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 & Dodge & Cox Stock Fund Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Dodge & Cox Stock Fund based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
194 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 216 for Dodge & Cox Stock Fund).
| Stock | Sequoia Financial Advisors value | Dodge & Cox Stock Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| JCI Johnson Controls International | $4.23M | $7.53B | $7.53B | 2.1% | $8.33B | Industrials |
| SCHW Charles Schwab Corporation (The | $32.24M | $7.05B | $7.08B | 2.1% | $7.22B | Financial Services |
| RTX RTX Corporation | $120.44M | $6.84B | $6.96B | 2.3% | $6.92B | Industrials |
| OXY Occidental Petroleum Corporatio | $2.54M | $4.82B | $4.82B | 1.4% | $3.55B | Energy |
| MSFT Microsoft Corporation | $308.27M | $4.43B | $4.74B | 2.1% | $4.92B | Technology |
| BKNG Booking Holdings Inc. Common St | $5.55M | $4.20B | $4.21B | 1.2% | $182.42M | Consumer Cyclical |
| GOOG Alphabet Inc. | $216.08M | $3.51B | $3.72B | 1.6% | $4.65B | Communication Services |
| CVS CVS Health Corporation | $3.89M | $3.72B | $3.72B | 1.1% | $5.43B | Healthcare |
| MET MetLife, Inc. | $1.69M | $3.61B | $3.62B | 1.0% | $4.46B | Financial Services |
| FDX FedEx Corporation | $5.51M | $3.56B | $3.56B | 1.0% | $3.14B | Industrials |
| REGN Regeneron Pharmaceuticals, Inc. | $2.46M | $3.44B | $3.45B | 1.0% | $2.79B | Healthcare |
| GILD Gilead Sciences, Inc. | $6.99M | $3.38B | $3.39B | 1.0% | $3.06B | Healthcare |
| AMZN Amazon.com, Inc. | $233.00M | $3.15B | $3.38B | 1.5% | $3.92B | Consumer Cyclical |
| CMCSA Comcast Corporation | $17.16M | $3.25B | $3.26B | 1.0% | $2.70B | Communication Services |
| GSK GSK plc | $1.97M | $3.24B | $3.24B | 0.9% | $3.01B | Healthcare |
| GOOGL Alphabet Inc. | $136.18M | $3.06B | $3.19B | 1.2% | $4.01B | Communication Services |
| CHTR Charter Communications, Inc. | $924,422 | $3.16B | $3.16B | 0.9% | $2.05B | Communication Services |
| CI The Cigna Group | $2.81M | $3.08B | $3.09B | 0.9% | $3.20B | Healthcare |
| TEL TE Connectivity | $2.37M | $3.07B | $3.07B | 0.9% | $2.96B | — |
| META Meta Platforms, Inc. | $150.96M | $2.87B | $3.02B | 1.2% | $3.24B | Communication Services |
| FI Fiserv, Inc. | $1.43M | $2.80B | $2.81B | 0.8% | — | Technology |
| BK The Bank of New York Mellon Cor | $7.72M | $2.78B | $2.78B | 0.8% | $3.22B | Financial Services |
| APD Air Products and Chemicals, Inc | $2.50M | $2.68B | $2.68B | 0.8% | $2.83B | Basic Materials |
| IFF International Flavors & Fragran | $446,884 | $2.65B | $2.65B | 0.7% | $2.96B | Basic Materials |
| AON Aon Plc | $5.13M | $2.62B | $2.62B | 0.7% | $2.79B | Financial Services |
| UNH UnitedHealth Group Incorporated | $14.64M | $2.56B | $2.58B | 0.8% | $4.06B | Healthcare |
| WFC Wells Fargo & Company | $23.80M | $2.48B | $2.51B | 0.8% | $2.70B | Financial Services |
| BN Brookfield Corporation | $49.07M | $2.40B | $2.44B | 0.8% | $2.58B | Financial Services |
