{
  "page": "compare",
  "query": {
    "a": "CSBIX",
    "b": "LIMAX"
  },
  "retrieved_at": "2026-07-07T19:11:16+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": "Cromwell Balanced Fund",
    "ticker": "CSBIX",
    "slug": "CSBIX",
    "series_id": "S000082890",
    "html_url": "https://fundwatcher.app/funds/CSBIX/"
  },
  "fund_b": {
    "name": "Cromwell Tran Focus Fund",
    "ticker": "LIMAX",
    "slug": "LIMAX",
    "series_id": "S000075258",
    "html_url": "https://fundwatcher.app/funds/LIMAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3644598382437348754627791478",
    "coverage_b_by_a": "0.3644598382437348754627791479",
    "shared_count": 18,
    "as_of": {
      "a": "2025-09-30",
      "b": "2026-03-31"
    },
    "a_top": [
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      },
      {
        "name": "US TREASURY N/B",
        "value": "764399.42",
        "weight": "0.05760748",
        "shared": false
      },
      {
        "name": "TALEN ENERGY CORP",
        "value": "691242.50",
        "weight": "0.05209415",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "610663.05",
        "weight": "0.04602143",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "523015.74",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "483428.78",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "453708.99",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "395382.81",
        "weight": "0.02979726",
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      },
      {
        "name": "FERGUSON ENTERPRISES INC",
        "value": "386502.18",
        "weight": "0.02912799",
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      },
      {
        "name": "DANAHER CORP",
        "value": "332482.02",
        "weight": "0.02505686",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "328046.88",
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      },
      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "321719.60",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "307450.00",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "299279.30",
        "weight": "0.02255460",
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      },
      {
        "name": "MARTIN MAR MTLS",
        "value": "296231.60",
        "weight": "0.02232492",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "293752.00",
        "weight": "0.02213805",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "276996.09",
        "weight": "0.02087527",
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      },
      {
        "name": "ATI INC",
        "value": "268422.00",
        "weight": "0.02022910",
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      },
      {
        "name": "INTUIT INC",
        "value": "251310.88",
        "weight": "0.01893956",
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      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "247521.36",
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      },
      {
        "name": "COSTAR GROUP INC",
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      },
      {
        "name": "MARKEL GROUP INC",
        "value": "238920.00",
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      },
      {
        "name": "VEEVA SYSTEMS-A",
        "value": "236838.45",
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      {
        "name": "EXPEDIA INC",
        "value": "206482.50",
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      {
        "name": "ENTEGRIS INC",
        "value": "190837.44",
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      },
      {
        "name": "FAIR ISAAC CORP",
        "value": "182576.66",
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      {
        "name": "AVANTOR INC",
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        "weight": "0.01185069",
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      },
      {
        "name": "BUILDERS FIRSTSOURCE",
        "value": "156655.00",
        "weight": "0.01180600",
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      },
      {
        "name": "QXO INC",
        "value": "156292.00",
        "weight": "0.01177864",
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      },
      {
        "name": "SPS COMMERCE INC",
        "value": "156210.00",
        "weight": "0.01177246",
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      },
      {
        "name": "SALESFORCE INC",
        "value": "153813.00",
        "weight": "0.01159182",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "153500.98",
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      },
      {
        "name": "ELF BEAUTY INC",
        "value": "139104.00",
        "weight": "0.01048330",
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      },
      {
        "name": "TENET HEALTHCARE CORP",
        "value": "137052.00",
        "weight": "0.01032866",
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      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "133360.08",
        "weight": "0.01005042",
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      },
      {
        "name": "NIKE INC CL B",
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      {
        "name": "US TREASURY N/B",
        "value": "100605.79",
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      },
      {
        "name": "BANK OF AMER CRP",
        "value": "93461.79",
        "weight": "0.00704357",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "53320.14",
        "weight": "0.00401837",
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      {
        "name": "METLIFE INC",
        "value": "53169.80",
        "weight": "0.00400704",
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      {
        "name": "PAYCHEX INC",
        "value": "52374.24",
        "weight": "0.00394708",
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      },
      {
        "name": "JPMORGAN CHASE",
        "value": "52239.87",
        "weight": "0.00393696",
