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.
Hillman Value Fund & Lindsell Train Portfolio Overlap
Shared 13F holdings between Hillman Value Fund and Lindsell Train based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
52
Moderate overlap
Shared Holdings
10 shared positions across both portfolios (56 holdings for Hillman Value Fund, 27 for Lindsell Train).
| Stock | Hillman Value Fund value | Lindsell Train value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | $1,725 | $490.19M | $490.19M | 7.8% | $676.37M | Communication Services |
| INTU Intuit Inc. | $413,788 | $317.24M | $317.65M | 5.2% | $288.72M | Technology |
| DIS Walt Disney Company (The) | $2.37M | $309.03M | $311.40M | 5.7% | $331.89M | Communication Services |
| TMO Thermo Fisher Scientific Inc | $322,444 | $303.38M | $303.70M | 4.9% | $270.84M | Healthcare |
| BF-B Brown Forman Inc | $4.66M | $41.67M | $46.34M | 2.3% | — | Consumer Defensive |
| ADBE Adobe Inc. | $3.94M | $1.70M | $5.64M | 1.4% | $5.74M | Technology |
| NKE Nike, Inc. | $4.11M | $1.10M | $5.21M | 1.4% | $4.13M | Consumer Cyclical |
| EL Estee Lauder Companies, Inc. (T | $3.74M | $1.08M | $4.82M | 1.3% | $5.39M | Consumer Defensive |
| EFX Equifax, Inc. | $2.44M | $2.07M | $4.51M | 0.9% | $3.97M | Industrials |
| ORCL Oracle Corporation | $2.37M | $1.32M | $3.69M | 0.8% | $4.84M | Technology |
Largest Shared Position
Alphabet Inc. (GOOGL) represents the largest overlapping position between Hillman Value Fund and Lindsell Train based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $490.19M, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $801.59M | DIS, GOOGL |
| Technology | $326.98M | ADBE, INTU, ORCL |
| Healthcare | $303.70M | TMO |
| Consumer Defensive | $51.16M | BF-B, EL |
| Consumer Cyclical | $5.21M | NKE |
| Industrials | $4.51M | EFX |
Consensus Smart Money Signals
Shared holdings between Hillman Value Fund and Lindsell Train 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: GOOGL ($490.19M combined).
- Highest average portfolio weight in overlap: GOOGL (7.8% conviction score).
- Largest estimated mark-to-market gain since filing: GOOGL ($186.18M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 10 shared holdings ($1.49B 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 |
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- Lindsell Train portfolio
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