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 March 31, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
8 shared positions across both portfolios (177 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. | $47.67M | $57.84B | $57.89B | 14.2% | $68.48B | Technology |
| AXP American Express Company | $3.23M | $45.86B | $45.86B | 9.0% | $47.53B | Financial Services |
| KO Coca-Cola Company (The) | $964,535 | $30.42B | $30.42B | 5.9% | $32.33B | Consumer Defensive |
| BAC Bank of America Corporation | $1.45M | $25.04B | $25.04B | 4.9% | $25.56B | Financial Services |
| CVX Chevron Corporation | $4.56M | $17.46B | $17.46B | 3.6% | $16.13B | Energy |
| OXY Occidental Petroleum Corporatio | $876,477 | $17.22B | $17.22B | 3.3% | $15.80B | Energy |
| GOOGL Alphabet Inc. | $4.40M | $15.60B | $15.60B | 3.3% | $21.53B | Communication Services |
| GOOG Alphabet Inc. | $33.18M | $1.03B | $1.06B | 2.4% | $1.46B | 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 March 31, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $57.89B, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $70.90B | AXP, BAC |
| Technology | $57.89B | AAPL |
| Energy | $34.68B | CVX, OXY |
| Consumer Defensive | $30.42B | KO |
| Communication Services | $16.67B | GOOG, GOOGL |
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 ($57.89B combined).
- Highest average portfolio weight in overlap: AAPL (14.2% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($10.59B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Cullen Value Fund and Berkshire Hathaway decreased between Q4 2001 and Q1 2001, with 8 shared holdings in the latest period ($210.57B combined reported value) versus 13 in the prior period ($218.97B).
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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