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CONESTOGA FUNDS

CIK: 0001175813 Equity
Report date: 2026-05-29
AUM $2.2B
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-29

Holdings

From latest SEC N-PORT filing · US-listed stocks only

36 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AAON Aaon Inc Since 2026-07-07 000360206 Equity (Common)
2.29%
$51.42 621,422
2 AGYS Agilysys Inc Since 2026-07-07 00847J105 Equity (Common)
1.42%
$31.87 448,031
3 BMI Badger Meter Inc Since 2026-07-07 056525108 Equity (Common)
0.57%
$12.75 83,700
4 BL Blackline Inc Since 2026-07-07 09239B109 Equity (Common)
1.85%
$41.54 1,122,615
5 AZTA Azenta Inc Since 2026-07-07 114340102 Equity (Common)
1.74%
$39.05 1,848,072
6 CCC CCC Intelligent Solutions Holdings Inc Since 2026-07-07 12510Q100 Equity (Common)
0.65%
$14.55 2,424,365
7 CSW CSW Industrials Inc. Since 2026-07-07 126402106 Equity (Common)
3.03%
$68.10 261,325
8 CWST Casella Waste Systems, Inc. Since 2026-07-07 147448104 Equity (Common)
4.46%
$100.15 1,262,295
9 ROAD Construction Partners Inc. Since 2026-07-07 21044C107 Equity (Common)
3.44%
$77.25 695,150
10 CXT Crane NXT Co Since 2026-07-07 224441105 Equity (Common)
0.43%
$9.71 239,140
11 AORT Artivion Inc Since 2026-07-07 228903100 Equity (Common)
1.19%
$26.64 727,620
12 DGII Digi International Inc. Since 2026-07-07 253798102 Equity (Common)
4.09%
$92.00 1,908,774
13 NPO Enpro Inc Since 2026-07-07 29355X107 Equity (Common)
0.59%
$13.24 52,810
14 ESE ESCO Technologies Inc. Since 2026-07-07 296315104 Equity (Common)
4.25%
$95.63 339,875
15 EXPO Exponent Inc Since 2026-07-07 30214U102 Equity (Common)
2.39%
$53.75 823,800
16 HLIO Helios Technologies Inc Since 2026-07-07 42328H109 Equity (Common)
2.49%
$55.99 865,324
17 KAI Kadant Inc Since 2026-07-07 48282T104 Equity (Common)
1.37%
$30.80 105,350
18 KRMN Karman Holdings Inc. Since 2026-07-07 485924104 Equity (Common)
0.87%
$19.53 244,025
19 LGN Legence Corp. Since 2026-07-07 52476L109 Equity (Common)
0.71%
$15.90 281,635
20 LMAT Lemaitre Vascular Inc. Since 2026-07-07 525558201 Equity (Common)
4.63%
$104.02 952,776
21 MRCY Mercury Systems Inc Since 2026-07-07 589378108 Equity (Common)
2.83%
$63.67 873,283
22 MMSI Merit Medical Systems Inc. Since 2026-07-07 589889104 Equity (Common)
3.16%
$70.98 1,029,730
23 MIR Mirion Technologies Inc Since 2026-07-07 60471A101 Equity (Common)
1.03%
$23.24 1,250,155
24 NCNO Ncino Inc. Since 2026-07-07 63947X101 Equity (Common)
0.92%
$20.69 1,381,450
25 NOVT Novanta Inc Since 2026-07-07 67000B104 Equity (Common)
3.73%
$83.81 709,590
26 QTWO Q2 Holdings Inc Since 2026-07-07 74736L109 Equity (Common)
1.66%
$37.27 787,861
27 RGEN Repligen Corporation Since 2026-07-07 759916109 Equity (Common)
2.56%
$57.63 489,135
28 SPXC SPX Technologies, Inc. Since 2026-07-07 78473E103 Equity (Common)
2.50%
$56.28 281,470
29 SSD Simpson Manufacturing Co Inc. Since 2026-07-07 829073105 Equity (Common)
1.94%
$43.63 254,255
30 SITE Siteone Landscape Supply Inc Since 2026-07-07 82982L103 Equity (Common)
3.24%
$72.92 547,790
31 TRNS Transcat Inc. Since 2026-07-07 893529107 Equity (Common)
1.03%
$23.05 313,764
32 ULS UL Solutions Inc. Since 2026-07-07 903731107 Equity (Common)
1.96%
$44.13 514,920
33 UTI Universal Technical Institute, Inc. Since 2026-07-07 913915104 Equity (Common)
1.35%
$30.24 837,775
34 VCEL Vericel Corporation Since 2026-07-07 92346J108 Equity (Common)
2.23%
$50.04 1,555,620
35 WK Workiva Inc Since 2026-07-07 98139A105 Equity (Common)
1.01%
$22.78 381,969
36 STVN Stevanato Group S.p.A. Since 2026-07-07 T9224W109 Equity (Common)
2.68%
$60.25 4,381,616
Frequently Asked Questions — CONESTOGA FUNDS
What type of mutual fund is CONESTOGA FUNDS?
CONESTOGA FUNDS is a SEC-registered Equity fund, with $2.2B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, CONESTOGA FUNDS holds 36 portfolio positions, all detailed in the holdings table on this page.
What are CONESTOGA FUNDS's assets under management (AUM)?
CONESTOGA FUNDS has $2.2B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are CONESTOGA FUNDS's top holdings?
According to CONESTOGA FUNDS's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Aaon Inc, Agilysys Inc, Badger Meter Inc , among others. The complete list of all 36 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is CONESTOGA FUNDS's expense ratio?
Expense ratio data for CONESTOGA FUNDS is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find CONESTOGA FUNDS's SEC filings?
CONESTOGA FUNDS is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001175813. You can access all of CONESTOGA FUNDS's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001175813). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is CONESTOGA FUNDS's holdings data on StockSifting?
Holdings data for CONESTOGA FUNDS on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.