13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001044936
Total reported value
$1.5B
$1.5B
41 檔
17.2%
The Q1 2024 SEC filing reveals that Neumeier Poma Investment Counsel LLC held a total portfolio value of $1.5B, covering 41 public equity positions.
During Q1 2024, Neumeier Poma Investment Counsel LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FIX | Comfort Systems USA Inc | Stock-Industrials | 5.21% | +0.13% | -42.96% | |
| 2 | CBZ | Cbiz Inc | Stock-Other | 4.95% | — | -10.28% | |
| 3 | OSIS | Osi Systems Inc | Stock-Tech | 4.57% | -0.86% | -8.51% | |
| 4 | DY | Dycom Industries Inc | Stock-Industrials | 4.19% | +0.44% | -3.85% | |
| 5 | ICFI | Icf International Inc | Stock-Other | 4.15% | -0.54% | -9.47% | |
| 6 | VECO | Veeco Instruments Inc | Stock-Other | 3.99% | — | -6.58% | |
| 7 | FSS | Federal Signal CORP | Stock-Industrials | 3.97% | +0.92% | -9.86% | |
| 8 | ALG | Alamo Group Inc | Stock-Other | 3.75% | -0.76% | -10.06% | |
| 9 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 3.71% | -0.36% | -9.02% | |
| 10 | EXLS | Exlservice Holdings Inc | Stock-Tech | 3.67% | -0.20% | +13.35% | |
| 11 | CCS | Century Communities Inc | Stock-Other | 3.53% | — | -8.67% | |
| 12 | TTEK | Tetra Tech Inc | Stock-Industrials | 3.51% | -0.24% | -8.37% | |
| 13 | LKFN | Lakeland Financial CORP | Stock-Other | 3.36% | -0.16% | +0.83% | |
| 14 | SKY | Champion Homes Inc | Stock-Consumer Disc | 3.16% | +0.60% | -9.64% | |
| 15 | IDCC | Interdigital Inc | Stock-Tech | 3.13% | +1.20% | -4.80% | |
| 16 | CXT | Crane Nxt Co | Stock-Industrials | 2.80% | +0.11% | -8.03% | |
| 17 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 2.75% | +0.13% | -31.79% | |
| 18 | CLSEUR | Celestica Inc | Stock-Other | 2.72% | — | -40.19% | |
| 19 | ✓ | Wns Holdings LTD | Stock-Other | 2.66% | — | — | |
| 20 | VC | Visteon CORP | Stock-Other | 2.28% | — | -6.61% | |
| 21 | SHOO | Steven Madden LTD | Stock-Other | 2.18% | +0.30% | -36.70% | |
| 22 | KFY | Korn Ferry | Stock-Industrials | 2.09% | -0.22% | +59.28% | |
| 23 | NVEEUSD | Nv5 Global Inc | Stock-Other | 2.00% | — | -10.52% | |
| 24 | FN | Fabrinet | Stock-Tech | 1.98% | -1.55% | -30.87% | |
| 25 | LMB | Limbach Holdings Inc | Stock-Other | 1.85% | -0.31% | — | |
| 26 | CMCO | Columbus Mckinnon Corp/ny | Stock-Other | 1.82% | — | -11.86% | |
| 27 | HURN | Huron Consulting Group Inc | Stock-Other | 1.57% | -0.88% | EXIT | |
| 28 | BCBUSD | Primo Water CORP | Stock-Other | 1.56% | — | +136.17% | |
| 29 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 1.50% | -0.47% | -42.73% | |
| 30 | FORM | Formfactor Inc | Stock-Tech | 1.46% | — | -8.94% | |
| 31 | DFIN | Donnelley Financial Solution | Stock-Other | 1.43% | — | — | |
| 32 | ✓ | Atlantica Sustainable Infr P | Stock-Other | 1.41% | — | -35.82% | |
| 33 | ACLS | Axcelis Technologies Inc | Stock-Tech | 1.14% | — | +139.17% | |
| 34 | MGRC | Mcgrath Rentcorp | Stock-Other | 1.14% | -0.15% | -60.52% | |
| 35 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 1.14% | — | -65.05% | |
| 36 | TGLS | Tecnoglass Inc. | Stock-Other | 0.91% | — | -9.00% | |
| 37 | UMBF | Umb Financial CORP | Stock-Financials | 0.89% | +0.26% | — | |
| 38 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 0.66% | +0.77% | -16.03% | |
| 39 | OXM | Oxford Industries Inc | Stock-Other | 0.58% | — | -8.01% | |
| 40 | PCRX | Pacira Biosciences Inc | Stock-Other | 0.41% | — | -9.19% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.22% | +0.10% | NEW |
According to official SEC Form 13F filings, Neumeier Poma Investment Counsel LLC reported a total U.S. public equity portfolio value of $1.5B across 41 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FIX, CBZ, OSIS) accounted for 17.2% of total reported equity market value during Q1 2024.
During Q1 2024, Neumeier Poma Investment Counsel LLC's top holdings by market value included FIX (5.2%)、CBZ (5.0%)、OSIS (4.6%). The largest single position, FIX, represented 5.2% of total portfolio value.
In Q1 2024, Neumeier Poma Investment Counsel LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.