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

Lountzis Asset Management & Eagle Capital Management Portfolio Overlap

Shared 13F holdings between Lountzis Asset Management and Eagle Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Strong overlap

Shared Holdings

12 shared positions across both portfolios (54 holdings for Lountzis Asset Management, 50 for Eagle Capital Management).

Stock	Lountzis Asset Management value	Eagle Capital Management value	Combined value	Conviction	Est. current value	Sector
AMAT Applied Materials, Inc.	$73.25M	$14,411	$73.26M	14.1%	$61.49M	Technology
BRK-B Berkshire Hathaway Inc. New	$66.35M	$5,565	$66.36M	11.5%	$72.44M	Financial Services
GOOGL Alphabet Inc.	$17.17M	$15,174	$17.19M	5.3%	$31.31M	Communication Services
PEP Pepsico, Inc.	$4.98M	$2,702	$4.99M	1.3%	$7.99M	Consumer Defensive
NVDA NVIDIA Corporation	$1.26M	$2,746	$1.26M	0.7%	$4.51M	Technology
AAPL Apple Inc.	$963,518	$14,302	$977,820	2.6%	$16.14M	Technology
JNJ Johnson & Johnson	$739,561	$260	$739,821	0.2%	$1.02M	Healthcare
MSFT Microsoft Corporation	$667,333	$7,947	$675,280	1.5%	$11.44M	Technology
XOM Exxon Mobil Corporation	$645,865	$360	$646,225	0.2%	$1.18M	Energy
JPM JP Morgan Chase & Co.	$312,273	$6,976	$319,249	1.2%	$8.08M	Financial Services
V Visa Inc.	$281,398	$7,011	$288,409	1.2%	$7.74M	Financial Services
TSM Taiwan Semiconductor Manufactur	$237,247	$7,185	$244,432	1.3%	$6.63M	Technology

Largest Shared Position

Applied Materials, Inc. (AMAT) represents the largest overlapping position between Lountzis Asset Management and Eagle Capital Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AMAT positions reported by both investment firms is approximately $73.26M, reflecting overlapping institutional exposure to Applied Materials, Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Technology	$76.42M	AAPL, AMAT, MSFT, NVDA, TSM
Financial Services	$66.96M	BRK-B, JPM, V
Communication Services	$17.19M	GOOGL
Consumer Defensive	$4.99M	PEP
Healthcare	$739,821	JNJ
Energy	$646,225	XOM

Consensus Smart Money Signals

Shared holdings between Lountzis Asset Management and Eagle Capital Management 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: AMAT ($73.26M combined).
Highest average portfolio weight in overlap: AMAT (14.1% conviction score).
Largest estimated mark-to-market gain since filing: AAPL ($15.16M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Lountzis Asset Management and Eagle Capital Management increased between Q1 2001 and Q2 2001, with 12 shared holdings in the latest period ($166.95M combined reported value) versus 10 in the prior period ($127.95M).

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