SEC 13F Intelligence

Managers / Q4 2024 · view latest →

NEUMEIER POMA INVESTMENT COUNSEL LLC

CIK 0001044936 · 26435 CARMEL RANCHO BOULEVARD, SUITE 200, CARMEL, CA, 93923 · 8316256355

Reported Value
$1.0B
Q4 2024
Positions
43
Filings on Record
30
2019–present window
Filed
Feb 12, 2025
original filing

Summary

Neumeier Poma Investment Counsel LLC reported $1.0B in U.S.-listed holdings across 43 positions for Q4 2024.

Its largest position, EXLS, represents 4.5% of the portfolio.

Compared with Q3 2024, the fund opened 5 new positions and exited 5.

Portfolio Metrics

Turnover
+21.3%
vs prior filed quarter
Top-10 Concentration
+38.0%
share of reported value
Largest Position
+4.5%
Exlservice
New / Exited
5 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.1BQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.2BQ3 ’19: $1.2BQ4 ’19: $1.3BQ4 ’19Q1 ’20: $971MQ2 ’20: $1.1BQ3 ’20: $1.2BQ4 ’20: $1.5BQ4 ’20Q1 ’21: $1.7BQ2 ’21: $1.7BQ3 ’21: $1.7BQ4 ’21: $1.8BQ4 ’21Q1 ’22: $1.5BQ2 ’22: $1.3BQ3 ’22: $1.0BQ4 ’22: $1.1BQ4 ’22Q1 ’23: $1.1BQ2 ’23: $1.1BQ3 ’23: $1.0BQ4 ’23: $1.1BQ4 ’23Q1 ’24: $1.1BQ2 ’24: $1.1BQ3 ’24: $1.0BQ4 ’24: $1.0BQ4 ’24Q1 ’25: $930MQ2 ’25: $1.1BQ3 ’25: $1.2BQ4 ’25: $1.2BQ4 ’25Q1 ’26: $1.2Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 89.1%Other: 10.0%ADR: 1.0%
  • Common Stock · 89.1% · $919M
  • Other · 10.0% · $103M
  • ADR · 1.0% · $10M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Tower Semiconductor LTD.NEW+641.3K641.3K+$33M$33M
PRMBPrimo Brands Corp.NEW+1.07M1.07M+$33M$33M
ECGEverus Construction Group Inc.NEW+372.9K372.9K+$25M$25M
AUBAtlantic Union Bankshares Corp.NEW+525.5K525.5K+$20M$20M
AMALAmalgamated Financial Corp.NEW+391.2K391.2K+$13M$13M
NVEEUSDNV5 Global Inc.ADDED+417.3K612.3K−$7M$12M
MGRCMcGrath RentCorpADDED+114.6K204.8K+$13M$23M
Onespaworld Holdings LimitedADDED+461.9K851.1K+$11M$17M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

43 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1EXLSExlservice Holdings Inc.history →COM4.47%$46M1.04M
2OSISOSI Systems Inc.history →COM4.39%$45M270.3K
3DYDycom Industries Inc.history →COM4.18%$43M248.0K
4IDIInterdigital Inc.history →COM4.08%$42M217.4K
5LMBLimbach Holdings Inc.history →COM3.83%$40M461.8K
6CBZCBIZ Inc.history →COM3.62%$37M456.1K
7CVSAAdtalem Global Education Inc.history →COM3.57%$37M405.5K
8UMBFUMB Financial Corp.history →COM3.43%$35M313.1K
9Tower Semiconductor LTD.SHS3.20%$33M641.3K
10PRMBPrimo Brands Corp.history →COM3.19%$33M1.07M
11LKFNLakeland Financial Corp.history →COM3.17%$33M476.1K
12SKYChampion Homes Inc.history →COM3.05%$31M356.6K
13FIXComfort Systems USA Inc.history →COM3.02%$31M73.5K
14FSSFederal Signal Corp.history →COM2.93%$30M327.7K
15HURNHuron Consulting Group Inc.history →COM2.92%$30M242.6K
16CLSCelestica Inc.history →COM2.74%$28M306.3K
17TTEKTetra Tech Inc.history →COM2.72%$28M703.8K
18ECGEverus Construction Group Inc.history →COM2.38%$25M372.9K
19ICFIICF International Inc.history →COM2.31%$24M199.5K
20Tecnoglass Inc.ORD SHS2.30%$24M298.6K
21MGRCMcGrath RentCorphistory →COM2.22%$23M204.8K
22KFYKorn Ferryhistory →COM2.14%$22M326.8K
23MODModine Manufacturing Co.history →COM2.02%$21M179.4K
24DFINDonnelley Financial Solutions Inc.history →COM1.96%$20M323.1K
25AUBAtlantic Union Bankshares Corp.history →COM1.93%$20M525.5K
26SHOOSteven Madden LTD.history →COM1.86%$19M451.6K
27GOLFAcushnet Holdings Corp.history →COM1.74%$18M253.1K
28FMFFormFactor Inc.history →COM1.73%$18M405.1K
29MYRGMYR Group Inc.history →COM1.66%$17M115.4K
30WNS Holdings LTD.COM SHS1.66%$17M360.7K
31Onespaworld Holdings LimitedCOM1.64%$17M851.1K
32BLBDBlue Bird Corp.history →COM1.60%$16M426.0K
33ALGAlamo Group Inc.history →COM1.54%$16M85.4K
34HASIHannon Armstrong Sustainable Infrastructure Capital Inc.history →COM1.50%$15M576.7K
35CXTCrane NXT Co.history →COM1.43%$15M253.4K
36CVCOCavco Industries Inc.history →COM1.31%$14M30.3K
37AMALAmalgamated Financial Corp.history →COM1.27%$13M391.2K
38FabrinetSHS1.19%$12M55.8K
39NVEEUSDNV5 Global Inc.history →COM1.12%$12M612.3K
40VECOVeeco Instruments Inc.history →COM1.09%$11M419.2K
41SIMOSilicon Motion Technology Corp.SPONSORED ADR0.95%$10M181.7K
42CCSCentury Communities Inc.COM0.56%$6M79.3K
43VCVisteon Corp.COM0.40%$4M46.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.2B41May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B43Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B41Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B41Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$930M46May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.0B43Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.0B43Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.1B42Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.1B41May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.1B39Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.0B43Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.1B42Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.1B42May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.1B41Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.0B42Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.3B43Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.5B40May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.8B39Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.7B41Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.7B41Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.7B40May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.5B41Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.2B41Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.1B40Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$971M41May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.3B41Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.2B42Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.2B43Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.2B41May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.1B41Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.