# Portfolio overlap — CSMVX vs CSMD

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

- Shared positions: 9
- Congress Small Cap Growth Fund covered by Congress SMid Growth ETF: 0.1986854369987626170997218783
- Congress SMid Growth ETF covered by Congress Small Cap Growth Fund: 0.1986854369987626170997218782

## 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 |  |

## 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 |  |


## 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 `0001193125-26-287737` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/811030/000119312526287737/0001193125-26-287737-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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