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 & Hillman Value Fund Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Hillman Value Fund based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
6
Minimal overlap
Shared Holdings
53 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 56 for Hillman Value Fund).
| Stock | Sequoia Financial Advisors value | Hillman Value Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $338.04M | $4.01M | $342.05M | 2.2% | $360.72M | Technology |
| GOOG Alphabet Inc. | $269.00M | $323,291 | $269.32M | 0.8% | $253.59M | Communication Services |
| GOOGL Alphabet Inc. | $168.86M | $1,725 | $168.86M | 0.4% | $157.68M | Communication Services |
| RTX RTX Corporation | $114.20M | $380,978 | $114.58M | 0.4% | $131.99M | Industrials |
| IVV iShares Core S&P 500 ETF | $72.31M | $816,513 | $73.12M | 0.5% | $72.79M | — |
| BLK BlackRock | $47.89M | $333,713 | $48.22M | 0.2% | $55.04M | — |
| SPLG SPDR Portfolio S&P 500 ETF | $46.24M | $340,144 | $46.58M | 0.2% | — | — |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $2.69M | $34.02M | 1.0% | $28.86M | Technology |
| GE GE Aerospace | $33.00M | $363,793 | $33.36M | 0.2% | $32.57M | Industrials |
| CRM Salesforce, Inc. | $29.94M | $2.05M | $31.98M | 0.8% | $36.68M | Technology |
| UNH UnitedHealth Group Incorporated | $23.63M | $2.00M | $25.63M | 0.8% | $27.55M | Healthcare |
| ORCL Oracle Corporation | $16.05M | $2.37M | $18.42M | 0.9% | $15.07M | Technology |
| BA Boeing Company (The) | $13.94M | $4.44M | $18.39M | 1.6% | $19.22M | Industrials |
| VZ Verizon Communications Inc. | $14.33M | $3.26M | $17.60M | 1.2% | $19.45M | Communication Services |
| CMCSA Comcast Corporation | $13.19M | $2.73M | $15.92M | 1.0% | $15.30M | Communication Services |
| BMY Bristol-Myers Squibb Company | $10.36M | $3.22M | $13.58M | 1.1% | $14.82M | Healthcare |
| PFE Pfizer, Inc. | $8.00M | $5.28M | $13.28M | 1.9% | $13.13M | Healthcare |
| DIS Walt Disney Company (The) | $10.64M | $2.37M | $13.02M | 0.9% | $13.37M | Communication Services |
| USB U.S. Bancorp | $9.84M | $2.73M | $12.57M | 1.0% | $13.88M | Financial Services |
| EFA iShares MSCI EAFE ETF | $8.54M | $3.00M | $11.53M | 1.1% | $11.74M | — |
| CVS CVS Health Corporation | $5.77M | $4.85M | $10.61M | 1.7% | $13.47M | Healthcare |
| ZBH Zimmer Biomet Holdings, Inc. | $5.29M | $5.04M | $10.33M | 1.8% | $11.22M | Healthcare |
| UPS United Parcel Service, Inc. | $6.09M | $2.20M | $8.28M | 0.8% | $8.33M | Industrials |
| WBD Warner Bros. Discovery, Inc. - | $2.36M | $5.39M | $7.75M | 1.9% | $7.30M | Communication Services |
| TMO Thermo Fisher Scientific Inc | $7.43M | $322,444 | $7.75M | 0.1% | $8.91M | Healthcare |
| BIIB Biogen Inc. | $2.03M | $5.42M | $7.44M | 1.9% | $8.00M | Healthcare |
| ADBE Adobe Inc. | $3.43M | $3.94M | $7.37M | 1.4% | $8.21M | Technology |
| GSK GSK plc | $1.90M | $5.38M | $7.28M | 1.9% | $7.18M | Healthcare |
| AKAM Akamai Technologies, Inc. | $3.63M | $2.62M | $6.25M | 0.9% | $5.98M | Technology |
| KHC The Kraft Heinz Company | $1.55M | $4.52M | $6.07M | 1.6% | $7.28M | Consumer Defensive |
| NKE Nike, Inc. | $1.76M | $4.11M | $5.87M | 1.4% | $5.20M | Consumer Cyclical |
