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 June 30, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
193 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 212 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 | $5.55M | $8.15B | $8.15B | 2.2% | $8.58B | Industrials |
| SCHW Charles Schwab Corporation (The | $30.23M | $7.10B | $7.13B | 2.0% | $8.59B | Financial Services |
| RTX RTX Corporation | $114.20M | $6.66B | $6.78B | 2.1% | $7.96B | Industrials |
| CVS CVS Health Corporation | $5.77M | $5.17B | $5.18B | 1.4% | $4.86B | Healthcare |
| MSFT Microsoft Corporation | $338.04M | $4.79B | $5.13B | 2.1% | $6.81B | Technology |
| BKNG Booking Holdings Inc. Common St | $5.84M | $4.55B | $4.56B | 1.2% | $5.42B | Consumer Cyclical |
| GOOG Alphabet Inc. | $269.00M | $4.23B | $4.50B | 1.8% | $4.37B | Communication Services |
| HUM Humana Inc. | $2.29M | $4.35B | $4.35B | 1.2% | $4.26B | Healthcare |
| AMZN Amazon.com, Inc. | $260.58M | $3.98B | $4.24B | 1.7% | $4.68B | Consumer Cyclical |
| MET MetLife, Inc. | $2.25M | $4.10B | $4.10B | 1.1% | $4.73B | Financial Services |
| GOOGL Alphabet Inc. | $168.86M | $3.81B | $3.98B | 1.5% | $3.85B | Communication Services |
| META Meta Platforms, Inc. | $154.91M | $3.66B | $3.81B | 1.4% | $3.99B | Communication Services |
| UNH UnitedHealth Group Incorporated | $23.63M | $3.77B | $3.79B | 1.1% | $3.67B | Healthcare |
| OXY Occidental Petroleum Corporatio | $2.25M | $3.53B | $3.54B | 1.0% | $4.25B | Energy |
| TEL TE Connectivity | $2.37M | $3.42B | $3.42B | 0.9% | $3.67B | — |
| CI The Cigna Group | $3.33M | $3.36B | $3.36B | 0.9% | $3.44B | Healthcare |
| REGN Regeneron Pharmaceuticals, Inc. | $1.68M | $3.04B | $3.04B | 0.8% | $3.92B | Healthcare |
| GILD Gilead Sciences, Inc. | $7.41M | $2.99B | $3.00B | 0.8% | $3.28B | Healthcare |
| IFF International Flavors & Fragran | $587,489 | $2.93B | $2.93B | 0.8% | $3.12B | Basic Materials |
| CMCSA Comcast Corporation | $13.19M | $2.85B | $2.86B | 0.8% | $3.05B | Communication Services |
| AON Aon Plc | $5.85M | $2.85B | $2.86B | 0.8% | $3.06B | Financial Services |
| APD Air Products and Chemicals, Inc | $2.50M | $2.75B | $2.76B | 0.7% | $2.90B | Basic Materials |
| FTV Fortive Corporation | $1.54M | $2.69B | $2.69B | 0.7% | $2.71B | Technology |
| BN Brookfield Corporation | $50.50M | $2.61B | $2.66B | 0.8% | $2.74B | Financial Services |
| WFC Wells Fargo & Company | $24.94M | $2.59B | $2.61B | 0.8% | $2.81B | Financial Services |
| GSK GSK plc | $1.90M | $2.53B | $2.53B | 0.7% | $2.39B | Healthcare |
| FI Fiserv, Inc. | $930,644 | $2.46B | $2.46B | 0.7% | — | Technology |
| BUD Anheuser-Busch Inbev SA Sponsor | $3.04M | $2.43B | $2.43B | 0.7% | $2.35B | Consumer Defensive |
| GEHC GE HealthCare Technologies Inc. | $1.08M | $2.42B | $2.42B | 0.7% | $2.79B | Healthcare |
