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 & Hancock Classic Value Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Hancock Classic Value based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
93
Extremely high shared conviction
Shared Holdings
122 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 155 for Hancock Classic Value).
| Stock | Sequoia Financial Advisors value | Hancock Classic Value value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MGA Magna International, Inc. | $1.24M | $1.97B | $1.97B | 3.2% | $1.60B | Consumer Cyclical |
| CTSH Cognizant Technology Solutions | $3.59M | $1.24B | $1.25B | 2.0% | $834.58M | Technology |
| TSN Tyson Foods, Inc. | $1.82M | $1.10B | $1.10B | 1.8% | $1.00B | Consumer Defensive |
| BAX Baxter International Inc. | $376,935 | $1.08B | $1.08B | 1.8% | $1.40B | Healthcare |
| BMY Bristol-Myers Squibb Company | $10.21M | $1.04B | $1.05B | 1.7% | $974.38M | Healthcare |
| CVS CVS Health Corporation | $3.89M | $989.18M | $993.07M | 1.6% | $1.45B | Healthcare |
| C Citigroup, Inc. | $30.89M | $927.17M | $958.06M | 1.6% | $1.18B | Financial Services |
| HUM Humana Inc. | $641,128 | $948.61M | $949.25M | 1.5% | $2.24B | Healthcare |
| SWKS Skyworks Solutions, Inc. | $423,661 | $862.59M | $863.01M | 1.4% | $1.06B | Technology |
| COF Capital One Financial Corporati | $4.17M | $835.55M | $839.72M | 1.4% | $942.78M | Financial Services |
| G02602103 Amdocs | $420,466 | $827.57M | $827.99M | 1.4% | — | — |
| DG Dollar General Corporation | $1.55M | $818.95M | $820.50M | 1.3% | $796.10M | Consumer Defensive |
| LEA Lear Corporation | $1.17M | $818.32M | $819.49M | 1.3% | $882.50M | Consumer Cyclical |
| UBS UBS Group | $2.22M | $815.71M | $817.93M | 1.3% | $1.32B | — |
| MET MetLife, Inc. | $1.69M | $799.41M | $801.09M | 1.3% | $987.78M | Financial Services |
| PPG PPG Industries, Inc. | $1.41M | $799.32M | $800.73M | 1.3% | $918.58M | Basic Materials |
| DOW Dow Inc. | $1.42M | $789.17M | $790.59M | 1.3% | $512.89M | Basic Materials |
| GPN Global Payments Inc. | $5.91M | $781.73M | $787.64M | 1.3% | $878.34M | Industrials |
| WFC Wells Fargo & Company | $23.80M | $698.43M | $722.23M | 1.2% | $779.65M | Financial Services |
| NOV NOV Inc. | $1.31M | $706.04M | $707.36M | 1.2% | $680.66M | Energy |
| SSNC SS&C Technologies Holdings, Inc | $536,555 | $655.38M | $655.92M | 1.1% | $620.39M | Technology |
| CRBG Corebridge Financial Inc. | $283,028 | $645.31M | $645.60M | 1.1% | $777.64M | Financial Services |
| NOK Nokia Corporation Sponsored | $783,007 | $509.94M | $510.72M | 0.8% | $820.08M | Technology |
| ACN Accenture plc | $32.49M | $477.02M | $509.51M | 0.9% | $336.94M | Technology |
| PVH PVH Corp. | $649,610 | $402.44M | $403.09M | 0.7% | $437.99M | Consumer Cyclical |
| BAC Bank of America Corporation | $48.10M | $313.11M | $361.21M | 0.6% | $432.41M | Financial Services |
| AVT Avnet, Inc. | $969,776 | $350.76M | $351.72M | 0.6% | $498.19M | Technology |
| UHS Universal Health Services, Inc. | $684,745 | $342.23M | $342.92M | 0.6% | $288.52M | Healthcare |
| FMS Fresenius Medical Care AG | $457,407 | $339.59M | $340.05M | 0.6% | $344.57M | Healthcare |
| BAP Credicorp | $496,611 | $309.35M | $309.85M | 0.5% | $353.53M | — |
| MSFT Microsoft Corporation | $308.27M | $282,070 | $308.56M | 0.9% | $320.32M | Technology |
| SHEL Shell PLC | $4.49M | $297.27M | $301.76M | 0.5% | $248.45M | Energy |
