Neumeier Poma Investment Counsel as of Dec. 31, 2025
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 | 457k | 117.42 | |
| OSI Systems (OSIS) | 4.1 | $50M | 196k | 255.06 | |
| Huron Consulting (HURN) | 4.1 | $49M | 285k | 172.91 | |
| Dycom Industries (DY) | 3.8 | $46M | 137k | 337.90 | |
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 3.7 | $45M | 482k | 92.70 | |
| Myr (MYRG) | 3.6 | $44M | 202k | 218.50 | |
| Steven Madden (SHOO) | 3.6 | $44M | 1.1M | 41.64 | |
| TTM Technologies (TTMI) | 3.6 | $44M | 638k | 69.00 | |
| Hannon Armstrong (HASI) | 3.6 | $44M | 1.4M | 31.43 | |
| ExlService Holdings (EXLS) | 3.5 | $42M | 995k | 42.44 | |
| ICF International (ICFI) | 3.4 | $41M | 481k | 85.30 | |
| Skyline Corporation (SKY) | 3.4 | $41M | 484k | 84.50 | |
| Fabrinet SHS (FN) | 3.3 | $40M | 88k | 455.28 | |
| UMB Financial Corporation (UMBF) | 3.2 | $39M | 337k | 115.04 | |
| Tetra Tech (TTEK) | 3.1 | $38M | 1.1M | 33.54 | |
| Adtalem Global Ed (ATGE) | 2.9 | $35M | 334k | 103.47 | |
| Cavco Industries (CVCO) | 2.7 | $33M | 55k | 590.74 | |
| Acushnet Holdings Corp (GOLF) | 2.5 | $31M | 384k | 79.82 | |
| McGrath Rent (MGRC) | 2.5 | $31M | 292k | 104.93 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.3 | $28M | 1.3M | 20.74 | |
| Laureate Education Inc cl a (LAUR) | 2.3 | $28M | 818k | 33.67 | |
| Lakeland Financial Corporation (LKFN) | 2.3 | $28M | 482k | 57.06 | |
| Korn/Ferry International (KFY) | 2.2 | $27M | 411k | 66.02 | |
| Limbach Hldgs (LMB) | 2.0 | $25M | 318k | 77.85 | |
| ePlus (PLUS) | 2.0 | $25M | 281k | 87.70 | |
| Federal Signal Corporation (FSS) | 2.0 | $24M | 223k | 108.59 | |
| InterDigital (IDCC) | 1.9 | $22M | 70k | 318.38 | |
| Blue Bird Corp (BLBD) | 1.8 | $22M | 476k | 47.00 | |
| Meta Financial (CASH) | 1.5 | $19M | 264k | 71.00 | |
| Crane Holdings (CXT) | 1.4 | $18M | 371k | 47.07 | |
| SPDR Gold Trust Etf (GLD) | 1.4 | $17M | 43k | 396.31 | |
| Modine Manufacturing (MOD) | 1.3 | $16M | 122k | 133.51 | |
| Legalzoom (LZ) | 1.3 | $16M | 1.6M | 9.93 | |
| Alamo (ALG) | 1.3 | $16M | 93k | 167.87 | |
| Primo Brand Corp-a (PRMB) | 1.2 | $14M | 868k | 16.35 | |
| Comfort Systems USA (FIX) | 1.1 | $14M | 15k | 933.29 | |
| Celestica (CLS) | 1.1 | $13M | 44k | 295.61 | |
| Wiley John & Sons Cl A (WLY) | 1.0 | $12M | 394k | 30.63 | |
| UFP Technologies (UFPT) | 1.0 | $12M | 52k | 222.03 | |
| Rev | 0.9 | $11M | 186k | 60.81 | |
| Everus Constr Group (ECG) | 0.6 | $6.7M | 79k | 85.56 | |
| Cbiz (CBZ) | 0.4 | $5.1M | 102k | 50.45 | |
| FTI Consulting (FCN) | 0.3 | $3.8M | 22k | 170.83 |