| BK The Bank of New York Mellon Cor | $9.18M | $2.40B | $2.41B | 0.7% | $2.29B | Financial Services |
| ROP Roper Technologies, Inc. | $3.48M | $2.39B | $2.39B | 0.7% | $2.82B | Technology |
| FDX FedEx Corporation | $4.34M | $2.26B | $2.27B | 0.6% | $2.43B | Industrials |
| AJG Arthur J. Gallagher & Co. | $34.39M | $2.15B | $2.18B | 0.7% | $2.39B | Financial Services |
| SBAC SBA Communications Corporation | $434,225 | $2.17B | $2.17B | 0.6% | $2.28B | Real Estate |
| CHTR Charter Communications, Inc. | $674,803 | $2.14B | $2.14B | 0.6% | $2.32B | Communication Services |
| WTW Willis Towers Watson | $687,462 | $2.10B | $2.10B | 0.6% | $2.66B | — |
| ZBH Zimmer Biomet Holdings, Inc. | $5.29M | $2.08B | $2.08B | 0.6% | $2.43B | Healthcare |
| CARR Carrier Global Corporation | $2.77M | $2.02B | $2.02B | 0.5% | $1.73B | Industrials |
| V Visa Inc. | $95.19M | $1.86B | $1.95B | 0.7% | $2.07B | Financial Services |
| BKR Baker Hughes Company | $1.50M | $1.93B | $1.94B | 0.5% | $2.26B | Energy |
| FIS Fidelity National Information S | $1.14M | $1.91B | $1.91B | 0.5% | $2.11B | Technology |
| COF Capital One Financial Corporati | $5.17M | $1.83B | $1.83B | 0.5% | $2.08B | Financial Services |
| TRU TransUnion | $279,646 | $1.75B | $1.75B | 0.5% | $1.95B | Financial Services |
| UBS UBS Group | $2.50M | $1.67B | $1.67B | 0.5% | $1.81B | — |
| ELAN Elanco Animal Health Incorporat | $529,895 | $1.66B | $1.66B | 0.4% | $1.60B | Healthcare |
| TMO Thermo Fisher Scientific Inc | $7.43M | $1.53B | $1.54B | 0.4% | $1.81B | Healthcare |
| HLN Haleon plc | $520,842 | $1.40B | $1.40B | 0.4% | $1.45B | Healthcare |
| SU Suncor Energy Inc. | $2.68M | $1.36B | $1.36B | 0.4% | $1.67B | Energy |
| INCY Incyte Corporation | $2.18M | $1.36B | $1.36B | 0.4% | $1.44B | Healthcare |
| LPLA LPL Financial Holdings Inc. | $841,123 | $1.29B | $1.29B | 0.3% | $1.70B | Financial Services |
| CPNG Coupang, Inc. | $1.56M | $1.25B | $1.26B | 0.3% | $1.17B | Consumer Cyclical |
| D Dominion Energy, Inc. | $3.04M | $1.25B | $1.25B | 0.3% | $1.26B | Utilities |
| BAX Baxter International Inc. | $475,911 | $1.24B | $1.25B | 0.3% | $1.56B | Healthcare |
| AEP American Electric Power Company | $18.12M | $1.19B | $1.20B | 0.4% | $1.11B | Utilities |
| SNY Sanofi | $1.49M | $1.20B | $1.20B | 0.3% | $1.23B | Healthcare |
| AVTR Avantor, Inc. | $225,120 | $1.19B | $1.19B | 0.3% | $1.64B | Healthcare |
| SUI Sun Communities, Inc. | $424,519 | $1.14B | $1.14B | 0.3% | $1.17B | Real Estate |
| ADM Archer-Daniels-Midland Company | $2.23M | $1.08B | $1.09B | 0.3% | $1.14B | Consumer Defensive |
| TDY Teledyne Technologies Incorpora | $1.45M | $1.08B | $1.08B | 0.3% | $1.10B | Technology |
| TMUS T-Mobile US, Inc. | $3.77M | $1.06B | $1.07B | 0.3% | $1.16B | Communication Services |
| RAL Ralliant | $273,339 | $1.03B | $1.03B | 0.3% | $1.01B | — |
| BAP Credicorp | $565,576 | $1.02B | $1.02B | 0.3% | $1.01B | — |
| NVO Novo Nordisk A/S | $2.21M | $977.84M | $980.05M | 0.3% | $938.14M | Healthcare |
| COP ConocoPhillips | $6.56M | $963.32M | $969.88M | 0.3% | $1.18B | Energy |
| CX Cemex, S.A.B. de C.V. Sponsored | $214,185 | $962.25M | $962.47M | 0.3% | $887.07M | Basic Materials |
| BABA Alibaba Group Holding Limited | $2.10M | $955.77M | $957.87M | 0.3% | $1.24B | Consumer Cyclical |
| NBIX Neurocrine Biosciences, Inc. | $1.07M | $941.22M | $942.29M | 0.3% | $853.87M | Healthcare |
| HPQ HP Inc. | $776,501 | $935.25M | $936.03M | 0.3% | $1.28B | Technology |
| BMRN BioMarin Pharmaceutical Inc. | $732,188 | $849.43M | $850.16M | 0.2% | $1.00B | Healthcare |
| FCNCA First Citizens BancShares, Inc. | $632,792 | $841.09M | $841.72M | 0.2% | $926.89M | Financial Services |
| NSC Norfolk Southern Corporation | $4.56M | $789.03M | $793.59M | 0.2% | $843.59M | Industrials |
| TAP Molson Coors Beverage Company | $1.12M | $742.79M | $743.91M | 0.2% | $816.66M | Consumer Defensive |
| KKR KKR & Co. Inc. | $2.00M | $739.79M | $741.79M | 0.2% | $921.46M | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $688.07M | $719.39M | 0.3% | $642.24M | Technology |
| LIN Linde | $10.94M | $688.42M | $699.36M | 0.2% | $650.57M | — |
| ADBE Adobe Inc. | $3.43M | $638.62M | $642.06M | 0.2% | $826.83M | Technology |
| MDT Medtronic | $3.43M | $616.13M | $619.56M | 0.2% | $722.83M | — |
| GLPI Gaming and Leisure Properties, | $1.54M | $613.32M | $614.86M | 0.2% | $601.60M | Real Estate |
| ALNY Alnylam Pharmaceuticals, Inc. | $1.31M | $588.63M | $589.94M | 0.2% | $448.09M | Healthcare |
| FOXA Fox Corporation | $1.84M | $585.40M | $587.24M | 0.2% | $777.28M | Communication Services |
| AAPL Apple Inc. | $572.48M | $9.08M | $581.56M | 1.4% | $614.87M | Technology |
| NVDA NVIDIA Corporation | $567.52M | $680,306 | $568.20M | 1.4% | $639.39M | Technology |
| CTSH Cognizant Technology Solutions | $3.83M | $563.23M | $567.06M | 0.2% | $860.77M | Technology |
| MCHP Microchip Technology Incorporat | $2.56M | $504.64M | $507.20M | 0.1% | $440.30M | Technology |
| AEG Aegon Ltd. New York Registry Sh | $613,681 | $376.72M | $377.33M | 0.1% | $422.49M | Financial Services |
| VFC V.F. Corporation | $171,012 | $373.73M | $373.91M | 0.1% | $333.33M | Consumer Cyclical |
| PDD PDD Holdings Inc. | $296,348 | $347.07M | $347.37M | 0.1% | $386.12M | Consumer Cyclical |
| YUMC Yum China Holdings, Inc. | $1.08M | $341.90M | $342.98M | 0.1% | $399.37M | Consumer Cyclical |
| FOX Fox Corporation | $311,193 | $340.34M | $340.65M | 0.1% | $446.62M | Communication Services |
| TRP TC Energy Corporation | $1.35M | $333.76M | $335.11M | 0.1% | $323.63M | Energy |
| NWSA News Corporation | $1.29M | $311.32M | $312.61M | 0.1% | $367.13M | Communication Services |
| JD JD.com, Inc. | $728,179 | $310.72M | $311.45M | 0.1% | $355.21M | Consumer Cyclical |