| MDT Medtronic | $4.29M | $273.56M | $277.84M | 0.5% | $253.95M | — |
| VOYA Voya Financial, Inc. | $440,371 | $250.95M | $251.39M | 0.4% | $341.13M | Financial Services |
| XOM Exxon Mobil Corporation | $118.92M | $104.70M | $223.63M | 0.5% | $179.63M | Energy |
| JPM JP Morgan Chase & Co. | $110.21M | $99.21M | $209.42M | 0.5% | $237.84M | Financial Services |
| DAL Delta Air Lines, Inc. | $3.61M | $186.65M | $190.26M | 0.3% | $266.33M | Industrials |
| ZTO ZTO Express (Cayman) Inc. | $512,170 | $187.79M | $188.30M | 0.3% | $170.42M | Industrials |
| GOOGL Alphabet Inc. | $136.18M | $49.22M | $185.40M | 0.5% | $232.88M | Communication Services |
| LKQ LKQ Corporation | $517,444 | $183.06M | $183.58M | 0.3% | $163.45M | Consumer Cyclical |
| PFE Pfizer, Inc. | $9.94M | $166.37M | $176.31M | 0.3% | $149.94M | Healthcare |
| SPB Spectrum Brands Holdings, Inc. | $527,322 | $172.34M | $172.87M | 0.3% | $202.07M | Consumer Defensive |
| EQH Equitable Holdings, Inc. | $348,575 | $165.67M | $166.02M | 0.3% | $197.07M | Financial Services |
| NWL Newell Brands Inc. | $189,643 | $163.96M | $164.15M | 0.3% | $281.88M | Consumer Defensive |
| HAL Halliburton Company | $1.96M | $158.57M | $160.54M | 0.3% | $135.91M | Energy |
| CI The Cigna Group | $2.81M | $154.30M | $157.11M | 0.3% | $163.19M | Healthcare |
| KT KT Corporation | $311,476 | $153.92M | $154.23M | 0.3% | $124.10M | Communication Services |
| GL Globe Life Inc. | $3.83M | $142.82M | $146.65M | 0.2% | $189.75M | Financial Services |
| CDW CDW Corporation | $321,217 | $135.00M | $135.32M | 0.2% | $154.77M | Technology |
| OLN Olin Corporation | $570,876 | $131.75M | $132.32M | 0.2% | $87.19M | Basic Materials |
| TEL TE Connectivity | $2.37M | $126.24M | $128.61M | 0.2% | $123.95M | — |
| ST Sensata Technologies | $423,415 | $122.65M | $123.07M | 0.2% | $162.66M | — |
| MS Morgan Stanley | $44.67M | $78.40M | $123.07M | 0.3% | $158.43M | Financial Services |
| CSCO Cisco Systems, Inc. | $15.53M | $101.55M | $117.07M | 0.2% | $176.55M | Technology |
| MHK Mohawk Industries, Inc. | $559,706 | $113.51M | $114.07M | 0.2% | $138.86M | Consumer Cyclical |
| CNO CNO Financial Group, Inc. | $812,208 | $101.46M | $102.27M | 0.2% | $129.69M | Financial Services |
| JNJ Johnson & Johnson | $47.53M | $49.86M | $97.39M | 0.2% | $101.19M | Healthcare |
| WAB Westinghouse Air Brake Technolo | $1.81M | $91.91M | $93.71M | 0.2% | $99.00M | Industrials |
| STZ Constellation Brands, Inc. | $719,498 | $89.37M | $90.09M | 0.1% | $82.21M | Consumer Defensive |
| TFX Teleflex Incorporated | $272,898 | $83.62M | $83.90M | 0.1% | $91.01M | Healthcare |
| FITB Fifth Third Bancorp | $2.19M | $76.00M | $78.19M | 0.1% | $96.75M | Financial Services |
| HUN Huntsman Corporation | $584,117 | $77.42M | $78.00M | 0.1% | $61.83M | Basic Materials |
| KNX Knight-Swift Transportation Hol | $714,768 | $72.54M | $73.25M | 0.1% | $98.43M | Industrials |
| ELV Elevance Health, Inc. | $1.94M | $64.46M | $66.40M | 0.1% | $94.39M | Healthcare |
| HSIC Henry Schein, Inc. | $629,119 | $65.42M | $66.05M | 0.1% | $75.74M | Healthcare |
| OSK Oshkosh Corporation (Holding Co | $326,602 | $64.60M | $64.93M | 0.1% | $63.83M | Industrials |
| GPC Genuine Parts Company | $580,591 | $60.71M | $61.29M | 0.1% | $68.04M | Consumer Cyclical |
| ONB Old National Bancorp | $486,952 | $59.53M | $60.02M | 0.1% | $71.23M | Financial Services |