| FTV Fortive Corporation | $1.36M | $2.39B | $2.39B | 0.7% | $2.67B | Technology |
| FIS Fidelity National Information S | $1.21M | $2.30B | $2.30B | 0.6% | $2.00B | Technology |
| GEHC GE HealthCare Technologies Inc. | $1.52M | $2.23B | $2.23B | 0.6% | $2.03B | Healthcare |
| BKR Baker Hughes Company | $1.70M | $2.19B | $2.19B | 0.6% | $1.93B | Energy |
| ZBH Zimmer Biomet Holdings, Inc. | $5.84M | $2.13B | $2.13B | 0.6% | $1.99B | Healthcare |
| WTW Willis Towers Watson | $1.07M | $2.13B | $2.13B | 0.6% | $2.02B | — |
| SBAC SBA Communications Corporation | $364,487 | $2.08B | $2.08B | 0.6% | $2.18B | Real Estate |
| BUD Anheuser-Busch Inbev SA Sponsor | $2.37M | $2.06B | $2.06B | 0.6% | $2.38B | Consumer Defensive |
| HUM Humana Inc. | $641,128 | $1.97B | $1.97B | 0.6% | $4.66B | Healthcare |
| NSC Norfolk Southern Corporation | $4.46M | $1.80B | $1.80B | 0.5% | $2.00B | Industrials |
| SUI Sun Communities, Inc. | $495,458 | $1.80B | $1.80B | 0.5% | $1.72B | Real Estate |
| SU Suncor Energy Inc. | $3.24M | $1.74B | $1.74B | 0.5% | $1.41B | Energy |
| ELAN Elanco Animal Health Incorporat | $603,460 | $1.65B | $1.65B | 0.5% | $1.66B | Healthcare |
| AJG Arthur J. Gallagher & Co. | $30.29M | $1.59B | $1.62B | 0.5% | $1.80B | Financial Services |
| COF Capital One Financial Corporati | $4.17M | $1.60B | $1.60B | 0.5% | $1.80B | Financial Services |
| CARR Carrier Global Corporation | $1.75M | $1.50B | $1.50B | 0.4% | $1.92B | Industrials |
| HLN Haleon plc | $1.02M | $1.47B | $1.47B | 0.4% | $1.38B | Healthcare |
| SNY Sanofi | $1.77M | $1.42B | $1.42B | 0.4% | $1.23B | Healthcare |
| CPNG Coupang, Inc. | $1.43M | $1.36B | $1.36B | 0.4% | $1.31B | Consumer Cyclical |
| LYB LyondellBasell | $775,247 | $1.36B | $1.36B | 0.4% | $885.91M | — |
| UBS UBS Group | $2.22M | $1.31B | $1.31B | 0.4% | $1.68B | — |
| TMUS T-Mobile US, Inc. | $3.89M | $1.29B | $1.30B | 0.4% | $1.07B | Communication Services |
| GS Goldman Sachs Group, Inc. (The) | $124.41M | $1.17B | $1.29B | 0.7% | $1.56B | Financial Services |
| COP ConocoPhillips | $8.28M | $1.27B | $1.28B | 0.4% | $1.00B | Energy |
| LPLA LPL Financial Holdings Inc. | $929,884 | $1.25B | $1.25B | 0.4% | $1.22B | Financial Services |
| BABA Alibaba Group Holding Limited | $2.80M | $1.24B | $1.25B | 0.4% | $974.03M | Consumer Cyclical |
| D Dominion Energy, Inc. | $2.47M | $1.20B | $1.21B | 0.3% | $1.32B | Utilities |
| ROP Roper Technologies, Inc. | $4.00M | $1.18B | $1.19B | 0.3% | $1.19B | Technology |
| AEP American Electric Power Company | $16.69M | $1.15B | $1.16B | 0.4% | $1.20B | Utilities |
| BAP Credicorp | $496,611 | $1.16B | $1.16B | 0.3% | $1.32B | — |
| INCY Incyte Corporation | $1.54M | $1.15B | $1.15B | 0.3% | $1.40B | Healthcare |
| ADM Archer-Daniels-Midland Company | $2.06M | $1.15B | $1.15B | 0.3% | $1.21B | Consumer Defensive |
| TRU TransUnion | $407,925 | $1.12B | $1.12B | 0.3% | $1.21B | Financial Services |
| NVS Novartis AG | $6.56M | $1.06B | $1.07B | 0.3% | $1.08B | Healthcare |