| GS Goldman Sachs Group, Inc. (The) | $155.27M | $135.66M | $290.92M | 0.4% | $298.99M | Financial Services |
| NTES NetEase, Inc. | $1.26M | $277.10M | $278.36M | 0.1% | $271.80M | Communication Services |
| AVGO Broadcom Inc. | $251.54M | $7.29M | $258.82M | 0.6% | $269.27M | Technology |
| GE GE Aerospace | $33.00M | $223.51M | $256.51M | 0.1% | $252.84M | Industrials |
| CAT Caterpillar, Inc. | $200.49M | $41.96M | $242.45M | 0.5% | $195.02M | Industrials |
| LLY Eli Lilly and Company | $185.36M | $49.49M | $234.85M | 0.5% | $231.08M | Healthcare |
| COHR Coherent Corp. | $2.38M | $214.65M | $217.04M | 0.1% | $179.27M | Technology |
| GEV GE Vernova Inc. | $34.01M | $144.36M | $178.37M | 0.1% | $161.42M | Utilities |
| HDB HDFC Bank Limited | $1.70M | $172.51M | $174.21M | 0.1% | $157.62M | Financial Services |
| JPM JP Morgan Chase & Co. | $127.95M | $38.34M | $166.29M | 0.3% | $184.33M | Financial Services |
| BAC Bank of America Corporation | $60.68M | $99.26M | $159.94M | 0.2% | $181.02M | Financial Services |
| ITUB Itau Unibanco Banco Holding SA | $552,621 | $148.57M | $149.13M | 0.0% | $135.07M | Financial Services |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $5.72M | $129.44M | 0.3% | $130.38M | Financial Services |
| NVS Novartis AG | $6.11M | $119.01M | $125.12M | 0.0% | $120.45M | Healthcare |
| WMT Walmart Inc. | $95.99M | $19.53M | $115.52M | 0.2% | $117.57M | Consumer Defensive |
| AXP American Express Company | $20.53M | $91.76M | $112.29M | 0.1% | $113.69M | Financial Services |
| XOM Exxon Mobil Corporation | $100.00M | $10.10M | $110.10M | 0.3% | $128.93M | Energy |
| CDNS Cadence Design Systems, Inc. | $6.30M | $85.58M | $91.87M | 0.0% | $79.51M | Technology |
| HD Home Depot, Inc. (The) | $81.01M | $7.89M | $88.91M | 0.2% | $85.42M | Consumer Cyclical |
| FMS Fresenius Medical Care AG | $893,708 | $86.53M | $87.42M | 0.0% | $91.91M | Healthcare |
| UNP Union Pacific Corporation | $13.24M | $70.97M | $84.21M | 0.1% | $90.92M | Industrials |
| IBM International Business Machines | $62.18M | $12.93M | $75.11M | 0.2% | $62.59M | Technology |
| WMB Williams Companies, Inc. (The) | $4.20M | $70.21M | $74.42M | 0.0% | $75.28M | Energy |
| AMGN Amgen Inc. | $62.66M | $4.64M | $67.30M | 0.2% | $77.16M | Healthcare |
| FLUT Flutter Entertainment | $342,802 | $64.25M | $64.60M | 0.0% | $64.11M | — |
| PG Procter & Gamble Company (The) | $49.75M | $13.30M | $63.06M | 0.1% | $62.16M | Consumer Defensive |
| CVX Chevron Corporation | $28.80M | $33.57M | $62.37M | 0.1% | $75.25M | Energy |
| PH Parker-Hannifin Corporation | $58.75M | $2.45M | $61.19M | 0.1% | $66.06M | Industrials |
| JNJ Johnson & Johnson | $51.62M | $5.32M | $56.94M | 0.1% | $58.37M | Healthcare |
| MRK Merck & Company, Inc. | $37.54M | $17.44M | $54.98M | 0.1% | $58.12M | Healthcare |
