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 & Berkshire Hathaway Portfolio Overlap
Shared 13F holdings between Cullen Value Fund and Berkshire Hathaway based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
8 shared positions across both portfolios (180 holdings for Cullen Value Fund, 27 for Berkshire Hathaway).
| Stock | Cullen Value Fund value | Berkshire Hathaway value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $53.55M | $65.95B | $66.00B | 14.3% | $69.78B | Technology |
| AXP American Express Company | $3.60M | $51.28B | $51.29B | 8.8% | $51.93B | Financial Services |
| KO Coca-Cola Company (The) | $1.04M | $32.51B | $32.51B | 5.5% | $35.09B | Consumer Defensive |
| GOOGL Alphabet Inc. | $5.23M | $28.16B | $28.16B | 5.0% | $27.26B | Communication Services |
| BAC Bank of America Corporation | $1.70M | $27.54B | $27.55B | 4.7% | $31.18B | Financial Services |
| CVX Chevron Corporation | $3.58M | $13.99B | $13.99B | 2.6% | $16.88B | Energy |
| OXY Occidental Petroleum Corporatio | $657,628 | $12.87B | $12.87B | 2.2% | $15.46B | Energy |
| GOOG Alphabet Inc. | $39.58M | $9.61B | $9.65B | 4.0% | $9.38B | Communication Services |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Cullen Value Fund and Berkshire Hathaway based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $66.00B, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $78.83B | AXP, BAC |
| Technology | $66.00B | AAPL |
| Communication Services | $37.81B | GOOG, GOOGL |
| Consumer Defensive | $32.51B | KO |
| Energy | $26.86B | CVX, OXY |
Consensus Smart Money Signals
Shared holdings between Cullen Value Fund and Berkshire Hathaway 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: AAPL ($66.00B combined).
- Highest average portfolio weight in overlap: AAPL (14.3% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($3.78B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Cullen Value Fund and Berkshire Hathaway was unchanged between Q1 2001 and Q2 2001, with 8 shared holdings in the latest period ($242.01B combined reported value) versus 8 in the prior period ($210.57B).
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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