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Entity | Shares/Amount Change | Position Value Change |
MOD |
+462,330 | +$27,601 | HURN |
+134,430 | +$13,819 | PRMW |
+394,785 | +$5,942 |
Entity | Shares/Amount Change | Position Value Change |
INMD |
-957,305 | -$29,160 | HRMY |
-595,490 | -$19,514 | FOXF |
-157,260 | -$15,581 | NEP |
-481,640 | -$14,305 | HCCI |
-170,485 | -$7,731 | CLFD |
-254,140 | -$7,284 | IWM |
-4,440 | -$785 |
Entity | Shares/Amount Change | Position Value Change |
HASI |
+480,260 | +$16,610 | CLS |
+317,475 | +$13,040 | LKFN |
+245,825 | +$21,357 | CCS |
+106,725 | +$17,778 | WNS |
+100,850 | +$3,626 | MYRG |
+94,230 | +$15,179 | MTH |
+59,185 | +$17,705 | SHOO |
+58,920 | +$10,955 | MGRC |
+58,740 | +$10,839 | SKY |
+55,590 | +$8,266 |
Entity | Shares/Amount Change | Position Value Change |
TGLS |
-210,190 | -$4,248 | AMN |
-192,110 | -$18,127 | YETI |
-163,825 | -$7,474 | PCRX |
-98,450 | -$2,509 | OXM |
-72,510 | -$6,733 | FIX |
-71,605 | -$1,143 | FSS |
-64,235 | +$5,784 | FN |
-49,025 | -$4,255 | DY |
-37,590 | +$5,289 |
Size ($ in 1000's)
At 12/31/2023: $1,122,482 At 09/30/2023: $1,024,244
Neumeier Poma Investment Counsel LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Neumeier Poma Investment Counsel LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Neumeier Poma Investment Counsel LLC to be as follows, presented in the
table below with each row detailing each Neumeier Poma Investment Counsel LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Neumeier Poma Investment Counsel LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Neumeier Poma Investment Counsel LLC as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
Comfort Systems USA Inc. |
313,636 |
-71,605 |
$64,506 | FIX | 313,636 | -71,605 | $64,506 | OSI Systems Inc. |
381,770 |
+12,570 |
$49,267 | OSIS | 381,770 | +12,570 | $49,267 | CBIZ Inc. |
765,855 |
+44,700 |
$47,935 | CBZ | 765,855 | +44,700 | $47,935 | ICF International Inc. |
332,025 |
-3,980 |
$44,521 | ICFI | 332,025 | -3,980 | $44,521 | Federal Signal Corp. |
565,611 |
-64,235 |
$43,405 | FSS | 565,611 | -64,235 | $43,405 | Alamo Group Inc. |
198,926 |
-1,485 |
$41,812 | ALG | 198,926 | -1,485 | $41,812 | Veeco Instruments Inc. |
1,323,010 |
-6,625 |
$41,053 | VECO | 1,323,010 | -6,625 | $41,053 | Century Communities Inc. |
437,266 |
+106,725 |
$39,852 | CCS | 437,266 | +106,725 | $39,852 | WNS Holdings LTD. |
623,182 |
+100,850 |
$39,385 | WNS | 623,182 | +100,850 | $39,385 | Dycom Industries Inc. |
330,955 |
-37,590 |
$38,090 | DY | 330,955 | -37,590 | $38,090 | Tetra Tech Inc. |
226,353 |
+195 |
$37,785 | TTEK | 226,353 | +195 | $37,785 | Steven Madden LTD. |
887,927 |
+58,920 |
$37,293 | SHOO | 887,927 | +58,920 | $37,293 | Interdigital Inc. |
337,100 |
-30,050 |
$36,589 | IDCC | 337,100 | -30,050 | $36,589 | MYR Group Inc. |
251,307 |
+94,230 |
$36,347 | MYRG | 251,307 | +94,230 | $36,347 | Lakeland Financial Corp. |
547,457 |
+245,825 |
$35,672 | LKFN | 547,457 | +245,825 | $35,672 | Meritage Homes Corp. |
201,915 |
+59,185 |
$35,174 | MTH | 201,915 | +59,185 | $35,174 | Exlservice Holdings Inc. |
1,108,815 |
-24,910 |
$34,207 | EXLS | 1,108,815 | -24,910 | $34,207 | Skyline Champion Corp. |
448,225 |
+55,590 |
$33,285 | SKY | 448,225 | +55,590 | $33,285 | Celestica Inc. |
1,104,055 |
+317,475 |
$32,327 | CLS | 1,104,055 | +317,475 | $32,327 | Fabrinet |
165,089 |
-49,025 |
$31,421 | FN | 165,089 | -49,025 | $31,421 | McGrath RentCorp |
255,485 |
+58,740 |
$30,561 | MGRC | 255,485 | +58,740 | $30,561 | Crane NXT Co. |
537,190 |
+5,745 |
$30,550 | CXT | 537,190 | +5,745 | $30,550 | Visteon Corp. |
226,130 |
+27,150 |
$28,244 | VC | 226,130 | +27,150 | $28,244 | Atlantica Sustainable Infrastructure |
1,296,146 |
-28,130 |
$27,867 | AY | 1,296,146 | -28,130 | $27,867 | Hannon Armstrong Sustainable Infrastructure Capital Inc. |
1,007,491 |
+480,260 |
$27,787 | HASI | 1,007,491 | +480,260 | $27,787 | Modine Manufacturing Co. |
462,330 |
+462,330 |
$27,601 | MOD | 462,330 | +462,330 | $27,601 | NV5 Global Inc. |
248,386 |
-6,880 |
$27,601 | NVEE | 248,386 | -6,880 | $27,601 | Columbus McKinnon Corp. |
505,739 |
-5,595 |
$19,734 | CMCO | 505,739 | -5,595 | $19,734 | FormFactor Inc. |
384,300 |
-10,675 |
$16,029 | FORM | 384,300 | -10,675 | $16,029 | Huron Consulting Group Inc. |
134,430 |
+134,430 |
$13,819 | HURN | 134,430 | +134,430 | $13,819 | Korn Ferry |
217,980 |
-32,225 |
$12,937 | KFY | 217,980 | -32,225 | $12,937 | AMN Healthcare Services Inc. |
171,093 |
-192,110 |
$12,811 | AMN | 171,093 | -192,110 | $12,811 | Tecnoglass Inc. |
210,120 |
-210,190 |
$9,605 | TGLS | 210,120 | -210,190 | $9,605 | Cavco Industries Inc. |
21,495 |
-35,085 |
$7,451 | CVCO | 21,495 | -35,085 | $7,451 | YETI Holdings Inc. |
119,365 |
-163,825 |
$6,181 | YETI | 119,365 | -163,825 | $6,181 | Oxford Industries Inc. |
61,410 |
-72,510 |
$6,141 | OXM | 61,410 | -72,510 | $6,141 | Axcelis Technologies Inc. |
46,690 |
-24,895 |
$6,055 | ACLS | 46,690 | -24,895 | $6,055 | Primo Water Corp. |
394,785 |
+394,785 |
$5,942 | PRMW | 394,785 | +394,785 | $5,942 | Pacira Biosciences Inc. |
167,170 |
-98,450 |
$5,640 | PCRX | 167,170 | -98,450 | $5,640 | Clearfield Inc. |
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$0 (exited) | CLFD | 0 | -254,140 | $0 | Fox Factory Holding Corp. |
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$0 (exited) | FOXF | 0 | -157,260 | $0 | Heritage Crystal Clean Inc. |
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$0 (exited) | HCCI | 0 | -170,485 | $0 | Harmony Biosciences Holdings Inc. |
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$0 (exited) | HRMY | 0 | -595,490 | $0 | Inmode LTD. |
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$0 (exited) | INMD | 0 | -957,305 | $0 | iShares Russell 2000 ETF |
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$0 (exited) | IWM | 0 | -4,440 | $0 | NextEra Energy Partners LP |
0 |
-481,640 |
$0 (exited) | NEP | 0 | -481,640 | $0 |
See Summary: Neumeier Poma Investment Counsel LLC Top Holdings
See Details: Top 10 Stocks Held By Neumeier Poma Investment Counsel LLC
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