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 & 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 June 30, 2026).

Overlap Score

Moderate overlap

Shared Holdings

17 shared positions across both portfolios (54 holdings for Lountzis Asset Management, 76 for Gardner Russo & Quinn).

Stock	Lountzis Asset Management value	Gardner Russo & Quinn value	Combined value	Conviction	Est. current value	Sector
GOOG Alphabet Inc.	$1.93M	$1.08B	$1.08B	6.7%	$1.05B	Communication Services
BRK-A Berkshire Hathaway Inc.	$748,850	$1.07B	$1.07B	6.5%	$1.08B	Financial Services
PM Philip Morris International Inc	$277,582	$819.68M	$819.95M	4.9%	$862.92M	Consumer Defensive
BRK-B Berkshire Hathaway Inc. New	$66.35M	$540.10M	$606.45M	13.7%	$610.86M	Financial Services
MLM Martin Marietta Materials, Inc.	$4.72M	$406.78M	$411.50M	3.2%	$390.97M	Basic Materials
L31839134 Eurofins	$582,141	$320.91M	$321.49M	2.0%	—	—
V Visa Inc.	$281,398	$29.94M	$30.22M	0.2%	$32.07M	Financial Services
GOOGL Alphabet Inc.	$17.17M	$3.97M	$21.14M	2.7%	$20.47M	Communication Services
WFC Wells Fargo & Company	$19.92M	$615,762	$20.53M	3.2%	$22.07M	Financial Services
ORCL Oracle Corporation	$13.53M	$397,883	$13.93M	2.1%	$14.31M	Technology
JPM JP Morgan Chase & Co.	$312,273	$8.09M	$8.40M	0.1%	$9.32M	Financial Services
PEP Pepsico, Inc.	$4.98M	$1.23M	$6.22M	0.8%	$6.47M	Consumer Defensive
ABBV AbbVie Inc.	$883,508	$3.12M	$4.01M	0.2%	$3.97M	Healthcare
AAPL Apple Inc.	$963,518	$1.33M	$2.29M	0.2%	$2.43M	Technology
MSFT Microsoft Corporation	$667,333	$1.34M	$2.00M	0.1%	$2.66M	Technology
ABT Abbott Laboratories	$628,828	$1.04M	$1.67M	0.1%	$2.05M	Healthcare
JNJ Johnson & Johnson	$739,561	$282,415	$1.02M	0.1%	$1.05M	Healthcare

Largest Shared Position

Alphabet Inc. (GOOG) 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 June 30, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $1.08B, reflecting overlapping institutional exposure to Alphabet Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$1.74B	BRK-A, BRK-B, JPM, V, WFC
Communication Services	$1.10B	GOOG, GOOGL
Consumer Defensive	$826.17M	PEP, PM
Basic Materials	$411.50M	MLM
Other	$321.49M	L31839134
Technology	$18.23M	AAPL, MSFT, ORCL
Healthcare	$6.70M	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: GOOG ($1.08B combined).
Highest average portfolio weight in overlap: BRK-B (13.7% conviction score).
Largest estimated mark-to-market gain since filing: PM ($42.96M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Lountzis Asset Management and Gardner Russo & Quinn decreased between Q1 2001 and Q2 2001, with 17 shared holdings in the latest period ($4.42B combined reported value) versus 19 in the prior period ($4.97B).

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