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 & Berkshire Hathaway Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Berkshire Hathaway based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
25 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 27 for Berkshire Hathaway).
| Stock | Sequoia Financial Advisors value | Berkshire Hathaway value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $492.48M | $57.84B | $58.34B | 12.4% | $67.67B | Technology |
| AXP American Express Company | $18.28M | $45.86B | $45.88B | 8.8% | $52.78B | Financial Services |
| KO Coca-Cola Company (The) | $20.86M | $30.42B | $30.44B | 5.9% | $32.54B | Consumer Defensive |
| BAC Bank of America Corporation | $48.10M | $25.04B | $25.09B | 4.9% | $30.03B | Financial Services |
| CVX Chevron Corporation | $33.25M | $17.46B | $17.49B | 3.4% | $14.01B | Energy |
| OXY Occidental Petroleum Corporatio | $2.54M | $17.22B | $17.22B | 3.3% | $12.70B | Energy |
| GOOGL Alphabet Inc. | $136.18M | $15.60B | $15.74B | 3.4% | $19.77B | Communication Services |
| CB Chubb Limited | $8.89M | $11.16B | $11.17B | 2.2% | $12.06B | Financial Services |
| MCO Moody's Corporation | $2.37M | $10.76B | $10.76B | 2.1% | $11.56B | Financial Services |
| KHC The Kraft Heinz Company | $1.38M | $7.32B | $7.32B | 1.4% | $8.15B | Consumer Defensive |
| DVA DaVita Inc. | $403,744 | $4.63B | $4.63B | 0.9% | $6.86B | Healthcare |
| KR Kroger Company (The) | $3.56M | $3.62B | $3.62B | 0.7% | $2.81B | Consumer Defensive |
| SIRI SiriusXM Holdings Inc | $443,443 | $2.88B | $2.88B | 0.6% | $3.74B | Consumer Discretionary |
| DAL Delta Air Lines, Inc. | $3.61M | $2.65B | $2.65B | 0.5% | $3.71B | Industrials |
| VRSN VeriSign, Inc. | $1.28M | $2.23B | $2.23B | 0.4% | $2.30B | Technology |
| COF Capital One Financial Corporati | $4.17M | $1.30B | $1.31B | 0.3% | $1.47B | Financial Services |
| NYT New York Times Company (The) | $1.59M | $1.27B | $1.27B | 0.2% | $1.09B | Communication Services |
| GOOG Alphabet Inc. | $216.08M | $1.03B | $1.24B | 0.8% | $1.55B | Communication Services |
| ALLY Ally Financial Inc. | $496,274 | $1.14B | $1.14B | 0.2% | $1.34B | Financial Services |
| LEN Lennar Corporation | $1.20M | $877.05M | $878.26M | 0.2% | $880.48M | Consumer Cyclical |
| NUE Nucor Corporation | $2.01M | $660.69M | $662.69M | 0.1% | $858.33M | Basic Materials |
| STZ Constellation Brands, Inc. | $719,498 | $94.93M | $95.65M | 0.0% | $87.29M | Consumer Defensive |
| NVR NVR, Inc. | $705,112 | $73.23M | $73.93M | 0.0% | $74.54M | Consumer Cyclical |
| M Macy's Inc | $585,729 | $54.96M | $55.55M | 0.0% | $71.95M | Consumer Cyclical |
| JEF Jefferies Financial Group Inc. | $7.13M | $17.89M | $25.02M | 0.0% | $31.10M | Financial Services |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Sequoia Financial Advisors and Berkshire Hathaway based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $58.34B, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $95.37B | ALLY, AXP, BAC, CB, COF, JEF, MCO |
| Technology | $60.57B | AAPL, VRSN |
| Consumer Defensive | $41.48B | KHC, KO, KR, STZ |
| Energy | $34.71B | CVX, OXY |
| Communication Services | $18.25B | GOOG, GOOGL, NYT |
| Healthcare | $4.63B | DVA |
| Consumer Discretionary | $2.88B | SIRI |
| Industrials | $2.65B | DAL |
| Consumer Cyclical | $1.01B | LEN, M, NVR |
| Basic Materials | $662.69M | NUE |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Berkshire Hathaway 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: AAPL ($58.34B combined).
- Highest average portfolio weight in overlap: AAPL (12.4% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($9.33B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Berkshire Hathaway decreased between Q4 2001 and Q1 2001, with 25 shared holdings in the latest period ($262.22B combined reported value) versus 35 in the prior period ($273.90B).
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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