Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CRCrane Company | $32.5M | 8.5% | +27.8% |
| FSSFederal Signal Corp | $31.3M | 8.2% | +36.0% |
| TDYTeledyne Technologies Inc | $28.4M | 7.4% | New |
| IEXIdex Corp | $27.5M | 7.2% | +57.0% |
| NPOEnpro Inc | $25.2M | 6.6% | −14.7% |
| TKRTimken Co | $24.8M | 6.5% | +7.1% |
| Sensata Technologies Hldg PlCUSIP G8060N102 | $23.2M | 6.1% | −17.0% |
| MDAMda Space Ltd | $17.6M | 4.6% | +80.9% |
| GFFGriffon Corp | $16.4M | 4.3% | −32.7% |
| VNTVontier Corporation | $15.5M | 4.1% | New |
| ESEEsco Technologies Inc | $14.9M | 3.9% | −49.2% |
| ATROAstronics Corp | $13.7M | 3.6% | −3.7% |
| TPCTutor Perini Corp | $12.1M | 3.2% | −11.4% |
| Cellebrite Di LtdCUSIP M2197Q107 | $11.8M | 3.1% | +5.9% |
| IPGPIpg Photonics Corp | $11.1M | 2.9% | New |
| BCPCBalchem Corp | $10.2M | 2.7% | −30.9% |
| HLMNHillman Solutions Corp | $9.4M | 2.4% | +24.4% |
| MECMayville Engr Co Inc | $8.8M | 2.3% | |
| MEIMethode Electrs Inc | $8.4M | 2.2% | New |
| MITKMitek Sys Inc | $7.3M | 1.9% | −6.2% |
| MPTIM-tron Inds Inc | $6.6M | 1.7% | +57.8% |
| Gates Indl Corp PLCCUSIP G39108108 | $5.0M | 1.3% | New |
| BDCBelden Inc | $4.9M | 1.3% | New |
| NWPXNwpx Infrastructure Inc | $4.6M | 1.2% | −45.2% |
| FEIMFrequency Electrs Inc | $4.4M | 1.1% | +267.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NWPXNwpx Infrastructure Inc | December 31, 2025 | +139.9% | $4.6M |
| MECMayville Engr Co Inc | December 31, 2025 | +100.1% | $8.8M |
| MITKMitek Sys Inc | December 31, 2025 | +90.8% | $7.3M |
| NPOEnpro Inc | December 31, 2025 | +76.0% | $25.2M |
| MDAMda Space Ltd | March 31, 2026 | +63.0% | $17.6M |
| FEIMFrequency Electrs Inc | March 31, 2026 | +49.9% | $4.4M |
| ATROAstronics Corp | December 31, 2025 | +49.8% | $13.7M |
| MPTIM-tron Inds Inc | March 31, 2026 | +48.3% | $6.6M |
| TKRTimken Co | March 31, 2026 | +44.5% | $24.8M |
| Sensata Technologies Hldg PlCUSIP G8060N102 | March 31, 2026 | +35.5% | $23.2M |
Sold off last quarter
- GBXGreenbrier Cos Inc was $15.2M
- ECVTEcovyst Inc was $10.5M
- SPXCSpx Technologies Inc was $8.1M
- ASTEAstec Inds Inc was $6.7M
- ROCKGibraltar Inds Inc was $4.2M
- VMIValmont Inds Inc was $3.9M
- MTRXMatrix Svc Co was $3.5M
- M-tron Inds IncCUSIP 55380K133 was $42K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +25.0% | +14.8% |
| March 31, 2026 | +6.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Congruence Capital, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2085569&type=13F-HR&dateb=&owner=include&count=40CIK 2085569
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2085569/000117266126003366/Filed August 13, 2026 · accession 0001172661-26-003366