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 & Parnassus Endeavor Fund Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Parnassus Endeavor Fund based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
128 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 130 for Parnassus Endeavor Fund).
| Stock | Sequoia Financial Advisors value | Parnassus Endeavor Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $567.52M | $1.69B | $2.26B | 3.7% | $2.42B | Technology |
| GOOGL Alphabet Inc. | $168.86M | $1.96B | $2.13B | 3.1% | $2.06B | Communication Services |
| MSFT Microsoft Corporation | $338.04M | $1.75B | $2.09B | 3.2% | $2.70B | Technology |
| AMZN Amazon.com, Inc. | $260.58M | $1.65B | $1.91B | 2.9% | $2.07B | Consumer Cyclical |
| AMAT Applied Materials, Inc. | $39.71M | $1.83B | $1.87B | 2.6% | $1.27B | Technology |
| AAPL Apple Inc. | $572.48M | $1.25B | $1.82B | 3.1% | $1.95B | Technology |
| AMD Advanced Micro Devices, Inc. | $41.29M | $1.35B | $1.39B | 1.9% | $1.14B | Technology |
| KLAC KLA Corporation | $16.37M | $1.33B | $1.34B | 1.8% | $820.10M | Technology |
| WM Waste Management, Inc. | $52.04M | $1.07B | $1.12B | 1.6% | $1.13B | Industrials |
| DE Deere & Company | $11.66M | $1.04B | $1.05B | 1.4% | $1.07B | Industrials |
| AVGO Broadcom Inc. | $251.54M | $798.96M | $1.05B | 1.7% | $1.02B | Technology |
| BAC Bank of America Corporation | $60.68M | $775.14M | $835.82M | 1.2% | $904.91M | Financial Services |
| LIN Linde | $10.94M | $823.19M | $834.13M | 1.1% | $783.71M | — |
| TMO Thermo Fisher Scientific Inc | $7.43M | $822.02M | $829.45M | 1.1% | $1.04B | Healthcare |
| MA Mastercard Incorporated | $16.74M | $811.63M | $828.37M | 1.1% | $936.48M | Financial Services |
| GWW W.W. Grainger, Inc. | $3.48M | $820.02M | $823.50M | 1.1% | $794.34M | Industrials |
| LLY Eli Lilly and Company | $185.36M | $630.26M | $815.62M | 1.3% | $853.68M | Healthcare |
| HD Home Depot, Inc. (The) | $81.01M | $651.70M | $732.71M | 1.1% | $697.25M | Consumer Cyclical |
| O Realty Income Corporation | $2.32M | $721.23M | $723.55M | 1.0% | $731.03M | Real Estate |
| DASH DoorDash, Inc. | $1.55M | $717.18M | $718.73M | 1.0% | $870.48M | Communication Services |
| DHR Danaher Corporation | $4.47M | $699.86M | $704.33M | 1.0% | $809.23M | Healthcare |
| FERG Ferguson Enterprises Inc. | $1.71M | $672.46M | $674.17M | 0.9% | $688.11M | Industrials |
| COST Costco Wholesale Corporation | $88.71M | $584.72M | $673.43M | 1.0% | $682.26M | Consumer Defensive |
| SNPS Synopsys, Inc. | $6.63M | $628.47M | $635.10M | 0.9% | $566.47M | Technology |
| SYK Stryker Corporation | $3.92M | $605.91M | $609.84M | 0.8% | $638.14M | Healthcare |
| SPGI S&P Global Inc. | $3.61M | $597.95M | $601.56M | 0.8% | $637.06M | Financial Services |
| AZO AutoZone, Inc. | $2.17M | $579.77M | $581.95M | 0.8% | $538.61M | Consumer Cyclical |
| HUBB Hubbell Inc | $16.34M | $561.17M | $577.51M | 0.8% | $518.82M | Industrials |
| ICE Intercontinental Exchange Inc. | $2.35M | $573.25M | $575.60M | 0.8% | $753.92M | Financial Services |
| GEV GE Vernova Inc. | $34.01M | $530.90M | $564.91M | 0.8% | $460.09M | Utilities |
| VMC Vulcan Materials Company (Holdi | $1.65M | $558.54M | $560.19M | 0.8% | $524.17M | Basic Materials |
| MAR Marriott International | $5.56M | $543.64M | $549.20M | 0.7% | $528.15M | Consumer Cyclical |
| ODFL Old Dominion Freight Line, Inc. | $2.24M | $462.70M | $464.94M | 0.6% | $443.19M | Industrials |
| SHW Sherwin-Williams Company (The) | $23.60M | $403.96M | $427.56M | 0.6% | $430.38M | Basic Materials |
