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 June 30, 2026).
Overlap Score
97
Extremely high shared conviction
Shared Holdings
130 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 158 for Hancock Classic Value).
| Stock | Sequoia Financial Advisors value | Hancock Classic Value value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MGA Magna International, Inc. | $1.41M | $2.23B | $2.23B | 3.3% | $1.68B | Consumer Cyclical |
| HUM Humana Inc. | $2.29M | $1.75B | $1.75B | 2.6% | $1.72B | Healthcare |
| BAX Baxter International Inc. | $475,911 | $1.39B | $1.39B | 2.1% | $1.75B | Healthcare |
| CVS CVS Health Corporation | $5.77M | $1.22B | $1.22B | 1.8% | $1.15B | Healthcare |
| DG Dollar General Corporation | $1.46M | $1.18B | $1.18B | 1.7% | $1.26B | Consumer Defensive |
| SWKS Skyworks Solutions, Inc. | $1.36M | $1.08B | $1.08B | 1.6% | $1.11B | Technology |
| CTSH Cognizant Technology Solutions | $3.83M | $1.03B | $1.03B | 1.5% | $1.57B | Technology |
| BMY Bristol-Myers Squibb Company | $10.36M | $979.95M | $990.31M | 1.5% | $1.10B | Healthcare |
| TSN Tyson Foods, Inc. | $1.41M | $974.20M | $975.62M | 1.4% | $991.29M | Consumer Defensive |
| CRBG Corebridge Financial Inc. | $420,167 | $967.40M | $967.82M | 1.4% | $1.17B | Financial Services |
| PPG PPG Industries, Inc. | $1.42M | $946.96M | $948.39M | 1.4% | $892.24M | Basic Materials |
| MET MetLife, Inc. | $2.25M | $941.79M | $944.04M | 1.4% | $1.09B | Financial Services |
| COF Capital One Financial Corporati | $5.17M | $921.63M | $926.80M | 1.4% | $1.05B | Financial Services |
| UBS UBS Group | $2.50M | $905.52M | $908.02M | 1.3% | $1.21B | — |
| LEA Lear Corporation | $1.34M | $889.95M | $891.29M | 1.3% | $830.72M | Consumer Cyclical |
| GPN Global Payments Inc. | $6.31M | $848.34M | $854.65M | 1.3% | $1.10B | Industrials |
| C Citigroup, Inc. | $39.08M | $776.61M | $815.69M | 1.2% | $812.02M | Financial Services |
| WFC Wells Fargo & Company | $24.94M | $729.50M | $754.44M | 1.1% | $810.86M | Financial Services |
| G02602103 Amdocs | $291,663 | $706.82M | $707.11M | 1.0% | — | — |
| SSNC SS&C Technologies Holdings, Inc | $571,592 | $684.82M | $685.39M | 1.0% | $900.23M | Technology |
| NOV NOV Inc. | $1.29M | $674.78M | $676.06M | 1.0% | $770.46M | Energy |
| ACN Accenture plc | $7.18M | $639.89M | $647.07M | 1.0% | $919.80M | Technology |
| NVDA NVIDIA Corporation | $567.52M | $289,130 | $567.81M | 1.4% | $638.95M | Technology |
| PVH PVH Corp. | $597,799 | $444.57M | $445.17M | 0.7% | $494.39M | Consumer Cyclical |
| BAC Bank of America Corporation | $60.68M | $359.56M | $420.25M | 0.7% | $475.64M | Financial Services |
| LKQ LKQ Corporation | $231,241 | $398.70M | $398.93M | 0.6% | $385.14M | Consumer Cyclical |
| CDW CDW Corporation | $498,228 | $371.13M | $371.63M | 0.6% | $368.41M | Technology |
