Neumeier Poma Investment Counsel
Latest statistics and disclosures from Neumeier Poma Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EXLS, OSIS, DY, IDCC, LMB, and represent 20.95% of Neumeier Poma Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: TSEM (+$33M), PRMB (+$33M), Everus Constr Group (+$25M), AUB (+$20M), ATGE (+$14M), AMAL (+$13M), MGRC (+$13M), OSW (+$9.2M), FIX (+$8.4M), NVEE (+$7.9M).
- Started 5 new stock positions in AMAL, PRMB, AUB, Everus Constr Group, TSEM.
- Reduced shares in these 10 stocks: , PRMW (-$28M), CCS (-$20M), Atlantica Yield (-$14M), IDCC (-$12M), FN (-$12M), ACLS (-$11M), TGLS (-$10M), CXT (-$9.7M), VECO (-$8.4M).
- Sold out of its positions in ACLS, CMCO, MTH, PRMW, Atlantica Yield.
- Neumeier Poma Investment Counsel was a net seller of stock by $-15M.
- Neumeier Poma Investment Counsel has $1.0B in assets under management (AUM), dropping by -1.72%.
- Central Index Key (CIK): 0001044936
Tip: Access up to 7 years of quarterly data
Positions held by Neumeier Poma Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 43 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| ExlService Holdings (EXLS) | 4.5 | $46M | 1.0M | 44.38 |
|
|
| OSI Systems (OSIS) | 4.4 | $45M | -12% | 270k | 167.43 |
|
| Dycom Industries (DY) | 4.2 | $43M | -11% | 248k | 174.06 |
|
| InterDigital (IDCC) | 4.1 | $42M | -22% | 217k | 193.72 |
|
| Limbach Hldgs (LMB) | 3.8 | $40M | -13% | 462k | 85.54 |
|
| Cbiz (CBZ) | 3.6 | $37M | +2% | 456k | 81.83 |
|
| Adtalem Global Ed (ATGE) | 3.6 | $37M | +59% | 406k | 90.85 |
|
| UMB Financial Corporation (UMBF) | 3.4 | $35M | -2% | 313k | 112.86 |
|
| Tower Semiconductor SHS (TSEM) | 3.2 | $33M | NEW | 641k | 51.51 |
|
| Primo Brand Corp-a (PRMB) | 3.2 | $33M | NEW | 1.1M | 30.77 |
|
| Lakeland Financial Corporation (LKFN) | 3.2 | $33M | -2% | 476k | 68.76 |
|
| Skyline Corporation (SKY) | 3.0 | $31M | 357k | 88.10 |
|
|
| Comfort Systems USA (FIX) | 3.0 | $31M | +36% | 74k | 424.06 |
|
| Federal Signal Corporation (FSS) | 2.9 | $30M | -8% | 328k | 92.39 |
|
| Huron Consulting (HURN) | 2.9 | $30M | 243k | 124.26 |
|
|
| Celestica (CLS) | 2.7 | $28M | +32% | 306k | 92.30 |
|
| Tetra Tech (TTEK) | 2.7 | $28M | -5% | 704k | 39.84 |
|
| Everus Constr Group | 2.4 | $25M | NEW | 373k | 65.75 |
|
| ICF International (ICFI) | 2.3 | $24M | -5% | 200k | 119.21 |
|
| Tecnoglass Ord Shs (TGLS) | 2.3 | $24M | -30% | 299k | 79.32 |
|
| McGrath Rent (MGRC) | 2.2 | $23M | +127% | 205k | 111.82 |
|
| Korn/Ferry International (KFY) | 2.1 | $22M | 327k | 67.45 |
|
|
| Modine Manufacturing (MOD) | 2.0 | $21M | 179k | 115.93 |
|
|
| Donnelley Finl Solutions (DFIN) | 2.0 | $20M | 323k | 62.73 |
|
|
| Atlantic Union B (AUB) | 1.9 | $20M | NEW | 526k | 37.88 |
|
| Steven Madden (SHOO) | 1.9 | $19M | -7% | 452k | 42.52 |
|
| Acushnet Holdings Corp (GOLF) | 1.7 | $18M | 253k | 71.08 |
|
|
| FormFactor (FORM) | 1.7 | $18M | -2% | 405k | 44.00 |
|
| Myr (MYRG) | 1.7 | $17M | -4% | 115k | 148.77 |
|
| WNS Holdings Com Shs (WNS) | 1.7 | $17M | -4% | 361k | 47.39 |
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 1.6 | $17M | +118% | 851k | 19.90 |
|
| Blue Bird Corp (BLBD) | 1.6 | $17M | -12% | 426k | 38.63 |
|
| Alamo (ALG) | 1.5 | $16M | -11% | 85k | 185.91 |
|
| Hannon Armstrong (HASI) | 1.5 | $16M | -2% | 577k | 26.83 |
|
| Crane Holdings (CXT) | 1.4 | $15M | -39% | 253k | 58.22 |
|
| Cavco Industries (CVCO) | 1.3 | $14M | +2% | 30k | 446.23 |
|
| Amalgamated Financial Corp (AMAL) | 1.3 | $13M | NEW | 391k | 33.47 |
|
| Fabrinet SHS (FN) | 1.2 | $12M | -49% | 56k | 219.88 |
|
| Nv5 Holding (NVEE) | 1.1 | $12M | +213% | 612k | 18.84 |
|
| Veeco Instruments (VECO) | 1.1 | $11M | -42% | 419k | 26.80 |
|
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 1.0 | $9.8M | -6% | 182k | 54.05 |
|
| Century Communities (CCS) | 0.6 | $5.8M | -77% | 79k | 73.36 |
|
| Visteon Corporation (VC) | 0.4 | $4.1M | -29% | 47k | 88.72 |
|
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 2024 Q4 filed Feb. 12, 2025
- Neumeier Poma Investment Counsel 2024 Q3 filed Nov. 13, 2024
- Neumeier Poma Investment Counsel 2024 Q2 filed Aug. 13, 2024
- Neumeier Poma Investment Counsel 2024 Q1 filed May 13, 2024
- 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