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.
Polen Capital Management & Cullen Value Fund Portfolio Overlap
Shared 13F holdings between Polen Capital Management and Cullen Value Fund based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
22 shared positions across both portfolios (197 holdings for Polen Capital Management, 180 for Cullen Value Fund).
| Stock | Polen Capital Management value | Cullen Value Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $796.05M | $21.55M | $817.59M | 4.8% | $866.01M | Technology |
| MSFT Microsoft Corporation | $782.82M | $31.97M | $814.79M | 5.3% | $1.08B | Technology |
| LLY Eli Lilly and Company | $799.91M | $13.97M | $813.88M | 4.3% | $757.05M | Healthcare |
| GOOG Alphabet Inc. | $765.04M | $39.58M | $804.62M | 5.7% | $854.76M | Communication Services |
| AVGO Broadcom Inc. | $740.47M | $20.95M | $761.42M | 4.5% | $842.88M | Technology |
| AMZN Amazon.com, Inc. | $669.72M | $19.19M | $688.92M | 4.1% | $801.88M | Consumer Cyclical |
| V Visa Inc. | $619.49M | $11.03M | $630.52M | 3.4% | $679.22M | Financial Services |
| MA Mastercard Incorporated | $586.51M | $3.21M | $589.72M | 2.7% | $655.74M | Financial Services |
| ORCL Oracle Corporation | $523.81M | $755,248 | $524.56M | 2.3% | $521.66M | Technology |
| SBUX Starbucks Corporation | $362.85M | $6.74M | $369.60M | 2.0% | $379.65M | Consumer Cyclical |
| GE GE Aerospace | $258.06M | $1.66M | $259.72M | 1.2% | $262.19M | Industrials |
| TSM Taiwan Semiconductor Manufactur | $239.36M | $240,250 | $239.60M | 1.0% | $209.30M | Technology |
| GEV GE Vernova Inc. | $230.99M | $1.16M | $232.15M | 1.1% | $201.26M | Utilities |
| META Meta Platforms, Inc. | $185.65M | $11.44M | $197.08M | 1.5% | $205.70M | Communication Services |
| HWM Howmet Aerospace Inc. | $122.90M | $2.51M | $125.41M | 0.7% | $134.44M | Industrials |
| AON Aon Plc | $54.41M | $2.88M | $57.29M | 0.4% | $61.60M | Financial Services |
| AAPL Apple Inc. | $836,742 | $53.55M | $54.38M | 3.3% | $58.15M | Technology |
| GOOGL Alphabet Inc. | $9.94M | $5.23M | $15.17M | 0.4% | $16.03M | Communication Services |
| AMD Advanced Micro Devices, Inc. | $242,239 | $7.98M | $8.22M | 0.5% | $7.34M | Technology |
| TSLA Tesla, Inc. | $3.77M | $1.43M | $5.20M | 0.1% | $4.05M | Consumer Cyclical |
| VOO Vanguard S&P 500 ETF | $1.04M | $1.63M | $2.67M | 0.1% | $2.76M | — |
| ABT Abbott Laboratories | $286,379 | $247,096 | $533,475 | 0.0% | $619,999 | Healthcare |
Largest Shared Position
NVIDIA Corporation (NVDA) represents the largest overlapping position between Polen Capital Management and Cullen Value Fund 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 $817.59M, reflecting overlapping institutional exposure to NVIDIA Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $3.22B | AAPL, AMD, AVGO, MSFT, NVDA, ORCL, TSM |
| Financial Services | $1.28B | AON, MA, V |
| Consumer Cyclical | $1.06B | AMZN, SBUX, TSLA |
| Communication Services | $1.02B | GOOG, GOOGL, META |
| Healthcare | $814.42M | ABT, LLY |
| Industrials | $385.13M | GE, HWM |
| Utilities | $232.15M | GEV |
| Other | $2.67M | VOO |
Consensus Smart Money Signals
Shared holdings between Polen Capital Management and Cullen 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: NVDA ($817.59M combined).
- Highest average portfolio weight in overlap: GOOG (5.7% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($261.66M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Polen Capital Management and Cullen Value Fund increased between Q1 2001 and Q2 2001, with 22 shared holdings in the latest period ($8.01B combined reported value) versus 18 in the prior period ($8.76B).
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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