{
  "page": "compare",
  "query": {
    "a": "IMSCX",
    "b": "LFTPX"
  },
  "retrieved_at": "2026-07-07T18:49:38+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": "IMS Capital Value Fund",
    "ticker": "IMSCX",
    "slug": "IMSCX",
    "series_id": "S000045520",
    "html_url": "https://fundwatcher.app/funds/IMSCX/"
  },
  "fund_b": {
    "name": "Lincoln U.S. Equity Income Maximizer Fund",
    "ticker": "LFTPX",
    "slug": "LFTPX",
    "series_id": "S000085534",
    "html_url": "https://fundwatcher.app/funds/LFTPX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4460600267030427579949169328",
    "coverage_b_by_a": "0.4460600267030427579949169328",
    "shared_count": 19,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-04-30"
    },
    "a_top": [
      {
        "name": "META PLATFORMS INC CL A",
        "value": "4691466.00",
        "weight": "0.09102002",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "4589760.00",
        "weight": "0.08904680",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "3488000.00",
        "weight": "0.06767135",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "3423230.00",
        "weight": "0.06641473",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "3032411.20",
        "weight": "0.05883239",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "2321325.00",
        "weight": "0.04503647",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "2054534.00",
        "weight": "0.03986040",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "2050801.61",
        "weight": "0.03978799",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "2030320.00",
        "weight": "0.03939062",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "1957800.00",
        "weight": "0.03798365",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1924884.00",
        "weight": "0.03734504",
        "shared": true
      },
      {
        "name": "DUTCH BROS INC-A",
        "value": "1924066.80",
        "weight": "0.03732919",
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      },
      {
        "name": "MONEY MARKET FUND",
        "value": "1750382.11",
        "weight": "0.03395950",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "1682625.00",
        "weight": "0.03264493",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "1390473.00",
        "weight": "0.02697683",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1360125.00",
        "weight": "0.02638804",
        "shared": true
      },
      {
        "name": "DIAMONDBACK ENERGY INC",
        "value": "1305414.00",
        "weight": "0.02532658",
        "shared": false
      },
      {
        "name": "VISTRA CORP",
        "value": "1202640.00",
        "weight": "0.02333265",
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      },
      {
        "name": "US BANCORP DEL",
        "value": "1112493.90",
        "weight": "0.02158371",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "1083589.40",
        "weight": "0.02102292",
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      },
      {
        "name": "TESLA INC",
        "value": "1078075.00",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "1025370.00",
        "weight": "0.01989340",
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      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "1003365.00",
        "weight": "0.01946647",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "977760.00",
        "weight": "0.01896971",
        "shared": true
      },
      {
        "name": "MARVELL TECHNOLOGY INC",
        "value": "752780.00",
        "weight": "0.01460483",
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      },
      {
        "name": "ARISTA NETWORKS INC",
        "value": "699846.00",
        "weight": "0.01357785",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "697501.00",
        "weight": "0.01353235",
        "shared": true
      },
      {
        "name": "QUALCOMM INC",
        "value": "693866.64",
        "weight": "0.01346184",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "238326.00",
        "weight": "0.00462381",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "1504558.23",
        "weight": "0.08235558",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "1269375.30",
        "weight": "0.06948228",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1232138.44",
        "weight": "0.06744403",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "916689.44",
        "weight": "0.05017718",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "778216.16",
        "weight": "0.04259752",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "657452.25",
        "weight": "0.03598722",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "416571.48",
        "weight": "0.02280203",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "406308.24",
        "weight": "0.02224025",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "379008.30",
        "weight": "0.02074592",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "333926.25",
        "weight": "0.01827825",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "322939.25",
        "weight": "0.01767685",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "298841.60",
        "weight": "0.01635781",
        "shared": false
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "270474.68",
        "weight": "0.01480508",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "264675.95",
        "weight": "0.01448767",
        "shared": false
      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "244348.78",
        "weight": "0.01337501",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "241126.80",
        "weight": "0.01319865",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "240462.00",
        "weight": "0.01316226",
        "shared": false
      },
      {
        "name": "SEMPRA ENERGY",
        "value": "238085.36",
        "weight": "0.01303217",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "222619.72",
        "weight": "0.01218562",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "218933.49",
        "weight": "0.01198385",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "218384.10",
        "weight": "0.01195377",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "215176.11",
        "weight": "0.01177818",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "207139.52",
        "weight": "0.01133828",
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      },
      {
        "name": "WALMART INC",
        "value": "204887.29",
        "weight": "0.01121499",
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      },
      {
        "name": "ILLINOIS TOOL WORKS INC",
        "value": "198667.70",
        "weight": "0.01087455",
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      },
      {
        "name": "OCCIDENTAL PETROLEUM CORP",
        "value": "197672.54",
        "weight": "0.01082008",
        "shared": false
      },
      {
        "name": "DTE ENERGY CO",
        "value": "196438.55",
        "weight": "0.01075253",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "190731.64",
        "weight": "0.01044015",
        "shared": true
      },
      {
        "name": "DOVER CORP",
        "value": "187920.30",
        "weight": "0.01028627",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "180358.23",
        "weight": "0.00987234",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "173004.48",
        "weight": "0.00946981",
        "shared": false
      },
      {
        "name": "INTEL CORP",
        "value": "172426.00",
        "weight": "0.00943815",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "170380.56",
        "weight": "0.00932619",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "168383.04",
        "weight": "0.00921685",
        "shared": false
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "168159.40",
        "weight": "0.00920461",
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      },
      {
        "name": "ABBVIE INC",
        "value": "164406.96",
        "weight": "0.00899921",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "163140.25",
        "weight": "0.00892987",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "160448.04",
        "weight": "0.00878251",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "155034.57",
        "weight": "0.00848619",
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      },
      {
        "name": "RTX CORP",
        "value": "154941.60",
        "weight": "0.00848110",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "154536.00",
        "weight": "0.00845890",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "152826.51",
        "weight": "0.00836532",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "150249.60",
        "weight": "0.00822427",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "146967.70",
        "weight": "0.00804463",
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      },
      {
        "name": "PEPSICO INC",
        "value": "139629.69",
        "weight": "0.00764296",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "135584.00",
        "weight": "0.00742151",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "126871.93",
        "weight": "0.00694464",
        "shared": false
      },
      {
        "name": "REALTY INCOME CORP REIT",
        "value": "123662.00",
        "weight": "0.00676893",
        "shared": false
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "121164.81",
        "weight": "0.00663224",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "120406.00",
        "weight": "0.00659071",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002000324-26-002070",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1319067/000200032426002070/0002000324-26-002070-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-057625",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/2015799/000141036826057625/0001410368-26-057625-index.htm"
    }
  ]
}