{
  "page": "compare",
  "query": {
    "a": "PLBBX",
    "b": "PLBEX"
  },
  "retrieved_at": "2026-07-07T18:27:37+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": "Plumb Balanced Fund",
    "ticker": "PLBBX",
    "slug": "PLBBX",
    "series_id": "S000017840",
    "html_url": "https://fundwatcher.app/funds/PLBBX/"
  },
  "fund_b": {
    "name": "Plumb Equity Fund",
    "ticker": "PLBEX",
    "slug": "PLBEX",
    "series_id": "S000017841",
    "html_url": "https://fundwatcher.app/funds/PLBEX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5516312491411919304325300789",
    "coverage_b_by_a": "0.5516312491411919304325300789",
    "shared_count": 23,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "4011200.00",
        "weight": "0.06367719",
        "shared": true
      },
      {
        "name": "MODINE MFG CO",
        "value": "2817230.00",
        "weight": "0.04472310",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2731820.00",
        "weight": "0.04336722",
        "shared": true
      },
      {
        "name": "AAR CORP",
        "value": "2189200.00",
        "weight": "0.03475322",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "2048606.00",
        "weight": "0.03252131",
        "shared": true
      },
      {
        "name": "VSE CORP",
        "value": "2028400.00",
        "weight": "0.03220054",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "1999392.00",
        "weight": "0.03174004",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1904112.00",
        "weight": "0.03022749",
        "shared": true
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "1763437.37",
        "weight": "0.02799430",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1739799.00",
        "weight": "0.02761904",
        "shared": true
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "1689750.00",
        "weight": "0.02682452",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
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        "weight": "0.02616994",
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      },
      {
        "name": "PNFP Float 09/15/29",
        "value": "1582481.74",
        "weight": "0.02512166",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1526940.00",
        "weight": "0.02423994",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "1525725.00",
        "weight": "0.02422065",
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      },
      {
        "name": "APPLE INC",
        "value": "1522740.00",
        "weight": "0.02417326",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1470800.00",
        "weight": "0.02334872",
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      },
      {
        "name": "PHILLIPS 66",
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        "weight": "0.02313664",
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      },
      {
        "name": "HONEYWELL INTL INC",
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        "weight": "0.02063210",
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      },
      {
        "name": "MS 5.85 05/08/34",
        "value": "1250666.05",
        "weight": "0.01985413",
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      },
      {
        "name": "Banc of California NA",
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        "weight": "0.01891943",
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      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "1083326.50",
        "weight": "0.01719764",
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      },
      {
        "name": "MASCO CORPORATION 7.75%, DUE 08/01/2029",
        "value": "1082158.08",
        "weight": "0.01717909",
        "shared": false
      },
      {
        "name": "MERCADOLIBRE INC",
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        "weight": "0.01646876",
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      },
      {
        "name": "NGGLN 5 7/8 04/01/33",
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      },
      {
        "name": "KMI 7 1/2 11/15/26",
        "value": "1016301.23",
        "weight": "0.01613363",
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      },
      {
        "name": "KINDER MORGAN INC",
        "value": "1005900.00",
        "weight": "0.01596851",
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      },
      {
        "name": "MS 5 06/28/32",
        "value": "997562.56",
        "weight": "0.01583615",
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      },
      {
        "name": "JPM 5 12/13/34",
        "value": "986523.00",
        "weight": "0.01566090",
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      },
      {
        "name": "AMAL 3 1/4 11/15/31",
        "value": "964238.80",
        "weight": "0.01530714",
        "shared": false
      },
      {
        "name": "BOEING CO",
        "value": "941002.94",
        "weight": "0.01493828",
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      },
      {
        "name": "JERSEY CENTRAL PWR + LT SR UNSECURED 06/37 6.15",
        "value": "794734.61",
        "weight": "0.01261629",
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      },
      {
        "name": "UBIQUITI INC",
        "value": "790290.00",
        "weight": "0.01254573",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "735816.00",
        "weight": "0.01168097",
        "shared": true
      },
      {
        "name": "QUANTA SVCS INC",
        "value": "713726.00",
        "weight": "0.01133029",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "702503.86",
        "weight": "0.01115214",
        "shared": false
      },
      {
        "name": "ELF BEAUTY INC",
        "value": "606100.00",
        "weight": "0.00962174",
        "shared": true
      },
