13F HOLDINGS REPORT
NEUMEIER POMA INVESTMENT COUNSEL LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001104659-25-076349
Total Value
$1.07B
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Adtalem Global Education Inc. | ADT | 388,060 | $49.4M | 4.60% |
| 2 | Celestica Inc. | CLS | 306,134 | $47.8M | 4.45% |
| 3 | OSI Systems Inc. | OSIS | 197,462 | $44.4M | 4.14% |
| 4 | Exlservice Holdings Inc. | EXLS | 1,000,759 | $43.8M | 4.08% |
| 5 | Limbach Holdings Inc. | LMB | 288,618 | $40.4M | 3.77% |
| 6 | Dycom Industries Inc. | 267475101 | 161,874 | $39.6M | 3.68% |
| 7 | Fabrinet | FN | 133,420 | $39.3M | 3.66% |
| 8 | Huron Consulting Group Inc. | HURN | 272,845 | $37.5M | 3.50% |
| 9 | Interdigital Inc. | IDCC | 162,857 | $36.5M | 3.40% |
| 10 | WNS Holdings LTD. | G98196101 | 531,218 | $33.6M | 3.13% |
| 11 | Federal Signal Corp. | FSS | 315,603 | $33.6M | 3.13% |
| 12 | Silicon Motion Technology Corp. | SIMO | 432,255 | $32.5M | 3.03% |
| 13 | UMB Financial Corp. | 902788108 | 306,764 | $32.3M | 3.00% |
| 14 | Tetra Tech Inc. | TTEK | 887,501 | $31.9M | 2.97% |
| 15 | Comfort Systems USA Inc. | 199908104 | 59,070 | $31.7M | 2.95% |
| 16 | CBIZ Inc. | CBZ | 438,976 | $31.5M | 2.93% |
| 17 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 41068X100 | 1,161,443 | $31.2M | 2.91% |
| 18 | Tower Semiconductor LTD. | TSEM | 715,035 | $31.0M | 2.89% |
| 19 | Primo Brands Corp. | PRMB | 974,546 | $28.9M | 2.69% |
| 20 | Lakeland Financial Corp. | 511656100 | 464,425 | $28.5M | 2.66% |
| 21 | TTM Technologies Inc. | TTMI | 632,625 | $25.8M | 2.41% |
| 22 | McGrath RentCorp | MGRC | 205,406 | $23.8M | 2.22% |
| 23 | Onespaworld Holdings Limited | OSW | 1,148,447 | $23.4M | 2.18% |
| 24 | Korn Ferry | KFY | 315,685 | $23.1M | 2.16% |
| 25 | MYR Group Inc. | MYRG | 118,233 | $21.5M | 2.00% |
| 26 | Tecnoglass Inc. | TGLS | 270,610 | $20.9M | 1.95% |
| 27 | Blue Bird Corp. | BLBD | 447,430 | $19.3M | 1.80% |
| 28 | Acushnet Holdings Corp. | GOLF | 245,328 | $17.9M | 1.66% |
| 29 | Prestige Consumer Healthcare Inc. | 74112D101 | 222,495 | $17.8M | 1.65% |
| 30 | Pathward Financial Inc. | CASH | 215,135 | $17.0M | 1.59% |
| 31 | Everus Construction Group Inc. | EVEX-WT | 263,854 | $16.8M | 1.56% |
| 32 | ICF International Inc. | 44925C103 | 170,886 | $14.5M | 1.35% |
| 33 | Alamo Group Inc. | ALG | 62,889 | $13.7M | 1.28% |
| 34 | Donnelley Financial Solutions Inc. | 25787G100 | 220,730 | $13.6M | 1.27% |
| 35 | Crane NXT Co. | CXT | 250,476 | $13.5M | 1.26% |
| 36 | Modine Manufacturing Co. | 607828100 | 133,161 | $13.1M | 1.22% |
| 37 | Cavco Industries Inc. | 149568107 | 28,816 | $12.5M | 1.17% |
| 38 | NV5 Global Inc. | 62945V109 | 540,395 | $12.5M | 1.16% |
| 39 | Champion Homes Inc. | SKY | 178,011 | $11.1M | 1.04% |
| 40 | Steven Madden LTD. | 556269108 | 373,265 | $9.0M | 0.83% |
| 41 | SPDR Gold Trust | GLD | 24,166 | $7.4M | 0.69% |