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 March 31, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
59 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 60 for Eagle Capital Management).
| Stock | Sequoia Financial Advisors value | Eagle Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $233.00M | $2.45B | $2.68B | 4.8% | $3.11B | Consumer Cyclical |
| COP ConocoPhillips | $8.28M | $2.50B | $2.50B | 4.2% | $1.96B | Energy |
| MSFT Microsoft Corporation | $308.27M | $1.48B | $1.79B | 3.4% | $1.86B | Technology |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $1.65B | $1.67B | 2.8% | $2.20B | Technology |
| UNH UnitedHealth Group Incorporated | $14.64M | $1.59B | $1.60B | 2.7% | $2.52B | Healthcare |
| GOOG Alphabet Inc. | $216.08M | $1.32B | $1.53B | 2.8% | $1.91B | Communication Services |
| MELI MercadoLibre, Inc. | $2.52M | $1.36B | $1.36B | 2.3% | $1.37B | Consumer Cyclical |
| SAP SAP SE | $3.10M | $1.34B | $1.35B | 2.3% | $1.25B | Technology |
| DHR Danaher Corporation | $4.28M | $1.25B | $1.25B | 2.1% | $1.28B | Healthcare |
| COF Capital One Financial Corporati | $4.17M | $1.20B | $1.20B | 2.0% | $1.35B | Financial Services |
| WDAY Workday, Inc. | $1.09M | $1.13B | $1.13B | 1.9% | $1.14B | Technology |
| CMCSA Comcast Corporation | $17.16M | $1.08B | $1.10B | 1.9% | $905.84M | Communication Services |
| INTU Intuit Inc. | $9.63M | $1.00B | $1.01B | 1.7% | $625.89M | Technology |
| AER AerCap | $1.47M | $1.00B | $1.00B | 1.7% | $1.04B | — |
| LEN Lennar Corporation | $1.20M | $944.86M | $946.06M | 1.6% | $948.46M | Consumer Cyclical |
| AA Alcoa Corporation | $415,081 | $935.08M | $935.49M | 1.6% | $669.64M | Basic Materials |
| META Meta Platforms, Inc. | $150.96M | $752.69M | $903.65M | 1.7% | $968.06M | Communication Services |
| WWD Woodward, Inc. | $7.35M | $882.04M | $889.38M | 1.5% | $1.05B | Industrials |
| SPGI S&P Global Inc. | $3.44M | $606.24M | $609.68M | 1.0% | $594.82M | Financial Services |
| AJG Arthur J. Gallagher & Co. | $30.29M | $577.31M | $607.59M | 1.1% | $672.37M | Financial Services |
| ASML ASML | $7.33M | $572.51M | $579.83M | 1.0% | $809.08M | — |
| EL Estee Lauder Companies, Inc. (T | $571,540 | $569.32M | $569.89M | 1.0% | $654.86M | Consumer Defensive |
| NFLX Netflix, Inc. | $21.60M | $514.44M | $536.05M | 0.9% | $413.62M | Communication Services |
| HUM Humana Inc. | $641,128 | $514.46M | $515.10M | 0.9% | $1.22B | Healthcare |
| SHEL Shell PLC | $4.49M | $493.71M | $498.20M | 0.8% | $410.18M | Energy |
| ELV Elevance Health, Inc. | $1.94M | $453.36M | $455.29M | 0.8% | $647.27M | Healthcare |
| GOOGL Alphabet Inc. | $136.18M | $275.56M | $411.74M | 0.8% | $517.20M | Communication Services |
| LBRDK Liberty Broadband Corporation | $449,029 | $336.99M | $337.44M | 0.6% | $219.64M | Communication Services |
| MA Mastercard Incorporated | $16.59M | $312.06M | $328.65M | 0.6% | $343.64M | Financial Services |
| EQT EQT Corporation | $1.26M | $232.92M | $234.18M | 0.4% | $193.11M | Energy |
| AON Aon Plc | $5.13M | $149.56M | $154.69M | 0.3% | $164.65M | Financial Services |
| BRK-B Berkshire Hathaway Inc. New | $121.01M | $24.35M | $145.36M | 0.4% | — | Financial Services |
| GS Goldman Sachs Group, Inc. (The) | $124.41M | $5.91M | $130.32M | 0.4% | $157.06M | Financial Services |
| SPY SPDR S&P 500 | $103.02M | $18.39M | $121.42M | 0.3% | $139.23M | — |
| JPM JP Morgan Chase & Co. | $110.21M | $326,223 | $110.54M | 0.3% | $125.54M | Financial Services |
| PTC PTC Inc. | $858,253 | $104.25M | $105.11M | 0.2% | $88.36M | Technology |
