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.

Investor AInvestor B

Cullen Value Fund & Fundsmith Portfolio Overlap

Shared 13F holdings between Cullen Value Fund and Fundsmith based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Moderate overlap

Shared Holdings

14 shared positions across both portfolios (181 holdings for Cullen Value Fund, 41 for Fundsmith).

Stock	Cullen Value Fund value	Fundsmith value	Combined value	Conviction	Est. current value	Sector
SYK Stryker Corporation	$3.03M	$917.39M	$920.42M	3.5%	$804.30M	Healthcare
V Visa Inc.	$11.03M	$692.98M	$704.01M	3.2%	$755.72M	Financial Services
MA Mastercard Incorporated	$3.21M	$639.46M	$642.67M	2.5%	$707.28M	Financial Services
GOOGL Alphabet Inc.	$5.23M	$633.74M	$638.98M	2.6%	$624.98M	Communication Services
MSFT Microsoft Corporation	$31.97M	$595.61M	$627.58M	4.1%	$830.76M	Technology
META Meta Platforms, Inc.	$11.44M	$592.51M	$603.95M	2.9%	$713.80M	Communication Services
PG Procter & Gamble Company (The)	$3.22M	$598.05M	$601.27M	2.4%	$600.25M	Consumer Defensive
TSM Taiwan Semiconductor Manufactur	$240,250	$548.46M	$548.71M	2.0%	$499.41M	Technology
PM Philip Morris International Inc	$17.28M	$527.12M	$544.40M	3.0%	$567.60M	Consumer Defensive
GEV GE Vernova Inc.	$1.16M	$481.50M	$482.66M	1.8%	$386.31M	Utilities
TJX TJX Companies, Inc. (The)	$530,960	$344.30M	$344.83M	1.3%	$289.61M	Consumer Cyclical
VEEV Veeva Systems Inc.	$957,983	$144.95M	$145.91M	0.6%	$213.94M	Healthcare
YUM Yum! Brands, Inc.	$222,096	$88.90M	$89.12M	0.3%	$76.93M	Consumer Cyclical
ORLY O'Reilly Automotive, Inc.	$1.42M	$14.98M	$16.40M	0.1%	$15.09M	Consumer Cyclical

Largest Shared Position

Stryker Corporation (SYK) represents the largest overlapping position between Cullen Value Fund and Fundsmith based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of SYK positions reported by both investment firms is approximately $920.42M, reflecting overlapping institutional exposure to Stryker Corporation.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$1.35B	MA, V
Communication Services	$1.24B	GOOGL, META
Technology	$1.18B	MSFT, TSM
Consumer Defensive	$1.15B	PG, PM
Healthcare	$1.07B	SYK, VEEV
Utilities	$482.66M	GEV
Consumer Cyclical	$450.35M	ORLY, TJX, YUM

Consensus Smart Money Signals

Shared holdings between Cullen Value Fund and Fundsmith 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: SYK ($920.42M combined).
Highest average portfolio weight in overlap: MSFT (4.1% conviction score).
Largest estimated mark-to-market gain since filing: MSFT ($203.17M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Cullen Value Fund and Fundsmith increased between Q1 2001 and Q2 2001, with 14 shared holdings in the latest period ($6.91B combined reported value) versus 8 in the prior period ($5.86B).

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