Neumeier Poma Investment Counsel LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Crane Holdings, Co. with a value of $66.4M, Dycom Industries Inc with a value of $55.4M, Osi Systems Inc with a value of $46.8M, Limbach Holdings, Inc. with a value of $40.3M, and Exl Service Holdings, Inc. with a value of $40.2M.

Examining the 13F form we can see an decrease of $29.5M in the current position value, from $1.09B to 1.06B.

Below you can find more details about Neumeier Poma Investment Counsel LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.06 Billion
Industrials: $432 Million
Consumer Cyclical: $213 Million
Technology: $179 Million
Financial Services: $87 Million
Consumer Defensive: $46.8 Million
Communication Services: $39.8 Million
Basic Materials: $29.3 Million
Real Estate: $20.5 Million
Other: $13.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $1.06 Billion
  • Prior Value $1.09 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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