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.
Lountzis Asset Management & Gardner Russo & Quinn Portfolio Overlap
Shared 13F holdings between Lountzis Asset Management and Gardner Russo & Quinn based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
88
Extremely high shared conviction
Shared Holdings
19 shared positions across both portfolios (52 holdings for Lountzis Asset Management, 78 for Gardner Russo & Quinn).
| Stock | Lountzis Asset Management value | Gardner Russo & Quinn value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| BRK-A Berkshire Hathaway Inc. | $718,140 | $1.05B | $1.05B | 6.6% | — | Financial Services |
| GOOG Alphabet Inc. | $1.49M | $961.08M | $962.57M | 6.2% | $1.20B | Communication Services |
| MA Mastercard Incorporated | $249,830 | $777.04M | $777.29M | 4.8% | $839.10M | Financial Services |
| PM Philip Morris International Inc | $253,885 | $761.40M | $761.66M | 4.8% | $839.64M | Consumer Defensive |
| BRK-B Berkshire Hathaway Inc. New | $64.36M | $532.12M | $596.48M | 15.1% | — | Financial Services |
| MLM Martin Marietta Materials, Inc. | $4.90M | $421.15M | $426.05M | 3.5% | $433.82M | Basic Materials |
| L31839134 Eurofins | $538,130 | $223.55M | $224.09M | 1.5% | — | — |
| JPM JP Morgan Chase & Co. | $328,283 | $43.77M | $44.10M | 0.3% | $50.14M | Financial Services |
| XOM Exxon Mobil Corporation | $944,497 | $32.91M | $33.85M | 0.4% | $27.35M | Energy |
| V Visa Inc. | $247,886 | $28.35M | $28.60M | 0.2% | $34.27M | Financial Services |
| WFC Wells Fargo & Company | $19.51M | $593,115 | $20.10M | 3.6% | $21.59M | Financial Services |
| GOOGL Alphabet Inc. | $13.83M | $3.34M | $17.17M | 2.6% | $21.49M | Communication Services |
| ORCL Oracle Corporation | $13.65M | $529,596 | $14.18M | 2.5% | $13.52M | Technology |
| PEP Pepsico, Inc. | $5.91M | $1.43M | $7.34M | 1.1% | $6.82M | Consumer Defensive |
| ABBV AbbVie Inc. | $763,607 | $2.70M | $3.46M | 0.2% | $4.16M | Healthcare |
| ABT Abbott Laboratories | $762,838 | $1.18M | $1.94M | 0.1% | $1.81M | Healthcare |
| MSFT Microsoft Corporation | $488,254 | $1.31M | $1.80M | 0.1% | $1.90M | Technology |
| AAPL Apple Inc. | $433,727 | $1.21M | $1.64M | 0.1% | $1.99M | Technology |
| JNJ Johnson & Johnson | $664,876 | $318,750 | $983,626 | 0.1% | $1.06M | Healthcare |
Largest Shared Position
Berkshire Hathaway Inc. (BRK-A) represents the largest overlapping position between Lountzis Asset Management and Gardner Russo & Quinn based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of BRK-A positions reported by both investment firms is approximately $1.05B, reflecting overlapping institutional exposure to Berkshire Hathaway Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $2.52B | BRK-A, BRK-B, JPM, MA, V, WFC |
| Communication Services | $979.74M | GOOG, GOOGL |
| Consumer Defensive | $769.00M | PEP, PM |
| Basic Materials | $426.05M | MLM |
| Other | $224.09M | L31839134 |
| Energy | $33.85M | XOM |
| Technology | $17.62M | AAPL, MSFT, ORCL |
| Healthcare | $6.39M | ABBV, ABT, JNJ |
Consensus Smart Money Signals
Shared holdings between Lountzis Asset Management and Gardner Russo & Quinn 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: BRK-A ($1.05B combined).
- Highest average portfolio weight in overlap: BRK-B (15.1% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($232.61M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Lountzis Asset Management and Gardner Russo & Quinn was unchanged between Q4 2001 and Q1 2001, with 19 shared holdings in the latest period ($4.97B combined reported value) versus 19 in the prior period ($5.42B).
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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