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 & Parnassus Endeavor Fund Portfolio Overlap
Shared 13F holdings between Mairs & Power Growth Fund and Parnassus Endeavor Fund based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
95
Extremely high shared conviction
Shared Holdings
47 shared positions across both portfolios (239 holdings for Mairs & Power Growth Fund, 131 for Parnassus Endeavor Fund).
| Stock | Mairs & Power Growth Fund value | Parnassus Endeavor Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $830.38M | $1.65B | $2.48B | 6.7% | $3.00B | Technology |
| MSFT Microsoft Corporation | $719.01M | $1.55B | $2.27B | 6.0% | $2.36B | Technology |
| AMZN Amazon.com, Inc. | $542.11M | $1.53B | $2.08B | 5.0% | $2.45B | Consumer Cyclical |
| GOOGL Alphabet Inc. | $16.04M | $1.85B | $1.87B | 2.8% | $2.32B | Communication Services |
| AAPL Apple Inc. | $306.68M | $1.19B | $1.49B | 3.3% | $1.86B | Technology |
| WM Waste Management, Inc. | $91.51M | $1.14B | $1.24B | 2.2% | $1.26B | Industrials |
| LLY Eli Lilly and Company | $300.13M | $860.41M | $1.16B | 2.8% | $1.50B | Healthcare |
| DE Deere & Company | $322,208 | $1.06B | $1.06B | 1.6% | $1.11B | Industrials |
| AMAT Applied Materials, Inc. | $3.87M | $1.02B | $1.02B | 1.5% | $1.80B | Technology |
| MA Mastercard Incorporated | $259,823 | $846.91M | $847.17M | 1.2% | $893.09M | Financial Services |
| DHR Danaher Corporation | $215,196 | $753.63M | $753.84M | 1.1% | $791.42M | Healthcare |
| TMO Thermo Fisher Scientific Inc | $609,989 | $739.58M | $740.19M | 1.1% | $793.68M | Healthcare |
| BAC Bank of America Corporation | $1.06M | $721.93M | $722.99M | 1.1% | $884.94M | Financial Services |
| AVGO Broadcom Inc. | $1.09M | $706.17M | $707.26M | 1.0% | $913.97M | Technology |
| HD Home Depot, Inc. (The) | $50.45M | $645.67M | $696.12M | 1.2% | $726.62M | Consumer Cyclical |
| COST Costco Wholesale Corporation | $2.95M | $673.09M | $676.04M | 1.0% | $621.65M | Consumer Defensive |
| SYK Stryker Corporation | $1.37M | $669.53M | $670.89M | 1.0% | $673.32M | Healthcare |
| AMD Advanced Micro Devices, Inc. | $392,620 | $550.05M | $550.44M | 0.8% | $1.51B | Technology |
| BSX Boston Scientific Corporation | $638,544 | $502.24M | $502.88M | 0.7% | $358.79M | Healthcare |
| SHW Sherwin-Williams Company (The) | $140.32M | $340.88M | $481.21M | 1.2% | $501.38M | Basic Materials |
| JPM JP Morgan Chase & Co. | $310.10M | $169.06M | $479.17M | 1.8% | $548.09M | Financial Services |
| PG Procter & Gamble Company (The) | $35.16M | $382.33M | $417.48M | 0.7% | $425.00M | Consumer Defensive |
| MMC Marsh & McLennan Companies, Inc | $225,485 | $383.40M | $383.63M | 0.6% | — | Financial Services |
| CRM Salesforce, Inc. | $9.33M | $363.95M | $373.28M | 0.6% | $326.59M | Technology |
| V Visa Inc. | $254.16M | $96.28M | $350.44M | 1.4% | $404.62M | Financial Services |
| VZ Verizon Communications Inc. | $166.43M | $159.74M | $326.18M | 1.1% | $273.68M | Communication Services |
| ORCL Oracle Corporation | $4.52M | $315.80M | $320.32M | 0.5% | $306.23M | Technology |
| TSM Taiwan Semiconductor Manufactur | $164.33M | $130.75M | $295.08M | 1.0% | $379.04M | Technology |
