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:
58.07%
Gain +29.99%
Monthly
0.72%
Yearly
8.93%
Drawdown
23.2%
$360.09B
Equity
Holdings
$360.09B
Investment
$340.27B
$320.89B
Profit +$19.36B
Realized
$301.07B
Unrealized
$19.82B
Dividends
$179.74M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
29.99%
Profit
$19.36B
Win %
71%
This Week
Compared To Last Week
Gain
5.68%
Profit
$19.35B
Win %
71%
This Month
Compared to last month
Gain
5.65%
Profit
$19.26B
Win %
71%
This Year
Compared to last year
Gain
-8.8%
Profit
-$22.62M
Win %
71%
LAUR Laureate Education Inc.
+3.79%
+$732,599.5 
CLS Celestica Inc.
+3.24%
+$29,135.92 
CXT Crane NXT Co.
+1.1%
+$195,283.4 
FIX Comfort Systems USA, Inc.
+1.08%
+$128,656.37 
MYRG Myr Group Inc.
+0.95%
+$280,822.97 
EXLS ExlService Holdings Inc.
+0.95%
+$102,233.34 
TTMI TTM Technologies, Inc.
+0.92%
+$283,347.4 
UMBF UMB Financial Corporation
+0.85%
+$702,462.87 
CGAU Centerra Gold Inc.
+0.75%
+$348,618.66 
ALG Alamo Group Inc.
+0.61%
+$79,045.3 
IDCC InterDigital, Inc.
+0.6%
+$293,922.73 
NX Quanex Building Products Corporation
+0.47%
+$128,506.5 
HELE Helen of Troy Limited
+0.34%
+$105,940 
SKY Skyline Champion Corporation
+0.26%
+$128,441.72 
CVCO Cavco Industries Inc.
+0.25%
+$95,497.89 
MOD Modine Manufacturing Company
+0.22%
+$50,745 
CASH Pathward Financial, Inc.
+0.14%
+$35,187 
CVSA Adtalem Global Education Inc.
+0.12%
+$52,957.05 
OSIS Osi Systems Inc.
+0.12%
+$53,403.6 
PRMB Primo Brands Corp. Common Stock
+0.1%
+$17,515.7 
LKFN Lakeland Financial Corporation
0%
$0 DRL
DRL
0%
$0 KCP
KCP
0%
$0 4989
498904101
0%
$0 7902
790289102
0%
$0 8722
872241104
0%
$0 0330
033037102
0%
$0 BTH
BTH
0%
$0 HCC
HCC
0%
$0 ORBK
ORBK
0%
$0 4489
448924100
0%
$0 VANS
VANS
0%
$0 HAR
HAR
0%
$0 5527
55271X103
0%
$0 BCF
BCF
0%
$0 RUS
RUS
0%
$0 HNI
HNI
0%
$0 AMES
AMESQ
0%
$0 7496
74961H203
0%
$0 5424
542446109
0%
$0 GDYS
GDYS
0%
$0 AICI
AICIQ
0%
$0 4525
452556103
0%
$0 5901
590175105
0%
$0 ADPC
ADPC
0%
$0 0536
053672101
0%
$0 7616
761648104
0%
$0 7893
789374105
0%
$0 OSW
OSW
0%
$0 2483
248335101
0%
$0 PEAK
PEAK
0%
$0 
TSEM Tower Semiconductor Ltd.
-5.74%
-$1.87M 
BLBD Blue Bird Corporation
-4.32%
-$1.63M 
TTEK Tetra Tech, Inc.
-3.61%
-$1.91M 
DY Dycom Industries Inc.
-3.15%
-$1.07M 
XRAY Dentsply Sirona Inc.
-2.56%
-$216,075 
FCN Fti Consulting Inc.
-2.28%
-$911,927 
WLDN Willdan Group, Inc.
-2.13%
-$917,263.3 
INVX Innovex International Inc.
-1.65%
-$328,765 
MWH SOLV Energy Inc Class A
-1.57%
-$215,216.54 
UFPT UFP Technologies Inc.
