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

Matrix Private Capital Group & Gardner Russo & Quinn Portfolio Overlap

Shared 13F holdings between Matrix Private Capital Group and Gardner Russo & Quinn based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Limited overlap

Shared Holdings

14 shared positions across both portfolios (141 holdings for Matrix Private Capital Group, 76 for Gardner Russo & Quinn).

Stock	Matrix Private Capital Group value	Gardner Russo & Quinn value	Combined value	Conviction	Est. current value	Sector
GOOG Alphabet Inc.	$1.17M	$1.08B	$1.08B	6.6%	$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	$2.40M	$819.68M	$822.08M	5.4%	$865.13M	Consumer Defensive
BRK-B Berkshire Hathaway Inc. New	$1.06M	$540.10M	$541.17M	3.4%	$545.10M	Financial Services
JPM JP Morgan Chase & Co.	$2.77M	$8.09M	$10.86M	0.7%	$12.04M	Financial Services
GOOGL Alphabet Inc.	$882,612	$3.97M	$4.85M	0.2%	$4.70M	Communication Services
AAPL Apple Inc.	$3.03M	$1.33M	$4.37M	0.7%	$4.62M	Technology
ABBV AbbVie Inc.	$404,637	$3.12M	$3.53M	0.1%	$3.50M	Healthcare
CVX Chevron Corporation	$2.88M	$409,427	$3.29M	0.6%	$3.97M	Energy
MSFT Microsoft Corporation	$1.25M	$1.34M	$2.59M	0.3%	$3.44M	Technology
AMZN Amazon.com, Inc.	$1.91M	$223,086	$2.14M	0.4%	$2.35M	Consumer Cyclical
MRK Merck & Company, Inc.	$1.11M	$211,006	$1.32M	0.2%	$1.38M	Healthcare
WFC Wells Fargo & Company	$430,472	$615,762	$1.05M	0.1%	$1.12M	Financial Services
JNJ Johnson & Johnson	$231,113	$282,415	$513,528	0.1%	$526,428	Healthcare

Largest Shared Position

Alphabet Inc. (GOOG) represents the largest overlapping position between Matrix Private Capital Group 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	$1.63B	BRK-A, BRK-B, JPM, WFC
Communication Services	$1.08B	GOOG, GOOGL
Consumer Defensive	$822.08M	PM
Technology	$6.96M	AAPL, MSFT
Healthcare	$5.36M	ABBV, JNJ, MRK
Energy	$3.29M	CVX
Consumer Cyclical	$2.14M	AMZN

Consensus Smart Money Signals

Shared holdings between Matrix Private Capital Group 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: GOOG (6.6% conviction score).
Largest estimated mark-to-market gain since filing: PM ($43.06M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Matrix Private Capital Group and Gardner Russo & Quinn increased between Q1 2001 and Q2 2001, with 14 shared holdings in the latest period ($3.55B combined reported value) versus 13 in the prior period ($3.37B).

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