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.
Mairs & Power Growth Fund & Jensen Investment Management Portfolio Overlap
Shared 13F holdings between Mairs & Power Growth Fund and Jensen Investment Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
85
Extremely high shared conviction
Shared Holdings
42 shared positions across both portfolios (239 holdings for Mairs & Power Growth Fund, 82 for Jensen Investment Management).
| Stock | Mairs & Power Growth Fund value | Jensen Investment Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $719.01M | $433.47M | $1.15B | 8.0% | $1.22B | Technology |
| NVDA NVIDIA Corporation | $830.38M | $284.62M | $1.12B | 7.1% | $1.25B | Technology |
| AMZN Amazon.com, Inc. | $542.11M | $253.97M | $796.08M | 5.3% | $927.57M | Consumer Cyclical |
| AAPL Apple Inc. | $306.68M | $405.03M | $711.71M | 5.6% | $865.50M | Technology |
| LLY Eli Lilly and Company | $300.13M | $212.16M | $512.29M | 3.6% | $676.12M | Healthcare |
| GOOGL Alphabet Inc. | $16.04M | $416.68M | $432.72M | 4.2% | $541.59M | Communication Services |
| META Meta Platforms, Inc. | $185.73M | $195.18M | $380.91M | 2.9% | $388.08M | Communication Services |
| SHW Sherwin-Williams Company (The) | $140.32M | $200.76M | $341.08M | 2.7% | $375.05M | Basic Materials |
| MSI Motorola Solutions, Inc. | $234.66M | $73.55M | $308.22M | 1.9% | $300.18M | Technology |
| TTC Toro Company (The) | $254.06M | $2.18M | $256.24M | 1.3% | $266.22M | Industrials |
| MA Mastercard Incorporated | $259,823 | $245.30M | $245.56M | 2.4% | $265.08M | Financial Services |
| WM Waste Management, Inc. | $91.51M | $149.67M | $241.18M | 1.9% | $241.82M | Industrials |
| SYK Stryker Corporation | $1.37M | $228.82M | $230.18M | 2.3% | $228.75M | Healthcare |
| ABT Abbott Laboratories | $74.11M | $152.57M | $226.68M | 1.9% | $210.63M | Healthcare |
| ECL Ecolab Inc. | $202.66M | $15.66M | $218.32M | 1.2% | $232.55M | Basic Materials |
| UNH UnitedHealth Group Incorporated | $200.53M | $403,450 | $200.93M | 1.0% | $315.86M | Healthcare |
| MMC Marsh & McLennan Companies, Inc | $225,485 | $199.68M | $199.90M | 2.0% | — | Financial Services |
| PG Procter & Gamble Company (The) | $35.16M | $144.07M | $179.22M | 1.6% | $187.87M | Consumer Defensive |
| TSM Taiwan Semiconductor Manufactur | $164.33M | $5.55M | $169.88M | 0.9% | $218.24M | Technology |
| JNJ Johnson & Johnson | $141.19M | $2.39M | $143.57M | 0.7% | $154.50M | Healthcare |
| AVGO Broadcom Inc. | $1.09M | $137.93M | $139.03M | 1.4% | $161.91M | Technology |
| MCD McDonald's Corporation | $4.45M | $85.86M | $90.31M | 0.9% | $81.55M | Consumer Cyclical |
| MMM 3M Company | $51.10M | $4.01M | $55.11M | 0.3% | $60.88M | Industrials |
| HD Home Depot, Inc. (The) | $50.45M | $480,837 | $50.93M | 0.3% | $55.42M | Consumer Cyclical |
| ADP Automatic Data Processing, Inc. | $25.28M | $21.31M | $46.60M | 0.3% | $55.56M | Technology |
| TXN Texas Instruments Incorporated | $44.88M | $271,602 | $45.15M | 0.2% | $68.16M | Technology |
| DCI Donaldson Company, Inc. | $42.38M | $1.97M | $44.35M | 0.2% | $46.56M | Industrials |
| ORCL Oracle Corporation | $4.52M | $17.77M | $22.29M | 0.2% | $21.25M | Technology |
| EMR Emerson Electric Company | $8.48M | $9.76M | $18.24M | 0.1% | $19.36M | Industrials |
| PEP Pepsico, Inc. | $1.39M | $12.63M | $14.02M | 0.1% | $13.02M | Consumer Defensive |
| ABBV AbbVie Inc. | $9.86M | $2.42M | $12.28M | 0.1% | $14.74M | Healthcare |
| WAT Waters Corporation | $285,590 | $11.54M | $11.83M | 0.1% | $15.07M | Healthcare |
| ACN Accenture plc | $243,698 | $11.57M | $11.81M | 0.1% | $8.18M | Technology |
| KO Coca-Cola Company (The) | $1.77M | $8.49M | $10.26M | 0.1% | $11.36M | Consumer Defensive |
| ADBE Adobe Inc. | $488,348 | $8.22M | $8.71M | 0.1% | $7.87M | Technology |
| NKE Nike, Inc. | $3.48M | $3.96M | $7.44M | 0.1% | $6.21M | Consumer Cyclical |
| RTX RTX Corporation | $1.65M | $3.40M | $5.05M | 0.0% | $5.21M | Industrials |
| GIS General Mills, Inc. | $3.61M | $664,191 | $4.27M | 0.0% | $4.31M | Consumer Defensive |
| TJX TJX Companies, Inc. (The) | $529,406 | $3.70M | $4.23M | 0.0% | $4.08M | Consumer Cyclical |
| IDXX IDEXX Laboratories, Inc. | $1.17M | $2.01M | $3.17M | 0.0% | $3.15M | Healthcare |
| BBY Best Buy Co., Inc. | $378,459 | $1.59M | $1.97M | 0.0% | $2.39M | Consumer Cyclical |
| BDX Becton, Dickinson and Company | $1.12M | $336,472 | $1.46M | 0.0% | $1.46M | Healthcare |
Largest Shared Position
Microsoft Corporation (MSFT) represents the largest overlapping position between Mairs & Power Growth Fund and Jensen Investment Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $1.15B, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $3.73B | AAPL, ACN, ADBE, ADP, AVGO, MSFT, MSI, NVDA, ORCL, TSM, TXN |
| Healthcare | $1.34B | ABBV, ABT, BDX, IDXX, JNJ, LLY, SYK, UNH, WAT |
| Consumer Cyclical | $950.96M | AMZN, BBY, HD, MCD, NKE, TJX |
| Communication Services | $813.62M | GOOGL, META |
| Industrials | $620.18M | DCI, EMR, MMM, RTX, TTC, WM |
| Basic Materials | $559.40M | ECL, SHW |
| Financial Services | $445.46M | MA, MMC |
| Consumer Defensive | $207.78M | GIS, KO, PEP, PG |
Consensus Smart Money Signals
Shared holdings between Mairs & Power Growth Fund and Jensen Investment Management 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: MSFT ($1.15B combined).
- Highest average portfolio weight in overlap: MSFT (8.0% conviction score).
- Largest estimated mark-to-market gain since filing: LLY ($163.83M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Mairs & Power Growth Fund and Jensen Investment Management increased between Q4 2001 and Q1 2001, with 42 shared holdings in the latest period ($8.67B combined reported value) versus 41 in the prior period ($10.18B).
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
- Mairs & Power Growth Fund portfolio
- Jensen Investment Management 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