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 & Hillman Value Fund Portfolio Overlap
Shared 13F holdings between Mairs & Power Growth Fund and Hillman Value Fund based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
19
Minimal overlap
Shared Holdings
28 shared positions across both portfolios (239 holdings for Mairs & Power Growth Fund, 56 for Hillman Value Fund).
| Stock | Mairs & Power Growth Fund value | Hillman Value Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $719.01M | $4.01M | $723.02M | 5.1% | $769.22M | Technology |
| GOOG Alphabet Inc. | $462.31M | $323,291 | $462.63M | 2.5% | $558.20M | Communication Services |
| UNH UnitedHealth Group Incorporated | $200.53M | $2.00M | $202.53M | 1.7% | $318.92M | Healthcare |
| VZ Verizon Communications Inc. | $166.43M | $3.26M | $169.70M | 2.0% | $147.35M | Communication Services |
| TSM Taiwan Semiconductor Manufactur | $164.33M | $2.69M | $167.02M | 1.8% | $196.88M | Technology |
| FI Fiserv, Inc. | $120.13M | $4.50M | $124.63M | 2.2% | — | Technology |
| MDT Medtronic | $34.83M | $317,832 | $35.15M | 0.3% | $33.75M | — |
| USB U.S. Bancorp | $31.28M | $2.73M | $34.02M | 1.1% | $41.30M | Financial Services |
| DIS Walt Disney Company (The) | $23.12M | $2.37M | $25.49M | 0.9% | $25.83M | Communication Services |
| GOOGL Alphabet Inc. | $16.04M | $1,725 | $16.04M | 0.1% | $19.34M | Communication Services |
| HSY The Hershey Company | $13.42M | $2.21M | $15.63M | 0.8% | $12.89M | Consumer Defensive |
| KHC The Kraft Heinz Company | $7.12M | $4.52M | $11.64M | 1.6% | $13.40M | Consumer Defensive |
| CRM Salesforce, Inc. | $9.33M | $2.05M | $11.38M | 0.8% | $10.41M | Technology |
| NKE Nike, Inc. | $3.48M | $4.11M | $7.60M | 1.4% | $6.30M | Consumer Cyclical |
| PFE Pfizer, Inc. | $2.02M | $5.28M | $7.29M | 1.8% | $6.51M | Healthcare |
| ORCL Oracle Corporation | $4.52M | $2.37M | $6.89M | 0.8% | $5.92M | Technology |
| ZBH Zimmer Biomet Holdings, Inc. | $727,881 | $5.04M | $5.76M | 1.8% | $5.81M | Healthcare |
| IVV iShares Core S&P 500 ETF | $4.22M | $816,513 | $5.04M | 0.3% | $5.76M | — |
| BA Boeing Company (The) | $516,881 | $4.44M | $4.96M | 1.5% | $5.33M | Industrials |
| BMY Bristol-Myers Squibb Company | $1.47M | $3.22M | $4.69M | 1.1% | $4.70M | Healthcare |
| BAX Baxter International Inc. | $378,722 | $4.15M | $4.53M | 1.4% | $6.10M | Healthcare |
| EFA iShares MSCI EAFE ETF | $1.53M | $3.00M | $4.52M | 1.0% | $4.81M | — |
| ADBE Adobe Inc. | $488,348 | $3.94M | $4.43M | 1.4% | $4.32M | Technology |
| UPS United Parcel Service, Inc. | $1.71M | $2.20M | $3.91M | 0.8% | $4.68M | Industrials |
| BDX Becton, Dickinson and Company | $1.12M | $2.23M | $3.35M | 0.8% | $3.37M | Healthcare |
| GE GE Aerospace | $2.14M | $363,793 | $2.50M | 0.1% | $3.07M | Industrials |
| RTX RTX Corporation | $1.65M | $380,978 | $2.03M | 0.1% | $2.04M | Industrials |
| TMO Thermo Fisher Scientific Inc | $609,989 | $322,444 | $932,433 | 0.1% | $1.01M | Healthcare |
Largest Shared Position
Microsoft Corporation (MSFT) represents the largest overlapping position between Mairs & Power Growth Fund and Hillman Value Fund 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 $723.02M, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.04B | ADBE, CRM, FI, MSFT, ORCL, TSM |
| Communication Services | $673.85M | DIS, GOOG, GOOGL, VZ |
| Healthcare | $229.10M | BAX, BDX, BMY, PFE, TMO, UNH, ZBH |
| Other | $44.71M | EFA, IVV, MDT |
| Financial Services | $34.02M | USB |
| Consumer Defensive | $27.27M | HSY, KHC |
| Industrials | $13.40M | BA, GE, RTX, UPS |
| Consumer Cyclical | $7.60M | NKE |
Consensus Smart Money Signals
Shared holdings between Mairs & Power Growth Fund and Hillman 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: MSFT ($723.02M combined).
- Highest average portfolio weight in overlap: MSFT (5.1% conviction score).
- Largest estimated mark-to-market gain since filing: UNH ($116.39M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Mairs & Power Growth Fund and Hillman Value Fund decreased between Q4 2001 and Q1 2001, with 28 shared holdings in the latest period ($2.07B combined reported value) versus 30 in the prior period ($2.51B).
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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