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, ATGE, DY, OSIS, SIMO, and represent 20.33% of Neumeier Poma Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: SHOO (+$20M), LZ (+$18M), MYRG (+$17M), WLY (+$16M), ICFI (+$15M), SKY (+$13M), REVG (+$12M), MGRC (+$11M), CASH (+$9.9M), CXT (+$9.1M).
- Started 3 new stock positions in WLY, LZ, REVG.
- Reduced shares in these 10 stocks: CLS (-$39M), IDCC (-$23M), CBZ (-$18M), , FN (-$16M), WNS (-$16M), LMB (-$16M), DFIN (-$14M), NVEE (-$13M), TGLS (-$12M).
- Sold out of its positions in DFIN, NVEE, PBH.
- Neumeier Poma Investment Counsel was a net seller of stock by $-15M.
- Neumeier Poma Investment Counsel has $1.2B in assets under management (AUM), dropping by 13.82%.
- Central Index Key (CIK): 0001044936
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Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 41 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tower Semiconductor SHS (TSEM) | 4.6 | $57M | +9% | 781k | 72.30 |
|
| Adtalem Global Ed (ATGE) | 4.1 | $50M | -17% | 321k | 154.45 |
|
| Dycom Industries (DY) | 4.0 | $49M | +2% | 166k | 291.76 |
|
| OSI Systems (OSIS) | 4.0 | $49M | 195k | 249.24 |
|
|
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 3.7 | $45M | +10% | 479k | 94.81 |
|
| ExlService Holdings (EXLS) | 3.6 | $45M | 1.0M | 44.03 |
|
|
| TTM Technologies (TTMI) | 3.5 | $43M | +18% | 749k | 57.60 |
|
| Myr (MYRG) | 3.4 | $41M | +67% | 198k | 208.03 |
|
| Huron Consulting (HURN) | 3.3 | $41M | 278k | 146.77 |
|
|
| UMB Financial Corporation (UMBF) | 3.3 | $40M | +10% | 338k | 118.35 |
|
| Hannon Armstrong (HASI) | 3.2 | $39M | +9% | 1.3M | 30.70 |
|
| Comfort Systems USA (FIX) | 3.1 | $38M | -22% | 46k | 825.18 |
|
| Celestica (CLS) | 3.0 | $37M | -51% | 150k | 246.38 |
|
| McGrath Rent (MGRC) | 2.9 | $35M | +45% | 298k | 117.30 |
|
| InterDigital (IDCC) | 2.8 | $34M | -40% | 97k | 345.23 |
|
| Tetra Tech (TTEK) | 2.7 | $33M | +10% | 979k | 33.38 |
|
| Fabrinet SHS (FN) | 2.6 | $32M | -33% | 88k | 364.62 |
|
| Steven Madden (SHOO) | 2.6 | $32M | +155% | 955k | 33.48 |
|
| Lakeland Financial Corporation (LKFN) | 2.6 | $32M | +6% | 494k | 64.20 |
|
| ICF International (ICFI) | 2.5 | $31M | +92% | 328k | 92.80 |
|
| Federal Signal Corporation (FSS) | 2.4 | $30M | -20% | 250k | 118.99 |
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.4 | $29M | +19% | 1.4M | 21.14 |
|
| Blue Bird Corp (BLBD) | 2.3 | $28M | +8% | 483k | 57.55 |
|
| Skyline Corporation (SKY) | 2.2 | $26M | +93% | 345k | 76.37 |
|
| Crane Holdings (CXT) | 2.1 | $26M | +54% | 387k | 67.07 |
|
| Meta Financial (CASH) | 2.1 | $26M | +62% | 349k | 74.01 |
|
| WNS Holdings Com Shs (WNS) | 2.0 | $25M | -39% | 323k | 76.27 |
|
| Everus Constr Group (ECG) | 2.0 | $24M | +7% | 284k | 85.75 |
|
| Korn/Ferry International (KFY) | 1.9 | $23M | +4% | 330k | 69.98 |
|
| Cavco Industries (CVCO) | 1.8 | $23M | +34% | 39k | 580.73 |
|
| Primo Brand Corp-a (PRMB) | 1.8 | $22M | +2% | 1.0M | 22.10 |
|
| Modine Manufacturing (MOD) | 1.6 | $20M | +5% | 140k | 142.16 |
|
| Acushnet Holdings Corp (GOLF) | 1.6 | $20M | +3% | 253k | 78.49 |
|
| Alamo (ALG) | 1.5 | $18M | +52% | 96k | 190.90 |
|
| Legalzoom (LZ) | 1.5 | $18M | NEW | 1.7M | 10.38 |
|
| Wiley John & Sons Cl A (WLY) | 1.3 | $16M | NEW | 396k | 40.47 |
|
| SPDR Gold Trust Etf (GLD) | 1.1 | $13M | +51% | 37k | 355.47 |
|
| Limbach Hldgs (LMB) | 1.0 | $12M | -56% | 127k | 97.12 |
|
| Rev (REVG) | 1.0 | $12M | NEW | 208k | 56.67 |
|
| Tecnoglass Ord Shs (TGLS) | 0.5 | $6.6M | -63% | 98k | 66.91 |
|
| Cbiz (CBZ) | 0.4 | $5.5M | -76% | 103k | 52.96 |
|
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 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
- Neumeier Poma Investment Counsel 2021 Q3 filed Nov. 10, 2021