Neumeier Poma Investment Counsel LLC Portfolio Holdings by Sector
Neumeier Poma Investment Counsel LLC
- $1.09 Billion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Engineering & Construction | Industrials
DY TTEK FIX MYRG LMB NVEE 6 stocks |
$200,308
18.37% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
VECO ACLS 2 stocks |
$81,451
7.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
CCS SKY MTH CVCO 4 stocks |
$75,625
6.94% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CR 1 stocks |
$69,877
6.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
ICFI HURN 2 stocks |
$67,431
6.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
OSIS FN 2 stocks |
$67,323
6.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CBZ 1 stocks |
$49,071
4.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
LKFN UMBF 2 stocks |
$46,894
4.3% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
VC MOD 2 stocks |
$41,529
3.81% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$41,339
3.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
FORM SIMO 2 stocks |
$41,079
3.77% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
ALG CMCO 2 stocks |
$40,797
3.74% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
EXLS 1 stocks |
$36,329
3.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
IDCC 1 stocks |
$36,106
3.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PRMW 1 stocks |
$26,077
2.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
KFY 1 stocks |
$23,942
2.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
SHOO 1 stocks |
$23,085
2.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
DFIN 1 stocks |
$21,594
1.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
TGLS 1 stocks |
$20,384
1.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
GOLF 1 stocks |
$17,696
1.62% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
HASI 1 stocks |
$17,114
1.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
AY 1 stocks |
$15,461
1.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
WIRE 1 stocks |
$11,045
1.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
MGRC 1 stocks |
$9,906
0.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
ATGE 1 stocks |
$8,906
0.82% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|