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 & Eagle Capital Management Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Eagle Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
55 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 56 for Eagle Capital Management).
| Stock | Sequoia Financial Advisors value | Eagle Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $260.58M | $2.71B | $2.97B | 4.8% | $3.27B | Consumer Cyclical |
| UNH UnitedHealth Group Incorporated | $23.63M | $2.40B | $2.42B | 3.7% | $2.34B | Healthcare |
| MELI MercadoLibre, Inc. | $2.39M | $2.39B | $2.39B | 3.7% | $2.60B | Consumer Cyclical |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $2.11B | $2.14B | 3.3% | $1.91B | Technology |
| COP ConocoPhillips | $6.56M | $1.82B | $1.82B | 2.8% | $2.22B | Energy |
| DHR Danaher Corporation | $4.47M | $1.78B | $1.79B | 2.7% | $1.90B | Healthcare |
| MSFT Microsoft Corporation | $338.04M | $1.39B | $1.72B | 3.0% | $2.29B | Technology |
| GOOG Alphabet Inc. | $269.00M | $1.43B | $1.69B | 2.9% | $1.65B | Communication Services |
| SPGI S&P Global Inc. | $3.61M | $1.66B | $1.66B | 2.5% | $1.71B | Financial Services |
| HUM Humana Inc. | $2.29M | $1.53B | $1.53B | 2.3% | $1.50B | Healthcare |
| MA Mastercard Incorporated | $16.74M | $1.38B | $1.39B | 2.1% | $1.55B | Financial Services |
| WDAY Workday, Inc. | $748,972 | $1.39B | $1.39B | 2.1% | $2.25B | Technology |
| SAP SAP SE | $2.30M | $1.33B | $1.33B | 2.0% | $1.80B | Technology |
| COF Capital One Financial Corporati | $5.17M | $1.28B | $1.29B | 2.0% | $1.46B | Financial Services |
| AJG Arthur J. Gallagher & Co. | $34.39M | $1.12B | $1.16B | 1.8% | $1.27B | Financial Services |
| LEN Lennar Corporation | $1.32M | $967.07M | $968.39M | 1.5% | $929.22M | Consumer Cyclical |
| META Meta Platforms, Inc. | $154.91M | $726.51M | $881.43M | 1.5% | $922.99M | Communication Services |
| EQT EQT Corporation | $1.22M | $816.53M | $817.75M | 1.2% | $836.97M | Energy |
| INTU Intuit Inc. | $2.99M | $776.18M | $779.17M | 1.2% | $1.03B | Technology |
| ASML ASML | $11.16M | $743.88M | $755.04M | 1.2% | $699.87M | — |
| EL Estee Lauder Companies, Inc. (T | $608,348 | $711.35M | $711.96M | 1.1% | $776.44M | Consumer Defensive |
| AA Alcoa Corporation | $467,396 | $619.41M | $619.88M | 0.9% | $594.20M | Basic Materials |
| ELV Elevance Health, Inc. | $6.35M | $576.77M | $583.13M | 0.9% | $603.62M | Healthcare |
| GOOGL Alphabet Inc. | $168.86M | $299.67M | $468.52M | 0.9% | $453.48M | Communication Services |
| CHTR Charter Communications, Inc. | $674,803 | $247.42M | $248.09M | 0.4% | $269.13M | Communication Services |
| LBRDK Liberty Broadband Corporation | $259,329 | $219.00M | $219.26M | 0.3% | $239.49M | Communication Services |
| SPY SPDR S&P 500 | $119.75M | $48.57M | $168.32M | 0.4% | $174.99M | — |
| GS Goldman Sachs Group, Inc. (The) | $155.27M | $422,753 | $155.69M | 0.4% | $160.01M | Financial Services |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $16.62M | $140.34M | 0.3% | $141.36M | Financial Services |
| JPM JP Morgan Chase & Co. | $127.95M | $363,009 | $128.31M | 0.3% | $142.23M | Financial Services |
| V Visa Inc. | $95.19M | $397,984 | $95.59M | 0.2% | $101.46M | Financial Services |
| AER AerCap | $1.48M | $94.08M | $95.56M | 0.1% | $99.93M | — |
| MS Morgan Stanley | $58.54M | $15.99M | $74.53M | 0.2% | $77.50M | Financial Services |
