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
15
Minimal overlap
Shared Holdings
47 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 50 for Eagle Capital Management).
| Stock | Sequoia Financial Advisors value | Eagle Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $572.48M | $14,302 | $572.50M | 3.9% | $620.39M | Technology |
| NVDA NVIDIA Corporation | $567.52M | $2,746 | $567.52M | 1.9% | $641.71M | Technology |
| MSFT Microsoft Corporation | $338.04M | $7,947 | $338.05M | 2.2% | $459.49M | Technology |
| AMZN Amazon.com, Inc. | $260.58M | $9,441 | $260.59M | 2.3% | $297.57M | Consumer Cyclical |
| AVGO Broadcom Inc. | $251.54M | $19,969 | $251.56M | 4.0% | $282.46M | Technology |
| CAT Caterpillar, Inc. | $200.49M | $777 | $200.49M | 0.6% | $161.89M | Industrials |
| GOOGL Alphabet Inc. | $168.86M | $15,174 | $168.87M | 3.0% | $178.12M | Communication Services |
| GLD SPDR Gold Trust | $168.07M | $775 | $168.07M | 0.6% | $184.02M | — |
| JPM JP Morgan Chase & Co. | $127.95M | $6,976 | $127.95M | 1.5% | $149.56M | Financial Services |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $5,565 | $123.72M | 1.3% | $130.22M | Financial Services |
| SPY SPDR S&P 500 | $119.75M | $28,480 | $119.78M | 5.2% | $154.10M | — |
| XOM Exxon Mobil Corporation | $100.00M | $360 | $100.00M | 0.3% | $117.52M | Energy |
| WMT Walmart Inc. | $95.99M | $472 | $95.99M | 0.3% | $98.17M | Consumer Defensive |
| V Visa Inc. | $95.19M | $7,011 | $95.20M | 1.4% | $108.48M | Financial Services |
| HD Home Depot, Inc. (The) | $81.01M | $6,062 | $81.02M | 1.2% | $83.66M | Consumer Cyclical |
| QQQ Invesco QQQ Trust, Series 1 | $78.43M | $25,795 | $78.46M | 4.6% | $103.47M | — |
| ETN Eaton | $74.63M | $2,301 | $74.64M | 0.6% | $81.52M | — |
| IVV iShares Core S&P 500 ETF | $72.31M | $362 | $72.31M | 0.2% | $75.69M | — |
| TSLA Tesla, Inc. | $60.98M | $415 | $60.98M | 0.2% | $49.96M | Consumer Cyclical |
| JNJ Johnson & Johnson | $51.62M | $260 | $51.62M | 0.2% | $53.19M | Healthcare |
| SCHX Schwab U.S. Large-Cap ETF | $40.75M | $6,512 | $40.76M | 1.2% | $49.21M | — |
| AMAT Applied Materials, Inc. | $39.71M | $14,411 | $39.72M | 2.6% | $37.96M | Technology |
| SCHG Schwab U.S. Large-Cap Growth ET | $33.54M | $5,373 | $33.55M | 1.0% | $41.16M | — |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $7,185 | $31.33M | 1.3% | $34.38M | Technology |
| CVX Chevron Corporation | $28.80M | $5,450 | $28.81M | 1.0% | $41.33M | Energy |
| CSCO Cisco Systems, Inc. | $25.59M | $531 | $25.59M | 0.2% | $24.84M | Technology |
| AXP American Express Company | $20.53M | $2,281 | $20.53M | 0.4% | $23.09M | Financial Services |
| PEP Pepsico, Inc. | $15.70M | $2,702 | $15.70M | 0.5% | $19.14M | Consumer Defensive |
| LMT Lockheed Martin Corporation | $11.52M | $5,250 | $11.52M | 0.9% | $20.03M | Industrials |
| SCHD Schwab US Dividend Equity ETF | $11.34M | $29,630 | $11.37M | 5.1% | $44.60M | — |
| XLF SPDR Select Sector Fund - Finan | $10.89M | $1,286 | $10.89M | 0.2% | $13.21M | — |
| PFE Pfizer, Inc. | $8.00M | $3,048 | $8.00M | 0.5% | $12.29M | Healthcare |
| XLE SPDR Select Sector Fund - Energ | $7.50M | $324 | $7.50M | 0.1% | $9.12M | — |
| DUK Duke Energy Corporation (Holdin | $7.15M | $225 | $7.15M | 0.1% | $7.22M | Utilities |
| FTNT Fortinet, Inc. | $5.27M | $4,044 | $5.27M | 0.7% | $9.70M | Technology |
| SMH VanEck Semiconductor ETF | $4.25M | $2,164 | $4.25M | 0.4% | $5.75M | — |
| PRU Prudential Financial, Inc. | $2.70M | $3,580 | $2.71M | 0.6% | $7.29M | Financial Services |
| TRGP Targa Resources, Inc. | $2.37M | $241 | $2.37M | 0.0% | $2.69M | Energy |
| ADM Archer-Daniels-Midland Company | $2.23M | $559 | $2.23M | 0.1% | $2.93M | Consumer Defensive |
| ITA iShares U.S. Aerospace & Defens | $1.53M | $229 | $1.53M | 0.0% | $1.84M | — |
| DIA SPDR Dow Jones Industrial Avera | $1.37M | $1,523 | $1.37M | 0.3% | $2.97M | — |
| VXF Vanguard Extended Market ETF | $998,689 | $6,839 | $1.01M | 1.2% | $7.98M | — |
| BG Bunge Global | $705,447 | $245 | $705,692 | 0.0% | $1.01M | — |
| STIP iShares 0-5 Year TIPS Bond ETF | $528,781 | $389 | $529,170 | 0.1% | $905,451 | — |
| VUSB Vanguard Ultra-Short Bond ETF | $435,107 | $18,696 | $453,803 | 3.2% | $19.11M | — |
| SPMO Invesco S&P 500 Momentum ETF | $375,251 | $12,208 | $387,459 | 2.1% | $11.94M | — |
| HBCP Home Bancorp, Inc. | $215,290 | $569 | $215,859 | 0.1% | $823,366 | Financial Services |
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 June 30, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $572.50M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.83B | AAPL, AMAT, AVGO, CSCO, FTNT, MSFT, NVDA, TSM |
| Other | $627.57M | BG, DIA, ETN, GLD, ITA, IVV, QQQ, SCHD, SCHG, SCHX, SMH, SPMO, SPY, STIP, VUSB, VXF, XLE, XLF |
| Consumer Cyclical | $402.60M | AMZN, HD, TSLA |
| Financial Services | $370.33M | AXP, BRK-B, HBCP, JPM, PRU, V |
| Industrials | $212.01M | CAT, LMT |
| Communication Services | $168.87M | GOOGL |
| Energy | $131.18M | CVX, TRGP, XOM |
| Consumer Defensive | $113.92M | ADM, PEP, WMT |
| Healthcare | $59.63M | JNJ, PFE |
| Utilities | $7.15M | 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 ($572.50M combined).
- Highest average portfolio weight in overlap: SPY (5.2% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($121.45M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Eagle Capital Management increased between Q1 2001 and Q2 2001, with 47 shared holdings in the latest period ($3.92B combined reported value) versus 43 in the prior period ($3.35B).
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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