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Consumer Staples
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 20, 2026 |
Madison Small Cap Fund Faraz Farzam
|
View | AI, Small Caps, Software, Consumer Staples, Risk Appetite | AAON, AMPL, CCOI, CFLT, CIEN, EHC, ENTG, FORM, GTLB, MIR, POWI, PRMB, RVLV, SMG, VCEL, VFC, VIAV, WAL, ZION | AI, Consumer Staples, Quality, Risk Appetite, small caps, software, Speculation, underperformance |
| 2025 Q4 | Jan 18, 2026 |
Conestoga Micro Cap Composite David Neiderer
|
View | Defense, Energy Transition, Consumer Staples, Biotechnology | BLFS, BWMN, COCO, CYX, DGII, ELVA, IIIV, IRMD, MAMA, MEG, PHR, PL, PLMR, QTWO, ROAD, TKNO, TRNS, UTI, VCEL, WLDN | Biotech, consumer, defense, energy, growth, Micro Cap, Quality, small cap |
| 2025 Q3 | Oct 19, 2025 |
American Century Equity Income Fund Kevin Toney
|
View | AI, Infrastructure, Consumer Staples | AMT, CRH, GOOG, JNJ, KVUE, NSC, PCAR | AI, Consumer Staples, dividends, Health Care, infrastructure |