Neumeier Poma Investment Counsel as of Sept. 30, 2025
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 | 781k | 72.30 | |
| Adtalem Global Ed (ATGE) | 4.1 | $50M | 321k | 154.45 | |
| Dycom Industries (DY) | 4.0 | $49M | 166k | 291.76 | |
| OSI Systems (OSIS) | 4.0 | $49M | 195k | 249.24 | |
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 3.7 | $45M | 479k | 94.81 | |
| ExlService Holdings (EXLS) | 3.6 | $45M | 1.0M | 44.03 | |
| TTM Technologies (TTMI) | 3.5 | $43M | 749k | 57.60 | |
| Myr (MYRG) | 3.4 | $41M | 198k | 208.03 | |
| Huron Consulting (HURN) | 3.3 | $41M | 278k | 146.77 | |
| UMB Financial Corporation (UMBF) | 3.3 | $40M | 338k | 118.35 | |
| Hannon Armstrong (HASI) | 3.2 | $39M | 1.3M | 30.70 | |
| Comfort Systems USA (FIX) | 3.1 | $38M | 46k | 825.18 | |
| Celestica (CLS) | 3.0 | $37M | 150k | 246.38 | |
| McGrath Rent (MGRC) | 2.9 | $35M | 298k | 117.30 | |
| InterDigital (IDCC) | 2.8 | $34M | 97k | 345.23 | |
| Tetra Tech (TTEK) | 2.7 | $33M | 979k | 33.38 | |
| Fabrinet SHS (FN) | 2.6 | $32M | 88k | 364.62 | |
| Steven Madden (SHOO) | 2.6 | $32M | 955k | 33.48 | |
| Lakeland Financial Corporation (LKFN) | 2.6 | $32M | 494k | 64.20 | |
| ICF International (ICFI) | 2.5 | $31M | 328k | 92.80 | |
| Federal Signal Corporation (FSS) | 2.4 | $30M | 250k | 118.99 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.4 | $29M | 1.4M | 21.14 | |
| Blue Bird Corp (BLBD) | 2.3 | $28M | 483k | 57.55 | |
| Skyline Corporation (SKY) | 2.2 | $26M | 345k | 76.37 | |
| Crane Holdings (CXT) | 2.1 | $26M | 387k | 67.07 | |
| Meta Financial (CASH) | 2.1 | $26M | 349k | 74.01 | |
| WNS Holdings Com Shs (WNS) | 2.0 | $25M | 323k | 76.27 | |
| Everus Constr Group (ECG) | 2.0 | $24M | 284k | 85.75 | |
| Korn/Ferry International (KFY) | 1.9 | $23M | 330k | 69.98 | |
| Cavco Industries (CVCO) | 1.8 | $23M | 39k | 580.73 | |
| Primo Brand Corp-a (PRMB) | 1.8 | $22M | 1.0M | 22.10 | |
| Modine Manufacturing (MOD) | 1.6 | $20M | 140k | 142.16 | |
| Acushnet Holdings Corp (GOLF) | 1.6 | $20M | 253k | 78.49 | |
| Alamo (ALG) | 1.5 | $18M | 96k | 190.90 | |
| Legalzoom (LZ) | 1.5 | $18M | 1.7M | 10.38 | |
| Wiley John & Sons Cl A (WLY) | 1.3 | $16M | 396k | 40.47 | |
| SPDR Gold Trust Etf (GLD) | 1.1 | $13M | 37k | 355.47 | |
| Limbach Hldgs (LMB) | 1.0 | $12M | 127k | 97.12 | |
| Rev (REVG) | 1.0 | $12M | 208k | 56.67 | |
| Tecnoglass Ord Shs (TGLS) | 0.5 | $6.6M | 98k | 66.91 | |
| Cbiz (CBZ) | 0.4 | $5.5M | 103k | 52.96 |
