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
5
Minimal overlap
Shared Holdings
53 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 53 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 | $3.84M | $341.88M | 2.3% | $456.20M | Technology |
| GOOG Alphabet Inc. | $269.00M | $363,930 | $269.36M | 0.8% | $262.00M | Communication Services |
| GOOGL Alphabet Inc. | $168.86M | $1,429 | $168.86M | 0.4% | $164.11M | Communication Services |
| RTX RTX Corporation | $114.20M | $367,128 | $114.56M | 0.4% | $116.86M | Industrials |
| IVV iShares Core S&P 500 ETF | $72.31M | $1.19M | $73.50M | 0.6% | $74.99M | — |
| BLK BlackRock | $47.89M | $329,815 | $48.22M | 0.2% | $52.85M | — |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $2.68M | $34.01M | 1.1% | $30.64M | Technology |
| CRM Salesforce, Inc. | $29.94M | $2.14M | $32.08M | 0.9% | $49.73M | Technology |
| UNH UnitedHealth Group Incorporated | $23.63M | $2.25M | $25.87M | 0.9% | $23.36M | Healthcare |
| BA Boeing Company (The) | $13.94M | $4.67M | $18.61M | 1.8% | $16.94M | Industrials |
| ORCL Oracle Corporation | $16.05M | $1.68M | $17.73M | 0.7% | $18.22M | Technology |
| VZ Verizon Communications Inc. | $14.33M | $2.42M | $16.76M | 0.9% | $19.13M | Communication Services |
| CMCSA Comcast Corporation | $13.19M | $2.48M | $15.66M | 1.0% | $14.62M | Communication Services |
| DIS Walt Disney Company (The) | $10.64M | $2.44M | $13.09M | 0.9% | $14.33M | Communication Services |
| BMY Bristol-Myers Squibb Company | $10.36M | $2.61M | $12.97M | 1.0% | $14.15M | Healthcare |
| USB U.S. Bancorp | $9.84M | $2.49M | $12.33M | 1.0% | $12.30M | Financial Services |
| PFE Pfizer, Inc. | $8.00M | $4.20M | $12.20M | 1.6% | $14.01M | Healthcare |
| EFA iShares MSCI EAFE ETF | $8.54M | $3.30M | $11.83M | 1.3% | $12.08M | — |
| CVS CVS Health Corporation | $5.77M | $5.74M | $11.51M | 2.2% | $10.04M | Healthcare |
| ZBH Zimmer Biomet Holdings, Inc. | $5.29M | $4.64M | $9.93M | 1.8% | $10.88M | Healthcare |
| UPS United Parcel Service, Inc. | $6.09M | $2.40M | $8.49M | 0.9% | $7.91M | Industrials |
| TMO Thermo Fisher Scientific Inc | $7.43M | $376,020 | $7.80M | 0.2% | $10.24M | Healthcare |
| ACN Accenture plc | $7.18M | $380,164 | $7.56M | 0.2% | $11.55M | Technology |
| VEEV Veeva Systems Inc. | $5.03M | $2.49M | $7.52M | 0.9% | $11.17M | Healthcare |
| WBD Warner Bros. Discovery, Inc. - | $2.36M | $5.07M | $7.43M | 1.9% | $7.87M | Communication Services |
| BIIB Biogen Inc. | $2.03M | $5.18M | $7.21M | 2.0% | $7.31M | Healthcare |
| ADBE Adobe Inc. | $3.43M | $3.54M | $6.98M | 1.3% | $8.60M | Technology |
| GSK GSK plc | $1.90M | $4.84M | $6.75M | 1.8% | $6.57M | Healthcare |
| KHC The Kraft Heinz Company | $1.55M | $4.64M | $6.19M | 1.7% | $6.48M | Consumer Defensive |
| IFF International Flavors & Fragran | $587,489 | $4.98M | $5.57M | 1.9% | $5.97M | Basic Materials |
| AKAM Akamai Technologies, Inc. | $3.63M | $1.94M | $5.57M | 0.7% | $5.04M | Technology |
| BAX Baxter International Inc. | $475,911 | $5.03M | $5.51M | 1.9% | $5.95M | Healthcare |
