NEUMEIER POMA INVESTMENT COUNSEL LLC
NEUMEIER POMA INVESTMENT COUNSEL LLC runs NEUMEIER POMA INVESTMENT COUNSEL LLC and currently holds 42 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.46B. Their top holdings are DY, HASI, SIMO, UMBF, FSS. The top five represent 19.9% of reported portfolio weight. NEUMEIER POMA INVESTMENT COUNSEL LLC ranks #199 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NEUMEIER POMA INVESTMENT COUNSEL LLC initiated 1 new position. They added to 26 existing positions. They trimmed 13 positions. Their current best-performing preview position is SIMO with returns of +196.85%.
42 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
DY Dycom Industries Inc. | 4.18% | $104.22 | $393.02 | +277.10% | Trimmed -9.89% |
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc. | 4.17% | $28.96 | $39.51 | +36.43% | Added +1.76% |
SIMO Silicon Motion Technology Corp. | 4.03% | $70.20 | $258.36 | +268.03% | Trimmed -58.80% |
UMBF UMB Financial Corp. | 4.01% | $99.85 | $145.14 | +45.36% | Added +1.71% |
FSS Federal Signal Corp. | 3.55% | $66.72 | $122.62 | +83.78% | Added +37.01% |
SKY Champion Homes Inc. | 3.52% | $75.05 | $90.29 | +20.30% | Added +22.73% |
BLBD Blue Bird Corp. | 3.50% | $51.35 | $61.89 | +20.53% | Added +3.57% |
MYRG MYR Group Inc. | 3.42% | $154.52 | $310.87 | +101.18% | Trimmed -38.42% |
SHOO Steven Madden LTD. | 3.42% | $35.02 | $46.08 | +31.58% | Added +6.32% |
OSIS OSI Systems Inc. | 3.33% | $105.49 | $206.73 | +95.97% | Added +16.24% |
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