| COLB Columbia Banking System, Inc. | $421,462 | $55.77M | $56.19M | 0.1% | $66.60M | Financial Services |
| GD General Dynamics Corporation | $17.31M | $36.88M | $54.19M | 0.1% | $57.29M | Industrials |
| TGT Target Corporation | $5.14M | $45.25M | $50.39M | 0.1% | $54.17M | Consumer Defensive |
| ASB Associated Banc-Corp | $566,774 | $49.73M | $50.30M | 0.1% | $60.72M | Financial Services |
| RF Regions Financial Corporation | $1.60M | $48.06M | $49.66M | 0.1% | $58.55M | Financial Services |
| HCA HCA Healthcare, Inc. | $2.89M | $44.61M | $47.49M | 0.1% | $39.47M | Healthcare |
| SHG Shinhan Financial Group Co Ltd | $2.33M | $42.35M | $44.68M | 0.1% | $45.56M | Financial Services |
| CBRE CBRE Group Inc | $2.14M | $40.89M | $43.03M | 0.1% | $43.94M | Real Estate |
| MSM MSC Industrial Direct Company, | $602,273 | $41.02M | $41.63M | 0.1% | $55.64M | Industrials |
| NVST Envista Holdings Corporation | $304,085 | $40.70M | $41.00M | 0.1% | $43.91M | Healthcare |
| HDB HDFC Bank Limited | $1.72M | $37.81M | $39.52M | 0.1% | $40.58M | Financial Services |
| LDOS Leidos Holdings, Inc. | $748,116 | $38.56M | $39.31M | 0.1% | $26.05M | Technology |
| HR Healthcare Realty Trust Incorpo | $757,228 | $37.81M | $38.57M | 0.1% | $46.06M | Real Estate |
| DNOW DNOW Inc. | $1.01M | $36.87M | $37.87M | 0.1% | $40.70M | Industrials |
| WCC WESCO International, Inc. | $4.96M | $31.08M | $36.03M | 0.1% | $42.24M | Industrials |
| MRK Merck & Company, Inc. | $35.73M | $302,048 | $36.03M | 0.1% | $37.56M | Healthcare |
| AIG American International Group, I | $1.94M | $33.84M | $35.78M | 0.1% | $36.42M | Financial Services |
| KEY KeyCorp | $2.18M | $33.26M | $35.44M | 0.1% | $41.10M | Financial Services |
| ARW Arrow Electronics, Inc. | $754,911 | $30.27M | $31.02M | 0.1% | $45.34M | Technology |
| L72967109 Orion | $80,464 | $29.90M | $29.98M | 0.0% | — | — |
| SOLV Solventum Corporation | $1.19M | $28.73M | $29.92M | 0.1% | $35.90M | Healthcare |
| WBS Webster Financial Corporation | $640,971 | $28.41M | $29.05M | 0.0% | $32.07M | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $6.42M | $28.77M | 0.1% | $37.82M | Technology |
| G Genpact | $420,405 | $27.27M | $27.69M | 0.0% | $21.01M | — |
| DRH Diamondrock Hospitality Company | $154,324 | $26.56M | $26.71M | 0.0% | $34.01M | Real Estate |
| GE GE Aerospace | $24.62M | $208,855 | $24.83M | 0.1% | $32.81M | Industrials |
| DIS Walt Disney Company (The) | $11.37M | $8.70M | $20.06M | 0.0% | $19.92M | Communication Services |
| ABEV Ambev S.A. | $359,029 | $13.77M | $14.13M | 0.0% | $15.05M | Consumer Defensive |
| MAN ManpowerGroup | $250,852 | $10.34M | $10.59M | 0.0% | $13.35M | Industrials |
| INTU Intuit Inc. | $9.63M | $242,133 | $9.88M | 0.0% | $6.10M | Technology |
| HSBC HSBC Holdings, plc. | $4.88M | $1.98M | $6.86M | 0.0% | $7.97M | Financial Services |
| BABA Alibaba Group Holding Limited | $2.80M | $3.57M | $6.37M | 0.0% | $4.98M | Consumer Cyclical |
| BIDU Baidu, Inc. | $825,066 | $5.43M | $6.26M | 0.0% | $6.62M | Communication Services |
| ADBE Adobe Inc. | $4.17M | $245,511 | $4.42M | 0.0% | $3.84M | Technology |
| KB KB Financial Group Inc | $2.49M | $1.90M | $4.39M | 0.0% | $4.51M | Financial Services |
| TMUS T-Mobile US, Inc. | $3.89M | $204,779 | $4.10M | 0.0% | $3.38M | Communication Services |
| PBR-A Petroleo Brasileiro S.A.- Petro | $264,975 | $3.69M | $3.96M | 0.0% | — | Energy |
| HIG Hartford Financial Services Gro | $3.61M | $287,634 | $3.89M | 0.0% | $3.85M | Financial Services |
