Neumeier Poma Investment Counsel LLC Top Holdings and 13F Report (2024) About Neumeier Poma Investment Counsel LLCInvestment ActivityNeumeier Poma Investment Counsel LLC has $1.05 billion in total holdings as of September 30, 2024.Neumeier Poma Investment Counsel LLC owns shares of 43 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 11.33% of the portfolio was purchased this quarter.About 18.83% of the portfolio was sold this quarter.This quarter, Neumeier Poma Investment Counsel LLC has purchased 42 new stocks and bought additional shares in 11 stocks.Neumeier Poma Investment Counsel LLC sold shares of 30 stocks and completely divested from 1 stock this quarter.Largest Holdings Dycom Industries $55,508,288OSI Systems $46,811,315Limbach $40,306,214ExlService $40,193,123InterDigital $39,801,571 Largest New Holdings this Quarter Blue Bird $23,277,626 HoldingOneSpaWorld $6,426,022 Holding Largest Purchases this Quarter Tetra Tech 546,314 shares (about $25.76M)Blue Bird 485,355 shares (about $23.28M)UMB Financial 154,885 shares (about $16.28M)Meritage Homes 74,880 shares (about $15.36M)Adtalem Global Education 124,115 shares (about $9.37M) Largest Sales this Quarter Comfort Systems USA 47,654 shares (about $18.60M)Veeco Instruments 487,825 shares (about $16.16M)CBIZ 217,040 shares (about $14.60M)Visteon 139,450 shares (about $13.28M)Federal Signal 136,296 shares (about $12.74M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNeumeier Poma Investment Counsel LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDYDycom Industries$55,508,288$5,689,292 ▼-9.3%281,6255.3%ConstructionOSISOSI Systems$46,811,315$4,618,061 ▼-9.0%308,3144.5%Computer and TechnologyLMBLimbach$40,306,214$4,072,479 ▲11.2%532,0253.8%ConstructionEXLSExlService$40,193,123$4,001,935 ▼-9.1%1,053,5553.8%Business ServicesIDCCInterDigital$39,801,571$4,071,154 ▼-9.3%281,0253.8%Computer and TechnologyCCSCentury Communities$36,546,057$3,573,715 ▼-8.9%354,8853.5%ConstructionTTEKTetra Tech$35,223,097$25,764,169 ▲272.4%746,8853.4%Industrial ProductsICFIICF International$35,189,354$11,527,691 ▼-24.7%210,9803.4%Business ServicesSKYSkyline Champion$34,423,911$3,025,241 ▼-8.1%362,9303.3%ConstructionUMBFUMB Financial$33,607,871$16,279,962 ▲94.0%319,7403.2%FinanceFSSFederal Signal$33,438,586$12,738,224 ▼-27.6%357,7853.2%Multi-Sector ConglomeratesLKFNLakeland Financial$31,811,250$3,271,173 ▼-9.3%488,5023.0%FinanceCBZCBIZ$29,957,508$14,604,622 ▼-32.8%445,2002.9%Business ServicesTGLSTecnoglass$29,307,521$1,415,426 ▲5.1%426,8502.8%Retail/WholesaleMTHMeritage Homes$29,263,489$15,355,642 ▲110.4%142,7002.8%ConstructionPRMWPrimo Water$27,610,496$2,511,365 ▼-8.3%1,093,4852.6%UtilitiesFNFabrinet$26,120,000$6,085,966 ▲30.4%110,4722.5%Computer and TechnologyHURNHuron Consulting Group$26,032,563$2,493,578 ▼-8.7%239,4902.5%Business ServicesKFYKorn Ferry$24,600,094$2,230,866 ▼-8.3%326,9552.3%Business ServicesVECOVeeco Instruments$24,222,503$16,161,643 ▼-40.0%731,1352.3%Computer and TechnologySHOOSteven Madden$24,019,552$2,717,524 ▼-10.2%490,2952.3%Consumer DiscretionaryMODModine Manufacturing$23,627,325$2,380,261 ▼-9.2%177,9302.3%Auto/Tires/TrucksCXTCrane NXT$23,550,500$3,488,579 ▼-12.9%419,7952.2%Business ServicesBLBDBlue Bird$23,277,626$23,277,626 ▲New Holding485,3552.2%Auto/Tires/TrucksDFINDonnelley Financial Solutions$21,659,716$2,184,569 ▼-9.2%329,0252.1%Computer and TechnologyFIXComfort Systems USA$20,962,185$18,601,739 ▼-47.0%53,7012.0%ConstructionHASIHannon Armstrong Sustainable Infrastructure Capital$20,488,210$557,966 ▲2.8%594,3782.0%FinanceWNS Holdings LTD.$19,840,782$4,258,968 ▲27.3%376,4141.9%COM SHSATGEAdtalem Global Education$19,224,379$9,368,200 ▲95.0%254,6951.8%Consumer DiscretionaryFORMFormFactor$19,034,570$921,840 ▲5.1%413,7951.8%Computer and TechnologyNVEENV5 Global$18,227,291$2,024,309 ▼-10.0%194,9861.7%Business ServicesALGAlamo Group$17,315,357$9,481,863 ▼-35.4%96,1271.6%Industrial ProductsGOLFAcushnet$16,115,681$1,656,544 ▼-9.3%252,7951.5%Consumer DiscretionaryAYAtlantica Sustainable Infrastructure$13,503,369$1,978,771 ▼-12.8%614,3481.3%Oils/EnergyCVCOCavco Industries$12,683,184$5,152,584 ▲68.4%29,6171.2%ConstructionMYRGMYR Group$12,287,433$9,337,177 ▼-43.2%120,1941.2%UtilitiesCelestica Inc.$11,825,078$12,005,276 ▼-50.4%231,3201.1%COMSIMOSilicon Motion Technology$11,746,205$1,188,074 ▼-9.2%193,3851.1%Computer and TechnologyACLSAxcelis Technologies$10,958,398$7,118,267 ▼-39.4%104,5151.0%Computer and TechnologyMGRCMcGrath RentCorp$9,494,150$294,258 ▼-3.0%90,1800.9%FinanceCMCOColumbus McKinnon$7,311,744$8,386,380 ▼-53.4%203,1040.7%Industrial ProductsOSWOneSpaWorld$6,426,022$6,426,022 ▲New Holding389,2200.6%Consumer DiscretionaryVCVisteon$6,273,459$13,281,218 ▼-67.9%65,8700.6%Auto/Tires/TrucksWIREEncore Wire$0$11,045,421 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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