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.
Jensen Investment Management & Cullen Value Fund Portfolio Overlap
Shared 13F holdings between Jensen Investment 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
33 shared positions across both portfolios (82 holdings for Jensen Investment Management, 180 for Cullen Value Fund).
| Stock | Jensen Investment Management value | Cullen Value Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $433.47M | $31.97M | $465.44M | 6.2% | $584.02M | Technology |
| AAPL Apple Inc. | $405.03M | $53.55M | $458.58M | 7.3% | $550.17M | Technology |
| GOOGL Alphabet Inc. | $416.68M | $5.23M | $421.91M | 4.4% | $521.25M | Communication Services |
| NVDA NVIDIA Corporation | $284.62M | $21.55M | $306.17M | 4.1% | $349.24M | Technology |
| AMZN Amazon.com, Inc. | $253.97M | $19.19M | $273.16M | 3.7% | $353.04M | Consumer Cyclical |
| MA Mastercard Incorporated | $245.30M | $3.21M | $248.50M | 2.6% | $284.93M | Financial Services |
| SYK Stryker Corporation | $228.82M | $3.03M | $231.84M | 2.4% | $229.94M | Healthcare |
| LLY Eli Lilly and Company | $212.16M | $13.97M | $226.13M | 2.9% | $278.38M | Healthcare |
| META Meta Platforms, Inc. | $195.18M | $11.44M | $206.62M | 2.6% | $201.22M | Communication Services |
| SHW Sherwin-Williams Company (The) | $200.76M | $275,207 | $201.03M | 2.0% | $213.74M | Basic Materials |
| AVGO Broadcom Inc. | $137.93M | $20.95M | $158.88M | 2.6% | $195.08M | Technology |
| ABT Abbott Laboratories | $152.57M | $247,096 | $152.82M | 1.5% | $157.36M | Healthcare |
| PG Procter & Gamble Company (The) | $144.07M | $3.22M | $147.28M | 1.6% | $147.29M | Consumer Defensive |
| VEEV Veeva Systems Inc. | $99.51M | $957,983 | $100.46M | 1.0% | $116.53M | Healthcare |
| MCD McDonald's Corporation | $85.86M | $504,161 | $86.36M | 0.9% | $75.27M | Consumer Cyclical |
| MSI Motorola Solutions, Inc. | $73.55M | $3.71M | $77.26M | 1.0% | $77.75M | Technology |
| ORCL Oracle Corporation | $17.77M | $755,248 | $18.52M | 0.2% | $16.36M | Technology |
| PEP Pepsico, Inc. | $12.63M | $4.51M | $17.14M | 0.4% | $16.00M | Consumer Defensive |
| ECL Ecolab Inc. | $15.66M | $1.27M | $16.93M | 0.2% | $17.61M | Basic Materials |
| AON Aon Plc | $8.25M | $2.88M | $11.13M | 0.3% | $12.35M | Financial Services |
| EMR Emerson Electric Company | $9.76M | $227,435 | $9.99M | 0.1% | $11.40M | Industrials |
| KO Coca-Cola Company (The) | $8.49M | $1.04M | $9.53M | 0.1% | $10.90M | Consumer Defensive |
| JNJ Johnson & Johnson | $2.39M | $6.32M | $8.71M | 0.4% | $8.88M | Healthcare |
| TSM Taiwan Semiconductor Manufactur | $5.55M | $240,250 | $5.79M | 0.1% | $6.84M | Technology |
| ABBV AbbVie Inc. | $2.42M | $3.24M | $5.66M | 0.2% | $6.02M | Healthcare |
| BDX Becton, Dickinson and Company | $336,472 | $5.13M | $5.46M | 0.3% | $5.96M | Healthcare |
| RTX RTX Corporation | $3.40M | $1.77M | $5.17M | 0.1% | $5.80M | Industrials |
| TSCO Tractor Supply Company | $4.43M | $214,855 | $4.64M | 0.1% | $3.22M | Consumer Cyclical |
| TJX TJX Companies, Inc. (The) | $3.70M | $530,960 | $4.23M | 0.1% | $4.20M | Consumer Cyclical |
| TROW T. Rowe Price Group, Inc. | $2.88M | $1.20M | $4.08M | 0.1% | $4.75M | Financial Services |
| HD Home Depot, Inc. (The) | $480,837 | $2.39M | $2.87M | 0.2% | $2.73M | Consumer Cyclical |
| APD Air Products and Chemicals, Inc | $2.24M | $214,687 | $2.45M | 0.0% | $2.49M | Basic Materials |
| UNH UnitedHealth Group Incorporated | $403,450 | $1.13M | $1.54M | 0.1% | $1.75M | Healthcare |
Largest Shared Position
Microsoft Corporation (MSFT) represents the largest overlapping position between Jensen Investment 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 MSFT positions reported by both investment firms is approximately $465.44M, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.49B | AAPL, AVGO, MSFT, MSI, NVDA, ORCL, TSM |
| Healthcare | $732.63M | ABBV, ABT, BDX, JNJ, LLY, SYK, UNH, VEEV |
| Communication Services | $628.53M | GOOGL, META |
| Consumer Cyclical | $371.27M | AMZN, HD, MCD, TJX, TSCO |
| Financial Services | $263.71M | AON, MA, TROW |
| Basic Materials | $220.41M | APD, ECL, SHW |
| Consumer Defensive | $173.95M | KO, PEP, PG |
| Industrials | $15.15M | EMR, RTX |
Consensus Smart Money Signals
Shared holdings between Jensen Investment 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: MSFT ($465.44M combined).
- Highest average portfolio weight in overlap: AAPL (7.3% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($118.58M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 32 shared holdings ($3.87B combined reported value).
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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