{
  "page": "compare",
  "query": {
    "a": "BFSIX",
    "b": "CVAAX"
  },
  "retrieved_at": "2026-07-07T15:58:23+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "BRADLEY FOSTER & SARGENT EQUITY FUND",
    "ticker": "BFSIX",
    "slug": "BFSIX",
    "series_id": "S000042102",
    "html_url": "https://fundwatcher.app/funds/BFSIX/"
  },
  "fund_b": {
    "name": "Calamos Select Fund",
    "ticker": "CVAAX",
    "slug": "CVAAX",
    "series_id": "S000004058",
    "html_url": "https://fundwatcher.app/funds/CVAAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4294820534502841386656436727",
    "coverage_b_by_a": "0.4294820534502841386656436726",
    "shared_count": 15,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "3741120.00",
        "weight": "0.05911986",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3338290.00",
        "weight": "0.05275405",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3240900.00",
        "weight": "0.05121502",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "3100825.00",
        "weight": "0.04900146",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "3003000.00",
        "weight": "0.04745556",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "2905980.00",
        "weight": "0.04592238",
        "shared": true
      },
      {
        "name": "ALAMOS GOLD INC A",
        "value": "2709500.00",
        "weight": "0.04281746",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2520000.00",
        "weight": "0.03982284",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "2396625.00",
        "weight": "0.03787318",
        "shared": true
      },
      {
        "name": "BOEING CO/THE",
        "value": "2275300.00",
        "weight": "0.03595592",
        "shared": true
      },
      {
        "name": "AGNICO EAGLE MINES LTD",
        "value": "2264400.00",
        "weight": "0.03578367",
        "shared": false
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "2084440.00",
        "weight": "0.03293981",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "1701900.00",
        "weight": "0.02689464",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "1587420.00",
        "weight": "0.02508555",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1551630.00",
        "weight": "0.02451997",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1522880.00",
        "weight": "0.02406564",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1516185.00",
        "weight": "0.02395984",
        "shared": false
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "1513770.00",
        "weight": "0.02392168",
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      },
      {
        "name": "U.S. Treasury Bills",
        "value": "1488066.66",
        "weight": "0.02351549",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1485660.00",
        "weight": "0.02347746",
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      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "1448760.00",
        "weight": "0.02289434",
        "shared": false
      },
      {
        "name": "MONEY MARKET FUND",
        "value": "1435285.43",
        "weight": "0.02268141",
        "shared": false
      },
      {
        "name": "DEERE & CO",
        "value": "1259420.00",
        "weight": "0.01990226",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "1235900.00",
        "weight": "0.01953058",
        "shared": true
      },
      {
        "name": "DR HORTON INC",
        "value": "1202925.00",
        "weight": "0.01900948",
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      },
      {
        "name": "PFIZER INC",
        "value": "1106000.00",
        "weight": "0.01747780",
        "shared": false
      },
      {
        "name": "BARRICK MINING CORP",
        "value": "1014800.00",
        "weight": "0.01603660",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "996600.00",
        "weight": "0.01574899",
        "shared": false
      },
      {
        "name": "United States Treasury Bill",
        "value": "983345.31",
        "weight": "0.01553953",
        "shared": false
      },
      {
        "name": "STRYKER CORP",
        "value": "968650.00",
        "weight": "0.01530730",
        "shared": true
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "933700.00",
        "weight": "0.01475500",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "842560.00",
        "weight": "0.01331474",
        "shared": true
      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
        "value": "791850.00",
        "weight": "0.01251338",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "772250.00",
        "weight": "0.01220365",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "757425.00",
        "weight": "0.01196937",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "751840.00",
        "weight": "0.01188111",
        "shared": false
      },
      {
        "name": "ECOLAB INC",
        "value": "616700.00",
        "weight": "0.00974553",
        "shared": false
      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "214360.00",
        "weight": "0.00338747",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "5002400.00",
        "weight": "0.08315404",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "4637769.45",
        "weight": "0.07709285",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "4028427.00",
        "weight": "0.06696385",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "3681630.50",
        "weight": "0.06119911",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3339050.40",
