Neumeier Poma Investment Counsel

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