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.

Investor AInvestor B

Mairs & Power Growth Fund & Kahn Brothers Group Portfolio Overlap

Shared 13F holdings between Mairs & Power Growth Fund and Kahn Brothers Group based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Minimal overlap

Shared Holdings

17 shared positions across both portfolios (239 holdings for Mairs & Power Growth Fund, 47 for Kahn Brothers Group).

Stock	Mairs & Power Growth Fund value	Kahn Brothers Group value	Combined value	Conviction	Est. current value	Sector
MSFT Microsoft Corporation	$719.01M	$774,395	$719.79M	3.8%	$820.42M	Technology
GOOG Alphabet Inc.	$462.31M	$35.01M	$497.31M	5.5%	$681.87M	Communication Services
JPM JP Morgan Chase & Co.	$310.10M	$828,942	$310.93M	1.7%	$314.79M	Financial Services
AAPL Apple Inc.	$306.68M	$784,718	$307.46M	1.6%	$363.73M	Technology
VZ Verizon Communications Inc.	$166.43M	$285,236	$166.72M	0.9%	$154.00M	Communication Services
DIS Walt Disney Company (The)	$23.12M	$36.52M	$59.64M	3.4%	$63.56M	Communication Services
PG Procter & Gamble Company (The)	$35.16M	$267,502	$35.43M	0.2%	$34.72M	Consumer Defensive
MRK Merck & Company, Inc.	$6.06M	$27.34M	$33.40M	2.5%	$30.92M	Healthcare
BP BP p.l.c.	$263,670	$29.25M	$29.51M	2.6%	$27.85M	Energy
XOM Exxon Mobil Corporation	$14.17M	$3.10M	$17.27M	0.3%	$16.07M	Energy
PFE Pfizer, Inc.	$2.02M	$13.61M	$15.63M	1.2%	$14.10M	Healthcare
BMY Bristol-Myers Squibb Company	$1.47M	$10.33M	$11.80M	0.9%	$11.09M	Healthcare
CVX Chevron Corporation	$8.07M	$404,075	$8.48M	0.1%	$7.83M	Energy
PEP Pepsico, Inc.	$1.39M	$279,522	$1.67M	0.0%	$1.61M	Consumer Defensive
BAC Bank of America Corporation	$1.06M	$461,126	$1.52M	0.0%	$1.55M	Financial Services
IBM International Business Machines	$883,996	$297,654	$1.18M	0.0%	$1.07M	Technology
SEIC SEI Investments Company	$258,951	$517,588	$776,539	0.0%	$896,380	Financial Services

Largest Shared Position

Microsoft Corporation (MSFT) represents the largest overlapping position between Mairs & Power Growth Fund and Kahn Brothers Group 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 $719.79M, reflecting overlapping institutional exposure to Microsoft Corporation.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Technology	$1.03B	AAPL, IBM, MSFT
Communication Services	$723.67M	DIS, GOOG, VZ
Financial Services	$313.23M	BAC, JPM, SEIC
Healthcare	$60.83M	BMY, MRK, PFE
Energy	$55.25M	BP, CVX, XOM
Consumer Defensive	$37.10M	PEP, PG

Consensus Smart Money Signals

Shared holdings between Mairs & Power Growth Fund and Kahn Brothers Group 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 ($719.79M combined).
Highest average portfolio weight in overlap: GOOG (5.5% conviction score).
Largest estimated mark-to-market gain since filing: GOOG ($184.56M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Mairs & Power Growth Fund and Kahn Brothers Group decreased between Q4 2001 and Q1 2001, with 17 shared holdings in the latest period ($2.22B combined reported value) versus 20 in the prior period ($3.62B).

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