| CX Cemex, S.A.B. de C.V. Sponsored | $200,321 | $975.11M | $975.31M | 0.3% | $1.03B | Basic Materials |
| TDY Teledyne Technologies Incorpora | $1.31M | $970.60M | $971.91M | 0.3% | $1.06B | Technology |
| BAX Baxter International Inc. | $376,935 | $961.88M | $962.25M | 0.3% | $1.24B | Healthcare |
| AVTR Avantor, Inc. | $89,073 | $938.04M | $938.13M | 0.3% | $1.20B | Healthcare |
| CTSH Cognizant Technology Solutions | $3.59M | $875.64M | $879.23M | 0.3% | $588.59M | Technology |
| BMRN BioMarin Pharmaceutical Inc. | $423,167 | $822.59M | $823.02M | 0.2% | $842.39M | Healthcare |
| HPQ HP Inc. | $661,536 | $798.99M | $799.65M | 0.2% | $916.63M | Technology |
| TAP Molson Coors Beverage Company | $525,252 | $797.60M | $798.13M | 0.2% | $723.62M | Consumer Defensive |
| FCNCA First Citizens BancShares, Inc. | $635,340 | $740.84M | $741.47M | 0.2% | $834.70M | Financial Services |
| NBIX Neurocrine Biosciences, Inc. | $638,808 | $719.44M | $720.08M | 0.2% | $917.01M | Healthcare |
| NVO Novo Nordisk A/S | $1.32M | $710.52M | $711.83M | 0.2% | $944.65M | Healthcare |
| MDT Medtronic | $4.29M | $666.74M | $671.03M | 0.2% | $613.33M | — |
| LIN Linde | $8.71M | $657.67M | $666.38M | 0.2% | $717.18M | — |
| ALNY Alnylam Pharmaceuticals, Inc. | $1.51M | $638.33M | $639.84M | 0.2% | $583.37M | Healthcare |
| FOXA Fox Corporation | $2.04M | $636.38M | $638.42M | 0.2% | $591.74M | Communication Services |
| ADBE Adobe Inc. | $4.17M | $606.63M | $610.80M | 0.2% | $530.14M | Technology |
| GLPI Gaming and Leisure Properties, | $1.64M | $597.14M | $598.78M | 0.2% | $589.60M | Real Estate |
| TRP TC Energy Corporation | $1.24M | $556.66M | $557.91M | 0.2% | $584.82M | Energy |
| AAPL Apple Inc. | $492.48M | $8.02M | $500.50M | 1.4% | $580.55M | Technology |
| NVDA NVIDIA Corporation | $467.38M | $592,960 | $467.97M | 1.3% | $530.17M | Technology |
| PDD PDD Holdings Inc. | $971,937 | $463.65M | $464.62M | 0.1% | $375.23M | Consumer Cyclical |
| STT State Street Corporation | $2.46M | $442.94M | $445.40M | 0.1% | $597.12M | Financial Services |
| YUMC Yum China Holdings, Inc. | $1.32M | $407.40M | $408.72M | 0.1% | $343.19M | Consumer Cyclical |
| MCHP Microchip Technology Incorporat | $1.71M | $396.04M | $397.75M | 0.1% | $546.00M | Technology |
| FOX Fox Corporation | $339,296 | $381.20M | $381.54M | 0.1% | $347.91M | Communication Services |
| AEG Aegon Ltd. New York Registry Sh | $883,600 | $367.04M | $367.92M | 0.1% | $433.81M | Financial Services |
| JD JD.com, Inc. | $1.18M | $360.60M | $361.77M | 0.1% | $321.89M | Consumer Cyclical |
| NWSA News Corporation | $1.09M | $305.55M | $306.64M | 0.1% | $317.09M | Communication Services |
| BMY Bristol-Myers Squibb Company | $10.21M | $280.37M | $290.58M | 0.1% | $270.41M | Healthcare |
| NTES NetEase, Inc. | $792,714 | $241.45M | $242.24M | 0.1% | $280.68M | Communication Services |
| GE GE Aerospace | $24.62M | $209.42M | $234.04M | 0.1% | $309.24M | Industrials |
| AVGO Broadcom Inc. | $198.14M | $5.97M | $204.11M | 0.6% | $243.56M | Technology |
