Neumeier Poma Investment Counsel LLC Portfolio Holdings by Sector
Neumeier Poma Investment Counsel LLC
- $940 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Engineering & Construction | Industrials
DY LMB FIX TTEK MYRG NVEE 6 stocks |
$170,974
18.19% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
UMBF LKFN AUB 3 stocks |
$87,982
9.36% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSEM FORM SIMO 3 stocks |
$60,677
6.46% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
OSIS FN 2 stocks |
$57,534
6.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
HURN ICFI 2 stocks |
$53,923
5.74% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
SKY CVCO CCS 3 stocks |
$50,750
5.4% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
EXLS 1 stocks |
$46,083
4.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
IDCC 1 stocks |
$42,123
4.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CR 1 stocks |
$38,448
4.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CBZ 1 stocks |
$37,319
3.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
ATGE 1 stocks |
$36,842
3.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
GOLF OSW 2 stocks |
$34,928
3.72% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$30,276
3.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD VC 2 stocks |
$24,926
2.65% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
TGLS 1 stocks |
$23,680
2.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
MGRC 1 stocks |
$22,901
2.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
KFY 1 stocks |
$22,041
2.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
DFIN 1 stocks |
$20,266
2.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
SHOO 1 stocks |
$19,203
2.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
BLBD 1 stocks |
$16,456
1.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
ALG 1 stocks |
$15,870
1.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
HASI 1 stocks |
$15,472
1.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
VECO 1 stocks |
$11,234
1.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|