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 June 30, 2026).
Overlap Score
76
Strong overlap
Shared Holdings
41 shared positions across both portfolios (252 holdings for Mairs & Power Growth Fund, 83 for Jensen Investment Management).
| Stock | Mairs & Power Growth Fund value | Jensen Investment Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $941.98M | $239.61M | $1.18B | 7.2% | $1.31B | Technology |
| MSFT Microsoft Corporation | $727.66M | $274.97M | $1.00B | 6.7% | $1.33B | Technology |
| AMZN Amazon.com, Inc. | $619.55M | $251.24M | $870.79M | 5.9% | $926.95M | Consumer Cyclical |
| AAPL Apple Inc. | $329.42M | $249.13M | $578.55M | 4.5% | $672.06M | Technology |
| LLY Eli Lilly and Company | $386.37M | $184.39M | $570.77M | 4.0% | $548.64M | Healthcare |
| MSI Motorola Solutions, Inc. | $226.28M | $115.75M | $342.03M | 2.4% | $377.76M | Technology |
| SHW Sherwin-Williams Company (The) | $151.70M | $185.60M | $337.30M | 2.9% | $314.19M | Basic Materials |
| GOOGL Alphabet Inc. | $19.34M | $284.86M | $304.20M | 3.5% | $297.54M | Communication Services |
| WM Waste Management, Inc. | $131.73M | $140.65M | $272.38M | 2.3% | $257.98M | Industrials |
| TTC Toro Company (The) | $260.74M | $2.09M | $262.83M | 1.2% | $252.23M | Industrials |
| META Meta Platforms, Inc. | $187.50M | $61.66M | $249.16M | 1.6% | $294.48M | Communication Services |
| TSM Taiwan Semiconductor Manufactur | $227.44M | $7.59M | $235.03M | 1.1% | $213.91M | Technology |
| UNH UnitedHealth Group Incorporated | $232.73M | $357,026 | $233.09M | 1.1% | $211.37M | Healthcare |
| ECL Ecolab Inc. | $216.63M | $16.28M | $232.91M | 1.2% | $225.26M | Basic Materials |
| SYK Stryker Corporation | $1.28M | $185.65M | $186.93M | 2.3% | $163.35M | Healthcare |
| MA Mastercard Incorporated | $202,872 | $178.59M | $178.79M | 2.2% | $196.77M | Financial Services |
| MMC Marsh & McLennan Companies, Inc | $200,004 | $164.15M | $164.35M | 2.0% | $180.16M | Financial Services |
| PG Procter & Gamble Company (The) | $35.99M | $126.18M | $162.16M | 1.7% | $161.89M | Consumer Defensive |
| AVGO Broadcom Inc. | $1.38M | $148.11M | $149.49M | 1.8% | $141.52M | Technology |
| ABT Abbott Laboratories | $66.18M | $80.33M | $146.51M | 1.3% | $165.68M | Healthcare |
| JNJ Johnson & Johnson | $107.43M | $2.23M | $109.67M | 0.5% | $116.58M | Healthcare |
| TJX TJX Companies, Inc. (The) | $517,373 | $76.23M | $76.75M | 0.9% | $64.46M | Consumer Cyclical |
| TXN Texas Instruments Incorporated | $64.82M | $371,693 | $65.19M | 0.3% | $58.31M | Technology |
| MCD McDonald's Corporation | $3.81M | $60.97M | $64.78M | 0.8% | $59.49M | Consumer Cyclical |
| CTAS Cintas Corporation | $4.64M | $56.74M | $61.38M | 0.7% | $71.33M | Industrials |
| MMM 3M Company | $56.56M | $4.47M | $61.03M | 0.3% | $62.54M | Industrials |
| IDXX IDEXX Laboratories, Inc. | $1.09M | $55.65M | $56.74M | 0.7% | $55.15M | Healthcare |
| HD Home Depot, Inc. (The) | $53.77M | $281,086 | $54.05M | 0.3% | $45.97M | Consumer Cyclical |
| ADP Automatic Data Processing, Inc. | $28.48M | $18.47M | $46.95M | 0.4% | $56.87M | Technology |
| DCI Donaldson Company, Inc. | $41.63M | $1.21M | $42.84M | 0.2% | $41.25M | Industrials |
| EMR Emerson Electric Company | $9.05M | $10.55M | $19.60M | 0.2% | $20.53M | Industrials |
| ORCL Oracle Corporation | $2.00M | $17.35M | $19.35M | 0.2% | $19.49M | Technology |
| WAT Waters Corporation | $359,663 | $14.46M | $14.82M | 0.2% | $16.66M | Healthcare |
| ABBV AbbVie Inc. | $11.25M | $2.78M | $14.03M | 0.1% | $14.72M | Healthcare |
| PEP Pepsico, Inc. | $1.24M | $10.82M | $12.06M | 0.1% | $11.56M | Consumer Defensive |
| KO Coca-Cola Company (The) | $1.91M | $9.08M | $10.98M | 0.1% | $11.93M | Consumer Defensive |
| ADBE Adobe Inc. | $403,684 | $6.88M | $7.28M | 0.1% | $8.84M | Technology |
| NKE Nike, Inc. | $2.62M | $2.93M | $5.55M | 0.0% | $4.80M | Consumer Cyclical |
| RTX RTX Corporation | $1.60M | $3.34M | $4.94M | 0.0% | $5.05M | Industrials |
| GIS General Mills, Inc. | $2.44M | $436,601 | $2.88M | 0.0% | $3.00M | Consumer Defensive |
| BDX Becton, Dickinson and Company | $1.08M | $308,713 | $1.39M | 0.0% | $1.66M | Healthcare |
Largest Shared Position
NVIDIA Corporation (NVDA) 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 June 30, 2026. The combined disclosed value of NVDA positions reported by both investment firms is approximately $1.18B, reflecting overlapping institutional exposure to NVIDIA Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $3.63B | AAPL, ADBE, ADP, AVGO, MSFT, MSI, NVDA, ORCL, TSM, TXN |
| Healthcare | $1.33B | ABBV, ABT, BDX, IDXX, JNJ, LLY, SYK, UNH, WAT |
| Consumer Cyclical | $1.07B | AMZN, HD, MCD, NKE, TJX |
| Industrials | $725.00M | CTAS, DCI, EMR, MMM, RTX, TTC, WM |
| Basic Materials | $570.21M | ECL, SHW |
| Communication Services | $553.36M | GOOGL, META |
| Financial Services | $343.14M | MA, MMC |
| Consumer Defensive | $188.09M | 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: NVDA ($1.18B combined).
- Highest average portfolio weight in overlap: NVDA (7.2% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($324.59M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Mairs & Power Growth Fund and Jensen Investment Management decreased between Q1 2001 and Q2 2001, with 41 shared holdings in the latest period ($8.41B combined reported value) versus 42 in the prior period ($8.67B).
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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