| IBM International Business Machines | $62.18M | $759,267 | $62.94M | 0.2% | $52.44M | Technology |
| GEV GE Vernova Inc. | $34.01M | $22.46M | $56.47M | 0.1% | $51.11M | Utilities |
| VOO Vanguard S&P 500 ETF | $45.72M | $1.17M | $46.89M | 0.1% | $48.72M | — |
| GE GE Aerospace | $33.00M | $12.64M | $45.64M | 0.1% | $44.98M | Industrials |
| C Citigroup, Inc. | $39.08M | $5.75M | $44.83M | 0.1% | $44.63M | Financial Services |
| WFC Wells Fargo & Company | $24.94M | $5.63M | $30.57M | 0.1% | $32.85M | Financial Services |
| WWD Woodward, Inc. | $10.93M | $15.12M | $26.05M | 0.1% | $22.69M | Industrials |
| BIL SPDR Bloomberg 1-3 Month T-Bill | $15.98M | $5.79M | $21.77M | 0.0% | $21.75M | — |
| AON Aon Plc | $5.85M | $14.92M | $20.77M | 0.0% | $22.28M | Financial Services |
| CMCSA Comcast Corporation | $13.19M | $6.58M | $19.77M | 0.0% | $21.08M | Communication Services |
| NFLX Netflix, Inc. | $15.18M | $4.30M | $19.48M | 0.0% | $21.33M | Communication Services |
| ORCL Oracle Corporation | $16.05M | $2.93M | $18.98M | 0.0% | $19.49M | Technology |
| SHEL Shell PLC | $3.27M | $10.16M | $13.43M | 0.0% | $15.67M | Energy |
| TRV The Travelers Companies, Inc. | $11.03M | $2.28M | $13.30M | 0.0% | $14.92M | Financial Services |
| IWD iShares Russell 1000 Value ETF | $6.53M | $6.44M | $12.97M | 0.0% | $13.84M | — |
| HLT Hilton Worldwide Holdings Inc. | $3.80M | $8.13M | $11.93M | 0.0% | $11.81M | Consumer Cyclical |
| MAR Marriott International | $5.56M | $5.96M | $11.52M | 0.0% | $11.09M | Consumer Cyclical |
| WRB W.R. Berkley Corporation | $1.05M | $8.71M | $9.77M | 0.0% | $9.77M | Financial Services |
| ECL Ecolab Inc. | $2.65M | $6.25M | $8.91M | 0.0% | $8.83M | Basic Materials |
| SATS EchoStar Corporation | $367,227 | $2.53M | $2.89M | 0.0% | $2.96M | Technology |
| GEHC GE HealthCare Technologies Inc. | $1.08M | $702,190 | $1.78M | 0.0% | $2.05M | Healthcare |
| PTC PTC Inc. | $501,163 | $1.21M | $1.71M | 0.0% | $2.25M | Technology |
Largest Shared Position
Amazon.com, Inc. (AMZN) represents the largest overlapping position between Sequoia Financial Advisors and Eagle Capital Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $2.97B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $7.46B | IBM, INTU, MSFT, ORCL, PTC, SAP, SATS, TSM, WDAY |
| Consumer Cyclical | $6.35B | AMZN, HLT, LEN, MAR, MELI |
| Healthcare | $6.33B | DHR, ELV, GEHC, HUM, UNH |
| Financial Services | $6.21B | AJG, AON, BRK-B, C, COF, GS, JPM, MA, MS, SPGI, TRV, V, WFC, WRB |
| Communication Services | $3.55B | CHTR, CMCSA, GOOG, GOOGL, LBRDK, META, NFLX |
| Energy | $2.65B | COP, EQT, SHEL |
| Other | $1.10B | AER, ASML, BIL, IWD, SPY, VOO |
| Consumer Defensive | $711.96M | EL |
| Basic Materials | $628.79M | AA, ECL |
| Industrials | $71.68M | GE, WWD |
| Utilities | $56.47M | GEV |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Eagle Capital 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: AMZN ($2.97B combined).
- Highest average portfolio weight in overlap: AMZN (4.8% conviction score).
- Largest estimated mark-to-market gain since filing: WDAY ($864.01M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Eagle Capital Management decreased between Q1 2001 and Q2 2001, with 55 shared holdings in the latest period ($35.12B combined reported value) versus 59 in the prior period ($31.89B).
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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