Neumeier Poma Investment Counsel
Latest statistics and disclosures from Neumeier Poma Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSEM, OSIS, HURN, DY, SIMO, and represent 20.15% of Neumeier Poma Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: LAUR (+$28M), PLUS (+$25M), LMB (+$15M), ICFI (+$13M), SKY (+$12M), UFPT (+$12M), GOLF (+$11M), CVCO (+$9.8M), KFY (+$5.3M), TTEK.
- Started 4 new stock positions in PLUS, FCN, UFPT, LAUR.
- Reduced shares in these 10 stocks: TSEM (-$38M), CLS (-$31M), FIX (-$29M), WNS (-$25M), ECG (-$18M), DY (-$10M), IDCC (-$8.6M), TTMI (-$7.7M), TGLS (-$6.6M), CASH (-$6.0M).
- Sold out of its positions in TGLS, WNS.
- Neumeier Poma Investment Counsel was a net seller of stock by $-42M.
- Neumeier Poma Investment Counsel has $1.2B in assets under management (AUM), dropping by -0.98%.
- Central Index Key (CIK): 0001044936
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Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tower Semiconductor SHS (TSEM) | 4.4 | $54M | -41% | 457k | 117.42 |
|
| OSI Systems (OSIS) | 4.1 | $50M | 196k | 255.06 |
|
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| Huron Consulting (HURN) | 4.1 | $49M | +2% | 285k | 172.91 |
|
| Dycom Industries (DY) | 3.8 | $46M | -17% | 137k | 337.90 |
|
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 3.7 | $45M | 482k | 92.70 |
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| Myr (MYRG) | 3.6 | $44M | 202k | 218.50 |
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| Steven Madden (SHOO) | 3.6 | $44M | +10% | 1.1M | 41.64 |
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| TTM Technologies (TTMI) | 3.6 | $44M | -14% | 638k | 69.00 |
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| Hannon Armstrong (HASI) | 3.6 | $44M | +9% | 1.4M | 31.43 |
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| ExlService Holdings (EXLS) | 3.5 | $42M | 995k | 42.44 |
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| ICF International (ICFI) | 3.4 | $41M | +46% | 481k | 85.30 |
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| Skyline Corporation (SKY) | 3.4 | $41M | +40% | 484k | 84.50 |
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| Fabrinet SHS (FN) | 3.3 | $40M | 88k | 455.28 |
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| UMB Financial Corporation (UMBF) | 3.2 | $39M | 337k | 115.04 |
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| Tetra Tech (TTEK) | 3.1 | $38M | +15% | 1.1M | 33.54 |
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| Adtalem Global Ed (ATGE) | 2.9 | $35M | +4% | 334k | 103.47 |
|
| Cavco Industries (CVCO) | 2.7 | $33M | +42% | 55k | 590.74 |
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| Acushnet Holdings Corp (GOLF) | 2.5 | $31M | +51% | 384k | 79.82 |
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| McGrath Rent (MGRC) | 2.5 | $31M | 292k | 104.93 |
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| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.3 | $28M | 1.3M | 20.74 |
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| Laureate Education Inc cl a (LAUR) | 2.3 | $28M | NEW | 818k | 33.67 |
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| Lakeland Financial Corporation (LKFN) | 2.3 | $28M | -2% | 482k | 57.06 |
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| Korn/Ferry International (KFY) | 2.2 | $27M | +24% | 411k | 66.02 |
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| Limbach Hldgs (LMB) | 2.0 | $25M | +151% | 318k | 77.85 |
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| ePlus (PLUS) | 2.0 | $25M | NEW | 281k | 87.70 |
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| Federal Signal Corporation (FSS) | 2.0 | $24M | -10% | 223k | 108.59 |
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| InterDigital (IDCC) | 1.9 | $22M | -27% | 70k | 318.38 |
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| Blue Bird Corp (BLBD) | 1.8 | $22M | 476k | 47.00 |
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| Meta Financial (CASH) | 1.5 | $19M | -24% | 264k | 71.00 |
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| Crane Holdings (CXT) | 1.4 | $18M | -4% | 371k | 47.07 |
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| SPDR Gold Trust Etf (GLD) | 1.4 | $17M | +17% | 43k | 396.31 |
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| Modine Manufacturing (MOD) | 1.3 | $16M | -12% | 122k | 133.51 |
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| Legalzoom (LZ) | 1.3 | $16M | -8% | 1.6M | 9.93 |
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| Alamo (ALG) | 1.3 | $16M | -2% | 93k | 167.87 |
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| Primo Brand Corp-a (PRMB) | 1.2 | $14M | -13% | 868k | 16.35 |
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| Comfort Systems USA (FIX) | 1.1 | $14M | -67% | 15k | 933.29 |
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| Celestica (CLS) | 1.1 | $13M | -70% | 44k | 295.61 |
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| Wiley John & Sons Cl A (WLY) | 1.0 | $12M | 394k | 30.63 |
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| UFP Technologies (UFPT) | 1.0 | $12M | NEW | 52k | 222.03 |
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| Rev | 0.9 | $11M | -10% | 186k | 60.81 |
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| Everus Constr Group (ECG) | 0.6 | $6.7M | -72% | 79k | 85.56 |
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| Cbiz (CBZ) | 0.4 | $5.1M | 102k | 50.45 |
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| FTI Consulting (FCN) | 0.3 | $3.8M | NEW | 22k | 170.83 |
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Past Filings by Neumeier Poma Investment Counsel
SEC 13F filings are viewable for Neumeier Poma Investment Counsel going back to 2010
- Neumeier Poma Investment Counsel 2025 Q4 filed Feb. 11, 2026
- Neumeier Poma Investment Counsel 2025 Q3 filed Nov. 12, 2025
- Neumeier Poma Investment Counsel 2025 Q2 filed Aug. 12, 2025
- Neumeier Poma Investment Counsel 2025 Q1 filed May 12, 2025
- Neumeier Poma Investment Counsel 2024 Q4 filed Feb. 12, 2025
- Neumeier Poma Investment Counsel 2024 Q3 filed Nov. 13, 2024
- Neumeier Poma Investment Counsel 2024 Q2 filed Aug. 13, 2024
- Neumeier Poma Investment Counsel 2024 Q1 filed May 13, 2024
- Neumeier Poma Investment Counsel 2023 Q3 filed Nov. 9, 2023
- Neumeier Poma Investment Counsel 2023 Q2 filed Aug. 10, 2023
- Neumeier Poma Investment Counsel 2023 Q1 filed May 10, 2023
- Neumeier Poma Investment Counsel 2022 Q4 filed Feb. 10, 2023
- Neumeier Poma Investment Counsel 2022 Q3 filed Nov. 9, 2022
- Neumeier Poma Investment Counsel 2022 Q2 filed Aug. 10, 2022
- Neumeier Poma Investment Counsel 2022 Q1 filed May 11, 2022
- Neumeier Poma Investment Counsel 2021 Q4 filed Feb. 11, 2022