| PG Procter & Gamble Company (The) | $49.75M | $359.02M | $408.78M | 0.6% | $403.31M | Consumer Defensive |
| MMC Marsh & McLennan Companies, Inc | $2.51M | $341.28M | $343.78M | 0.5% | — | Financial Services |
| ORCL Oracle Corporation | $16.05M | $304.15M | $320.19M | 0.4% | $320.02M | Technology |
| JPM JP Morgan Chase & Co. | $127.95M | $184.19M | $312.14M | 0.6% | $335.26M | Financial Services |
| BK The Bank of New York Mellon Cor | $9.18M | $301.92M | $311.10M | 0.4% | $295.08M | Financial Services |
| MU Micron Technology, Inc. | $67.22M | $153.15M | $220.37M | 0.4% | $184.57M | Technology |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $171.78M | $203.11M | 0.3% | $178.18M | Technology |
| V Visa Inc. | $95.19M | $106.95M | $202.14M | 0.4% | $218.61M | Financial Services |
| BEPC Brookfield Renewable | $2.35M | $186.67M | $189.01M | 0.3% | $169.31M | — |
| CBRE CBRE Group Inc | $1.86M | $175.77M | $177.62M | 0.2% | $200.58M | Real Estate |
| WMT Walmart Inc. | $95.99M | $79.78M | $175.77M | 0.3% | $160.93M | Consumer Defensive |
| KO Coca-Cola Company (The) | $23.05M | $149.94M | $172.98M | 0.3% | $193.91M | Consumer Defensive |
| CMS CMS Energy Corporation | $1.97M | $169.81M | $171.78M | 0.2% | $153.30M | Utilities |
| META Meta Platforms, Inc. | $154.91M | $5.45M | $160.37M | 0.4% | $156.56M | Communication Services |
| CMI Cummins Inc. | $5.55M | $148.76M | $154.31M | 0.2% | $127.15M | Industrials |
| C Citigroup, Inc. | $39.08M | $114.89M | $153.97M | 0.3% | $144.83M | Financial Services |
| VZ Verizon Communications Inc. | $14.33M | $137.06M | $151.40M | 0.2% | $176.82M | Communication Services |
| INTC Intel Corporation | $24.55M | $124.75M | $149.30M | 0.2% | $96.30M | Technology |
| SCHW Charles Schwab Corporation (The | $30.23M | $116.11M | $146.35M | 0.2% | $178.12M | Financial Services |
| WDC Western Digital Corporation | $11.03M | $126.77M | $137.79M | 0.2% | $99.12M | Technology |
| SYY Sysco Corporation | $2.68M | $134.96M | $137.65M | 0.2% | $138.50M | Consumer Defensive |
| UNP Union Pacific Corporation | $13.24M | $122.37M | $135.61M | 0.2% | $153.58M | Industrials |
| PGR Progressive Corporation (The) | $29.59M | $104.05M | $133.64M | 0.2% | $134.15M | Financial Services |
| PWR Quanta Services, Inc. | $97.84M | $25.28M | $123.12M | 0.3% | $109.32M | Industrials |
| XYL Xylem Inc. | $33.55M | $81.59M | $115.14M | 0.2% | $110.48M | Industrials |
| LRCX Lam Research | $29.15M | $80.39M | $109.54M | 0.2% | $79.38M | — |
| UNH UnitedHealth Group Incorporated | $23.63M | $81.50M | $105.13M | 0.2% | $98.67M | Healthcare |
| CI The Cigna Group | $3.33M | $99.35M | $102.68M | 0.1% | $103.36M | Healthcare |
| USFD US Foods Holding Corp. | $1.13M | $97.44M | $98.58M | 0.1% | $105.68M | Consumer Defensive |
| N6596X109 NXP Semiconductors | $9.11M | $89.37M | $98.47M | 0.1% | — | — |
| EW Edwards Lifesciences Corporatio | $3.00M | $91.87M | $94.87M | 0.1% | $94.17M | Healthcare |
| ABT Abbott Laboratories | $35.29M | $59.04M | $94.33M | 0.2% | $121.25M | Healthcare |
| FDX FedEx Corporation | $4.34M | $89.72M | $94.06M | 0.1% | $97.65M | Industrials |
| WTW Willis Towers Watson | $687,462 | $92.83M | $93.52M | 0.1% | $122.37M | — |
| WMB Williams Companies, Inc. (The) | $4.20M | $87.14M | $91.35M | 0.1% | $86.62M | Energy |
| A Agilent Technologies, Inc. | $6.41M | $80.64M | $87.05M | 0.1% | $104.20M | Healthcare |
| CME CME Group Inc. | $5.74M | $76.28M | $82.03M | 0.1% | $102.14M | Financial Services |
