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 & Gardner Russo & Quinn Portfolio Overlap
Shared 13F holdings between Mairs & Power Growth Fund and Gardner Russo & Quinn based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
45
Moderate overlap
Shared Holdings
33 shared positions across both portfolios (239 holdings for Mairs & Power Growth Fund, 78 for Gardner Russo & Quinn).
| Stock | Mairs & Power Growth Fund value | Gardner Russo & Quinn value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOG Alphabet Inc. | $462.31M | $961.08M | $1.42B | 8.3% | $1.78B | Communication Services |
| BRK-A Berkshire Hathaway Inc. | $3.59M | $1.05B | $1.05B | 6.5% | — | Financial Services |
| MA Mastercard Incorporated | $259,823 | $777.04M | $777.30M | 4.8% | $812.74M | Financial Services |
| PM Philip Morris International Inc | $419,468 | $761.40M | $761.82M | 4.7% | $818.73M | Consumer Defensive |
| MSFT Microsoft Corporation | $719.01M | $1.31M | $720.33M | 3.7% | $747.78M | Technology |
| BRK-B Berkshire Hathaway Inc. New | $11.47M | $532.12M | $543.58M | 3.3% | — | Financial Services |
| AMZN Amazon.com, Inc. | $542.11M | $216,601 | $542.33M | 2.8% | $629.38M | Consumer Cyclical |
| JPM JP Morgan Chase & Co. | $310.10M | $43.77M | $353.87M | 1.9% | $401.88M | Financial Services |
| AAPL Apple Inc. | $306.68M | $1.21M | $307.89M | 1.6% | $357.13M | Technology |
| V Visa Inc. | $254.16M | $28.35M | $282.51M | 1.5% | $328.16M | Financial Services |
| JNJ Johnson & Johnson | $141.19M | $318,750 | $141.51M | 0.7% | $147.03M | Healthcare |
| WFC Wells Fargo & Company | $108.74M | $593,115 | $109.33M | 0.6% | $118.02M | Financial Services |
| HRL Hormel Foods Corporation | $77.42M | $430,350 | $77.85M | 0.4% | $85.51M | Consumer Defensive |
| ABT Abbott Laboratories | $74.11M | $1.18M | $75.29M | 0.4% | $67.59M | Healthcare |
| XOM Exxon Mobil Corporation | $14.17M | $32.91M | $47.08M | 0.3% | $37.81M | Energy |
| AXP American Express Company | $45.02M | $1.96M | $46.98M | 0.2% | $54.05M | Financial Services |
| PG Procter & Gamble Company (The) | $35.16M | $1.33M | $36.49M | 0.2% | $37.25M | Consumer Defensive |
| DIS Walt Disney Company (The) | $23.12M | $242,592 | $23.36M | 0.1% | $23.20M | Communication Services |
| GNRC Generac Holdlings Inc. | $19.48M | $439,493 | $19.92M | 0.1% | $27.56M | Industrials |
| GOOGL Alphabet Inc. | $16.04M | $3.34M | $19.37M | 0.1% | $24.34M | Communication Services |
| CAT Caterpillar, Inc. | $13.07M | $318,807 | $13.39M | 0.1% | $18.74M | Industrials |
| ABBV AbbVie Inc. | $9.86M | $2.70M | $12.56M | 0.1% | $14.49M | Healthcare |
| MO Altria Group, Inc. | $301,163 | $10.85M | $11.15M | 0.1% | $12.09M | Consumer Defensive |
| CVX Chevron Corporation | $8.07M | $511,043 | $8.58M | 0.0% | $6.87M | Energy |
| JBT John Bean Technologies Corporat | $7.56M | $927,058 | $8.48M | 0.0% | — | Industrials |
| UNP Union Pacific Corporation | $1.02M | $6.71M | $7.72M | 0.0% | $8.84M | Industrials |
| COST Costco Wholesale Corporation | $2.95M | $4.61M | $7.56M | 0.0% | $7.02M | Consumer Defensive |
| MRK Merck & Company, Inc. | $6.06M | $257,536 | $6.31M | 0.0% | $6.58M | Healthcare |
| ORCL Oracle Corporation | $4.52M | $529,596 | $5.05M | 0.0% | $4.89M | Technology |
| MCD McDonald's Corporation | $4.45M | $294,318 | $4.75M | 0.0% | $4.12M | Consumer Cyclical |
| WMT Walmart Inc. | $1.95M | $1.21M | $3.16M | 0.0% | $2.77M | Consumer Defensive |
| PEP Pepsico, Inc. | $1.39M | $1.43M | $2.82M | 0.0% | $2.57M | Consumer Defensive |
| KO Coca-Cola Company (The) | $1.77M | $990,551 | $2.76M | 0.0% | $2.95M | Consumer Defensive |
Largest Shared Position
Alphabet Inc. (GOOG) represents the largest overlapping position between Mairs & Power Growth Fund and Gardner Russo & Quinn based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $1.42B, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $3.17B | AXP, BRK-A, BRK-B, JPM, MA, V, WFC |
| Communication Services | $1.47B | DIS, GOOG, GOOGL |
| Technology | $1.03B | AAPL, MSFT, ORCL |
| Consumer Defensive | $903.62M | COST, HRL, KO, MO, PEP, PG, PM, WMT |
| Consumer Cyclical | $547.07M | AMZN, MCD |
| Healthcare | $235.66M | ABBV, ABT, JNJ, MRK |
| Energy | $55.66M | CVX, XOM |
| Industrials | $49.52M | CAT, GNRC, JBT, UNP |
Consensus Smart Money Signals
Shared holdings between Mairs & Power Growth Fund and Gardner Russo & Quinn 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: GOOG ($1.42B combined).
- Highest average portfolio weight in overlap: GOOG (8.3% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($352.45M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Mairs & Power Growth Fund and Gardner Russo & Quinn was unchanged between Q4 2001 and Q1 2001, with 33 shared holdings in the latest period ($7.46B combined reported value) versus 33 in the prior period ($8.68B).
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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