{
  "page": "compare",
  "query": {
    "a": "BFSIX",
    "b": "SSUSX"
  },
  "retrieved_at": "2026-07-07T13:15:01+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": "State Street U.S. Equity V.I.S. Fund",
    "ticker": "SSUSX",
    "slug": "SSUSX",
    "series_id": "S000001639",
    "html_url": "https://fundwatcher.app/funds/SSUSX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4338296979353193873343584141",
    "coverage_b_by_a": "0.4338296979353193873343584141",
    "shared_count": 21,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "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": false
      },
      {
        "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": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "1701900.00",
        "weight": "0.02689464",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "1587420.00",
        "weight": "0.02508555",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1551630.00",
        "weight": "0.02451997",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1522880.00",
        "weight": "0.02406564",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1516185.00",
        "weight": "0.02395984",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "1513770.00",
        "weight": "0.02392168",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "1488066.66",
        "weight": "0.02351549",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1485660.00",
        "weight": "0.02347746",
        "shared": false
      },
      {
        "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": false
      },
      {
        "name": "ORACLE CORP",
        "value": "1235900.00",
        "weight": "0.01953058",
        "shared": true
      },
      {
        "name": "DR HORTON INC",
        "value": "1202925.00",
        "weight": "0.01900948",
        "shared": false
      },
      {
        "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": true
      },
      {
        "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",
        "shared": true
      },
      {
        "name": "DANAHER CORP",
        "value": "842560.00",
        "weight": "0.01331474",
        "shared": true
      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
        "value": "791850.00",
        "weight": "0.01251338",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "772250.00",
        "weight": "0.01220365",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "757425.00",
        "weight": "0.01196937",
        "shared": true
      },
      {
        "name": "EATON CORP PLC",
        "value": "751840.00",
        "weight": "0.01188111",
        "shared": false
      },
      {
        "name": "ECOLAB INC",
        "value": "616700.00",
        "weight": "0.00974553",
        "shared": true
      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "214360.00",
        "weight": "0.00338747",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "1603782.40",
        "weight": "0.09014694",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1022039.37",
        "weight": "0.05744777",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "982928.67",
        "weight": "0.05524940",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "961600.64",
        "weight": "0.05405057",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "821625.15",
        "weight": "0.04618269",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "593640.18",
        "weight": "0.03336790",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "554966.10",
        "weight": "0.03119407",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "336813.20",
        "weight": "0.01893192",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "320079.55",
        "weight": "0.01799134",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "299014.02",
        "weight": "0.01680727",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "294326.40",
        "weight": "0.01654378",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "277758.56",
        "weight": "0.01561252",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "269137.89",
        "weight": "0.01512796",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "267387.57",
        "weight": "0.01502958",
        "shared": true
      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "263758.56",
        "weight": "0.01482559",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "249164.91",
        "weight": "0.01400530",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "247703.60",
        "weight": "0.01392316",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "244481.25",
        "weight": "0.01374204",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "238133.84",
        "weight": "0.01338525",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "231024.16",
        "weight": "0.01298563",
        "shared": false
      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "223258.08",
        "weight": "0.01254910",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "218379.48",
        "weight": "0.01227488",
        "shared": false
      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
        "value": "217171.79",
        "weight": "0.01220700",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "215017.20",
        "weight": "0.01208589",
        "shared": false
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "210257.85",
        "weight": "0.01181837",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "206796.24",
        "weight": "0.01162380",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "203660.00",
        "weight": "0.01144752",
        "shared": true
      },
      {
        "name": "SEMPRA ENERGY",
        "value": "203473.98",
        "weight": "0.01143706",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "179589.20",
        "weight": "0.01009452",
        "shared": false
      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "174633.25",
        "weight": "0.00981595",
        "shared": false
      },
      {
        "name": "EQUINIX INC",
        "value": "165660.56",
        "weight": "0.00931161",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "164173.88",
        "weight": "0.00922804",
        "shared": false
      },
      {
        "name": "SYNOPSYS INC",
        "value": "159384.96",
        "weight": "0.00895886",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "154394.94",
        "weight": "0.00867838",
        "shared": true
      },
      {
        "name": "UNITED RENTALS INC",
        "value": "152997.60",
        "weight": "0.00859984",
        "shared": false
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "151746.35",
        "weight": "0.00852950",
        "shared": false
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "151421.85",
        "weight": "0.00851126",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "148215.98",
        "weight": "0.00833107",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "144003.72",
        "weight": "0.00809430",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "139356.00",
        "weight": "0.00783306",
        "shared": true
      },
      {
        "name": "BJS WHSL CLUB HLDGS INC",
        "value": "139264.30",
        "weight": "0.00782790",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "137686.80",
        "weight": "0.00773923",
        "shared": false
      },
      {
        "name": "SERVICENOW INC",
        "value": "136542.30",
        "weight": "0.00767490",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "134841.59",
        "weight": "0.00757931",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "133098.70",
        "weight": "0.00748134",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "131172.00",
        "weight": "0.00737304",
        "shared": false
      },
      {
        "name": "MARTIN MAR MTLS",
        "value": "125977.52",
        "weight": "0.00708107",
        "shared": false
      },
      {
        "name": "CBRE GROUP INC - CL A",
        "value": "122049.46",
        "weight": "0.00686027",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "119327.68",
        "weight": "0.00670728",
        "shared": false
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "115018.02",
        "weight": "0.00646504",
        "shared": true
      }
    ]
  },
  "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": "0001410368-26-055549",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/746687/000141036826055549/0001410368-26-055549-index.htm"
    }
  ]
}