| HLT Hilton Worldwide Holdings Inc. | $3.80M | $75.04M | $78.84M | 0.1% | $77.93M | Consumer Cyclical |
| RSG Republic Services, Inc. | $2.16M | $74.40M | $76.56M | 0.1% | $79.29M | Industrials |
| ROK Rockwell Automation, Inc. | $45.53M | $30.17M | $75.71M | 0.2% | $66.84M | Industrials |
| GWRE Guidewire Software, Inc. | $311,809 | $73.20M | $73.51M | 0.1% | $113.03M | Technology |
| DKS Dick's Sporting Goods Inc | $946,631 | $71.71M | $72.65M | 0.1% | $58.69M | Consumer Cyclical |
| CBOE Cboe Global Markets, Inc. | $1.41M | $70.82M | $72.22M | 0.1% | $89.51M | Financial Services |
| TFC Truist Financial Corporation | $3.68M | $60.48M | $64.16M | 0.1% | $64.93M | Financial Services |
| ALL Allstate Corporation (The) | $6.63M | $55.38M | $62.00M | 0.1% | $66.14M | Financial Services |
| REGN Regeneron Pharmaceuticals, Inc. | $1.68M | $59.47M | $61.15M | 0.1% | $81.79M | Healthcare |
| SNOW Snowflake Inc. | $10.08M | $50.65M | $60.73M | 0.1% | $79.41M | Technology |
| CNH CNH Industrial | $416,340 | $59.63M | $60.04M | 0.1% | $63.46M | — |
| ORLY O'Reilly Automotive, Inc. | $3.86M | $53.00M | $56.86M | 0.1% | $55.02M | Consumer Cyclical |
| DHI D.R. Horton, Inc. | $2.55M | $53.65M | $56.20M | 0.1% | $51.18M | Consumer Cyclical |
| WRB W.R. Berkley Corporation | $1.05M | $55.00M | $56.05M | 0.1% | $54.52M | Financial Services |
| RCL Royal Caribbean | $6.69M | $49.04M | $55.73M | 0.1% | $51.25M | — |
| BSX Boston Scientific Corporation | $2.11M | $50.14M | $52.25M | 0.1% | $61.66M | Healthcare |
| NICE NICE Ltd | $466,784 | $51.52M | $51.99M | 0.1% | $57.36M | Technology |
| IR Ingersoll Rand Inc. | $816,945 | $50.17M | $50.98M | 0.1% | $50.06M | Industrials |
| HOOD Robinhood Markets, Inc. | $3.58M | $45.54M | $49.12M | 0.1% | $52.97M | Financial Services |
| CMG Chipotle Mexican Grill, Inc. | $1.73M | $43.73M | $45.46M | 0.1% | $49.34M | Consumer Cyclical |
| TER Teradyne, Inc. | $4.41M | $37.94M | $42.35M | 0.1% | $32.88M | Technology |
| ADSK Autodesk, Inc. | $1.28M | $39.98M | $41.26M | 0.1% | $53.87M | Technology |
| G7S00T104 Pentair | $527,021 | $40.59M | $41.12M | 0.1% | — | — |
| DDOG Datadog, Inc. | $2.40M | $33.91M | $36.31M | 0.1% | $32.86M | Technology |
| SNDK SanDisk | $10.98M | $19.58M | $30.56M | 0.1% | $21.45M | — |
| FIX Comfort Systems USA, Inc. | $6.54M | $21.98M | $28.53M | 0.0% | $23.83M | Industrials |
| MPWR Monolithic Power Systems, Inc. | $3.89M | $24.28M | $28.18M | 0.0% | $26.83M | Technology |
| PODD Insulet Corporation | $615,445 | $27.07M | $27.69M | 0.0% | $26.94M | Healthcare |
| RTO Rentokil Initial plc | $241,892 | $25.79M | $26.03M | 0.0% | $21.52M | Industrials |
| NET Cloudflare, Inc. | $2.40M | $22.13M | $24.53M | 0.0% | $29.32M | Technology |
| CDNS Cadence Design Systems, Inc. | $6.30M | $17.47M | $23.76M | 0.0% | $20.20M | Technology |
| TT Trane Technologies | $4.68M | $18.77M | $23.45M | 0.0% | $21.65M | — |
| WCN Waste Connections, Inc. | $742,664 | $21.99M | $22.73M | 0.0% | $23.10M | Industrials |
| NTRA Natera, Inc. | $1.16M | $21.06M | $22.21M | 0.0% | $27.17M | Healthcare |
| LITE Lumentum Holdings Inc. | $1.95M | $18.39M | $20.34M | 0.0% | $20.54M | Technology |
| ALAB Astera Labs, Inc. | $1.78M | $18.21M | $19.98M | 0.0% | $11.79M | Technology |
| RVMD Revolution Medicines, Inc. | $625,890 | $18.73M | $19.35M | 0.0% | $21.64M | Healthcare |
| MELI MercadoLibre, Inc. | $2.39M | $16.62M | $19.01M | 0.0% | $21.53M | Consumer Cyclical |
| TPX Tempur Sealy International, Inc | $2.73M | $16.21M | $18.94M | 0.0% | — | Consumer Cyclical |
