{
  "page": "compare",
  "query": {
    "a": "USPFX",
    "b": "BTEFX"
  },
  "retrieved_at": "2026-07-07T16:10:27+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": "Union Street Partners Value Fund",
    "ticker": "USPFX",
    "slug": "USPFX",
    "series_id": "S000030539",
    "html_url": "https://fundwatcher.app/funds/USPFX/"
  },
  "fund_b": {
    "name": "Boston Trust Equity Fund",
    "ticker": "BTEFX",
    "slug": "BTEFX",
    "series_id": "S000009922",
    "html_url": "https://fundwatcher.app/funds/BTEFX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3110204658497353169131066990",
    "coverage_b_by_a": "0.3110204658497353169131066990",
    "shared_count": 10,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "APPLE INC",
        "value": "6200089.70",
        "weight": "0.07740470",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "6143531.60",
        "weight": "0.07669861",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "5663601.00",
        "weight": "0.07070694",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "5629759.20",
        "weight": "0.07028444",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "4483747.00",
        "weight": "0.05597711",
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      },
      {
        "name": "DOLLAR TREE INC",
        "value": "4390255.90",
        "weight": "0.05480992",
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      },
      {
        "name": "FEDEX CORP",
        "value": "4309778.00",
        "weight": "0.05380520",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3544380.00",
        "weight": "0.04424963",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3352481.60",
        "weight": "0.04185388",
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      },
      {
        "name": "BOEING CO/THE",
        "value": "2826226.00",
        "weight": "0.03528387",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "2716723.60",
        "weight": "0.03391680",
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      },
      {
        "name": "PG&E CORP",
        "value": "2710963.15",
        "weight": "0.03384488",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "2552062.50",
        "weight": "0.03186109",
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      },
      {
        "name": "SLB LTD",
        "value": "2543805.00",
        "weight": "0.03175800",
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      },
      {
        "name": "NIKE INC CL B",
        "value": "2522155.00",
        "weight": "0.03148771",
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      },
      {
        "name": "STARBUCKS CORP",
        "value": "2463725.00",
        "weight": "0.03075825",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "2409500.00",
        "weight": "0.03008128",
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      },
      {
        "name": "SIMON PROPERTY",
        "value": "2364267.75",
        "weight": "0.02951658",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "2317280.00",
        "weight": "0.02892996",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "2301749.15",
        "weight": "0.02873607",
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      },
      {
        "name": "DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT",
        "value": "2013872.50",
        "weight": "0.02514209",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "1891117.50",
        "weight": "0.02360956",
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      },
      {
        "name": "MONEYMKT",
        "value": "1704061.12",
        "weight": "0.02127426",
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      },
      {
        "name": "LVMH MOET HENNESSY-UNSP ADR Sponsored ADR",
        "value": "1638600.00",
        "weight": "0.02045702",
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      },
      {
        "name": "TARGET CORP",
        "value": "1405920.00",
        "weight": "0.01755214",
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      }
    ],
    "b_top": [
      {
        "name": "ALPHABET INC CL C",
        "value": "18301668.00",
        "weight": "0.07812672",
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      },
      {
        "name": "APPLE INC",
        "value": "16014149.00",
        "weight": "0.06836169",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "15917310.00",
        "weight": "0.06794830",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "12060560.00",
        "weight": "0.05148449",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "8483000.00",
        "weight": "0.03621249",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8462720.00",
        "weight": "0.03612592",
        "shared": false
      },
      {
        "name": "WW GRAINGER INC",
        "value": "7090265.00",
        "weight": "0.03026714",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "6966540.00",
        "weight": "0.02973898",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "6476795.00",
        "weight": "0.02764834",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "5721300.00",
        "weight": "0.02442326",
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      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "5249310.00",
        "weight": "0.02240842",
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      },
      {
        "name": "HUBBELL INC",
        "value": "4907400.00",
        "weight": "0.02094886",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "4883200.00",
        "weight": "0.02084555",
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      },
      {
        "name": "NT-INST TRSR-PRM",
        "value": "4813838.97",
        "weight": "0.02054946",
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      },
      {
        "name": "ACCENTURE PLC-A",
        "value": "4758960.00",
        "weight": "0.02031519",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "4488470.00",
        "weight": "0.01916052",
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      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "4299252.00",
        "weight": "0.01835278",
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      },
      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "4257798.75",
        "weight": "0.01817582",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "4165400.00",
        "weight": "0.01778139",
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      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "4063600.00",
        "weight": "0.01734682",
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      },
      {
        "name": "ESSENTIAL UTILITIES INC",
        "value": "4027000.00",
        "weight": "0.01719058",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4025840.00",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "3953400.00",
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      },
      {
        "name": "STRYKER CORP",
        "value": "3943080.00",
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      },
      {
        "name": "ILLINOIS TOOL WORKS INC",
        "value": "3904350.00",
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      },
      {
        "name": "WATERS CORP",
        "value": "3805884.00",
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      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "3626340.00",
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      },
      {
        "name": "TJX COS INC",
        "value": "3433550.00",
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      },
      {
        "name": "CHUBB LTD",
        "value": "3259300.00",
        "weight": "0.01391340",
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      },
      {
        "name": "TE CONNECTIVITY",
        "value": "3208457.00",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "3176040.00",
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      },
      {
        "name": "CINCINNATI FINANCIAL CORP",
        "value": "3147000.00",
        "weight": "0.01343401",
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      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "2894250.00",
        "weight": "0.01235506",
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      },
      {
        "name": "PEPSICO INC",
        "value": "2795220.00",
        "weight": "0.01193232",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "2689700.00",
        "weight": "0.01148187",
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      },
      {
        "name": "DEERE & CO",
        "value": "2675675.00",
        "weight": "0.01142200",
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      },
      {
        "name": "SYSCO CORP",
        "value": "2425220.00",
        "weight": "0.01035285",
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      },
      {
        "name": "LOWES COS INC",
        "value": "2362800.00",
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      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "2358450.00",
        "weight": "0.01006782",
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      },
      {
        "name": "STARBUCKS CORP",
        "value": "2060570.00",
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      },
      {
        "name": "METTLER-TOLEDO INTL INC",
        "value": "1891800.00",
        "weight": "0.00807577",
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      },
      {
        "name": "EDWARDS LIFESCIENCES CORP",
        "value": "1801800.00",
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      },
      {
        "name": "APTARGROUP INC",
        "value": "1795785.00",
        "weight": "0.00766590",
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      },
      {
        "name": "NETFLIX INC",
        "value": "1730700.00",
        "weight": "0.00738807",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "1677658.00",
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      },
      {
        "name": "ROSS STORES INC",
        "value": "1516410.00",
        "weight": "0.00647330",
        "shared": false
      },
      {
        "name": "MCCORMICK-N/V",
        "value": "1412320.00",
        "weight": "0.00602896",
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      },
      {
        "name": "CHURCH & DWIGHT",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1299960.00",
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      },
      {
        "name": "DONALDSON CO INC",
        "value": "1273050.00",
        "weight": "0.00543444",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001396092-26-000313",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1396092/000139609226000313/0001396092-26-000313-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002066578-26-001399",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/882748/000206657826001399/0002066578-26-001399-index.htm"
    }
  ]
}