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 & Gardner Russo & Quinn Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Gardner Russo & Quinn based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
28
Limited overlap
Shared Holdings
47 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 78 for Gardner Russo & Quinn).
| Stock | Sequoia Financial Advisors value | Gardner Russo & Quinn value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOG Alphabet Inc. | $216.08M | $961.08M | $1.18B | 6.5% | $1.47B | Communication Services |
| BRK-A Berkshire Hathaway Inc. | $17.24M | $1.05B | $1.07B | 6.5% | — | Financial Services |
| MA Mastercard Incorporated | $16.59M | $777.04M | $793.64M | 4.8% | $829.82M | Financial Services |
| PM Philip Morris International Inc | $17.31M | $761.40M | $778.72M | 4.8% | $836.88M | Consumer Defensive |
| BRK-B Berkshire Hathaway Inc. New | $121.01M | $532.12M | $653.13M | 3.6% | — | Financial Services |
| NFLX Netflix, Inc. | $21.60M | $539.47M | $561.07M | 3.4% | $432.92M | Communication Services |
| AAPL Apple Inc. | $492.48M | $1.21M | $493.68M | 1.4% | $572.64M | Technology |
| MLM Martin Marietta Materials, Inc. | $6.08M | $421.15M | $427.23M | 2.6% | $420.38M | Basic Materials |
| UBER Uber Technologies, Inc. | $4.84M | $372.12M | $376.97M | 2.3% | $380.79M | Technology |
| MSFT Microsoft Corporation | $308.27M | $1.31M | $309.59M | 0.9% | $321.39M | Technology |
| AMZN Amazon.com, Inc. | $233.00M | $216,601 | $233.21M | 0.7% | $270.65M | Consumer Cyclical |
| JPM JP Morgan Chase & Co. | $110.21M | $43.77M | $153.99M | 0.6% | $174.88M | Financial Services |
| XOM Exxon Mobil Corporation | $118.92M | $32.91M | $151.83M | 0.5% | $121.95M | Energy |
| DASH DoorDash, Inc. | $1.20M | $150.33M | $151.53M | 0.9% | $190.60M | Communication Services |
| GOOGL Alphabet Inc. | $136.18M | $3.34M | $139.52M | 0.4% | $175.25M | Communication Services |
| CAT Caterpillar, Inc. | $126.64M | $318,807 | $126.96M | 0.4% | $177.67M | Industrials |
| V Visa Inc. | $80.33M | $28.35M | $108.69M | 0.4% | $126.25M | Financial Services |
| WMT Walmart Inc. | $101.05M | $1.21M | $102.26M | 0.3% | $89.54M | Consumer Defensive |
| COST Costco Wholesale Corporation | $96.93M | $4.61M | $101.54M | 0.3% | $94.22M | Consumer Defensive |
| CMCSA Comcast Corporation | $17.16M | $64.69M | $81.85M | 0.4% | $67.65M | Communication Services |
| PG Procter & Gamble Company (The) | $48.53M | $1.33M | $49.87M | 0.1% | $50.90M | Consumer Defensive |
| JNJ Johnson & Johnson | $47.53M | $318,750 | $47.85M | 0.1% | $49.72M | Healthcare |
| MCD McDonald's Corporation | $44.65M | $294,318 | $44.95M | 0.1% | $38.97M | Consumer Cyclical |
| ABT Abbott Laboratories | $37.28M | $1.18M | $38.46M | 0.1% | $34.53M | Healthcare |
| MRK Merck & Company, Inc. | $35.73M | $257,536 | $35.99M | 0.1% | $37.51M | Healthcare |
| CVX Chevron Corporation | $33.25M | $511,043 | $33.76M | 0.1% | $27.04M | Energy |
| WFC Wells Fargo & Company | $23.80M | $593,115 | $24.39M | 0.1% | $26.33M | Financial Services |
| ABBV AbbVie Inc. | $19.68M | $2.70M | $22.37M | 0.1% | $25.83M | Healthcare |
