Neumeier Poma Investment Counsel LLC 13F Holdings

CIK 0001044936 · Carmel, CA

As of Sep 30, 2025, Neumeier Poma Investment Counsel LLC reported 41 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TOWER SEMICONDUCTOR LTDTSEMTechnology781,368$56.5M4.62%
ADTALEM GLOBAL EDUCATION INCATGEConsumer Defensive320,477$49.5M4.05%
DYCOM INDUSTRIES INCDYIndustrials166,313$48.5M3.97%
OSI SYSTEMS INCOSISTechnology194,565$48.5M3.97%
SILICON MOTION TECHNOLOGY CORPSIMOTechnology478,463$45.4M3.71%
EXLSERVICE HOLDINGS INCEXLSTechnology1,011,033$44.5M3.64%
TTM TECHNOLOGIES INCTTMITechnology749,125$43.1M3.53%
MYR GROUP INCMYRGIndustrials198,401$41.3M3.38%
HURON CONSULTING GROUP INCHURNIndustrials277,476$40.7M3.33%
UMB FINANCIAL CORPUMBFFinancial Services338,052$40.0M3.27%
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INCHASIReal Estate1,267,489$38.9M3.18%
COMFORT SYSTEMS USA INCFIXIndustrials45,608$37.6M3.08%
CELESTICA INCCLSTechnology149,950$36.9M3.02%
MCGRATH RENTCORPMGRCIndustrials297,878$34.9M2.86%
INTERDIGITAL INCIDCCCommunication Services97,424$33.6M2.75%
TETRA TECH INCTTEKIndustrials979,388$32.7M2.68%
FABRINETFNTechnology88,391$32.2M2.64%
STEVEN MADDEN LTDSHOOConsumer Cyclical955,010$32.0M2.62%
LAKELAND FINANCIAL CORPLKFNFinancial Services493,469$31.7M2.59%
ICF INTERNATIONAL INCICFIIndustrials328,181$30.5M2.49%
FEDERAL SIGNAL CORPFSSIndustrials249,961$29.7M2.43%
ONESPAWORLD HOLDINGS LTDOSWConsumer Cyclical1,371,407$29.0M2.37%
BLUE BIRD CORPBLBDConsumer Cyclical483,310$27.8M2.28%
CHAMPION HOMES INCSKYConsumer Cyclical345,306$26.4M2.16%
CRANE NXT COCXTIndustrials386,536$25.9M2.12%