Neumeier Poma Investment Counsel as of Dec. 31, 2024
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 | 270k | 167.43 | |
| Dycom Industries (DY) | 4.2 | $43M | 248k | 174.06 | |
| InterDigital (IDCC) | 4.1 | $42M | 217k | 193.72 | |
| Limbach Hldgs (LMB) | 3.8 | $40M | 462k | 85.54 | |
| Cbiz (CBZ) | 3.6 | $37M | 456k | 81.83 | |
| Adtalem Global Ed (ATGE) | 3.6 | $37M | 406k | 90.85 | |
| UMB Financial Corporation (UMBF) | 3.4 | $35M | 313k | 112.86 | |
| Tower Semiconductor SHS (TSEM) | 3.2 | $33M | 641k | 51.51 | |
| Primo Brand Corp-a (PRMB) | 3.2 | $33M | 1.1M | 30.77 | |
| Lakeland Financial Corporation (LKFN) | 3.2 | $33M | 476k | 68.76 | |
| Skyline Corporation (SKY) | 3.0 | $31M | 357k | 88.10 | |
| Comfort Systems USA (FIX) | 3.0 | $31M | 74k | 424.06 | |
| Federal Signal Corporation (FSS) | 2.9 | $30M | 328k | 92.39 | |
| Huron Consulting (HURN) | 2.9 | $30M | 243k | 124.26 | |
| Celestica (CLS) | 2.7 | $28M | 306k | 92.30 | |
| Tetra Tech (TTEK) | 2.7 | $28M | 704k | 39.84 | |
| Everus Constr Group (ECG) | 2.4 | $25M | 373k | 65.75 | |
| ICF International (ICFI) | 2.3 | $24M | 200k | 119.21 | |
| Tecnoglass Ord Shs (TGLS) | 2.3 | $24M | 299k | 79.32 | |
| McGrath Rent (MGRC) | 2.2 | $23M | 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 | 526k | 37.88 | |
| Steven Madden (SHOO) | 1.9 | $19M | 452k | 42.52 | |
| Acushnet Holdings Corp (GOLF) | 1.7 | $18M | 253k | 71.08 | |
| FormFactor (FORM) | 1.7 | $18M | 405k | 44.00 | |
| Myr (MYRG) | 1.7 | $17M | 115k | 148.77 | |
| WNS Holdings Com Shs (WNS) | 1.7 | $17M | 361k | 47.39 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 1.6 | $17M | 851k | 19.90 | |
| Blue Bird Corp (BLBD) | 1.6 | $17M | 426k | 38.63 | |
| Alamo (ALG) | 1.5 | $16M | 85k | 185.91 | |
| Hannon Armstrong (HASI) | 1.5 | $16M | 577k | 26.83 | |
| Crane Holdings (CXT) | 1.4 | $15M | 253k | 58.22 | |
| Cavco Industries (CVCO) | 1.3 | $14M | 30k | 446.23 | |
| Amalgamated Financial Corp (AMAL) | 1.3 | $13M | 391k | 33.47 | |
| Fabrinet SHS (FN) | 1.2 | $12M | 56k | 219.88 | |
| Nv5 Holding (NVEE) | 1.1 | $12M | 612k | 18.84 | |
| Veeco Instruments (VECO) | 1.1 | $11M | 419k | 26.80 | |
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 1.0 | $9.8M | 182k | 54.05 | |
| Century Communities (CCS) | 0.6 | $5.8M | 79k | 73.36 | |
| Visteon Corporation (VC) | 0.4 | $4.1M | 47k | 88.72 |
