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 June 30, 2026).
Overlap Score
94
Extremely high shared conviction
Shared Holdings
49 shared positions across both portfolios (246 holdings for Mairs & Power Growth Fund, 130 for Parnassus Endeavor Fund).
| Stock | Mairs & Power Growth Fund value | Parnassus Endeavor Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $941.98M | $1.69B | $2.63B | 6.6% | $2.83B | Technology |
| MSFT Microsoft Corporation | $727.66M | $1.75B | $2.48B | 5.7% | $3.21B | Technology |
| AMZN Amazon.com, Inc. | $619.55M | $1.65B | $2.26B | 5.1% | $2.46B | Consumer Cyclical |
| GOOGL Alphabet Inc. | $19.34M | $1.96B | $1.98B | 2.7% | $1.91B | Communication Services |
| AMAT Applied Materials, Inc. | $7.96M | $1.83B | $1.84B | 2.5% | $1.25B | Technology |
| AAPL Apple Inc. | $329.42M | $1.25B | $1.58B | 3.2% | $1.69B | Technology |
| AMD Advanced Micro Devices, Inc. | $957,340 | $1.35B | $1.35B | 1.8% | $1.10B | Technology |
| WM Waste Management, Inc. | $131.73M | $1.07B | $1.20B | 2.0% | $1.21B | Industrials |
| DE Deere & Company | $353,322 | $1.04B | $1.04B | 1.4% | $1.06B | Industrials |
| LLY Eli Lilly and Company | $386.37M | $630.26M | $1.02B | 2.6% | $1.06B | Healthcare |
| TMO Thermo Fisher Scientific Inc | $622,188 | $822.02M | $822.65M | 1.1% | $1.03B | Healthcare |
| MA Mastercard Incorporated | $202,872 | $811.63M | $811.83M | 1.1% | $917.79M | Financial Services |
| AVGO Broadcom Inc. | $1.38M | $798.96M | $800.35M | 1.1% | $780.64M | Technology |
| BAC Bank of America Corporation | $1.06M | $775.14M | $776.20M | 1.0% | $840.36M | Financial Services |
| HD Home Depot, Inc. (The) | $53.77M | $651.70M | $705.47M | 1.1% | $671.32M | Consumer Cyclical |
| DHR Danaher Corporation | $217,528 | $699.86M | $700.08M | 0.9% | $804.35M | Healthcare |
| SYK Stryker Corporation | $1.28M | $605.91M | $607.20M | 0.8% | $635.37M | Healthcare |
| COST Costco Wholesale Corporation | $2.77M | $584.72M | $587.49M | 0.8% | $595.19M | Consumer Defensive |
| SHW Sherwin-Williams Company (The) | $151.70M | $403.96M | $555.66M | 1.2% | $559.32M | Basic Materials |
| GEV GE Vernova Inc. | $993,932 | $530.90M | $531.89M | 0.7% | $433.19M | Utilities |
| JPM JP Morgan Chase & Co. | $302.31M | $184.19M | $486.49M | 1.6% | $522.54M | Financial Services |
| V Visa Inc. | $292.33M | $106.95M | $399.28M | 1.5% | $431.81M | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $227.44M | $171.78M | $399.22M | 1.3% | $350.22M | Technology |
| PG Procter & Gamble Company (The) | $35.99M | $359.02M | $395.01M | 0.6% | $389.73M | Consumer Defensive |
| MMC Marsh & McLennan Companies, Inc | $200,004 | $341.28M | $341.48M | 0.5% | — | Financial Services |
| UNH UnitedHealth Group Incorporated | $232.73M | $81.50M | $314.24M | 1.2% | $294.94M | Healthcare |
| ORCL Oracle Corporation | $2.00M | $304.15M | $306.15M | 0.4% | $305.98M | Technology |
| BK The Bank of New York Mellon Cor | $851,464 | $301.92M | $302.78M | 0.4% | $287.18M | Financial Services |
| VZ Verizon Communications Inc. | $139.38M | $137.06M | $276.44M | 0.8% | $322.86M | Communication Services |
