{
  "page": "compare",
  "query": {
    "a": "BFSIX",
    "b": "NGUAX"
  },
  "retrieved_at": "2026-07-07T18:42:42+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": "Neuberger Berman Large Cap Growth Fund",
    "ticker": "NGUAX",
    "slug": "NGUAX",
    "series_id": "S000007849",
    "html_url": "https://fundwatcher.app/funds/NGUAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4312225415968928048314200919",
    "coverage_b_by_a": "0.4312225415968928048314200920",
    "shared_count": 14,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
    },
    "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": false
      },
      {
        "name": "APPLE INC",
        "value": "2905980.00",
        "weight": "0.04592238",
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      },
      {
        "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",
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      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "1701900.00",
        "weight": "0.02689464",
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      },
      {
        "name": "LOWES COS INC",
        "value": "1587420.00",
        "weight": "0.02508555",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1551630.00",
        "weight": "0.02451997",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "1522880.00",
        "weight": "0.02406564",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1516185.00",
        "weight": "0.02395984",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "1513770.00",
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      },
      {
        "name": "U.S. Treasury Bills",
        "value": "1488066.66",
        "weight": "0.02351549",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "1448760.00",
        "weight": "0.02289434",
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      },
      {
        "name": "MONEY MARKET FUND",
        "value": "1435285.43",
        "weight": "0.02268141",
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      },
      {
        "name": "DEERE & CO",
        "value": "1259420.00",
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      },
      {
        "name": "ORACLE CORP",
        "value": "1235900.00",
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      },
      {
        "name": "DR HORTON INC",
        "value": "1202925.00",
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      },
      {
        "name": "PFIZER INC",
        "value": "1106000.00",
        "weight": "0.01747780",
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      },
      {
        "name": "BARRICK MINING CORP",
        "value": "1014800.00",
        "weight": "0.01603660",
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      },
      {
        "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": false
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "933700.00",
        "weight": "0.01475500",
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      },
      {
        "name": "DANAHER CORP",
        "value": "842560.00",
        "weight": "0.01331474",
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      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
        "value": "791850.00",
        "weight": "0.01251338",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "772250.00",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "757425.00",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "751840.00",
        "weight": "0.01188111",
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      },
      {
        "name": "ECOLAB INC",
        "value": "616700.00",
        "weight": "0.00974553",
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      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "214360.00",
        "weight": "0.00338747",
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      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "200822361.87",
        "weight": "0.08199130",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "190315762.56",
        "weight": "0.07770169",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "185988310.84",
        "weight": "0.07593489",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "154594020.00",
        "weight": "0.06311730",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "144569334.84",
        "weight": "0.05902444",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "116278306.56",
        "weight": "0.04747385",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "95831766.80",
        "weight": "0.03912598",
        "shared": true
      },
      {
        "name": "FANATICS HOLDINGS INC CLASS A",
        "value": "86135450.59",
        "weight": "0.03516719",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "76793166.02",
        "weight": "0.03135294",
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      },
      {
        "name": "NETFLIX INC",
        "value": "75554270.64",
        "weight": "0.03084713",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "71254200.08",
        "weight": "0.02909151",
        "shared": false
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "67612093.96",
        "weight": "0.02760451",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "59781200.64",
        "weight": "0.02440733",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "54075184.48",
        "weight": "0.02207770",
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      },
      {
        "name": "ASML HOLDING-NY",
        "value": "50018209.92",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "49643328.90",
        "weight": "0.02026827",
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      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "49553922.26",
        "weight": "0.02023176",
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      },
      {
        "name": "TJX COS INC",
        "value": "40341444.70",
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      },
      {
        "name": "NVENT ELECTRIC PLC",
        "value": "39993607.28",
        "weight": "0.01632850",
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      },
      {
        "name": "CENTERPOINT ENERGY INC",
        "value": "39784578.00",
        "weight": "0.01624316",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "38677879.35",
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      {
        "name": "CROWDSTRIKE HOLDINGS INC",
        "value": "33542552.54",
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      {
        "name": "SYNOPSYS INC",
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      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "29076351.20",
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      {
        "name": "BROOKFIELD ASSET MANAGEMENT LTD A",
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      },
      {
        "name": "ABBVIE INC",
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      {
        "name": "S&P GLOBAL INC",
        "value": "25600317.80",
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      {
        "name": "TESLA INC",
        "value": "23820139.29",
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      },
      {
        "name": "NEXTERA ENERGY INC",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "21796862.70",
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      },
      {
        "name": "WALMART INC",
        "value": "21754954.65",
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      },
      {
        "name": "State Street Institutional Treasury Money Market Fund",
        "value": "20621790.68",
        "weight": "0.00841942",
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      },
      {
        "name": "KKR & CO INC",
        "value": "19770349.44",
        "weight": "0.00807179",
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      },
      {
        "name": "SERVICENOW INC",
        "value": "19516866.95",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "18424061.20",
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      },
      {
        "name": "DEERE & CO",
        "value": "16662756.31",
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      },
      {
        "name": "WAYSTAR HOLDING CORP",
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      },
      {
        "name": "WILLIAMS COS INC",
        "value": "16374813.28",
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      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "16035596.92",
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      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "15215789.52",
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      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "14432930.64",
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      },
      {
        "name": "ITT INC",
        "value": "14140565.01",
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      },
      {
        "name": "CLOUDFLARE INC-A",
        "value": "12380288.81",
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      },
      {
        "name": "FABLETICS SERIES G PFD STOCK",
        "value": "10302180.00",
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      },
      {
        "name": "LIVE NATION ENTERTAINMENT INC",
        "value": "8952560.10",
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      },
      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "8640339.68",
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      },
      {
        "name": "BOEING CO/THE",
        "value": "8230442.69",
        "weight": "0.00336031",
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      },
      {
        "name": "CHEWY INC- CL A",
        "value": "8203652.70",
        "weight": "0.00334937",
        "shared": false
      },
      {
        "name": "CANVA INC COMMON A RESTRICTED",
        "value": "7717104.32",
        "weight": "0.00315072",
        "shared": false
      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "7184883.76",
        "weight": "0.00293343",
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      }
    ]
  },
  "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": "0001410368-26-040130",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/44402/000141036826040130/0001410368-26-040130-index.htm"
    }
  ]
}