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

Parnassus Endeavor Fund & Hancock Classic Value Portfolio Overlap

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

Overlap Score

Minimal overlap

Shared Holdings

13 shared positions across both portfolios (133 holdings for Parnassus Endeavor Fund, 159 for Hancock Classic Value).

Stock	Parnassus Endeavor Fund value	Hancock Classic Value value	Combined value	Conviction	Est. current value	Sector
GOOGL Alphabet Inc.	$1.96B	$61.17M	$2.02B	2.7%	$1.98B	Communication Services
MSFT Microsoft Corporation	$1.75B	$281,630	$1.75B	2.3%	$2.31B	Technology
NVDA NVIDIA Corporation	$1.69B	$289,130	$1.69B	2.3%	$1.88B	Technology
BAC Bank of America Corporation	$775.14M	$359.56M	$1.13B	1.6%	$1.15B	Financial Services
C Citigroup, Inc.	$114.89M	$776.61M	$891.50M	1.3%	$839.33M	Financial Services
GEV GE Vernova Inc.	$530.90M	$216,174	$531.12M	0.7%	$425.09M	Utilities
ORCL Oracle Corporation	$304.15M	$304,238	$304.45M	0.4%	$306.65M	Technology
JPM JP Morgan Chase & Co.	$184.19M	$109.36M	$293.55M	0.4%	$313.58M	Financial Services
CI The Cigna Group	$99.35M	$154.94M	$254.29M	0.4%	$253.92M	Healthcare
CBRE CBRE Group Inc	$175.77M	$41.19M	$216.95M	0.3%	$224.70M	Real Estate
TSM Taiwan Semiconductor Manufactur	$171.78M	$1.94M	$173.72M	0.2%	$158.11M	Technology
ADSK Autodesk, Inc.	$39.98M	$292,797	$40.27M	0.1%	$44.94M	Technology
ING ING Group, N.V.	$312,074	$2.98M	$3.29M	0.0%	$3.82M	Financial Services

Largest Shared Position

Alphabet Inc. (GOOGL) represents the largest overlapping position between Parnassus Endeavor Fund and Hancock Classic Value based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $2.02B, reflecting overlapping institutional exposure to Alphabet Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Technology	$3.96B	ADSK, MSFT, NVDA, ORCL, TSM
Financial Services	$2.32B	BAC, C, ING, JPM
Communication Services	$2.02B	GOOGL
Utilities	$531.12M	GEV
Healthcare	$254.29M	CI
Real Estate	$216.95M	CBRE

Consensus Smart Money Signals

Shared holdings between Parnassus Endeavor Fund and Hancock Classic Value 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 ($2.02B combined).
Highest average portfolio weight in overlap: GOOGL (2.7% conviction score).
Largest estimated mark-to-market gain since filing: MSFT ($565.89M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Parnassus Endeavor Fund and Hancock Classic Value increased between Q1 2001 and Q2 2001, with 13 shared holdings in the latest period ($9.31B combined reported value) versus 9 in the prior period ($6.46B).

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