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