| DHR Danaher Corporation | $4.47M | $48.96M | $53.43M | 0.0% | $56.79M | Healthcare |
| BLK BlackRock | $47.89M | $683,669 | $48.57M | 0.1% | $59.29M | — |
| VOO Vanguard S&P 500 ETF | $45.72M | $206,168 | $45.93M | 0.1% | $47.72M | — |
| TRV The Travelers Companies, Inc. | $11.03M | $29.75M | $40.78M | 0.0% | $45.75M | Financial Services |
| MCD McDonald's Corporation | $38.96M | $1.74M | $40.70M | 0.1% | $41.07M | Consumer Cyclical |
| ABT Abbott Laboratories | $35.29M | $1.57M | $36.86M | 0.1% | $45.19M | Healthcare |
| CSCO Cisco Systems, Inc. | $25.59M | $10.38M | $35.98M | 0.1% | $34.21M | Technology |
| DIS Walt Disney Company (The) | $10.64M | $25.12M | $35.77M | 0.0% | $39.71M | Communication Services |
| DELL Dell Technologies Inc. | $21.64M | $7.44M | $29.08M | 0.1% | $33.08M | Technology |
| LBTYA Liberty Global | $186,730 | $26.89M | $27.08M | 0.0% | $25.77M | — |
| ABBV AbbVie Inc. | $23.88M | $2.62M | $26.49M | 0.1% | $26.26M | Healthcare |
| KO Coca-Cola Company (The) | $23.05M | $1.95M | $25.00M | 0.1% | $26.98M | Consumer Defensive |
| GLW Corning Incorporated | $15.61M | $8.85M | $24.47M | 0.0% | $15.90M | Technology |
| PM Philip Morris International Inc | $18.63M | $2.99M | $21.62M | 0.0% | $22.75M | Consumer Defensive |
| BRK-A Berkshire Hathaway Inc. | $17.22M | $3.00M | $20.22M | 0.0% | $20.40M | Financial Services |
| DE Deere & Company | $11.66M | $8.01M | $19.67M | 0.0% | $18.88M | Industrials |
| TGT Target Corporation | $5.46M | $12.49M | $17.95M | 0.0% | $21.23M | Consumer Defensive |
| ADI Analog Devices, Inc. | $8.52M | $7.63M | $16.15M | 0.0% | $15.83M | Technology |
| PEP Pepsico, Inc. | $15.70M | $416,355 | $16.12M | 0.0% | $16.76M | Consumer Defensive |
| ACMR ACM Research, Inc. | $331,945 | $14.77M | $15.10M | 0.0% | $9.57M | Technology |
| NEE NextEra Energy, Inc. | $12.91M | $2.02M | $14.93M | 0.0% | $14.66M | Utilities |
| VZ Verizon Communications Inc. | $14.33M | $232,870 | $14.57M | 0.0% | $16.68M | Communication Services |
| MMM 3M Company | $12.76M | $1.22M | $13.98M | 0.0% | $15.78M | Industrials |
| BMY Bristol-Myers Squibb Company | $10.36M | $2.44M | $12.81M | 0.0% | $14.19M | Healthcare |
| LMT Lockheed Martin Corporation | $11.52M | $394,832 | $11.91M | 0.0% | $14.23M | Industrials |
| MO Altria Group, Inc. | $9.92M | $1.47M | $11.39M | 0.0% | $10.40M | Consumer Defensive |
| SNPS Synopsys, Inc. | $6.63M | $4.51M | $11.14M | 0.0% | $10.52M | Technology |
| PFE Pfizer, Inc. | $8.00M | $2.11M | $10.11M | 0.0% | $11.25M | Healthcare |
| PNC PNC Financial Services Group, I | $6.09M | $3.44M | $9.52M | 0.0% | $9.94M | Financial Services |
| CB Chubb Limited | $9.06M | $246,014 | $9.31M | 0.0% | $9.39M | Financial Services |
| STT State Street Corporation | $3.50M | $5.65M | $9.15M | 0.0% | $10.35M | Financial Services |
| SLB Schlumberger N.V. | $4.24M | $4.58M | $8.82M | 0.0% | $10.20M | Energy |
