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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Portfolio Holdings for Neumeier Poma Investment Counsel

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
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
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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

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