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CIK: 0001044936
Total reported value
$1.5B
$1.5B
43 檔
15.2%
During the Q3 2024 filing period, Neumeier Poma Investment Counsel LLC (CIK: 0001044936) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 43 reported positions.
During Q3 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 | DY | Dycom Industries Inc | Stock-Industrials | 5.29% | +0.44% | -9.30% | |
| 2 | OSIS | Osi Systems Inc | Stock-Tech | 4.46% | -0.86% | -8.98% | |
| 3 | LMB | Limbach Holdings Inc | Stock-Other | 3.84% | -0.31% | +11.24% | |
| 4 | EXLS | Exlservice Holdings Inc | Stock-Tech | 3.83% | -0.20% | -9.06% | |
| 5 | IDCC | Interdigital Inc | Stock-Tech | 3.79% | +1.20% | -9.28% | |
| 6 | CCS | Century Communities Inc | Stock-Other | 3.48% | — | -8.91% | |
| 7 | TTEK | Tetra Tech Inc | Stock-Industrials | 3.36% | -0.24% | +272.38% | |
| 8 | ICFI | Icf International Inc | Stock-Other | 3.35% | -0.54% | -24.68% | |
| 9 | SKY | Champion Homes Inc | Stock-Consumer Disc | 3.28% | +0.60% | -8.08% | |
| 10 | UMBF | Umb Financial CORP | Stock-Financials | 3.20% | +0.26% | +93.95% | |
| 11 | FSS | Federal Signal CORP | Stock-Industrials | 3.19% | +0.92% | -27.59% | |
| 12 | LKFN | Lakeland Financial CORP | Stock-Other | 3.03% | -0.16% | -9.32% | |
| 13 | CBZ | Cbiz Inc | Stock-Other | 2.85% | — | -32.77% | |
| 14 | TGLS | Tecnoglass Inc. | Stock-Other | 2.79% | — | +5.07% | |
| 15 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 2.79% | — | +110.41% | |
| 16 | BCBUSD | Primo Water CORP | Stock-Other | 2.63% | — | -8.34% | |
| 17 | FN | Fabrinet | Stock-Tech | 2.49% | -1.55% | +30.38% | |
| 18 | HURN | Huron Consulting Group Inc | Stock-Other | 2.48% | -0.88% | EXIT | |
| 19 | KFY | Korn Ferry | Stock-Industrials | 2.34% | -0.22% | -8.31% | |
| 20 | VECO | Veeco Instruments Inc | Stock-Other | 2.31% | — | -40.02% | |
| 21 | SHOO | Steven Madden LTD | Stock-Other | 2.29% | +0.30% | -10.16% | |
| 22 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 2.25% | +0.13% | -9.15% | |
| 23 | CXT | Crane Nxt Co | Stock-Industrials | 2.24% | +0.11% | -12.90% | |
| 24 | BLBD | Blue Bird CORP | Stock-Other | 2.22% | +0.57% | — | |
| 25 | DFIN | Donnelley Financial Solution | Stock-Other | 2.06% | — | -9.16% | |
| 26 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.00% | +0.13% | -47.02% | |
| 27 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 1.95% | -0.47% | +2.80% | |
| 28 | ✓ | Wns Holdings LTD | Stock-Other | 1.89% | — | +27.33% | |
| 29 | CVSA | Covista Inc | Stock-Consumer Staples | 1.83% | -0.24% | +95.05% | |
| 30 | FORM | Formfactor Inc | Stock-Tech | 1.81% | — | +5.09% | |
| 31 | NVEEUSD | Nv5 Global Inc | Stock-Other | 1.74% | — | -10.00% | |
| 32 | ALG | Alamo Group Inc | Stock-Other | 1.65% | -0.76% | -35.38% | |
| 33 | GOLF | Acushnet Holdings CORP | Stock-Other | 1.54% | +0.24% | -9.32% | |
| 34 | ✓ | Atlantica Sustainable Infr P | Stock-Other | 1.29% | — | -12.78% | |
| 35 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.21% | +0.77% | +68.42% | |
| 36 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.17% | -0.36% | -43.18% | |
| 37 | CLS | Celestica Inc | Stock-Tech | 1.13% | -0.50% | -50.38% | |
| 38 | SIMO | Silicon Motion Technol-adr | Stock-Other | 1.12% | +0.07% | -9.19% | |
| 39 | ACLS | Axcelis Technologies Inc | Stock-Tech | 1.04% | — | -39.38% | |
| 40 | MGRC | Mcgrath Rentcorp | Stock-Other | 0.90% | -0.15% | -3.01% | |
| 41 | CMCO | Columbus Mckinnon Corp/ny | Stock-Other | 0.70% | — | -53.42% | |
| 42 | ✓ | Stock-Other | 0.61% | +0.48% | — | ||
| 43 | VC | Visteon CORP | Stock-Other | 0.60% | — | -67.92% |
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 43 disclosed positions in Q3 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 DY, OSIS, LMB) accounted for 15.2% of total reported equity market value during Q3 2024.
During Q3 2024, Neumeier Poma Investment Counsel LLC's top holdings by market value included DY (5.3%)、OSIS (4.5%)、LMB (3.8%). The largest single position, DY, represented 5.3% of total portfolio value.
In Q3 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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