Fund HoldingsNEUMEIER POMA INVESTMENT COUNSEL LLC

Total Portfolio Value
$1.03B
Total Bought
$215.41M
Total Sold
$245.92M
Net Transaction
-$30.51M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Tower Semiconductor LTD.(TSEM)0641,315+641,315033,0343.20%+33,034
Primo Brands Corp.(PRMB)01,071,161+1,071,161032,9603.19%+32,960
Everus Construction Group Inc.(ECG)0372,939+372,939024,5212.38%+24,521
Atlantic Union Bankshares Corp.(AUB)0525,520+525,520019,9071.93%+19,907
Adtalem Global Education Inc.(CVSA)254,695405,530+150,83519,22436,8423.57%+17,618
Celestica Inc.(CLS)231,320306,260+74,94011,82528,2682.74%+16,443
McGrath RentCorp(MGRC)90,180204,806+114,6269,49422,9012.22%+13,407
Amalgamated Financial Corp.0391,195+391,195013,0931.27%+13,093
Onespaworld Holdings Limited
COM
389,220851,122+461,9026,42616,9371.64%+10,511
Comfort Systems USA Inc.(FIX)53,70173,534+19,83320,96231,1833.02%+10,221
CBIZ Inc.(CBZ)445,200456,062+10,86229,95837,3203.62%+7,362
Exlservice Holdings Inc.(EXLS)1,053,5551,038,394-15,16140,19346,0844.47%+5,891
MYR Group Inc.(MYRG)120,194115,361-4,83312,28717,1621.66%+4,875
Huron Consulting Group Inc.(HURN)239,490242,558+3,06826,03330,1402.92%+4,108
Interdigital Inc.(IDCC)281,025217,444-63,58139,80242,1234.08%+2,322
Acushnet Holdings Corp.252,795253,113+31816,11617,9911.74%+1,876
UMB Financial Corp.(UMBF)319,740313,124-6,61633,60835,3393.43%+1,731
Lakeland Financial Corp.(LKFN)488,502476,113-12,38931,81132,7383.17%+926
Cavco Industries Inc.(CVCO)29,61730,296+67912,68313,5191.31%+836
Limbach Holdings Inc.(LMB)532,025461,825-70,20040,30639,5053.83%-802
FormFactor Inc.(FORM)413,795405,130-8,66519,03517,8261.73%-1,209
Donnelley Financial Solutions Inc.(DFIN)329,025323,080-5,94521,66020,2671.96%-1,393
Alamo Group Inc.96,12785,366-10,76117,31515,8701.54%-1,445
OSI Systems Inc.(OSIS)308,314270,342-37,97246,81145,2634.39%-1,548
Silicon Motion Technology Corp.(SIMO)193,385181,665-11,72011,7469,8190.95%-1,927
Visteon Corp.(VC)65,87046,504-19,3666,2734,1260.40%-2,148
Korn Ferry(KFY)326,955326,790-16524,60022,0422.14%-2,558
WNS Holdings LTD.376,414360,658-15,75619,84117,0921.66%-2,749
Modine Manufacturing Co.(MOD)177,930179,431+1,50123,62720,8012.02%-2,826
Champion Homes Inc.(SKY)362,930356,616-6,31434,42431,4183.05%-3,006
Federal Signal Corp.(FSS)357,785327,698-30,08733,43930,2762.93%-3,163
Steven Madden LTD.(SHOO)490,295451,641-38,65424,02019,2041.86%-4,816
Hannon Armstrong Sustainable Infrastructure Capital Inc.(HASI)594,378576,693-17,68520,48815,4731.50%-5,016
Tecnoglass Inc.(TGLS)426,850298,550-128,30029,30823,6812.30%-5,627
NV5 Global Inc.194,986612,252+417,26618,22711,5351.12%-6,692
Blue Bird Corp.485,355426,015-59,34023,27816,4571.60%-6,821
Tetra Tech Inc.(TTEK)746,885703,836-43,04935,22328,0412.72%-7,182
Columbus McKinnon Corp.203,1040-203,1047,3120-7,312
Crane NXT Co.(CXT)419,795253,366-166,42923,55114,7511.43%-8,800
Axcelis Technologies Inc.104,5150-104,51510,9580-10,958
ICF International Inc.(ICFI)210,980199,506-11,47435,18923,7832.31%-11,406
Dycom Industries Inc.(DY)281,625247,959-33,66655,50843,1604.18%-12,349
Veeco Instruments Inc.(VECO)731,135419,207-311,92824,22311,2351.09%-12,988
Atlantica Sustainable Infrastructure614,3480-614,34813,5030-13,503
Fabrinet(FN)110,47255,812-54,66026,12012,2721.19%-13,848
Primo Water Corp.1,093,4850-1,093,48527,6100-27,610
Meritage Homes Corp.(MTH)142,7000-142,70029,2630-29,263
Century Communities Inc.(CCS)354,88579,273-275,61236,5465,8150.56%-30,731
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