CONESTOGA SMALL CAP FUND · Conestoga Funds
44 holdings · as of 2026-06-30 (2.4 months ago)
COMPLIANT 3.51% of portfolio weight is in non-compliant holdings, under the 5% threshold.
44 holdings, 43 matched (96% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.10% of this portfolio’s income is non-permissible — weighted across holdings, computed over 89% of portfolio weight (40 of 44 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
92.1% compliant 0.0% questionable 3.5% non-compliant 4.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| CWST CASELLA WASTE SYSTEMS INC | COMPLIANT | 5.03% | AAOIFI24.3% Usmani40.6% Dow Jones Islamic22.7% S&P Shariah23.4% MSCI Islamic40.6% MSCI Islamic M-Series23.4% FTSE Shariah38.0% |
| DGII DIGI INTERNATIONAL INC | COMPLIANT | 4.83% | AAOIFI4.4% Usmani12.3% Dow Jones Islamic7.5% S&P Shariah8.7% MSCI Islamic12.3% MSCI Islamic M-Series8.7% FTSE Shariah11.2% |
| ESE ESCO TECHNOLOGIES INC | COMPLIANT | 4.75% | AAOIFI1.9% Usmani6.2% Dow Jones Islamic2.5% S&P Shariah3.0% MSCI Islamic5.6% MSCI Islamic M-Series3.0% FTSE Shariah3.5% |
| NOVT NOVANTA INC | COMPLIANT | 4.58% | AAOIFI5.0% Usmani13.3% Dow Jones Islamic5.7% S&P Shariah5.4% MSCI Islamic13.2% MSCI Islamic M-Series5.4% FTSE Shariah10.7% |
| RBC RBC BEARINGS INC | COMPLIANT | 4.54% | AAOIFI5.6% Usmani17.7% Dow Jones Islamic6.5% S&P Shariah7.6% MSCI Islamic16.8% MSCI Islamic M-Series7.6% FTSE Shariah15.5% |
| BCPC BALCHEM CORP | COMPLIANT | 4.21% | AAOIFI0.2% Usmani0.9% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.8% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| MERCURY SYSTEMS INC | UNSCREENED | 4.10% | no in-house ratios for this holding |
| LMAT LEMAITRE VASCULAR INC | COMPLIANT | 4.08% | AAOIFI1.2% Usmani3.3% Dow Jones Islamic1.0% S&P Shariah1.1% MSCI Islamic3.3% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| FSV FIRSTSERVICE CORP | COMPLIANT | 3.77% | AAOIFI15.2% Usmani32.3% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic32.3% MSCI Islamic M-Series18.9% FTSE Shariah25.3% |
| ROAD CONSTRUCTION PARTNERS INC | COMPLIANT | 3.36% | AAOIFI31.8% Usmani52.4% Dow Jones Islamic32.7% S&P Shariah39.6% MSCI Islamic52.4% MSCI Islamic M-Series39.6% FTSE Shariah49.5% |
| MMSI MERIT MEDICAL SYSTEMS INC | COMPLIANT | 3.25% | AAOIFI15.3% Usmani28.6% Dow Jones Islamic15.9% S&P Shariah16.6% MSCI Islamic28.6% MSCI Islamic M-Series16.6% FTSE Shariah25.7% |
| STVN STEVANATO GROUP SPA | COMPLIANT | 3.08% | AAOIFI8.2% Usmani17.9% Dow Jones Islamic8.6% S&P Shariah8.0% MSCI Islamic17.9% MSCI Islamic M-Series8.0% FTSE Shariah17.9% |
| AAON AAON INC | COMPLIANT | 2.98% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| HLIO HELIOS TECHNOLOGIES INC | COMPLIANT | 2.98% | AAOIFI10.4% Usmani16.2% Dow Jones Islamic13.7% S&P Shariah14.5% MSCI Islamic16.2% MSCI Islamic M-Series14.5% FTSE Shariah14.9% |
| RGEN REPLIGEN CORP | COMPLIANT | 2.88% | AAOIFI7.3% Usmani23.4% Dow Jones Islamic8.8% S&P Shariah8.4% MSCI Islamic23.4% MSCI Islamic M-Series8.4% FTSE Shariah18.7% |
| VCEL VERICEL CORP | COMPLIANT | 2.85% | AAOIFI4.0% Usmani18.5% Dow Jones Islamic4.4% S&P Shariah4.4% MSCI Islamic18.4% MSCI Islamic M-Series4.4% FTSE Shariah0.0% |
| FSS FEDERAL SIGNAL CORP | COMPLIANT | 2.82% | AAOIFI6.7% Usmani19.9% Dow Jones Islamic7.6% S&P Shariah8.3% MSCI Islamic19.9% MSCI Islamic M-Series8.3% FTSE Shariah18.6% |
| CSW CSW INDUSTRIALS INC | COMPLIANT | 2.82% | AAOIFI18.8% Usmani39.7% Dow Jones Islamic18.5% S&P Shariah20.5% MSCI Islamic39.7% MSCI Islamic M-Series20.5% FTSE Shariah36.7% |
| DSGX DESCARTES SYSTEMS GROUP INC (THE) | COMPLIANT | 2.80% | AAOIFI0.1% Usmani0.4% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.4% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| SPXC SPX TECHNOLOGIES INC | COMPLIANT | 2.76% | AAOIFI6.2% Usmani15.6% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic15.6% MSCI Islamic M-Series8.0% FTSE Shariah15.6% |
| SITE SITEONE LANDSCAPE SUPPLY INC | COMPLIANT | 2.67% | AAOIFI22.8% Usmani32.8% Dow Jones Islamic17.3% S&P Shariah16.3% MSCI Islamic28.9% MSCI Islamic M-Series16.3% FTSE Shariah15.5% |
| MSA MSA SAFETY INC | COMPLIANT | 2.07% | AAOIFI8.8% Usmani24.7% Dow Jones Islamic9.9% S&P Shariah9.8% MSCI Islamic24.7% MSCI Islamic M-Series9.8% FTSE Shariah23.1% |
| ULS UL SOLUTIONS INC | COMPLIANT | 1.80% | AAOIFI3.2% Usmani15.3% Dow Jones Islamic3.4% S&P Shariahpass MSCI Islamic15.3% MSCI Islamic M-Seriespass FTSE Shariah9.7% |
| UTI UNIVERSAL TECHNICAL INSTITUTE INC | COMPLIANT | 1.64% | AAOIFI30.9% Usmani40.4% Dow Jones Islamic22.4% S&P Shariah28.0% MSCI Islamic40.0% MSCI Islamic M-Series28.0% FTSE Shariah17.8% |
| SSD SIMPSON MANUFACTURING CO INC | COMPLIANT | 1.64% | AAOIFI5.7% Usmani13.4% Dow Jones Islamic5.8% S&P Shariah5.8% MSCI Islamic13.4% MSCI Islamic M-Series5.8% FTSE Shariah9.8% |
| EXPO EXPONENT INC | COMPLIANT | 1.63% | AAOIFI2.5% Usmani12.4% Dow Jones Islamic2.1% S&P Shariah2.0% MSCI Islamic12.4% MSCI Islamic M-Series2.0% FTSE Shariah0.0% |
| AGYS AGILYSYS INC | COMPLIANT | 1.38% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| LGN LEGENCE CORP | COMPLIANT | 1.36% | AAOIFI19.4% Usmani32.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic32.0% MSCI Islamic M-Seriespass FTSE Shariah27.7% |
| QTWO Q2 HOLDINGS INC | COMPLIANT | 1.31% | AAOIFI1.1% Usmani4.2% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic4.2% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| TRNS TRANSCAT INC | COMPLIANT | 1.18% | AAOIFI17.9% Usmani29.0% Dow Jones Islamic18.3% S&P Shariah17.0% MSCI Islamic29.0% MSCI Islamic M-Series17.0% FTSE Shariah22.4% |
| AORT ARTIVION INC | NON_COMPLIANT | 1.06% | AAOIFI33.0% Usmani38.1% Dow Jones Islamic27.5% S&P Shariah32.2% MSCI Islamic37.7% MSCI Islamic M-Series32.2% FTSE Shariah33.9% |
| KAI KADANT INC | COMPLIANT | 0.97% | AAOIFI14.5% Usmani27.0% Dow Jones Islamic13.4% S&P Shariah14.1% MSCI Islamic27.0% MSCI Islamic M-Series14.1% FTSE Shariah27.0% |
| NPO ENPRO INC | COMPLIANT | 0.97% | AAOIFI9.2% Usmani22.1% Dow Jones Islamic12.5% S&P Shariah14.2% MSCI Islamic22.1% MSCI Islamic M-Series14.2% FTSE Shariah21.6% |
| KRMN KARMAN HOLDINGS INC | COMPLIANT | 0.92% | AAOIFI0.4% Usmani8.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.5% MSCI Islamic M-Seriespass FTSE Shariah0.4% |
| KGS KODIAK GAS SERVICES INC | NON_COMPLIANT | 0.88% | AAOIFI43.8% Usmani51.2% Dow Jones Islamic74.1% S&P Shariah90.9% MSCI Islamic50.3% MSCI Islamic M-Series90.9% FTSE Shariah49.5% |
| WDFC WD-40 COMPANY | COMPLIANT | 0.83% | AAOIFI3.7% Usmani22.9% Dow Jones Islamic3.8% S&P Shariah3.8% MSCI Islamic22.9% MSCI Islamic M-Series3.8% FTSE Shariah20.1% |
| MTDR MATADOR RESOURCES COMPANY | NON_COMPLIANT | 0.79% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| MGY MAGNOLIA OIL & GAS CORP | COMPLIANT | 0.75% | AAOIFI6.5% Usmani13.2% Dow Jones Islamic9.0% S&P Shariah9.4% MSCI Islamic13.2% MSCI Islamic M-Series9.4% FTSE Shariah12.5% |
