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CIK: 0001044936
Total reported value
$1.5B
$1.5B
46 檔
14.3%
In Q1 2025, Neumeier Poma Investment Counsel LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 46 disclosed stock positions.
In Q1 2025, Neumeier Poma Investment Counsel LLC displayed an active expansion posture, initiating 46 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EXLS | Exlservice Holdings Inc | Stock-Tech | 5.22% | -0.20% | -0.89% | |
| 2 | OSIS | Osi Systems Inc | Stock-Tech | 5.10% | -0.86% | -9.75% | |
| 3 | CVSA | Covista Inc | Stock-Consumer Staples | 4.40% | -0.24% | +0.22% | |
| 4 | IDCC | Interdigital Inc | Stock-Tech | 4.04% | +1.20% | -16.53% | |
| 5 | HURN | Huron Consulting Group Inc | Stock-Other | 3.77% | -0.88% | EXIT | |
| 6 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 3.73% | +0.16% | -8.85% | |
| 7 | CBZ | Cbiz Inc | Stock-Other | 3.72% | — | +0.07% | |
| 8 | SKY | Champion Homes Inc | Stock-Consumer Disc | 3.60% | +0.60% | -0.91% | |
| 9 | UMBF | Umb Financial CORP | Stock-Financials | 3.39% | +0.26% | -0.30% | |
| 10 | ✓ | Wns Holdings LTD | Stock-Other | 3.23% | — | +35.34% | |
| 11 | LKFN | Lakeland Financial CORP | Stock-Other | 3.04% | -0.16% | -0.21% | |
| 12 | CLS | Celestica Inc | Stock-Tech | 2.84% | -0.50% | +9.33% | |
| 13 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 2.69% | -0.47% | +48.59% | |
| 14 | DY | Dycom Industries Inc | Stock-Industrials | 2.66% | +0.44% | -34.43% | |
| 15 | LMB | Limbach Holdings Inc | Stock-Other | 2.62% | -0.31% | -29.12% | |
| 16 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.61% | -0.94% | +6.22% | |
| 17 | FSS | Federal Signal CORP | Stock-Industrials | 2.51% | +0.92% | -3.04% | |
| 18 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 2.50% | +0.77% | +47.91% | |
| 19 | MGRC | Mcgrath Rentcorp | Stock-Other | 2.49% | -0.15% | +1.68% | |
| 20 | KFY | Korn Ferry | Stock-Industrials | 2.34% | -0.22% | -1.89% | |
| 21 | FN | Fabrinet | Stock-Tech | 2.13% | -1.55% | +79.72% | |
| 22 | ✓ | Stock-Other | 2.12% | +0.48% | +37.92% | ||
| 23 | TGLS | Tecnoglass Inc. | Stock-Other | 2.08% | — | -9.53% | |
| 24 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.02% | +0.13% | -20.80% | |
| 25 | SIMO | Silicon Motion Technol-adr | Stock-Other | 1.92% | +0.07% | +94.32% | |
| 26 | GOLF | Acushnet Holdings CORP | Stock-Other | 1.82% | +0.24% | -2.83% | |
| 27 | TTEK | Tetra Tech Inc | Stock-Industrials | 1.73% | -0.24% | -21.87% | |
| 28 | ICFI | Icf International Inc | Stock-Other | 1.57% | -0.54% | -14.10% | |
| 29 | ECG | Everus Construction Group | Stock-Industrials | 1.50% | — | +1.13% | |
| 30 | BLBD | Blue Bird CORP | Stock-Other | 1.50% | +0.57% | +1.09% | |
| 31 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.43% | -0.36% | +1.73% | |
| 32 | CXT | Crane Nxt Co | Stock-Industrials | 1.39% | +0.11% | -0.58% | |
| 33 | DFIN | Donnelley Financial Solution | Stock-Other | 1.29% | — | -14.86% | |
| 34 | NVEEUSD | Nv5 Global Inc | Stock-Other | 1.29% | — | +1.50% | |
| 35 | ALG | Alamo Group Inc | Stock-Other | 1.21% | -0.76% | -26.20% | |
| 36 | SHOO | Steven Madden LTD | Stock-Other | 1.08% | +0.30% | -16.66% | |
| 37 | CASH | Pathward Financial Inc | Stock-Other | 1.04% | -0.52% | — | |
| 38 | PBH | Prestige Consumer Healthcare | Stock-Healthcare | 0.94% | — | — | |
| 39 | FORM | Formfactor Inc | Stock-Tech | 0.93% | — | -24.62% | |
| 40 | VECO | Veeco Instruments Inc | Stock-Other | 0.87% | — | -3.42% | |
| 41 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.80% | +0.13% | -45.96% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.60% | — | |
