NEUMEIER POMA INVESTMENT COUNSEL LLC
CIK 1044936 · Holdings on Jun 30, 2024 · First reported Aug 13, 2024
Top ten holdings
Q2 2024- VECO5.21%
- DY4.80%
- CBZ4.49%
- OSIS4.26%
- ICFI3.81%
- FSS3.78%
- TTEK3.75%
- EXLS3.33%
- IDCC3.31%
- LKFN3.03%
Share classes counted separately39.77%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FIXWeight decreased · -2.39 pp5.21% → 2.82%Shares -77.56K (-43.35%)
- ALGWeight decreased · -1.39 pp3.75% → 2.36%Shares -30.16K (-16.85%)
- VECOWeight increased · +1.22 pp3.99% → 5.21%Shares -16.95K (-1.37%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VECOVEECO INSTRUMENTS INC View history and evidence | $56.94M | 5.21% | 1.22M shares | 3.99% → 5.21%+1.22 pp -16.95K (-1.37%) | Reduced | ↗▾ |
| 02 | DYDYCOM INDUSTRIES INC View history and evidence | $52.40M | 4.80% | 310.49K shares | 4.19% → 4.80%+0.61 pp -7.71K (-2.42%) | Reduced | ↗▾ |
| 03 | CBZCBIZ INC View history and evidence | $49.07M | 4.49% | 662.24K shares | 4.95% → 4.49%-0.46 pp -24.88K (-3.62%) | Reduced | ↗▾ |
| 04 | OSISOSI SYSTEMS INC View history and evidence | $46.58M | 4.26% | 338.73K shares | 4.57% → 4.26%-0.31 pp -10.56K (-3.02%) | Reduced | ↗▾ |
| 05 | ICFIICF INTERNATIONAL INC View history and evidence | $41.58M | 3.81% | 280.10K shares | 4.15% → 3.81%-0.34 pp -20.50K (-6.82%) | Reduced | ↗▾ |
| 06 | FSSFEDERAL SIGNAL CORP View history and evidence | $41.34M | 3.78% | 494.08K shares | 3.97% → 3.78%-0.19 pp -15.79K (-3.10%) | Reduced | ↗▾ |
| 07 | TTEKTETRA TECH INC View history and evidence | $41.01M | 3.75% | 200.57K shares | 3.51% → 3.75%+0.24 pp -6.83K (-3.29%) | Reduced | ↗▾ |
| 08 | EXLSEXLSERVICE HOLDINGS INC View history and evidence | $36.33M | 3.33% | 1.16M shares | 3.67% → 3.33%-0.34 pp -98.39K (-7.83%) | Reduced | ↗▾ |
| 09 | IDCCINTERDIGITAL INC View history and evidence | $36.11M | 3.31% | 309.77K shares | 3.13% → 3.31%+0.18 pp -11.15K (-3.48%) | Reduced | ↗▾ |
| 10 | LKFNLAKELAND FINANCIAL CORP View history and evidence | $33.14M | 3.03% | 538.74K shares | 3.36% → 3.03%-0.33 pp -13.24K (-2.40%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| OXM OXFORD INDUSTRIES INC | Non-derivative | -56,490 | -$6.35M | SEC filing ↗ | SEC filing ↗ |
| PCRX PACIRA BIOSCIENCES INC | Non-derivative | -151,810 | -$4.44M | SEC filing ↗ | SEC filing ↗ |
| IWM ISHARES RUSSELL 2000 ETF | Non-derivative | -11,260 | -$2.37M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1044936 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1092362783
}Research all 42 reported holdings.
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