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 March 31, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
129 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 131 for Parnassus Endeavor Fund).
| Stock | Sequoia Financial Advisors value | Parnassus Endeavor Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $467.38M | $1.65B | $2.11B | 3.7% | $2.56B | Technology |
| GOOGL Alphabet Inc. | $136.18M | $1.85B | $1.99B | 3.1% | $2.47B | Communication Services |
| MSFT Microsoft Corporation | $308.27M | $1.55B | $1.86B | 3.2% | $1.94B | Technology |
| AMZN Amazon.com, Inc. | $233.00M | $1.53B | $1.77B | 2.9% | $2.08B | Consumer Cyclical |
| AAPL Apple Inc. | $492.48M | $1.19B | $1.68B | 3.1% | $2.09B | Technology |
| WM Waste Management, Inc. | $49.77M | $1.14B | $1.19B | 1.8% | $1.21B | Industrials |
| DE Deere & Company | $9.08M | $1.06B | $1.07B | 1.6% | $1.12B | Industrials |
| AMAT Applied Materials, Inc. | $17.47M | $1.02B | $1.04B | 1.5% | $1.83B | Technology |
| LLY Eli Lilly and Company | $131.81M | $860.41M | $992.22M | 1.6% | $1.28B | Healthcare |
| AVGO Broadcom Inc. | $198.14M | $706.17M | $904.30M | 1.6% | $1.17B | Technology |
| O Realty Income Corporation | $2.64M | $865.23M | $867.87M | 1.3% | $898.09M | Real Estate |
| MA Mastercard Incorporated | $16.59M | $846.91M | $863.51M | 1.3% | $910.31M | Financial Services |
| LIN Linde | $8.71M | $842.50M | $851.21M | 1.3% | $909.64M | — |
| KLAC KLA Corporation | $7.67M | $792.69M | $800.36M | 1.2% | $125.85M | Technology |
| ICE Intercontinental Exchange Inc. | $3.83M | $791.41M | $795.24M | 1.2% | $683.90M | Financial Services |
| BAC Bank of America Corporation | $48.10M | $721.93M | $770.03M | 1.2% | $942.52M | Financial Services |
| COST Costco Wholesale Corporation | $96.93M | $673.09M | $770.02M | 1.3% | $708.06M | Consumer Defensive |
| DHR Danaher Corporation | $4.28M | $753.63M | $757.90M | 1.1% | $795.68M | Healthcare |
| TMO Thermo Fisher Scientific Inc | $7.77M | $739.58M | $747.35M | 1.1% | $801.36M | Healthcare |
| HD Home Depot, Inc. (The) | $72.04M | $645.67M | $717.71M | 1.2% | $749.16M | Consumer Cyclical |
| GWW W.W. Grainger, Inc. | $2.70M | $710.38M | $713.08M | 1.1% | $899.36M | Industrials |
| SPGI S&P Global Inc. | $3.44M | $701.14M | $704.58M | 1.0% | $713.13M | Financial Services |
| SYK Stryker Corporation | $4.77M | $669.53M | $674.29M | 1.0% | $676.73M | Healthcare |
| AZO AutoZone, Inc. | $2.49M | $660.86M | $663.36M | 1.0% | $603.43M | Consumer Cyclical |
| FERG Ferguson Enterprises Inc. | $1.80M | $608.61M | $610.41M | 0.9% | $595.23M | Industrials |
| SNPS Synopsys, Inc. | $4.95M | $579.03M | $583.98M | 0.9% | $656.18M | Technology |
| AMD Advanced Micro Devices, Inc. | $13.70M | $550.05M | $563.75M | 0.8% | $1.55B | Technology |
| MAR Marriott International | $5.07M | $519.39M | $524.46M | 0.8% | $603.10M | Consumer Cyclical |
| BSX Boston Scientific Corporation | $3.03M | $502.24M | $505.27M | 0.7% | $360.49M | Healthcare |
| VMC Vulcan Materials Company (Holdi | $1.05M | $471.32M | $472.37M | 0.7% | $512.18M | Basic Materials |
| PG Procter & Gamble Company (The) | $48.53M | $382.33M | $430.86M | 0.7% | $438.62M | Consumer Defensive |
| CRM Salesforce, Inc. | $66.90M | $363.95M | $430.85M | 0.7% | $376.96M | Technology |
| MMC Marsh & McLennan Companies, Inc | $3.31M | $383.40M | $386.71M | 0.6% | — | Financial Services |
| SHW Sherwin-Williams Company (The) | $44.52M | $340.88M | $385.41M | 0.6% | $401.57M | Basic Materials |