-1.17%
-$294,321 
MGRC McGrath RentCorp
-1.13%
-$377,738.24 
PLUS Eplus Inc.
-0.94%
-$239,249.73 
KFY Korn Ferry
-0.86%
-$248,844.44 
WLY John Wiley & Sons Inc.
-0.82%
-$346,184 
GOLF Acushnet Holdings Corp.
-0.71%
-$225,438.41 
FN Fabrinet
-0.62%
-$166,029.55 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-0.52%
-$252,263.44 
ICFI ICF International Inc.
-0.49%
-$109,898.45 
SHOO Steven Madden Ltd.
-0.43%
-$225,159.31 
FSS Federal Signal Corp.
-0.41%
-$189,883.76 
GLD SPDR Gold Shares
-0.3%
-$43,831.27 
WKC World Kinect Corporation
-0.14%
-$251,780 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.14%
-$77,933.15 
IWM iShares Russell 2000 ETF
-0.09%
-$1,300.05 
LMB Limbach Holdings Inc.
-0.06%
-$9,718.59 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2618 | Longs Won 1737/2618 66% | Profit Factor 5.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $817.95M |
| Average Win $227.07M | Best Trade (Dec 31) $16.12B | Sharpe Ratio -98.62 |
| Average Loss -$83.45M | Worst Trade (Jun 29) -$5.59B | Z-Score -12.72 (100%) |
| Commissions $0 | Avg. Trade Length 2y 8m 2w 4d | Expectancy $122.57M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,310 | 3,879 | 3,448 | 3,017 | 2,586 | 2,155 | 1,724 | 1,293 | 862 | 431 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0330 033037102 | 275,025 | $12.03B | $12.03B | - | - | - | 0.0 |
| 0536 053672101 | 120,600 | $5.37B | $5.37B | - | - | - | 0.0 |
| 2483 248335101 | 189,300 | $2.58B | $2.58B | - | - | - | 0.0 |
| 4489 448924100 | 1.13M | $28.27B | $28.27B | - | - | - | 0.0 |
| 4525 452556103 | 882,666 | $15.12B | $15.12B | - | - | - | 0.0 |
| 4989 498904101 | 579,000 | $14.26B | $14.26B | - | - | - | 0.0 |
| 5424 542446109 | 2.08M | $20.03B | $20.03B | - | - | - | 0.0 |
| 5527 55271X103 | 180,300 | $1.22B | $1.22B | - | - | - | 0.0 |
| 5901 590175105 | 605,300 | $8.1B | $8.1B | - | - | - | 0.0 |
| 7496 74961H203 | 527,250 | $5.27B | $5.27B | - | - | - | 0.0 |
| 7616 761648104 | 892,000 | $17.12B | $17.12B | - | - | - | 0.0 |
| 7893 789374105 | 211,100 | $9.05B | $9.05B | - | - | - | 0.0 |
| 7902 790289102 | 576,500 | $15.21B | $15.21B | - | - | - | 0.0 |
| 8722 872241104 | 726,200 | $31.59B | $31.59B | - | - | - | 0.0 |
| ADPC ADPC | 220,750 | $662.25M | $662.25M | - | - | - | 0.0 |
| AICI AICIQ | 613,500 | $8.28B | $8.28B | - | - | - | 0.0 |
| ALG Alamo Group Inc. | 81,490 | $14.59M | $13.04M | - | -$1.55M | -10.62% | +0.61% |
| AMES AMESQ | 91,900 | $3.41B | $3.41B | - | - | - | 0.0 |
| BCF BCF | 294,060 | $3.46B | $3.46B | - | - | - | 0.0 |
| BLBD Blue Bird Corporation | 647,540 | $33.26M | $35.99M | - | $2.73M | 8.22% | -4.321% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 $179.74M earned over time. The largest contributors to dividend income include World Kinect Corporation - $31.52M, Hannon Armstrong Sustainable Infrastructure Capital Inc - $22.07M, 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.
