Neumeier Poma Investment Counsel LLC
Neumeier Poma Investment Counsel LLC is an independent investment management firm headquartered in Carmel, California. Founded in 1997, the firm specializes in identifying undervalued, misunderstood, and undiscovered small cap value stocks. With a team of approximately 8-10 employees, Neumeier Poma leverages decades of experience to serve institutional and individual investors seeking expertise in small cap value investing.
Investment Strategy
Neumeier Poma Investment Counsel LLC focuses on the small cap value segment of the equity market, seeking to uncover hidden potential in companies that are frequently overlooked by mainstream investors. The firm utilizes deep financial analysis, rigorous research, and market trend analysis to identify stocks with significant growth opportunities, concentrating on undervalued and misunderstood companies poised for appreciation.
Latest 13F Filing Activity
Neumeier Poma Investment Counsel LLC filed their most recent 13F report on Jun 30, 2025 disclosing 41 equity positions with a total 13F market value of $1B. The fund increased holdings in TTM Technologies Inc., Celestica Inc., Fabrinet among other positions. Neumeier Poma Investment Counsel LLC reduced exposure to Champion Homes Inc., Cavco Industries Inc., Formfactor Inc. among others.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ATGE | Adtalem Global Education Inc. | 4.60% | $49.4M | 388,060 | $78.60 | $127.23 | +$8.5M |
C CLS | Celestica Inc. | 4.45% | $47.8M | 306,134 | $67.31 | $156.11 | +$21.4M |
O OSIS | OSI Systems Inc. | 4.14% | $44.4M | 197,462 | $86.04 | $224.86 | -$3.0M |
E EXLS | Exlservice Holdings Inc. | 4.08% | $43.8M | 1,000,759 | $15.73 | $43.79 | -$4.8M |
L LMB | Limbach Holdings Inc. | 3.77% | $40.4M | 288,618 | $44.91 | $140.10 | +$16.1M |
Industry Allocation
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