NEUMEIER POMA INVESTMENT COUNSEL LLC 13F Portfolio
NEUMEIER POMA INVESTMENT COUNSEL LLC runs NEUMEIER POMA INVESTMENT COUNSEL LLC and currently holds 42 stock positions, which is fewer than the average of 231 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 #200 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%.
Portfolio Value
$1.46B
Alpha Score
92.5
#200 of 1000
Holdings
42
NEUMEIER POMA INVESTMENT COUNSEL LLC Current 13F Holdings
Reported holdings from NEUMEIER POMA INVESTMENT COUNSEL LLC's latest SEC 13F filing, ranked by portfolio weight.
42 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DY Dycom Industries Inc. | 4.18% | $104.22 | $269.21 | +158.30% | Trimmed -9.89% |
 HASI Hannon Armstrong Sustainable Infrastructure Capital Inc. | 4.17% | $28.96 | $36.49 | +26.00% | Added +1.76% |
 SIMO Silicon Motion Technology Corp. | 4.03% | $70.20 | $263.90 | +275.93% | Trimmed -58.80% |
 UMBF UMB Financial Corp. | 4.01% | $99.85 | $130.30 | +30.50% | Added +1.71% |
 FSS Federal Signal Corp. | 3.55% | $66.72 | $113.66 | +70.35% | Added +37.01% |
 SKY Champion Homes Inc. | 3.52% | $75.05 | $79.61 | +6.08% | Added +22.73% |
 BLBD Blue Bird Corp. | 3.50% | $51.35 | $56.29 | +9.62% | Added +3.57% |
 MYRG MYR Group Inc. | 3.42% | $154.52 | $311.63 | +101.68% | Trimmed -38.42% |
 SHOO Steven Madden LTD. | 3.42% | $35.02 | $44.30 | +26.50% | Added +6.32% |
 OSIS OSI Systems Inc. | 3.33% | $105.49 | $194.91 | +84.77% | Added +16.24% |
Showing 1-10 of 42