Neumeier Poma Investment Counsel LLC Portfolio Holdings by Sector
Neumeier Poma Investment Counsel LLC
- $1.06 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Engineering & Construction | Industrials
DY LMB TTEK FIX NVEE MYRG 6 stocks |
$182,427
17.2% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
CCS SKY MTH CVCO 4 stocks |
$112,905
10.64% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
OSIS FN 2 stocks |
$72,949
6.88% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CR 1 stocks |
$66,445
6.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
UMBF LKFN 2 stocks |
$65,369
6.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
ICFI HURN 2 stocks |
$61,220
5.77% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
EXLS 1 stocks |
$40,193
3.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
IDCC 1 stocks |
$39,818
3.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
VECO ACLS 2 stocks |
$35,179
3.32% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$33,427
3.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
FORM SIMO 2 stocks |
$30,764
2.9% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CBZ 1 stocks |
$29,957
2.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD VC 2 stocks |
$29,900
2.82% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
TGLS 1 stocks |
$29,307
2.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PRMW 1 stocks |
$27,610
2.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
ALG CMCO 2 stocks |
$24,630
2.32% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
KFY 1 stocks |
$24,613
2.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
SHOO 1 stocks |
$24,019
2.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
BLBD 1 stocks |
$23,277
2.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
GOLF OSW 2 stocks |
$22,534
2.12% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
DFIN 1 stocks |
$21,666
2.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
HASI 1 stocks |
$20,482
1.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
ATGE 1 stocks |
$19,219
1.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
AY 1 stocks |
$13,503
1.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
MGRC 1 stocks |
$9,491
0.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|