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
99
Extremely high shared conviction
Shared Holdings
33 shared positions across both portfolios (83 holdings for Jensen Investment Management, 181 for Cullen Value Fund).
| Stock | Jensen Investment Management value | Cullen Value Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $274.97M | $31.97M | $306.94M | 5.3% | $406.31M | Technology |
| AAPL Apple Inc. | $249.13M | $53.55M | $302.68M | 6.3% | $351.60M | Technology |
| GOOGL Alphabet Inc. | $284.86M | $5.23M | $290.09M | 3.8% | $283.74M | Communication Services |
| AMZN Amazon.com, Inc. | $251.24M | $19.19M | $270.44M | 4.2% | $287.87M | Consumer Cyclical |
| NVDA NVIDIA Corporation | $239.61M | $21.55M | $261.15M | 4.2% | $290.10M | Technology |
| LLY Eli Lilly and Company | $184.39M | $13.97M | $198.36M | 3.1% | $190.67M | Healthcare |
| SYK Stryker Corporation | $185.65M | $3.03M | $188.68M | 2.4% | $164.87M | Healthcare |
| SHW Sherwin-Williams Company (The) | $185.60M | $275,207 | $185.88M | 2.3% | $173.14M | Basic Materials |
| MA Mastercard Incorporated | $178.59M | $3.21M | $181.79M | 2.4% | $200.07M | Financial Services |
| AVGO Broadcom Inc. | $148.11M | $20.95M | $169.06M | 3.1% | $160.05M | Technology |
| PG Procter & Gamble Company (The) | $126.18M | $3.22M | $129.39M | 1.7% | $129.17M | Consumer Defensive |
| MSI Motorola Solutions, Inc. | $115.75M | $3.71M | $119.46M | 1.6% | $131.94M | Technology |
| VEEV Veeva Systems Inc. | $79.77M | $957,983 | $80.73M | 1.0% | $118.37M | Healthcare |
| ABT Abbott Laboratories | $80.33M | $247,096 | $80.58M | 1.0% | $91.12M | Healthcare |
| TJX TJX Companies, Inc. (The) | $76.23M | $530,960 | $76.76M | 1.0% | $64.47M | Consumer Cyclical |
| META Meta Platforms, Inc. | $61.66M | $11.44M | $73.09M | 1.4% | $86.39M | Communication Services |
| MCD McDonald's Corporation | $60.97M | $504,161 | $61.48M | 0.8% | $56.46M | Consumer Cyclical |
| ORCL Oracle Corporation | $17.35M | $755,248 | $18.11M | 0.3% | $18.24M | Technology |
| ECL Ecolab Inc. | $16.28M | $1.27M | $17.55M | 0.3% | $16.98M | Basic Materials |
| PEP Pepsico, Inc. | $10.82M | $4.51M | $15.33M | 0.4% | $14.69M | Consumer Defensive |
| AON Aon Plc | $8.55M | $2.88M | $11.44M | 0.3% | $10.19M | Financial Services |
| EMR Emerson Electric Company | $10.55M | $227,435 | $10.78M | 0.1% | $11.29M | Industrials |
| KO Coca-Cola Company (The) | $9.08M | $1.04M | $10.11M | 0.2% | $10.98M | Consumer Defensive |
| JNJ Johnson & Johnson | $2.23M | $6.32M | $8.55M | 0.4% | $9.09M | Healthcare |
| TSM Taiwan Semiconductor Manufactur | $7.59M | $240,250 | $7.83M | 0.1% | $7.12M | Technology |
| ABBV AbbVie Inc. | $2.78M | $3.24M | $6.02M | 0.2% | $6.32M | Healthcare |
| BDX Becton, Dickinson and Company | $308,713 | $5.13M | $5.44M | 0.3% | $6.50M | Healthcare |
| RTX RTX Corporation | $3.34M | $1.77M | $5.11M | 0.1% | $5.22M | Industrials |
| TROW T. Rowe Price Group, Inc. | $3.63M | $1.20M | $4.83M | 0.1% | $4.42M | Financial Services |
| TSCO Tractor Supply Company | $2.84M | $214,855 | $3.05M | 0.0% | $3.11M | Consumer Cyclical |
| HD Home Depot, Inc. (The) | $281,086 | $2.39M | $2.67M | 0.1% | $2.27M | Consumer Cyclical |
| APD Air Products and Chemicals, Inc | $1.61M | $214,687 | $1.82M | 0.0% | $1.77M | Basic Materials |
| UNH UnitedHealth Group Incorporated | $357,026 | $1.13M | $1.49M | 0.1% | $1.35M | 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 $306.94M, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $1.19B | AAPL, AVGO, MSFT, MSI, NVDA, ORCL, TSM |
| Healthcare | $569.85M | ABBV, ABT, BDX, JNJ, LLY, SYK, UNH, VEEV |
| Consumer Cyclical | $414.40M | AMZN, HD, MCD, TJX, TSCO |
| Communication Services | $363.18M | GOOGL, META |
| Basic Materials | $205.25M | APD, ECL, SHW |
| Financial Services | $198.06M | AON, MA, TROW |
| Consumer Defensive | $154.83M | KO, PEP, PG |
| Industrials | $15.88M | 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 ($306.94M combined).
- Highest average portfolio weight in overlap: AAPL (6.3% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($99.37M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Jensen Investment Management and Cullen Value Fund increased between Q1 2001 and Q2 2001, with 33 shared holdings in the latest period ($3.11B combined reported value) versus 32 in the prior period ($3.87B).
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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