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 March 31, 2026).
Overlap Score
11
Minimal overlap
Shared Holdings
47 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 52 for Lountzis Asset Management).
| Stock | Sequoia Financial Advisors value | Lountzis Asset Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $492.48M | $433,727 | $492.91M | 1.5% | $596.92M | Technology |
| MSFT Microsoft Corporation | $308.27M | $488,254 | $308.76M | 1.0% | $347.55M | Technology |
| GOOG Alphabet Inc. | $216.08M | $1.49M | $217.58M | 0.9% | $277.42M | Communication Services |
| BRK-B Berkshire Hathaway Inc. New | $121.01M | $64.36M | $185.37M | 12.1% | — | Financial Services |
| META Meta Platforms, Inc. | $150.96M | $519,494 | $151.48M | 0.5% | $157.00M | Communication Services |
| GOOGL Alphabet Inc. | $136.18M | $13.83M | $150.01M | 2.9% | $192.25M | Communication Services |
| LLY Eli Lilly and Company | $131.81M | $286,968 | $132.09M | 0.4% | $162.49M | Healthcare |
| XOM Exxon Mobil Corporation | $118.92M | $944,497 | $119.87M | 0.5% | $105.92M | Energy |
| JPM JP Morgan Chase & Co. | $110.21M | $328,283 | $110.54M | 0.4% | $117.39M | Financial Services |
| V Visa Inc. | $80.33M | $247,886 | $80.58M | 0.3% | $86.27M | Financial Services |
| AMAT Applied Materials, Inc. | $17.47M | $40.68M | $58.15M | 7.5% | $77.07M | Technology |
| IBM International Business Machines | $50.16M | $363,585 | $50.52M | 0.2% | $59.37M | Technology |
| JNJ Johnson & Johnson | $47.53M | $664,876 | $48.20M | 0.3% | $45.90M | Healthcare |
| WFC Wells Fargo & Company | $23.80M | $19.51M | $43.30M | 3.6% | $44.57M | Financial Services |
| PGR Progressive Corporation (The) | $27.24M | $14.18M | $41.42M | 2.7% | $42.63M | Financial Services |
| VOO Vanguard S&P 500 ETF | $38.14M | $611,891 | $38.75M | 0.2% | $43.97M | — |
| ABT Abbott Laboratories | $37.28M | $762,838 | $38.04M | 0.2% | $33.74M | Healthcare |
| TJX TJX Companies, Inc. (The) | $36.18M | $221,344 | $36.40M | 0.1% | $36.63M | Consumer Cyclical |
| LH Labcorp Holdings Inc. | $32.19M | $2.40M | $34.59M | 0.5% | $34.37M | Healthcare |
| SCHW Charles Schwab Corporation (The | $32.24M | $455,333 | $32.69M | 0.2% | $30.90M | Financial Services |
| ORCL Oracle Corporation | $17.02M | $13.65M | $30.66M | 2.6% | $44.54M | Technology |
| PEP Pepsico, Inc. | $18.69M | $5.91M | $24.60M | 1.1% | $22.49M | Consumer Defensive |
| USB U.S. Bancorp | $8.55M | $13.04M | $21.59M | 2.4% | $22.98M | Financial Services |
| ABBV AbbVie Inc. | $19.68M | $763,607 | $20.44M | 0.2% | $21.35M | Healthcare |
| BRK-A Berkshire Hathaway Inc. | $17.24M | $718,140 | $17.95M | 0.2% | — | Financial Services |
| PM Philip Morris International Inc | $17.31M | $253,885 | $17.57M | 0.1% | $18.94M | Consumer Defensive |
| UNH UnitedHealth Group Incorporated | $14.64M | $2.89M | $17.53M | 0.6% | $25.88M | Healthcare |
| MA Mastercard Incorporated | $16.59M | $249,830 | $16.84M | 0.1% | $16.56M | Financial Services |
| CDNS Cadence Design Systems, Inc. | $2.95M | $12.29M | $15.24M | 2.3% | $20.63M | Technology |
| LOW Lowe's Companies, Inc. | $11.01M | $4.04M | $15.05M | 0.8% | $13.42M | Consumer Cyclical |
| KKR KKR & Co. Inc. | $1.95M | $9.73M | $11.68M | 1.8% | $11.80M | Financial Services |
| MLM Martin Marietta Materials, Inc. | $6.08M | $4.90M | $10.98M | 0.9% | $10.74M | Basic Materials |
| KNSL Kinsale Capital Group, Inc. | $385,393 | $9.89M | $10.27M | 1.8% | $9.21M | Financial Services |
| PCOR Procore Technologies, Inc. | $2.89M | $5.99M | $8.88M | 1.1% | $7.57M | Technology |
| BK The Bank of New York Mellon Cor | $7.72M | $1.04M | $8.76M | 0.2% | $10.13M | Financial Services |
| BRO Brown & Brown, Inc. | $747,298 | $7.01M | $7.76M | 1.3% | $7.01M | Financial Services |
| ZTS Zoetis Inc. | $2.47M | $5.03M | $7.50M | 0.9% | $5.04M | Healthcare |
| NET Cloudflare, Inc. | $1.79M | $5.56M | $7.35M | 1.0% | $8.90M | Technology |
| AON Aon Plc | $5.13M | $613,282 | $5.75M | 0.1% | $5.85M | Financial Services |
| ICE Intercontinental Exchange Inc. | $3.83M | $631,636 | $4.46M | 0.1% | $4.01M | Financial Services |
| YUM Yum! Brands, Inc. | $3.49M | $724,381 | $4.22M | 0.1% | $4.09M | Consumer Cyclical |
| CACC Credit Acceptance Corporation | $3.76M | $207,072 | $3.97M | 0.0% | $5.11M | Financial Services |
| GEF Greif Inc. | $1.19M | $268,280 | $1.46M | 0.1% | $1.38M | Consumer Cyclical |
| MHK Mohawk Industries, Inc. | $559,706 | $801,366 | $1.36M | 0.1% | $1.42M | Consumer Cyclical |
| J Jacobs Solutions Inc. | $844,299 | $311,581 | $1.16M | 0.1% | $1.11M | Industrials |
| FWONK Liberty Media Corporation - Ser | $620,051 | $465,740 | $1.09M | 0.1% | $1.12M | Communication Services |
| FWONA Liberty Media Corporation - Ser | $532,818 | $223,777 | $756,595 | 0.0% | $784,309 | Communication Services |
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 March 31, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $492.91M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $972.47M | AAPL, AMAT, CDNS, IBM, MSFT, NET, ORCL, PCOR |
| Financial Services | $602.95M | AON, BK, BRK-A, BRK-B, BRO, CACC, ICE, JPM, KKR, KNSL, MA, PGR, SCHW, USB, V, WFC |
| Communication Services | $520.91M | FWONA, FWONK, GOOG, GOOGL, META |
| Healthcare | $298.38M | ABBV, ABT, JNJ, LH, LLY, UNH, ZTS |
| Energy | $119.87M | XOM |
| Consumer Cyclical | $58.48M | GEF, LOW, MHK, TJX, YUM |
| Consumer Defensive | $42.17M | PEP, PM |
| Other | $38.75M | VOO |
| Basic Materials | $10.98M | MLM |
| Industrials | $1.16M | 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 ($492.91M combined).
- Highest average portfolio weight in overlap: BRK-B (12.1% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($104.00M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Lountzis Asset Management increased between Q3 2001 and Q1 2001, with 47 shared holdings in the latest period ($2.67B combined reported value) versus 46 in the prior period ($2.60B).
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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