BAC Bank of America Corporation | $48.10M | $24.97M | $73.07M | 0.3% | $84.73M | Financial Services |
| INTC Intel Corporation | $6.52M | $64.22M | $70.74M | 0.4% | $194.12M | Technology |
| SCHW Charles Schwab Corporation (The | $32.24M | $37.87M | $70.10M | 0.3% | $70.50M | Financial Services |
| KEYS Keysight Technologies Inc. | $11.23M | $57.69M | $68.92M | 0.4% | $85.60M | Technology |
| SLB Schlumberger N.V. | $4.30M | $63.59M | $67.89M | 0.4% | $66.49M | Energy |
| T AT&T Inc. | $14.83M | $43.17M | $58.00M | 0.3% | $44.90M | Communication Services |
| JNJ Johnson & Johnson | $47.53M | $9.91M | $57.44M | 0.2% | $55.04M | Healthcare |
| FSLR First Solar, Inc. | $833,000 | $53.55M | $54.39M | 0.3% | $70.25M | Technology |
| CVS CVS Health Corporation | $3.89M | $50.43M | $54.31M | 0.3% | $74.99M | Healthcare |
| BMY Bristol-Myers Squibb Company | $10.21M | $43.77M | $53.98M | 0.3% | $49.20M | Healthcare |
| FDS FactSet Research Systems Inc. | $642,094 | $48.83M | $49.48M | 0.3% | $52.05M | Financial Services |
| KKR KKR & Co. Inc. | $1.95M | $40.64M | $42.60M | 0.2% | $44.75M | Financial Services |
| CVX Chevron Corporation | $33.25M | $8.59M | $41.84M | 0.1% | $35.91M | Energy |
| HPE Hewlett Packard Enterprise Comp | $1.88M | $39.51M | $41.39M | 0.2% | $83.78M | Technology |
| FDX FedEx Corporation | $5.51M | $35.23M | $40.74M | 0.2% | $37.28M | Industrials |
| MTB M&T Bank Corporation | $1.78M | $36.72M | $38.50M | 0.2% | $42.06M | Financial Services |
| CBRE CBRE Group Inc | $2.14M | $35.65M | $37.79M | 0.2% | $36.49M | Real Estate |
| MAS Masco Corporation | $5.93M | $31.60M | $37.53M | 0.2% | $45.14M | Industrials |
| GILD Gilead Sciences, Inc. | $6.99M | $28.19M | $35.18M | 0.2% | $31.67M | Healthcare |
| AJG Arthur J. Gallagher & Co. | $30.29M | $4.28M | $34.57M | 0.1% | $34.49M | Financial Services |
| SWK Stanley Black & Decker, Inc. | $1.10M | $28.21M | $29.30M | 0.2% | $34.01M | Industrials |
| AFL AFLAC Incorporated | $2.95M | $26.25M | $29.20M | 0.2% | $30.93M | Financial Services |
| FITB Fifth Third Bancorp | $2.19M | $26.36M | $28.55M | 0.2% | $32.31M | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $5.44M | $27.80M | 0.1% | $35.54M | Technology |
| PGR Progressive Corporation (The) | $27.24M | $200,222 | $27.44M | 0.1% | $28.29M | Financial Services |
| FI Fiserv, Inc. | $1.43M | $24.14M | $25.57M | 0.1% | — | Technology |
| TAP Molson Coors Beverage Company | $525,252 | $23.63M | $24.15M | 0.1% | $21.90M | Consumer Defensive |
| KMX CarMax Inc | $268,607 | $23.37M | $23.63M | 0.1% | $26.96M | Consumer Cyclical |
| CNP CenterPoint Energy, Inc (Holdin | $938,678 | $20.58M | $21.52M | 0.1% | $21.26M | Utilities |
| LMT Lockheed Martin Corporation | $12.78M | $7.93M | $20.70M | 0.1% | $18.23M | Industrials |
| ORCL Oracle Corporation | $17.02M | $2.41M | $19.42M | 0.1% | $24.23M | Technology |
| SSD Simpson Manufacturing Company, | $204,572 | $15.75M | $15.95M | 0.1% | $17.83M | Basic Materials |