| ODFL Old Dominion Freight Line, Inc. | $2.07M | $376.89M | $378.96M | 0.6% | $441.46M | Industrials |
| VRSK Verisk Analytics, Inc. | $708,322 | $334.10M | $334.81M | 0.5% | $327.12M | Industrials |
| ORCL Oracle Corporation | $17.02M | $315.80M | $332.82M | 0.5% | $318.18M | Technology |
| BK The Bank of New York Mellon Cor | $7.72M | $273.72M | $281.44M | 0.4% | $325.40M | Financial Services |
| JPM JP Morgan Chase & Co. | $110.21M | $169.06M | $279.28M | 0.6% | $319.45M | Financial Services |
| BEPC Brookfield Renewable | $2.53M | $200.38M | $202.91M | 0.3% | $178.66M | — |
| CBRE CBRE Group Inc | $2.14M | $189.90M | $192.04M | 0.3% | $197.81M | Real Estate |
| WMT Walmart Inc. | $101.05M | $89.53M | $190.58M | 0.4% | $174.66M | Consumer Defensive |
| VZ Verizon Communications Inc. | $16.92M | $159.74M | $176.66M | 0.3% | $148.23M | Communication Services |
| V Visa Inc. | $80.33M | $96.28M | $176.61M | 0.4% | $203.91M | Financial Services |
| CMI Cummins Inc. | $3.49M | $152.62M | $156.11M | 0.2% | $196.13M | Industrials |
| META Meta Platforms, Inc. | $150.96M | $2.22M | $153.18M | 0.4% | $179.17M | Communication Services |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $130.75M | $153.11M | 0.3% | $196.67M | Technology |
| SCHW Charles Schwab Corporation (The | $32.24M | $120.74M | $152.97M | 0.3% | $167.85M | Financial Services |
| CMS CMS Energy Corporation | $1.18M | $151.53M | $152.71M | 0.2% | $148.41M | Utilities |
| C Citigroup, Inc. | $30.89M | $112.18M | $143.07M | 0.3% | $177.62M | Financial Services |
| UNP Union Pacific Corporation | $11.96M | $111.42M | $123.38M | 0.2% | $145.93M | Industrials |
| PGR Progressive Corporation (The) | $27.24M | $92.84M | $120.08M | 0.2% | $139.75M | Financial Services |
| SYY Sysco Corporation | $2.12M | $112.91M | $115.04M | 0.2% | $135.20M | Consumer Defensive |
| HUBB Hubbell Inc | $15.40M | $98.75M | $114.14M | 0.2% | $114.19M | Industrials |
| CME CME Group Inc. | $8.02M | $104.31M | $112.32M | 0.2% | $91.37M | Financial Services |
| WDC Western Digital Corporation | $4.51M | $107.33M | $111.84M | 0.2% | $240.89M | Technology |
| FDX FedEx Corporation | $5.51M | $104.35M | $109.86M | 0.2% | $97.06M | Industrials |
| XYL Xylem Inc. | $43.65M | $63.95M | $107.60M | 0.2% | $109.15M | Industrials |
| WTW Willis Towers Watson | $1.07M | $106.17M | $107.24M | 0.2% | $106.85M | — |
| ABT Abbott Laboratories | $37.28M | $65.64M | $102.92M | 0.2% | $94.16M | Healthcare |
| MU Micron Technology, Inc. | $17.36M | $82.90M | $100.26M | 0.2% | $290.63M | Technology |
| PWR Quanta Services, Inc. | $70.74M | $25.21M | $95.94M | 0.2% | $115.09M | Industrials |
| CI The Cigna Group | $2.81M | $92.30M | $95.11M | 0.1% | $104.63M | Healthcare |
| HLT Hilton Worldwide Holdings Inc. | $3.35M | $83.31M | $86.66M | 0.1% | $95.61M | Consumer Cyclical |
| CBOE Cboe Global Markets, Inc. | $1.83M | $84.62M | $86.46M | 0.1% | $82.46M | Financial Services |
| EW Edwards Lifesciences Corporatio | $2.83M | $79.69M | $82.52M | 0.1% | $95.02M | Healthcare |
| RCL Royal Caribbean | $8.22M | $69.97M | $78.19M | 0.1% | $81.08M | — |
| REGN Regeneron Pharmaceuticals, Inc. | $2.46M | $75.33M | $77.79M | 0.1% | $66.91M | Healthcare |
| USFD US Foods Holding Corp. | $1.21M | $74.70M | $75.91M | 0.1% | $83.13M | Consumer Defensive |
| N6596X109 NXP Semiconductors | $7.28M | $64.63M | $71.91M | 0.1% | — | — |
| A Agilent Technologies, Inc. | $4.81M | $66.87M | $71.68M | 0.1% | $84.46M | Healthcare |
