# Portfolio overlap — HOOSX vs CSMVX

Comparing **Hartford Schroders US Small Cap Opportunities Fund** (2026-01-31) and **Congress Small Cap Growth Fund** (2026-04-30).

- Shared positions: 11
- Hartford Schroders US Small Cap Opportunities Fund covered by Congress Small Cap Growth Fund: 0.1514023974561935854532231411
- Congress Small Cap Growth Fund covered by Hartford Schroders US Small Cap Opportunities Fund: 0.1514023974561935854532231411

## Hartford Schroders US Small Cap Opportunities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ICU MEDICAL INC | 0.028043 |  |
| VIAVI SOLUTIONS INC | 0.026561 |  |
| MOOG INC-CLASS A | 0.022165 | ✓ |
| FIRST BANCORP/NC | 0.021305 |  |
| HEXCEL CORPORATION | 0.020444 |  |
| NOVANTA INC | 0.018853 | ✓ |
| MCGRATH RENTCORP | 0.018469 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.017486 |  |
| PERELLA WEINBERG PARTNERS | 0.017370 |  |
| SEACOAST BANKING CORP FLORIDA | 0.016707 |  |
| BALCHEM CORP | 0.016535 | ✓ |
| PATRICK INDUSTRIES INC | 0.016373 |  |
| ESCO TECHNOLOGIES INC | 0.016248 |  |
| QCR HOLDINGS INC | 0.015913 |  |
| SEMTECH CORP | 0.015815 |  |
| MIRION TECHNOLOGIES INC-A | 0.015724 |  |
| HELIOS TECHNOLOGIES INC | 0.015655 |  |
| ENPRO INDUSTRIES INC | 0.015629 | ✓ |
| US PHYSICAL THERAPY INC | 0.015264 |  |
| MODINE MFG CO | 0.014930 | ✓ |
| V2X INC | 0.014893 |  |
| MATERION CORP | 0.014770 |  |
| LIVERAMP HOLDINGS INC | 0.014743 |  |
| CAVCO INDUSTRIES INC | 0.014036 |  |
| MSA SAFETY INC | 0.013900 |  |
| ESAB CORP | 0.013861 |  |
| CIENA CORP | 0.013692 |  |
| TERRENO REALTY CORP | 0.013649 |  |
| PRIMORIS SVCS CORP | 0.013607 | ✓ |
| HAYWARD HOLDINGS INC | 0.013421 |  |
| CHURCHILL DOWNS INC | 0.013175 |  |
| ASGN INC | 0.013020 |  |
| SOUTHSTATE BANK CORP | 0.012748 |  |
| LUMENTUM HOLDINGS INC | 0.012671 |  |
| SIMPSON MFG | 0.012429 |  |
| CHEFS WAREHOUSE INC | 0.012428 |  |
| FB FINANCIAL CORP | 0.012367 |  |
| REPLIGEN CORP | 0.012205 | ✓ |
| NEOGENOMICS INC | 0.012166 |  |
| HOULIHAN LOKEY I | 0.012056 |  |
| AZENTA INC | 0.011864 | ✓ |
| KIRBY CORP | 0.011862 | ✓ |
| PERMIAN RESOURCES CORP CL A | 0.011657 |  |
| UL SOLUTIONS INC CL A | 0.010876 |  |
| AXIS CAPITAL HOLDINGS LTD | 0.010775 |  |
| UNITED COMMUNITY BANKS GA | 0.010750 |  |
| REINSURANCE GROUP OF AMERICA | 0.010702 |  |
| TRICO BANCSHARES | 0.010695 |  |
| BOX INC- CLASS A | 0.010357 |  |
| FIRST BANCORP PUERTO RICO | 0.010346 |  |

## 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 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030424` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/49905/000141036826030424/0001410368-26-030424-index.htm>
- N-PORT (fund B) — accession `0001193125-26-287746` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/811030/000119312526287746/0001193125-26-287746-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/>_