        "weight": "0.05550446",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "2433398.50",
        "weight": "0.04044997",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "1956045.00",
        "weight": "0.03251500",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1732040.50",
        "weight": "0.02879141",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "1328411.00",
        "weight": "0.02208195",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1286354.51",
        "weight": "0.02138285",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1236012.75",
        "weight": "0.02054603",
        "shared": false
      },
      {
        "name": "BOEING CO/THE",
        "value": "1162757.00",
        "weight": "0.01932831",
        "shared": true
      },
      {
        "name": "DANAHER CORP",
        "value": "1109115.63",
        "weight": "0.01843664",
        "shared": true
      },
      {
        "name": "SOUTHERN CO",
        "value": "1075292.40",
        "weight": "0.01787440",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "1062105.60",
        "weight": "0.01765520",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "1027789.00",
        "weight": "0.01708476",
        "shared": false
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "1022748.48",
        "weight": "0.01700097",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "1010229.00",
        "weight": "0.01679286",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "993068.48",
        "weight": "0.01650761",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "992663.50",
        "weight": "0.01650088",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "981854.74",
        "weight": "0.01632120",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "930981.50",
        "weight": "0.01547555",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "924399.58",
        "weight": "0.01536614",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "915642.00",
        "weight": "0.01522056",
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      },
      {
        "name": "DEERE & CO",
        "value": "876480.00",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "864179.50",
        "weight": "0.01436511",
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      },
      {
        "name": "S&P GLOBAL INC",
        "value": "849741.90",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "846364.00",
        "weight": "0.01406896",
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      },
      {
        "name": "ROYAL CARIBBEAN CRUISES LTD",
        "value": "845063.95",
        "weight": "0.01404735",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "815469.60",
        "weight": "0.01355541",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "807465.99",
        "weight": "0.01342237",
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      },
      {
        "name": "DOORDASH INC-A",
        "value": "803133.50",
        "weight": "0.01335035",
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      },
      {
        "name": "SYNOPSYS INC",
        "value": "799997.80",
        "weight": "0.01329823",
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      },
      {
        "name": "STRYKER CORP",
        "value": "776076.00",
        "weight": "0.01290058",
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      },
      {
        "name": "AIRBNB INC CLASS A",
        "value": "758108.20",
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      },
      {
        "name": "SPOTIFY TECHNOLOGY SA",
        "value": "735514.50",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "711315.00",
        "weight": "0.01182407",
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      },
      {
        "name": "IQVIA HOLDINGS INC",
        "value": "711163.50",
        "weight": "0.01182155",
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      },
      {
        "name": "ARISTA NETWORKS INC",
        "value": "694526.00",
        "weight": "0.01154499",
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      },
      {
        "name": "SNOWFLAKE INC CL A",
        "value": "674450.00",
        "weight": "0.01121127",
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      },
      {
        "name": "DATADOG INC CL A",
        "value": "640134.00",
        "weight": "0.01064084",
        "shared": false
      },
      {
        "name": "SHERWIN WILLIAMS CO",
        "value": "609980.80",
        "weight": "0.01013961",
        "shared": false
      },
      {
        "name": "INTUIT INC",
        "value": "603693.20",
        "weight": "0.01003509",
        "shared": false
      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "591296.66",
        "weight": "0.00982902",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "498677.40",
        "weight": "0.00828943",
        "shared": true
      },
      {
        "name": "ZEBRA TECHNOLOGIES CORP CL A",
        "value": "411215.00",
        "weight": "0.00683556",
        "shared": false
      },
      {
        "name": "HUBSPOT INC",
        "value": "364000.00",
        "weight": "0.00605071",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-006111",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1437249/000091047226006111/0000910472-26-006111-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-034367",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/826732/000141036826034367/0001410368-26-034367-index.htm"
    }
  ]
}