# Portfolio overlap — CSMD vs CMIDX

Comparing **Congress SMid Growth ETF** (2026-04-30) and **Congress Mid Cap Growth Fund** (2026-04-30).

- Shared positions: 8
- Congress SMid Growth ETF covered by Congress Mid Cap Growth Fund: 0.1753940991299832285125867711
- Congress Mid Cap Growth Fund covered by Congress SMid Growth ETF: 0.1753940991299832285125867711

## Congress SMid Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVENT ELECTRIC PLC | 0.047423 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.046360 |  |
| COMFORT SYSTEMS USA INC | 0.044067 |  |
| CURTISS WRIGHT CORPORATION | 0.043666 | ✓ |
| VALMONT INDUSTRIES INC | 0.037961 |  |
| RAMBUS INC | 0.035657 |  |
| CARPENTER TECHNOLOGY CORP | 0.029892 |  |
| BJS WHSL CLUB HLDGS INC | 0.027928 |  |
| PENUMBRA INC | 0.027837 | ✓ |
| RUBRIK INC-A | 0.025569 |  |
| ENTEGRIS INC | 0.025307 |  |
| RANGE RESOURCES CORP | 0.024024 |  |
| NOVANTA INC | 0.023762 |  |
| BOOT BARN HOLDINGS INC | 0.023662 |  |
| HAWKINS INC | 0.023080 |  |
| HALOZYME THERAPEUTICS INC | 0.022992 | ✓ |
| STERIS PLC | 0.022589 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.022579 |  |
| PRESTIGE CONSUMER HEALTHCARE INC | 0.022132 |  |
| TRANSMEDICS GROUP INC | 0.021927 |  |
| KARMAN HOLDINGS INC | 0.021381 | ✓ |
| MEDPACE HOLDINGS INC | 0.020939 |  |
| UFP TECHNOLOGIES INC | 0.020520 |  |
| PTC INC | 0.019937 |  |
| REPLIGEN CORP | 0.019059 |  |
| MIRION TECHNOLOGIES INC-A | 0.018876 |  |
| PJT PARTNERS INC | 0.018517 |  |
| TRACTOR SUPPLY CO. | 0.017532 |  |
| FLOOR & DECOR-A | 0.017135 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.016923 | ✓ |
| DUTCH BROS INC-A | 0.016784 |  |
| AFFIRM HOLDINGS INC | 0.016608 |  |
| TERRENO REALTY CORP | 0.016335 |  |
| ELF BEAUTY INC | 0.016291 |  |
| CELSIUS HOLDINGS INC | 0.016268 |  |
| INSULET CORP | 0.015108 |  |
| EXLSERVICE HOLDINGS INC | 0.014593 |  |
| CDW CORPORATION | 0.014031 |  |
| FIRST AM-TR OB-X | 0.013892 | ✓ |
| AVERY DENNISON CORP | 0.013723 |  |
| COOPER COS INC | 0.012458 |  |
| COMMVAULT SYSTEMS INC | 0.011426 |  |
| KINSALE CAPITAL GROUP INC | 0.011296 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.011028 | ✓ |
| BADGER METER INC | 0.010926 |  |

## Congress Mid Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MONOLITHIC POWER SYS INC | 0.100012 |  |
| CASEY'S GENERAL | 0.085905 |  |
| NVENT ELECTRIC PLC | 0.079680 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.076007 | ✓ |
| EMCOR GROUP INC | 0.064893 |  |
| PENUMBRA INC | 0.061250 | ✓ |
| RAYMOND JAMES FINANCIAL INC. | 0.058893 |  |
| CRANE CO | 0.057131 |  |
| TAPESTRY INC | 0.056190 |  |
| QUANTA SVCS INC | 0.046373 |  |
| VIKING HOLDINGS LTD | 0.039770 |  |
| HALOZYME THERAPEUTICS INC | 0.025599 | ✓ |
| CLOUDFLARE INC-A | 0.023874 |  |
| ENCOMPASS HEALTH CORP | 0.021041 |  |
| FASTENAL CO | 0.020998 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.019439 | ✓ |
| ADV ENERGY INDS | 0.018909 |  |
| HEICO CORP | 0.018335 |  |
| GLOBUS MEDICAL INC | 0.014423 |  |
| FLOWSERVE CORP | 0.013608 |  |
| WHEATON PRECIOUS METALS CORP | 0.012893 |  |
| API GROUP CORP | 0.009497 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.008615 | ✓ |
| DATADOG INC CL A | 0.008214 |  |
| ROSS STORES INC | 0.006386 |  |
| TERADYNE INC | 0.005734 |  |
| QNITY ELECTRONICS INC | 0.005593 |  |
| CAVA GROUP INC | 0.005321 |  |
| DR HORTON INC | 0.005049 |  |
| IDEXX LABS INC | 0.004917 |  |
| FIRST AM-TR OB-X | 0.004482 | ✓ |
| GUIDEWIRE SOFTWARE INC | 0.004445 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.004307 |  |
| KARMAN HOLDINGS INC | 0.003457 | ✓ |
| TKO GROUP HOLDINGS INC | 0.002846 |  |
| MONGODB INC CL A | 0.002829 |  |
| EXPEDIA INC | 0.002560 |  |
| TOAST INC-A | 0.000525 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-287737` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/811030/000119312526287737/0001193125-26-287737-index.htm>
- N-PORT (fund B) — accession `0001193125-26-287744` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/811030/000119312526287744/0001193125-26-287744-index.htm>

---

_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._

_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._

_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. See <https://fundwatcher.app/terms/>_