| 43 | AMAL | Amalgamated Financial CORP | Stock-Other | 0.75% | — | -38.10% | |
| 44 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.73% | — | -58.78% | |
| 45 | CCS | Century Communities Inc | Stock-Other | 0.55% | — | -3.55% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.05% | +0.10% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EXLS | Exlservice Holdings Inc | — | NEW | New buy |
| 2 | OSIS | Osi Systems Inc | — | NEW | New buy |
| 3 | CVSA | Covista Inc | — | NEW | New buy |
| 4 | IDCC | Interdigital Inc | — | NEW | New buy |
| 5 | HURN | Huron Consulting Group Inc | — | NEW | New buy |
| 6 | PRMB | Primo Brands CORP | — | NEW | New buy |
| 7 | CBZ | Cbiz Inc | — | NEW | New buy |
| 8 | SKY | Champion Homes Inc | — | NEW | New buy |
| 9 | UMBF | Umb Financial CORP | — | NEW | New buy |
| 10 | ✓ | Wns Holdings LTD | — | NEW | New buy |
| 11 | LKFN | Lakeland Financial CORP | — | NEW | New buy |
| 12 | CLS | Celestica Inc | — | NEW | New buy |
| 13 | HASI | Ha Sustainable Infrastructur | — | NEW | New buy |
| 14 | DY | Dycom Industries Inc | — | NEW | New buy |
| 15 | LMB | Limbach Holdings Inc | — | NEW | New buy |
| 16 | TSEM | Tower Semiconductor Ltd. | — | NEW | New buy |
| 17 | FSS | Federal Signal CORP | — | NEW | New buy |
| 18 | CVCO | Cavco Industries Inc | — | NEW | New buy |
| 19 | MGRC | Mcgrath Rentcorp | — | NEW | New buy |
| 20 | KFY | Korn Ferry | — | NEW | New buy |
| 21 | FN | Fabrinet | — | NEW | New buy |
| 22 | ✓ | — | NEW | New buy | |
| 23 | TGLS | Tecnoglass Inc. | — | NEW | New buy |
| 24 | FIX | Comfort Systems USA Inc | — | NEW | New buy |
| 25 | SIMO | Silicon Motion Technol-adr | — | NEW | New buy |
| 26 | GOLF | Acushnet Holdings CORP | — | NEW | New buy |
| 27 | TTEK | Tetra Tech Inc | — | NEW | New buy |
| 28 | ICFI | Icf International Inc | — | NEW | New buy |
| 29 | ECG | Everus Construction Group | — | NEW | New buy |
| 30 | BLBD | Blue Bird CORP | — | NEW | New buy |
| 31 | MYRG | Myr Group Inc/delaware | — | NEW | New buy |
| 32 | CXT | Crane Nxt Co | — | NEW | New buy |
| 33 | DFIN | Donnelley Financial Solution | — | NEW | New buy |
| 34 | NVEEUSD | Nv5 Global Inc | — | NEW | New buy |
| 35 | ALG | Alamo Group Inc | — | NEW | New buy |
| 36 | SHOO | Steven Madden LTD | — | NEW | New buy |
| 37 | CASH | Pathward Financial Inc | — | NEW | New buy |
| 38 | PBH | Prestige Consumer Healthcare | — | NEW | New buy |
| 39 | FORM | Formfactor Inc | — | NEW | New buy |
| 40 | VECO | Veeco Instruments Inc | — | NEW | New buy |
| 41 | MOD | Modine Manufacturing Co | — | NEW | New buy |
| 42 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 43 | AMAL | Amalgamated Financial CORP | — | NEW | New buy |
| 44 | AUB | Atlantic Union Bankshares Co | — | NEW | New buy |
| 45 | CCS | Century Communities Inc | — | NEW | New buy |
| 46 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
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 46 disclosed positions in Q1 2025.
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, CVSA) accounted for 14.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
EXLS
市值: $48.6M
During Q1 2025, Neumeier Poma Investment Counsel LLC's top holdings by market value included EXLS (5.2%)、OSIS (5.1%)、CVSA (4.4%). The largest single position, EXLS, represented 5.2% of total portfolio value.
In Q1 2025, Neumeier Poma Investment Counsel LLC made 46 total portfolio adjustments, initiating 46 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.
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