# Portfolio overlap — CSMCX vs CCASX

Comparing **Congress Small Cap Growth Fund** (2026-04-30) and **CONESTOGA SMALL CAP FUND** (2026-03-31).

- Shared positions: 12
- Congress Small Cap Growth Fund covered by CONESTOGA SMALL CAP FUND: 0.2103243730444723800602051487
- CONESTOGA SMALL CAP FUND covered by Congress Small Cap Growth Fund: 0.2103243730444723800602051487

## Congress Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| STERLING INFRASTRUCTURE INC | 0.044052 |  |
| MODINE MFG CO | 0.043508 |  |
| PRIMORIS SVCS CORP | 0.043348 |  |
| NOVA LTD | 0.037572 |  |
| LIGAND PHARMACEUTICALS | 0.032306 |  |
| INTERDIGITAL INC | 0.030711 |  |
| RAMBUS INC | 0.029801 |  |
| MOOG INC-CLASS A | 0.029643 |  |
| ENPRO INDUSTRIES INC | 0.029437 | ✓ |
| BOOT BARN HOLDINGS INC | 0.028408 |  |
| SENSIENT TECHNOLOGIES CORP | 0.027655 |  |
| KIRBY CORP | 0.027282 |  |
| AMERIS BANCORP | 0.025602 |  |
| NOVANTA INC | 0.025486 | ✓ |
| LEMAITRE VASCULAR INC | 0.025288 | ✓ |
| AEROVIRONMENT INC | 0.025245 |  |
| ACI WORLDWIDE INC | 0.024840 |  |
| BRINKER INTL | 0.024831 |  |
| REPLIGEN CORP | 0.024197 | ✓ |
| CSW INDUSTRI INC | 0.024125 | ✓ |
| COMMVAULT SYSTEMS INC | 0.024063 |  |
| MERIT MEDICAL SYSTEMS INC | 0.024006 | ✓ |
| FED SIGNAL CORP | 0.023908 | ✓ |
| LIVANOVA PLC | 0.023339 |  |
| TG THERAPEUTICS INC | 0.022738 |  |
| CARGURUS INC CL A | 0.022371 |  |
| ATLANTIC UNION B | 0.021931 |  |
| SKYLINE CHAMPION CORP | 0.021709 |  |
| UFP TECHNOLOGIES INC | 0.021333 |  |
| PJT PARTNERS INC | 0.020642 |  |
| BALCHEM CORP | 0.020503 | ✓ |
| CALIX NETWORKS INC | 0.020186 |  |
| UNIVERSAL TECHNI | 0.019044 | ✓ |
| CRANE NXT CO | 0.018623 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.018345 |  |
| IMAX Corporation COM NPV | 0.015946 |  |
| JFROG LTD | 0.015870 |  |
| YETI HOLDINGS INC | 0.015017 |  |
| VERICEL CORP | 0.012588 | ✓ |
| FIRST AM-TR OB-X | 0.007888 |  |
| AZENTA INC | 0.006615 | ✓ |

## CONESTOGA SMALL CAP FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LEMAITRE VASCULAR INC | 0.046170 | ✓ |
| RBC BEARINGS INC | 0.046001 |  |
| CASELLA WASTE SYS INC CL A | 0.044455 |  |
| ESCO TECHNOLOGIES INC | 0.042449 |  |
| BALCHEM CORP | 0.042439 | ✓ |
| DIGI INTL INC | 0.040838 |  |
| FIRSTSERVICE-WI | 0.039122 |  |
| NOVANTA INC | 0.037202 | ✓ |
| CONSTRUCTION PARTNERS INC CL A | 0.034288 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.032366 |  |
| MERIT MEDICAL SYSTEMS INC | 0.031506 | ✓ |
| CSW INDUSTRI INC | 0.030227 | ✓ |
| DESCARTES SYS | 0.029812 |  |
| MERCURY SYSTEMS INC | 0.028262 |  |
| Stevanato Group S.p.A. ORD SHS | 0.026743 |  |
| FED SIGNAL CORP | 0.026422 | ✓ |
| REPLIGEN CORP | 0.025581 | ✓ |
| SPX TECHNOLOGIES INC | 0.024980 |  |
| HELIOS TECHNOLOGIES INC | 0.024855 |  |
| EXPONENT INC | 0.023860 |  |
| AAON INC | 0.022826 |  |
| VERICEL CORP | 0.022214 | ✓ |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.021325 |  |
| MSA SAFETY INC | 0.020584 |  |
| UL SOLUTIONS INC CL A | 0.019590 |  |
| SIMPSON MFG | 0.019369 |  |
| BLACKLINE INC | 0.018437 |  |
| AZENTA INC | 0.017333 | ✓ |
| Q2 HOLDINGS INC | 0.016542 |  |
| AGILYSYS INC | 0.014148 |  |
| KADANT INC | 0.013671 |  |
| UNIVERSAL TECHNI | 0.013425 | ✓ |
| ARTIVION INC | 0.011827 |  |
| WD-40 CO | 0.011232 |  |
| MIRION TECHNOLOGIES INC-A | 0.010316 |  |
| TRANSCAT INC | 0.010230 |  |
| WORKIVA INC | 0.010110 |  |
| NCINO INC | 0.009186 |  |
| KARMAN HOLDINGS INC | 0.008671 |  |
| LEGENCE CORP-A | 0.007058 |  |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.006457 |  |
| ENPRO INDUSTRIES INC | 0.005876 | ✓ |
| BADGER METER INC | 0.005660 |  |
| CRANE NXT CO | 0.004309 | ✓ |
| MSILF Government Portfolio - Class Advisory | 0.002027 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-287746` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/811030/000119312526287746/0001193125-26-287746-index.htm>
- N-PORT (fund B) — accession `0000910472-26-008382` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1175813/000091047226008382/0000910472-26-008382-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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