| DOW Dow Inc. | $1.61M | $342.19M | $343.81M | 0.5% | $390.43M | Basic Materials |
| FMS Fresenius Medical Care AG | $893,708 | $338.97M | $339.86M | 0.5% | $357.30M | Healthcare |
| MSFT Microsoft Corporation | $338.04M | $281,630 | $338.32M | 0.9% | $449.31M | Technology |
| BAP Credicorp | $565,576 | $325.91M | $326.48M | 0.5% | $323.78M | — |
| VOYA Voya Financial, Inc. | $640,755 | $319.54M | $320.18M | 0.5% | $359.05M | Financial Services |
| NWL Newell Brands Inc. | $219,714 | $294.66M | $294.88M | 0.4% | $299.69M | Consumer Defensive |
| UHS Universal Health Services, Inc. | $1.04M | $292.82M | $293.86M | 0.4% | $336.02M | Healthcare |
| AVT Avnet, Inc. | $1.47M | $277.15M | $278.62M | 0.4% | $300.24M | Technology |
| DAL Delta Air Lines, Inc. | $5.33M | $245.27M | $250.60M | 0.4% | $239.06M | Industrials |
| MDT Medtronic | $3.43M | $246.27M | $249.70M | 0.4% | $291.32M | — |
| GL Globe Life Inc. | $5.27M | $242.26M | $247.52M | 0.4% | $250.74M | Financial Services |
| EQH Equitable Holdings, Inc. | $304,835 | $244.05M | $244.36M | 0.4% | $295.64M | Financial Services |
| WDAY Workday, Inc. | $748,972 | $241.32M | $242.07M | 0.4% | $392.87M | Technology |
| JPM JP Morgan Chase & Co. | $127.95M | $109.36M | $237.31M | 0.5% | $263.05M | Financial Services |
| GOOGL Alphabet Inc. | $168.86M | $61.17M | $230.02M | 0.5% | $222.64M | Communication Services |
| SPB Spectrum Brands Holdings, Inc. | $373,525 | $207.58M | $207.96M | 0.3% | $218.09M | Consumer Defensive |
| SHEL Shell PLC | $3.27M | $200.15M | $203.42M | 0.3% | $237.34M | Energy |
| RHI Robert Half Inc. | $779,780 | $191.02M | $191.80M | 0.3% | $270.03M | Industrials |
| XOM Exxon Mobil Corporation | $100.00M | $80.59M | $180.59M | 0.4% | $211.47M | Energy |
| CSCO Cisco Systems, Inc. | $25.59M | $150.50M | $176.10M | 0.3% | $167.43M | Technology |
| ZTO ZTO Express (Cayman) Inc. | $443,474 | $163.87M | $164.32M | 0.2% | $168.14M | Industrials |
| CI The Cigna Group | $3.33M | $154.94M | $158.28M | 0.2% | $162.23M | Healthcare |
| MBC MasterBrand, Inc. | $434,804 | $157.74M | $158.18M | 0.2% | $140.65M | Consumer Cyclical |
| MS Morgan Stanley | $58.54M | $95.01M | $153.55M | 0.3% | $159.66M | Financial Services |
| PFE Pfizer, Inc. | $8.00M | $143.49M | $151.49M | 0.2% | $168.54M | Healthcare |
| MHK Mohawk Industries, Inc. | $797,575 | $138.66M | $139.46M | 0.2% | $161.03M | Consumer Cyclical |
| HAL Halliburton Company | $2.26M | $133.28M | $135.54M | 0.2% | $137.42M | Energy |
| BEKE KE Holdings Inc | $295,424 | $128.99M | $129.29M | 0.2% | $151.35M | Real Estate |
| KT KT Corporation | $250,284 | $125.91M | $126.16M | 0.2% | $139.59M | Communication Services |
| CNO CNO Financial Group, Inc. | $953,276 | $124.48M | $125.43M | 0.2% | $136.01M | Financial Services |
| TEL TE Connectivity | $2.37M | $112.02M | $114.40M | 0.2% | $122.69M | — |