| BK The Bank of New York Mellon Cor | $698,493 | $273.72M | $274.42M | 0.4% | $317.28M | Financial Services |
| UNH UnitedHealth Group Incorporated | $200.53M | $54.15M | $254.68M | 1.1% | $399.66M | Healthcare |
| META Meta Platforms, Inc. | $185.73M | $2.22M | $187.95M | 1.0% | $219.84M | Communication Services |
| CMI Cummins Inc. | $284,075 | $152.62M | $152.91M | 0.2% | $192.10M | Industrials |
| SCHW Charles Schwab Corporation (The | $23.28M | $120.74M | $144.02M | 0.3% | $158.03M | Financial Services |
| ABT Abbott Laboratories | $74.11M | $65.64M | $139.75M | 0.5% | $127.85M | Healthcare |
| ROK Rockwell Automation, Inc. | $101.76M | $22.61M | $124.37M | 0.6% | $163.62M | Industrials |
| SYY Sysco Corporation | $7.08M | $112.91M | $120.00M | 0.2% | $141.02M | Consumer Defensive |
| UNP Union Pacific Corporation | $1.02M | $111.42M | $112.44M | 0.2% | $132.99M | Industrials |
| WMT Walmart Inc. | $1.95M | $89.53M | $91.48M | 0.1% | $83.84M | Consumer Defensive |
| MU Micron Technology, Inc. | $234,123 | $82.90M | $83.13M | 0.1% | $240.98M | Technology |
| XYL Xylem Inc. | $1.68M | $63.95M | $65.63M | 0.1% | $66.58M | Industrials |
| INTC Intel Corporation | $632,515 | $56.11M | $56.74M | 0.1% | $141.23M | Technology |
| G7S00T104 Pentair | $5.02M | $47.68M | $52.69M | 0.1% | — | — |
| ISRG Intuitive Surgical, Inc. | $46.05M | $2.08M | $48.13M | 0.2% | $42.47M | Healthcare |
| IDXX IDEXX Laboratories, Inc. | $1.17M | $18.38M | $19.55M | 0.0% | $19.61M | Healthcare |
| TT Trane Technologies | $457,164 | $16.41M | $16.86M | 0.0% | $19.41M | — |
| GEV GE Vernova Inc. | $738,473 | $4.65M | $5.39M | 0.0% | $6.74M | Utilities |
| CB Chubb Limited | $794,943 | $318,108 | $1.11M | 0.0% | $1.19M | Financial Services |
Largest Shared Position
NVIDIA Corporation (NVDA) represents the largest overlapping position between Mairs & Power Growth Fund and Parnassus Endeavor 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 $2.48B, reflecting overlapping institutional exposure to NVIDIA Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $9.65B | AAPL, AMAT, AMD, AVGO, CRM, INTC, MSFT, MU, NVDA, ORCL, TSM |
| Healthcare | $4.29B | ABT, BSX, DHR, IDXX, ISRG, LLY, SYK, TMO, UNH |
| Financial Services | $3.20B | BAC, BK, CB, JPM, MA, MMC, SCHW, V |
| Consumer Cyclical | $2.77B | AMZN, HD |
| Industrials | $2.76B | CMI, DE, ROK, UNP, WM, XYL |
| Communication Services | $2.38B | GOOGL, META, VZ |
| Consumer Defensive | $1.31B | COST, PG, SYY, WMT |
| Basic Materials | $481.21M | SHW |
| Other | $69.56M | G7S00T104, TT |
| Utilities | $5.39M | GEV |
Consensus Smart Money Signals
Shared holdings between Mairs & Power Growth Fund and Parnassus Endeavor 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 ($2.48B combined).
- Highest average portfolio weight in overlap: NVDA (6.7% conviction score).
- Largest estimated mark-to-market gain since filing: AMD ($959.10M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Mairs & Power Growth Fund and Parnassus Endeavor Fund increased between Q4 2001 and Q1 2001, with 47 shared holdings in the latest period ($26.92B combined reported value) versus 45 in the prior period ($30.72B).
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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