| IFF International Flavors & Fragran | $587,489 | $5.28M | $5.87M | 1.8% | $6.35M | Basic Materials |
| FI Fiserv, Inc. | $930,644 | $4.50M | $5.44M | 1.6% | — | Technology |
| IWR iShares Russell Mid-Cap ETF | $4.73M | $238,140 | $4.97M | 0.1% | $5.02M | — |
| BF-B Brown Forman Inc | $247,477 | $4.66M | $4.91M | 1.6% | $5.37M | Consumer Defensive |
| KMX CarMax Inc | $312,369 | $4.54M | $4.85M | 1.6% | $6.78M | Consumer Cyclical |
| BAX Baxter International Inc. | $475,911 | $4.15M | $4.63M | 1.4% | $6.57M | Healthcare |
| EL Estee Lauder Companies, Inc. (T | $608,348 | $3.74M | $4.35M | 1.3% | $5.07M | Consumer Defensive |
| TROW T. Rowe Price Group, Inc. | $1.96M | $2.33M | $4.30M | 0.8% | $5.25M | Financial Services |
| CPB The Campbell's Company | $387,865 | $3.70M | $4.09M | 1.3% | $4.19M | Consumer Defensive |
| NOW ServiceNow, Inc. | $3.60M | $353,065 | $3.96M | 0.1% | $4.39M | Technology |
| BDX Becton, Dickinson and Company | $1.52M | $2.23M | $3.76M | 0.8% | $4.04M | Healthcare |
| MDT Medtronic | $3.43M | $317,832 | $3.75M | 0.1% | $4.13M | — |
| STZ Constellation Brands, Inc. | $677,331 | $2.82M | $3.50M | 1.0% | $3.12M | Consumer Defensive |
| HSY The Hershey Company | $1.26M | $2.21M | $3.47M | 0.8% | $3.26M | Consumer Defensive |
| INTU Intuit Inc. | $2.99M | $413,788 | $3.40M | 0.2% | $3.88M | Technology |
| WST West Pharmaceutical Services, I | $1.12M | $2.23M | $3.35M | 0.8% | $4.05M | Healthcare |
| CAG ConAgra Brands, Inc. | $851,886 | $2.32M | $3.17M | 0.8% | $3.25M | Consumer Defensive |
| EFX Equifax, Inc. | $646,107 | $2.44M | $3.09M | 0.8% | $3.30M | Industrials |
| APD Air Products and Chemicals, Inc | $2.50M | $388,966 | $2.89M | 0.1% | $2.89M | Basic Materials |
| DEO Diageo plc | $442,722 | $2.05M | $2.49M | 0.7% | $2.94M | Consumer Defensive |
| CSGP CoStar Group, Inc. | $1.55M | $345,189 | $1.90M | 0.1% | $1.92M | Real Estate |
| CLX Clorox Company (The) | $529,699 | $368,405 | $898,104 | 0.1% | $913,414 | Consumer Defensive |
Largest Shared Position
Microsoft Corporation (MSFT) represents the largest overlapping position between Sequoia Financial Advisors and Hillman Value 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 $342.05M, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $492.46M | CMCSA, DIS, GOOG, GOOGL, VZ, WBD |
| Technology | $452.88M | ADBE, AKAM, CRM, FI, INTU, MSFT, NOW, ORCL, TSM |
| Other | $188.17M | BLK, EFA, IVV, IWR, MDT, SPLG |
| Industrials | $177.69M | BA, EFX, GE, RTX, UPS |
| Healthcare | $107.64M | BAX, BDX, BIIB, BMY, CVS, GSK, PFE, TMO, UNH, WST, ZBH |
| Consumer Defensive | $32.95M | BF-B, CAG, CLX, CPB, DEO, EL, HSY, KHC, STZ |
| Financial Services | $16.87M | TROW, USB |
| Consumer Cyclical | $10.73M | KMX, NKE |
| Basic Materials | $8.76M | APD, IFF |
| Real Estate | $1.90M | CSGP |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Hillman 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: MSFT ($342.05M combined).
- Highest average portfolio weight in overlap: MSFT (2.2% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($18.67M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 53 shared holdings ($1.43B 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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