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      },
      {
        "name": "AGREE LP",
        "value": "52182.21",
        "weight": "0.00393261",
        "shared": false
      },
      {
        "name": "CAPITAL ONE FINL",
        "value": "51886.10",
        "weight": "0.00391030",
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      },
      {
        "name": "JPMORGAN CHASE",
        "value": "51870.35",
        "weight": "0.00390911",
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      },
      {
        "name": "PNC FINANCIAL",
        "value": "51775.09",
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      },
      {
        "name": "KRC 6.25 01/15/36",
        "value": "51761.30",
        "weight": "0.00390089",
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      },
      {
        "name": "ORACLE CORP",
        "value": "51473.11",
        "weight": "0.00387917",
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      },
      {
        "name": "HOST HOTELS",
        "value": "51249.08",
        "weight": "0.00386229",
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      },
      {
        "name": "IDEX CORP",
        "value": "51107.99",
        "weight": "0.00385165",
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    ],
    "b_top": [
      {
        "name": "GE VERNOVA LLC",
        "value": "1483930.00",
        "weight": "0.06696175",
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      },
      {
        "name": "DANAHER CORP",
        "value": "1308240.00",
        "weight": "0.05903381",
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      },
      {
        "name": "FERGUSON ENTERPRISES INC",
        "value": "1277098.50",
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      },
      {
        "name": "MARTIN MAR MTLS",
        "value": "1177948.68",
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      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "1145967.36",
        "weight": "0.05171132",
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      {
        "name": "ATI INC",
        "value": "1141861.00",
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      },
      {
        "name": "INTL FLVR & FRAG",
        "value": "998433.10",
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      },
      {
        "name": "TALEN ENERGY CORP",
        "value": "989613.00",
        "weight": "0.04465589",
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      },
      {
        "name": "ARM HOLDINGS LTD",
        "value": "953064.00",
        "weight": "0.04300663",
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      },
      {
        "name": "BWX TECHNOLOGIES INC",
        "value": "907322.13",
        "weight": "0.04094255",
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      },
      {
        "name": "ENTEGRIS INC",
        "value": "829590.24",
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      },
      {
        "name": "PHILLIPS 66",
        "value": "819810.00",
        "weight": "0.03699360",
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      },
      {
        "name": "TYLER TECHNOLOGIES INC",
        "value": "813152.50",
        "weight": "0.03669318",
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      },
      {
        "name": "INTUIT INC",
        "value": "706076.54",
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      {
        "name": "AVANTOR INC",
        "value": "675808.00",
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      },
      {
        "name": "Short-Term Investment",
        "value": "662131.40",
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      },
      {
        "name": "WESCO INTL",
        "value": "656688.00",
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      },
      {
        "name": "SPS COMMERCE INC",
        "value": "612370.00",
        "weight": "0.02763295",
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      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "573717.75",
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      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "544502.30",
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      },
      {
        "name": "TENET HEALTHCARE CORP",
        "value": "503855.70",
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      },
      {
        "name": "BLOOM ENERGY CORP CL A",
        "value": "453891.50",
        "weight": "0.02048167",
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      },
      {
        "name": "MARKEL GROUP INC",
        "value": "449806.45",
        "weight": "0.02029734",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "443400.75",
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      },
      {
        "name": "TEXAS PACIFIC LAND CORP",
        "value": "415240.00",
        "weight": "0.01873754",
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      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "398923.36",
        "weight": "0.01800126",
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      },
      {
        "name": "VENTURE GLOBAL INC",
        "value": "398728.00",
        "weight": "0.01799244",
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      },
      {
        "name": "Elemental Royalty Corp.",
        "value": "348540.00",
        "weight": "0.01572773",
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      },
      {
        "name": "QXO INC",
        "value": "271880.00",
        "weight": "0.01226848",
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      },
      {
        "name": "SNOWLINE GOLD CORP COMMON STOCK",
        "value": "199270.00",
        "weight": "0.00899198",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-25-009724",
      "as_of": "2025-09-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1872253/000094040025009724/0000940400-25-009724-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-020915",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1872253/000094040026020915/0000940400-26-020915-index.htm"
    }
  ]
}