Neumeier Poma Investment Counsel LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Neumeier Poma Investment Counsel LLC reported 42 stock positions worth $1.1 billion. Its top holding was Veeco Instruments (VECO) at 5.2% of the portfolio, followed by Dycom Industries (DY, 4.8%) and Cbiz (CBZ, 4.5%). Compared with Q1 2024, it opened 4 new positions, sold out of 3, added to 9 and reduced 29. The biggest buy was a new position in Acushnet (GOLF) and the biggest sale Comfort Systems USA (FIX, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, CA
- CIK
- 0001044936
- Portfolio Value
- $1.1B (Q2 2024)
- SEC Filing
- 0001104659-24-088565 ↗ filed Aug 13, 2024
Holdings Value
Holdings 42 stocks · $1.1B
| VECO Veeco Instruments Inc. | 5.21% | 1,218,960 | $56.9M | Reduce -1.4% |
| DY Dycom Industries Inc. | 4.80% | 310,490 | $52.4M | Reduce -2.4% |
| CBZ Cbiz Inc. | 4.49% | 662,240 | $49.1M | Reduce -3.6% |
| OSIS Osi Systems Inc. | 4.26% | 338,730 | $46.6M | Reduce -3.0% |
| ICFI Icf International Inc. | 3.81% | 280,095 | $41.6M | Reduce -6.8% |
| FSS Federal Signal Corp. | 3.78% | 494,081 | $41.3M | Reduce -3.1% |
| TTEK Tetra Tech Inc. | 3.75% | 200,571 | $41.0M | Reduce -3.3% |
| EXLS Exlservice Holdings Inc. | 3.33% | 1,158,455 | $36.3M | Reduce -7.8% |
| IDCC Interdigital Inc. | 3.31% | 309,770 | $36.1M | Reduce -3.5% |
| LKFN Lakeland Financial Corp. | 3.03% | 538,735 | $33.1M | Reduce -2.4% |
| CCS Century Communities Inc. | 2.91% | 389,588 | $31.8M | Reduce -2.5% |
| FIX Comfort Systems USA Inc. | 2.82% | 101,355 | $30.8M | Reduce -43.4% |
| CXT Crane NXT Co. | 2.71% | 481,980 | $29.6M | Reduce -2.5% |
| MYRG MYR Group Inc./Delaware | 2.63% | 211,529 | $28.7M | Reduce -7.5% |
| LMB Limbach Holdings Inc. | 2.49% | 478,270 | $27.2M | Reduce -1.9% |
| SKY Champion Homes Inc. filed as SKYLINE CHAMPION CORPORATION | 2.45% | 394,825 | $26.7M | Reduce -2.5% |
| CLS Celestica Inc. | 2.45% | 466,165 | $26.7M | Reduce -29.4% |
| PRMW Primo Water Corp. | 2.39% | 1,192,945 | $26.1M | Add +27.9% |
| HURN Huron Consulting Group Inc. | 2.37% | 262,430 | $25.8M | Add +47.8% |
| ALG Alamo Group Inc. | 2.36% | 148,766 | $25.7M | Reduce -16.9% |
| ACLS Axcelis Technologies Inc. | 2.24% | 172,405 | $24.5M | Add +54.4% |
| KFY Korn Ferry | 2.19% | 356,605 | $23.9M | Add +2.7% |
| FORM Formfactor Inc. | 2.18% | 393,755 | $23.8M | Add +12.5% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 2.11% | 545,766 | $23.1M | Reduce -2.9% |
| VC Visteon Corp. | 2.01% | 205,320 | $21.9M | Reduce -2.8% |
| DFIN Donnelley Financial Solution | 1.98% | 362,210 | $21.6M | Add +44.1% |
| FN Fabrinet | 1.90% | 84,732 | $20.7M | Reduce -25.8% |
| TGLS Tecnoglass Holdings Inc. | 1.87% | 406,235 | $20.4M | Add +112.5% |
| NVEE NV5 Global Inc. | 1.84% | 216,641 | $20.1M | Reduce -2.5% |
| MOD Modine Manufacturing Co. | 1.80% | 195,855 | $19.6M | Reduce -37.9% |
| GOLF Acushnet Holdings Corp. | 1.62% | 278,780 | $17.7M | New |
| SIMO Silicon Motion Technol-ADR | 1.58% | 212,945 | $17.2M | New |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 1.57% | 578,191 | $17.1M | Add +0.2% |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 1.42% | 295,614 | $15.5M | Reduce -48.4% |
| AY Atlantica Sustainable Infras | 1.42% | 704,374 | $15.5M | Reduce -15.3% |
