Neumeier Poma Investment Counsel
Latest statistics and disclosures from Neumeier Poma Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FIX, OSIS, ICFI, FSS, CBZ, and represent 21.95% of Neumeier Poma Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: EXLS (+$26M), CXT (+$21M), CLS (+$19M), ICFI (+$16M), TGLS (+$8.7M), Heritage-Crystal Clean (+$7.7M), MGRC (+$5.7M), DY, MYRG, VECO.
- Started 3 new stock positions in IWM, CLS, Heritage-Crystal Clean.
- Reduced shares in these 10 stocks: ACLS (-$12M), MEI (-$7.9M), MTH (-$7.5M), HASI (-$7.5M), FN (-$6.5M), VC (-$6.3M), FRME (-$5.0M), FSS, IDCC, CVCO.
- Sold out of its positions in FRME, MEI.
- Neumeier Poma Investment Counsel was a net buyer of stock by $44M.
- Neumeier Poma Investment Counsel has $1.0B in assets under management (AUM), dropping by -6.30%.
- Central Index Key (CIK): 0001044936
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Neumeier Poma Investment Counsel holds 43 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Comfort Systems USA (FIX) | 6.4 | $66M | -3% | 385k | 170.41 |
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OSI Systems (OSIS) | 4.3 | $44M | 369k | 118.04 |
|
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ICF International (ICFI) | 4.0 | $41M | +63% | 336k | 120.81 |
|
Federal Signal Corporation (FSS) | 3.7 | $38M | -11% | 630k | 59.73 |
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Cbiz (CBZ) | 3.7 | $37M | +2% | 721k | 51.90 |
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Veeco Instruments (VECO) | 3.6 | $37M | +2% | 1.3M | 28.11 |
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WNS Holdings Spon Adr (WNS) | 3.5 | $36M | +2% | 522k | 68.46 |
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Fabrinet SHS (FN) | 3.5 | $36M | -15% | 214k | 166.62 |
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Alamo (ALG) | 3.4 | $35M | +2% | 200k | 172.86 |
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Tetra Tech (TTEK) | 3.4 | $34M | -2% | 226k | 152.03 |
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Dycom Industries (DY) | 3.2 | $33M | +11% | 369k | 89.00 |
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ExlService Holdings (EXLS) | 3.1 | $32M | +413% | 1.1M | 28.04 |
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AMN Healthcare Services (AMN) | 3.0 | $31M | +2% | 363k | 85.18 |
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Crane Holdings (CXT) | 2.9 | $30M | +234% | 531k | 55.57 |
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InterDigital (IDCC) | 2.9 | $30M | -14% | 367k | 80.24 |
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Inmode SHS (INMD) | 2.8 | $29M | +3% | 957k | 30.46 |
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Visteon Corporation (VC) | 2.7 | $28M | -18% | 199k | 138.07 |
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Steven Madden (SHOO) | 2.6 | $26M | +2% | 829k | 31.77 |
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Atlantica Sustainable Infrastructure SHS (AY) | 2.5 | $25M | 1.3M | 19.10 |
|
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Skyline Corporation (SKY) | 2.4 | $25M | 393k | 63.72 |
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Nv5 Holding (NVEE) | 2.4 | $25M | +2% | 255k | 96.23 |
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Century Communities (CCS) | 2.2 | $22M | -10% | 331k | 66.78 |
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Myr (MYRG) | 2.1 | $21M | +8% | 157k | 134.76 |
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McGrath Rent (MGRC) | 1.9 | $20M | +40% | 197k | 100.24 |
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Harmony Biosciences Hldgs In (HRMY) | 1.9 | $20M | -6% | 596k | 32.77 |
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Celestica (CLS) | 1.9 | $19M | NEW | 787k | 24.52 |
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Columbus McKinnon (CMCO) | 1.7 | $18M | +2% | 511k | 34.91 |
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Meritage Homes Corporation (MTH) | 1.7 | $18M | -30% | 143k | 122.39 |
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Fox Factory Hldg (FOXF) | 1.5 | $16M | +3% | 157k | 99.08 |
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Cavco Industries (CVCO) | 1.5 | $15M | -21% | 57k | 265.66 |
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Lakeland Financial Corporation (LKFN) | 1.4 | $14M | +3% | 302k | 47.46 |
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Nextera Energy Partners (NEP) | 1.4 | $14M | 482k | 29.70 |
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Tecnoglass Oro Shs (TGLS) | 1.4 | $14M | +169% | 420k | 32.96 |
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FormFactor (FORM) | 1.3 | $14M | +3% | 395k | 34.94 |
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Yeti Hldgs (YETI) | 1.3 | $14M | +3% | 283k | 48.22 |
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Oxford Industries (OXM) | 1.3 | $13M | +2% | 134k | 96.13 |
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Korn/Ferry International (KFY) | 1.2 | $12M | +3% | 250k | 47.44 |
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Axcelis Technologies (ACLS) | 1.1 | $12M | -49% | 72k | 163.05 |
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Hannon Armstrong (HASI) | 1.1 | $11M | -40% | 527k | 21.20 |
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Pacira Pharmaceuticals (PCRX) | 0.8 | $8.1M | +6% | 266k | 30.68 |
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Heritage-Crystal Clean | 0.8 | $7.7M | NEW | 171k | 45.35 |
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Clearfield (CLFD) | 0.7 | $7.3M | -35% | 254k | 28.66 |
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iShares Russell 2000 ETF Etf (IWM) | 0.1 | $785k | NEW | 4.4k | 176.74 |
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Past Filings by Neumeier Poma Investment Counsel
SEC 13F filings are viewable for Neumeier Poma Investment Counsel going back to 2010
- Neumeier Poma Investment Counsel 2023 Q3 filed Nov. 9, 2023
- Neumeier Poma Investment Counsel 2023 Q2 filed Aug. 10, 2023
- Neumeier Poma Investment Counsel 2023 Q1 filed May 10, 2023
- Neumeier Poma Investment Counsel 2022 Q4 filed Feb. 10, 2023
- Neumeier Poma Investment Counsel 2022 Q3 filed Nov. 9, 2022
- Neumeier Poma Investment Counsel 2022 Q2 filed Aug. 10, 2022
- Neumeier Poma Investment Counsel 2022 Q1 filed May 11, 2022
- Neumeier Poma Investment Counsel 2021 Q4 filed Feb. 11, 2022
- Neumeier Poma Investment Counsel 2021 Q3 filed Nov. 10, 2021
- Neumeier Poma Investment Counsel 2021 Q2 filed Aug. 12, 2021
- Neumeier Poma Investment Counsel 2021 Q1 filed May 12, 2021
- Neumeier Poma Investment Counsel 2020 Q4 filed Feb. 10, 2021
- Neumeier Poma Investment Counsel 2020 Q3 filed Nov. 10, 2020
- Neumeier Poma Investment Counsel 2020 Q2 filed Aug. 12, 2020
- Neumeier Poma Investment Counsel 2020 Q1 filed May 13, 2020
- Neumeier Poma Investment Counsel 2019 Q4 filed Feb. 12, 2020