CONESTOGA SMID CAP FUND · Conestoga Funds
46 holdings · as of 2026-06-30 (2.4 months ago)
COMPLIANT 3.48% of portfolio weight is in non-compliant holdings, under the 5% threshold.
46 holdings, 43 matched (95% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
0.99% of this portfolio’s income is non-permissible — weighted across holdings, computed over 91% of portfolio weight (41 of 46 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.
91.1% compliant 0.0% questionable 3.5% non-compliant 5.3% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| CWST CASELLA WASTE SYSTEMS INC | COMPLIANT | 4.97% | AAOIFI24.3% Usmani40.6% Dow Jones Islamic22.7% S&P Shariah23.4% MSCI Islamic40.6% MSCI Islamic M-Series23.4% FTSE Shariah38.0% |
| RBC RBC BEARINGS INC | COMPLIANT | 4.71% | AAOIFI5.6% Usmani17.7% Dow Jones Islamic6.5% S&P Shariah7.6% MSCI Islamic16.8% MSCI Islamic M-Series7.6% FTSE Shariah15.5% |
| NOVT NOVANTA INC | COMPLIANT | 4.22% | AAOIFI5.0% Usmani13.3% Dow Jones Islamic5.7% S&P Shariah5.4% MSCI Islamic13.2% MSCI Islamic M-Series5.4% FTSE Shariah10.7% |
| FSV FIRSTSERVICE CORP | COMPLIANT | 4.08% | AAOIFI15.2% Usmani32.3% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic32.3% MSCI Islamic M-Series18.9% FTSE Shariah25.3% |
| BCPC BALCHEM CORP | COMPLIANT | 4.06% | AAOIFI0.2% Usmani0.9% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.8% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| ROAD CONSTRUCTION PARTNERS INC | COMPLIANT | 3.96% | AAOIFI31.8% Usmani52.4% Dow Jones Islamic32.7% S&P Shariah39.6% MSCI Islamic52.4% MSCI Islamic M-Series39.6% FTSE Shariah49.5% |
| MERCURY SYSTEMS INC | UNSCREENED | 3.90% | no in-house ratios for this holding |
| SPXC SPX TECHNOLOGIES INC | COMPLIANT | 3.56% | AAOIFI6.2% Usmani15.6% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic15.6% MSCI Islamic M-Series8.0% FTSE Shariah15.6% |
| ROL ROLLINS INC | COMPLIANT | 3.39% | AAOIFI6.5% Usmani33.2% Dow Jones Islamic4.4% S&P Shariah4.7% MSCI Islamic33.2% MSCI Islamic M-Series4.7% FTSE Shariah21.0% |
| RGEN REPLIGEN CORP | COMPLIANT | 3.26% | AAOIFI7.3% Usmani23.4% Dow Jones Islamic8.8% S&P Shariah8.4% MSCI Islamic23.4% MSCI Islamic M-Series8.4% FTSE Shariah18.7% |
| WST WEST PHARMACEUTICAL SERVICES INC | COMPLIANT | 3.26% | AAOIFI1.3% Usmani7.8% Dow Jones Islamic1.6% S&P Shariah1.4% MSCI Islamic7.7% MSCI Islamic M-Series1.4% FTSE Shariah5.0% |
| CSW CSW INDUSTRIALS INC | COMPLIANT | 3.21% | AAOIFI18.8% Usmani39.7% Dow Jones Islamic18.5% S&P Shariah20.5% MSCI Islamic39.7% MSCI Islamic M-Series20.5% FTSE Shariah36.7% |
| HEI HEICO CORP | COMPLIANT | 2.79% | AAOIFI5.8% Usmani25.6% Dow Jones Islamic31.9% S&P Shariah36.0% MSCI Islamic25.6% MSCI Islamic M-Series36.0% FTSE Shariah25.6% |
| MMSI MERIT MEDICAL SYSTEMS INC | COMPLIANT | 2.79% | AAOIFI15.3% Usmani28.6% Dow Jones Islamic15.9% S&P Shariah16.6% MSCI Islamic28.6% MSCI Islamic M-Series16.6% FTSE Shariah25.7% |
| DSGX DESCARTES SYSTEMS GROUP INC (THE) | COMPLIANT | 2.78% | AAOIFI0.1% Usmani0.4% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.4% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| WSO WATSCO INC | COMPLIANT | 2.57% | AAOIFI7.1% Usmani17.8% Dow Jones Islamic5.3% S&P Shariah5.4% MSCI Islamic17.6% MSCI Islamic M-Series5.4% FTSE Shariah9.6% |
| MSA MSA SAFETY INC | COMPLIANT | 2.45% | AAOIFI8.8% Usmani24.7% Dow Jones Islamic9.9% S&P Shariah9.8% MSCI Islamic24.7% MSCI Islamic M-Series9.8% FTSE Shariah23.1% |