| LLY Eli Lilly and Company | $131.81M | $38.64M | $170.45M | 0.4% | $220.85M | Healthcare |
| ITUB Itau Unibanco Banco Holding SA | $572,692 | $160.64M | $161.21M | 0.0% | $156.40M | Financial Services |
| CAT Caterpillar, Inc. | $126.64M | $28.33M | $154.98M | 0.4% | $216.87M | Industrials |
| JPM JP Morgan Chase & Co. | $110.21M | $34.84M | $145.06M | 0.3% | $164.74M | Financial Services |
| HDB HDFC Bank Limited | $1.72M | $141.52M | $143.24M | 0.0% | $147.10M | Financial Services |
| GEV GE Vernova Inc. | $25.45M | $112.76M | $138.21M | 0.1% | $179.61M | Utilities |
| BAC Bank of America Corporation | $48.10M | $88.70M | $136.80M | 0.2% | $163.77M | Financial Services |
| COHR Coherent Corp. | $1.05M | $133.14M | $134.19M | 0.0% | $207.68M | Technology |
| XOM Exxon Mobil Corporation | $118.92M | $12.53M | $131.45M | 0.3% | $105.59M | Energy |
| BRK-B Berkshire Hathaway Inc. New | $121.01M | $5.48M | $126.49M | 0.3% | — | Financial Services |
| WMT Walmart Inc. | $101.05M | $21.66M | $122.71M | 0.3% | $107.45M | Consumer Defensive |
| AXP American Express Company | $18.28M | $83.94M | $102.21M | 0.1% | $117.60M | Financial Services |
| FMS Fresenius Medical Care AG | $457,407 | $86.34M | $86.79M | 0.0% | $87.95M | Healthcare |
| V Visa Inc. | $80.33M | $259,624 | $80.59M | 0.2% | $93.61M | Financial Services |
| HD Home Depot, Inc. (The) | $72.04M | $7.38M | $79.43M | 0.2% | $84.73M | Consumer Cyclical |
| CVX Chevron Corporation | $33.25M | $42.44M | $75.69M | 0.1% | $60.61M | Energy |
| UNP Union Pacific Corporation | $11.96M | $63.31M | $75.27M | 0.1% | $86.16M | Industrials |
| WMB Williams Companies, Inc. (The) | $4.31M | $70.33M | $74.64M | 0.0% | $74.63M | Energy |
| CDNS Cadence Design Systems, Inc. | $2.95M | $64.16M | $67.11M | 0.0% | $91.22M | Technology |
| LBTYK Liberty Global | $3.49M | $61.65M | $65.14M | 0.0% | $60.48M | — |
| FLUT Flutter Entertainment | $607,644 | $64.11M | $64.72M | 0.0% | $66.91M | — |
| AMGN Amgen Inc. | $58.23M | $4.70M | $62.94M | 0.2% | $64.63M | Healthcare |
| PG Procter & Gamble Company (The) | $48.53M | $13.11M | $61.64M | 0.1% | $62.92M | Consumer Defensive |
| IBM International Business Machines | $50.16M | $11.29M | $61.45M | 0.1% | $72.57M | Technology |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $36.43M | $58.79M | 0.1% | $77.28M | Technology |
| JNJ Johnson & Johnson | $47.53M | $5.12M | $52.65M | 0.1% | $54.71M | Healthcare |
| MRK Merck & Company, Inc. | $35.73M | $16.37M | $52.10M | 0.1% | $54.30M | Healthcare |
| PH Parker-Hannifin Corporation | $48.87M | $2.24M | $51.11M | 0.1% | $55.02M | Industrials |
| MCD McDonald's Corporation | $44.65M | $2.00M | $46.65M | 0.1% | $40.44M | Consumer Cyclical |
| BLK BlackRock | $45.59M | $683,776 | $46.27M | 0.1% | $47.17M | — |
| DD DuPont de Nemours, Inc. | $42.56M | $672,207 | $43.23M | 0.1% | $130.70M | Basic Materials |
| ABT Abbott Laboratories | $37.28M | $1.78M | $39.05M | 0.1% | $35.06M | Healthcare |
