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 & Cullen Value Fund Portfolio Overlap
Shared 13F holdings between Mairs & Power Growth Fund and Cullen Value Fund based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
94
Extremely high shared conviction
Shared Holdings
85 shared positions across both portfolios (239 holdings for Mairs & Power Growth Fund, 177 for Cullen Value Fund).
| Stock | Mairs & Power Growth Fund value | Cullen Value Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $830.38M | $18.78M | $849.16M | 5.5% | $948.63M | Technology |
| MSFT Microsoft Corporation | $719.01M | $31.68M | $750.69M | 5.8% | $791.90M | Technology |
| AMZN Amazon.com, Inc. | $542.11M | $16.09M | $558.20M | 3.9% | $650.40M | Consumer Cyclical |
| GOOG Alphabet Inc. | $462.31M | $33.18M | $495.49M | 4.6% | $615.24M | Communication Services |
| AAPL Apple Inc. | $306.68M | $47.67M | $354.35M | 4.7% | $430.92M | Technology |
| JPM JP Morgan Chase & Co. | $310.10M | $26.57M | $336.67M | 3.4% | $382.82M | Financial Services |
| LLY Eli Lilly and Company | $300.13M | $10.85M | $310.98M | 2.3% | $410.43M | Healthcare |
| V Visa Inc. | $254.16M | $9.49M | $263.64M | 1.9% | $315.89M | Financial Services |
| MSI Motorola Solutions, Inc. | $234.66M | $4.76M | $239.42M | 1.5% | $233.19M | Technology |
| ECL Ecolab Inc. | $202.66M | $1.24M | $203.90M | 1.1% | $217.19M | Basic Materials |
| UNH UnitedHealth Group Incorporated | $200.53M | $1.07M | $201.60M | 1.1% | $316.91M | Healthcare |
| META Meta Platforms, Inc. | $185.73M | $10.14M | $195.86M | 1.6% | $199.56M | Communication Services |
| VZ Verizon Communications Inc. | $166.43M | $2.79M | $169.22M | 1.0% | $143.47M | Communication Services |
| JNJ Johnson & Johnson | $141.19M | $6.20M | $147.39M | 1.1% | $158.60M | Healthcare |
| SHW Sherwin-Williams Company (The) | $140.32M | $256,209 | $140.58M | 0.7% | $154.58M | Basic Materials |
| WFC Wells Fargo & Company | $108.74M | $8.58M | $117.32M | 1.1% | $126.02M | Financial Services |
| ABT Abbott Laboratories | $74.11M | $317,486 | $74.42M | 0.4% | $69.15M | Healthcare |
| QCOM QUALCOMM Incorporated | $61.56M | $1.34M | $62.90M | 0.4% | $86.09M | Technology |
| BRK-B Berkshire Hathaway Inc. New | $11.47M | $48.60M | $60.07M | 3.3% | — | Financial Services |
| HD Home Depot, Inc. (The) | $50.45M | $2.86M | $53.31M | 0.4% | $58.02M | Consumer Cyclical |
| AXP American Express Company | $45.02M | $3.23M | $48.24M | 0.4% | $56.13M | Financial Services |
| HON Honeywell International Inc. | $47.12M | $336,213 | $47.45M | 0.3% | $48.26M | Industrials |
| MDT Medtronic | $34.83M | $9.53M | $44.36M | 0.8% | $42.59M | — |
| PG Procter & Gamble Company (The) | $35.16M | $3.25M | $38.40M | 0.4% | $40.26M | Consumer Defensive |
| WMT Walmart Inc. | $1.95M | $35.40M | $37.36M | 2.4% | $33.62M | Consumer Defensive |
| XOM Exxon Mobil Corporation | $14.17M | $18.52M | $32.69M | 1.3% | $26.41M | Energy |
| SCHW Charles Schwab Corporation (The | $23.28M | $9.35M | $32.63M | 0.7% | $33.68M | Financial Services |
| DIS Walt Disney Company (The) | $23.12M | $2.42M | $25.54M | 0.3% | $26.37M | Communication Services |
| GLW Corning Incorporated | $12.00M | $9.14M | $21.14M | 0.7% | $30.59M | Technology |
| TGT Target Corporation | $20.47M | $488,695 | $20.96M | 0.1% | $22.51M | Consumer Defensive |
