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.
Wedgewood Partners & Eagle Capital Management Portfolio Overlap
Shared 13F holdings between Wedgewood Partners and Eagle Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
42
Limited overlap
Shared Holdings
6 shared positions across both portfolios (22 holdings for Wedgewood Partners, 49 for Eagle Capital Management).
| Stock | Wedgewood Partners value | Eagle Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | $44.77M | $12,509 | $44.79M | 7.1% | $79.04M | Communication Services |
| TSM Taiwan Semiconductor Manufactur | $43.71M | $5,123 | $43.72M | 5.5% | $58.43M | Technology |
| AAPL Apple Inc. | $34.29M | $12,722 | $34.31M | 6.0% | $55.62M | Technology |
| MSFT Microsoft Corporation | $27.36M | $7,916 | $27.37M | 4.4% | $40.21M | Technology |
| V Visa Inc. | $25.09M | $6,140 | $25.10M | 3.8% | $33.66M | Financial Services |
| AMZN Amazon.com, Inc. | $20.81M | $8,543 | $20.82M | 3.8% | $37.22M | Consumer Cyclical |
Largest Shared Position
Alphabet Inc. (GOOGL) represents the largest overlapping position between Wedgewood Partners and Eagle Capital Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $44.79M, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $105.40M | AAPL, MSFT, TSM |
| Communication Services | $44.79M | GOOGL |
| Financial Services | $25.10M | V |
| Consumer Cyclical | $20.82M | AMZN |
Consensus Smart Money Signals
Shared holdings between Wedgewood Partners and Eagle Capital Management 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 ($44.79M combined).
- Highest average portfolio weight in overlap: GOOGL (7.1% conviction score).
- Largest estimated mark-to-market gain since filing: GOOGL ($34.25M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Wedgewood Partners and Eagle Capital Management was unchanged between Q4 2001 and Q1 2001, with 6 shared holdings in the latest period ($196.09M combined reported value) versus 6 in the prior period ($227.83M).
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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