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 March 31, 2026).
Overlap Score
6
Minimal overlap
Shared Holdings
53 shared positions across both portfolios (1832 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 | $308.27M | $4.01M | $312.28M | 2.3% | $351.51M | Technology |
| GOOG Alphabet Inc. | $216.08M | $323,291 | $216.41M | 0.7% | $275.93M | Communication Services |
| GOOGL Alphabet Inc. | $136.18M | $1,725 | $136.18M | 0.4% | $174.53M | Communication Services |
| RTX RTX Corporation | $120.44M | $380,978 | $120.82M | 0.5% | $113.36M | Industrials |
| CRM Salesforce, Inc. | $66.90M | $2.05M | $68.95M | 0.9% | $68.57M | Technology |
| IVV iShares Core S&P 500 ETF | $62.86M | $816,513 | $63.67M | 0.5% | $72.22M | — |
| DD DuPont de Nemours, Inc. | $42.56M | $5.40M | $47.96M | 2.0% | $49.06M | Basic Materials |
| BLK BlackRock | $45.59M | $333,713 | $45.92M | 0.2% | $47.54M | — |
| SPLG SPDR Portfolio S&P 500 ETF | $38.96M | $340,144 | $39.30M | 0.2% | — | — |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $2.69M | $25.05M | 1.0% | $30.77M | Technology |
| GE GE Aerospace | $24.62M | $363,793 | $24.98M | 0.2% | $28.88M | Industrials |
| VZ Verizon Communications Inc. | $16.92M | $3.26M | $20.18M | 1.2% | $18.24M | Communication Services |
| CMCSA Comcast Corporation | $17.16M | $2.73M | $19.90M | 1.0% | $16.51M | Communication Services |
| ORCL Oracle Corporation | $17.02M | $2.37M | $19.39M | 0.9% | $28.16M | Technology |
| UNH UnitedHealth Group Incorporated | $14.64M | $2.00M | $16.64M | 0.7% | $24.57M | Healthcare |
| BA Boeing Company (The) | $11.92M | $4.44M | $16.37M | 1.6% | $17.72M | Industrials |
| PFE Pfizer, Inc. | $9.94M | $5.28M | $15.22M | 1.9% | $14.12M | Healthcare |
| DIS Walt Disney Company (The) | $11.37M | $2.37M | $13.74M | 0.9% | $14.21M | Communication Services |
| BMY Bristol-Myers Squibb Company | $10.21M | $3.22M | $13.43M | 1.1% | $12.68M | Healthcare |
| USB U.S. Bancorp | $8.55M | $2.73M | $11.28M | 1.0% | $12.08M | Financial Services |
| EFA iShares MSCI EAFE ETF | $8.10M | $3.00M | $11.10M | 1.1% | $11.69M | — |
| ZBH Zimmer Biomet Holdings, Inc. | $5.84M | $5.04M | $10.88M | 1.8% | $10.51M | Healthcare |
| INTU Intuit Inc. | $9.63M | $413,788 | $10.05M | 0.2% | $6.90M | Technology |
| CVS CVS Health Corporation | $3.89M | $4.85M | $8.73M | 1.7% | $11.66M | Healthcare |
| ADBE Adobe Inc. | $4.17M | $3.94M | $8.11M | 1.4% | $8.39M | Technology |
| TMO Thermo Fisher Scientific Inc | $7.77M | $322,444 | $8.09M | 0.1% | $7.79M | Healthcare |
| WBD Warner Bros. Discovery, Inc. - | $2.49M | $5.39M | $7.88M | 1.9% | $7.53M | Communication Services |
| UPS United Parcel Service, Inc. | $5.52M | $2.20M | $7.72M | 0.8% | $8.51M | Industrials |
| GSK GSK plc | $1.97M | $5.38M | $7.34M | 1.9% | $6.86M | Healthcare |
| BIIB Biogen Inc. | $1.82M | $5.42M | $7.24M | 1.9% | $7.71M | Healthcare |
| FI Fiserv, Inc. | $1.43M | $4.50M | $5.94M | 1.6% | — | Technology |
| KHC The Kraft Heinz Company | $1.38M | $4.52M | $5.91M | 1.6% | $5.93M | Consumer Defensive |
