{
  "page": "compare",
  "query": {
    "a": "BVPIX",
    "b": "CVLFX"
  },
  "retrieved_at": "2026-07-07T18:59:55+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": "BAYWOOD VALUEPLUS FUND",
    "ticker": "BVPIX",
    "slug": "BVPIX",
    "series_id": "S000042905",
    "html_url": "https://fundwatcher.app/funds/BVPIX/"
  },
  "fund_b": {
    "name": "Cullen Value Fund",
    "ticker": "CVLFX",
    "slug": "CVLFX",
    "series_id": "S000038163",
    "html_url": "https://fundwatcher.app/funds/CVLFX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2361454390560400379639751866",
    "coverage_b_by_a": "0.2361454390560400379639751867",
    "shared_count": 12,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "FRST AM-GV OB-X",
        "value": "246603.58",
        "weight": "0.04270038",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "220957.50",
        "weight": "0.03825966",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "200031.00",
        "weight": "0.03463616",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "183255.00",
        "weight": "0.03173133",
        "shared": true
      },
      {
        "name": "KONTOOR BRANDS INC",
        "value": "182754.00",
        "weight": "0.03164458",
        "shared": false
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "181062.00",
        "weight": "0.03135160",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "167589.00",
        "weight": "0.02901870",
        "shared": true
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "165396.00",
        "weight": "0.02863897",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "165000.00",
        "weight": "0.02857040",
        "shared": true
      },
      {
        "name": "NIKE INC CL B",
        "value": "163742.00",
        "weight": "0.02835257",
        "shared": false
      },
      {
        "name": "HERSHEY CO/THE",
        "value": "155917.50",
        "weight": "0.02699773",
        "shared": false
      },
      {
        "name": "HEALTHCARE REALTY TRUST INC",
        "value": "144415.00",
        "weight": "0.02500603",
        "shared": false
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "138060.00",
        "weight": "0.02390563",
        "shared": false
      },
      {
        "name": "3M CO",
        "value": "137968.50",
        "weight": "0.02388979",
        "shared": false
      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "133645.50",
        "weight": "0.02314125",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "132319.00",
        "weight": "0.02291156",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "124751.00",
        "weight": "0.02160113",
        "shared": true
      },
      {
        "name": "PINNACLE WEST CAPITAL CORP",
        "value": "120900.00",
        "weight": "0.02093431",
        "shared": false
      },
      {
        "name": "PHILLIPS 66",
        "value": "118417.00",
        "weight": "0.02050437",
        "shared": false
      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "116196.00",
        "weight": "0.02011980",
        "shared": false
      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "104864.00",
        "weight": "0.01815762",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "104227.70",
        "weight": "0.01804744",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "103493.00",
        "weight": "0.01792022",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "102036.50",
        "weight": "0.01766802",
        "shared": false
      },
      {
        "name": "DENTSPLY SIRONA INC",
        "value": "99760.00",
        "weight": "0.01727384",
        "shared": false
      },
      {
        "name": "RADIAN GROUP INC",
        "value": "99240.00",
        "weight": "0.01718380",
        "shared": false
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "96537.00",
        "weight": "0.01671576",
        "shared": true
      },
      {
        "name": "PFIZER INC",
        "value": "95472.00",
        "weight": "0.01653135",
        "shared": true
      },
      {
        "name": "DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT",
        "value": "94551.50",
        "weight": "0.01637197",
        "shared": false
      },
      {
        "name": "NXP SEMICONDUCTO",
        "value": "94492.80",
        "weight": "0.01636180",
        "shared": false
      },
      {
        "name": "HASBRO INC",
        "value": "93600.00",
        "weight": "0.01620721",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "93108.00",
        "weight": "0.01612202",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "92870.00",
        "weight": "0.01608081",
        "shared": true
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "87343.20",
        "weight": "0.01512382",
        "shared": false
      },
      {
        "name": "WEYERHAEUSER CO",
        "value": "85505.00",
        "weight": "0.01480553",
        "shared": false
      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "82775.00",
        "weight": "0.01433282",
        "shared": false
      },
      {
        "name": "US BANCORP DEL",
        "value": "78015.00",
        "weight": "0.01350861",
        "shared": false
      },
      {
        "name": "METLIFE INC",
        "value": "77792.00",
        "weight": "0.01346999",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "77656.00",
        "weight": "0.01344644",
        "shared": false
      },
      {
        "name": "PACKAGING CORP OF AMERICA",
        "value": "74277.00",
        "weight": "0.01286136",
        "shared": true
      },
      {
        "name": "INGREDION INC",
        "value": "73229.00",
        "weight": "0.01267989",
        "shared": false
      },
      {
        "name": "NETAPP INC",
        "value": "71673.00",
        "weight": "0.01241046",
        "shared": false
      },
      {
        "name": "VICI PROPERTIES",
        "value": "71032.00",
        "weight": "0.01229947",
        "shared": false
      },
      {
        "name": "DARDEN RESTAURANTS INC",
        "value": "68614.00",
        "weight": "0.01188078",
        "shared": false
      },
      {
        "name": "REALTY INCOME CORP REIT",
        "value": "67542.72",
        "weight": "0.01169529",
        "shared": false
      },
      {
        "name": "COREBRIDGE FINANCIAL INC",
        "value": "66808.00",
