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 June 30, 2026).

Overlap Score

Strong overlap

Shared Holdings

11 shared positions across both portfolios (252 holdings for Mairs & Power Growth Fund, 24 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	$11.80M	$7.35B	$7.36B	10.7%	$7.50B	Financial Services
CAT Caterpillar, Inc.	$19.28M	$6.77B	$6.79B	9.9%	$5.15B	Industrials
WM Waste Management, Inc.	$131.73M	$5.96B	$6.09B	9.3%	$5.77B	Industrials
DE Deere & Company	$353,322	$2.26B	$2.26B	3.3%	$2.43B	Industrials
ECL Ecolab Inc.	$216.63M	$1.45B	$1.67B	3.1%	$1.62B	Basic Materials
WMT Walmart Inc.	$1.79M	$950.31M	$952.09M	1.4%	$897.20M	Consumer Defensive
HD Home Depot, Inc. (The)	$53.77M	$352.68M	$406.45M	0.8%	$345.71M	Consumer Cyclical
HRL Hormel Foods Corporation	$84.34M	$51.76M	$136.10M	0.5%	$114.22M	Consumer Defensive
MCD McDonald's Corporation	$3.81M	$90.53M	$94.33M	0.1%	$86.63M	Consumer Cyclical
DHR Danaher Corporation	$217,528	$71.05M	$71.27M	0.1%	$79.25M	Healthcare
KHC The Kraft Heinz Company	$4.22M	$58.40M	$62.62M	0.1%	$64.77M	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 June 30, 2026. The combined disclosed value of BRK-B positions reported by both investment firms is approximately $7.36B, reflecting overlapping institutional exposure to Berkshire Hathaway Inc. New.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Industrials	$15.13B	CAT, DE, WM
Financial Services	$7.36B	BRK-B
Basic Materials	$1.67B	ECL
Consumer Defensive	$1.15B	HRL, KHC, WMT
Consumer Cyclical	$500.78M	HD, MCD
Healthcare	$71.27M	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 ($7.36B combined).
Highest average portfolio weight in overlap: BRK-B (10.7% conviction score).
Largest estimated mark-to-market gain since filing: DE ($176.69M 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 increased between Q1 2001 and Q2 2001, with 11 shared holdings in the latest period ($25.89B combined reported value) versus 10 in the prior period ($24.15B).

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