{
  "page": "compare",
  "query": {
    "a": "WHGLX",
    "b": "CFVLX"
  },
  "retrieved_at": "2026-07-07T19:12:18+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": "WESTWOOD QUALITY VALUE FUND",
    "ticker": "WHGLX",
    "slug": "WHGLX",
    "series_id": "S000072844",
    "html_url": "https://fundwatcher.app/funds/WHGLX/"
  },
  "fund_b": {
    "name": "The Value Fund",
    "ticker": "CFVLX",
    "slug": "CFVLX",
    "series_id": "S000010026",
    "html_url": "https://fundwatcher.app/funds/CFVLX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3114987455282625963224903981",
    "coverage_b_by_a": "0.3114987455282625963224903980",
    "shared_count": 18,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-04-30"
    },
    "a_top": [
      {
        "name": "AMAZON.COM INC",
        "value": "6003558.40",
        "weight": "0.03385125",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "4840213.50",
        "weight": "0.02729170",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "4833509.00",
        "weight": "0.02725389",
        "shared": false
      },
      {
        "name": "MSCI INC",
        "value": "4655050.02",
        "weight": "0.02624765",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4550832.00",
        "weight": "0.02566001",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "4396369.64",
        "weight": "0.02478907",
        "shared": false
      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "4313857.50",
        "weight": "0.02432382",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "4022706.00",
        "weight": "0.02268215",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "4010092.20",
        "weight": "0.02261103",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "3926475.54",
        "weight": "0.02213956",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "3917472.00",
        "weight": "0.02208879",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3871249.20",
        "weight": "0.02182816",
        "shared": true
      },
      {
        "name": "CSX CORP",
        "value": "3803111.68",
        "weight": "0.02144396",
        "shared": false
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "3727365.60",
        "weight": "0.02101687",
        "shared": false
      },
      {
        "name": "PACKAGING CORP OF AMERICA",
        "value": "3719255.60",
        "weight": "0.02097114",
        "shared": true
      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "3718718.22",
        "weight": "0.02096811",
        "shared": false
      },
      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "3714977.50",
        "weight": "0.02094702",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3696675.75",
        "weight": "0.02084382",
        "shared": true
      },
      {
        "name": "ENTERGY CORP",
        "value": "3670477.42",
        "weight": "0.02069610",
        "shared": false
      },
      {
        "name": "DEERE & CO",
        "value": "3652704.00",
        "weight": "0.02059589",
        "shared": false
      },
      {
        "name": "HERSHEY CO/THE",
        "value": "3647278.00",
        "weight": "0.02056529",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "3616572.44",
        "weight": "0.02039216",
        "shared": false
      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "3595084.74",
        "weight": "0.02027100",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "3583885.27",
        "weight": "0.02020785",
        "shared": true
      },
      {
        "name": "MCKESSON CORP",
        "value": "3567553.32",
        "weight": "0.02011576",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "3547741.89",
        "weight": "0.02000405",
        "shared": true
      },
      {
        "name": "HUBBELL INC",
        "value": "3535613.24",
        "weight": "0.01993567",
        "shared": false
      },
      {
        "name": "VERALTO CORP",
        "value": "3535070.70",
        "weight": "0.01993261",
        "shared": false
      },
      {
        "name": "WARNER MUSIC GRP CORP CL A",
        "value": "3520161.66",
        "weight": "0.01984854",
        "shared": false
      },
      {
        "name": "QNITY ELECTRONICS INC",
        "value": "3488256.24",
        "weight": "0.01966864",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "3456837.12",
        "weight": "0.01949148",
        "shared": true
      },
      {
        "name": "ARTHUR J GALLAGHAR AND CO",
        "value": "3379711.61",
        "weight": "0.01905661",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "3347044.12",
        "weight": "0.01887241",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "3292290.90",
        "weight": "0.01856369",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "3290764.62",
        "weight": "0.01855508",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3218569.20",
        "weight": "0.01814800",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "3208323.27",
        "weight": "0.01809023",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "3037009.80",
        "weight": "0.01712428",
        "shared": true
      },
      {
        "name": "T-MOBILE US INC",
        "value": "2836865.85",
        "weight": "0.01599576",
        "shared": false
      },
      {
        "name": "SOUTHSTATE BANK CORP",
        "value": "2828810.52",
        "weight": "0.01595034",
        "shared": false
      },
      {
        "name": "CULLEN FROST BANKERS INC",
        "value": "2738069.94",
        "weight": "0.01543869",
        "shared": false
      },
      {
        "name": "DELL TECHNOLOGIES INC CL C",
        "value": "2623193.68",
        "weight": "0.01479096",
        "shared": false
      },
      {
        "name": "KKR & CO INC",
        "value": "2594958.86",
        "weight": "0.01463176",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "2311155.00",
        "weight": "0.01303152",
        "shared": true
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "2270626.08",
        "weight": "0.01280300",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2147488.57",
        "weight": "0.01210868",
        "shared": true
      },
      {
        "name": "EAGLE MATERIALS INC",
        "value": "1928042.60",
        "weight": "0.01087133",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "1854294.96",
