Neumeier Poma Investment Counsel as of June 30, 2025
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 41 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Adtalem Global Ed (ATGE) | 4.6 | $49M | 388k | 127.23 | |
| Celestica (CLS) | 4.5 | $48M | 306k | 156.11 | |
| OSI Systems (OSIS) | 4.1 | $44M | 198k | 224.86 | |
| ExlService Holdings (EXLS) | 4.1 | $44M | 1.0M | 43.79 | |
| Limbach Hldgs (LMB) | 3.8 | $40M | 289k | 140.10 | |
| Dycom Industries (DY) | 3.7 | $40M | 162k | 244.39 | |
| Fabrinet SHS (FN) | 3.7 | $39M | 133k | 294.68 | |
| Huron Consulting (HURN) | 3.5 | $38M | 273k | 137.54 | |
| InterDigital (IDCC) | 3.4 | $37M | 163k | 224.23 | |
| WNS Holdings Com Shs (WNS) | 3.1 | $34M | 531k | 63.24 | |
| Federal Signal Corporation (FSS) | 3.1 | $34M | 316k | 106.42 | |
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 3.0 | $33M | 432k | 75.17 | |
| UMB Financial Corporation (UMBF) | 3.0 | $32M | 307k | 105.16 | |
| Tetra Tech (TTEK) | 3.0 | $32M | 888k | 35.96 | |
| Comfort Systems USA (FIX) | 3.0 | $32M | 59k | 536.21 | |
| Cbiz (CBZ) | 2.9 | $32M | 439k | 71.71 | |
| Hannon Armstrong (HASI) | 2.9 | $31M | 1.2M | 26.86 | |
| Tower Semiconductor SHS (TSEM) | 2.9 | $31M | 715k | 43.35 | |
| Primo Brand Corp-a (PRMB) | 2.7 | $29M | 975k | 29.62 | |
| Lakeland Financial Corporation (LKFN) | 2.7 | $29M | 464k | 61.45 | |
| TTM Technologies (TTMI) | 2.4 | $26M | 633k | 40.82 | |
| McGrath Rent (MGRC) | 2.2 | $24M | 205k | 115.96 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.2 | $23M | 1.1M | 20.39 | |
| Korn/Ferry International (KFY) | 2.2 | $23M | 316k | 73.33 | |
| Myr (MYRG) | 2.0 | $22M | 118k | 181.45 | |
| Tecnoglass Ord Shs (TGLS) | 1.9 | $21M | 271k | 77.36 | |
| Blue Bird Corp (BLBD) | 1.8 | $19M | 447k | 43.16 | |
| Acushnet Holdings Corp (GOLF) | 1.7 | $18M | 245k | 72.82 | |
| Prestige Brands Holdings (PBH) | 1.7 | $18M | 223k | 79.85 | |
| Meta Financial (CASH) | 1.6 | $17M | 215k | 79.12 | |
| Everus Constr Group (ECG) | 1.6 | $17M | 264k | 63.53 | |
| ICF International (ICFI) | 1.3 | $15M | 171k | 84.71 | |
| Alamo (ALG) | 1.3 | $14M | 63k | 218.38 | |
| Donnelley Finl Solutions (DFIN) | 1.3 | $14M | 221k | 61.65 | |
| Crane Holdings (CXT) | 1.3 | $14M | 251k | 53.90 | |
| Modine Manufacturing (MOD) | 1.2 | $13M | 133k | 98.50 | |
| Cavco Industries (CVCO) | 1.2 | $13M | 29k | 434.43 | |
| Nv5 Holding (NVEE) | 1.2 | $13M | 540k | 23.09 | |
| Skyline Corporation (SKY) | 1.0 | $11M | 178k | 62.61 | |
| Steven Madden (SHOO) | 0.8 | $9.0M | 373k | 23.98 | |
| SPDR Gold Trust Etf (GLD) | 0.7 | $7.4M | 24k | 304.83 |