| GOOGL Alphabet Inc. | $16.04M | $4.40M | $20.44M | 0.4% | $25.58M | Communication Services |
| MRK Merck & Company, Inc. | $6.06M | $13.56M | $19.62M | 0.9% | $21.13M | Healthcare |
| AVGO Broadcom Inc. | $1.09M | $18.23M | $19.32M | 1.2% | $22.51M | Technology |
| CAT Caterpillar, Inc. | $13.07M | $6.09M | $19.16M | 0.5% | $26.05M | Industrials |
| PM Philip Morris International Inc | $419,468 | $16.05M | $16.47M | 1.1% | $18.16M | Consumer Defensive |
| ABBV AbbVie Inc. | $9.86M | $2.80M | $12.65M | 0.2% | $15.19M | Healthcare |
| CVX Chevron Corporation | $8.07M | $4.56M | $12.63M | 0.3% | $10.33M | Energy |
| DE Deere & Company | $322,208 | $12.13M | $12.45M | 0.8% | $13.73M | Industrials |
| ADI Analog Devices, Inc. | $206,155 | $10.72M | $10.93M | 0.7% | $12.96M | Technology |
| COP ConocoPhillips | $3.44M | $7.29M | $10.72M | 0.5% | $8.51M | Energy |
| CRM Salesforce, Inc. | $9.33M | $1.03M | $10.36M | 0.1% | $9.22M | Technology |
| VOO Vanguard S&P 500 ETF | $8.88M | $1.39M | $10.28M | 0.1% | $11.78M | — |
| EPD Enterprise Products Partners L. | $325,424 | $9.70M | $10.02M | 0.6% | $9.74M | Energy |
| AMAT Applied Materials, Inc. | $3.87M | $6.08M | $9.95M | 0.4% | $17.56M | Technology |
| EMR Emerson Electric Company | $8.48M | $211,962 | $8.70M | 0.1% | $9.23M | Industrials |
| UNP Union Pacific Corporation | $1.02M | $7.34M | $8.36M | 0.5% | $9.72M | Industrials |
| CMI Cummins Inc. | $284,075 | $7.64M | $7.93M | 0.5% | $9.75M | Industrials |
| TT Trane Technologies | $457,164 | $7.45M | $7.91M | 0.5% | $9.07M | — |
| PEP Pepsico, Inc. | $1.39M | $5.95M | $7.34M | 0.4% | $6.82M | Consumer Defensive |
| LOW Lowe's Companies, Inc. | $1.62M | $5.14M | $6.76M | 0.4% | $6.51M | Consumer Cyclical |
| BK The Bank of New York Mellon Cor | $698,493 | $5.84M | $6.53M | 0.4% | $7.56M | Financial Services |
| BDX Becton, Dickinson and Company | $1.12M | $4.84M | $5.96M | 0.3% | $5.99M | Healthcare |
| WWD Woodward, Inc. | $5.01M | $429,994 | $5.44M | 0.1% | $6.35M | Industrials |
| ORCL Oracle Corporation | $4.52M | $659,145 | $5.18M | 0.1% | $4.94M | Technology |
| IVV iShares Core S&P 500 ETF | $4.22M | $881,843 | $5.10M | 0.1% | $5.85M | — |
| MCD McDonald's Corporation | $4.45M | $590,264 | $5.04M | 0.1% | $4.55M | Consumer Cyclical |
| SYK Stryker Corporation | $1.37M | $3.18M | $4.54M | 0.2% | $4.52M | Healthcare |
| UPS United Parcel Service, Inc. | $1.71M | $2.82M | $4.54M | 0.2% | $5.10M | Industrials |
| AMGN Amgen Inc. | $1.75M | $2.71M | $4.45M | 0.2% | $4.74M | Healthcare |
| RTX RTX Corporation | $1.65M | $1.79M | $3.45M | 0.1% | $3.56M | Industrials |
| GE GE Aerospace | $2.14M | $1.26M | $3.40M | 0.1% | $4.52M | Industrials |
| MA Mastercard Incorporated | $259,823 | $3.12M | $3.38M | 0.2% | $3.65M | Financial Services |
| AMD Advanced Micro Devices, Inc. | $392,620 | $2.93M | $3.32M | 0.2% | $8.46M | Technology |
| COST Costco Wholesale Corporation | $2.95M | $262,261 | $3.21M | 0.0% | $3.07M | Consumer Defensive |
| MPC Marathon Petroleum Corporation | $339,410 | $2.42M | $2.76M | 0.2% | $3.01M | Energy |
| KO Coca-Cola Company (The) | $1.77M | $964,535 | $2.74M | 0.1% | $3.03M | Consumer Defensive |
| BAC Bank of America Corporation | $1.06M | $1.45M | $2.51M | 0.1% | $3.02M | Financial Services |
| PFE Pfizer, Inc. | $2.02M | $451,958 | $2.47M | 0.0% | $2.14M | Healthcare |
