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 & Eagle Capital Management Portfolio Overlap
Shared 13F holdings between Cullen Value Fund and Eagle Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
49
Moderate overlap
Shared Holdings
22 shared positions across both portfolios (177 holdings for Cullen Value Fund, 60 for Eagle Capital Management).
| Stock | Cullen Value Fund value | Eagle Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| COP ConocoPhillips | $7.29M | $2.50B | $2.50B | 4.7% | $2.32B | Energy |
| AMZN Amazon.com, Inc. | $16.09M | $2.45B | $2.46B | 5.2% | $3.13B | Consumer Cyclical |
| UNH UnitedHealth Group Incorporated | $1.07M | $1.59B | $1.59B | 2.7% | $2.31B | Healthcare |
| MSFT Microsoft Corporation | $31.68M | $1.48B | $1.51B | 4.6% | $1.73B | Technology |
| GOOG Alphabet Inc. | $33.18M | $1.32B | $1.35B | 4.4% | $1.85B | Communication Services |
| CMCSA Comcast Corporation | $8.74M | $1.08B | $1.09B | 2.4% | $937.90M | Communication Services |
| WWD Woodward, Inc. | $429,994 | $882.04M | $882.47M | 1.5% | $860.99M | Industrials |
| META Meta Platforms, Inc. | $10.14M | $752.69M | $762.83M | 1.9% | $818.97M | Communication Services |
| SHEL Shell PLC | $1.61M | $493.71M | $495.32M | 0.9% | $454.63M | Energy |
| MA Mastercard Incorporated | $3.12M | $312.06M | $315.18M | 0.7% | $311.74M | Financial Services |
| GOOGL Alphabet Inc. | $4.40M | $275.56M | $279.96M | 0.8% | $386.30M | Communication Services |
| AON Aon Plc | $2.48M | $149.56M | $152.04M | 0.4% | $149.43M | Financial Services |
| BRK-B Berkshire Hathaway Inc. New | $48.60M | $24.35M | $72.96M | 3.3% | — | Financial Services |
| JPM JP Morgan Chase & Co. | $26.57M | $326,223 | $26.90M | 1.8% | $27.24M | Financial Services |
| GEV GE Vernova Inc. | $863,817 | $21.30M | $22.16M | 0.1% | $26.64M | Utilities |
| WFC Wells Fargo & Company | $8.58M | $6.92M | $15.50M | 0.6% | $14.30M | Financial Services |
| GE GE Aerospace | $1.26M | $11.61M | $12.87M | 0.1% | $12.76M | Industrials |
| V Visa Inc. | $9.49M | $1.11M | $10.60M | 0.6% | $11.42M | Financial Services |
| ECL Ecolab Inc. | $1.24M | $5.97M | $7.21M | 0.1% | $6.71M | Basic Materials |
| ORCL Oracle Corporation | $659,145 | $2.94M | $3.60M | 0.0% | $4.72M | Technology |
| VOO Vanguard S&P 500 ETF | $1.39M | $455,143 | $1.85M | 0.1% | $2.10M | — |
| IBM International Business Machines | $1.01M | $654,453 | $1.66M | 0.1% | $1.51M | Technology |
Largest Shared Position
ConocoPhillips (COP) represents the largest overlapping position between Cullen Value Fund 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 COP positions reported by both investment firms is approximately $2.50B, reflecting overlapping institutional exposure to ConocoPhillips.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $3.48B | CMCSA, GOOG, GOOGL, META |
| Energy | $3.00B | COP, SHEL |
| Consumer Cyclical | $2.46B | AMZN |
| Healthcare | $1.59B | UNH |
| Technology | $1.52B | IBM, MSFT, ORCL |
| Industrials | $895.33M | GE, WWD |
| Financial Services | $593.18M | AON, BRK-B, JPM, MA, V, WFC |
| Utilities | $22.16M | GEV |
| Basic Materials | $7.21M | ECL |
| Other | $1.85M | VOO |
Consensus Smart Money Signals
Shared holdings between Cullen Value Fund 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: COP ($2.50B combined).
- Highest average portfolio weight in overlap: AMZN (5.2% conviction score).
- Largest estimated mark-to-market gain since filing: UNH ($722.71M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Cullen Value Fund and Eagle Capital Management increased between Q4 2001 and Q1 2001, with 22 shared holdings in the latest period ($13.57B combined reported value) versus 20 in the prior period ($14.34B).
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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