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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Conestoga Small Cap Composite
Value
$8.8B
Stocks
50 Stocks (1 new)
Turnover
0.2%
Top Holdings
CWST(5.20%) ROLL(4.84%) NOVTU(4.54%) BCPC(4.22%) MRCY(4.18%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| CWST | None | Casella Waste Systems | Industrials | $226.5M | 0 | 5.2% | 0 | No Change |
| ROLL | None | RBC Bearings Incorporated | General | $210.9M | 0 | 4.8% | 0 | +100.0% |
| NOVTU | None | Novanta Inc - US | General | $197.6M | 0 | 4.5% | 0 | No Change |
| BCPC | None | Balchem Corp. | Basic Materials | $183.8M | 0 | 4.2% | 0 | No Change |
| MRCY | None | Mercury Systems Inc. | Industrials | $181.9M | 0 | 4.2% | 0 | No Change |
| FSV | None | First Service Corp. | Real Estate | $172.9M | 0 | 4.0% | 0 | No Change |
| DGII | None | Digi International Inc. | Information Technology | $163.2M | 0 | 3.8% | 0 | No Change |
| ROAD | None | Construction Partners, Inc. | Industrials | $161.4M | 0 | 3.7% | 0 | No Change |
| ESE | None | ESCO Technologies, Inc. | Technology | $156.5M | 0 | 3.6% | 0 | No Change |
| MMSI | None | Merit Medical Systems, Inc. | Health Care | $137.3M | 0 | 3.1% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| ROLLRBC Bearings Incorporated | $210.9M | +100.0% | 4.8% | New |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Industrials | 20 | $1802.8M | 41.4% |
| Health Care | 6 | $566.9M | 13.0% |
| Information Technology | 8 | $530.6M | 12.2% |
| General | 3 | $443.3M | 10.2% |
| Technology | 2 | $191.2M | 4.4% |
| Basic Materials | 1 | $183.8M | 4.2% |
| Real Estate | 1 | $172.9M | 4.0% |
| Healthcare | 1 | $131.2M | 3.0% |
| Consumer Discretionary | 3 | $123.5M | 2.8% |
| Materials | 2 | $109.7M | 2.5% |
| Energy | 3 | $97.6M | 2.2% |