| IFF International Flavors & Fragran | $446,884 | $5.28M | $5.73M | 1.8% | $5.76M | Basic Materials |
| AKAM Akamai Technologies, Inc. | $3.10M | $2.62M | $5.72M | 0.9% | $7.44M | Technology |
| NKE Nike, Inc. | $1.47M | $4.11M | $5.59M | 1.4% | $4.55M | Consumer Cyclical |
| BF-B Brown Forman Inc | $417,625 | $4.66M | $5.08M | 1.6% | — | Consumer Defensive |
| NOW ServiceNow, Inc. | $4.57M | $353,065 | $4.93M | 0.1% | $5.30M | Technology |
| KMX CarMax Inc | $268,607 | $4.54M | $4.81M | 1.6% | $5.45M | Consumer Cyclical |
| MDT Medtronic | $4.29M | $317,832 | $4.61M | 0.1% | $4.34M | — |
| BAX Baxter International Inc. | $376,935 | $4.15M | $4.53M | 1.4% | $5.23M | Healthcare |
| IWR iShares Russell Mid-Cap ETF | $4.20M | $238,140 | $4.44M | 0.1% | $4.85M | — |
| BDX Becton, Dickinson and Company | $2.11M | $2.23M | $4.35M | 0.8% | $4.18M | Healthcare |
| EL Estee Lauder Companies, Inc. (T | $571,540 | $3.74M | $4.32M | 1.3% | $5.02M | Consumer Defensive |
| HSY The Hershey Company | $1.75M | $2.21M | $3.95M | 0.8% | $3.51M | Consumer Defensive |
| STZ Constellation Brands, Inc. | $719,498 | $2.82M | $3.54M | 1.0% | $3.32M | Consumer Defensive |
| CAG ConAgra Brands, Inc. | $1.07M | $2.32M | $3.39M | 0.8% | $2.80M | Consumer Defensive |
| EFX Equifax, Inc. | $764,590 | $2.44M | $3.21M | 0.8% | $3.06M | Industrials |
| TROW T. Rowe Price Group, Inc. | $816,096 | $2.33M | $3.15M | 0.8% | $3.70M | Financial Services |
| WST West Pharmaceutical Services, I | $833,382 | $2.23M | $3.07M | 0.8% | $3.85M | Healthcare |
| APD Air Products and Chemicals, Inc | $2.50M | $388,966 | $2.89M | 0.1% | $2.81M | Basic Materials |
| CSGP CoStar Group, Inc. | $2.09M | $345,189 | $2.43M | 0.1% | $2.04M | Real Estate |
| DEO Diageo plc | $346,790 | $2.05M | $2.39M | 0.7% | $2.59M | Consumer Defensive |
| CLX Clorox Company (The) | $666,672 | $368,405 | $1.04M | 0.1% | $940,270 | 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 March 31, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $312.28M, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $460.41M | ADBE, AKAM, CRM, FI, INTU, MSFT, NOW, ORCL, TSM |
| Communication Services | $414.29M | CMCSA, DIS, GOOG, GOOGL, VZ, WBD |
| Industrials | $173.09M | BA, EFX, GE, RTX, UPS |
| Other | $169.04M | BLK, EFA, IVV, IWR, MDT, SPLG |
| Healthcare | $99.53M | BAX, BDX, BIIB, BMY, CVS, GSK, PFE, TMO, UNH, WST, ZBH |
| Basic Materials | $56.58M | APD, DD, IFF |
| Consumer Defensive | $29.62M | BF-B, CAG, CLX, DEO, EL, HSY, KHC, STZ |
| Financial Services | $14.43M | TROW, USB |
| Consumer Cyclical | $10.40M | KMX, NKE |
| Real Estate | $2.43M | 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 ($312.28M combined).
- Highest average portfolio weight in overlap: MSFT (2.3% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($59.52M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Hillman Value Fund increased between Q3 2001 and Q1 2001, with 53 shared holdings in the latest period ($1.43B combined reported value) versus 51 in the prior period ($1.42B).
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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