BP
Brian Poma Portfolio
Invests via Neumeier Poma Investment Counsel LLC | Managed by Brian Poma
Invests via Neumeier Poma Investment Counsel LLC
Managed by Brian Poma
Automatically Tracked
Brian Poma Profile
Brian Poma is a seasoned entrepreneur and investor known for his influential role in the technology sector. With a deep commitment to innovation, he has successfully founded multiple startups that focus on leveraging cutting-edge technologies to solve complex business challenges. His operational expertise spans product development, strategic marketing, and business scaling, positioning him as a valuable leader in growth-driven environments. Beyond his entrepreneurial endeavors, Poma actively invests in early-stage ventures, helping emerging companies refine their value propositions while navigating competitive markets. His insight into market dynamics fuels both his investment acumen and corporate initiatives.
Brian Poma is a seasoned entrepreneur and investor known for his influential role in the technology sector. With a deep commitment to innovation, he has successfully founded multiple startups that focus on leveraging cutting-edge technologies to solve complex business challenges. His operational expertise spans product development, strategic marketing, and business scaling, positioning him as a valuable leader in growth-driven environments. Beyond his entrepreneurial endeavors, Poma actively invests in early-stage ventures, helping emerging companies refine their value propositions while navigating competitive markets. His insight into market dynamics fuels both his investment acumen and corporate initiatives.
Investment Philosophy & Strategy
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
19.43%
Gain -12.8%
Monthly
0.64%
Yearly
7.94%
Drawdown
16.68%
$347.08B
Equity
Holdings
$347.08B
Investment
$334.05B
$301.57B
Profit -$12.35B
Realized
$288.54B
Unrealized
$13.03B
Dividends
$178.54M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-12.8%
Profit
-$12.35B
Win %
79%
This Week
Compared To Last Week
Gain
-3.55%
Profit
-$12.33B
Win %
79%
This Month
Compared to last month
Gain
-3.55%
Profit
-$12.33B
Win %
79%
This Year
Compared to last year
Gain
20.65%
Profit
-$12.06B
Win %
77%
ORBK
+149.96%
+$12.17B 
OSW
+39.01%
+$8.51B 
FN Fabrinet
+16.47%
+$7.2M 
TTMI TTM Technologies, Inc.
+11.38%
+$6.9M 
WLDN Willdan Group, Inc.
+4.88%
+$774,219.4 
ALG Alamo Group Inc.
+3.7%
+$748,477.9 
PLUS Eplus Inc.
+3.62%
+$925,707.3 
TTEK Tetra Tech, Inc.
+3.55%
+$1.56M 
ICFI ICF International Inc.
+2.5%
+$731,694.6 
PRMB Primo Brands Corp. Common Stock
+2.15%
+$406,044 
WKC World Kinect Corporation
+2.05%
+$4.03M 
LAUR Laureate Education Inc.
+1.81%
+$837,756.6 
SKY Skyline Champion Corporation
+1.72%
+$661,238.29 
TSEM Tower Semiconductor Ltd.
+1.25%
+$699,007.65 
HURN Huron Consulting Group Inc.
+1.21%
+$151,932.37 
GOLF Acushnet Holdings Corp.
+1.05%
+$397,247.13 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
+0.83%
+$890,635.32 
CVCO Cavco Industries Inc.
+0.26%
+$75,195.86 
DY Dycom Industries Inc.
+0.06%
+$32,130.58 
033037102
0%
$0 
053672101
0%
$0 
248335101
0%
$0 
448924100
0%
$0 
452556103
0%
$0 
498904101
0%
$0 
542446109
0%
$0 
55271X103
0%
$0 
590175105
0%
$0 
74961H203
0%
$0 
761648104
0%
$0 
789374105
0%
$0 
790289102
0%
$0 
872241104
0%
$0 
ADPC
0%
$0 
AICIQ
0%
$0 
AMESQ
0%
$0 
BCF
0%
$0 
BTH
0%
$0 
DRL
0%
$0 
FCN Fti Consulting Inc.
0%
$0 
GDYS
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HAR
0%
$0 
HCC
0%
$0 
HNI
0%
$0 
KCP
0%
$0 
LKFN Lakeland Financial Corporation
0%
$0 
LMB Limbach Holdings Inc.
0%
$0 
MOD Modine Manufacturing Company
0%
$0 
PEAK
0%
$0 
RUS
0%
$0 
VANS
0%
$0 
NX Quanex Building Products Corporation
-7.18%
-$1.97M 
XRAY Dentsply Sirona Inc.
-5.38%
-$656,868 
HELE Helen of Troy Limited
-4.82%
-$1.48M 
UFPT UFP Technologies Inc.
-4.77%
-$648,401.25 
MGRC McGrath RentCorp
-3.77%
-$1.29M 
SHOO Steven Madden Ltd.
-3.36%
-$1.78M 
FSS Federal Signal Corp.
-3.23%
-$1.23M 
CXT Crane NXT Co.
-3.17%
-$615,867.5 
CLS Celestica Inc.
-3.06%
-$252,829.56 
CASH Pathward Financial, Inc.
-2.77%
-$894,062 
CGAU Centerra Gold Inc.
-2.38%
-$114,174.06 
FIX Comfort Systems USA, Inc.
-2.33%
-$316,169.62 
CVSA Adtalem Global Education Inc.
-2.07%
-$903,109.68 
OSIS Osi Systems Inc.
-1.85%
-$800,179.31 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.84%
-$1.09M 
WLY John Wiley & Sons Inc.
-1.7%
-$369,507.68 
MYRG Myr Group Inc.
-1.46%
-$798,488.1 
IDCC InterDigital, Inc.
-1.42%
-$299,834.96 
EXLS ExlService Holdings Inc.
-0.91%
-$93,061.38 
UMBF UMB Financial Corporation
-0.89%
-$529,115.34 
INVX Innovex International Inc.
-0.78%
-$153,890 
KFY Korn Ferry
-0.71%
-$233,623.48 
BLBD Blue Bird Corporation
-0.19%
-$87,527.3 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2576 | Longs Won 1726/2576 67% | Profit Factor 5.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $816.67M |
| Average Win $224.46M | Best Trade (Dec 31) $16.12B | Sharpe Ratio -30.79 |
| Average Loss -$86.45M | Worst Trade (Jun 29) -$5.59B | Z-Score -4.3 (100%) |
| Commissions $0 | Avg. Trade Length 2y 8m 3w 5d | Expectancy $117.07M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,016 | 3,614 | 3,213 | 2,811 | 2,410 | 2,008 | 1,606 | 1,205 | 803 | 402 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Brian Poma?
The largest contributions to the portfolio's profits come from the following stocks: WNS Holdings Ltd - $54.13B, ORBK - $39.99B, Nv5 Global Inc - $34.41B, Providence Service Corp-The - $27.19B, and Verint Systems Inc - $25.47B. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Lannett Company, Inc - $5.95B, AFSI - $5.02B, Rev Group Inc - $4.73B, NTY - $2.87B, and TravelCenters of America LLC - $2.53B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Poma's portfolio generate?
The portfolio generates substantial dividend income, with a total of $178.54M earned over time. The largest contributors to dividend income include World Kinect Corporation - $31.52M, Hannon Armstrong Sustainable Infrastructure Capital Inc - $22.06M, Xplr Infrastructure Partners L.P - $9.67M, Atlantica Sustainable Infrastructure plc - $8.06M, and PacWest Bancorp - $7.84M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Poma's monthly returns?
Brian Poma's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brian Poma's strategy be considered aggressive or moderate?
Brian Poma's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Brian Poma's strategy?
Brian Poma's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
