Conestoga Capital Advisors, LLC

CIK 0001163744 · Q2 2026

13F Equity AUM

$4.6B

-8.2% QoQ

Positions

109

-5 QoQ

AUM Rank

#893

Top 10%

Skill Alpha (FF)

+5.6%/yr^ns

No Clear Edge

Rank #666 · Top 8%

vs S&P +1.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 21.8%Top 10: 39.0%Top 20: 65.5%

CWST4.9%

RBC4.6%

1GSN4.3%

BCPC4.0%

MRCY4.0%

FSV3.8%

DGII3.5%

ROAD3.5%

ESE3.4%

MMSI3.0%

Others (99)61.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials47.1%

Technology21.2%

Healthcare15.9%

Basic Materials5.1%

Real Estate3.8%

Energy2.5%

Consumer Cyclical2.0%

Other2.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 109Median: 0.42%Avg: 0.92%

0–0.5%

59(5.3%)

0.5–1%

20(14.3%)

1–3%

21(44.4%)

3–5%

9(36.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 109vs 20 funds

0%Low

109

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New12Increased14Decreased72Exited17

New Positions

KGS1.1%

+646K

KN0.8%

+932K

MTDR0.6%

+504K

MGY0.5%

+936K

PRM0.4%

+536K

PR0.2%

+491K

FORGENT POWER SOLUTI…0.2%

+149K

DTM0.2%

+50K

PKE0.0%

+49K

NPKI0.0%

+89K

Increased

AORT0.8%

+448K(+38%)

KRMN0.9%

+286K(+56%)

LGN0.9%

+91K(+22%)

ELVA0.1%

+65K(+25%)

MAMA0.1%

+42K(+23%)

BLFS0.1%

+29K(+32%)

MEG0.0%

+13K(+16%)

COCO0.1%

+7K(+25%)

PLMR0.1%

+5K(+26%)

J2A0.1%

+4K(+17%)

Decreased

STVN2.8%

-1,484,138(-17%)

BFAM0.7%

-848,149(-66%)

DGII3.5%

-827,414(-28%)

EXPO1.6%

-640,801(-34%)

NCNO0.8%

-603,889(-22%)

MIR0.5%

-582,958(-32%)

CWST4.9%

-468,319(-17%)

MRCY4.0%

-431,400(-22%)

QTWO1.5%

-389,440(-22%)

VCEL2.0%

-379,480(-15%)

Exited

-1,685,484

-2,844,546

-5,240,492

-122,658

-633,523

-363,898

-133,725

-15,275

-252,775

-7,859

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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