{
  "page": "compare",
  "query": {
    "a": "JAMEX",
    "b": "ACIO"
  },
  "retrieved_at": "2026-07-07T14:55:18+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": "JAMESTOWN EQUITY FUND",
    "ticker": "JAMEX",
    "slug": "JAMEX",
    "series_id": "S000001564",
    "html_url": "https://fundwatcher.app/funds/JAMEX/"
  },
  "fund_b": {
    "name": "Aptus Collared Investment Opportunity ETF",
    "ticker": "ACIO",
    "slug": "ACIO",
    "series_id": "S000065985",
    "html_url": "https://fundwatcher.app/funds/ACIO/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4607978426245450066070196193",
    "coverage_b_by_a": "0.4607978426245450066070196193",
    "shared_count": 31,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "ALPHABET INC CL C",
        "value": "4385228.82",
        "weight": "0.06981735",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "3900107.20",
        "weight": "0.06209371",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "3142743.30",
        "weight": "0.05003570",
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      },
      {
        "name": "APPLE INC",
        "value": "2994722.00",
        "weight": "0.04767905",
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      },
      {
        "name": "AMAZON.COM INC",
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        "name": "META PLATFORMS INC CL A",
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      },
      {
        "name": "VANGUARD INF T E",
        "value": "2337362.00",
        "weight": "0.03721320",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "2059120.00",
        "weight": "0.03278331",
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      },
      {
        "name": "BROADCOM INC",
        "value": "1980864.00",
        "weight": "0.03153739",
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      },
      {
        "name": "State Street Health Care Select Sector SPDR ETF USD Class",
        "value": "1832625.00",
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      },
      {
        "name": "MONEY MARKET FUND",
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      },
      {
        "name": "CHEVRON CORP",
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      },
      {
        "name": "APPLIED MATERIALS INC",
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      },
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        "name": "DUKE ENERGY CORP NEW",
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      },
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        "name": "iShares Semiconductor ETF",
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        "weight": "0.02197694",
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      },
      {
        "name": "TJX COS INC",
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      },
      {
        "name": "CISCO SYSTEMS INC",
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      },
      {
        "name": "EXXON MOBIL CORP",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
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      {
        "name": "RTX CORP",
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      {
        "name": "MORGAN STANLEY",
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      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
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      },
      {
        "name": "iShares Expanded Tech-Software Sector ETF",
        "value": "1063304.15",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
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        "name": "LOCKHEED MARTIN CORP",
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      {
        "name": "THE BOOKING HOLDINGS INC",
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      },
      {
        "name": "EATON CORP PLC",
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      {
        "name": "NORFOLK SOUTHERN CORP",
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      },
      {
        "name": "Invesco KBW Bank ETF",
        "value": "989000.00",
        "weight": "0.01574590",
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      },
      {
        "name": "Total S.A.",
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      {
        "name": "THERMO FISHER SCIENTIFIC INC",
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      {
        "name": "AMERICAN TOWER CORP",
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      {
        "name": "UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT",
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      {
        "name": "PFIZER INC",
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        "name": "SAP SE",
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      {
        "name": "TRANE TECHNOLOGI",
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      {
        "name": "LOWES COS INC",
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      {
        "name": "VISA INC-CLASS A",
        "value": "633192.80",
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      {
        "name": "SLB LTD",
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      },
      {
        "name": "CHUBB LTD",
        "value": "586674.00",
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      {
        "name": "ELEVANCE HEALTH INC",
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      {
        "name": "HOME DEPOT INC",
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      {
        "name": "MERCK & CO",
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      {
        "name": "AMGEN INC",
        "value": "457405.00",
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      {
        "name": "PEPSICO INC",
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      {
        "name": "ORACLE CORP",
        "value": "379249.58",
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      {
        "name": "UNITEDHEALTH GRP",
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      {
        "name": "APPLE INC",
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        "name": "ALPHABET INC CL C",
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        "name": "META PLATFORMS INC CL A",
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      {
        "name": "TESLA INC",
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        "name": "CATERPILLAR INC",
        "value": "40735941.84",
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      {
        "name": "EXXON MOBIL CORP",
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        "name": "VISA INC-CLASS A",
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        "name": "JPMORGAN CHASE and CO",
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      {
        "name": "BERKSHIRE HATH-B",
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        "name": "LILLY ELI and CO",
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      {
        "name": "CSX CORP",
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        "name": "THERMO FISHER SCIENTIFIC INC",
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        "name": "MICRON TECHNOLOGY INC",
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        "name": "DEVON ENERGY CORP",
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        "name": "DIGITAL REALTY TRUST INC",
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        "name": "CROWDSTRIKE HOLDINGS INC",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-008383",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/842512/000091047226008383/0000910472-26-008383-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000894189-26-009751",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1540305/000089418926009751/0000894189-26-009751-index.htm"
    }
  ]
}