| ST Sensata Technologies | $312,363 | $107.51M | $107.82M | 0.2% | $104.41M | — |
| DIS Walt Disney Company (The) | $10.64M | $85.04M | $95.68M | 0.2% | $106.22M | Communication Services |
| ELV Elevance Health, Inc. | $6.35M | $86.85M | $93.20M | 0.1% | $96.48M | Healthcare |
| FITB Fifth Third Bancorp | $2.78M | $89.33M | $92.11M | 0.1% | $94.88M | Financial Services |
| G Genpact | $489,666 | $91.29M | $91.78M | 0.1% | $113.00M | — |
| STZ Constellation Brands, Inc. | $677,331 | $83.36M | $84.04M | 0.1% | $84.09M | Consumer Defensive |
| OLN Olin Corporation | $316,764 | $77.10M | $77.42M | 0.1% | $74.61M | Basic Materials |
| ONB Old National Bancorp | $527,299 | $73.65M | $74.17M | 0.1% | $77.81M | Financial Services |
| HSIC Henry Schein, Inc. | $619,903 | $71.89M | $72.51M | 0.1% | $77.93M | Healthcare |
| GPC Genuine Parts Company | $596,408 | $69.84M | $70.44M | 0.1% | $80.62M | Consumer Cyclical |
| COLB Columbia Banking System, Inc. | $486,872 | $68.24M | $68.73M | 0.1% | $70.10M | Financial Services |
| NOK Nokia Corporation Sponsored | $1.49M | $66.54M | $68.03M | 0.1% | $55.12M | Technology |
| OSK Oshkosh Corporation (Holding Co | $528,679 | $63.81M | $64.34M | 0.1% | $64.09M | Industrials |
| ASB Associated Banc-Corp | $719,742 | $61.24M | $61.96M | 0.1% | $65.10M | Financial Services |
| GD General Dynamics Corporation | $19.54M | $38.46M | $58.00M | 0.1% | $64.80M | Industrials |
| RF Regions Financial Corporation | $2.07M | $55.56M | $57.63M | 0.1% | $60.87M | Financial Services |
| HUN Huntsman Corporation | $396,857 | $54.82M | $55.21M | 0.1% | $53.55M | Basic Materials |
| TGT Target Corporation | $5.46M | $48.78M | $54.24M | 0.1% | $64.16M | Consumer Defensive |
| HR Healthcare Realty Trust Incorpo | $902,951 | $44.89M | $45.79M | 0.1% | $43.70M | Real Estate |
| MSM MSC Industrial Direct Company, | $931,798 | $44.45M | $45.38M | 0.1% | $47.24M | Industrials |
| SHG Shinhan Financial Group Co Ltd | $2.82M | $42.34M | $45.16M | 0.1% | $53.81M | Financial Services |
| HDB HDFC Bank Limited | $1.70M | $41.68M | $43.38M | 0.1% | $39.25M | Financial Services |
| CBRE CBRE Group Inc | $1.86M | $41.19M | $43.04M | 0.1% | $48.85M | Real Estate |
| KEY KeyCorp | $3.12M | $36.81M | $39.93M | 0.1% | $40.38M | Financial Services |
| HCA HCA Healthcare, Inc. | $1.79M | $37.66M | $39.45M | 0.1% | $40.95M | Healthcare |
| DNOW DNOW Inc. | $1.12M | $37.53M | $38.65M | 0.1% | $48.96M | Industrials |
| MRK Merck & Company, Inc. | $37.54M | $322,664 | $37.86M | 0.1% | $40.02M | Healthcare |
| AIG American International Group, I | $2.55M | $34.03M | $36.59M | 0.1% | $37.62M | Financial Services |
| DRH Diamondrock Hospitality Company | $277,363 | $34.46M | $34.74M | 0.1% | $35.25M | Real Estate |
| GEV GE Vernova Inc. | $34.01M | $216,174 | $34.23M | 0.1% | $30.98M | Utilities |
