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 & Fundsmith Investment Services Portfolio Overlap

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

Overlap Score

Minimal overlap

Shared Holdings

14 shared positions across both portfolios (130 holdings for Parnassus Endeavor Fund, 27 for Fundsmith Investment Services).

Stock	Parnassus Endeavor Fund value	Fundsmith Investment Services value	Combined value	Conviction	Est. current value	Sector
GOOGL Alphabet Inc.	$1.96B	$199.76M	$2.16B	4.8%	$2.10B	Communication Services
MSFT Microsoft Corporation	$1.75B	$188.51M	$1.94B	4.4%	$2.58B	Technology
WM Waste Management, Inc.	$1.07B	$25.63M	$1.09B	1.7%	$1.05B	Industrials
MA Mastercard Incorporated	$811.63M	$201.81M	$1.01B	3.3%	$1.12B	Financial Services
SYK Stryker Corporation	$605.91M	$330.77M	$936.68M	4.5%	$833.41M	Healthcare
MAR Marriott International	$543.64M	$334.24M	$877.88M	4.4%	$791.20M	Consumer Cyclical
GEV GE Vernova Inc.	$530.90M	$151.14M	$682.04M	2.4%	$536.95M	Utilities
PG Procter & Gamble Company (The)	$359.02M	$159.24M	$518.26M	2.2%	$521.48M	Consumer Defensive
TSM Taiwan Semiconductor Manufactur	$171.78M	$196.51M	$368.29M	2.4%	$331.80M	Technology
V Visa Inc.	$106.95M	$233.47M	$340.42M	2.7%	$367.05M	Financial Services
META Meta Platforms, Inc.	$5.45M	$191.93M	$197.38M	2.1%	$239.09M	Communication Services
IDXX IDEXX Laboratories, Inc.	$15.47M	$172.18M	$187.65M	1.9%	$180.53M	Healthcare
NFLX Netflix, Inc.	$1.73M	$156.15M	$157.88M	1.7%	$166.52M	Communication Services
ORLY O'Reilly Automotive, Inc.	$53.00M	$498,207	$53.50M	0.1%	$49.32M	Consumer Cyclical

Largest Shared Position

Alphabet Inc. (GOOGL) represents the largest overlapping position between Parnassus Endeavor Fund and Fundsmith Investment Services 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 $2.16B, reflecting overlapping institutional exposure to Alphabet Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Communication Services	$2.52B	GOOGL, META, NFLX
Technology	$2.30B	MSFT, TSM
Financial Services	$1.35B	MA, V
Healthcare	$1.12B	IDXX, SYK
Industrials	$1.09B	WM
Consumer Cyclical	$931.38M	MAR, ORLY
Utilities	$682.04M	GEV
Consumer Defensive	$518.26M	PG

Consensus Smart Money Signals

Shared holdings between Parnassus Endeavor Fund and Fundsmith Investment Services 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 ($2.16B combined).
Highest average portfolio weight in overlap: GOOGL (4.8% conviction score).
Largest estimated mark-to-market gain since filing: MSFT ($647.44M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Parnassus Endeavor Fund and Fundsmith Investment Services was unchanged between Q1 2001 and Q2 2001, with 14 shared holdings in the latest period ($10.53B combined reported value) versus 14 in the prior period ($12.51B).

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