| DIS Walt Disney Company (The) | $11.37M | $25.72M | $37.09M | 0.0% | $36.83M | Communication Services |
| TRV The Travelers Companies, Inc. | $8.64M | $27.06M | $35.70M | 0.0% | $40.95M | Financial Services |
| HON Honeywell International Inc. | $28.27M | $1.81M | $30.09M | 0.1% | $29.52M | Industrials |
| LBTYA Liberty Global | $196,802 | $25.87M | $26.07M | 0.0% | $24.36M | — |
| CSCO Cisco Systems, Inc. | $15.53M | $8.16M | $23.68M | 0.0% | $35.71M | Technology |
| KO Coca-Cola Company (The) | $20.86M | $1.83M | $22.68M | 0.1% | $24.25M | Consumer Defensive |
| ABBV AbbVie Inc. | $19.68M | $2.26M | $21.94M | 0.1% | $25.32M | Healthcare |
| TMO Thermo Fisher Scientific Inc | $7.77M | $12.65M | $20.42M | 0.0% | $21.33M | Healthcare |
| BRK-A Berkshire Hathaway Inc. | $17.24M | $2.87M | $20.11M | 0.0% | — | Financial Services |
| PM Philip Morris International Inc | $17.31M | $2.73M | $20.04M | 0.0% | $21.54M | Consumer Defensive |
| PEP Pepsico, Inc. | $18.69M | $477,517 | $19.17M | 0.1% | $17.42M | Consumer Defensive |
| VZ Verizon Communications Inc. | $16.92M | $276,100 | $17.20M | 0.0% | $14.38M | Communication Services |
| TGT Target Corporation | $5.14M | $11.72M | $16.86M | 0.0% | $18.12M | Consumer Defensive |
| DE Deere & Company | $9.08M | $7.11M | $16.19M | 0.0% | $18.04M | Industrials |
| NEE NextEra Energy, Inc. | $13.46M | $2.19M | $15.65M | 0.0% | $14.55M | Utilities |
| LMT Lockheed Martin Corporation | $12.78M | $468,402 | $13.25M | 0.0% | $11.44M | Industrials |
| GLW Corning Incorporated | $8.25M | $4.94M | $13.19M | 0.0% | $21.40M | Technology |
| ADI Analog Devices, Inc. | $6.49M | $6.37M | $12.86M | 0.0% | $15.73M | Technology |
| MMM 3M Company | $11.65M | $1.11M | $12.77M | 0.0% | $14.06M | Industrials |
| PFE Pfizer, Inc. | $9.94M | $2.49M | $12.43M | 0.0% | $10.57M | Healthcare |
| DELL Dell Technologies Inc. | $7.87M | $3.10M | $10.98M | 0.0% | $28.44M | Technology |
| MO Altria Group, Inc. | $8.60M | $1.35M | $9.95M | 0.0% | $10.79M | Consumer Defensive |
| SLB Schlumberger N.V. | $4.30M | $5.64M | $9.94M | 0.0% | $8.72M | Energy |
| SHEL Shell PLC | $4.49M | $5.11M | $9.60M | 0.0% | $7.91M | Energy |
| CB Chubb Limited | $8.89M | $235,321 | $9.13M | 0.0% | $9.85M | Financial Services |
| SNPS Synopsys, Inc. | $4.95M | $4.04M | $9.00M | 0.0% | $10.31M | Technology |
| BSX Boston Scientific Corporation | $3.03M | $5.58M | $8.60M | 0.0% | $5.90M | Healthcare |
| MSI Motorola Solutions, Inc. | $3.70M | $4.88M | $8.59M | 0.0% | $8.29M | Technology |
| VMC Vulcan Materials Company (Holdi | $1.05M | $6.54M | $7.59M | 0.0% | $8.22M | Basic Materials |
| DHR Danaher Corporation | $4.28M | $3.12M | $7.40M | 0.0% | $7.56M | Healthcare |
| PNC PNC Financial Services Group, I | $4.36M | $2.91M | $7.28M | 0.0% | $8.80M | Financial Services |
| PSX Phillips 66 | $6.77M | $473,668 | $7.25M | 0.0% | $6.94M | Energy |
| CL Colgate-Palmolive Company | $5.52M | $1.19M | $6.71M | 0.0% | $7.31M | Consumer Defensive |
| MELI MercadoLibre, Inc. | $2.52M | $3.44M | $5.95M | 0.0% | $6.00M | Consumer Cyclical |
