# Portfolio overlap — USPFX vs WPLCX

Comparing **Union Street Partners Value Fund** (2026-03-31) and **WP Large Cap Income Plus Fund** (2026-02-28).

- Shared positions: 7
- Union Street Partners Value Fund covered by WP Large Cap Income Plus Fund: 0.3186892702135397925772246083
- WP Large Cap Income Plus Fund covered by Union Street Partners Value Fund: 0.3186892702135397925772246083

## Union Street Partners Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| APPLE INC | 0.077405 | ✓ |
| JPMORGAN CHASE and CO | 0.076699 | ✓ |
| MICROSOFT CORP | 0.070707 | ✓ |
| META PLATFORMS INC CL A | 0.070284 |  |
| GOLDMAN SACHS GROUP INC | 0.055977 |  |
| DOLLAR TREE INC | 0.054810 |  |
| FEDEX CORP | 0.053805 |  |
| JOHNSON&JOHNSON | 0.044250 |  |
| EXXON MOBIL CORP | 0.041854 | ✓ |
| BOEING CO/THE | 0.035284 |  |
| UNITEDHEALTH GRP | 0.033917 |  |
| PG&E CORP | 0.033845 |  |
| BANK OF AMERICA CORPORATION | 0.031861 | ✓ |
| SLB LTD | 0.031758 |  |
| NIKE INC CL B | 0.031488 |  |
| STARBUCKS CORP | 0.030758 |  |
| WALT DISNEY CO/T | 0.030081 |  |
| SIMON PROPERTY | 0.029517 |  |
| CHEVRON CORP | 0.028930 | ✓ |
| MERCK & CO | 0.028736 |  |
| DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 0.025142 | ✓ |
| HOME DEPOT INC | 0.023610 |  |
| MONEYMKT | 0.021274 |  |
| LVMH MOET HENNESSY-UNSP ADR Sponsored ADR | 0.020457 |  |
| TARGET CORP | 0.017552 |  |

## WP Large Cap Income Plus Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| IMMUNITYBIO INC | 0.171524 |  |
| APPLE INC | 0.159424 | ✓ |
| JPMORGAN CHASE and CO | 0.134783 | ✓ |
| BANK OF AMERICA CORPORATION | 0.122162 | ✓ |
| MICROSOFT CORP | 0.113318 | ✓ |
| WELLS FARGO & CO | 0.083252 |  |
| Mitsubishi UFJ Financial Group Inc. SPON ADS EACH REP 1 ORD SHS | 0.056243 |  |
| EXXON MOBIL CORP | 0.043714 | ✓ |
| UBS GROUP AG USD0.10 (REG S) | 0.039065 |  |
| BERKSHIRE HATH-B | 0.038090 |  |
| CHEVRON CORP | 0.014088 | ✓ |
| MCDONALDS CORP | 0.012864 |  |
| DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 0.006076 | ✓ |
| UNITED PARCEL SERVICE INC CL B | 0.004374 |  |
| MONEY MARKET FUND | 0.000848 |  |
| WOLFSPEED INC | 0.000177 |  |


## Sources

- N-PORT (fund A) — accession `0001396092-26-000313` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1396092/000139609226000313/0001396092-26-000313-index.htm>
- N-PORT (fund B) — accession `0001413042-26-000297` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1645192/000141304226000297/0001413042-26-000297-index.htm>

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_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._

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