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 & Lountzis Asset Management Portfolio Overlap
Shared 13F holdings between Mairs & Power Growth Fund and Lountzis Asset Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
34
Limited overlap
Shared Holdings
29 shared positions across both portfolios (239 holdings for Mairs & Power Growth Fund, 52 for Lountzis Asset Management).
| Stock | Mairs & Power Growth Fund value | Lountzis Asset Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $719.01M | $488,254 | $719.50M | 3.8% | $759.00M | Technology |
| GOOG Alphabet Inc. | $462.31M | $1.49M | $463.80M | 2.6% | $575.88M | Communication Services |
| JPM JP Morgan Chase & Co. | $310.10M | $328,283 | $310.43M | 1.7% | $352.97M | Financial Services |
| AAPL Apple Inc. | $306.68M | $433,727 | $307.11M | 1.7% | $373.48M | Technology |
| LLY Eli Lilly and Company | $300.13M | $286,968 | $300.41M | 1.6% | $396.48M | Healthcare |
| V Visa Inc. | $254.16M | $247,886 | $254.41M | 1.4% | $304.82M | Financial Services |
| UNH UnitedHealth Group Incorporated | $200.53M | $2.89M | $203.42M | 1.6% | $319.77M | Healthcare |
| META Meta Platforms, Inc. | $185.73M | $519,494 | $186.25M | 1.0% | $189.75M | Communication Services |
| JNJ Johnson & Johnson | $141.19M | $664,876 | $141.85M | 0.8% | $152.64M | Healthcare |
| WFC Wells Fargo & Company | $108.74M | $19.51M | $128.24M | 4.1% | $137.75M | Financial Services |
| BRK-B Berkshire Hathaway Inc. New | $11.47M | $64.36M | $75.83M | 11.9% | — | Financial Services |
| ABT Abbott Laboratories | $74.11M | $762,838 | $74.87M | 0.5% | $69.57M | Healthcare |
| AMAT Applied Materials, Inc. | $3.87M | $40.68M | $44.55M | 7.5% | $78.60M | Technology |
| USB U.S. Bancorp | $31.28M | $13.04M | $44.32M | 2.6% | $52.45M | Financial Services |
| ZTS Zoetis Inc. | $35.83M | $5.03M | $40.86M | 1.1% | $25.85M | Healthcare |
| GOOGL Alphabet Inc. | $16.04M | $13.83M | $29.87M | 2.6% | $37.38M | Communication Services |
| SCHW Charles Schwab Corporation (The | $23.28M | $455,333 | $23.74M | 0.2% | $24.50M | Financial Services |
| ORCL Oracle Corporation | $4.52M | $13.65M | $18.17M | 2.5% | $17.32M | Technology |
| XOM Exxon Mobil Corporation | $14.17M | $944,497 | $15.12M | 0.2% | $12.21M | Energy |
| ABBV AbbVie Inc. | $9.86M | $763,607 | $10.62M | 0.2% | $12.75M | Healthcare |
| VOO Vanguard S&P 500 ETF | $8.88M | $611,891 | $9.50M | 0.2% | $10.88M | — |
| PEP Pepsico, Inc. | $1.39M | $5.91M | $7.31M | 1.1% | $6.79M | Consumer Defensive |
| LOW Lowe's Companies, Inc. | $1.62M | $4.04M | $5.66M | 0.7% | $5.45M | Consumer Cyclical |
| BRK-A Berkshire Hathaway Inc. | $3.59M | $718,140 | $4.31M | 0.2% | — | Financial Services |
| BK The Bank of New York Mellon Cor | $698,493 | $1.04M | $1.74M | 0.2% | $2.01M | Financial Services |
| IBM International Business Machines | $883,996 | $363,585 | $1.25M | 0.1% | $1.49M | Technology |
| TJX TJX Companies, Inc. (The) | $529,406 | $221,344 | $750,750 | 0.0% | $725,176 | Consumer Cyclical |
| PM Philip Morris International Inc | $419,468 | $253,885 | $673,353 | 0.0% | $739,834 | Consumer Defensive |
| MA Mastercard Incorporated | $259,823 | $249,830 | $509,653 | 0.0% | $550,178 | Financial Services |
Largest Shared Position
Microsoft Corporation (MSFT) represents the largest overlapping position between Mairs & Power Growth Fund and Lountzis Asset Management 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 $719.50M, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.09B | AAPL, AMAT, IBM, MSFT, ORCL |
| Financial Services | $843.52M | BK, BRK-A, BRK-B, JPM, MA, SCHW, USB, V, WFC |
| Healthcare | $772.03M | ABBV, ABT, JNJ, LLY, UNH, ZTS |
| Communication Services | $679.91M | GOOG, GOOGL, META |
| Energy | $15.12M | XOM |
| Other | $9.50M | VOO |
| Consumer Defensive | $7.98M | PEP, PM |
| Consumer Cyclical | $6.41M | LOW, TJX |
Consensus Smart Money Signals
Shared holdings between Mairs & Power Growth Fund and Lountzis Asset Management 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 ($719.50M combined).
- Highest average portfolio weight in overlap: BRK-B (11.9% conviction score).
- Largest estimated mark-to-market gain since filing: UNH ($116.35M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Mairs & Power Growth Fund and Lountzis Asset Management was unchanged between Q4 2001 and Q1 2001, with 29 shared holdings in the latest period ($3.43B combined reported value) versus 29 in the prior period ($4.11B).
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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