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 June 30, 2026).
Overlap Score
26
Limited overlap
Shared Holdings
46 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 76 for Gardner Russo & Quinn).
| Stock | Sequoia Financial Advisors value | Gardner Russo & Quinn value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOG Alphabet Inc. | $269.00M | $1.08B | $1.35B | 7.1% | $1.31B | Communication Services |
| BRK-A Berkshire Hathaway Inc. | $17.22M | $1.07B | $1.09B | 6.4% | $1.10B | Financial Services |
| PM Philip Morris International Inc | $18.63M | $819.68M | $838.31M | 4.9% | $882.24M | Consumer Defensive |
| MA Mastercard Incorporated | $16.74M | $781.90M | $798.64M | 4.7% | $885.23M | Financial Services |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $540.10M | $663.82M | 3.5% | $668.65M | Financial Services |
| AAPL Apple Inc. | $572.48M | $1.33M | $573.81M | 1.5% | $606.67M | Technology |
| NFLX Netflix, Inc. | $15.18M | $407.70M | $422.88M | 2.5% | $462.92M | Communication Services |
| MLM Martin Marietta Materials, Inc. | $7.09M | $406.78M | $413.87M | 2.4% | $393.23M | Basic Materials |
| UBER Uber Technologies, Inc. | $4.43M | $366.86M | $371.30M | 2.2% | $390.80M | Technology |
| MSFT Microsoft Corporation | $338.04M | $1.34M | $339.37M | 0.9% | $450.72M | Technology |
| AMZN Amazon.com, Inc. | $260.58M | $223,086 | $260.81M | 0.7% | $287.41M | Consumer Cyclical |
| DASH DoorDash, Inc. | $1.55M | $218.87M | $220.43M | 1.3% | $259.24M | Communication Services |
| CAT Caterpillar, Inc. | $200.49M | $282,199 | $200.77M | 0.5% | $161.50M | Industrials |
| GOOGL Alphabet Inc. | $168.86M | $3.97M | $172.83M | 0.4% | $167.28M | Communication Services |
| JPM JP Morgan Chase & Co. | $127.95M | $8.09M | $136.04M | 0.4% | $150.80M | Financial Services |
| V Visa Inc. | $95.19M | $29.94M | $125.13M | 0.4% | $132.81M | Financial Services |
| WMT Walmart Inc. | $95.99M | $958,746 | $96.95M | 0.2% | $98.67M | Consumer Defensive |
| COST Costco Wholesale Corporation | $88.71M | $3.18M | $91.89M | 0.2% | $94.41M | Consumer Defensive |
| CMCSA Comcast Corporation | $13.19M | $53.85M | $67.04M | 0.4% | $71.49M | Communication Services |
| JNJ Johnson & Johnson | $51.62M | $282,415 | $51.91M | 0.1% | $53.21M | Healthcare |
| PG Procter & Gamble Company (The) | $49.75M | $961,079 | $50.72M | 0.1% | $49.99M | Consumer Defensive |
| MCD McDonald's Corporation | $38.96M | $255,984 | $39.21M | 0.1% | $39.58M | Consumer Cyclical |
| MRK Merck & Company, Inc. | $37.54M | $211,006 | $37.75M | 0.1% | $39.90M | Healthcare |
| ABT Abbott Laboratories | $35.29M | $1.04M | $36.33M | 0.1% | $44.55M | Healthcare |
| CVX Chevron Corporation | $28.80M | $409,427 | $29.21M | 0.1% | $35.25M | Energy |
| ABBV AbbVie Inc. | $23.88M | $3.12M | $27.00M | 0.1% | $26.77M | Healthcare |
| WFC Wells Fargo & Company | $24.94M | $615,762 | $25.55M | 0.1% | $27.46M | Financial Services |
| KO Coca-Cola Company (The) | $23.05M | $1.00M | $24.05M | 0.1% | $25.96M | Consumer Defensive |
| AXP American Express Company | $20.53M | $1.73M | $22.26M | 0.1% | $22.54M | Financial Services |
| MO Altria Group, Inc. | $9.92M | $10.69M | $20.61M | 0.1% | $18.82M | Consumer Defensive |
| UNP Union Pacific Corporation | $13.24M | $7.03M | $20.27M | 0.1% | $21.89M | Industrials |
| BF-B Brown Forman Inc | $247,477 | $17.04M | $17.28M | 0.1% | $18.43M | Consumer Defensive |
| PEP Pepsico, Inc. | $15.70M | $1.23M | $16.94M | 0.0% | $17.61M | Consumer Defensive |
| ORCL Oracle Corporation | $16.05M | $397,883 | $16.44M | 0.0% | $16.89M | Technology |
| MKL Markel Group Inc. | $2.98M | $8.33M | $11.31M | 0.1% | $10.70M | Financial Services |
| DIS Walt Disney Company (The) | $10.64M | $239,858 | $10.88M | 0.0% | $12.08M | Communication Services |
| CR Crane Company | $203,318 | $9.80M | $10.00M | 0.1% | $9.79M | Industrials |
| DOV Dover Corporation | $1.46M | $4.23M | $5.68M | 0.0% | $5.25M | Industrials |
| VMC Vulcan Materials Company (Holdi | $1.65M | $2.14M | $3.80M | 0.0% | $3.63M | Basic Materials |
| UNM Unum Group | $3.16M | $311,559 | $3.47M | 0.0% | $3.63M | Financial Services |
| MKC McCormick & Company, Incorporat | $540,969 | $1.92M | $2.46M | 0.0% | $2.66M | Consumer Defensive |
| JBT John Bean Technologies Corporat | $270,301 | $1.05M | $1.32M | 0.0% | — | Industrials |
| LAMR Lamar Advertising Company | $304,161 | $837,301 | $1.14M | 0.0% | $1.14M | Real Estate |
| FBLA FB Bancorp | $304,875 | $753,000 | $1.06M | 0.0% | $1.10M | — |
| HRL Hormel Foods Corporation | $592,489 | $459,170 | $1.05M | 0.0% | $1.04M | Consumer Defensive |
| OUT Outfront Media | $354,464 | $445,143 | $799,607 | 0.0% | $738,098 | — |
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 June 30, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $1.35B, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $2.88B | AXP, BRK-A, BRK-B, JPM, MA, MKL, UNM, V, WFC |
| Communication Services | $2.24B | CMCSA, DASH, DIS, GOOG, GOOGL, NFLX |
| Technology | $1.30B | AAPL, MSFT, ORCL, UBER |
| Consumer Defensive | $1.16B | BF-B, COST, HRL, KO, MKC, MO, PEP, PG, PM, WMT |
| Basic Materials | $417.67M | MLM, VMC |
| Consumer Cyclical | $300.02M | AMZN, MCD |
| Industrials | $238.05M | CAT, CR, DOV, JBT, UNP |
| Healthcare | $152.99M | ABBV, ABT, JNJ, MRK |
| Energy | $29.21M | CVX |
| Other | $1.86M | FBLA, OUT |
| Real Estate | $1.14M | 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 ($1.35B combined).
- Highest average portfolio weight in overlap: GOOG (7.1% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($111.34M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Gardner Russo & Quinn decreased between Q1 2001 and Q2 2001, with 46 shared holdings in the latest period ($8.72B combined reported value) versus 47 in the prior period ($8.47B).
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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