| VMC Vulcan Materials Company (Holdi | $1.65M | $7.08M | $8.73M | 0.0% | $8.35M | Basic Materials |
| MSI Motorola Solutions, Inc. | $3.11M | $4.51M | $7.62M | 0.0% | $8.56M | Technology |
| CL Colgate-Palmolive Company | $6.23M | $1.28M | $7.52M | 0.0% | $7.54M | Consumer Defensive |
| SHEL Shell PLC | $3.27M | $4.21M | $7.48M | 0.0% | $8.72M | Energy |
| ALL Allstate Corporation (The) | $6.63M | $617,454 | $7.25M | 0.0% | $7.96M | Financial Services |
| PSX Phillips 66 | $6.63M | $439,530 | $7.07M | 0.0% | $9.78M | Energy |
| ELV Elevance Health, Inc. | $6.35M | $502,749 | $6.86M | 0.0% | $7.10M | Healthcare |
| HPE Hewlett Packard Enterprise Comp | $3.49M | $2.86M | $6.35M | 0.0% | $8.26M | Technology |
| BSX Boston Scientific Corporation | $2.11M | $3.73M | $5.84M | 0.0% | $7.09M | Healthcare |
| MELI MercadoLibre, Inc. | $2.39M | $3.37M | $5.76M | 0.0% | $6.26M | Consumer Cyclical |
| SPGI S&P Global Inc. | $3.61M | $2.12M | $5.73M | 0.0% | $5.89M | Financial Services |
| CTVA Corteva, Inc. | $3.49M | $1.71M | $5.21M | 0.0% | $4.71M | Basic Materials |
| TFC Truist Financial Corporation | $3.68M | $954,103 | $4.63M | 0.0% | $4.94M | Financial Services |
| AMP Ameriprise Financial, Inc. | $3.66M | $688,140 | $4.35M | 0.0% | $5.40M | Financial Services |
| NUE Nucor Corporation | $2.60M | $1.38M | $3.98M | 0.0% | $4.81M | Basic Materials |
| BIDU Baidu, Inc. | $887,005 | $2.97M | $3.86M | 0.0% | $3.50M | Communication Services |
| VIPS Vipshop Holdings Limited | $866,433 | $2.53M | $3.40M | 0.0% | $3.63M | Consumer Cyclical |
| MDLZ Mondelez International, Inc. | $2.63M | $684,826 | $3.32M | 0.0% | $3.65M | Consumer Defensive |
| MCO Moody's Corporation | $2.74M | $549,392 | $3.29M | 0.0% | $3.52M | Financial Services |
| SE Sea Limited | $633,394 | $2.20M | $2.83M | 0.0% | $3.60M | Consumer Cyclical |
| APA APA Corporation | $2.11M | $635,115 | $2.75M | 0.0% | $3.41M | Energy |
| CTAS Cintas Corporation | $2.42M | $306,144 | $2.73M | 0.0% | $3.20M | Industrials |
| TCOM Trip.com Group Limited | $639,675 | $1.96M | $2.60M | 0.0% | $2.94M | Consumer Cyclical |
| RIO Rio Tinto Plc | $2.09M | $284,790 | $2.38M | 0.0% | $2.39M | Basic Materials |
| MGM MGM Resorts International | $1.72M | $286,860 | $2.01M | 0.0% | $1.85M | Consumer Cyclical |
| DOW Dow Inc. | $1.61M | $249,359 | $1.86M | 0.0% | $2.12M | Basic Materials |
| LVS Las Vegas Sands Corp. | $435,585 | $1.30M | $1.74M | 0.0% | $1.74M | Consumer Cyclical |
| PPG PPG Industries, Inc. | $1.42M | $266,838 | $1.69M | 0.0% | $1.59M | Basic Materials |
| AMG Affiliated Managers Group, Inc. | $1.47M | $203,040 | $1.67M | 0.0% | $1.85M | Financial Services |
| GIS General Mills, Inc. | $1.26M | $389,760 | $1.65M | 0.0% | $1.86M | Consumer Defensive |
| DEO Diageo plc | $442,722 | $890,369 | $1.33M | 0.0% | $1.58M | Consumer Defensive |