| SPGI S&P Global Inc. | $3.44M | $2.30M | $5.74M | 0.0% | $5.60M | Financial Services |
| ISRG Intuitive Surgical, Inc. | $5.24M | $230,495 | $5.47M | 0.0% | $4.77M | Healthcare |
| CTVA Corteva, Inc. | $2.92M | $1.70M | $4.62M | 0.0% | $4.61M | Basic Materials |
| AMP Ameriprise Financial, Inc. | $3.87M | $666,600 | $4.54M | 0.0% | $4.90M | Financial Services |
| ALL Allstate Corporation (The) | $3.68M | $538,047 | $4.22M | 0.0% | $4.95M | Financial Services |
| TFC Truist Financial Corporation | $3.21M | $880,371 | $4.09M | 0.0% | $4.53M | Financial Services |
| EBAY eBay Inc. | $2.94M | $1.07M | $4.01M | 0.0% | $4.91M | Consumer Cyclical |
| BIDU Baidu, Inc. | $825,066 | $3.06M | $3.89M | 0.0% | $4.12M | Communication Services |
| HPE Hewlett Packard Enterprise Comp | $1.88M | $1.83M | $3.71M | 0.0% | $6.84M | Technology |
| APA APA Corporation | $2.70M | $912,460 | $3.62M | 0.0% | $2.71M | Energy |
| TCOM Trip.com Group Limited | $1.02M | $2.45M | $3.47M | 0.0% | $2.86M | Consumer Cyclical |
| VIPS Vipshop Holdings Limited | $460,235 | $3.00M | $3.46M | 0.0% | $2.98M | Consumer Cyclical |
| MDLZ Mondelez International, Inc. | $2.47M | $682,458 | $3.15M | 0.0% | $3.24M | Consumer Defensive |
| NUE Nucor Corporation | $2.01M | $1.05M | $3.06M | 0.0% | $3.96M | Basic Materials |
| CTAS Cintas Corporation | $2.65M | $304,452 | $2.96M | 0.0% | $3.04M | Industrials |
| MCO Moody's Corporation | $2.37M | $529,171 | $2.90M | 0.0% | $3.12M | Financial Services |
| RIO Rio Tinto Plc | $2.32M | $279,870 | $2.60M | 0.0% | $2.60M | Basic Materials |
| ELV Elevance Health, Inc. | $1.94M | $380,575 | $2.32M | 0.0% | $3.30M | Healthcare |
| HAL Halliburton Company | $1.96M | $214,445 | $2.18M | 0.0% | $1.84M | Energy |
| LVS Las Vegas Sands Corp. | $399,840 | $1.52M | $1.92M | 0.0% | $1.65M | Consumer Cyclical |
| DOW Dow Inc. | $1.42M | $404,546 | $1.82M | 0.0% | $1.18M | Basic Materials |
| PPG PPG Industries, Inc. | $1.41M | $235,136 | $1.65M | 0.0% | $1.89M | Basic Materials |
| MGM MGM Resorts International | $1.29M | $240,565 | $1.53M | 0.0% | $1.97M | Consumer Cyclical |
| GIS General Mills, Inc. | $973,595 | $416,864 | $1.39M | 0.0% | $1.41M | Consumer Defensive |
| ABEV Ambev S.A. | $359,029 | $894,396 | $1.25M | 0.0% | $1.33M | Consumer Defensive |
| PSMT PriceSmart, Inc. | $297,840 | $926,478 | $1.22M | 0.0% | $1.59M | Consumer Defensive |
| PBR Petroleo Brasileiro S.A.- Petro | $529,311 | $647,400 | $1.18M | 0.0% | $906,777 | Energy |
| OTIS Otis Worldwide Corporation | $710,818 | $463,251 | $1.17M | 0.0% | $1.08M | Industrials |
| DEO Diageo plc | $346,790 | $824,683 | $1.17M | 0.0% | $1.24M | Consumer Defensive |
| LYV Live Nation Entertainment, Inc. | $853,438 | $228,765 | $1.08M | 0.0% | $1.31M | Communication Services |
| GPC Genuine Parts Company | $580,591 | $491,738 | $1.07M | 0.0% | $1.19M | Consumer Cyclical |
| N4732M103 JBS | $208,175 | $803,710 | $1.01M | 0.0% | — | — |
| ASR Grupo Aeroportuario del Sureste | $267,560 | $420,163 | $687,723 | 0.0% | $632,214 | Industrials |