| NCNO NCINO INC | COMPLIANT | 0.73% | AAOIFI12.3% Usmani21.5% Dow Jones Islamic9.7% S&P Shariah9.1% MSCI Islamic18.3% MSCI Islamic M-Series9.1% FTSE Shariah17.5% |
| KN KNOWLES CORP | COMPLIANT | 0.65% | AAOIFI5.0% Usmani14.4% Dow Jones Islamic7.5% S&P Shariah8.2% MSCI Islamic14.3% MSCI Islamic M-Series8.2% FTSE Shariah12.4% |
| MIR MIRION TECHNOLOGIES INC | COMPLIANT | 0.64% | AAOIFI11.3% Usmani13.5% Dow Jones Islamic10.2% S&P Shariah12.1% MSCI Islamic13.5% MSCI Islamic M-Series12.1% FTSE Shariah12.6% |
| PRM PERIMETER SOLUTIONS INC | COMPLIANT | 0.59% | AAOIFI24.1% Usmani38.8% Dow Jones Islamic40.1% S&P Shariah52.4% MSCI Islamic38.6% MSCI Islamic M-Series52.4% FTSE Shariah37.3% |
| WK WORKIVA INC | NON_COMPLIANT | 0.41% | AAOIFI0.3% Usmani1.8% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.8% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| BFAM BRIGHT HORIZONS FAMILY SOLUTIONS LLC | NON_COMPLIANT | 0.38% | AAOIFI57.1% Usmani48.8% Dow Jones Islamic31.5% S&P Shariah31.3% MSCI Islamic48.8% MSCI Islamic M-Series31.3% FTSE Shariah28.5% |
The published standards disagree about this fund by 22 points of portfolio weight — 73.1% of it passes Dow Jones Islamic, 51.1% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 70.3% ratios fail on 8.8% 20.6% not rated under AAOIFI
ratios pass on 58.1% ratios fail on 21.1% 20.6% not rated under Usmani
ratios pass on 73.1% ratios fail on 6.3% 20.3% not rated under Dow Jones Islamic
ratios pass on 69.7% ratios fail on 6.3% 23.7% not rated under S&P Shariah
ratios pass on 51.1% ratios fail on 27.8% 20.8% not rated under MSCI Islamic
ratios pass on 69.7% ratios fail on 6.3% 23.7% not rated under MSCI Islamic M-Series
ratios pass on 57.0% ratios fail on 19.0% 23.7% not rated under FTSE Shariah
43 of 44 listed holdings carry our own per-methodology verdicts (96% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 41 (91% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Methodology breakdown computing — it will appear here on its own.
CCALX (CCALX) is currently considered halal (Sharia-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Computing the full ratio and business-activity breakdown for CCALX — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally above. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 33.00 | NEUTRAL |
| Stochastic %K (14) | 17.42 | BUY |
| CCI (20) | -109.27 | BUY |
| Williams %R (14) | -82.58 | BUY |
| MACD (12,26,9) | -0.36 | SELL |
| ROC (10) | -5.25 | SELL |
| Momentum (10) | -3.65 | SELL |
| EMA (10) | 66.96 | SELL |
| SMA (10) | 66.96 | SELL |
| EMA (20) | 68.08 | SELL |
| SMA (20) | 68.67 | SELL |
| EMA (30) | 68.66 | SELL |
| SMA (30) | 69.71 | SELL |
| EMA (50) | 69.09 | SELL |
| SMA (50) | 69.78 | SELL |
| EMA (100) | 69.03 | SELL |
| SMA (100) | 69.13 | SELL |
| EMA (200) | 68.78 | SELL |
| SMA (200) | 68.56 | SELL |
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Under normal market circumstances, the fund invests at least 80% of its net assets in equity securities of small-cap companies. Equity securities include American depositary receipts ("ADRs"), convertible securities, foreign and domestic common and preferred stocks, rights and warrants.
Background via Yahoo Finance — informational, not part of the verdict.
Peer movement computing — it will appear here on its own.
NO DATA 0 buys · 0 sells
NEUTRAL report date 2026-09-08 · Asset managers net 912361 (-21819)
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.