| AAON AAON INC | COMPLIANT | 2.33% | AAOIFI0.3% Usmani0.9% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.9% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| JKHY JACK HENRY & ASSOCIATES INC | COMPLIANT | 2.29% | AAOIFI1.1% Usmani4.1% Dow Jones Islamic1.1% S&P Shariah1.1% MSCI Islamic4.1% MSCI Islamic M-Series1.1% FTSE Shariah2.9% |
| STVN STEVANATO GROUP SPA | COMPLIANT | 2.25% | AAOIFI8.2% Usmani17.9% Dow Jones Islamic8.6% S&P Shariah8.0% MSCI Islamic17.9% MSCI Islamic M-Series8.0% FTSE Shariah17.9% |
| GWRE GUIDEWIRE SOFTWARE INC | COMPLIANT | 2.24% | AAOIFI3.4% Usmani16.8% Dow Jones Islamic2.7% S&P Shariah3.1% MSCI Islamic16.8% MSCI Islamic M-Series3.1% FTSE Shariah15.7% |
| TYL TYLER TECHNOLOGIES INC | COMPLIANT | 2.23% | AAOIFI9.8% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.2% MSCI Islamic25.0% MSCI Islamic M-Series7.2% FTSE Shariah24.2% |
| GGG GRACO INC | COMPLIANT | 2.09% | AAOIFI0.2% Usmani0.8% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.8% MSCI Islamic M-Series0.2% FTSE Shariah0.1% |
| SSD SIMPSON MANUFACTURING CO INC | COMPLIANT | 1.95% | AAOIFI5.7% Usmani13.4% Dow Jones Islamic5.8% S&P Shariah5.8% MSCI Islamic13.4% MSCI Islamic M-Series5.8% FTSE Shariah9.8% |
| JBTM JBT MAREL CORP | COMPLIANT | 1.91% | AAOIFI27.9% Usmani21.0% Dow Jones Islamic27.3% S&P Shariah32.7% MSCI Islamic21.0% MSCI Islamic M-Series32.7% FTSE Shariah21.0% |
| SITE SITEONE LANDSCAPE SUPPLY INC | COMPLIANT | 1.88% | AAOIFI22.8% Usmani32.8% Dow Jones Islamic17.3% S&P Shariah16.3% MSCI Islamic28.9% MSCI Islamic M-Series16.3% FTSE Shariah15.5% |
| ULS UL SOLUTIONS INC | COMPLIANT | 1.72% | AAOIFI3.2% Usmani15.3% Dow Jones Islamic3.4% S&P Shariahpass MSCI Islamic15.3% MSCI Islamic M-Seriespass FTSE Shariah9.7% |
| QTWO Q2 HOLDINGS INC | COMPLIANT | 1.71% | AAOIFI1.1% Usmani4.2% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic4.2% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| EXPO EXPONENT INC | COMPLIANT | 1.70% | AAOIFI2.5% Usmani12.4% Dow Jones Islamic2.1% S&P Shariah2.0% MSCI Islamic12.4% MSCI Islamic M-Series2.0% FTSE Shariah0.0% |
| POOL POOL CORP | COMPLIANT | 1.51% | AAOIFI24.7% Usmani39.8% Dow Jones Islamic15.5% S&P Shariah14.1% MSCI Islamic39.8% MSCI Islamic M-Series14.1% FTSE Shariah31.2% |
| LCII LCI INDUSTRIES | NON_COMPLIANT | 1.49% | AAOIFI46.0% Usmani35.1% Dow Jones Islamic45.1% S&P Shariah44.8% MSCI Islamic35.1% MSCI Islamic M-Series44.8% FTSE Shariah26.1% |
| TECH BIO-TECHNE CORP | COMPLIANT | 1.38% | AAOIFI2.5% Usmani11.2% Dow Jones Islamic3.0% S&P Shariah2.9% MSCI Islamic11.2% MSCI Islamic M-Series2.9% FTSE Shariah7.7% |
| KAI KADANT INC | COMPLIANT | 1.21% | AAOIFI14.5% Usmani27.0% Dow Jones Islamic13.4% S&P Shariah14.1% MSCI Islamic27.0% MSCI Islamic M-Series14.1% FTSE Shariah27.0% |
| PCOR PROCORE TECHNOLOGIES INC | COMPLIANT | 1.17% | AAOIFI0.8% Usmani3.0% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic3.0% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| CACI INTERNATIONAL INC | UNSCREENED | 1.15% | no in-house ratios for this holding |
| KN KNOWLES CORP | COMPLIANT | 1.07% | AAOIFI5.0% Usmani14.4% Dow Jones Islamic7.5% S&P Shariah8.2% MSCI Islamic14.3% MSCI Islamic M-Series8.2% FTSE Shariah12.4% |
| BFAM BRIGHT HORIZONS FAMILY SOLUTIONS LLC | NON_COMPLIANT | 0.96% | AAOIFI57.1% Usmani48.8% Dow Jones Islamic31.5% S&P Shariah31.3% MSCI Islamic48.8% MSCI Islamic M-Series31.3% FTSE Shariah28.5% |
