Neumeier Poma Investment Counsel LLC Portfolio Holdings by Sector
Neumeier Poma Investment Counsel LLC
- $843 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Engineering & Construction | Industrials
DY LMB FIX TTEK MYRG NVEE 6 stocks |
$109,247
12.95% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
UMBF LKFN CASH AUB 4 stocks |
$76,228
9.04% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
OSIS FN 2 stocks |
$67,224
7.97% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
SKY CVCO CCS 3 stocks |
$61,899
7.34% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSEM SIMO FORM 3 stocks |
$50,779
6.02% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
HURN ICFI 2 stocks |
$49,608
5.88% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
EXLS 1 stocks |
$48,583
5.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
ATGE 1 stocks |
$40,903
4.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CR 1 stocks |
$38,586
4.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
IDCC 1 stocks |
$37,527
4.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
OSW GOLF 2 stocks |
$36,594
4.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CBZ 1 stocks |
$34,621
4.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
HASI 1 stocks |
$25,055
2.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$23,369
2.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
MGRC 1 stocks |
$23,198
2.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
KFY 1 stocks |
$21,746
2.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
TGLS 1 stocks |
$19,325
2.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
BLBD 1 stocks |
$13,940
1.65% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
DFIN 1 stocks |
$12,023
1.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
ALG 1 stocks |
$11,227
1.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
SHOO 1 stocks |
$10,027
1.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
PBH 1 stocks |
$8,713
1.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
VECO 1 stocks |
$8,129
0.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
GLD IWM 2 stocks |
$7,483
0.89% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD 1 stocks |
$7,442
0.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|