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

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%	$1.69B	Consumer Cyclical
SYK Stryker Corporation	$1.01B	$389.66M	$1.40B	8.3%	$1.34B	Healthcare
WAT Waters Corporation	$956.56M	$326.64M	$1.28B	7.4%	$1.48B	Healthcare
V Visa Inc.	$938.18M	$309.93M	$1.25B	7.2%	$1.36B	Financial Services
GOOGL Alphabet Inc.	$850.08M	$326.20M	$1.18B	7.0%	$1.57B	Communication Services
PM Philip Morris International Inc	$845.41M	$277.39M	$1.12B	6.4%	$1.28B	Consumer Defensive
IDXX IDEXX Laboratories, Inc.	$823.61M	$270.60M	$1.09B	6.3%	$1.09B	Healthcare
ADP Automatic Data Processing, Inc.	$783.28M	$269.68M	$1.05B	6.1%	$1.17B	Technology
META Meta Platforms, Inc.	$756.00M	$268.35M	$1.02B	6.0%	$1.09B	Communication Services
MSFT Microsoft Corporation	$769.86M	$245.79M	$1.02B	5.8%	$1.15B	Technology
MTD Mettler-Toledo International, I	$717.01M	$280.94M	$997.96M	6.0%	$872.85M	Healthcare
CHD Church & Dwight Company, Inc.	$619.79M	$242.37M	$862.15M	5.2%	$889.22M	Consumer Defensive
PG Procter & Gamble Company (The)	$606.64M	$254.31M	$860.95M	5.3%	$860.95M	Consumer Defensive
TXN Texas Instruments Incorporated	$509.25M	$168.32M	$677.57M	3.9%	$1.08B	Technology
FTNT Fortinet, Inc.	$503.12M	$135.64M	$638.76M	3.5%	$1.05B	Technology
ZTS Zoetis Inc.	$458.37M	$132.41M	$590.78M	3.3%	$406.41M	Healthcare
OTIS Otis Worldwide Corporation	$210.55M	$74.52M	$285.07M	1.7%	$269.13M	Industrials
BMI Badger Meter, Inc.	$21.71M	$20.21M	$41.91M	0.3%	$34.62M	Technology
HD Home Depot, Inc. (The)	$9.41M	$1.51M	$10.92M	0.1%	$10.39M	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 ($408.10M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 19 shared holdings ($16.87B combined reported value).

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