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CIK: 0001044936
Total reported value
$1.5B
$1.5B
42 檔
16.9%
According to the latest 13F quarterly dataset, Neumeier Poma Investment Counsel LLC managed an equity portfolio of $1.5B at the end of Q2 2024, spanning 42 distinct U.S. exchange-listed positions.
During Q2 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 | VECO | Veeco Instruments Inc | Stock-Other | 5.21% | — | -1.37% | |
| 2 | DY | Dycom Industries Inc | Stock-Industrials | 4.80% | +0.44% | -2.42% | |
| 3 | CBZ | Cbiz Inc | Stock-Other | 4.49% | — | -3.62% | |
| 4 | OSIS | Osi Systems Inc | Stock-Tech | 4.26% | -0.86% | -3.02% | |
| 5 | ICFI | Icf International Inc | Stock-Other | 3.81% | -0.54% | -6.82% | |
| 6 | FSS | Federal Signal CORP | Stock-Industrials | 3.78% | +0.92% | -3.10% | |
| 7 | TTEK | Tetra Tech Inc | Stock-Industrials | 3.75% | -0.24% | -3.29% | |
| 8 | EXLS | Exlservice Holdings Inc | Stock-Tech | 3.33% | -0.20% | -7.83% | |
| 9 | IDCC | Interdigital Inc | Stock-Tech | 3.31% | +1.20% | -3.48% | |
| 10 | LKFN | Lakeland Financial CORP | Stock-Other | 3.03% | -0.16% | -2.40% | |
| 11 | CCS | Century Communities Inc | Stock-Other | 2.91% | — | -2.45% | |
| 12 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.82% | +0.13% | -43.35% | |
| 13 | CXT | Crane Nxt Co | Stock-Industrials | 2.71% | +0.11% | -2.45% | |
| 14 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 2.63% | -0.36% | -7.49% | |
| 15 | LMB | Limbach Holdings Inc | Stock-Other | 2.49% | -0.31% | -1.89% | |
| 16 | SKY | Champion Homes Inc | Stock-Consumer Disc | 2.45% | +0.60% | -2.51% | |
| 17 | CLS | Celestica Inc | Stock-Tech | 2.45% | -0.50% | — | |
| 18 | BCBUSD | Primo Water CORP | Stock-Other | 2.39% | — | +27.95% | |
| 19 | HURN | Huron Consulting Group Inc | Stock-Other | 2.37% | -0.88% | EXIT | |
| 20 | ALG | Alamo Group Inc | Stock-Other | 2.36% | -0.76% | -16.85% | |
| 21 | ACLS | Axcelis Technologies Inc | Stock-Tech | 2.24% | — | +54.39% | |
| 22 | KFY | Korn Ferry | Stock-Industrials | 2.19% | -0.22% | +2.71% | |
| 23 | FORM | Formfactor Inc | Stock-Tech | 2.18% | — | +12.52% | |
| 24 | SHOO | Steven Madden LTD | Stock-Other | 2.11% | +0.30% | -2.89% | |
| 25 | VC | Visteon CORP | Stock-Other | 2.01% | — | -2.77% | |
| 26 | DFIN | Donnelley Financial Solution | Stock-Other | 1.98% | — | +44.10% | |
| 27 | FN | Fabrinet | Stock-Tech | 1.90% | -1.55% | -25.75% | |
| 28 | TGLS | Tecnoglass Inc. | Stock-Other | 1.87% | — | +112.45% | |
| 29 | NVEEUSD | Nv5 Global Inc | Stock-Other | 1.84% | — | -2.52% | |
| 30 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.80% | +0.13% | -37.89% | |
| 31 | GOLF | Acushnet Holdings CORP | Stock-Other | 1.62% | +0.24% | — | |
| 32 | SIMO | Silicon Motion Technol-adr | Stock-Other | 1.58% | +0.07% | — | |
| 33 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 1.57% | -0.47% | +0.21% | |
| 34 | ✓ | Wns Holdings LTD | Stock-Other | 1.42% | — | -48.42% | |
| 35 | ✓ | Atlantica Sustainable Infr P | Stock-Other | 1.42% | — | -15.33% | |
| 36 | CMCO | Columbus Mckinnon Corp/ny | Stock-Other | 1.38% | — | -2.17% | |
| 37 | UMBF | Umb Financial CORP | Stock-Financials | 1.26% | +0.26% | +47.84% | |
| 38 | WIREEUR | Encore Wire CORP | Stock-Other | 1.01% | — | — | |
| 39 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 1.00% | — | -3.88% | |
| 40 | MGRC | Mcgrath Rentcorp | Stock-Other | 0.91% | -0.15% | -7.81% | |
| 41 | CVSA | Covista Inc | Stock-Consumer Staples | 0.82% | -0.24% | — | |
| 42 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 0.56% | +0.77% | -2.58% |
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 42 disclosed positions in Q2 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 VECO, DY, CBZ) accounted for 16.9% of total reported equity market value during Q2 2024.
During Q2 2024, Neumeier Poma Investment Counsel LLC's top holdings by market value included VECO (5.2%)、DY (4.8%)、CBZ (4.5%). The largest single position, VECO, represented 5.2% of total portfolio value.
In Q2 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.
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