Neumeier Poma Investment Counsel LLC Portfolio Holdings

Neumeier Poma Investment Counsel LLC

  • $843 Million
  • Q1 2025

Neumeier Poma Investment Counsel LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $843 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exl Service Holdings, Inc. with a value of $48.6M, Osi Systems Inc with a value of $47.4M, Adtalem Global Education Inc. with a value of $40.9M, Crane Holdings, Co. with a value of $38.6M, and Inter Digital, Inc. with a value of $37.5M.

Examining the 13F form we can see an decrease of $96.4M in the current position value, from $940M to 843M.

Below you can find more details about Neumeier Poma Investment Counsel LLC portfolio as well as his latest detailed transactions.

Portfolio value $843 Million
Industrials: $312 Million
Technology: $175 Million
Consumer Cyclical: $130 Million
Financial Services: $88.3 Million
Consumer Defensive: $40.9 Million
Communication Services: $37.5 Million
Real Estate: $25.1 Million
Basic Materials: $19.3 Million
Other: $16.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.4B
$48.6 Million 5.76% of portfolio
1,029,104
Q1 2025 Reduced 0.89%
$3.6B
$47.4 Million 5.62% of portfolio
243,978
Q1 2025 Reduced 9.75%
$5.29B
$40.9 Million 4.85% of portfolio
406,430
Q1 2025 Added 0.22%
$10.6B
$38.6 Million 4.57% of portfolio
251,906
Q1 2025 Reduced 0.58%
$6.81B
$37.5 Million 4.45% of portfolio
181,510
Q1 2025 Reduced 16.53%
$2.75B
$35 Million 4.16% of portfolio
244,318
Q1 2025 Added 0.73%
$3.87B
$34.6 Million 4.1% of portfolio
456,382
Q1 2025 Added 0.07%
$3.69B
$33.5 Million 3.97% of portfolio
353,356
Q1 2025 Reduced 0.91%
$5.29B
$31.6 Million 3.74% of portfolio
312,199
Q1 2025 Reduced 0.3%
$1.66B
$28.2 Million 3.35% of portfolio
475,102
Q1 2025 Reduced 0.21%
$2.32B
$25.1 Million 2.97% of portfolio
856,908
Q1 2025 Added 48.59%
$7.55B
$24.8 Million 2.94% of portfolio
162,597
Q1 2025 Reduced 34.43%
$1.46B
$24.4 Million 2.89% of portfolio
327,326
Q1 2025 Reduced 29.12%
$5.36B
$24.3 Million 2.88% of portfolio
681,215
Q1 2025 Added 6.22%
$6.5B
$23.4 Million 2.77% of portfolio
317,738
Q1 2025 Reduced 3.04%
$3.82B
$23.3 Million 2.76% of portfolio
44,811
Q1 2025 Added 47.91%
$3.98B
$21.7 Million 2.58% of portfolio
320,600
Q1 2025 Reduced 1.89%
$11.2B
$19.8 Million 2.35% of portfolio
100,303
Q1 2025 Added 79.72%
$1.69B
$19.7 Million 2.34% of portfolio
1,173,827
Q1 2025 Added 37.92%
$3.59B
$19.3 Million 2.29% of portfolio
270,095
Q1 2025 Reduced 9.53%
$19.7B
$18.8 Million 2.23% of portfolio
58,237
Q1 2025 Reduced 20.8%
$2.42B
$17.8 Million 2.12% of portfolio
353,015
Q1 2025 Added 94.32%
$5.71B
$16.9 Million 2.0% of portfolio
245,948
Q1 2025 Reduced 2.83%
$2.03B
$16.1 Million 1.91% of portfolio
549,921
Q1 2025 Reduced 21.87%
$1.59B
$14.6 Million 1.73% of portfolio
171,371
Q1 2025 Reduced 14.1%
$1.37B
$13.9 Million 1.65% of portfolio
430,665
Q1 2025 Added 1.09%
$3.19B
$13.3 Million 1.57% of portfolio
117,351
Q1 2025 Added 1.73%
$1.84B
$12 Million 1.43% of portfolio
275,080
Q1 2025 Reduced 14.86%
$359M
$12 Million 1.42% of portfolio
621,447
Q1 2025 Added 1.5%
$2.61B
$11.2 Million 1.33% of portfolio
63,004
Q1 2025 Reduced 26.2%
$2.06B
$10 Million 1.19% of portfolio
376,393
Q1 2025 Reduced 16.66%
$2.4B
$9.68 Million 1.15% of portfolio
132,680
Q1 2025 New
$3.74B
$8.71 Million 1.03% of portfolio
101,350
Q1 2025 New
$2.77B
$8.64 Million 1.02% of portfolio
305,390
Q1 2025 Reduced 24.62%
$1.11B
$8.13 Million 0.96% of portfolio
404,852
Q1 2025 Reduced 3.42%
$5.07B
$7.44 Million 0.88% of portfolio
96,969
Q1 2025 Reduced 45.96%
$106B
$7 Million 0.83% of portfolio
24,295
Q1 2025 New
$2.5B
$6.75 Million 0.8% of portfolio
216,645
Q1 2025 Reduced 58.78%
$1.9B
$5.13 Million 0.61% of portfolio
76,458
Q1 2025 Reduced 3.55%
$0
$483,000 0.06% of portfolio
2,425
Q1 2025 New
Amalgamated Financial Corp.
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 38.1%
Primo Brands Corp.
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 8.85%
Celestica Inc.
-
$0 0.0% of portfolio
-
Q1 2025 Added 9.33%
Everus Construction Group Inc.
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.13%
Wns Holdings Ltd.
-
$0 0.0% of portfolio
-
Q1 2025 Added 35.34%

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $843 Million
  • Prior Value $940 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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