NP

Neumeier Poma Investment Counsel LLC

13F
Neumeier Poma Investment Counsel LLC
Last update 2024-08-13 42 Stocks (4 new)
Value $1.09 Bil Turnover 9 %
Countries:
Top Holdings: VECO(5.21%)DY(4.80%)CBZ(4.49%)OSIS(4.26%)ICFI(3.81%)
Portfolio Report
Summary Stock Picks Current Portfolio
Neumeier Poma Investment Couns... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VECO 		Veeco Instruments Inc
1,218,960
56937.620
-1.37%
5.210
-0.05%
2.150
-24.47%
-3.42%
1701.842
Semiconductors
DY 		Dycom Industries Inc
310,490
52398.290
-2.42%
4.800
-0.10%
1.070
+0.66%
+55.74%
5216.627
Construction
CBZ 		CBIZ Inc
662,240
49071.980
-3.62%
4.490
-0.18%
1.320
-16.06%
+13.55%
3566.861
Business Services
OSIS 		OSI Systems Inc
338,730
46582.150
-3.02%
4.260
-0.14%
1.990
-10.27%
+3.51%
2232.222
Hardware
ICFI 		ICF International Inc
280,095
41582.900
-6.82%
3.810
-0.28%
1.490
+16.53%
+26.59%
3175.189
Business Services
FSS 		Federal Signal Corp
494,081
41339.760
-3.10%
3.780
-0.12%
0.810
-13.08%
+10.61%
5168.677
Industrial Products
TTEK 		Tetra Tech Inc
1,002,855
41012.760
-3.29%
3.750
-0.12%
0.370
+19.13%
+51.97%
13524.964
Construction
EXLS 		ExlService Holdings Inc
1,158,455
36329.150
-7.83%
3.330
-0.29%
0.720
+13.10%
+26.48%
6298.015
Software
IDCC 		InterDigital Inc
309,770
36106.790
-3.48%
3.310
-0.11%
1.230
+23.98%
+39.91%
3761.674
Software
LKFN 		Lakeland Financial Corp
538,735
33142.980
-2.40%
3.030
-0.08%
2.110
-3.05%
+4.32%
1683.402
Banks

Neumeier Poma Investment Counsel LLC's Historical Top Holdings Breakdowns

Neumeier Poma Investment Counsel LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FIX 		Comfort Systems USA Inc2024-06-30Reduce
-2.26%
●
290.73 ($317.86) 347.21
$396.15
24.63%
Reduce -43.35%
101,355
-77,556
GOLF 		Acushnet Holdings Corp2024-06-30New Buy
+1.62%
●
60.85 ($63.78) 67.01
$61.16
-4.11%
New holding
278,780
278,780
SIMO 		Silicon Motion Technology Corp2024-06-30New Buy
+1.58%
●
71.7 ($78.12) 84.88
$57.83
-25.97%
New holding
212,945
212,945
WNS 		WNS (Holdings) Ltd2024-06-30Reduce
-1.29%
●
40.17 ($49.47) 53.05
$48.30
-2.37%
Reduce -48.42%
295,614
-277,550
MOD 		Modine Manufacturing Co2024-06-30Reduce
-1.04%
●
83.69 ($96.01) 109.42
$130.31
35.73%
Reduce -37.89%
195,855
-119,505
WIRE Encore Wire Corp2024-06-30New Buy
+1.01%
●
258.3 ($281.67) 291.23
$289.84
2.90%
New holding
38,110
38,110
TGLS 		Tecnoglass Inc2024-06-30Add
+0.99%
●
41.03 ($52.17) 59
$69.00
32.26%
Add 112.45%
406,235
215,025
ATGE 		Adtalem Global Education Inc2024-06-30New Buy
+0.82%
●
45.59 ($58.69) 68.21
$74.99
27.77%
New holding
130,580
130,580
CLS 		Celestica Inc2024-06-30Reduce
-0.80%
●
40.73 ($50.44) 59.41
$69.96
38.70%
Reduce -29.4%
466,165
-194,150
ACLS 		Axcelis Technologies Inc2024-06-30Add
+0.79%
●
94.79 ($115.29) 142.19
$92.07
-20.14%
Add 54.39%
172,405
60,735

Neumeier Poma Investment Counsel LLC Total Holding History ($B)

To

Neumeier Poma Investment Counsel LLC's Asset Allocation

To

Neumeier Poma Investment Counsel LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Neumeier Poma Investment Counsel LLC's Hypothetical Growth since 2024-06-30

Neumeier Poma Investment Counsel LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Neumeier Poma Investment Counsel LLC's Holdings Heat Map

Size field:

Neumeier Poma Investment Counsel LLC's Holdings Bubble Chart

Neumeier Poma Investment Counsel LLC News

  • 1

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