| SHEL Shell PLC | $756,276 | $1.61M | $2.37M | 0.1% | $1.99M | Energy |
| GILD Gilead Sciences, Inc. | $317,067 | $1.77M | $2.09M | 0.1% | $1.96M | Healthcare |
| LHX L3Harris Technologies, Inc. | $356,540 | $1.67M | $2.03M | 0.1% | $1.77M | Industrials |
| XYL Xylem Inc. | $1.68M | $280,873 | $1.96M | 0.0% | $1.94M | Industrials |
| T AT&T Inc. | $328,370 | $1.59M | $1.91M | 0.1% | $1.36M | Communication Services |
| IBM International Business Machines | $883,996 | $1.01M | $1.89M | 0.1% | $2.26M | Technology |
| WY Weyerhaeuser Company | $882,338 | $765,073 | $1.65M | 0.1% | $1.60M | Real Estate |
| GEV GE Vernova Inc. | $738,473 | $863,817 | $1.60M | 0.1% | $2.04M | Utilities |
| PSX Phillips 66 | $1.20M | $298,692 | $1.50M | 0.0% | $1.45M | Energy |
| KMB Kimberly-Clark Corporation | $935,180 | $362,852 | $1.30M | 0.0% | $1.54M | Consumer Defensive |
| TJX TJX Companies, Inc. (The) | $529,406 | $566,222 | $1.10M | 0.0% | $1.06M | Consumer Cyclical |
| NSC Norfolk Southern Corporation | $779,205 | $285,278 | $1.06M | 0.0% | $1.20M | Industrials |
| BA Boeing Company (The) | $516,881 | $358,185 | $875,066 | 0.0% | $995,877 | Industrials |
| ITW Illinois Tool Works Inc. | $386,270 | $388,637 | $774,907 | 0.0% | $812,007 | Industrials |
| CLF Cleveland-Cliffs Inc. | $114,075 | $524,484 | $638,559 | 0.0% | $745,110 | Basic Materials |
| SEIC SEI Investments Company | $258,951 | $264,804 | $523,755 | 0.0% | $610,295 | Financial Services |
| BP BP p.l.c. | $263,670 | $247,456 | $511,126 | 0.0% | $406,725 | Energy |
Largest Shared Position
NVIDIA Corporation (NVDA) represents the largest overlapping position between Mairs & Power Growth Fund and Cullen Value Fund based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of NVDA positions reported by both investment firms is approximately $849.16M, reflecting overlapping institutional exposure to NVIDIA Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $2.34B | AAPL, ADI, AMAT, AMD, AVGO, CRM, GLW, IBM, MSFT, MSI, NVDA, ORCL, QCOM |
| Communication Services | $908.47M | DIS, GOOG, GOOGL, META, T, VZ |
| Financial Services | $871.53M | AXP, BAC, BK, BRK-B, JPM, MA, SCHW, SEIC, V, WFC |
| Healthcare | $786.17M | ABBV, ABT, AMGN, BDX, GILD, JNJ, LLY, MRK, PFE, SYK, UNH |
| Consumer Cyclical | $624.42M | AMZN, HD, LOW, MCD, TJX |
| Basic Materials | $345.12M | CLF, ECL, SHW |
| Consumer Defensive | $127.78M | COST, KMB, KO, PEP, PG, PM, TGT, WMT |
| Industrials | $127.57M | BA, CAT, CMI, DE, EMR, GE, HON, ITW, LHX, NSC, RTX, UNP, UPS, WWD, XYL |
| Energy | $73.21M | BP, COP, CVX, EPD, MPC, PSX, SHEL, XOM |
| Other | $67.65M | IVV, MDT, TT, VOO |
| Real Estate | $1.65M | WY |
| Utilities | $1.60M | GEV |
Consensus Smart Money Signals
Shared holdings between Mairs & Power Growth Fund and Cullen Value Fund 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 ($849.16M combined).
- Highest average portfolio weight in overlap: MSFT (5.8% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($119.75M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Mairs & Power Growth Fund and Cullen Value Fund decreased between Q4 2001 and Q1 2001, with 85 shared holdings in the latest period ($6.27B combined reported value) versus 86 in the prior period ($7.21B).
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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