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.
Matrix Private Capital Group & Torray Fund Portfolio Overlap
Shared 13F holdings between Matrix Private Capital Group and Torray Fund based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
27
Limited overlap
Shared Holdings
21 shared positions across both portfolios (141 holdings for Matrix Private Capital Group, 88 for Torray Fund).
| Stock | Matrix Private Capital Group value | Torray Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AVGO Broadcom Inc. | $2.61M | $38.33M | $40.94M | 3.4% | $42.59M | Technology |
| CVX Chevron Corporation | $2.88M | $22.43M | $25.31M | 2.3% | $30.54M | Energy |
| BX Blackstone Inc. | $1.39M | $22.22M | $23.61M | 2.0% | $28.88M | Financial Services |
| VUG Vanguard Growth ETF | $21.20M | $397,622 | $21.60M | 4.6% | $22.40M | — |
| ABBV AbbVie Inc. | $404,637 | $20.79M | $21.19M | 1.6% | $21.01M | Healthcare |
| OKE ONEOK, Inc. | $393,143 | $20.76M | $21.16M | 1.6% | $23.12M | Energy |
| AMZN Amazon.com, Inc. | $1.91M | $16.22M | $18.14M | 1.6% | $19.99M | Consumer Cyclical |
| AAPL Apple Inc. | $3.03M | $14.00M | $17.03M | 1.7% | $18.00M | Technology |
| GOOGL Alphabet Inc. | $882,612 | $16.11M | $17.00M | 1.4% | $16.45M | Communication Services |
| MSFT Microsoft Corporation | $1.25M | $13.49M | $14.74M | 1.3% | $19.58M | Technology |
| TSM Taiwan Semiconductor Manufactur | $1.47M | $12.56M | $14.03M | 1.3% | $12.53M | Technology |
| MPWR Monolithic Power Systems, Inc. | $236,726 | $5.14M | $5.37M | 0.4% | $5.45M | Technology |
| JPM JP Morgan Chase & Co. | $2.77M | $968,569 | $3.74M | 0.7% | $4.15M | Financial Services |
| NVDA NVIDIA Corporation | $3.01M | $587,864 | $3.60M | 0.7% | $4.05M | Technology |
| GOOG Alphabet Inc. | $1.17M | $2.13M | $3.29M | 0.4% | $3.20M | Communication Services |
| IWF iShares Russell 1000 Growth ETF | $2.29M | $244,863 | $2.54M | 0.5% | $2.56M | — |
| BRK-B Berkshire Hathaway Inc. New | $1.06M | $1.44M | $2.51M | 0.3% | $2.52M | Financial Services |
| JNJ Johnson & Johnson | $231,113 | $1.05M | $1.28M | 0.1% | $1.32M | Healthcare |
| MMM 3M Company | $519,731 | $323,820 | $843,551 | 0.1% | $951,607 | Industrials |
| WFC Wells Fargo & Company | $430,472 | $247,920 | $678,392 | 0.1% | $729,123 | Financial Services |
| VTI Vanguard Total Stock Market ETF | $66,337 | $275,733 | $342,070 | 0.0% | $354,677 | — |
Largest Shared Position
Broadcom Inc. (AVGO) represents the largest overlapping position between Matrix Private Capital Group and Torray Fund based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AVGO positions reported by both investment firms is approximately $40.94M, reflecting overlapping institutional exposure to Broadcom Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $95.72M | AAPL, AVGO, MPWR, MSFT, NVDA, TSM |
| Energy | $46.47M | CVX, OKE |
| Financial Services | $30.53M | BRK-B, BX, JPM, WFC |
| Other | $24.48M | IWF, VTI, VUG |
| Healthcare | $22.47M | ABBV, JNJ |
| Communication Services | $20.29M | GOOG, GOOGL |
| Consumer Cyclical | $18.14M | AMZN |
| Industrials | $843,551 | MMM |
Consensus Smart Money Signals
Shared holdings between Matrix Private Capital Group and Torray Fund 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: AVGO ($40.94M combined).
- Highest average portfolio weight in overlap: VUG (4.6% conviction score).
- Largest estimated mark-to-market gain since filing: BX ($5.27M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Matrix Private Capital Group and Torray Fund increased between Q1 2001 and Q2 2001, with 21 shared holdings in the latest period ($258.94M combined reported value) versus 19 in the prior period ($257.43M).
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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