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 & Lountzis Asset Management Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Lountzis Asset Management based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
13
Minimal overlap
Shared Holdings
47 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 54 for Lountzis Asset Management).
| Stock | Sequoia Financial Advisors value | Lountzis Asset Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $572.48M | $963,518 | $573.45M | 1.6% | $667.86M | Technology |
| NVDA NVIDIA Corporation | $567.52M | $1.26M | $568.78M | 1.6% | $623.50M | Technology |
| MSFT Microsoft Corporation | $338.04M | $667,333 | $338.71M | 1.0% | $451.96M | Technology |
| GOOG Alphabet Inc. | $269.00M | $1.93M | $270.93M | 1.0% | $263.53M | Communication Services |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $66.35M | $190.07M | 10.8% | $193.41M | Financial Services |
| GOOGL Alphabet Inc. | $168.86M | $17.17M | $186.03M | 3.1% | $180.80M | Communication Services |
| LLY Eli Lilly and Company | $185.36M | $374,222 | $185.74M | 0.5% | $178.46M | Healthcare |
| META Meta Platforms, Inc. | $154.91M | $419,651 | $155.33M | 0.5% | $188.16M | Communication Services |
| JPM JP Morgan Chase & Co. | $127.95M | $312,273 | $128.26M | 0.4% | $136.87M | Financial Services |
| AMAT Applied Materials, Inc. | $39.71M | $73.25M | $112.95M | 11.7% | $65.21M | Technology |
| XOM Exxon Mobil Corporation | $100.00M | $645,865 | $100.65M | 0.4% | $120.19M | Energy |
| V Visa Inc. | $95.19M | $281,398 | $95.47M | 0.3% | $102.94M | Financial Services |
| MU Micron Technology, Inc. | $67.22M | $262,023 | $67.48M | 0.2% | $57.15M | Technology |
| IBM International Business Machines | $62.18M | $288,240 | $62.46M | 0.2% | $52.81M | Technology |
| JNJ Johnson & Johnson | $51.62M | $739,561 | $52.36M | 0.2% | $55.71M | Healthcare |
| VOO Vanguard S&P 500 ETF | $45.72M | $703,293 | $46.42M | 0.2% | $47.38M | — |
| WFC Wells Fargo & Company | $24.94M | $19.92M | $44.86M | 3.2% | $47.16M | Financial Services |
| PGR Progressive Corporation (The) | $29.59M | $14.97M | $44.56M | 2.4% | $44.12M | Financial Services |
| LH Labcorp Holdings Inc. | $35.62M | $2.51M | $38.14M | 0.5% | $43.96M | Healthcare |
| TJX TJX Companies, Inc. (The) | $36.57M | $209,979 | $36.78M | 0.1% | $30.73M | Consumer Cyclical |
| ABT Abbott Laboratories | $35.29M | $628,828 | $35.92M | 0.2% | $40.47M | Healthcare |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $237,247 | $31.56M | 0.1% | $28.44M | Technology |
| SCHW Charles Schwab Corporation (The | $30.23M | $447,049 | $30.68M | 0.1% | $34.79M | Financial Services |
| ORCL Oracle Corporation | $16.05M | $13.53M | $29.58M | 2.2% | $30.39M | Technology |
| UNH UnitedHealth Group Incorporated | $23.63M | $4.21M | $27.83M | 0.7% | $25.13M | Healthcare |
| ABBV AbbVie Inc. | $23.88M | $883,508 | $24.76M | 0.2% | $25.98M | Healthcare |
| USB U.S. Bancorp | $9.84M | $14.90M | $24.74M | 2.4% | $24.55M | Financial Services |
| CDNS Cadence Design Systems, Inc. | $6.30M | $16.46M | $22.75M | 2.6% | $17.02M | Technology |
| PEP Pepsico, Inc. | $15.70M | $4.98M | $20.69M | 0.8% | $20.42M | Consumer Defensive |
| PM Philip Morris International Inc | $18.63M | $277,582 | $18.91M | 0.1% | $19.91M | Consumer Defensive |
| BRK-A Berkshire Hathaway Inc. | $17.22M | $748,850 | $17.97M | 0.2% | $18.33M | Financial Services |
| LOW Lowe's Companies, Inc. | $10.47M | $3.61M | $14.08M | 0.6% | $12.40M | Consumer Cyclical |
| MLM Martin Marietta Materials, Inc. | $7.09M | $4.72M | $11.81M | 0.8% | $10.12M | Basic Materials |
| KKR KKR & Co. Inc. | $2.00M | $9.54M | $11.54M | 1.5% | $12.34M | Financial Services |
| BK The Bank of New York Mellon Cor | $9.18M | $1.27M | $10.45M | 0.2% | $9.91M | Financial Services |
| NET Cloudflare, Inc. | $2.40M | $6.60M | $9.01M | 1.1% | $12.26M | Technology |
| BRO Brown & Brown, Inc. | $811,913 | $6.58M | $7.39M | 1.0% | $7.50M | Financial Services |
| AON Aon Plc | $5.85M | $630,211 | $6.48M | 0.1% | $5.79M | Financial Services |
| CACC Credit Acceptance Corporation | $5.73M | $311,366 | $6.04M | 0.1% | $5.60M | Financial Services |
| PCOR Procore Technologies, Inc. | $556,170 | $4.21M | $4.77M | 0.7% | $6.08M | Technology |
| ZTS Zoetis Inc. | $1.33M | $2.90M | $4.23M | 0.5% | $4.30M | Healthcare |
| YUM Yum! Brands, Inc. | $3.30M | $596,118 | $3.89M | 0.1% | $3.31M | Consumer Cyclical |
| ICE Intercontinental Exchange Inc. | $2.35M | $494,410 | $2.85M | 0.1% | $3.55M | Financial Services |
| GEF Greif Inc. | $1.57M | $254,473 | $1.82M | 0.0% | $2.03M | Consumer Cyclical |
| FWONK Liberty Media Corporation - Ser | $702,039 | $521,177 | $1.22M | 0.1% | $1.21M | Communication Services |
| FWONA Liberty Media Corporation - Ser | $677,035 | $250,890 | $927,925 | 0.0% | $910,540 | Communication Services |
| J Jacobs Solutions Inc. | $537,999 | $266,868 | $804,867 | 0.0% | $920,894 | Industrials |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Sequoia Financial Advisors and Lountzis Asset Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $573.45M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.82B | AAPL, AMAT, CDNS, IBM, MSFT, MU, NET, NVDA, ORCL, PCOR, TSM |
| Financial Services | $621.35M | AON, BK, BRK-A, BRK-B, BRO, CACC, ICE, JPM, KKR, PGR, SCHW, USB, V, WFC |
| Communication Services | $614.44M | FWONA, FWONK, GOOG, GOOGL, META |
| Healthcare | $368.98M | ABBV, ABT, JNJ, LH, LLY, UNH, ZTS |
| Energy | $100.65M | XOM |
| Consumer Cyclical | $56.58M | GEF, LOW, TJX, YUM |
| Other | $46.42M | VOO |
| Consumer Defensive | $39.60M | PEP, PM |
| Basic Materials | $11.81M | MLM |
| Industrials | $804,867 | J |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Lountzis Asset Management 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: AAPL ($573.45M combined).
- Highest average portfolio weight in overlap: AMAT (11.7% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($113.26M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Lountzis Asset Management was unchanged between Q1 2001 and Q2 2001, with 47 shared holdings in the latest period ($3.68B combined reported value) versus 47 in the prior period ($2.67B).
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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