| CIG Comp En De Mn Cemig | $146,459 | $35,850 | $182,309 | 0.0% | $157,900 | Utilities |
Largest Shared Position
Johnson Controls International (JCI) represents the largest overlapping position between Sequoia Financial Advisors and Dodge & Cox Stock Fund based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of JCI positions reported by both investment firms is approximately $7.53B, reflecting overlapping institutional exposure to Johnson Controls International.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Healthcare | $38.19B | ABBV, ABT, ALNY, AMGN, AVTR, BAX, BMRN, BMY, BSX, CI, CVS, DHR, ELAN, ELV, FMS, GEHC, GILD, GSK, HLN, HUM, INCY, ISRG, JNJ, LLY, MRK, NBIX, NVO, NVS, PFE, REGN, SNY, TMO, UNH, ZBH |
| Financial Services | $30.49B | AEG, AJG, ALL, AMP, AON, AXP, BAC, BK, BN, BRK-A, BRK-B, CB, COF, FCNCA, GS, HDB, ITUB, JPM, LPLA, MCO, MET, PNC, SCHW, SPGI, STT, TFC, TRU, TRV, V, WFC |
| Industrials | $21.95B | ASR, CARR, CAT, CTAS, DE, FDX, GE, HON, JCI, LMT, MMM, NSC, OTIS, PH, RTX, UNP |
| Communication Services | $19.28B | BIDU, CHTR, CMCSA, DIS, FOX, FOXA, GOOG, GOOGL, LYV, META, NTES, NWSA, TMUS, VZ |
| Technology | $18.65B | AAPL, ADBE, ADI, AVGO, CDNS, COHR, CSCO, CTSH, DELL, FI, FIS, FTV, GLW, HPE, HPQ, IBM, MCHP, MSFT, MSI, NVDA, ROP, SNPS, TDY, TSM |
| Consumer Cyclical | $11.58B | AMZN, BABA, BKNG, CPNG, EBAY, GPC, HD, JD, LVS, MCD, MELI, MGM, PDD, TCOM, VIPS, YUMC |
| Energy | $10.90B | APA, BKR, COP, CVX, HAL, OXY, PBR, PSX, SHEL, SLB, SU, TRP, WMB, XOM |
| Other | $10.57B | BAP, BLK, FLUT, LBTYA, LBTYK, LIN, LYB, MDT, N4732M103, TEL, UBS, WTW |
| Basic Materials | $6.37B | APD, CTVA, CX, DD, DOW, IFF, NUE, PPG, RIO, VMC |
| Real Estate | $4.48B | GLPI, SBAC, SUI |
| Consumer Defensive | $4.30B | ABEV, ADM, BUD, CL, DEO, GIS, KO, MDLZ, MO, PEP, PG, PM, PSMT, TAP, TGT, WMT |
| Utilities | $2.52B | AEP, CIG, D, GEV, NEE |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Dodge & Cox Stock Fund 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: JCI ($7.53B combined).
- Highest average portfolio weight in overlap: RTX (2.3% conviction score).
- Largest estimated mark-to-market gain since filing: HUM ($2.69B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Dodge & Cox Stock Fund decreased between Q4 2001 and Q1 2001, with 194 shared holdings in the latest period ($179.29B combined reported value) versus 198 in the prior period ($187.78B).
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 |
Related Overlap Pages
- Sequoia Financial Advisors portfolio
- Dodge & Cox Stock Fund portfolio
- Situational Awareness Partners & Aquamarine Zurich AG Shared Holdings
- Situational Awareness Partners & TCI Fund Management Shared Holdings
- Situational Awareness Partners & Polen Capital Management Shared Holdings
- Situational Awareness Partners & Dodge & Cox Stock Fund Shared Holdings
- Situational Awareness Partners & Trian Fund Management Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings