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 & Fundsmith Portfolio Overlap

Shared 13F holdings between Sequoia Financial Advisors and Fundsmith based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Limited overlap

Shared Holdings

38 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 41 for Fundsmith).

Stock	Sequoia Financial Advisors value	Fundsmith value	Combined value	Conviction	Est. current value	Sector
MAR Marriott International	$5.56M	$958.26M	$963.82M	3.5%	$930.48M	Consumer Cyclical
MSFT Microsoft Corporation	$338.04M	$595.61M	$933.65M	3.0%	$1.23B	Technology
SYK Stryker Corporation	$3.92M	$917.39M	$921.32M	3.4%	$967.41M	Healthcare
WAT Waters Corporation	$7.36M	$852.70M	$860.06M	3.1%	$950.42M	Healthcare
GOOGL Alphabet Inc.	$168.86M	$633.74M	$802.60M	2.7%	$779.22M	Communication Services
V Visa Inc.	$95.19M	$692.98M	$788.17M	2.8%	$882.47M	Financial Services
META Meta Platforms, Inc.	$154.91M	$592.51M	$747.43M	2.6%	$756.40M	Communication Services
MA Mastercard Incorporated	$16.74M	$639.46M	$656.19M	2.4%	$765.78M	Financial Services
UBER Uber Technologies, Inc.	$4.43M	$645.34M	$649.77M	2.4%	$723.52M	Technology
PG Procter & Gamble Company (The)	$49.75M	$598.05M	$647.81M	2.3%	$642.33M	Consumer Defensive
CHD Church & Dwight Company, Inc.	$1.78M	$625.52M	$627.30M	2.3%	$664.07M	Consumer Defensive
ADP Automatic Data Processing, Inc.	$2.95M	$582.62M	$585.57M	2.1%	$739.40M	Technology
TSM Taiwan Semiconductor Manufactur	$31.33M	$548.46M	$579.79M	2.1%	$506.75M	Technology
FTNT Fortinet, Inc.	$5.27M	$557.63M	$562.90M	2.1%	$563.05M	Technology
TXN Texas Instruments Incorporated	$17.22M	$536.28M	$553.50M	2.0%	$482.90M	Technology
PM Philip Morris International Inc	$18.63M	$527.12M	$545.75M	2.0%	$585.00M	Consumer Defensive
IDXX IDEXX Laboratories, Inc.	$2.23M	$536.91M	$539.14M	2.0%	$563.28M	Healthcare
GEV GE Vernova Inc.	$34.01M	$481.50M	$515.51M	1.8%	$406.64M	Utilities
NFLX Netflix, Inc.	$15.18M	$499.11M	$514.29M	1.9%	$592.30M	Communication Services
TJX TJX Companies, Inc. (The)	$36.57M	$344.30M	$380.87M	1.4%	$350.65M	Consumer Cyclical
APP Applovin Corporation	$5.07M	$358.89M	$363.96M	1.3%	$219.37M	Technology
NXT Nextracker Inc.	$366,475	$340.27M	$340.64M	1.2%	$242.49M	Technology
VEEV Veeva Systems Inc.	$5.03M	$144.95M	$149.99M	0.5%	$208.56M	Healthcare
YUM Yum! Brands, Inc.	$3.30M	$88.90M	$92.20M	0.3%	$90.13M	Consumer Cyclical
MSCI MSCI Inc.	$1.59M	$30.01M	$31.59M	0.1%	$31.82M	Financial Services
MEDP Medpace Holdings, Inc.	$586,786	$27.74M	$28.32M	0.1%	$32.84M	Healthcare
NTNX Nutanix, Inc.	$448,194	$27.43M	$27.88M	0.1%	$36.35M	Technology
CLX Clorox Company (The)	$529,699	$25.89M	$26.42M	0.1%	$29.05M	Consumer Defensive
BMI Badger Meter, Inc.	$486,539	$25.91M	$26.40M	0.1%	$24.26M	Technology
ROL Rollins, Inc.	$514,826	$25.88M	$26.39M	0.1%	$22.99M	Consumer Cyclical
MANH Manhattan Associates, Inc.	$1.15M	$24.09M	$25.24M	0.1%	$38.62M	Technology
FICO Fair Isaac Corporation	$1.30M	$21.45M	$22.75M	0.1%	$21.65M	Technology
VRT Vertiv Holdings, LLC	$7.45M	$14.03M	$21.48M	0.1%	$16.41M	Industrials
SABR Sabre Corporation	$69,115	$18.84M	$18.91M	0.1%	$20.45M	Technology
ORLY O'Reilly Automotive, Inc.	$3.86M	$14.98M	$18.84M	0.1%	$18.48M	Consumer Cyclical
VRSN VeriSign, Inc.	$1.66M	$14.02M	$15.68M	0.1%	$18.31M	Technology
ADMA ADMA Biologics Inc	$88,555	$13.81M	$13.89M	0.1%	$16.14M	Healthcare
PAYC Paycom Software, Inc.	$611,450	$12.66M	$13.28M	0.0%	$24.47M	Technology

Largest Shared Position

Marriott International (MAR) represents the largest overlapping position between Sequoia Financial Advisors and Fundsmith based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of MAR positions reported by both investment firms is approximately $963.82M, reflecting overlapping institutional exposure to Marriott International.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Technology	$4.72B	ADP, APP, BMI, FICO, FTNT, MANH, MSFT, NTNX, NXT, PAYC, SABR, TSM, TXN, UBER, VRSN
Healthcare	$2.51B	ADMA, IDXX, MEDP, SYK, VEEV, WAT
Communication Services	$2.06B	GOOGL, META, NFLX
Consumer Defensive	$1.85B	CHD, CLX, PG, PM
Consumer Cyclical	$1.48B	MAR, ORLY, ROL, TJX, YUM
Financial Services	$1.48B	MA, MSCI, V
Utilities	$515.51M	GEV
Industrials	$21.48M	VRT

Consensus Smart Money Signals

Shared holdings between Sequoia Financial Advisors and Fundsmith 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: MAR ($963.82M combined).
Highest average portfolio weight in overlap: MAR (3.5% conviction score).
Largest estimated mark-to-market gain since filing: MSFT ($297.08M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Sequoia Financial Advisors and Fundsmith increased between Q1 2001 and Q2 2001, with 38 shared holdings in the latest period ($14.64B combined reported value) versus 29 in the prior period ($13.61B).

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