Neumeier Poma Investment Counsel as of March 31, 2025
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 46 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ExlService Holdings (EXLS) | 5.2 | $49M | 1.0M | 47.21 | |
| OSI Systems (OSIS) | 5.1 | $47M | 244k | 194.34 | |
| Adtalem Global Ed (ATGE) | 4.4 | $41M | 406k | 100.64 | |
| InterDigital (IDCC) | 4.0 | $38M | 182k | 206.75 | |
| Huron Consulting (HURN) | 3.8 | $35M | 244k | 143.45 | |
| Primo Brand Corp-a (PRMB) | 3.7 | $35M | 976k | 35.49 | |
| Cbiz (CBZ) | 3.7 | $35M | 456k | 75.86 | |
| Skyline Corporation (SKY) | 3.6 | $34M | 353k | 94.76 | |
| UMB Financial Corporation (UMBF) | 3.4 | $32M | 312k | 101.10 | |
| WNS Holdings Com Shs (WNS) | 3.2 | $30M | 488k | 61.49 | |
| Lakeland Financial Corporation (LKFN) | 3.0 | $28M | 475k | 59.44 | |
| Celestica (CLS) | 2.8 | $26M | 335k | 78.81 | |
| Hannon Armstrong (HASI) | 2.7 | $25M | 857k | 29.24 | |
| Dycom Industries (DY) | 2.7 | $25M | 163k | 152.34 | |
| Limbach Hldgs (LMB) | 2.6 | $24M | 327k | 74.47 | |
| Tower Semiconductor SHS (TSEM) | 2.6 | $24M | 681k | 35.66 | |
| Federal Signal Corporation (FSS) | 2.5 | $23M | 318k | 73.55 | |
| Cavco Industries (CVCO) | 2.5 | $23M | 45k | 519.63 | |
| McGrath Rent (MGRC) | 2.5 | $23M | 208k | 111.40 | |
| Korn/Ferry International (KFY) | 2.3 | $22M | 321k | 67.83 | |
| Fabrinet SHS (FN) | 2.1 | $20M | 100k | 197.51 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.1 | $20M | 1.2M | 16.79 | |
| Tecnoglass Ord Shs (TGLS) | 2.1 | $19M | 270k | 71.55 | |
| Comfort Systems USA (FIX) | 2.0 | $19M | 58k | 322.33 | |
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 1.9 | $18M | 353k | 50.56 | |
| Acushnet Holdings Corp (GOLF) | 1.8 | $17M | 246k | 68.66 | |
| Tetra Tech (TTEK) | 1.7 | $16M | 550k | 29.25 | |
| ICF International (ICFI) | 1.6 | $15M | 171k | 84.97 | |
| Everus Constr Group (ECG) | 1.5 | $14M | 377k | 37.09 | |
| Blue Bird Corp (BLBD) | 1.5 | $14M | 431k | 32.37 | |
| Myr (MYRG) | 1.4 | $13M | 117k | 113.09 | |
| Crane Holdings (CXT) | 1.4 | $13M | 252k | 51.40 | |
| Donnelley Finl Solutions (DFIN) | 1.3 | $12M | 275k | 43.71 | |
| Nv5 Holding (NVEE) | 1.3 | $12M | 621k | 19.27 | |
| Alamo (ALG) | 1.2 | $11M | 63k | 178.21 | |
| Steven Madden (SHOO) | 1.1 | $10M | 376k | 26.64 | |
| Meta Financial (CASH) | 1.0 | $9.7M | 133k | 72.95 | |
| Prestige Brands Holdings (PBH) | 0.9 | $8.7M | 101k | 85.97 | |
| FormFactor (FORM) | 0.9 | $8.6M | 305k | 28.29 | |
| Veeco Instruments (VECO) | 0.9 | $8.1M | 405k | 20.08 | |
| Modine Manufacturing (MOD) | 0.8 | $7.4M | 97k | 76.75 | |
| SPDR Gold Trust Etf (GLD) | 0.8 | $7.0M | 24k | 288.14 | |
| Amalgamated Financial Corp (AMAL) | 0.7 | $7.0M | 242k | 28.75 | |
| Atlantic Union B (AUB) | 0.7 | $6.7M | 217k | 31.14 | |
| Century Communities (CCS) | 0.6 | $5.1M | 77k | 67.10 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.1 | $484k | 2.4k | 199.49 |
