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 June 30, 2026).
Overlap Score
93
Extremely high shared conviction
Shared Holdings
88 shared positions across both portfolios (252 holdings for Mairs & Power Growth Fund, 181 for Cullen Value Fund).
| Stock | Mairs & Power Growth Fund value | Cullen Value Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $941.98M | $21.55M | $963.53M | 5.6% | $1.07B | Technology |
| MSFT Microsoft Corporation | $727.66M | $31.97M | $759.63M | 5.3% | $1.01B | Technology |
| AMZN Amazon.com, Inc. | $619.55M | $19.19M | $638.74M | 4.0% | $679.93M | Consumer Cyclical |
| GOOG Alphabet Inc. | $594.81M | $39.58M | $634.39M | 5.1% | $618.38M | Communication Services |
| LLY Eli Lilly and Company | $386.37M | $13.97M | $400.34M | 2.6% | $384.82M | Healthcare |
| AAPL Apple Inc. | $329.42M | $53.55M | $382.97M | 4.8% | $444.87M | Technology |
| JPM JP Morgan Chase & Co. | $302.31M | $29.16M | $331.46M | 3.2% | $354.08M | Financial Services |
| V Visa Inc. | $292.33M | $11.03M | $303.36M | 2.0% | $325.64M | Financial Services |
| UNH UnitedHealth Group Incorporated | $232.73M | $1.13M | $233.87M | 1.1% | $212.07M | Healthcare |
| MSI Motorola Solutions, Inc. | $226.28M | $3.71M | $229.99M | 1.3% | $254.01M | Technology |
| TSM Taiwan Semiconductor Manufactur | $227.44M | $240,250 | $227.68M | 1.1% | $207.23M | Technology |
| ECL Ecolab Inc. | $216.63M | $1.27M | $217.90M | 1.1% | $210.75M | Basic Materials |
| META Meta Platforms, Inc. | $187.50M | $11.44M | $198.94M | 1.6% | $235.12M | Communication Services |
| SHW Sherwin-Williams Company (The) | $151.70M | $275,207 | $151.98M | 0.7% | $141.57M | Basic Materials |
| VZ Verizon Communications Inc. | $139.38M | $1.76M | $141.13M | 0.7% | $160.30M | Communication Services |
| JNJ Johnson & Johnson | $107.43M | $6.32M | $113.75M | 0.9% | $120.93M | Healthcare |
| WFC Wells Fargo & Company | $72.08M | $9.57M | $81.64M | 0.9% | $85.08M | Financial Services |
| ABT Abbott Laboratories | $66.18M | $247,096 | $66.43M | 0.3% | $75.12M | Healthcare |
| BRK-B Berkshire Hathaway Inc. New | $11.80M | $52.79M | $64.59M | 3.2% | $65.81M | Financial Services |
| HD Home Depot, Inc. (The) | $53.77M | $2.39M | $56.15M | 0.4% | $47.76M | Consumer Cyclical |
| AXP American Express Company | $49.25M | $3.60M | $52.85M | 0.4% | $48.68M | Financial Services |
| TRV The Travelers Companies, Inc. | $51.66M | $216,924 | $51.87M | 0.3% | $58.87M | Financial Services |
| CME CME Group Inc. | $43.19M | $3.43M | $46.62M | 0.4% | $58.27M | Financial Services |
| PG Procter & Gamble Company (The) | $35.99M | $3.22M | $39.21M | 0.4% | $39.14M | Consumer Defensive |
| GLW Corning Incorporated | $21.83M | $17.08M | $38.91M | 1.1% | $22.87M | Technology |
| MDT Medtronic | $28.42M | $9.69M | $38.12M | 0.7% | $44.89M | — |
| QCOM QUALCOMM Incorporated | $33.23M | $1.91M | $35.14M | 0.3% | $33.80M | Technology |
| WMT Walmart Inc. | $1.79M | $31.59M | $33.38M | 1.9% | $31.45M | Consumer Defensive |
| SCHW Charles Schwab Corporation (The | $19.96M | $9.85M | $29.80M | 0.7% | $34.00M | Financial Services |
| CAT Caterpillar, Inc. | $19.28M | $9.12M | $28.39M | 0.6% | $21.57M | Industrials |
| XOM Exxon Mobil Corporation | $11.18M | $14.78M | $25.96M | 0.9% | $31.05M | Energy |