| BIO Bio-Rad Laboratories, Inc. | $209,063 | $70.89M | $71.10M | 0.1% | $75.52M | Healthcare |
| LRCX Lam Research | $15.07M | $56.01M | $71.08M | 0.1% | $116.55M | — |
| UNH UnitedHealth Group Incorporated | $14.64M | $54.15M | $68.79M | 0.1% | $107.95M | Healthcare |
| RSG Republic Services, Inc. | $1.87M | $65.25M | $67.12M | 0.1% | $67.17M | Industrials |
| BILL BILL Holdings, Inc. | $321,299 | $63.66M | $63.99M | 0.1% | $69.10M | Technology |
| INTC Intel Corporation | $6.52M | $56.11M | $62.63M | 0.1% | $155.88M | Technology |
| TRU TransUnion | $407,925 | $61.65M | $62.05M | 0.1% | $67.28M | Financial Services |
| NICE NICE Ltd | $623,516 | $60.02M | $60.65M | 0.1% | $54.86M | Technology |
| TFC Truist Financial Corporation | $3.21M | $57.37M | $60.59M | 0.1% | $68.10M | Financial Services |
| CMG Chipotle Mexican Grill, Inc. | $1.59M | $58.54M | $60.14M | 0.1% | $66.23M | Consumer Cyclical |
| ORLY O'Reilly Automotive, Inc. | $3.90M | $54.65M | $58.55M | 0.1% | $54.73M | Consumer Cyclical |
| DKS Dick's Sporting Goods Inc | $882,879 | $56.94M | $57.83M | 0.1% | $63.57M | Consumer Cyclical |
| SNDK SanDisk | $3.48M | $51.02M | $54.50M | 0.1% | $164.36M | — |
| WRB W.R. Berkley Corporation | $639,185 | $53.43M | $54.07M | 0.1% | $58.89M | Financial Services |
| ALL Allstate Corporation (The) | $3.68M | $49.79M | $53.47M | 0.1% | $64.89M | Financial Services |
| ADSK Autodesk, Inc. | $2.55M | $50.43M | $52.98M | 0.1% | $46.13M | Technology |
| IR Ingersoll Rand Inc. | $1.07M | $50.57M | $51.64M | 0.1% | $50.82M | Industrials |
| DHI D.R. Horton, Inc. | $2.29M | $46.80M | $49.08M | 0.1% | $54.22M | Consumer Cyclical |
| G7S00T104 Pentair | $609,485 | $47.68M | $48.29M | 0.1% | — | — |
| BR Broadridge Financial Solutions, | $723,048 | $42.06M | $42.78M | 0.1% | $38.83M | Technology |
| PODD Insulet Corporation | $673,236 | $35.47M | $36.14M | 0.1% | $27.78M | Healthcare |
| CNH CNH Industrial | $319,968 | $31.52M | $31.84M | 0.0% | $30.24M | — |
| GEV GE Vernova Inc. | $25.45M | $4.65M | $30.10M | 0.1% | $37.64M | Utilities |
| NET Cloudflare, Inc. | $1.79M | $26.20M | $27.99M | 0.0% | $36.40M | Technology |
| ROK Rockwell Automation, Inc. | $5.00M | $22.61M | $27.61M | 0.0% | $36.33M | Industrials |
| TER Teradyne, Inc. | $2.67M | $24.15M | $26.82M | 0.0% | $32.53M | Technology |
| NFLX Netflix, Inc. | $21.60M | $2.76M | $24.36M | 0.1% | $18.59M | Communication Services |
| MPWR Monolithic Power Systems, Inc. | $3.13M | $19.87M | $22.99M | 0.0% | $28.45M | Technology |
| GWRE Guidewire Software, Inc. | $501,625 | $22.04M | $22.54M | 0.0% | $20.51M | Technology |
| WCN Waste Connections, Inc. | $826,399 | $20.43M | $21.26M | 0.0% | $22.39M | Industrials |
| IDXX IDEXX Laboratories, Inc. | $2.64M | $18.38M | $21.02M | 0.0% | $21.08M | Healthcare |
| MELI MercadoLibre, Inc. | $2.52M | $17.37M | $19.89M | 0.0% | $21.31M | Consumer Cyclical |
| TT Trane Technologies | $3.20M | $16.41M | $19.60M | 0.0% | $22.57M | — |
| PCOR Procore Technologies, Inc. | $2.89M | $16.13M | $19.02M | 0.0% | $14.46M | Technology |
| MTD Mettler-Toledo International, I | $1.34M | $17.49M | $18.82M | 0.0% | $19.34M | Healthcare |
| ALNY Alnylam Pharmaceuticals, Inc. | $1.51M | $16.21M | $17.72M | 0.0% | $16.00M | Healthcare |
| DDOG Datadog, Inc. | $1.09M | $15.76M | $16.85M | 0.0% | $36.76M | Technology |
| TPX Tempur Sealy International, Inc | $2.72M | $14.04M | $16.76M | 0.0% | — | Consumer Cyclical |
| PTC PTC Inc. | $858,253 | $15.40M | $16.26M | 0.0% | $14.24M | Technology |
