Neumeier Poma Investment Counsel LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Crane Holdings, Co. with a value of $66.4M, Dycom Industries Inc with a value of $55.4M, Osi Systems Inc with a value of $46.8M, Limbach Holdings, Inc. with a value of $40.3M, and Exl Service Holdings, Inc. with a value of $40.2M.

Examining the 13F form we can see an decrease of $29.5M in the current position value, from $1.09B to 1.06B.

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

Portfolio value $1.06 Billion
Industrials: $432 Million
Consumer Cyclical: $213 Million
Technology: $179 Million
Financial Services: $87 Million
Consumer Defensive: $46.8 Million
Communication Services: $39.8 Million
Basic Materials: $29.3 Million
Real Estate: $20.5 Million
Other: $13.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $1.06 Billion
  • Prior Value $1.09 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
Track This Portfolio

Track Neumeier Poma Investment Counsel LLC Portfolio

Follow Neumeier Poma Investment Counsel LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Neumeier Poma Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neumeier Poma Investment Counsel LLC with notifications on news.