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.
Fundsmith & Fundsmith Investment Services Portfolio Overlap
Shared 13F holdings between Fundsmith and Fundsmith Investment Services based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
19 shared positions across both portfolios (34 holdings for Fundsmith, 24 for Fundsmith Investment Services).
| Stock | Fundsmith value | Fundsmith Investment Services value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MAR Marriott International | $1.10B | $392.20M | $1.49B | 8.7% | $1.72B | Consumer Cyclical |
| SYK Stryker Corporation | $1.01B | $389.66M | $1.40B | 8.3% | $1.40B | Healthcare |
| WAT Waters Corporation | $956.56M | $326.64M | $1.28B | 7.4% | $1.62B | Healthcare |
| V Visa Inc. | $938.18M | $309.93M | $1.25B | 7.2% | $1.44B | Financial Services |
| GOOGL Alphabet Inc. | $850.08M | $326.20M | $1.18B | 7.0% | $1.46B | Communication Services |
| PM Philip Morris International Inc | $845.41M | $277.39M | $1.12B | 6.4% | $1.23B | Consumer Defensive |
| IDXX IDEXX Laboratories, Inc. | $823.61M | $270.60M | $1.09B | 6.3% | $1.10B | Healthcare |
| ADP Automatic Data Processing, Inc. | $783.28M | $269.68M | $1.05B | 6.1% | $1.25B | Technology |
| META Meta Platforms, Inc. | $756.00M | $268.35M | $1.02B | 6.0% | $1.20B | Communication Services |
| MSFT Microsoft Corporation | $769.86M | $245.79M | $1.02B | 5.8% | $1.06B | Technology |
| MTD Mettler-Toledo International, I | $717.01M | $280.94M | $997.96M | 6.0% | $1.03B | Healthcare |
| CHD Church & Dwight Company, Inc. | $619.79M | $242.37M | $862.15M | 5.2% | $890.24M | Consumer Defensive |
| PG Procter & Gamble Company (The) | $606.64M | $254.31M | $860.95M | 5.3% | $876.45M | Consumer Defensive |
| TXN Texas Instruments Incorporated | $509.25M | $168.32M | $677.57M | 3.9% | $1.09B | Technology |
| FTNT Fortinet, Inc. | $503.12M | $135.64M | $638.76M | 3.5% | $1.23B | Technology |
| ZTS Zoetis Inc. | $458.37M | $132.41M | $590.78M | 3.3% | $377.63M | Healthcare |
| OTIS Otis Worldwide Corporation | $210.55M | $74.52M | $285.07M | 1.7% | $270.32M | Industrials |
| BMI Badger Meter, Inc. | $21.71M | $20.21M | $41.91M | 0.3% | $39.67M | Technology |
| HD Home Depot, Inc. (The) | $9.41M | $1.51M | $10.92M | 0.1% | $11.40M | Consumer Cyclical |
Largest Shared Position
Marriott International (MAR) represents the largest overlapping position between Fundsmith and Fundsmith Investment Services based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of MAR positions reported by both investment firms is approximately $1.49B, reflecting overlapping institutional exposure to Marriott International.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Healthcare | $5.36B | IDXX, MTD, SYK, WAT, ZTS |
| Technology | $3.43B | ADP, BMI, FTNT, MSFT, TXN |
| Consumer Defensive | $2.85B | CHD, PG, PM |
| Communication Services | $2.20B | GOOGL, META |
| Consumer Cyclical | $1.51B | HD, MAR |
| Financial Services | $1.25B | V |
| Industrials | $285.07M | OTIS |
Consensus Smart Money Signals
Shared holdings between Fundsmith and Fundsmith Investment Services 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: MAR ($1.49B combined).
- Highest average portfolio weight in overlap: MAR (8.7% conviction score).
- Largest estimated mark-to-market gain since filing: FTNT ($592.41M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Fundsmith and Fundsmith Investment Services decreased between Q4 2001 and Q1 2001, with 19 shared holdings in the latest period ($16.87B combined reported value) versus 20 in the prior period ($21.40B).
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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