| META Meta Platforms, Inc. | $187.50M | $5.45M | $192.96M | 0.9% | $188.37M | Communication Services |
| ROK Rockwell Automation, Inc. | $127.64M | $30.17M | $157.81M | 0.6% | $139.32M | Industrials |
| MU Micron Technology, Inc. | $473,259 | $153.15M | $153.63M | 0.2% | $128.67M | Technology |
| KO Coca-Cola Company (The) | $1.91M | $149.94M | $151.84M | 0.2% | $170.21M | Consumer Defensive |
| CMI Cummins Inc. | $376,575 | $148.76M | $149.13M | 0.2% | $122.88M | Industrials |
| SYY Sysco Corporation | $4.06M | $134.96M | $139.02M | 0.2% | $139.89M | Consumer Defensive |
| SCHW Charles Schwab Corporation (The | $19.96M | $116.11M | $136.07M | 0.2% | $165.61M | Financial Services |
| INTC Intel Corporation | $2.03M | $124.75M | $126.78M | 0.2% | $81.78M | Technology |
| ABT Abbott Laboratories | $66.18M | $59.04M | $125.22M | 0.4% | $160.96M | Healthcare |
| UNP Union Pacific Corporation | $928,880 | $122.37M | $123.29M | 0.2% | $139.64M | Industrials |
| CME CME Group Inc. | $43.19M | $76.28M | $119.47M | 0.3% | $148.77M | Financial Services |
| XYL Xylem Inc. | $1.83M | $81.59M | $83.42M | 0.1% | $80.04M | Industrials |
| WMT Walmart Inc. | $1.79M | $79.78M | $81.57M | 0.1% | $74.69M | Consumer Defensive |
| LRCX Lam Research | $331,497 | $80.39M | $80.72M | 0.1% | $58.49M | — |
| ISRG Intuitive Surgical, Inc. | $58.24M | $1.87M | $60.11M | 0.3% | $57.26M | Healthcare |
| BSX Boston Scientific Corporation | $423,130 | $50.14M | $50.56M | 0.1% | $59.67M | Healthcare |
| G7S00T104 Pentair | $4.37M | $40.59M | $44.96M | 0.1% | — | — |
| TT Trane Technologies | $493,125 | $18.77M | $19.27M | 0.0% | $17.79M | — |
| IDXX IDEXX Laboratories, Inc. | $1.09M | $15.47M | $16.56M | 0.0% | $17.52M | Healthcare |
| CB Chubb Limited | $836,857 | $334,947 | $1.17M | 0.0% | $1.17M | 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 June 30, 2026. The combined disclosed value of NVDA positions reported by both investment firms is approximately $2.63B, reflecting overlapping institutional exposure to NVIDIA Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $11.67B | AAPL, AMAT, AMD, AVGO, INTC, MSFT, MU, NVDA, ORCL, TSM |
| Healthcare | $3.71B | ABT, BSX, DHR, IDXX, ISRG, LLY, SYK, TMO, UNH |
| Financial Services | $3.37B | BAC, BK, CB, CME, JPM, MA, MMC, SCHW, V |
| Consumer Cyclical | $2.97B | AMZN, HD |
| Industrials | $2.75B | CMI, DE, ROK, UNP, WM, XYL |
| Communication Services | $2.45B | GOOGL, META, VZ |
| Consumer Defensive | $1.35B | COST, KO, PG, SYY, WMT |
| Basic Materials | $555.66M | SHW |
| Utilities | $531.89M | GEV |
| Other | $144.95M | G7S00T104, LRCX, TT |
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 ($2.63B combined).
- Highest average portfolio weight in overlap: NVDA (6.6% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($731.43M 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 Q1 2001 and Q2 2001, with 49 shared holdings in the latest period ($29.52B combined reported value) versus 47 in the prior period ($26.92B).
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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