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CIK: 0001044936
Total reported value
$1.5B
$1.5B
43 檔
14.8%
The Q4 2024 SEC filing reveals that Neumeier Poma Investment Counsel LLC held a total portfolio value of $1.5B, covering 43 public equity positions.
During Q4 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 | EXLS | Exlservice Holdings Inc | Stock-Tech | 4.47% | -0.20% | -1.44% | |
| 2 | OSIS | Osi Systems Inc | Stock-Tech | 4.39% | -0.86% | -12.32% | |
| 3 | DY | Dycom Industries Inc | Stock-Industrials | 4.18% | +0.44% | -11.95% | |
| 4 | IDCC | Interdigital Inc | Stock-Tech | 4.08% | +1.20% | -22.62% | |
| 5 | LMB | Limbach Holdings Inc | Stock-Other | 3.83% | -0.31% | -13.19% | |
| 6 | CBZ | Cbiz Inc | Stock-Other | 3.62% | — | +2.44% | |
| 7 | CVSA | Covista Inc | Stock-Consumer Staples | 3.57% | -0.24% | +59.22% | |
| 8 | UMBF | Umb Financial CORP | Stock-Financials | 3.43% | +0.26% | -2.07% | |
| 9 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 3.20% | -0.94% | — | |
| 10 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 3.19% | +0.16% | — | |
| 11 | LKFN | Lakeland Financial CORP | Stock-Other | 3.17% | -0.16% | -2.54% | |
| 12 | SKY | Champion Homes Inc | Stock-Consumer Disc | 3.05% | +0.60% | -1.74% | |
| 13 | FIX | Comfort Systems USA Inc | Stock-Industrials | 3.02% | +0.13% | +36.93% | |
| 14 | FSS | Federal Signal CORP | Stock-Industrials | 2.93% | +0.92% | -8.41% | |
| 15 | HURN | Huron Consulting Group Inc | Stock-Other | 2.92% | -0.88% | EXIT | |
| 16 | CLS | Celestica Inc | Stock-Tech | 2.74% | -0.50% | +32.40% | |
| 17 | TTEK | Tetra Tech Inc | Stock-Industrials | 2.72% | -0.24% | -5.76% | |
| 18 | ECG | Everus Construction Group | Stock-Industrials | 2.38% | — | — | |
| 19 | ICFI | Icf International Inc | Stock-Other | 2.31% | -0.54% | -5.44% | |
| 20 | TGLS | Tecnoglass Inc. | Stock-Other | 2.30% | — | -30.06% | |
| 21 | MGRC | Mcgrath Rentcorp | Stock-Other | 2.22% | -0.15% | +127.11% | |
| 22 | KFY | Korn Ferry | Stock-Industrials | 2.14% | -0.22% | -0.05% | |
| 23 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 2.02% | +0.13% | +0.84% | |
| 24 | DFIN | Donnelley Financial Solution | Stock-Other | 1.96% | — | -1.81% | |
| 25 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 1.93% | — | — | |
| 26 | SHOO | Steven Madden LTD | Stock-Other | 1.86% | +0.30% | -7.88% | |
| 27 | GOLF | Acushnet Holdings CORP | Stock-Other | 1.74% | +0.24% | +0.13% | |
| 28 | FORM | Formfactor Inc | Stock-Tech | 1.73% | — | -2.09% | |
| 29 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.66% | -0.36% | -4.02% | |
| 30 | ✓ | Wns Holdings LTD | Stock-Other | 1.66% | — | -4.19% | |
| 31 | ✓ | Stock-Other | 1.64% | +0.48% | +118.67% | ||
| 32 | BLBD | Blue Bird CORP | Stock-Other | 1.60% | +0.57% | -12.23% | |
| 33 | ALG | Alamo Group Inc | Stock-Other | 1.54% | -0.76% | -11.19% | |
| 34 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 1.50% | -0.47% | -2.98% | |
| 35 | CXT | Crane Nxt Co | Stock-Industrials | 1.43% | +0.11% | -39.65% | |
| 36 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.31% | +0.77% | +2.29% | |
| 37 | AMAL | Amalgamated Financial CORP | Stock-Other | 1.27% | — | — | |
| 38 | FN | Fabrinet | Stock-Tech | 1.19% | -1.55% | -49.48% | |
| 39 | NVEEUSD | Nv5 Global Inc | Stock-Other | 1.12% | — | +214.00% | |
| 40 | VECO | Veeco Instruments Inc | Stock-Other | 1.09% | — | -42.66% | |
| 41 | SIMO | Silicon Motion Technol-adr | Stock-Other | 0.95% | +0.07% | -6.06% | |
| 42 | CCS | Century Communities Inc | Stock-Other | 0.56% | — | -77.66% | |
| 43 | VC | Visteon CORP | Stock-Other | 0.40% | — | -29.40% |
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 Q4 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 EXLS, OSIS, DY) accounted for 14.8% of total reported equity market value during Q4 2024.
During Q4 2024, Neumeier Poma Investment Counsel LLC's top holdings by market value included EXLS (4.5%)、OSIS (4.4%)、DY (4.2%). The largest single position, EXLS, represented 4.5% of total portfolio value.
In Q4 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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