| GOOGL Alphabet Inc. | $19.34M | $5.23M | $24.58M | 0.4% | $24.04M | Communication Services |
| AVGO Broadcom Inc. | $1.38M | $20.95M | $22.34M | 1.3% | $21.15M | Technology |
| AMAT Applied Materials, Inc. | $7.96M | $13.98M | $21.94M | 0.9% | $13.50M | Technology |
| TGT Target Corporation | $20.80M | $525,381 | $21.33M | 0.1% | $25.83M | Consumer Defensive |
| MRK Merck & Company, Inc. | $6.62M | $14.26M | $20.88M | 0.9% | $23.87M | Healthcare |
| DIS Walt Disney Company (The) | $16.71M | $2.28M | $18.99M | 0.2% | $20.25M | Communication Services |
| PM Philip Morris International Inc | $458,969 | $17.28M | $17.74M | 1.0% | $18.49M | Consumer Defensive |
| ABBV AbbVie Inc. | $11.25M | $3.24M | $14.49M | 0.2% | $15.20M | Healthcare |
| DE Deere & Company | $353,322 | $13.51M | $13.87M | 0.8% | $14.95M | Industrials |
| ADI Analog Devices, Inc. | $202,160 | $13.35M | $13.55M | 0.8% | $12.82M | Technology |
| CVX Chevron Corporation | $6.82M | $3.58M | $10.40M | 0.2% | $13.14M | Energy |
| CMI Cummins Inc. | $376,575 | $9.89M | $10.27M | 0.6% | $7.66M | Industrials |
| VOO Vanguard S&P 500 ETF | $8.31M | $1.63M | $9.94M | 0.1% | $10.15M | — |
| EPD Enterprise Products Partners L. | $316,136 | $9.37M | $9.69M | 0.6% | $10.25M | Energy |
| EMR Emerson Electric Company | $9.05M | $227,435 | $9.28M | 0.1% | $9.72M | Industrials |
| IVV iShares Core S&P 500 ETF | $7.98M | $1.04M | $9.02M | 0.1% | $9.22M | — |
| AMD Advanced Micro Devices, Inc. | $957,340 | $7.98M | $8.94M | 0.5% | $8.61M | Technology |
| COP ConocoPhillips | $2.69M | $6.24M | $8.93M | 0.4% | $11.32M | Energy |
| TT Trane Technologies | $493,125 | $8.34M | $8.84M | 0.5% | $7.72M | — |
| UNP Union Pacific Corporation | $928,880 | $7.65M | $8.58M | 0.5% | $8.81M | Industrials |
| BK The Bank of New York Mellon Cor | $851,464 | $7.69M | $8.55M | 0.5% | $8.11M | Financial Services |
| WWD Woodward, Inc. | $5.96M | $511,491 | $6.47M | 0.1% | $4.89M | Industrials |
| LOW Lowe's Companies, Inc. | $1.51M | $4.71M | $6.21M | 0.3% | $5.42M | Consumer Cyclical |
| BDX Becton, Dickinson and Company | $1.08M | $5.13M | $6.20M | 0.3% | $7.42M | Healthcare |
| PEP Pepsico, Inc. | $1.24M | $4.51M | $5.75M | 0.3% | $5.51M | Consumer Defensive |
| AMGN Amgen Inc. | $1.78M | $2.80M | $4.58M | 0.2% | $4.88M | Healthcare |
| GE GE Aerospace | $2.81M | $1.66M | $4.47M | 0.1% | $3.76M | Industrials |
| MCD McDonald's Corporation | $3.81M | $504,161 | $4.31M | 0.0% | $3.96M | Consumer Cyclical |
| SYK Stryker Corporation | $1.28M | $3.03M | $4.31M | 0.2% | $3.76M | Healthcare |
| UPS United Parcel Service, Inc. | $1.24M | $2.45M | $3.68M | 0.2% | $3.39M | Industrials |
| MA Mastercard Incorporated | $202,872 | $3.21M | $3.41M | 0.2% | $3.75M | Financial Services |
| RTX RTX Corporation | $1.60M | $1.77M | $3.37M | 0.1% | $3.45M | Industrials |
| COST Costco Wholesale Corporation | $2.77M | $246,216 | $3.02M | 0.0% | $2.89M | Consumer Defensive |
| KO Coca-Cola Company (The) | $1.91M | $1.04M | $2.94M | 0.1% | $3.20M | Consumer Defensive |
| MPC Marathon Petroleum Corporation | $355,381 | $2.46M | $2.81M | 0.2% | $4.68M | Energy |
| BAC Bank of America Corporation | $1.06M | $1.70M | $2.76M | 0.1% | $2.79M | Financial Services |
| ORCL Oracle Corporation | $2.00M | $755,248 | $2.75M | 0.1% | $2.77M | Technology |
| TMO Thermo Fisher Scientific Inc | $622,188 | $2.09M | $2.72M | 0.1% | $3.53M | Healthcare |
