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 Market Cap. of $300 Millions to $2 Billions

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%
$1.66B
$28.2 Million 3.35% of portfolio
475,102
Q1 2025 Reduced 0.21%
$1.46B
$24.4 Million 2.89% of portfolio
327,326
Q1 2025 Reduced 29.12%
$1.69B
$19.7 Million 2.34% of portfolio
1,173,827
Q1 2025 Added 37.92%
$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%
$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%
$1.11B
$8.13 Million 0.96% of portfolio
404,852
Q1 2025 Reduced 3.42%
$1.9B
$5.13 Million 0.61% of portfolio
76,458
Q1 2025 Reduced 3.55%

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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