# Portfolio overlap — CSMD vs TMDIX

Comparing **Congress SMid Growth ETF** (2026-04-30) and **AMG TimesSquare Mid Cap Growth Fund** (2026-03-31).

- Shared positions: 8
- Congress SMid Growth ETF covered by AMG TimesSquare Mid Cap Growth Fund: 0.1345619830176457855309140209
- AMG TimesSquare Mid Cap Growth Fund covered by Congress SMid Growth ETF: 0.1345619830176457855309140209

## 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 |  |

## AMG TimesSquare Mid Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EMCOR GROUP INC | 0.036823 |  |
| MONOLITHIC POWER SYS INC | 0.036093 |  |
| CENCORA INC | 0.031501 |  |
| CURTISS WRIGHT CORPORATION | 0.026820 | ✓ |
| CARPENTER TECHNOLOGY CORP | 0.026803 | ✓ |
| CHENIERE ENERGY INC | 0.025680 |  |
| COMFORT SYSTEMS USA INC | 0.024602 | ✓ |
| INTERACTIVE BROKERS GROUP INC | 0.023211 |  |
| INSMED INC | 0.022918 |  |
| IDEXX LABS INC | 0.022042 |  |
| ROSS STORES INC | 0.021998 |  |
| LATTICE SEMICONDUCTOR CORP | 0.021025 |  |
| AXON ENTERPRISE INC | 0.020964 |  |
| TARGA RESOURCES CORP | 0.020712 |  |
| O'REILLY AUTOMOTIVE INC | 0.019863 |  |
| PALO ALTO NETWORKS INC | 0.019531 |  |
| KARMAN HOLDINGS INC | 0.019430 | ✓ |
| NRG ENERGY INC | 0.018307 |  |
| JFROG LTD | 0.017452 |  |
| VEEVA SYSTEMS-A | 0.016646 |  |
| PERFORMANCE FOOD GROUP CO | 0.016278 |  |
| MKS INSTRUMENTS INC | 0.016159 |  |
| TRACTOR SUPPLY CO. | 0.015630 | ✓ |
| VERISK ANALYTICS INC | 0.015103 |  |
| CBRE GROUP INC - CL A | 0.014999 |  |
| ARGENX SE SPONSORED ADR | 0.014543 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.014462 |  |
| CINTAS CORP | 0.014422 |  |
| TimesSquare Quality Mid Cap Growth ETF | 0.014349 |  |
| REGAL REXNORD CORP | 0.014065 |  |
| VERTIV HOLDINGS CO | 0.013578 |  |
| DOORDASH INC-A | 0.013249 |  |
| Dreyfus Instl Resv PFD GOVT INSTL | 0.012706 |  |
| EVERCORE INC A | 0.011881 |  |
| GFL ENVIRONM-SUB | 0.011592 |  |
| TPG INC | 0.011555 |  |
| DYNATRACE INC | 0.011069 |  |
| AMETEK INC NEW | 0.011049 |  |
| TRIMBLE INC | 0.010839 |  |
| CASEY'S GENERAL | 0.010683 |  |
| FAIR ISAAC CORP | 0.010375 |  |
| ESAB CORP | 0.010218 |  |
| CAMECO CORP | 0.010151 |  |
| MARTIN MAR MTLS | 0.010028 |  |
| SAMSARA INC-CL A | 0.009720 |  |
| BJS WHSL CLUB HLDGS INC | 0.009650 | ✓ |
| TYLER TECHNOLOGIES INC | 0.009033 |  |
| LIVE NATION ENTERTAINMENT INC | 0.008829 |  |
| MARVELL TECHNOLOGY INC | 0.008674 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.008660 |  |


## 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 `0000940400-26-022961` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1089951/000094040026022961/0000940400-26-022961-index.htm>

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