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

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

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%	$613.52M	Communication Services
INTU Intuit Inc.	$413,788	$317.24M	$317.65M	5.2%	$202.29M	Technology
DIS Walt Disney Company (The)	$2.37M	$309.03M	$311.40M	5.7%	$321.49M	Communication Services
TMO Thermo Fisher Scientific Inc	$322,444	$303.38M	$303.70M	4.9%	$323.42M	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%	$5.10M	Technology
NKE Nike, Inc.	$4.11M	$1.10M	$5.21M	1.4%	$4.35M	Consumer Cyclical
EL Estee Lauder Companies, Inc. (T	$3.74M	$1.08M	$4.82M	1.3%	$5.62M	Consumer Defensive
EFX Equifax, Inc.	$2.44M	$2.07M	$4.51M	0.9%	$4.31M	Industrials
ORCL Oracle Corporation	$2.37M	$1.32M	$3.69M	0.8%	$3.52M	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 ($123.33M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Hillman Value Fund and Lindsell Train increased between Q4 2001 and Q1 2001, with 10 shared holdings in the latest period ($1.49B combined reported value) versus 9 in the prior period ($1.53B).

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