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 & Eagle Capital Management Portfolio Overlap
Shared 13F holdings between Mairs & Power Growth Fund and Eagle Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
56
Moderate overlap
Shared Holdings
28 shared positions across both portfolios (246 holdings for Mairs & Power Growth Fund, 56 for Eagle Capital Management).
| Stock | Mairs & Power Growth Fund value | Eagle Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $619.55M | $2.71B | $3.33B | 7.0% | $3.67B | Consumer Cyclical |
| UNH UnitedHealth Group Incorporated | $232.73M | $2.40B | $2.63B | 4.7% | $2.54B | Healthcare |
| TSM Taiwan Semiconductor Manufactur | $227.44M | $2.11B | $2.34B | 4.3% | $2.09B | Technology |
| MSFT Microsoft Corporation | $727.66M | $1.39B | $2.11B | 5.5% | $2.81B | Technology |
| GOOG Alphabet Inc. | $594.81M | $1.43B | $2.02B | 4.9% | $1.96B | Communication Services |
| COP ConocoPhillips | $2.69M | $1.82B | $1.82B | 2.8% | $2.22B | Energy |
| DHR Danaher Corporation | $217,528 | $1.78B | $1.78B | 2.7% | $1.90B | Healthcare |
| MA Mastercard Incorporated | $202,872 | $1.38B | $1.38B | 2.1% | $1.53B | Financial Services |
| AJG Arthur J. Gallagher & Co. | $71.52M | $1.12B | $1.19B | 2.0% | $1.31B | Financial Services |
| META Meta Platforms, Inc. | $187.50M | $726.51M | $914.02M | 2.0% | $957.11M | Communication Services |
| GOOGL Alphabet Inc. | $19.34M | $299.67M | $319.01M | 0.5% | $308.77M | Communication Services |
| JPM JP Morgan Chase & Co. | $302.31M | $363,009 | $302.67M | 1.4% | $335.50M | Financial Services |
| V Visa Inc. | $292.33M | $397,984 | $292.73M | 1.4% | $310.70M | Financial Services |
| ECL Ecolab Inc. | $216.63M | $6.25M | $222.88M | 1.0% | $220.88M | Basic Materials |
| WFC Wells Fargo & Company | $72.08M | $5.63M | $77.71M | 0.3% | $83.52M | Financial Services |
| SPY SPDR S&P 500 | $6.18M | $48.57M | $54.75M | 0.1% | $56.92M | — |
| TRV The Travelers Companies, Inc. | $51.66M | $2.28M | $53.94M | 0.2% | $60.51M | Financial Services |
| BRK-B Berkshire Hathaway Inc. New | $11.80M | $16.62M | $28.43M | 0.1% | $28.63M | Financial Services |
| GEV GE Vernova Inc. | $993,932 | $22.46M | $23.45M | 0.0% | $21.22M | Utilities |
| WWD Woodward, Inc. | $5.96M | $15.12M | $21.08M | 0.1% | $18.36M | Industrials |
| MS Morgan Stanley | $216,565 | $15.99M | $16.21M | 0.0% | $16.85M | Financial Services |
| GE GE Aerospace | $2.81M | $12.64M | $15.45M | 0.0% | $15.23M | Industrials |
| SHEL Shell PLC | $630,555 | $10.16M | $10.79M | 0.0% | $12.59M | Energy |
| VOO Vanguard S&P 500 ETF | $8.31M | $1.17M | $9.48M | 0.0% | $9.85M | — |
| IWD iShares Russell 1000 Value ETF | $621,106 | $6.44M | $7.06M | 0.0% | $7.53M | — |
| BIL SPDR Bloomberg 1-3 Month T-Bill | $790,578 | $5.79M | $6.58M | 0.0% | $6.57M | — |
| ORCL Oracle Corporation | $2.00M | $2.93M | $4.93M | 0.0% | $5.06M | Technology |
| IBM International Business Machines | $1.03M | $759,267 | $1.78M | 0.0% | $1.49M | Technology |
Largest Shared Position
Amazon.com, Inc. (AMZN) represents the largest overlapping position between Mairs & Power Growth Fund and Eagle Capital Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $3.33B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $4.46B | IBM, MSFT, ORCL, TSM |
| Healthcare | $4.42B | DHR, UNH |
| Financial Services | $3.34B | AJG, BRK-B, JPM, MA, MS, TRV, V, WFC |
| Consumer Cyclical | $3.33B | AMZN |
| Communication Services | $3.25B | GOOG, GOOGL, META |
| Energy | $1.83B | COP, SHEL |
| Basic Materials | $222.88M | ECL |
| Other | $77.88M | BIL, IWD, SPY, VOO |
| Industrials | $36.53M | GE, WWD |
| Utilities | $23.45M | GEV |
Consensus Smart Money Signals
Shared holdings between Mairs & Power Growth Fund and Eagle Capital 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: AMZN ($3.33B combined).
- Highest average portfolio weight in overlap: AMZN (7.0% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($693.68M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Mairs & Power Growth Fund and Eagle Capital Management increased between Q1 2001 and Q2 2001, with 28 shared holdings in the latest period ($20.99B combined reported value) versus 26 in the prior period ($18.33B).
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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