| ING ING Group, N.V. | $1.69M | $2.10M | $3.79M | 0.0% | $4.58M | Financial Services |
| SMFG Sumitomo Mitsui Financial Group | $3.02M | $642,814 | $3.66M | 0.0% | $4.46M | Financial Services |
| VALE VALE S.A. | $556,161 | $3.00M | $3.56M | 0.0% | $3.33M | Basic Materials |
| EQNR Equinor ASA | $1.52M | $1.71M | $3.23M | 0.0% | $2.39M | Energy |
| GSK GSK plc | $1.97M | $1.04M | $3.01M | 0.0% | $2.79M | Healthcare |
| ADSK Autodesk, Inc. | $2.55M | $243,709 | $2.79M | 0.0% | $2.33M | Technology |
| CIG Comp En De Mn Cemig | $146,459 | $2.58M | $2.73M | 0.0% | $2.36M | Utilities |
| SNY Sanofi | $1.77M | $919,636 | $2.69M | 0.0% | $2.32M | Healthcare |
| ITUB Itau Unibanco Banco Holding SA | $572,692 | $1.89M | $2.46M | 0.0% | $2.39M | Financial Services |
| TAK Takeda Pharmaceutical Company L | $1.83M | $525,231 | $2.36M | 0.0% | $2.03M | Healthcare |
| HOLX Hologic, Inc. | $1.82M | $299,639 | $2.12M | 0.0% | — | Healthcare |
| MT Arcelor Mittal NY Registry Shar | $1.11M | $956,894 | $2.07M | 0.0% | $2.36M | Basic Materials |
| PHG Koninklijke Philips N.V. NY Reg | $852,590 | $1.14M | $1.99M | 0.0% | $1.98M | Healthcare |
| BCS Barclays PLC | $1.04M | $378,519 | $1.42M | 0.0% | $1.83M | Financial Services |
| CRUS Cirrus Logic, Inc. | $1.05M | $305,727 | $1.36M | 0.0% | $1.37M | Technology |
| DOCU DocuSign, Inc. | $936,713 | $213,819 | $1.15M | 0.0% | $1.12M | Technology |
Largest Shared Position
Magna International, Inc. (MGA) represents the largest overlapping position between Sequoia Financial Advisors and Hancock Classic Value based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of MGA positions reported by both investment firms is approximately $1.97B, reflecting overlapping institutional exposure to Magna International, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $5.83B | AIG, ASB, BAC, BCS, C, CNO, COF, COLB, CRBG, EQH, FITB, GL, HDB, HIG, HSBC, ING, ITUB, JPM, KB, KEY, MET, MS, ONB, RF, SHG, SMFG, VOYA, WBS, WFC |
| Healthcare | $5.57B | BAX, BMY, CI, CVS, ELV, FMS, GSK, HCA, HOLX, HSIC, HUM, JNJ, MRK, NVST, PFE, PHG, SNY, SOLV, TAK, TFX, UHS |
| Technology | $4.82B | ACN, ADBE, ADSK, ARW, AVT, CDW, CRUS, CSCO, CTSH, DOCU, INTU, LDOS, MSFT, NOK, SSNC, SWKS, TSM |
| Consumer Cyclical | $3.56B | BABA, GPC, LEA, LKQ, MGA, MHK, PVH |
| Other | $2.54B | BAP, G, G02602103, L72967109, MDT, ST, TEL, UBS |
| Consumer Defensive | $2.41B | ABEV, DG, NWL, SPB, STZ, TGT, TSN |
| Basic Materials | $1.81B | DOW, HUN, MT, OLN, PPG, VALE |
| Industrials | $1.60B | DAL, DNOW, GD, GE, GPN, KNX, MAN, MSM, OSK, WAB, WCC, ZTO |
| Energy | $1.40B | EQNR, HAL, NOV, PBR-A, SHEL, XOM |
| Communication Services | $370.05M | BIDU, DIS, GOOGL, KT, TMUS |
| Real Estate | $108.32M | CBRE, DRH, HR |
| Utilities | $2.73M | CIG |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Hancock Classic Value 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: MGA ($1.97B combined).
- Highest average portfolio weight in overlap: MGA (3.2% conviction score).
- Largest estimated mark-to-market gain since filing: HUM ($1.29B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Hancock Classic Value decreased between Q4 2001 and Q1 2001, with 122 shared holdings in the latest period ($30.02B combined reported value) versus 123 in the prior period ($32.10B).
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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