| KMX CarMax Inc | $312,369 | $4.83M | $5.15M | 1.8% | $5.68M | Consumer Cyclical |
| NKE Nike, Inc. | $1.76M | $3.21M | $4.97M | 1.2% | $4.40M | Consumer Cyclical |
| IWR iShares Russell Mid-Cap ETF | $4.73M | $221,456 | $4.95M | 0.1% | $4.88M | — |
| BF-B Brown Forman Inc | $247,477 | $4.60M | $4.84M | 1.7% | $4.82M | Consumer Defensive |
| FI Fiserv, Inc. | $930,644 | $3.85M | $4.78M | 1.4% | $6.21M | Technology |
| EL Estee Lauder Companies, Inc. (T | $608,348 | $3.97M | $4.57M | 1.5% | $5.44M | Consumer Defensive |
| CPB The Campbell's Company | $387,865 | $3.59M | $3.97M | 1.3% | $3.78M | Consumer Defensive |
| NOW ServiceNow, Inc. | $3.60M | $339,041 | $3.94M | 0.1% | $5.50M | Technology |
| MDT Medtronic | $3.43M | $446,459 | $3.88M | 0.2% | $4.60M | — |
| BDX Becton, Dickinson and Company | $1.52M | $2.31M | $3.83M | 0.9% | $4.59M | Healthcare |
| WST West Pharmaceutical Services, I | $1.12M | $2.55M | $3.67M | 1.0% | $3.75M | Healthcare |
| INTU Intuit Inc. | $2.99M | $313,983 | $3.30M | 0.1% | $3.96M | Technology |
| CAG ConAgra Brands, Inc. | $851,886 | $2.43M | $3.28M | 0.9% | $3.70M | Consumer Defensive |
| HSY The Hershey Company | $1.26M | $1.86M | $3.12M | 0.7% | $3.00M | Consumer Defensive |
| APD Air Products and Chemicals, Inc | $2.50M | $382,893 | $2.89M | 0.2% | $2.82M | Basic Materials |
| STZ Constellation Brands, Inc. | $677,331 | $2.18M | $2.85M | 0.8% | $2.51M | Consumer Defensive |
| DEO Diageo plc | $442,722 | $2.21M | $2.65M | 0.8% | $2.86M | Consumer Defensive |
| EFX Equifax, Inc. | $646,107 | $1.99M | $2.64M | 0.7% | $2.68M | Industrials |
| TROW T. Rowe Price Group, Inc. | $1.96M | $410,421 | $2.38M | 0.2% | $2.15M | Financial Services |
| CSGP CoStar Group, Inc. | $1.55M | $304,298 | $1.86M | 0.1% | $1.92M | Real Estate |
| CLX Clorox Company (The) | $529,699 | $336,999 | $866,698 | 0.1% | $771,885 | 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 $341.88M, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $491.15M | CMCSA, DIS, GOOG, GOOGL, VZ, WBD |
| Technology | $457.82M | ACN, ADBE, AKAM, CRM, FI, INTU, MSFT, NOW, ORCL, TSM |
| Industrials | $144.30M | BA, EFX, RTX, UPS |
| Other | $142.37M | BLK, EFA, IVV, IWR, MDT |
| Healthcare | $114.77M | BAX, BDX, BIIB, BMY, CVS, GSK, PFE, TMO, UNH, VEEV, WST, ZBH |
| Consumer Defensive | $32.36M | BF-B, CAG, CLX, CPB, DEO, EL, HSY, KHC, STZ |
| Financial Services | $14.70M | TROW, USB |
| Consumer Cyclical | $10.12M | KMX, NKE |
| Basic Materials | $8.45M | APD, IFF |
| Real Estate | $1.86M | 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 ($341.88M combined).
- Highest average portfolio weight in overlap: MSFT (2.3% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($114.32M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Hillman Value Fund was unchanged between Q1 2001 and Q2 2001, with 53 shared holdings in the latest period ($1.42B combined reported value) versus 53 in the prior period ($1.43B).
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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