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
33
Limited overlap
Shared Holdings
25 shared positions across both portfolios (246 holdings for Mairs & Power Growth Fund, 50 for Eagle Capital Management).
| Stock | Mairs & Power Growth Fund value | Eagle Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $941.98M | $2,746 | $941.98M | 4.8% | $1.06B | Technology |
| MSFT Microsoft Corporation | $727.66M | $7,947 | $727.67M | 4.7% | $976.95M | Technology |
| AMZN Amazon.com, Inc. | $619.55M | $9,441 | $619.56M | 4.5% | $693.15M | Consumer Cyclical |
| AAPL Apple Inc. | $329.42M | $14,302 | $329.44M | 4.0% | $363.41M | Technology |
| JPM JP Morgan Chase & Co. | $302.31M | $6,976 | $302.31M | 2.6% | $342.83M | Financial Services |
| V Visa Inc. | $292.33M | $7,011 | $292.34M | 2.5% | $317.72M | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $227.44M | $7,185 | $227.45M | 2.3% | $209.46M | Technology |
| JNJ Johnson & Johnson | $107.43M | $260 | $107.43M | 0.5% | $110.40M | Healthcare |
| HD Home Depot, Inc. (The) | $53.77M | $6,062 | $53.77M | 1.3% | $57.48M | Consumer Cyclical |
| AXP American Express Company | $49.25M | $2,281 | $49.26M | 0.6% | $52.18M | Financial Services |
| GOOGL Alphabet Inc. | $19.34M | $15,174 | $19.36M | 2.7% | $33.41M | Communication Services |
| CAT Caterpillar, Inc. | $19.28M | $777 | $19.28M | 0.2% | $16.13M | Industrials |
| BRK-B Berkshire Hathaway Inc. New | $11.80M | $5,565 | $11.81M | 1.0% | $17.50M | Financial Services |
| XOM Exxon Mobil Corporation | $11.18M | $360 | $11.18M | 0.1% | $13.52M | Energy |
| IVV iShares Core S&P 500 ETF | $7.98M | $362 | $7.98M | 0.1% | $8.69M | — |
| AMAT Applied Materials, Inc. | $7.96M | $14,411 | $7.97M | 2.5% | $15.69M | Technology |
| CVX Chevron Corporation | $6.82M | $5,450 | $6.83M | 1.0% | $14.80M | Energy |
| SPY SPDR S&P 500 | $6.18M | $28,480 | $6.21M | 4.9% | $36.04M | — |
| CSCO Cisco Systems, Inc. | $2.32M | $531 | $2.32M | 0.1% | $2.71M | Technology |
| WMT Walmart Inc. | $1.79M | $472 | $1.79M | 0.1% | $2.30M | Consumer Defensive |
| PFE Pfizer, Inc. | $1.63M | $3,048 | $1.63M | 0.5% | $5.20M | Healthcare |
| AVGO Broadcom Inc. | $1.38M | $19,969 | $1.40M | 3.4% | $22.21M | Technology |
| QQQ Invesco QQQ Trust, Series 1 | $1.30M | $25,795 | $1.33M | 4.4% | $26.90M | — |
| GLD SPDR Gold Trust | $1.29M | $775 | $1.30M | 0.1% | $2.26M | — |
| PEP Pepsico, Inc. | $1.24M | $2,702 | $1.24M | 0.5% | $4.10M | Consumer Defensive |
Largest Shared Position
NVIDIA Corporation (NVDA) 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 NVDA positions reported by both investment firms is approximately $941.98M, reflecting overlapping institutional exposure to NVIDIA Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $2.24B | AAPL, AMAT, AVGO, CSCO, MSFT, NVDA, TSM |
| Consumer Cyclical | $673.33M | AMZN, HD |
| Financial Services | $655.71M | AXP, BRK-B, JPM, V |
| Healthcare | $109.06M | JNJ, PFE |
| Communication Services | $19.36M | GOOGL |
| Industrials | $19.28M | CAT |
| Energy | $18.01M | CVX, XOM |
| Other | $16.81M | GLD, IVV, QQQ, SPY |
| Consumer Defensive | $3.03M | PEP, WMT |
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: NVDA ($941.98M combined).
- Highest average portfolio weight in overlap: SPY (4.9% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($249.28M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Mairs & Power Growth Fund and Eagle Capital Management was unchanged between Q1 2001 and Q2 2001, with 25 shared holdings in the latest period ($3.75B combined reported value) versus 25 in the prior period ($3.46B).
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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