CONESTOGA FUNDS - CCASX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | History | Reduced | 9,497 | 621 | 0.2% | 0.28% | 1 | -2,165 | -18.56% | Q4 2025 | Feb 02, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 49 | 3 | 0.0% | — | 2 | +49 | New | Q4 2025 | Feb 18, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,272 | -100.0% | Q3 2025 | Oct 23, 2025 |