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 & Fundsmith Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Fundsmith based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
45
Moderate overlap
Shared Holdings
29 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 34 for Fundsmith).
| Stock | Sequoia Financial Advisors value | Fundsmith value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MAR Marriott International | $5.07M | $1.10B | $1.11B | 4.3% | $1.27B | Consumer Cyclical |
| MSFT Microsoft Corporation | $308.27M | $769.86M | $1.08B | 3.9% | $1.12B | Technology |
| V Visa Inc. | $80.33M | $938.18M | $1.02B | 3.9% | $1.18B | Financial Services |
| SYK Stryker Corporation | $4.77M | $1.01B | $1.01B | 3.9% | $1.01B | Healthcare |
| GOOGL Alphabet Inc. | $136.18M | $850.08M | $986.27M | 3.7% | $1.23B | Communication Services |
| WAT Waters Corporation | $5.72M | $956.56M | $962.28M | 3.7% | $1.22B | Healthcare |
| META Meta Platforms, Inc. | $150.96M | $756.00M | $906.96M | 3.4% | $1.06B | Communication Services |
| PM Philip Morris International Inc | $17.31M | $845.41M | $862.72M | 3.3% | $947.67M | Consumer Defensive |
| IDXX IDEXX Laboratories, Inc. | $2.64M | $823.61M | $826.25M | 3.2% | $828.72M | Healthcare |
| ADP Automatic Data Processing, Inc. | $2.46M | $783.28M | $785.74M | 3.1% | $935.56M | Technology |
| MTD Mettler-Toledo International, I | $1.34M | $717.01M | $718.35M | 2.8% | $738.27M | Healthcare |
| PG Procter & Gamble Company (The) | $48.53M | $606.64M | $655.17M | 2.5% | $666.96M | Consumer Defensive |
| CHD Church & Dwight Company, Inc. | $1.51M | $619.79M | $621.29M | 2.4% | $641.53M | Consumer Defensive |
| TXN Texas Instruments Incorporated | $10.70M | $509.25M | $519.95M | 2.0% | $834.16M | Technology |
| FTNT Fortinet, Inc. | $2.71M | $503.12M | $505.84M | 2.0% | $974.97M | Technology |
| ZTS Zoetis Inc. | $2.47M | $458.37M | $460.84M | 1.8% | $294.57M | Healthcare |
| OTIS Otis Worldwide Corporation | $710,818 | $210.55M | $211.27M | 0.8% | $200.33M | Industrials |
| HD Home Depot, Inc. (The) | $72.04M | $9.41M | $81.45M | 0.2% | $85.02M | Consumer Cyclical |
| MSCI MSCI Inc. | $1.47M | $34.92M | $36.39M | 0.1% | $40.83M | Financial Services |
| ROL Rollins, Inc. | $874,046 | $33.11M | $33.98M | 0.1% | $28.30M | Consumer Cyclical |
| MEDP Medpace Holdings, Inc. | $491,715 | $30.09M | $30.58M | 0.1% | $34.28M | Healthcare |
| VRSN VeriSign, Inc. | $1.28M | $28.18M | $29.46M | 0.1% | $32.04M | Technology |
| VRT Vertiv Holdings, LLC | $5.35M | $22.87M | $28.22M | 0.1% | $35.90M | Industrials |
| CLX Clorox Company (The) | $666,672 | $26.66M | $27.32M | 0.1% | $25.46M | Consumer Defensive |
| PAYC Paycom Software, Inc. | $605,271 | $26.67M | $27.28M | 0.1% | $31.21M | Technology |
| BMI Badger Meter, Inc. | $554,250 | $21.71M | $22.26M | 0.1% | $21.07M | Technology |
| NTNX Nutanix, Inc. | $314,533 | $21.95M | $22.26M | 0.1% | $32.09M | Technology |
| QLYS Qualys, Inc. | $244,223 | $19.86M | $20.11M | 0.1% | $34.94M | Technology |
| MANH Manhattan Associates, Inc. | $766,772 | $16.09M | $16.86M | 0.1% | $19.62M | 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 March 31, 2026. The combined disclosed value of MAR positions reported by both investment firms is approximately $1.11B, reflecting overlapping institutional exposure to Marriott International.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Healthcare | $4.01B | IDXX, MEDP, MTD, SYK, WAT, ZTS |
| Technology | $3.03B | ADP, BMI, FTNT, MANH, MSFT, NTNX, PAYC, QLYS, TXN, VRSN |
| Consumer Defensive | $2.17B | CHD, CLX, PG, PM |
| Communication Services | $1.89B | GOOGL, META |
| Consumer Cyclical | $1.22B | HD, MAR, ROL |
| Financial Services | $1.05B | MSCI, V |
| Industrials | $239.48M | OTIS, 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 ($1.11B combined).
- Highest average portfolio weight in overlap: MAR (4.3% conviction score).
- Largest estimated mark-to-market gain since filing: FTNT ($469.13M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Fundsmith decreased between Q4 2001 and Q1 2001, with 29 shared holdings in the latest period ($13.61B combined reported value) versus 31 in the prior period ($17.76B).
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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