| CMCO Columbus McKinnon Corp. | 1.38% | 436,059 | $15.1M | Reduce -2.2% |
| UMBF Umb Financial Corp. | 1.26% | 164,855 | $13.8M | Add +47.8% |
| WIRE Encore Wire Corp. | 1.01% | 38,110 | $11.0M | New |
| MTH Meritage Homes Corp. | 1.00% | 67,820 | $11.0M | Reduce -3.9% |
| MGRC McGrath Rentcorp | 0.91% | 92,975 | $9.9M | Reduce -7.8% |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 0.82% | 130,580 | $8.9M | New |
| CVCO Cavco Industries Inc. | 0.56% | 17,585 | $6.1M | Reduce -2.6% |
Portfolio Sells Q1 2024 → Q2 2024
| FIX Comfort Systems USA Inc. | Reduce -43.4% | 2.82% | −2.39 |
| ALG Alamo Group Inc. | Reduce -16.9% | 2.36% | −1.39 |
| WNS WNS Holdings Ltd. | Reduce -48.4% | 1.42% | −1.24 |
| MYRG MYR Group Inc./Delaware | Reduce -7.5% | 2.63% | −1.08 |
| MOD Modine Manufacturing Co. | Reduce -37.9% | 1.80% | −0.96 |
| SKY Champion Homes Inc. | Reduce -2.5% | 2.45% | −0.71 |
| CCS Century Communities Inc. | Reduce -2.5% | 2.91% | −0.62 |
| OXM Oxford Industries Inc. | Sold out | 0.00% | −0.58 |
| CBZ Cbiz Inc. | Reduce -3.6% | 4.49% | −0.45 |
| CMCO Columbus McKinnon Corp. | Reduce -2.2% | 1.38% | −0.45 |
| PCRX Pacira Biosciences Inc. | Sold out | 0.00% | −0.41 |
| ICFI Icf International Inc. | Reduce -6.8% | 3.81% | −0.35 |
| EXLS Exlservice Holdings Inc. | Reduce -7.8% | 3.33% | −0.34 |
| LKFN Lakeland Financial Corp. | Reduce -2.4% | 3.03% | −0.32 |
| OSIS Osi Systems Inc. | Reduce -3.0% | 4.26% | −0.31 |
| CLS Celestica Inc. | Reduce -29.4% | 2.45% | −0.27 |
| VC Visteon Corp. | Reduce -2.8% | 2.01% | −0.27 |
| MGRC McGrath Rentcorp | Reduce -7.8% | 0.91% | −0.23 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.22 |
| FSS Federal Signal Corp. | Reduce -3.1% | 3.78% | −0.18 |
| NVEE NV5 Global Inc. | Reduce -2.5% | 1.84% | −0.15 |
| MTH Meritage Homes Corp. | Reduce -3.9% | 1.00% | −0.13 |
| CVCO Cavco Industries Inc. | Reduce -2.6% | 0.56% | −0.10 |
| CXT Crane NXT Co. | Reduce -2.5% | 2.71% | −0.09 |
| FN Fabrinet | Reduce -25.8% | 1.90% | −0.08 |
| SHOO Steven Madden Ltd. | Reduce -2.9% | 2.11% | −0.07 |
| AY Atlantica Sustainable Infras | Reduce -15.3% | 1.42% | +0.01 |
| IDCC Interdigital Inc. | Reduce -3.5% | 3.31% | +0.17 |
| TTEK Tetra Tech Inc. | Reduce -3.3% | 3.75% | +0.24 |
| DY Dycom Industries Inc. | Reduce -2.4% | 4.80% | +0.61 |
| LMB Limbach Holdings Inc. | Reduce -1.9% | 2.49% | +0.64 |
| VECO Veeco Instruments Inc. | Reduce -1.4% | 5.21% | +1.23 |
Portfolio Buys Q1 2024 → Q2 2024
| GOLF Acushnet Holdings Corp. | New | 1.62% | +1.62 |
| SIMO Silicon Motion Technol-ADR | New | 1.58% | +1.58 |
| ACLS Axcelis Technologies Inc. | Add +54.4% | 2.24% | +1.10 |
| WIRE Encore Wire Corp. | New | 1.01% | +1.01 |
| TGLS Tecnoglass Holdings Inc. | Add +112.5% | 1.87% | +0.95 |
| PRMW Primo Water Corp. | Add +27.9% | 2.39% | +0.83 |
| CVSA Covista Inc. | New | 0.82% | +0.82 |
| HURN Huron Consulting Group Inc. | Add +47.8% | 2.37% | +0.79 |
| FORM Formfactor Inc. | Add +12.5% | 2.18% | +0.72 |
| DFIN Donnelley Financial Solution | Add +44.1% | 1.98% | +0.55 |
| UMBF Umb Financial Corp. | Add +47.8% | 1.26% | +0.37 |
| KFY Korn Ferry | Add +2.7% | 2.19% | +0.10 |
| HASI Ha Sustainable Infrastructur | Add +0.2% | 1.57% | +0.06 |
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 |