| CDNS Cadence Design Systems, Inc. | $2.95M | $13.30M | $16.25M | 0.0% | $22.46M | Technology |
| DASH DoorDash, Inc. | $1.20M | $14.65M | $15.84M | 0.0% | $20.24M | Communication Services |
| NTRA Natera, Inc. | $735,782 | $14.95M | $15.68M | 0.0% | $21.17M | Healthcare |
| HOOD Robinhood Markets, Inc. | $2.61M | $12.15M | $14.76M | 0.0% | $23.85M | Financial Services |
| MSCI MSCI Inc. | $1.47M | $12.87M | $14.34M | 0.0% | $16.09M | Financial Services |
| BLDR Builders FirstSource, Inc. | $265,762 | $12.29M | $12.56M | 0.0% | $11.55M | Industrials |
| INSM Insmed Incorporated | $717,036 | $11.37M | $12.08M | 0.0% | $8.54M | Healthcare |
| ASML ASML | $7.33M | $3.55M | $10.87M | 0.0% | $14.79M | — |
| CB Chubb Limited | $8.89M | $318,108 | $9.21M | 0.0% | $9.83M | Financial Services |
| ISRG Intuitive Surgical, Inc. | $5.24M | $2.08M | $7.32M | 0.0% | $6.46M | Healthcare |
| NVS Novartis AG | $6.56M | $305,347 | $6.87M | 0.0% | $6.92M | Healthcare |
| RDDT Reddit, Inc. | $278,861 | $4.87M | $5.14M | 0.0% | $7.46M | Communication Services |
| SHOP Shopify Inc. | $3.63M | $1.39M | $5.02M | 0.0% | $5.18M | Technology |
| BRO Brown & Brown, Inc. | $747,298 | $4.18M | $4.93M | 0.0% | $5.11M | Financial Services |
| CRH CRH | $2.35M | $333,125 | $2.69M | 0.0% | $2.68M | — |
| RELX RELX PLC PLC | $1.68M | $289,532 | $1.97M | 0.0% | $1.93M | Industrials |
| ARES Ares Management Corporation | $833,007 | $810,395 | $1.64M | 0.0% | $1.83M | Financial Services |
| G25839104 Coca-Cola Europacific | $711,152 | $311,814 | $1.02M | 0.0% | — | — |
| RTO Rentokil Initial plc | $342,316 | $332,775 | $675,091 | 0.0% | $635,630 | Industrials |
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 March 31, 2026. The combined disclosed value of NVDA positions reported by both investment firms is approximately $2.11B, reflecting overlapping institutional exposure to NVIDIA Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $11.13B | AAPL, ADSK, AMAT, AMD, AVGO, BILL, BR, CDNS, CRM, DDOG, GWRE, INTC, KLAC, MPWR, MSFT, MU, NET, NICE, NVDA, ORCL, PCOR, PTC, SHOP, SNPS, TER, TSM, WDC |
| Industrials | $5.19B | BLDR, CMI, DE, FDX, FERG, GWW, HUBB, IR, ODFL, PWR, RELX, ROK, RSG, RTO, UNP, VRSK, WCN, WM, XYL |
| Financial Services | $5.15B | ALL, ARES, BAC, BK, BRO, C, CB, CBOE, CME, HOOD, ICE, JPM, MA, MMC, MSCI, PGR, SCHW, SPGI, TFC, TRU, V, WRB |
| Healthcare | $4.38B | A, ABT, ALNY, BIO, BSX, CI, DHR, EW, IDXX, INSM, ISRG, LLY, MTD, NTRA, NVS, PODD, REGN, SYK, TMO, UNH |
| Consumer Cyclical | $4.02B | AMZN, AZO, CMG, DHI, DKS, HD, HLT, MAR, MELI, ORLY, TPX |
| Communication Services | $2.36B | DASH, GOOGL, META, NFLX, RDDT, VZ |
| Consumer Defensive | $1.58B | COST, PG, SYY, USFD, WMT |
| Other | $1.55B | ASML, BEPC, CNH, CRH, G25839104, G7S00T104, LIN, LRCX, N6596X109, RCL, SNDK, TT, WTW |
| Real Estate | $1.06B | CBRE, O |
| Basic Materials | $857.78M | SHW, VMC |
| Utilities | $182.81M | CMS, GEV |
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 ($2.11B combined).
- Highest average portfolio weight in overlap: NVDA (3.7% conviction score).
- Largest estimated mark-to-market gain since filing: AMD ($982.29M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Parnassus Endeavor Fund decreased between Q4 2001 and Q1 2001, with 129 shared holdings in the latest period ($37.47B combined reported value) versus 134 in the prior period ($42.07B).
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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