| V Visa Inc. | $80.33M | $1.11M | $81.44M | 0.2% | $94.60M | Financial Services |
| MS Morgan Stanley | $44.67M | $13.10M | $57.77M | 0.1% | $74.37M | Financial Services |
| IBM International Business Machines | $50.16M | $654,453 | $50.81M | 0.1% | $60.01M | Technology |
| GEV GE Vernova Inc. | $25.45M | $21.30M | $46.75M | 0.1% | $60.75M | Utilities |
| VOO Vanguard S&P 500 ETF | $38.14M | $455,143 | $38.59M | 0.1% | $44.27M | — |
| GE GE Aerospace | $24.62M | $11.61M | $36.23M | 0.1% | $47.86M | Industrials |
| C Citigroup, Inc. | $30.89M | $4.66M | $35.55M | 0.1% | $43.93M | Financial Services |
| CHTR Charter Communications, Inc. | $924,422 | $32.27M | $33.19M | 0.1% | $21.50M | Communication Services |
| WFC Wells Fargo & Company | $23.80M | $6.92M | $30.72M | 0.1% | $33.16M | Financial Services |
| BIL SPDR Bloomberg 1-3 Month T-Bill | $3.95M | $24.07M | $28.02M | 0.1% | $27.95M | — |
| PHM PulteGroup, Inc. | $1.84M | $18.18M | $20.02M | 0.0% | $22.56M | Consumer Cyclical |
| ORCL Oracle Corporation | $17.02M | $2.94M | $19.96M | 0.1% | $19.33M | Technology |
| HLT Hilton Worldwide Holdings Inc. | $3.35M | $11.39M | $14.74M | 0.0% | $16.10M | Consumer Cyclical |
| LBRDA Liberty Broadband Corporation | $264,710 | $13.60M | $13.86M | 0.0% | $9.04M | Communication Services |
| VMC Vulcan Materials Company (Holdi | $1.05M | $11.35M | $12.40M | 0.0% | $13.44M | Basic Materials |
| MAR Marriott International | $5.07M | $6.15M | $11.22M | 0.0% | $12.64M | Consumer Cyclical |
| TRV The Travelers Companies, Inc. | $8.64M | $2.01M | $10.65M | 0.0% | $12.22M | Financial Services |
| WRB W.R. Berkley Corporation | $639,185 | $8.19M | $8.83M | 0.0% | $9.41M | Financial Services |
| ECL Ecolab Inc. | $2.75M | $5.97M | $8.72M | 0.0% | $9.13M | Basic Materials |
| IWD iShares Russell 1000 Value ETF | $5.67M | $1.66M | $7.33M | 0.0% | $8.37M | — |
| MLM Martin Marietta Materials, Inc. | $6.08M | $276,514 | $6.36M | 0.0% | $6.25M | Basic Materials |
| GEHC GE HealthCare Technologies Inc. | $1.52M | $858,146 | $2.38M | 0.0% | $2.17M | Healthcare |
| LYB LyondellBasell | $775,247 | $354,061 | $1.13M | 0.0% | $737,066 | — |
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 March 31, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $2.68B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $7.13B | IBM, INTU, MSFT, ORCL, PTC, SAP, TSM, WDAY |
| Consumer Cyclical | $5.03B | AMZN, HLT, LEN, MAR, MELI, PHM |
| Communication Services | $4.87B | CHTR, CMCSA, GOOG, GOOGL, LBRDA, LBRDK, META, NFLX |
| Healthcare | $3.82B | DHR, ELV, GEHC, HUM, UNH |
| Financial Services | $3.51B | AJG, AON, BRK-B, C, COF, GS, JPM, MA, MS, SPGI, TRV, V, WFC, WRB |
| Energy | $3.24B | COP, EQT, SHEL |
| Other | $1.78B | AER, ASML, BIL, IWD, LYB, SPY, VOO |
| Basic Materials | $962.97M | AA, ECL, MLM, VMC |
| Industrials | $925.61M | GE, WWD |
| Consumer Defensive | $569.89M | EL |
| Utilities | $46.75M | 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 ($2.68B combined).
- Highest average portfolio weight in overlap: AMZN (4.8% conviction score).
- Largest estimated mark-to-market gain since filing: UNH ($922.20M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Eagle Capital Management increased between Q4 2001 and Q1 2001, with 59 shared holdings in the latest period ($31.89B combined reported value) versus 55 in the prior period ($35.61B).
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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