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 Investment Services Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Fundsmith Investment Services based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
17
Minimal overlap
Shared Holdings
27 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 27 for Fundsmith Investment Services).
| Stock | Sequoia Financial Advisors value | Fundsmith Investment Services value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $338.04M | $188.51M | $526.55M | 2.9% | $694.09M | Technology |
| GOOGL Alphabet Inc. | $168.86M | $199.76M | $368.61M | 2.6% | $357.87M | Communication Services |
| META Meta Platforms, Inc. | $154.91M | $191.93M | $346.84M | 2.5% | $351.01M | Communication Services |
| MAR Marriott International | $5.56M | $334.24M | $339.81M | 3.7% | $328.05M | Consumer Cyclical |
| SYK Stryker Corporation | $3.92M | $330.77M | $334.69M | 3.7% | $351.43M | Healthcare |
| V Visa Inc. | $95.19M | $233.47M | $328.66M | 2.8% | $367.98M | Financial Services |
| WAT Waters Corporation | $7.36M | $314.20M | $321.55M | 3.5% | $355.34M | Healthcare |
| CHD Church & Dwight Company, Inc. | $1.78M | $245.81M | $247.59M | 2.7% | $262.10M | Consumer Defensive |
| TXN Texas Instruments Incorporated | $17.22M | $226.28M | $243.49M | 2.5% | $212.43M | Technology |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $196.51M | $227.84M | 2.3% | $199.14M | Technology |
| MA Mastercard Incorporated | $16.74M | $201.81M | $218.55M | 2.3% | $255.04M | Financial Services |
| UBER Uber Technologies, Inc. | $4.43M | $213.30M | $217.74M | 2.4% | $242.45M | Technology |
| PG Procter & Gamble Company (The) | $49.75M | $159.24M | $208.99M | 1.9% | $207.23M | Consumer Defensive |
| PM Philip Morris International Inc | $18.63M | $170.85M | $189.48M | 1.9% | $203.11M | Consumer Defensive |
| ADP Automatic Data Processing, Inc. | $2.95M | $184.46M | $187.41M | 2.0% | $236.64M | Technology |
| GEV GE Vernova Inc. | $34.01M | $151.14M | $185.15M | 1.8% | $146.05M | Utilities |
| FTNT Fortinet, Inc. | $5.27M | $173.01M | $178.28M | 1.9% | $178.33M | Technology |
| IDXX IDEXX Laboratories, Inc. | $2.23M | $172.18M | $174.41M | 1.9% | $182.22M | Healthcare |
| NFLX Netflix, Inc. | $15.18M | $156.15M | $171.33M | 1.8% | $197.32M | Communication Services |
| TJX TJX Companies, Inc. (The) | $36.57M | $109.31M | $145.89M | 1.3% | $134.31M | Consumer Cyclical |
| APP Applovin Corporation | $5.07M | $120.52M | $125.59M | 1.3% | $75.70M | Technology |
| NXT Nextracker Inc. | $366,475 | $107.65M | $108.01M | 1.2% | $76.89M | Technology |
| WM Waste Management, Inc. | $52.04M | $25.63M | $77.67M | 0.4% | $77.41M | Industrials |
| VEEV Veeva Systems Inc. | $5.03M | $45.98M | $51.01M | 0.5% | $70.93M | Healthcare |
| BMI Badger Meter, Inc. | $486,539 | $37.27M | $37.76M | 0.4% | $34.70M | Technology |
| YUM Yum! Brands, Inc. | $3.30M | $28.46M | $31.75M | 0.3% | $31.04M | Consumer Cyclical |
| ORLY O'Reilly Automotive, Inc. | $3.86M | $498,207 | $4.36M | 0.0% | $4.28M | Consumer Cyclical |
Largest Shared Position
Microsoft Corporation (MSFT) represents the largest overlapping position between Sequoia Financial Advisors and Fundsmith Investment Services based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $526.55M, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.85B | ADP, APP, BMI, FTNT, MSFT, NXT, TSM, TXN, UBER |
| Communication Services | $886.79M | GOOGL, META, NFLX |
| Healthcare | $881.66M | IDXX, SYK, VEEV, WAT |
| Consumer Defensive | $646.06M | CHD, PG, PM |
| Financial Services | $547.21M | MA, V |
| Consumer Cyclical | $521.81M | MAR, ORLY, TJX, YUM |
| Utilities | $185.15M | GEV |
| Industrials | $77.67M | WM |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Fundsmith Investment Services 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: MSFT ($526.55M combined).
- Highest average portfolio weight in overlap: MAR (3.7% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($167.54M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Fundsmith Investment Services increased between Q1 2001 and Q2 2001, with 27 shared holdings in the latest period ($5.60B combined reported value) versus 24 in the prior period ($6.09B).
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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