| VWO Vanguard FTSE Emerging Markets | $14.37M | $1.09M | $15.46M | 0.0% | $17.11M | — |
| IWN iShares Russell 2000 Value ETF | $2.72M | $12.41M | $15.13M | 0.1% | $17.05M | — |
| VXUS Vanguard Total International St | $14.38M | $361,260 | $14.74M | 0.0% | $16.46M | — |
| SNA Snap-On Incorporated | $1.64M | $11.84M | $13.48M | 0.1% | $14.15M | Industrials |
| VT Vanguard Total World Stock Inde | $11.45M | $1.38M | $12.83M | 0.0% | $14.51M | — |
| APA APA Corporation | $2.70M | $9.43M | $12.13M | 0.1% | $9.70M | Energy |
| B Barrick Gold | $1.47M | $8.45M | $9.92M | 0.1% | $10.04M | — |
| RCL Royal Caribbean | $8.22M | $478,813 | $8.70M | 0.0% | $9.53M | — |
| KB KB Financial Group Inc | $2.49M | $4.98M | $7.47M | 0.0% | $7.97M | Financial Services |
| ZBH Zimmer Biomet Holdings, Inc. | $5.84M | $272,526 | $6.12M | 0.0% | $5.90M | Healthcare |
| BWA BorgWarner Inc. | $1.36M | $3.53M | $4.89M | 0.0% | $6.35M | Consumer Cyclical |
| MOS Mosaic Company (The) | $555,464 | $3.78M | $4.34M | 0.0% | $3.83M | Basic Materials |
| MSI Motorola Solutions, Inc. | $3.70M | $302,043 | $4.00M | 0.0% | $3.70M | Technology |
| BAP Credicorp | $496,611 | $2.57M | $3.07M | 0.0% | $3.50M | — |
| HDB HDFC Bank Limited | $1.72M | $350,111 | $2.07M | 0.0% | $2.06M | Financial Services |
| IWS iShares Russell Mid-cap Value E | $1.15M | $166,872 | $1.32M | 0.0% | $1.46M | — |
| FICO Fair Isaac Corporation | $1.01M | $217,778 | $1.23M | 0.0% | $1.29M | Technology |
| BRC Brady Corporation | $270,773 | $224,547 | $495,320 | 0.0% | $508,795 | Industrials |
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 March 31, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $331.30M, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $1.75B | AFL, AJG, AMG, BAC, BOKF, CG, FAF, FDS, FITB, HDB, KB, KKR, LAZ, MTB, NTRS, PGR, SCHW |
| Healthcare | $1.41B | BIO, BMY, CRL, CVS, GILD, JNJ, LH, NVST, PBH, XRAY, ZBH |
| Technology | $881.40M | FI, FICO, FSLR, HPE, INTC, KEYS, LFUS, MSFT, MSI, ORCL, TSM, ZBRA |
| Consumer Cyclical | $577.03M | BWA, BYD, GNTX, KMX, MHK |
| Other | $530.54M | AXTA, B, BAP, IWN, IWS, NCLH, NVT, RCL, VT, VWO, VXUS |
| Industrials | $524.41M | ADT, BRC, FDX, GNRC, LMT, MAS, SNA, SWK |
| Real Estate | $351.33M | CBRE, JLL |
| Communication Services | $217.17M | DIS, OMC, T |
| Consumer Defensive | $204.48M | SJM, TAP |
| Energy | $121.86M | APA, CVX, SLB |
| Utilities | $21.52M | CNP |
| Basic Materials | $20.29M | 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 ($331.30M combined).
- Highest average portfolio weight in overlap: JLL (1.8% conviction score).
- Largest estimated mark-to-market gain since filing: INTC ($123.38M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Ariel Appreciation Fund decreased between Q4 2001 and Q1 2001, with 77 shared holdings in the latest period ($6.60B combined reported value) versus 84 in the prior period ($7.75B).
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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