Conestoga Capital Micro Cap Composite Q1 2026 Portfolio Holdings

Universal Technical Institute's shares moved higher as the company continued to demonstrate strong enrollment trends and execution against its growth strategy, despite near-term pressure on profitability from reinvestment. Despite solid execution, Q2 Holdings stock lagged as investors focused on a deceleration in growth and a more moderate outlook. Graham Corp. continues to benefit from improving demand within its defense end markets, supported by a growing backlog and increased program visibility.