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

Semper Augustus Investments Group & Gardner Russo & Quinn Portfolio Overlap

Shared 13F holdings between Semper Augustus Investments Group and Gardner Russo & Quinn based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Strong overlap

Shared Holdings

16 shared positions across both portfolios (48 holdings for Semper Augustus Investments Group, 76 for Gardner Russo & Quinn).

Stock	Semper Augustus Investments Group value	Gardner Russo & Quinn value	Combined value	Conviction	Est. current value	Sector
BRK-A Berkshire Hathaway Inc.	$89.86M	$1.07B	$1.16B	11.5%	$1.17B	Financial Services
GOOG Alphabet Inc.	$859,299	$1.08B	$1.08B	6.4%	$1.05B	Communication Services
PM Philip Morris International Inc	$318,763	$819.68M	$819.99M	4.9%	$862.96M	Consumer Defensive
MA Mastercard Incorporated	$338,038	$781.90M	$782.24M	4.6%	$867.06M	Financial Services
BRK-B Berkshire Hathaway Inc. New	$136.68M	$540.10M	$676.78M	11.0%	$681.71M	Financial Services
NFLX Netflix, Inc.	$212,772	$407.70M	$407.91M	2.4%	$446.53M	Communication Services
DIS Walt Disney Company (The)	$15.46M	$239,858	$15.70M	0.9%	$17.43M	Communication Services
COST Costco Wholesale Corporation	$3.14M	$3.18M	$6.32M	0.2%	$6.49M	Consumer Defensive
MRK Merck & Company, Inc.	$5.74M	$211,006	$5.95M	0.3%	$6.29M	Healthcare
GOOGL Alphabet Inc.	$250,159	$3.97M	$4.22M	0.0%	$4.09M	Communication Services
AXP American Express Company	$1.12M	$1.73M	$2.85M	0.1%	$2.89M	Financial Services
AAPL Apple Inc.	$1.34M	$1.33M	$2.67M	0.1%	$2.83M	Technology
KO Coca-Cola Company (The)	$1.25M	$1.00M	$2.25M	0.1%	$2.43M	Consumer Defensive
MSFT Microsoft Corporation	$239,106	$1.34M	$1.58M	0.0%	$2.09M	Technology
CVX Chevron Corporation	$1.01M	$409,427	$1.41M	0.1%	$1.71M	Energy
JNJ Johnson & Johnson	$201,652	$282,415	$484,067	0.0%	$496,227	Healthcare

Largest Shared Position

Berkshire Hathaway Inc. (BRK-A) represents the largest overlapping position between Semper Augustus Investments Group and Gardner Russo & Quinn based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of BRK-A positions reported by both investment firms is approximately $1.16B, reflecting overlapping institutional exposure to Berkshire Hathaway Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$2.62B	AXP, BRK-A, BRK-B, MA
Communication Services	$1.51B	DIS, GOOG, GOOGL, NFLX
Consumer Defensive	$828.56M	COST, KO, PM
Healthcare	$6.43M	JNJ, MRK
Technology	$4.25M	AAPL, MSFT
Energy	$1.41M	CVX

Consensus Smart Money Signals

Shared holdings between Semper Augustus Investments Group 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: BRK-A ($1.16B combined).
Highest average portfolio weight in overlap: BRK-A (11.5% conviction score).
Largest estimated mark-to-market gain since filing: MA ($84.82M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Semper Augustus Investments Group and Gardner Russo & Quinn increased between Q1 2001 and Q2 2001, with 16 shared holdings in the latest period ($4.97B combined reported value) versus 15 in the prior period ($4.91B).

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