        "weight": "0.01045550",
        "shared": true
      },
      {
        "name": "ADVANCED DRAINAGE SYSTEMS INC",
        "value": "1788446.52",
        "weight": "0.01008421",
        "shared": false
      },
      {
        "name": "HUNT J B TRANSPORT SERVICES IN",
        "value": "1750487.20",
        "weight": "0.00987018",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "8359780.00",
        "weight": "0.03632956",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "6494353.40",
        "weight": "0.02822287",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "5594287.80",
        "weight": "0.02431141",
        "shared": true
      },
      {
        "name": "EATON CORP PLC",
        "value": "5557683.35",
        "weight": "0.02415234",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "5308884.45",
        "weight": "0.02307112",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "5194455.00",
        "weight": "0.02257383",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "4972800.00",
        "weight": "0.02161057",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "4971024.00",
        "weight": "0.02160286",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "4906826.10",
        "weight": "0.02132387",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "4712223.60",
        "weight": "0.02047817",
        "shared": true
      },
      {
        "name": "MONOLITHIC POWER SYS INC",
        "value": "4689861.05",
        "weight": "0.02038099",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "4595904.30",
        "weight": "0.01997268",
        "shared": false
      },
      {
        "name": "WILLIAMS COS INC",
        "value": "4588520.30",
        "weight": "0.01994059",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "4564176.15",
        "weight": "0.01983480",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "4561994.80",
        "weight": "0.01982532",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "4561368.75",
        "weight": "0.01982260",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "4543751.55",
        "weight": "0.01974604",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "4498068.20",
        "weight": "0.01954751",
        "shared": true
      },
      {
        "name": "KLA CORP",
        "value": "4454640.75",
        "weight": "0.01935878",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "4450470.00",
        "weight": "0.01934066",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "4437720.00",
        "weight": "0.01928525",
        "shared": true
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "4365187.25",
        "weight": "0.01897004",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "4274435.40",
        "weight": "0.01857565",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "4268314.50",
        "weight": "0.01854905",
        "shared": true
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "4229725.50",
        "weight": "0.01838135",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "4209980.80",
        "weight": "0.01829555",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "4196621.25",
        "weight": "0.01823749",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "4182700.00",
        "weight": "0.01817699",
        "shared": false
      },
      {
        "name": "Southern Copper Corporation COM USD0.01",
        "value": "4143223.08",
        "weight": "0.01800544",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "4103424.00",
        "weight": "0.01783248",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "4100664.60",
        "weight": "0.01782049",
        "shared": false
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "4052505.60",
        "weight": "0.01761120",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "3995759.90",
        "weight": "0.01736460",
        "shared": true
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "3976436.70",
        "weight": "0.01728062",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "3783031.20",
        "weight": "0.01644013",
        "shared": false
      },
      {
        "name": "LITTELFUSE INC",
        "value": "3770906.10",
        "weight": "0.01638744",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "3747649.95",
        "weight": "0.01628637",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "3699238.55",
        "weight": "0.01607599",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "3531106.45",
        "weight": "0.01534533",
        "shared": true
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "3444500.50",
        "weight": "0.01496896",
        "shared": false
      },
      {
        "name": "METLIFE INC",
        "value": "3144325.50",
        "weight": "0.01366447",
        "shared": false
      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "3108518.00",
        "weight": "0.01350886",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "3050640.00",
        "weight": "0.01325734",
        "shared": false
      },
      {
        "name": "ONEOK INC",
        "value": "2998940.10",
        "weight": "0.01303266",
        "shared": false
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "2966323.20",
        "weight": "0.01289092",
        "shared": false
      },
      {
        "name": "TYSON FOODS INC CL A",
        "value": "2940813.00",
        "weight": "0.01278006",
        "shared": false
      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "2932097.35",
        "weight": "0.01274218",
        "shared": false
      },
      {
        "name": "STANLEY BLACK and DECKER INC",
        "value": "2897391.20",
        "weight": "0.01259135",
        "shared": false
      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "2876055.00",
        "weight": "0.01249863",
        "shared": false
      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "2862869.40",
        "weight": "0.01244133",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-004641",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1545440/000091047226004641/0000910472-26-004641-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-063611",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/926243/000141036826063611/0001410368-26-063611-index.htm"
    }
  ]
}