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

Tweedy, Browne Co All Funds (US) & Hillman Value Fund Portfolio Overlap

Shared 13F holdings between Tweedy, Browne Co All Funds (US) and Hillman Value Fund based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

12 shared positions across both portfolios (85 holdings for Tweedy, Browne Co All Funds (US), 53 for Hillman Value Fund).

Stock	Tweedy, Browne Co All Funds (US) value	Hillman Value Fund value	Combined value	Conviction	Est. current value	Sector
GOOGL Alphabet Inc.	$50.49M	$1,429	$50.49M	2.0%	$49.07M	Communication Services
USB U.S. Bancorp	$10.99M	$2.49M	$13.48M	1.4%	$13.44M	Financial Services
DEO Diageo plc	$10.14M	$2.21M	$12.35M	1.2%	$13.33M	Consumer Defensive
GSK GSK plc	$4.27M	$4.84M	$9.12M	2.0%	$8.88M	Healthcare
DIS Walt Disney Company (The)	$4.33M	$2.44M	$6.77M	1.1%	$7.41M	Communication Services
BAX Baxter International Inc.	$202,092	$5.03M	$5.23M	1.9%	$5.65M	Healthcare
BMY Bristol-Myers Squibb Company	$2.16M	$2.61M	$4.77M	1.1%	$5.20M	Healthcare
CAG ConAgra Brands, Inc.	$1.97M	$2.43M	$4.40M	1.0%	$4.96M	Consumer Defensive
UPS United Parcel Service, Inc.	$1.79M	$2.40M	$4.19M	1.0%	$3.90M	Industrials
UNH UnitedHealth Group Incorporated	$1.70M	$2.25M	$3.95M	0.9%	$3.56M	Healthcare
VZ Verizon Communications Inc.	$1.01M	$2.42M	$3.44M	1.0%	$3.92M	Communication Services
CMCSA Comcast Corporation	$769,152	$2.48M	$3.24M	1.0%	$3.03M	Communication Services

Largest Shared Position

Alphabet Inc. (GOOGL) represents the largest overlapping position between Tweedy, Browne Co All Funds (US) and Hillman Value Fund based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $50.49M, reflecting overlapping institutional exposure to Alphabet Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Communication Services	$63.94M	CMCSA, DIS, GOOGL, VZ
Healthcare	$23.07M	BAX, BMY, GSK, UNH
Consumer Defensive	$16.75M	CAG, DEO
Financial Services	$13.48M	USB
Industrials	$4.19M	UPS

Consensus Smart Money Signals

Shared holdings between Tweedy, Browne Co All Funds (US) and Hillman Value Fund 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: GOOGL ($50.49M combined).
Highest average portfolio weight in overlap: GOOGL (2.0% conviction score).
Largest estimated mark-to-market gain since filing: DEO ($974,255 vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Tweedy, Browne Co All Funds (US) and Hillman Value Fund increased between Q1 2001 and Q2 2001, with 12 shared holdings in the latest period ($121.43M combined reported value) versus 11 in the prior period ($120.91M).

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