| GEV GE Vernova Inc. | $993,932 | $1.16M | $2.16M | 0.1% | $1.73M | Utilities |
| XYL Xylem Inc. | $1.83M | $277,841 | $2.10M | 0.0% | $1.91M | Industrials |
| IBM International Business Machines | $1.03M | $1.01M | $2.03M | 0.1% | $1.66M | Technology |
| PFE Pfizer, Inc. | $1.63M | $379,695 | $2.01M | 0.0% | $2.31M | Healthcare |
| SHEL Shell PLC | $630,555 | $1.35M | $1.99M | 0.1% | $2.42M | Energy |
| GILD Gilead Sciences, Inc. | $287,424 | $1.61M | $1.90M | 0.1% | $2.25M | Healthcare |
| LHX L3Harris Technologies, Inc. | $300,179 | $1.35M | $1.65M | 0.1% | $1.40M | Industrials |
| QQQ Invesco QQQ Trust, Series 1 | $1.30M | $226,618 | $1.53M | 0.0% | $1.50M | — |
| WY Weyerhaeuser Company | $706,637 | $731,859 | $1.44M | 0.0% | $1.28M | Real Estate |
| PSX Phillips 66 | $1.11M | $277,844 | $1.39M | 0.0% | $2.24M | Energy |
| T AT&T Inc. | $234,469 | $1.07M | $1.31M | 0.1% | $1.60M | Communication Services |
| KMB Kimberly-Clark Corporation | $1.05M | $222,993 | $1.27M | 0.0% | $1.13M | Consumer Defensive |
| NSC Norfolk Southern Corporation | $814,788 | $303,265 | $1.12M | 0.0% | $1.12M | Industrials |
| TJX TJX Companies, Inc. (The) | $517,373 | $530,960 | $1.05M | 0.0% | $880,501 | Consumer Cyclical |
| BA Boeing Company (The) | $573,646 | $389,571 | $963,217 | 0.0% | $881,990 | Industrials |
| CRM Salesforce, Inc. | $416,089 | $521,575 | $937,664 | 0.0% | $1.42M | Technology |
| ITW Illinois Tool Works Inc. | $414,901 | $404,779 | $819,680 | 0.0% | $816,612 | Industrials |
| CLF Cleveland-Cliffs Inc. | $126,765 | $582,829 | $709,594 | 0.0% | $944,613 | Basic Materials |
| BP BP p.l.c. | $207,290 | $209,548 | $416,838 | 0.0% | $502,907 | 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 June 30, 2026. The combined disclosed value of NVDA positions reported by both investment firms is approximately $963.53M, reflecting overlapping institutional exposure to NVIDIA Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $2.71B | AAPL, ADI, AMAT, AMD, AVGO, CRM, GLW, IBM, MSFT, MSI, NVDA, ORCL, QCOM, TSM |
| Communication Services | $1.02B | DIS, GOOG, GOOGL, META, T, VZ |
| Financial Services | $976.92M | AXP, BAC, BK, BRK-B, CME, JPM, MA, SCHW, TRV, V, WFC |
| Healthcare | $871.47M | ABBV, ABT, AMGN, BDX, GILD, JNJ, LLY, MRK, PFE, SYK, TMO, UNH |
| Consumer Cyclical | $706.47M | AMZN, HD, LOW, MCD, TJX |
| Basic Materials | $370.59M | CLF, ECL, SHW |
| Consumer Defensive | $124.64M | COST, KMB, KO, PEP, PG, PM, TGT, WMT |
| Industrials | $95.04M | BA, CAT, CMI, DE, EMR, GE, ITW, LHX, NSC, RTX, UNP, UPS, WWD, XYL |
| Other | $67.44M | IVV, MDT, QQQ, TT, VOO |
| Energy | $61.57M | BP, COP, CVX, EPD, MPC, PSX, SHEL, XOM |
| Utilities | $2.16M | GEV |
| Real Estate | $1.44M | WY |
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 ($963.53M combined).
- Highest average portfolio weight in overlap: NVDA (5.6% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($245.92M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Mairs & Power Growth Fund and Cullen Value Fund increased between Q1 2001 and Q2 2001, with 88 shared holdings in the latest period ($7.01B combined reported value) versus 85 in the prior period ($6.27B).
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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