Neumeier Poma Investment Counsel as of Sept. 30, 2024
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 43 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 5.3 | $56M | 282k | 197.10 | |
| OSI Systems (OSIS) | 4.5 | $47M | 308k | 151.83 | |
| Limbach Hldgs (LMB) | 3.8 | $40M | 532k | 75.76 | |
| ExlService Holdings (EXLS) | 3.8 | $40M | 1.1M | 38.15 | |
| InterDigital (IDCC) | 3.8 | $40M | 281k | 141.63 | |
| Century Communities (CCS) | 3.5 | $37M | 355k | 102.98 | |
| Tetra Tech (TTEK) | 3.4 | $35M | 747k | 47.16 | |
| ICF International (ICFI) | 3.4 | $35M | 211k | 166.79 | |
| Skyline Corporation (SKY) | 3.3 | $34M | 363k | 94.85 | |
| UMB Financial Corporation (UMBF) | 3.2 | $34M | 320k | 105.11 | |
| Federal Signal Corporation (FSS) | 3.2 | $33M | 358k | 93.46 | |
| Lakeland Financial Corporation (LKFN) | 3.0 | $32M | 489k | 65.12 | |
| Cbiz (CBZ) | 2.9 | $30M | 445k | 67.29 | |
| Tecnoglass Ord Shs (TGLS) | 2.8 | $29M | 427k | 68.66 | |
| Meritage Homes Corporation (MTH) | 2.8 | $29M | 143k | 205.07 | |
| Primo Water (PRMW) | 2.6 | $28M | 1.1M | 25.25 | |
| Fabrinet SHS (FN) | 2.5 | $26M | 111k | 236.44 | |
| Huron Consulting (HURN) | 2.5 | $26M | 240k | 108.70 | |
| Korn/Ferry International (KFY) | 2.3 | $25M | 327k | 75.24 | |
| Veeco Instruments (VECO) | 2.3 | $24M | 731k | 33.13 | |
| Steven Madden (SHOO) | 2.3 | $24M | 490k | 48.99 | |
| Modine Manufacturing (MOD) | 2.3 | $24M | 178k | 132.79 | |
| Crane Holdings (CXT) | 2.2 | $24M | 420k | 56.10 | |
| Blue Bird Corp (BLBD) | 2.2 | $23M | 485k | 47.96 | |
| Donnelley Finl Solutions (DFIN) | 2.1 | $22M | 329k | 65.83 | |
| Comfort Systems USA (FIX) | 2.0 | $21M | 54k | 390.35 | |
| Hannon Armstrong (HASI) | 2.0 | $21M | 594k | 34.47 | |
| WNS Holdings Com Shs (WNS) | 1.9 | $20M | 376k | 52.71 | |
| Adtalem Global Ed (ATGE) | 1.8 | $19M | 255k | 75.48 | |
| FormFactor (FORM) | 1.8 | $19M | 414k | 46.00 | |
| Nv5 Holding (NVEE) | 1.7 | $18M | 195k | 93.48 | |
| Alamo (ALG) | 1.6 | $17M | 96k | 180.13 | |
| Acushnet Holdings Corp (GOLF) | 1.5 | $16M | 253k | 63.75 | |
| Atlantica Sustainable Infrastructure SHS | 1.3 | $14M | 614k | 21.98 | |
| Cavco Industries (CVCO) | 1.2 | $13M | 30k | 428.24 | |
| Myr (MYRG) | 1.2 | $12M | 120k | 102.23 | |
| Celestica (CLS) | 1.1 | $12M | 231k | 51.12 | |
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 1.1 | $12M | 193k | 60.74 | |
| Axcelis Technologies (ACLS) | 1.0 | $11M | 105k | 104.85 | |
| McGrath Rent (MGRC) | 0.9 | $9.5M | 90k | 105.28 | |
| Columbus McKinnon (CMCO) | 0.7 | $7.3M | 203k | 36.00 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.6 | $6.4M | 389k | 16.51 | |
| Visteon Corporation (VC) | 0.6 | $6.3M | 66k | 95.24 |
