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.

Investor AInvestor B

Mairs & Power Growth Fund & Bill & Melinda Gates Foundation Trust Portfolio Overlap

Shared 13F holdings between Mairs & Power Growth Fund and Bill & Melinda Gates Foundation Trust based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Strong overlap

Shared Holdings

10 shared positions across both portfolios (239 holdings for Mairs & Power Growth Fund, 22 for Bill & Melinda Gates Foundation Trust).

Stock	Mairs & Power Growth Fund value	Bill & Melinda Gates Foundation Trust value	Combined value	Conviction	Est. current value	Sector
BRK-B Berkshire Hathaway Inc. New	$11.47M	$8.17B	$8.18B	13.0%	—	Financial Services
WM Waste Management, Inc.	$91.51M	$6.35B	$6.44B	10.5%	$6.05B	Industrials
CAT Caterpillar, Inc.	$13.07M	$4.50B	$4.51B	7.2%	$6.09B	Industrials
DE Deere & Company	$322,208	$2.00B	$2.00B	3.2%	$2.09B	Industrials
ECL Ecolab Inc.	$202.66M	$1.39B	$1.59B	3.2%	$1.61B	Basic Materials
WMT Walmart Inc.	$1.95M	$1.04B	$1.04B	1.7%	$993.02M	Consumer Defensive
HRL Hormel Foods Corporation	$77.42M	$47.23M	$124.65M	0.5%	$133.89M	Consumer Defensive
MCD McDonald's Corporation	$4.45M	$104.08M	$108.54M	0.2%	$99.12M	Consumer Cyclical
DHR Danaher Corporation	$215,196	$70.72M	$70.94M	0.1%	$66.51M	Healthcare
KHC The Kraft Heinz Company	$7.12M	$55.61M	$62.73M	0.1%	$64.71M	Consumer Defensive

Largest Shared Position

Berkshire Hathaway Inc. New (BRK-B) represents the largest overlapping position between Mairs & Power Growth Fund and Bill & Melinda Gates Foundation Trust based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of BRK-B positions reported by both investment firms is approximately $8.18B, reflecting overlapping institutional exposure to Berkshire Hathaway Inc. New.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Industrials	$12.96B	CAT, DE, WM
Financial Services	$8.18B	BRK-B
Basic Materials	$1.59B	ECL
Consumer Defensive	$1.23B	HRL, KHC, WMT
Consumer Cyclical	$108.54M	MCD
Healthcare	$70.94M	DHR

Consensus Smart Money Signals

Shared holdings between Mairs & Power Growth Fund and Bill & Melinda Gates Foundation Trust 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: BRK-B ($8.18B combined).
Highest average portfolio weight in overlap: BRK-B (13.0% conviction score).
Largest estimated mark-to-market gain since filing: CAT ($1.58B vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Mairs & Power Growth Fund and Bill & Melinda Gates Foundation Trust decreased between Q4 2001 and Q1 2001, with 10 shared holdings in the latest period ($24.15B combined reported value) versus 11 in the prior period ($29.02B).

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