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.
Cullen Value Fund & Viking Global Investors Portfolio Overlap
Shared 13F holdings between Cullen Value Fund and Viking Global Investors based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
62
Moderate overlap
Shared Holdings
21 shared positions across both portfolios (180 holdings for Cullen Value Fund, 69 for Viking Global Investors).
| Stock | Cullen Value Fund value | Viking Global Investors value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| V Visa Inc. | $11.03M | $1.91B | $1.92B | 3.4% | $2.33B | Financial Services |
| TSM Taiwan Semiconductor Manufactur | $240,250 | $1.51B | $1.51B | 2.2% | $1.80B | Technology |
| SCHW Charles Schwab Corporation (The | $9.85M | $1.38B | $1.39B | 2.6% | $1.54B | Financial Services |
| DIS Walt Disney Company (The) | $2.28M | $1.28B | $1.28B | 2.0% | $1.28B | Communication Services |
| APD Air Products and Chemicals, Inc | $214,687 | $1.19B | $1.19B | 1.7% | $1.23B | Basic Materials |
| MCD McDonald's Corporation | $504,161 | $1.13B | $1.13B | 1.6% | $973.60M | Consumer Cyclical |
| SHW Sherwin-Williams Company (The) | $275,207 | $997.80M | $998.07M | 1.5% | $1.07B | Basic Materials |
| AAPL Apple Inc. | $53.55M | $911.88M | $965.43M | 4.6% | $1.26B | Technology |
| TSLA Tesla, Inc. | $1.43M | $926.98M | $928.41M | 1.4% | $771.18M | Consumer Cyclical |
| MSFT Microsoft Corporation | $31.97M | $854.89M | $886.86M | 3.2% | $1.08B | Technology |
| JPM JP Morgan Chase & Co. | $29.16M | $795.41M | $824.57M | 2.9% | $979.96M | Financial Services |
| TMO Thermo Fisher Scientific Inc | $2.09M | $819.88M | $821.98M | 1.3% | $964.47M | Healthcare |
| CSX CSX Corporation | $1.40M | $766.73M | $768.14M | 1.2% | $938.93M | Industrials |
| GOOGL Alphabet Inc. | $5.23M | $688.95M | $694.19M | 1.3% | $804.29M | Communication Services |
| BA Boeing Company (The) | $389,571 | $636.11M | $636.50M | 0.9% | $706.40M | Industrials |
| META Meta Platforms, Inc. | $11.44M | $607.93M | $619.37M | 1.6% | $583.70M | Communication Services |
| JCI Johnson Controls International | $10.70M | $578.79M | $589.49M | 1.5% | $646.48M | Industrials |
| AON Aon Plc | $2.88M | $350.90M | $353.78M | 0.7% | $401.69M | Financial Services |
| PGR Progressive Corporation (The) | $1.64M | $320.47M | $322.11M | 0.6% | $346.38M | Financial Services |
| AMZN Amazon.com, Inc. | $19.19M | $248.97M | $268.17M | 1.5% | $300.49M | Consumer Cyclical |
| HD Home Depot, Inc. (The) | $2.39M | $165.85M | $168.23M | 0.4% | $170.35M | Consumer Cyclical |
Largest Shared Position
Visa Inc. (V) represents the largest overlapping position between Cullen Value Fund and Viking Global Investors based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of V positions reported by both investment firms is approximately $1.92B, reflecting overlapping institutional exposure to Visa Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $4.81B | AON, JPM, PGR, SCHW, V |
| Technology | $3.36B | AAPL, MSFT, TSM |
| Communication Services | $2.60B | DIS, GOOGL, META |
| Consumer Cyclical | $2.49B | AMZN, HD, MCD, TSLA |
| Basic Materials | $2.19B | APD, SHW |
| Industrials | $1.99B | BA, CSX, JCI |
| Healthcare | $821.98M | TMO |
Consensus Smart Money Signals
Shared holdings between Cullen Value Fund and Viking Global Investors 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: V ($1.92B combined).
- Highest average portfolio weight in overlap: AAPL (4.6% conviction score).
- Largest estimated mark-to-market gain since filing: V ($405.94M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 21 shared holdings ($16.70B 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 |
Related Overlap Pages
- Cullen Value Fund portfolio
- Viking Global Investors portfolio
- Situational Awareness Partners & Aquamarine Zurich AG Shared Holdings
- Situational Awareness Partners & TCI Fund Management Shared Holdings
- Situational Awareness Partners & Polen Capital Management Shared Holdings
- Situational Awareness Partners & Dodge & Cox Stock Fund Shared Holdings
- Situational Awareness Partners & Trian Fund Management Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings