Neumeier Poma Investment Counsel LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Neumeier Poma Investment Counsel LLC reported 41 stock positions worth $1.1 billion. Its top holding was Comfort Systems USA (FIX) at 5.2% of the portfolio, followed by Cbiz (CBZ, 4.9%) and Osi Systems (OSIS, 4.6%). Compared with Q4 2023, it opened 4 new positions, sold out of 2, added to 6 and reduced 31. The biggest buy was a new position in Limbach (LMB) and the biggest sale Meritage Homes (MTH, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, CA
- CIK
- 0001044936
- Portfolio Value
- $1.1B (Q1 2024)
- SEC Filing
- 0001104659-24-060118 ↗ filed May 13, 2024
Holdings Value
Holdings 41 stocks · $1.1B
| FIX Comfort Systems USA Inc. | 5.21% | 178,911 | $56.8M | Reduce -43.0% |
| CBZ Cbiz Inc. | 4.95% | 687,115 | $53.9M | Reduce -10.3% |
| OSIS Osi Systems Inc. | 4.57% | 349,295 | $49.9M | Reduce -8.5% |
| DY Dycom Industries Inc. | 4.19% | 318,200 | $45.7M | Reduce -3.9% |
| ICFI Icf International Inc. | 4.15% | 300,590 | $45.3M | Reduce -9.5% |
| VECO Veeco Instruments Inc. | 3.99% | 1,235,915 | $43.5M | Reduce -6.6% |
| FSS Federal Signal Corp. | 3.97% | 509,866 | $43.3M | Reduce -9.9% |
| ALG Alamo Group Inc. | 3.75% | 178,921 | $40.9M | Reduce -10.1% |
| MYRG MYR Group Inc./Delaware | 3.71% | 228,647 | $40.4M | Reduce -9.0% |
| EXLS Exlservice Holdings Inc. | 3.67% | 1,256,850 | $40.0M | Add +13.3% |
| CCS Century Communities Inc. | 3.53% | 399,368 | $38.5M | Reduce -8.7% |
| TTEK Tetra Tech Inc. | 3.51% | 207,401 | $38.3M | Reduce -8.4% |
| LKFN Lakeland Financial Corp. | 3.36% | 551,980 | $36.6M | Add +0.8% |
| SKY Champion Homes Inc. filed as SKYLINE CHAMPION CORPORATION | 3.16% | 405,000 | $34.4M | Reduce -9.6% |
| IDCC Interdigital Inc. | 3.13% | 320,925 | $34.2M | Reduce -4.8% |
| CXT Crane NXT Co. | 2.80% | 494,075 | $30.6M | Reduce -8.0% |
| MOD Modine Manufacturing Co. | 2.75% | 315,360 | $30.0M | Reduce -31.8% |
| CLS Celestica Inc. | 2.72% | 660,315 | $29.7M | Reduce -40.2% |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 2.66% | 573,164 | $29.0M | Reduce -8.0% |
| VC Visteon Corp. | 2.28% | 211,175 | $24.8M | Reduce -6.6% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 2.18% | 562,018 | $23.8M | Reduce -36.7% |
| KFY Korn Ferry | 2.09% | 347,195 | $22.8M | Add +59.3% |
| NVEE NV5 Global Inc. | 2.00% | 222,246 | $21.8M | Reduce -10.5% |
| FN Fabrinet | 1.98% | 114,119 | $21.6M | Reduce -30.9% |
| LMB Limbach Holdings Inc. | 1.85% | 487,465 | $20.2M | New |
| CMCO Columbus McKinnon Corp. | 1.82% | 445,754 | $19.9M | Reduce -11.9% |
| HURN Huron Consulting Group Inc. | 1.57% | 177,560 | $17.2M | Add +32.1% |
| PRMW Primo Water Corp. | 1.56% | 932,380 | $17.0M | Add +136.2% |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 1.50% | 576,956 | $16.4M | Reduce -42.7% |
| FORM Formfactor Inc. | 1.46% | 349,945 | $16.0M | Reduce -8.9% |
| DFIN Donnelley Financial Solution | 1.43% | 251,365 | $15.6M | New |
| AY Atlantica Sustainable Infras | 1.41% | 831,904 | $15.4M | Reduce -35.8% |
| ACLS Axcelis Technologies Inc. | 1.14% | 111,670 | $12.5M | Add +139.2% |
| MGRC McGrath Rentcorp | 1.14% | 100,855 | $12.4M | Reduce -60.5% |
| MTH Meritage Homes Corp. | 1.14% | 70,560 | $12.4M | Reduce -65.0% |
| TGLS Tecnoglass Holdings Inc. | 0.91% | 191,210 | $9.9M | Reduce -9.0% |
| UMBF Umb Financial Corp. | 0.89% | 111,510 | $9.7M | New |
| CVCO Cavco Industries Inc. | 0.66% | 18,050 | $7.2M | Reduce -16.0% |
| OXM Oxford Industries Inc. | 0.58% | 56,490 | $6.3M | Reduce -8.0% |
| PCRX Pacira Biosciences Inc. | 0.41% | 151,810 | $4.4M | Reduce -9.2% |
| IWM iShares Russell 2000 ETF | 0.22% | 11,260 | $2.4M | New |
Portfolio Sells Q4 2023 → Q1 2024
| MTH Meritage Homes Corp. | Reduce -65.0% | 1.14% | −2.00 |
| MGRC McGrath Rentcorp | Reduce -60.5% | 1.14% | −1.58 |
| SHOO Steven Madden Ltd. | Reduce -36.7% | 2.18% | −1.14 |
| AMN Amn Healthcare Services Inc. | Sold out | 0.00% | −1.14 |
| AY Atlantica Sustainable Infras | Reduce -35.8% | 1.41% | −1.07 |
| HASI Ha Sustainable Infrastructur | Reduce -42.7% | 1.50% | −0.97 |
| WNS WNS Holdings Ltd. | Reduce -8.0% | 2.66% | −0.85 |
| FN Fabrinet | Reduce -30.9% | 1.98% | −0.82 |
| YETI Yeti Holdings Inc. | Sold out | 0.00% | −0.55 |
| FIX Comfort Systems USA Inc. | Reduce -43.0% | 5.21% | −0.53 |
| NVEE NV5 Global Inc. | Reduce -10.5% | 2.00% | −0.46 |
| VC Visteon Corp. | Reduce -6.6% | 2.28% | −0.24 |
| CLS Celestica Inc. | Reduce -40.2% | 2.72% | −0.16 |
| IDCC Interdigital Inc. | Reduce -4.8% | 3.13% | −0.13 |
| PCRX Pacira Biosciences Inc. | Reduce -9.2% | 0.41% | −0.10 |
| CCS Century Communities Inc. | Reduce -8.7% | 3.53% | −0.02 |
| CVCO Cavco Industries Inc. | Reduce -16.0% | 0.66% | −0.00 |
| ALG Alamo Group Inc. | Reduce -10.1% | 3.75% | +0.02 |
| OXM Oxford Industries Inc. | Reduce -8.0% | 0.58% | +0.04 |
| FORM Formfactor Inc. | Reduce -8.9% | 1.46% | +0.04 |
| TGLS Tecnoglass Holdings Inc. | Reduce -9.0% | 0.91% | +0.06 |
| CMCO Columbus McKinnon Corp. | Reduce -11.9% | 1.82% | +0.07 |
| CXT Crane NXT Co. | Reduce -8.0% | 2.80% | +0.08 |
| FSS Federal Signal Corp. | Reduce -9.9% | 3.97% | +0.10 |
| TTEK Tetra Tech Inc. | Reduce -8.4% | 3.51% | +0.15 |
| OSIS Osi Systems Inc. | Reduce -8.5% | 4.57% | +0.19 |
| ICFI Icf International Inc. | Reduce -9.5% | 4.15% | +0.19 |
| SKY Champion Homes Inc. | Reduce -9.6% | 3.16% | +0.19 |
| MOD Modine Manufacturing Co. | Reduce -31.8% | 2.75% | +0.29 |
| VECO Veeco Instruments Inc. | Reduce -6.6% | 3.99% | +0.33 |
| MYRG MYR Group Inc./Delaware | Reduce -9.0% | 3.71% | +0.47 |
| CBZ Cbiz Inc. | Reduce -10.3% | 4.95% | +0.68 |
| DY Dycom Industries Inc. | Reduce -3.9% | 4.19% | +0.79 |
Portfolio Buys Q4 2023 → Q1 2024
| LMB Limbach Holdings Inc. | New | 1.85% | +1.85 |
| DFIN Donnelley Financial Solution | New | 1.43% | +1.43 |
| PRMW Primo Water Corp. | Add +136.2% | 1.56% | +1.03 |
| KFY Korn Ferry | Add +59.3% | 2.09% | +0.94 |
| UMBF Umb Financial Corp. | New | 0.89% | +0.89 |
| EXLS Exlservice Holdings Inc. | Add +13.3% | 3.67% | +0.62 |
| ACLS Axcelis Technologies Inc. | Add +139.2% | 1.14% | +0.60 |
| HURN Huron Consulting Group Inc. | Add +32.1% | 1.57% | +0.34 |
| IWM iShares Russell 2000 ETF | New | 0.22% | +0.22 |
| LKFN Lakeland Financial Corp. | Add +0.8% | 3.36% | +0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 42 | $1.5B | DY, HASI, SIMO, UMBF, FSS |
| Q1 2026 | 41 | $1.2B | HASI, OSIS, FN, TTMI, SIMO |
| Q4 2025 | 43 | $1.2B | TSEM, OSIS, HURN, DY, SIMO |
| Q3 2025 | 41 | $1.2B | TSEM, CVSA, DY, OSIS, SIMO |
| Q2 2025 | 41 | $1.1B | CVSA, CLS, OSIS, EXLS, LMB |
| Q1 2025 | 46 | $929.9M | EXLS, OSIS, CVSA, IDCC, HURN |
| Q4 2024 | 43 | $1.0B | EXLS, OSIS, DY, IDCC, LMB |
| Q3 2024 | 43 | $1.0B | DY, OSIS, LMB, EXLS, IDCC |
| Q2 2024 | 42 | $1.1B | VECO, DY, CBZ, OSIS, ICFI |
| Q1 2024 | 41 | $1.1B | FIX, CBZ, OSIS, DY, ICFI |