| KO Coca-Cola Company (The) | $20.86M | $990,551 | $21.85M | 0.1% | $23.36M | Consumer Defensive |
| AXP American Express Company | $18.28M | $1.96M | $20.24M | 0.1% | $23.29M | Financial Services |
| PEP Pepsico, Inc. | $18.69M | $1.43M | $20.12M | 0.1% | $18.29M | Consumer Defensive |
| MO Altria Group, Inc. | $8.60M | $10.85M | $19.45M | 0.1% | $21.09M | Consumer Defensive |
| UNP Union Pacific Corporation | $11.96M | $6.71M | $18.67M | 0.1% | $21.37M | Industrials |
| BF-B Brown Forman Inc | $417,625 | $17.44M | $17.86M | 0.1% | — | Consumer Defensive |
| ORCL Oracle Corporation | $17.02M | $529,596 | $17.55M | 0.1% | $17.00M | Technology |
| MKL Markel Group Inc. | $2.87M | $9.48M | $12.35M | 0.1% | $12.37M | Financial Services |
| DIS Walt Disney Company (The) | $11.37M | $242,592 | $11.61M | 0.0% | $11.53M | Communication Services |
| CR Crane Company | $246,488 | $7.97M | $8.22M | 0.0% | $10.57M | Industrials |
| DOV Dover Corporation | $1.12M | $3.99M | $5.11M | 0.0% | $5.32M | Industrials |
| VMC Vulcan Materials Company (Holdi | $1.05M | $1.98M | $3.03M | 0.0% | $3.28M | Basic Materials |
| UNM Unum Group | $2.61M | $277,514 | $2.89M | 0.0% | $3.61M | Financial Services |
| MKC McCormick & Company, Incorporat | $303,841 | $1.95M | $2.25M | 0.0% | $2.36M | Consumer Defensive |
| FBLA FB Bancorp | $963,312 | $687,000 | $1.65M | 0.0% | $1.83M | — |
| GNRC Generac Holdlings Inc. | $1.19M | $439,493 | $1.63M | 0.0% | $2.25M | Industrials |
| HRL Hormel Foods Corporation | $529,430 | $430,350 | $959,780 | 0.0% | $1.05M | Consumer Defensive |
| LAMR Lamar Advertising Company | $201,263 | $679,911 | $881,174 | 0.0% | $1.09M | Real Estate |
| OUT Outfront Media | $343,679 | $360,082 | $703,761 | 0.0% | $872,663 | — |
Largest Shared Position
Alphabet Inc. (GOOG) represents the largest overlapping position between Sequoia Financial Advisors and Gardner Russo & Quinn based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $1.18B, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $2.84B | AXP, BRK-A, BRK-B, JPM, MA, MKL, UNM, V, WFC |
| Communication Services | $2.12B | CMCSA, DASH, DIS, GOOG, GOOGL, NFLX |
| Technology | $1.20B | AAPL, MSFT, ORCL, UBER |
| Consumer Defensive | $1.11B | BF-B, COST, HRL, KO, MKC, MO, PEP, PG, PM, WMT |
| Basic Materials | $430.26M | MLM, VMC |
| Consumer Cyclical | $278.16M | AMZN, MCD |
| Energy | $185.59M | CVX, XOM |
| Industrials | $160.59M | CAT, CR, DOV, GNRC, UNP |
| Healthcare | $144.67M | ABBV, ABT, JNJ, MRK |
| Other | $2.35M | FBLA, OUT |
| Real Estate | $881,174 | LAMR |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Gardner Russo & Quinn 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: GOOG ($1.18B combined).
- Highest average portfolio weight in overlap: GOOG (6.5% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($291.48M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Gardner Russo & Quinn decreased between Q4 2001 and Q1 2001, with 47 shared holdings in the latest period ($8.47B combined reported value) versus 49 in the prior period ($9.38B).
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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