| KRMN KARMAN HOLDINGS INC | COMPLIANT | 0.84% | AAOIFI0.4% Usmani8.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.5% MSCI Islamic M-Seriespass FTSE Shariah0.4% |
| EVI EVI INDUSTRIES INC | COMPLIANT | 0.82% | AAOIFI31.7% Usmani20.7% Dow Jones Islamic24.5% S&P Shariah24.1% MSCI Islamic20.7% MSCI Islamic M-Series24.1% FTSE Shariah16.7% |
| NCNO NCINO INC | COMPLIANT | 0.78% | AAOIFI12.3% Usmani21.5% Dow Jones Islamic9.7% S&P Shariah9.1% MSCI Islamic18.3% MSCI Islamic M-Series9.1% FTSE Shariah17.5% |
| PR PERMIAN RESOURCES CORP | COMPLIANT | 0.73% | AAOIFI16.0% Usmani17.0% Dow Jones Islamic25.3% S&P Shariah28.1% MSCI Islamic16.9% MSCI Islamic M-Series28.1% FTSE Shariah16.2% |
| FPS FORGENT POWER SOLUTIONS INC | COMPLIANT | 0.68% | AAOIFI7.4% Usmani38.2% Dow Jones Islamic— S&P Shariah— MSCI Islamic38.2% MSCI Islamic M-Series— FTSE Shariah31.5% |
| DTM DT MIDSTREAM INC | COMPLIANT | 0.60% | AAOIFI25.5% Usmani33.0% Dow Jones Islamic30.1% S&P Shariah36.3% MSCI Islamic33.0% MSCI Islamic M-Series36.3% FTSE Shariah32.6% |
| KGS KODIAK GAS SERVICES INC | NON_COMPLIANT | 0.57% | AAOIFI43.8% Usmani51.2% Dow Jones Islamic74.1% S&P Shariah90.9% MSCI Islamic50.3% MSCI Islamic M-Series90.9% FTSE Shariah49.5% |
| WK WORKIVA INC | NON_COMPLIANT | 0.46% | AAOIFI0.3% Usmani1.8% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.8% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS | UNSCREENED | 0.23% | no in-house ratios for this holding |
The published standards disagree about this fund by 24 points of portfolio weight — 76.2% of it passes Dow Jones Islamic, 52.2% 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 73.5% ratios fail on 3.8% 22.6% not rated under AAOIFI
ratios pass on 55.6% ratios fail on 21.6% 22.7% not rated under Usmani
ratios pass on 76.2% ratios fail on 2.1% 21.7% not rated under Dow Jones Islamic
ratios pass on 68.8% ratios fail on 2.7% 28.4% not rated under S&P Shariah
ratios pass on 52.2% ratios fail on 22.7% 25.0% not rated under MSCI Islamic
ratios pass on 68.8% ratios fail on 2.7% 28.4% not rated under MSCI Islamic M-Series
ratios pass on 61.3% ratios fail on 13.0% 25.6% not rated under FTSE Shariah
43 of 46 listed holdings carry our own per-methodology verdicts (95% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none.
Methodology breakdown computing — it will appear here on its own.
CCSMX (CCSMX) 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 CCSMX — 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) | 28.10 | BUY |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -187.50 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.17 | SELL |
| ROC (10) | -6.78 | SELL |
| Momentum (10) | -1.53 | SELL |
| EMA (10) | 21.80 | SELL |
| SMA (10) | 21.91 | SELL |
| EMA (20) | 22.09 | SELL |
| SMA (20) | 22.33 | SELL |
| EMA (30) | 22.18 | SELL |
| SMA (30) | 22.44 | SELL |
| EMA (50) | 22.21 | SELL |
| SMA (50) | 22.29 | SELL |
| EMA (100) | 22.25 | SELL |
| SMA (100) | 22.08 | SELL |
| EMA (200) | 22.73 | SELL |
| SMA (200) | 22.61 | 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.
The fund invests at least 80% of its net assets in equity securities of small-to-mid ("smid") capitalization 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 2026-09-01 · Asset managers net 934180 (-19048)
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.
