SEC 13F Intelligence

Neumeier Poma Investment Counsel LLC / LITE

Neumeier Poma Investment Counsel LLC’s Lumentum Hldgs Inc Position

Does Neumeier Poma Investment Counsel LLC own Lumentum Hldgs Inc (LITE)? Not currently — the last reported position was 277.7K shares worth $19M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$19M
Q3 2022
Shares
277.7K
% of Portfolio
+1.89%
Quarters Held
16
position exited

Position History LITE

Reported value by quarter
Q4 ’18: $20MQ4 ’18Q1 ’19: $36MQ2 ’19: $40MQ2 ’19Q3 ’19: $35MQ4 ’19: $57MQ4 ’19Q1 ’20: $41MQ2 ’20: $32MQ2 ’20Q3 ’20: $17MQ4 ’20: $28MQ4 ’20Q1 ’21: $23MQ2 ’21: $23MQ2 ’21Q3 ’21: $22MQ4 ’21: $38MQ4 ’21Q1 ’22: $32MQ2 ’22: $26MQ2 ’22Q3 ’22: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022277.7K$19M+1.89%
Q2 2022329.7K$26M+2.05%
Q1 2022332.3K$32M+2.18%
Q4 2021361.8K$38M+2.13%
Q3 2021266.6K$22M+1.32%
Q2 2021277.6K$23M+1.33%
Q1 2021252.6K$23M+1.38%
Q4 2020299.8K$28M+1.89%
Q3 2020227.4K$17M+1.41%
Q2 2020393.3K$32M+2.88%
Q1 2020555.9K$41M+4.22%
Q4 2019713.0K$57M+4.33%
Q3 2019652.5K$35M+2.92%
Q2 2019755.9K$40M+3.34%
Q1 2019636.7K$36M+3.02%
Q4 2018478.4K$20M+1.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Neumeier Poma Investment Counsel LLC’s full portfolio or all institutional holders of LITE.