| LYV Live Nation Entertainment, Inc. | $1.04M | $274,665 | $1.32M | 0.0% | $1.35M | Communication Services |
| ABEV Ambev S.A. | $459,684 | $793,478 | $1.25M | 0.0% | $1.12M | Consumer Defensive |
| GPC Genuine Parts Company | $596,408 | $525,011 | $1.12M | 0.0% | $1.28M | Consumer Cyclical |
| OTIS Otis Worldwide Corporation | $743,685 | $373,036 | $1.12M | 0.0% | $1.13M | Industrials |
| ASR Grupo Aeroportuario del Sureste | $242,600 | $806,621 | $1.05M | 0.0% | $905,128 | Industrials |
| PBR Petroleo Brasileiro S.A.- Petro | $453,586 | $484,800 | $938,386 | 0.0% | $1.04M | Energy |
| FUTU Futu Holdings Limited | $449,711 | $393,708 | $843,419 | 0.0% | $946,754 | Financial Services |
| CIG Comp En De Mn Cemig | $133,303 | $31,500 | $164,803 | 0.0% | $151,463 | 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 June 30, 2026. The combined disclosed value of JCI positions reported by both investment firms is approximately $8.15B, reflecting overlapping institutional exposure to Johnson Controls International.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Healthcare | $43.48B | ABBV, ABT, ALNY, AMGN, AVTR, BAX, BMRN, BMY, BSX, CI, CVS, DHR, ELAN, ELV, FMS, GEHC, GILD, GSK, HLN, HUM, INCY, JNJ, LLY, MRK, NBIX, NVO, NVS, PFE, REGN, SNY, TMO, UNH, ZBH |
| Financial Services | $34.04B | AEG, AJG, ALL, AMG, AMP, AON, AXP, BAC, BK, BN, BRK-A, BRK-B, CB, COF, FCNCA, FUTU, GS, HDB, ITUB, JPM, KKR, LPLA, MCO, MET, PNC, SCHW, SPGI, STT, TFC, TRU, TRV, V, WFC |
| Technology | $20.97B | AAPL, ACMR, ADBE, ADI, AVGO, CDNS, COHR, CSCO, CTSH, DELL, FI, FIS, FTV, GLW, HPE, HPQ, IBM, MCHP, MSFT, MSI, NVDA, ROP, SNPS, TDY, TSM |
| Industrials | $20.71B | ASR, CARR, CAT, CTAS, DE, FDX, GE, JCI, LMT, MMM, NSC, OTIS, PH, RTX, UNP |
| Communication Services | $19.92B | BIDU, CHTR, CMCSA, DIS, FOX, FOXA, GOOG, GOOGL, LYV, META, NTES, NWSA, TMUS, VZ |
| Consumer Cyclical | $12.54B | AMZN, BABA, BKNG, CPNG, GPC, HD, JD, LVS, MCD, MELI, MGM, PDD, SE, TCOM, VFC, VIPS, YUMC |
| Other | $10.75B | BAP, BLK, FLUT, LBTYA, LIN, MDT, RAL, TEL, UBS, VOO, WTW |
| Energy | $8.42B | APA, BKR, COP, CVX, OXY, PBR, PSX, SHEL, SLB, SU, TRP, WMB, XOM |
| Basic Materials | $6.68B | APD, CTVA, CX, DOW, IFF, NUE, PPG, RIO, VMC |
| Consumer Defensive | $4.55B | ABEV, ADM, BUD, CL, DEO, GIS, KO, MDLZ, MO, PEP, PG, PM, TAP, TGT, WMT |
| Real Estate | $3.93B | GLPI, SBAC, SUI |
| Utilities | $2.65B | 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 ($8.15B combined).
- Highest average portfolio weight in overlap: JCI (2.2% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($1.68B 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 Q1 2001 and Q2 2001, with 193 shared holdings in the latest period ($188.62B combined reported value) versus 194 in the prior period ($179.29B).
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