{
  "page": "compare",
  "query": {
    "a": "BFSIX",
    "b": "USMC"
  },
  "retrieved_at": "2026-07-07T14:47:03+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": "Principal U.S. Mega-Cap ETF",
    "ticker": "USMC",
    "slug": "USMC",
    "series_id": "S000059183",
    "html_url": "https://fundwatcher.app/funds/USMC/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4801502737300463810399352477",
    "coverage_b_by_a": "0.4801502737300463810399352478",
    "shared_count": 14,
    "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",
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      },
      {
        "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",
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      },
      {
        "name": "BOEING CO/THE",
        "value": "2275300.00",
        "weight": "0.03595592",
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      },
      {
        "name": "AGNICO EAGLE MINES LTD",
        "value": "2264400.00",
        "weight": "0.03578367",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "2084440.00",
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      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "1701900.00",
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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",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1522880.00",
        "weight": "0.02406564",
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      },
      {
        "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",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "1485660.00",
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      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "1448760.00",
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      },
      {
        "name": "MONEY MARKET FUND",
        "value": "1435285.43",
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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",
        "weight": "0.01900948",
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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": 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": false
      },
      {
        "name": "DANAHER CORP",
        "value": "842560.00",
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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",
        "weight": "0.01220365",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "757425.00",
        "weight": "0.01196937",
        "shared": true
      },
      {
        "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",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "218595401.60",
        "weight": "0.07567046",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "193436200.10",
        "weight": "0.06696118",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "155197857.36",
        "weight": "0.05372434",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "141906150.18",
        "weight": "0.04912319",
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      },
      {
        "name": "NETFLIX INC",
        "value": "134226457.65",
        "weight": "0.04646474",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "132450457.75",
        "weight": "0.04584995",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "131609243.12",
        "weight": "0.04555875",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "130135027.05",
        "weight": "0.04504842",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "129788183.98",
        "weight": "0.04492836",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "126839549.60",
        "weight": "0.04390764",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "118595683.44",
        "weight": "0.04105388",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "104501763.47",
        "weight": "0.03617504",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "102355583.40",
        "weight": "0.03543210",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "101775277.50",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "98721429.60",
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      },
      {
        "name": "ABBVIE INC",
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      },
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        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "86255296.74",
        "weight": "0.02985872",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "85232302.24",
        "weight": "0.02950459",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "82003294.74",
        "weight": "0.02838682",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "81653912.60",
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      },
      {
        "name": "WALMART INC",
        "value": "71591369.72",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "TESLA INC",
        "value": "68068540.25",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "64451043.21",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "63675735.12",
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      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "8054581.91",
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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": "0001410368-26-043487",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1572661/000141036826043487/0001410368-26-043487-index.htm"
    }
  ]
}