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 March 31, 2026).
Overlap Score
52
Moderate overlap
Shared Holdings
26 shared positions across both portfolios (239 holdings for Mairs & Power Growth Fund, 60 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. | $542.11M | $2.45B | $2.99B | 6.9% | $3.47B | Consumer Cyclical |
| COP ConocoPhillips | $3.44M | $2.50B | $2.50B | 4.2% | $1.95B | Energy |
| MSFT Microsoft Corporation | $719.01M | $1.48B | $2.20B | 6.2% | $2.29B | Technology |
| TSM Taiwan Semiconductor Manufactur | $164.33M | $1.65B | $1.81B | 3.6% | $2.38B | Technology |
| UNH UnitedHealth Group Incorporated | $200.53M | $1.59B | $1.79B | 3.7% | $2.82B | Healthcare |
| GOOG Alphabet Inc. | $462.31M | $1.32B | $1.78B | 4.6% | $2.22B | Communication Services |
| DHR Danaher Corporation | $215,196 | $1.25B | $1.25B | 2.1% | $1.27B | Healthcare |
| META Meta Platforms, Inc. | $185.73M | $752.69M | $938.42M | 2.2% | $1.01B | Communication Services |
| WWD Woodward, Inc. | $5.01M | $882.04M | $887.05M | 1.5% | $1.04B | Industrials |
| SHEL Shell PLC | $756,276 | $493.71M | $494.47M | 0.8% | $407.11M | Energy |
| MA Mastercard Incorporated | $259,823 | $312.06M | $312.32M | 0.5% | $326.56M | Financial Services |
| JPM JP Morgan Chase & Co. | $310.10M | $326,223 | $310.43M | 1.6% | $352.55M | Financial Services |
| GOOGL Alphabet Inc. | $16.04M | $275.56M | $291.59M | 0.5% | $366.28M | Communication Services |
| V Visa Inc. | $254.16M | $1.11M | $255.27M | 1.3% | $296.52M | Financial Services |
| ECL Ecolab Inc. | $202.66M | $5.97M | $208.63M | 1.1% | $218.31M | Basic Materials |
| WFC Wells Fargo & Company | $108.74M | $6.92M | $115.66M | 0.6% | $124.86M | Financial Services |
| TRV The Travelers Companies, Inc. | $41.54M | $2.01M | $43.55M | 0.2% | $49.96M | Financial Services |
| SPY SPDR S&P 500 | $17.68M | $18.39M | $36.07M | 0.1% | $41.36M | — |
| BRK-B Berkshire Hathaway Inc. New | $11.47M | $24.35M | $35.82M | 0.1% | — | Financial Services |
| BIL SPDR Bloomberg 1-3 Month T-Bill | $640,105 | $24.07M | $24.71M | 0.0% | $24.64M | — |
| GEV GE Vernova Inc. | $738,473 | $21.30M | $22.04M | 0.0% | $28.64M | Utilities |
| GE GE Aerospace | $2.14M | $11.61M | $13.74M | 0.0% | $18.16M | Industrials |
| VOO Vanguard S&P 500 ETF | $8.88M | $455,143 | $9.34M | 0.0% | $10.71M | — |
| ORCL Oracle Corporation | $4.52M | $2.94M | $7.46M | 0.0% | $7.23M | Technology |
| IWD iShares Russell 1000 Value ETF | $547,423 | $1.66M | $2.21M | 0.0% | $2.52M | — |
| IBM International Business Machines | $883,996 | $654,453 | $1.54M | 0.0% | $1.82M | 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 March 31, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $2.99B, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $4.02B | IBM, MSFT, ORCL, TSM |
| Healthcare | $3.03B | DHR, UNH |
| Communication Services | $3.01B | GOOG, GOOGL, META |
| Energy | $2.99B | COP, SHEL |
| Consumer Cyclical | $2.99B | AMZN |
| Financial Services | $1.07B | BRK-B, JPM, MA, TRV, V, WFC |
| Industrials | $900.79M | GE, WWD |
| Basic Materials | $208.63M | ECL |
| Other | $72.32M | BIL, IWD, SPY, VOO |
| Utilities | $22.04M | 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 ($2.99B combined).
- Highest average portfolio weight in overlap: AMZN (6.9% conviction score).
- Largest estimated mark-to-market gain since filing: UNH ($1.03B 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 Q4 2001 and Q1 2001, with 26 shared holdings in the latest period ($18.33B combined reported value) versus 25 in the prior period ($20.12B).
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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