        "weight": "0.01156807",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "62116.00",
        "weight": "0.01075563",
        "shared": false
      },
      {
        "name": "GRAPHIC PACKAGING HOLDING CO",
        "value": "55664.00",
        "weight": "0.00963844",
        "shared": false
      },
      {
        "name": "KENVUE INC",
        "value": "55168.00",
        "weight": "0.00955256",
        "shared": false
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "53714.40",
        "weight": "0.00930086",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "CITIGROUP INC",
        "value": "1442121.56",
        "weight": "0.05069905",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "1420821.03",
        "weight": "0.04995021",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "1330431.30",
        "weight": "0.04677248",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1000988.59",
        "weight": "0.03519063",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "974826.72",
        "weight": "0.03427089",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "969317.30",
        "weight": "0.03407720",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "932159.80",
        "weight": "0.03277090",
        "shared": false
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "911466.64",
        "weight": "0.03204341",
        "shared": false
      },
      {
        "name": "JOHNSON CONTROLS",
        "value": "910102.50",
        "weight": "0.03199545",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "881009.20",
        "weight": "0.03097265",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "836703.60",
        "weight": "0.02941505",
        "shared": true
      },
      {
        "name": "ARROW ELECTRONICS INC",
        "value": "806251.02",
        "weight": "0.02834446",
        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "797986.50",
        "weight": "0.02805392",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "757436.40",
        "weight": "0.02662834",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "749775.00",
        "weight": "0.02635900",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "743100.60",
        "weight": "0.02612436",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "741972.00",
        "weight": "0.02608468",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "685292.13",
        "weight": "0.02409205",
        "shared": true
      },
      {
        "name": "SIEMENS AG-SPONS ADR DEPOSITARY RECEIPT",
        "value": "658152.00",
        "weight": "0.02313791",
        "shared": false
      },
      {
        "name": "UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT",
        "value": "627581.52",
        "weight": "0.02206318",
        "shared": false
      },
      {
        "name": "PFIZER INC",
        "value": "613828.80",
        "weight": "0.02157969",
        "shared": true
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "606983.25",
        "weight": "0.02133903",
        "shared": true
      },
      {
        "name": "PACKAGING CORP OF AMERICA",
        "value": "594216.00",
        "weight": "0.02089019",
        "shared": true
      },
      {
        "name": "THE CIGNA GROUP",
        "value": "587383.50",
        "weight": "0.02064998",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "587340.00",
        "weight": "0.02064845",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "551662.50",
        "weight": "0.01939418",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "532062.32",
        "weight": "0.01870512",
        "shared": false
      },
      {
        "name": "BORGWARNER INC",
        "value": "490781.70",
        "weight": "0.01725386",
        "shared": false
      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "489770.03",
        "weight": "0.01721830",
        "shared": false
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "489651.80",
        "weight": "0.01721414",
        "shared": false
      },
      {
        "name": "BOEING CO/THE",
        "value": "481055.51",
        "weight": "0.01691193",
        "shared": false
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "460021.74",
        "weight": "0.01617247",
        "shared": false
      },
      {
        "name": "CAN NATL RAILWAY",
        "value": "435950.34",
        "weight": "0.01532622",
        "shared": false
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "422124.00",
        "weight": "0.01484014",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "408590.90",
        "weight": "0.01436437",
        "shared": false
      },
      {
        "name": "AXALTA COATING S",
        "value": "398880.00",
        "weight": "0.01402298",
        "shared": false
      },
      {
        "name": "ARCHER DANIELS MIDLAND CO",
        "value": "374280.81",
        "weight": "0.01315817",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "348970.05",
        "weight": "0.01226835",
        "shared": false
      },
      {
        "name": "MERCEDES-BENZ GROUP-UNSP ADR 0.00000000",
        "value": "346937.50",
        "weight": "0.01219689",
        "shared": false
      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "319648.59",
        "weight": "0.01123753",
        "shared": true
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "302252.75",
        "weight": "0.01062596",
        "shared": true
      },
      {
        "name": "SENSATA TECHNOLO",
        "value": "287923.50",
        "weight": "0.01012220",
        "shared": false
      },
      {
        "name": "WATERS CORP",
        "value": "81895.00",
        "weight": "0.00287909",
        "shared": false
      },
      {
        "name": "The Magnum Ice Cream Co. NV",
        "value": "37046.10",
        "weight": "0.00130239",
        "shared": false
      },
      {
        "name": "VERSANT MEDIA GROUP INC - A",
        "value": "17991.72",
        "weight": "0.00063251",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001576367-26-000072",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1576367/000157636726000072/0001576367-26-000072-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000910472-26-007739",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1109957/000091047226007739/0000910472-26-007739-index.htm"
    }
  ]
}