Neumeier Poma Investment Counsel as of June 30, 2024
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 42 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Veeco Instruments (VECO) | 5.2 | $57M | 1.2M | 46.71 | |
Dycom Industries (DY) | 4.8 | $52M | 311k | 168.76 | |
Cbiz (CBZ) | 4.5 | $49M | 662k | 74.10 | |
OSI Systems (OSIS) | 4.3 | $47M | 339k | 137.52 | |
ICF International (ICFI) | 3.8 | $42M | 280k | 148.46 | |
Federal Signal Corporation (FSS) | 3.8 | $41M | 494k | 83.67 | |
Tetra Tech (TTEK) | 3.8 | $41M | 201k | 204.48 | |
ExlService Holdings (EXLS) | 3.3 | $36M | 1.2M | 31.36 | |
InterDigital (IDCC) | 3.3 | $36M | 310k | 116.56 | |
Lakeland Financial Corporation (LKFN) | 3.0 | $33M | 539k | 61.52 | |
Century Communities (CCS) | 2.9 | $32M | 390k | 81.66 | |
Comfort Systems USA (FIX) | 2.8 | $31M | 101k | 304.12 | |
Crane Holdings (CXT) | 2.7 | $30M | 482k | 61.42 | |
Myr (MYRG) | 2.6 | $29M | 212k | 135.71 | |
Limbach Hldgs (LMB) | 2.5 | $27M | 478k | 56.93 | |
Skyline Corporation (SKY) | 2.4 | $27M | 395k | 67.75 | |
Celestica (CLS) | 2.4 | $27M | 466k | 57.33 | |
Primo Water (PRMW) | 2.4 | $26M | 1.2M | 21.86 | |
Huron Consulting (HURN) | 2.4 | $26M | 262k | 98.50 | |
Alamo (ALG) | 2.4 | $26M | 149k | 173.00 | |
Axcelis Technologies (ACLS) | 2.2 | $25M | 172k | 142.19 | |
Korn/Ferry International (KFY) | 2.2 | $24M | 357k | 67.14 | |
FormFactor (FORM) | 2.2 | $24M | 394k | 60.53 | |
Steven Madden (SHOO) | 2.1 | $23M | 546k | 42.30 | |
Visteon Corporation (VC) | 2.0 | $22M | 205k | 106.70 | |
Donnelley Finl Solutions (DFIN) | 2.0 | $22M | 362k | 59.62 | |
Fabrinet SHS (FN) | 1.9 | $21M | 85k | 244.79 | |
Tecnoglass Ord Shs (TGLS) | 1.9 | $20M | 406k | 50.18 | |
Nv5 Holding (NVEE) | 1.8 | $20M | 217k | 92.97 | |
Modine Manufacturing (MOD) | 1.8 | $20M | 196k | 100.19 | |
Acushnet Holdings Corp (GOLF) | 1.6 | $18M | 279k | 63.48 | |
Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 1.6 | $17M | 213k | 80.99 | |
Hannon Armstrong (HASI) | 1.6 | $17M | 578k | 29.60 | |
WNS Holdings Com Shs (WNS) | 1.4 | $16M | 296k | 52.50 | |
Atlantica Sustainable Infrastructure SHS | 1.4 | $16M | 704k | 21.95 | |
Columbus McKinnon (CMCO) | 1.4 | $15M | 436k | 34.54 | |
UMB Financial Corporation (UMBF) | 1.3 | $14M | 165k | 83.42 | |
Encore Wire Corporation (WIRE) | 1.0 | $11M | 38k | 289.83 | |
Meritage Homes Corporation (MTH) | 1.0 | $11M | 68k | 161.85 | |
McGrath Rent (MGRC) | 0.9 | $9.9M | 93k | 106.55 | |
Adtalem Global Ed (ATGE) | 0.8 | $8.9M | 131k | 68.21 | |
Cavco Industries (CVCO) | 0.6 | $6.1M | 18k | 346.17 |