{
  "page": "compare",
  "query": {
    "a": "USPFX",
    "b": "WPLCX"
  },
  "retrieved_at": "2026-07-07T16:37:40+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": "WP Large Cap Income Plus Fund",
    "ticker": "WPLCX",
    "slug": "WPLCX",
    "series_id": "S000060197",
    "html_url": "https://fundwatcher.app/funds/WPLCX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3186892702135397925772246083",
    "coverage_b_by_a": "0.3186892702135397925772246083",
    "shared_count": 7,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-02-28"
    },
    "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",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "5629759.20",
        "weight": "0.07028444",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "4483747.00",
        "weight": "0.05597711",
        "shared": false
      },
      {
        "name": "DOLLAR TREE INC",
        "value": "4390255.90",
        "weight": "0.05480992",
        "shared": false
      },
      {
        "name": "FEDEX CORP",
        "value": "4309778.00",
        "weight": "0.05380520",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3544380.00",
        "weight": "0.04424963",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3352481.60",
        "weight": "0.04185388",
        "shared": true
      },
      {
        "name": "BOEING CO/THE",
        "value": "2826226.00",
        "weight": "0.03528387",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "2716723.60",
        "weight": "0.03391680",
        "shared": false
      },
      {
        "name": "PG&E CORP",
        "value": "2710963.15",
        "weight": "0.03384488",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "2552062.50",
        "weight": "0.03186109",
        "shared": true
      },
      {
        "name": "SLB LTD",
        "value": "2543805.00",
        "weight": "0.03175800",
        "shared": false
      },
      {
        "name": "NIKE INC CL B",
        "value": "2522155.00",
        "weight": "0.03148771",
        "shared": false
      },
      {
        "name": "STARBUCKS CORP",
        "value": "2463725.00",
        "weight": "0.03075825",
        "shared": false
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "2409500.00",
        "weight": "0.03008128",
        "shared": false
      },
      {
        "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",
        "shared": false
      },
      {
        "name": "DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT",
        "value": "2013872.50",
        "weight": "0.02514209",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1891117.50",
        "weight": "0.02360956",
        "shared": false
      },
      {
        "name": "MONEYMKT",
        "value": "1704061.12",
        "weight": "0.02127426",
        "shared": false
      },
      {
        "name": "LVMH MOET HENNESSY-UNSP ADR Sponsored ADR",
        "value": "1638600.00",
        "weight": "0.02045702",
        "shared": false
      },
      {
        "name": "TARGET CORP",
        "value": "1405920.00",
        "weight": "0.01755214",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "IMMUNITYBIO INC",
        "value": "4547700.00",
        "weight": "0.17152379",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "4226880.00",
        "weight": "0.15942355",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "3573570.00",
        "weight": "0.13478291",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "3238950.00",
        "weight": "0.12216218",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3004461.00",
        "weight": "0.11331806",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "2207295.00",
        "weight": "0.08325166",
        "shared": false
      },
      {
        "name": "Mitsubishi UFJ Financial Group Inc. SPON ADS EACH REP 1 ORD SHS",
        "value": "1491200.00",
        "weight": "0.05624300",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1159000.00",
        "weight": "0.04371354",
        "shared": true
      },
      {
        "name": "UBS GROUP AG USD0.10 (REG S)",
        "value": "1035750.00",
        "weight": "0.03906497",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "1009900.00",
        "weight": "0.03809000",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "373520.00",
        "weight": "0.01408790",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "341060.00",
        "weight": "0.01286362",
        "shared": false
      },
      {
        "name": "DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT",
        "value": "161100.00",
        "weight": "0.00607614",
        "shared": true
      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "115960.00",
        "weight": "0.00437362",
        "shared": false
      },
      {
        "name": "MONEY MARKET FUND",
        "value": "22477.93",
        "weight": "0.00084779",
        "shared": false
      },
      {
        "name": "WOLFSPEED INC",
        "value": "4700.00",
        "weight": "0.00017727",
        "shared": false
      }
    ]
  },
  "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": "0001413042-26-000297",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1645192/000141304226000297/0001413042-26-000297-index.htm"
    }
  ]
}