Neumeier Poma Investment Counsel
Latest statistics and disclosures from Neumeier Poma Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FIX, CBZ, OSIS, DY, ICFI, and represent 23.07% of Neumeier Poma Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: MOD (+$30M), WNS HLDGS (+$29M), LMB (+$20M), HURN (+$17M), PRMW (+$17M), LKFN (+$17M), DFIN (+$16M), MYRG (+$13M), UMBF (+$9.7M), CCS (+$6.6M).
- Started 7 new stock positions in HURN, PRMW, UMBF, DFIN, LMB, MOD, WNS HLDGS.
- Reduced shares in these 10 stocks: FIX (-$66M), , AMN (-$31M), INMD (-$29M), HRMY (-$20M), FN (-$19M), FOXF (-$16M), CVCO (-$15M), NEP (-$14M), YETI (-$14M).
- Sold out of its positions in AMN, CLFD, FOXF, HRMY, Heritage-Crystal Clean, NEP, WNS, YETI, INMD.
- Neumeier Poma Investment Counsel was a net seller of stock by $-209M.
- Neumeier Poma Investment Counsel has $1.1B in assets under management (AUM), dropping by 6.47%.
- Central Index Key (CIK): 0001044936
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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 | -53% | 179k | 317.71 |
|
| Cbiz (CBZ) | 4.9 | $54M | -4% | 687k | 78.50 |
|
| OSI Systems (OSIS) | 4.6 | $50M | -5% | 349k | 142.82 |
|
| Dycom Industries (DY) | 4.2 | $46M | -13% | 318k | 143.53 |
|
| ICF International (ICFI) | 4.2 | $45M | -10% | 301k | 150.63 |
|
| Veeco Instruments (VECO) | 4.0 | $44M | -7% | 1.2M | 35.17 |
|
| Federal Signal Corporation (FSS) | 4.0 | $43M | -19% | 510k | 84.87 |
|
| Alamo (ALG) | 3.7 | $41M | -10% | 179k | 228.33 |
|
| Myr (MYRG) | 3.7 | $40M | +45% | 229k | 176.75 |
|
| ExlService Holdings (EXLS) | 3.7 | $40M | +10% | 1.3M | 31.80 |
|
| Century Communities (CCS) | 3.5 | $39M | +20% | 399k | 96.50 |
|
| Tetra Tech (TTEK) | 3.5 | $38M | -8% | 207k | 184.71 |
|
| Lakeland Financial Corporation (LKFN) | 3.4 | $37M | +82% | 552k | 66.32 |
|
| Skyline Corporation (SKY) | 3.2 | $34M | +3% | 405k | 85.01 |
|
| InterDigital (IDCC) | 3.1 | $34M | -12% | 321k | 106.46 |
|
| Crane Holdings (CXT) | 2.8 | $31M | -7% | 494k | 61.90 |
|
| Modine Manufacturing (MOD) | 2.8 | $30M | NEW | 315k | 95.19 |
|
| Celestica (CLS) | 2.7 | $30M | -16% | 660k | 44.94 |
|
| WNS Holdings Com Shs | 2.7 | $29M | NEW | 573k | 50.53 |
|
| Visteon Corporation (VC) | 2.3 | $25M | +6% | 211k | 117.61 |
|
| Steven Madden (SHOO) | 2.2 | $24M | -32% | 562k | 42.28 |
|
| Korn/Ferry International (KFY) | 2.1 | $23M | +38% | 347k | 65.76 |
|
| Nv5 Holding (NVEE) | 2.0 | $22M | -12% | 222k | 98.01 |
|
| Fabrinet SHS (FN) | 2.0 | $22M | -46% | 114k | 189.02 |
|
| Limbach Hldgs (LMB) | 1.9 | $20M | NEW | 488k | 41.42 |
|
| Columbus McKinnon (CMCO) | 1.8 | $20M | -12% | 446k | 44.63 |
|
| Huron Consulting (HURN) | 1.6 | $17M | NEW | 178k | 96.62 |
|
| Primo Water (PRMW) | 1.6 | $17M | NEW | 932k | 18.21 |
|
| Hannon Armstrong (HASI) | 1.5 | $16M | +9% | 577k | 28.40 |
|
| FormFactor (FORM) | 1.5 | $16M | -11% | 350k | 45.63 |
|
| Donnelley Finl Solutions (DFIN) | 1.4 | $16M | NEW | 251k | 62.01 |
|
| Atlantica Sustainable Infrastructure SHS (AY) | 1.4 | $15M | -37% | 832k | 18.48 |
|
| Axcelis Technologies (ACLS) | 1.1 | $13M | +55% | 112k | 111.52 |
|
| McGrath Rent (MGRC) | 1.1 | $12M | -48% | 101k | 123.37 |
|
| Meritage Homes Corporation (MTH) | 1.1 | $12M | -50% | 71k | 175.46 |
|
| Tecnoglass Ord Shs (TGLS) | 0.9 | $9.9M | -54% | 191k | 52.03 |
|
| UMB Financial Corporation (UMBF) | 0.9 | $9.7M | NEW | 112k | 86.99 |
|
| Cavco Industries (CVCO) | 0.7 | $7.2M | -68% | 18k | 399.06 |
|
| Oxford Industries (OXM) | 0.6 | $6.3M | -57% | 57k | 112.40 |
|
| Pacira Pharmaceuticals (PCRX) | 0.4 | $4.4M | -42% | 152k | 29.22 |
|
| iShares Russell 2000 ETF Etf (IWM) | 0.2 | $2.4M | +153% | 11k | 210.30 |
|
Past Filings by Neumeier Poma Investment Counsel
SEC 13F filings are viewable for Neumeier Poma Investment Counsel going back to 2010
- Neumeier Poma Investment Counsel 2024 Q1 filed May 13, 2024
- Neumeier Poma Investment Counsel 2023 Q3 filed Nov. 9, 2023
- Neumeier Poma Investment Counsel 2023 Q2 filed Aug. 10, 2023
- Neumeier Poma Investment Counsel 2023 Q1 filed May 10, 2023
- Neumeier Poma Investment Counsel 2022 Q4 filed Feb. 10, 2023
- Neumeier Poma Investment Counsel 2022 Q3 filed Nov. 9, 2022
- Neumeier Poma Investment Counsel 2022 Q2 filed Aug. 10, 2022
- Neumeier Poma Investment Counsel 2022 Q1 filed May 11, 2022
- Neumeier Poma Investment Counsel 2021 Q4 filed Feb. 11, 2022
- Neumeier Poma Investment Counsel 2021 Q3 filed Nov. 10, 2021
- Neumeier Poma Investment Counsel 2021 Q2 filed Aug. 12, 2021
- Neumeier Poma Investment Counsel 2021 Q1 filed May 12, 2021
- Neumeier Poma Investment Counsel 2020 Q4 filed Feb. 10, 2021
- Neumeier Poma Investment Counsel 2020 Q3 filed Nov. 10, 2020
- Neumeier Poma Investment Counsel 2020 Q2 filed Aug. 12, 2020
- Neumeier Poma Investment Counsel 2020 Q1 filed May 13, 2020