Neumeier Poma Investment Counsel as of March 31, 2024
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 41 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comfort Systems USA (FIX) | 5.2 | $57M | 179k | 317.71 | |
| Cbiz (CBZ) | 4.9 | $54M | 687k | 78.50 | |
| OSI Systems (OSIS) | 4.6 | $50M | 349k | 142.82 | |
| Dycom Industries (DY) | 4.2 | $46M | 318k | 143.53 | |
| ICF International (ICFI) | 4.2 | $45M | 301k | 150.63 | |
| Veeco Instruments (VECO) | 4.0 | $44M | 1.2M | 35.17 | |
| Federal Signal Corporation (FSS) | 4.0 | $43M | 510k | 84.87 | |
| Alamo (ALG) | 3.7 | $41M | 179k | 228.33 | |
| Myr (MYRG) | 3.7 | $40M | 229k | 176.75 | |
| ExlService Holdings (EXLS) | 3.7 | $40M | 1.3M | 31.80 | |
| Century Communities (CCS) | 3.5 | $39M | 399k | 96.50 | |
| Tetra Tech (TTEK) | 3.5 | $38M | 207k | 184.71 | |
| Lakeland Financial Corporation (LKFN) | 3.4 | $37M | 552k | 66.32 | |
| Skyline Corporation (SKY) | 3.2 | $34M | 405k | 85.01 | |
| InterDigital (IDCC) | 3.1 | $34M | 321k | 106.46 | |
| Crane Holdings (CXT) | 2.8 | $31M | 494k | 61.90 | |
| Modine Manufacturing (MOD) | 2.8 | $30M | 315k | 95.19 | |
| Celestica | 2.7 | $30M | 660k | 44.94 | |
| WNS Holdings Com Shs (WNS) | 2.7 | $29M | 573k | 50.53 | |
| Visteon Corporation (VC) | 2.3 | $25M | 211k | 117.61 | |
| Steven Madden (SHOO) | 2.2 | $24M | 562k | 42.28 | |
| Korn/Ferry International (KFY) | 2.1 | $23M | 347k | 65.76 | |
| Nv5 Holding (NVEE) | 2.0 | $22M | 222k | 98.01 | |
| Fabrinet SHS (FN) | 2.0 | $22M | 114k | 189.02 | |
| Limbach Hldgs (LMB) | 1.9 | $20M | 488k | 41.42 | |
| Columbus McKinnon (CMCO) | 1.8 | $20M | 446k | 44.63 | |
| Huron Consulting (HURN) | 1.6 | $17M | 178k | 96.62 | |
| Primo Water (PRMW) | 1.6 | $17M | 932k | 18.21 | |
| Hannon Armstrong (HASI) | 1.5 | $16M | 577k | 28.40 | |
| FormFactor (FORM) | 1.5 | $16M | 350k | 45.63 | |
| Donnelley Finl Solutions (DFIN) | 1.4 | $16M | 251k | 62.01 | |
| Atlantica Sustainable Infrastructure SHS | 1.4 | $15M | 832k | 18.48 | |
| Axcelis Technologies (ACLS) | 1.1 | $13M | 112k | 111.52 | |
| McGrath Rent (MGRC) | 1.1 | $12M | 101k | 123.37 | |
| Meritage Homes Corporation (MTH) | 1.1 | $12M | 71k | 175.46 | |
| Tecnoglass Ord Shs (TGLS) | 0.9 | $9.9M | 191k | 52.03 | |
| UMB Financial Corporation (UMBF) | 0.9 | $9.7M | 112k | 86.99 | |
| Cavco Industries (CVCO) | 0.7 | $7.2M | 18k | 399.06 | |
| Oxford Industries (OXM) | 0.6 | $6.3M | 57k | 112.40 | |
| Pacira Pharmaceuticals (PCRX) | 0.4 | $4.4M | 152k | 29.22 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.2 | $2.4M | 11k | 210.30 |