      {
        "name": "NATL RURAL UTIL",
        "value": "583319.46",
        "weight": "0.00926011",
        "shared": false
      },
      {
        "name": "APPALACHIAN POWER CO SR UNSECURED 04/36 6.375",
        "value": "536031.20",
        "weight": "0.00850941",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GP",
        "value": "528899.43",
        "weight": "0.00839620",
        "shared": false
      },
      {
        "name": "AEP TEXAS",
        "value": "515459.28",
        "weight": "0.00818284",
        "shared": false
      },
      {
        "name": "UNION PAC CORP",
        "value": "509272.64",
        "weight": "0.00808463",
        "shared": false
      },
      {
        "name": "GS 4.8 11/29/31",
        "value": "502375.80",
        "weight": "0.00797514",
        "shared": false
      },
      {
        "name": "MASEDU 4.595 07/1/2031",
        "value": "500287.20",
        "weight": "0.00794198",
        "shared": false
      },
      {
        "name": "USB 5.45 07/30/35",
        "value": "500159.75",
        "weight": "0.00793996",
        "shared": false
      },
      {
        "name": "JPM 5 01/31/34",
        "value": "495564.54",
        "weight": "0.00786701",
        "shared": false
      },
      {
        "name": "PARK AEROSPACE CORP",
        "value": "492840.00",
        "weight": "0.00782376",
        "shared": true
      },
      {
        "name": "WY 6.875 12/15/33",
        "value": "489951.23",
        "weight": "0.00777790",
        "shared": false
      },
      {
        "name": "HCA INC",
        "value": "475053.05",
        "weight": "0.00754139",
        "shared": false
      },
      {
        "name": "FLAGSTAR BANCORP INC VARIABLE RATE 11/01/2030",
        "value": "474095.86",
        "weight": "0.00752620",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "3662400.00",
        "weight": "0.13149360",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2156700.00",
        "weight": "0.07743345",
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      },
      {
        "name": "VSE CORP",
        "value": "1705700.00",
        "weight": "0.06124089",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "1627440.00",
        "weight": "0.05843107",
        "shared": true
      },
      {
        "name": "AAR CORP",
        "value": "1532440.00",
        "weight": "0.05502022",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "1142055.00",
        "weight": "0.04100397",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1110510.00",
        "weight": "0.03987139",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1088064.00",
        "weight": "0.03906549",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "999696.00",
        "weight": "0.03589276",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "999320.00",
        "weight": "0.03587926",
        "shared": true
      },
      {
        "name": "PHILLIPS 66",
        "value": "992881.00",
        "weight": "0.03564807",
        "shared": true
      },
      {
        "name": "MODINE MFG CO",
        "value": "975195.00",
        "weight": "0.03501308",
        "shared": true
      },
      {
        "name": "MERCADOLIBRE INC",
        "value": "950961.00",
        "weight": "0.03414299",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "907440.00",
        "weight": "0.03258043",
        "shared": true
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "904120.00",
        "weight": "0.03246123",
        "shared": true
      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "875881.00",
        "weight": "0.03144734",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "764816.00",
        "weight": "0.02745970",
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      },
      {
        "name": "NU Holdings Ltd/Cayman Islands",
        "value": "747240.00",
        "weight": "0.02682866",
        "shared": false
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "695913.00",
        "weight": "0.02498583",
        "shared": false
      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "555740.00",
        "weight": "0.01995311",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "551862.00",
        "weight": "0.01981387",
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      },
      {
        "name": "SYNOPSYS INC",
        "value": "550314.24",
        "weight": "0.01975830",
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      },
      {
        "name": "STRYKER CORP",
        "value": "492885.00",
        "weight": "0.01769638",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "436450.00",
        "weight": "0.01567016",
        "shared": true
      },
      {
        "name": "PARK AEROSPACE CORP",
        "value": "328560.00",
        "weight": "0.01179651",
        "shared": true
      },
      {
        "name": "ELF BEAUTY INC",
        "value": "303050.00",
        "weight": "0.01088061",
        "shared": true
      },
      {
        "name": "COPART INC",
        "value": "265600.00",
        "weight": "0.00953602",
        "shared": false
      },
      {
        "name": "MICROCHIP TECHNOLOGY",
        "value": "193830.00",
        "weight": "0.00695921",
        "shared": false
      },
      {
        "name": "Genius Sports Ltd. COM NPV",
        "value": "190490.00",
        "weight": "0.00683929",
        "shared": false
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "144751.84",
        "weight": "0.00519712",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-007322",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1395397/000091047226007322/0000910472-26-007322-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000910472-26-007323",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1395397/000091047226007323/0000910472-26-007323-index.htm"
    }
  ]
}