| IDXX IDEXX Laboratories, Inc. | $2.23M | $15.47M | $17.70M | 0.0% | $18.73M | Healthcare |
| NFLX Netflix, Inc. | $15.18M | $1.73M | $16.91M | 0.0% | $18.85M | Communication Services |
| ASML ASML | $11.16M | $2.33M | $13.49M | 0.0% | $11.96M | — |
| G76279101 Roivant Sciences | $430,626 | $13.00M | $13.43M | 0.0% | — | — |
| MSCI MSCI Inc. | $1.59M | $11.70M | $13.28M | 0.0% | $13.37M | Financial Services |
| BLDR Builders FirstSource, Inc. | $288,484 | $12.97M | $13.25M | 0.0% | $10.40M | Industrials |
| PTC PTC Inc. | $501,163 | $10.57M | $11.07M | 0.0% | $15.08M | Technology |
| CB Chubb Limited | $9.06M | $334,947 | $9.40M | 0.0% | $9.40M | Financial Services |
| RDDT Reddit, Inc. | $442,109 | $7.69M | $8.13M | 0.0% | $7.18M | Communication Services |
| NVS Novartis AG | $6.11M | $315,948 | $6.42M | 0.0% | $6.51M | Healthcare |
| ISRG Intuitive Surgical, Inc. | $4.46M | $1.87M | $6.33M | 0.0% | $6.03M | Healthcare |
| SHOP Shopify Inc. | $2.47M | $1.39M | $3.86M | 0.0% | $5.05M | Technology |
| CRH CRH | $2.47M | $341,758 | $2.81M | 0.0% | $2.49M | — |
| ING ING Group, N.V. | $2.19M | $312,074 | $2.50M | 0.0% | $2.78M | Financial Services |
| APPF AppFolio, Inc. | $256,881 | $1.85M | $2.11M | 0.0% | $2.95M | Technology |
| ARES Ares Management Corporation | $634,273 | $829,260 | $1.46M | 0.0% | $1.86M | Financial Services |
| RELX RELX PLC PLC | $994,467 | $215,071 | $1.21M | 0.0% | $1.37M | Industrials |
| G25839104 Coca-Cola Europacific | $300,474 | $346,843 | $647,317 | 0.0% | — | — |
Largest Shared Position
NVIDIA Corporation (NVDA) represents the largest overlapping position between Sequoia Financial Advisors and Parnassus Endeavor Fund based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of NVDA positions reported by both investment firms is approximately $2.26B, reflecting overlapping institutional exposure to NVIDIA Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $13.93B | AAPL, ADSK, ALAB, AMAT, AMD, APPF, AVGO, CDNS, DDOG, GWRE, INTC, KLAC, LITE, MPWR, MSFT, MU, NET, NICE, NVDA, ORCL, PTC, SHOP, SNOW, SNPS, TER, TSM, WDC |
| Industrials | $5.63B | BLDR, CMI, DE, FDX, FERG, FIX, GWW, HUBB, IR, ODFL, PWR, RELX, ROK, RSG, RTO, UNP, WCN, WM, XYL |
| Financial Services | $4.86B | ALL, ARES, BAC, BK, C, CB, CBOE, CME, HOOD, ICE, ING, JPM, MA, MMC, MSCI, PGR, SCHW, SPGI, TFC, V, WRB |
| Consumer Cyclical | $4.12B | AMZN, AZO, CMG, DHI, DKS, HD, HLT, MAR, MELI, ORLY, TPX |
| Healthcare | $3.66B | A, ABT, BSX, CI, DHR, EW, IDXX, ISRG, LLY, NTRA, NVS, PODD, REGN, RVMD, SYK, TMO, UNH |
| Communication Services | $3.19B | DASH, GOOGL, META, NFLX, RDDT, VZ |
| Consumer Defensive | $1.67B | COST, KO, PG, SYY, USFD, WMT |
| Other | $1.57B | ASML, BEPC, CNH, CRH, G25839104, G76279101, G7S00T104, LIN, LRCX, N6596X109, RCL, SNDK, TT, WTW |
| Basic Materials | $987.76M | SHW, VMC |
| Real Estate | $901.18M | CBRE, O |
| Utilities | $736.70M | CMS, GEV |
| Energy | $91.35M | WMB |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Parnassus Endeavor 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: NVDA ($2.26B combined).
- Highest average portfolio weight in overlap: NVDA (3.7% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($616.30M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Parnassus Endeavor Fund decreased between Q1 2001 and Q2 2001, with 128 shared holdings in the latest period ($41.33B combined reported value) versus 129 in the prior period ($37.47B).
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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