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.

Investor AInvestor B

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

Minimal overlap

Shared Holdings

43 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 49 for Eagle Capital Management).

Stock	Sequoia Financial Advisors value	Eagle Capital Management value	Combined value	Conviction	Est. current value	Sector
AAPL Apple Inc.	$492.48M	$12,722	$492.49M	3.9%	$586.00M	Technology
NVDA NVIDIA Corporation	$467.38M	$2,365	$467.38M	1.8%	$532.18M	Technology
MSFT Microsoft Corporation	$308.27M	$7,916	$308.28M	2.4%	$328.24M	Technology
AMZN Amazon.com, Inc.	$233.00M	$8,543	$233.01M	2.3%	$280.31M	Consumer Cyclical
GLD SPDR Gold Trust	$201.90M	$871	$201.90M	0.7%	$174.64M	—
AVGO Broadcom Inc.	$198.14M	$16,894	$198.15M	3.9%	$256.60M	Technology
GOOGL Alphabet Inc.	$136.18M	$12,509	$136.19M	2.8%	$186.77M	Communication Services
CAT Caterpillar, Inc.	$126.64M	$616	$126.64M	0.5%	$178.09M	Industrials
BRK-B Berkshire Hathaway Inc. New	$121.01M	$5,322	$121.02M	1.4%	—	Financial Services
XOM Exxon Mobil Corporation	$118.92M	$447	$118.92M	0.4%	$95.88M	Energy
JPM JP Morgan Chase & Co.	$110.21M	$6,357	$110.22M	1.6%	$132.39M	Financial Services
SPY SPDR S&P 500	$103.02M	$24,866	$103.05M	5.2%	$146.66M	—
WMT Walmart Inc.	$101.05M	$518	$101.05M	0.4%	$88.93M	Consumer Defensive
V Visa Inc.	$80.33M	$6,140	$80.34M	1.4%	$100.44M	Financial Services
HD Home Depot, Inc. (The)	$72.04M	$5,650	$72.05M	1.3%	$82.88M	Consumer Cyclical
IVV iShares Core S&P 500 ETF	$62.86M	$351	$62.86M	0.2%	$72.49M	—
QQQ Invesco QQQ Trust, Series 1	$61.19M	$20,234	$61.21M	4.2%	$102.30M	—
JNJ Johnson & Johnson	$47.53M	$251	$47.53M	0.2%	$49.65M	Healthcare
TSLA Tesla, Inc.	$42.34M	$367	$42.34M	0.2%	$48.86M	Consumer Cyclical
SCHX Schwab U.S. Large-Cap ETF	$36.25M	$5,625	$36.25M	1.2%	$48.00M	—
CVX Chevron Corporation	$33.25M	$6,856	$33.26M	1.4%	$32.12M	Energy
SCHG Schwab U.S. Large-Cap Growth ET	$29.36M	$4,491	$29.36M	1.0%	$39.64M	—
TSM Taiwan Semiconductor Manufactur	$22.36M	$5,123	$22.36M	1.1%	$36.12M	Technology
PEP Pepsico, Inc.	$18.69M	$3,149	$18.69M	0.7%	$19.85M	Consumer Defensive
AXP American Express Company	$18.28M	$2,024	$18.28M	0.5%	$23.36M	Financial Services
AMAT Applied Materials, Inc.	$17.47M	$7,028	$17.47M	1.4%	$46.65M	Technology
CSCO Cisco Systems, Inc.	$15.53M	$350	$15.53M	0.1%	$23.94M	Technology
LMT Lockheed Martin Corporation	$12.78M	$6,277	$12.78M	1.3%	$16.45M	Industrials
SCHD Schwab US Dividend Equity ETF	$11.79M	$28,509	$11.82M	5.7%	$41.84M	—
XLF SPDR Select Sector Fund - Finan	$11.39M	$1,137	$11.39M	0.3%	$13.90M	—
PFE Pfizer, Inc.	$9.94M	$3,554	$9.95M	0.7%	$11.48M	Healthcare
XLE SPDR Select Sector Fund - Energ	$8.37M	$374	$8.37M	0.1%	$7.54M	—
DUK Duke Energy Corporation (Holdin	$7.17M	$233	$7.17M	0.1%	$7.11M	Utilities
FTNT Fortinet, Inc.	$2.71M	$2,166	$2.72M	0.4%	$9.49M	Technology
SMH VanEck Semiconductor ETF	$2.43M	$1,274	$2.43M	0.3%	$5.99M	—
PRU Prudential Financial, Inc.	$2.33M	$3,508	$2.34M	0.7%	$6.64M	Financial Services
TRGP Targa Resources, Inc.	$2.20M	$226	$2.20M	0.1%	$2.49M	Energy
ADM Archer-Daniels-Midland Company	$2.06M	$532	$2.07M	0.1%	$2.74M	Consumer Defensive
DIA SPDR Dow Jones Industrial Avera	$1.21M	$1,350	$1.21M	0.3%	$2.89M	—
ITA iShares U.S. Aerospace & Defens	$1.09M	$207	$1.09M	0.0%	$1.45M	—
BG Bunge Global	$768,019	$308	$768,327	0.1%	$887,369	—
VXF Vanguard Extended Market ETF	$668,993	$5,698	$674,691	1.1%	$7.58M	—
STIP iShares 0-5 Year TIPS Bond ETF	$520,150	$394	$520,544	0.1%	$894,090	—

Largest Shared Position

Apple Inc. (AAPL) 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 AAPL positions reported by both investment firms is approximately $492.49M, reflecting overlapping institutional exposure to Apple Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Technology	$1.52B	AAPL, AMAT, AVGO, CSCO, FTNT, MSFT, NVDA, TSM
Other	$532.91M	BG, DIA, GLD, ITA, IVV, QQQ, SCHD, SCHG, SCHX, SMH, SPY, STIP, VXF, XLE, XLF
Consumer Cyclical	$347.40M	AMZN, HD, TSLA
Financial Services	$332.19M	AXP, BRK-B, JPM, PRU, V
Energy	$154.38M	CVX, TRGP, XOM
Industrials	$139.43M	CAT, LMT
Communication Services	$136.19M	GOOGL
Consumer Defensive	$121.81M	ADM, PEP, WMT
Healthcare	$57.48M	JNJ, PFE
Utilities	$7.17M	DUK

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: AAPL ($492.49M combined).
Highest average portfolio weight in overlap: SCHD (5.7% conviction score).
Largest estimated mark-to-market gain since filing: AAPL ($93.51M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Sequoia Financial Advisors and Eagle Capital Management decreased between Q4 2001 and Q1 2001, with 43 shared holdings in the latest period ($3.35B combined reported value) versus 44 in the prior period ($3.70B).

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