Neumeier Poma Investment Counsel LLC Portfolio Holdings by Sector
Neumeier Poma Investment Counsel LLC
- $1.1 Billion
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Engineering & Construction | Industrials
FIX DY MYRG TTEK NVEE LMB 6 stocks |
$223,206
20.33% of portfolio
|
1
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
OSIS CLS FN 3 stocks |
$101,130
9.21% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
CCS SKY MTH CVCO 4 stocks |
$92,551
8.43% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CR 1 stocks |
$66,764
6.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
ICFI HURN 2 stocks |
$62,432
5.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
ALG CMCO 2 stocks |
$60,747
5.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
VECO ACLS 2 stocks |
$55,920
5.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD VC 2 stocks |
$54,855
5.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CBZ 1 stocks |
$53,938
4.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
LKFN UMBF 2 stocks |
$46,307
4.22% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$43,272
3.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
EXLS 1 stocks |
$39,967
3.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
IDCC 1 stocks |
$34,165
3.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
SHOO 1 stocks |
$23,762
2.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
KFY 1 stocks |
$22,831
2.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PRMW 1 stocks |
$16,978
1.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
HASI 1 stocks |
$16,385
1.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
FORM 1 stocks |
$15,967
1.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
DFIN 1 stocks |
$15,587
1.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
AY 1 stocks |
$15,373
1.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
MGRC 1 stocks |
$12,442
1.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
TGLS 1 stocks |
$9,948
0.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
OXM 1 stocks |
$6,349
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
PCRX 1 stocks |
$4,435
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IWM 1 stocks |
$2,367
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|