| SOLV Solventum Corporation | $1.67M | $32.23M | $33.90M | 0.1% | $38.93M | Healthcare |
| GE GE Aerospace | $33.00M | $275,065 | $33.27M | 0.1% | $32.80M | Industrials |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $1.94M | $33.26M | 0.1% | $29.70M | Technology |
| WCC WESCO International, Inc. | $8.06M | $24.70M | $32.76M | 0.1% | $34.29M | Industrials |
| L72967109 Orion | $84,367 | $31.64M | $31.72M | 0.0% | — | — |
| NVST Envista Holdings Corporation | $301,313 | $30.49M | $30.80M | 0.0% | $32.81M | Healthcare |
| CRM Salesforce, Inc. | $29.94M | $235,303 | $30.17M | 0.1% | $37.79M | Technology |
| ARW Arrow Electronics, Inc. | $1.23M | $26.71M | $27.94M | 0.0% | $28.02M | Technology |
| LDOS Leidos Holdings, Inc. | $386,689 | $25.52M | $25.91M | 0.0% | $36.19M | Technology |
| UVV Universal Corporation | $278,119 | $18.96M | $19.24M | 0.0% | $16.51M | Consumer Defensive |
| ORCL Oracle Corporation | $16.05M | $304,238 | $16.35M | 0.0% | $16.79M | Technology |
| MAN ManpowerGroup | $643,387 | $11.86M | $12.50M | 0.0% | $21.58M | Industrials |
| ABEV Ambev S.A. | $459,684 | $11.74M | $12.20M | 0.0% | $10.88M | Consumer Defensive |
| HSBC HSBC Holdings, plc. | $5.61M | $2.24M | $7.85M | 0.0% | $8.57M | Financial Services |
| BIDU Baidu, Inc. | $887,005 | $4.74M | $5.63M | 0.0% | $5.10M | Communication Services |
| KNX Knight-Swift Transportation Hol | $939,150 | $4.63M | $5.57M | 0.0% | $5.18M | Industrials |
| ING ING Group, N.V. | $2.19M | $2.98M | $5.17M | 0.0% | $5.88M | Financial Services |
| BABA Alibaba Group Holding Limited | $2.10M | $2.57M | $4.67M | 0.0% | $6.02M | Consumer Cyclical |
| STT State Street Corporation | $3.50M | $208,778 | $3.71M | 0.0% | $4.19M | Financial Services |
| ADBE Adobe Inc. | $3.43M | $224,292 | $3.66M | 0.0% | $4.71M | Technology |
| KB KB Financial Group Inc | $2.86M | $801,894 | $3.66M | 0.0% | $4.18M | Financial Services |
| SMFG Sumitomo Mitsui Financial Group | $2.58M | $880,055 | $3.46M | 0.0% | $3.86M | Financial Services |
| SAP SAP SE | $2.30M | $1.01M | $3.31M | 0.0% | $4.46M | Technology |
| GSK GSK plc | $1.90M | $1.28M | $3.19M | 0.0% | $3.01M | Healthcare |
| SNY Sanofi | $1.49M | $1.08M | $2.57M | 0.0% | $2.63M | Healthcare |
| EQNR Equinor ASA | $1.16M | $1.20M | $2.36M | 0.0% | $3.06M | Energy |
| EXPE Expedia Group, Inc. | $1.84M | $271,233 | $2.11M | 0.0% | $2.74M | Consumer Cyclical |
| TAK Takeda Pharmaceutical Company L | $1.41M | $606,253 | $2.02M | 0.0% | $2.22M | Healthcare |
| PHG Koninklijke Philips N.V. NY Reg | $626,891 | $1.31M | $1.94M | 0.0% | $1.95M | Healthcare |
| BCS Barclays PLC | $1.35M | $551,304 | $1.90M | 0.0% | $1.99M | Financial Services |
| MT Arcelor Mittal NY Registry Shar | $1.39M | $492,601 | $1.88M | 0.0% | $2.31M | Basic Materials |
| ADSK Autodesk, Inc. | $1.28M | $292,797 | $1.57M | 0.0% | $2.04M | Technology |
