Neumeier Poma Investment Counsel LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $940 Million distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exl Service Holdings, Inc. with a value of $46.1M, Osi Systems Inc with a value of $45.3M, Dycom Industries Inc with a value of $43.2M, Inter Digital, Inc. with a value of $42.1M, and Limbach Holdings, Inc. with a value of $39.9M.
Examining the 13F form we can see an decrease of $121M in the current position value, from $1.06B to 940M.
Below you can find more details about Neumeier Poma Investment Counsel LLC portfolio as well as his latest detailed transactions.
Portfolio value
$940 Million
Industrials: $392 Million
Technology: $176 Million
Consumer Cyclical: $146 Million
Financial Services: $108 Million
Communication Services: $42.1 Million
Consumer Defensive: $36.8 Million
Basic Materials: $23.7 Million
Real Estate: $15.5 Million
Other: $0
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions