Neumeier Poma Investment Counsel LLC Top Holdings and 13F Report (2024)

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About Neumeier Poma Investment Counsel LLC

Investment Activity

Neumeier Poma Investment Counsel LLC has $1.09 billion in total holdings as of March 31, 2024.
Neumeier Poma Investment Counsel LLC owns shares of 41 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 10.23% of the portfolio was purchased this quarter.
About 25.89% of the portfolio was sold this quarter.
This quarter, Neumeier Poma Investment Counsel LLC has purchased 39 new stocks and bought additional shares in 6 stocks.
Neumeier Poma Investment Counsel LLC sold shares of 30 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Comfort Systems USA: $56,841,814
CBIZ: $53,938,528
OSI Systems: $49,886,312
Dycom Industries: $45,671,246
ICF International: $45,277,872

Largest New Holdings this Quarter

WNS Holdings LTD.: $28,961,977 Holding
Limbach: $20,190,800 Holding
Donnelley Financial Solutions: $15,587,144 Holding
UMB Financial: $9,700,255 Holding
iShares Russell 2000 ETF: $2,367,978 Holding

Largest Purchases this Quarter

WNS Holdings LTD.: 573,164 shares (about $28.96M)
Limbach: 487,465 shares (about $20.19M)
Donnelley Financial Solutions: 251,365 shares (about $15.59M)
Primo Water: 537,595 shares (about $9.79M)
UMB Financial: 111,510 shares (about $9.70M)

Largest Sales this Quarter

Comfort Systems USA: 134,725 shares (about $42.80M)
Meritage Homes: 131,355 shares (about $23.05M)
Celestica: 443,740 shares (about $19.94M)
McGrath RentCorp: 154,630 shares (about $19.08M)
Modine Manufacturing: 146,970 shares (about $13.99M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FIX Comfort Systems USA	$56,841,814	$42,803,480 ▼	-43.0%	178,911	5.2%	Construction
CBZ CBIZ	$53,938,528	$6,181,090 ▼	-10.3%	687,115	4.9%	Business Services
OSIS OSI Systems	$49,886,312	$4,638,080 ▼	-8.5%	349,295	4.6%	Computer and Technology
DY Dycom Industries	$45,671,246	$1,830,725 ▼	-3.9%	318,200	4.2%	Construction
ICFI ICF International	$45,277,872	$4,735,054 ▼	-9.5%	300,590	4.2%	Business Services
VECO Veeco Instruments	$43,467,131	$3,063,131 ▼	-6.6%	1,235,915	4.0%	Computer and Technology
FSS Federal Signal	$43,272,327	$4,731,078 ▼	-9.9%	509,866	4.0%	Multi-Sector Conglomerates
ALG Alamo Group	$40,853,032	$4,567,742 ▼	-10.1%	178,921	3.7%	Industrial Products
MYRG MYR Group	$40,413,357	$4,005,155 ▼	-9.0%	228,647	3.7%	Utilities
EXLS ExlService	$39,967,830	$4,707,513 ▲	13.4%	1,256,850	3.7%	Business Services
CCS Century Communities	$38,539,012	$3,657,157 ▼	-8.7%	399,368	3.5%	Construction
TTEK Tetra Tech	$38,309,039	$3,500,624 ▼	-8.4%	207,401	3.5%	Industrial Products
LKFN Lakeland Financial	$36,607,314	$299,965 ▲	0.8%	551,980	3.4%	Finance
SKY Skyline Champion	$34,429,050	$3,674,557 ▼	-9.6%	405,000	3.2%	Construction
IDCC InterDigital	$34,165,676	$1,721,991 ▼	-4.8%	320,925	3.1%	Computer and Technology
CXT Crane NXT	$30,583,243	$2,668,819 ▼	-8.0%	494,075	2.8%	Business Services
MOD Modine Manufacturing	$30,019,118	$13,990,074 ▼	-31.8%	315,360	2.8%	Auto/Tires/Trucks
CLS Celestica	$29,674,556	$19,941,676 ▼	-40.2%	660,315	2.7%	Computer and Technology
WNS Holdings LTD.	$28,961,977	$28,961,977 ▲	New Holding	573,164	2.7%	COM SHS
VC Visteon	$24,836,292	$1,758,858 ▼	-6.6%	211,175	2.3%	Auto/Tires/Trucks
SHOO Steven Madden	$23,762,121	$13,779,432 ▼	-36.7%	562,018	2.2%	Consumer Discretionary
KFY Korn Ferry	$22,831,543	$8,497,178 ▲	59.3%	347,195	2.1%	Industrials
NVEE NV5 Global	$21,782,330	$2,561,981 ▼	-10.5%	222,246	2.0%	Business Services
FN Fabrinet	$21,570,773	$9,634,349 ▼	-30.9%	114,119	2.0%	Computer and Technology
LMB Limbach	$20,190,800	$20,190,800 ▲	New Holding	487,465	1.9%	Construction
CMCO Columbus McKinnon	$19,894,001	$2,677,131 ▼	-11.9%	445,754	1.8%	Industrial Products
HURN Huron Consulting Group	$17,155,847	$4,167,221 ▲	32.1%	177,560	1.6%	Business Services
PRMW Primo Water	$16,978,640	$9,789,605 ▲	136.2%	932,380	1.6%	Utilities
HASI Hannon Armstrong Sustainable Infrastructure Capital	$16,385,550	$12,227,194 ▼	-42.7%	576,956	1.5%	Finance
FORM FormFactor	$15,967,990	$1,567,619 ▼	-8.9%	349,945	1.5%	Computer and Technology
DFIN Donnelley Financial Solutions	$15,587,144	$15,587,144 ▲	New Holding	251,365	1.4%	Computer and Technology
AY Atlantica Sustainable Infrastructure	$15,373,586	$8,579,192 ▼	-35.8%	831,904	1.4%	Oils/Energy
ACLS Axcelis Technologies	$12,453,438	$7,246,569 ▲	139.2%	111,670	1.1%	Computer and Technology
MGRC McGrath RentCorp	$12,442,481	$19,076,703 ▼	-60.5%	100,855	1.1%	Finance
MTH Meritage Homes	$12,380,458	$23,047,549 ▼	-65.1%	70,560	1.1%	Construction
TGLS Tecnoglass	$9,948,656	$983,887 ▼	-9.0%	191,210	0.9%	Retail/Wholesale
UMBF UMB Financial	$9,700,255	$9,700,255 ▲	New Holding	111,510	0.9%	Finance
CVCO Cavco Industries	$7,203,033	$1,374,762 ▼	-16.0%	18,050	0.7%	Construction
OXM Oxford Industries	$6,349,476	$553,008 ▼	-8.0%	56,490	0.6%	Consumer Discretionary
PCRX Pacira BioSciences	$4,435,888	$448,819 ▼	-9.2%	151,810	0.4%	Medical
IWM iShares Russell 2000 ETF	$2,367,978	$2,367,978 ▲	New Holding	11,260	0.2%	Finance
WNS WNS	$0	$39,385,102 ▼	-100.0%	0	0.0%	Business Services
AMN AMN Healthcare Services	$0	$12,811,444 ▼	-100.0%	0	0.0%	Medical
YETI YETI	$0	$6,180,720 ▼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Neumeier Poma Investment Counsel LLC Top Holdings and 13F Report (2024)

About Neumeier Poma Investment Counsel LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Neumeier Poma Investment Counsel LLC Top Holdings and 13F Report (2024)

About Neumeier Poma Investment Counsel LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNeumeier Poma Investment Counsel LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information