| VALE VALE S.A. | $514,783 | $888,522 | $1.40M | 0.0% | $1.27M | Basic Materials |
| ITUB Itau Unibanco Banco Holding SA | $552,621 | $655,569 | $1.21M | 0.0% | $1.09M | Financial Services |
| CIG Comp En De Mn Cemig | $133,303 | $953,310 | $1.09M | 0.0% | $998,650 | Utilities |
| PBR-A Petroleo Brasileiro S.A.- Petro | $206,659 | $777,940 | $984,599 | 0.0% | $1.08M | Energy |
| WBS Webster Financial Corporation | $684,515 | $243,703 | $928,218 | 0.0% | $959,534 | Financial Services |
| DOCU DocuSign, Inc. | $674,460 | $200,334 | $874,794 | 0.0% | $1.22M | Technology |
| ZBRA Zebra Technologies Corporation | $475,759 | $357,770 | $833,529 | 0.0% | $1.19M | Technology |
| TOST Toast, Inc. | $391,539 | $304,490 | $696,029 | 0.0% | $869,410 | Technology |
| HALO Halozyme Therapeutics, Inc. | $359,103 | $316,915 | $676,018 | 0.0% | $852,126 | Healthcare |
| QRVO Qorvo, Inc. | $385,482 | $284,007 | $669,489 | 0.0% | $704,234 | 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 June 30, 2026. The combined disclosed value of MGA positions reported by both investment firms is approximately $2.23B, reflecting overlapping institutional exposure to Magna International, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $6.70B | AIG, ASB, BAC, BCS, C, CNO, COF, COLB, CRBG, EQH, FITB, GL, HDB, HSBC, ING, ITUB, JPM, KB, KEY, MET, MS, ONB, RF, SHG, SMFG, STT, VOYA, WBS, WFC |
| Healthcare | $6.62B | BAX, BMY, CI, CVS, ELV, FMS, GSK, HALO, HCA, HSIC, HUM, MRK, NVST, PFE, PHG, SNY, SOLV, TAK, UHS |
| Technology | $5.64B | ACN, ADBE, ADSK, ARW, AVT, CDW, CRM, CSCO, CTSH, DOCU, LDOS, MSFT, NOK, NVDA, ORCL, QRVO, SAP, SSNC, SWKS, TOST, TSM, WDAY, ZBRA |
| Consumer Cyclical | $4.34B | BABA, EXPE, GPC, LEA, LKQ, MBC, MGA, MHK, PVH |
| Consumer Defensive | $2.83B | ABEV, DG, NWL, SPB, STZ, TGT, TSN, UVV |
| Other | $2.54B | BAP, G, G02602103, L72967109, MDT, ST, TEL, UBS |
| Industrials | $1.75B | DAL, DNOW, GD, GE, GPN, KNX, MAN, MSM, OSK, RHI, WCC, ZTO |
| Basic Materials | $1.43B | DOW, HUN, MT, OLN, PPG, VALE |
| Energy | $1.20B | EQNR, HAL, NOV, PBR-A, SHEL, XOM |
| Communication Services | $457.49M | BIDU, DIS, GOOGL, KT |
| Real Estate | $252.86M | BEKE, CBRE, DRH, HR |
| Utilities | $35.32M | CIG, GEV |
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 ($2.23B combined).
- Highest average portfolio weight in overlap: MGA (3.3% conviction score).
- Largest estimated mark-to-market gain since filing: CTSH ($534.16M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Hancock Classic Value increased between Q1 2001 and Q2 2001, with 130 shared holdings in the latest period ($33.79B combined reported value) versus 122 in the prior period ($30.02B).
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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- Hancock Classic Value portfolio
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