SEC 13F Intelligence

Neumeier Poma Investment Counsel LLC / MKSI

Neumeier Poma Investment Counsel LLC’s Mks Inc. Position

Does Neumeier Poma Investment Counsel LLC own Mks Inc. (MKSI)? Not currently — the last reported position was 100.2K shares worth $10M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q2 2022
Shares
100.2K
% of Portfolio
+0.80%
Quarters Held
15
position exited

Position History MKSI

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $24MQ2 ’19: $15MQ2 ’19Q3 ’19: $17MQ4 ’19: $26MQ4 ’19Q1 ’20: $22MQ2 ’20: $30MQ2 ’20Q3 ’20: $21MQ4 ’20: $37MQ4 ’20Q1 ’21: $47MQ2 ’21: $47MQ2 ’21Q3 ’21: $39MQ4 ’21: $47MQ4 ’21Q1 ’22: $36MQ2 ’22: $10MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2022100.2K$10M+0.80%
Q1 2022239.7K$36M+2.41%
Q4 2021269.1K$47M+2.61%
Q3 2021257.8K$39M+2.31%
Q2 2021262.8K$47M+2.74%
Q1 2021253.5K$47M+2.82%
Q4 2020244.4K$37M+2.44%
Q3 2020194.3K$21M+1.75%
Q2 2020265.3K$30M+2.71%
Q1 2020265.0K$22M+2.22%
Q4 2019240.2K$26M+2.03%
Q3 2019189.2K$17M+1.46%
Q2 2019189.0K$15M+1.22%
Q1 2019256.3K$24M+2.00%
Q4 2018171.0K$11M+1.05%

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 MKSI.