13F HOLDINGS REPORT
NEUMEIER POMA INVESTMENT COUNSEL LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001104659-25-109533
Total Value
$1.22B
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Tower Semiconductor LTD. | TSEM | 781,368 | $56.5M | 4.62% |
| 2 | Adtalem Global Education Inc. | ADT | 320,477 | $49.5M | 4.05% |
| 3 | Dycom Industries Inc. | 267475101 | 166,313 | $48.5M | 3.97% |
| 4 | OSI Systems Inc. | OSIS | 194,565 | $48.5M | 3.97% |
| 5 | Silicon Motion Technology Corp. | SIMO | 478,463 | $45.4M | 3.71% |
| 6 | Exlservice Holdings Inc. | EXLS | 1,011,033 | $44.5M | 3.64% |
| 7 | TTM Technologies Inc. | TTMI | 749,125 | $43.1M | 3.53% |
| 8 | MYR Group Inc. | MYRG | 198,401 | $41.3M | 3.38% |
| 9 | Huron Consulting Group Inc. | HURN | 277,476 | $40.7M | 3.33% |
| 10 | UMB Financial Corp. | 902788108 | 338,052 | $40.0M | 3.27% |
| 11 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 41068X100 | 1,267,489 | $38.9M | 3.18% |
| 12 | Comfort Systems USA Inc. | 199908104 | 45,608 | $37.6M | 3.08% |
| 13 | Celestica Inc. | CLS | 149,950 | $36.9M | 3.02% |
| 14 | McGrath RentCorp | MGRC | 297,878 | $34.9M | 2.86% |
| 15 | Interdigital Inc. | IDCC | 97,424 | $33.6M | 2.75% |
| 16 | Tetra Tech Inc. | TTEK | 979,388 | $32.7M | 2.68% |
| 17 | Fabrinet | FN | 88,391 | $32.2M | 2.64% |
| 18 | Steven Madden LTD. | 556269108 | 955,010 | $32.0M | 2.62% |
| 19 | Lakeland Financial Corp. | 511656100 | 493,469 | $31.7M | 2.59% |
| 20 | ICF International Inc. | 44925C103 | 328,181 | $30.5M | 2.49% |
| 21 | Federal Signal Corp. | FSS | 249,961 | $29.7M | 2.43% |
| 22 | Onespaworld Holdings Limited | OSW | 1,371,407 | $29.0M | 2.37% |
| 23 | Blue Bird Corp. | BLBD | 483,310 | $27.8M | 2.28% |
| 24 | Champion Homes Inc. | SKY | 345,306 | $26.4M | 2.16% |
| 25 | Crane NXT Co. | CXT | 386,536 | $25.9M | 2.12% |
| 26 | Pathward Financial Inc. | CASH | 348,590 | $25.8M | 2.11% |
| 27 | WNS Holdings LTD. | G98196101 | 323,313 | $24.7M | 2.02% |
| 28 | Everus Construction Group Inc. | EVEX-WT | 283,979 | $24.4M | 1.99% |
| 29 | Korn Ferry | KFY | 330,402 | $23.1M | 1.89% |
| 30 | Cavco Industries Inc. | 149568107 | 38,777 | $22.5M | 1.84% |
| 31 | Primo Brands Corp. | PRMB | 1,000,956 | $22.1M | 1.81% |
| 32 | Modine Manufacturing Co. | 607828100 | 140,062 | $19.9M | 1.63% |
| 33 | Acushnet Holdings Corp. | GOLF | 253,434 | $19.9M | 1.63% |
| 34 | Alamo Group Inc. | ALG | 95,931 | $18.3M | 1.50% |
| 35 | LegalZoom.Com Inc. | LZ | 1,744,355 | $18.1M | 1.48% |
| 36 | Wiley John & Sons Inc. | 968223206 | 395,640 | $16.0M | 1.31% |
| 37 | SPDR Gold Trust | GLD | 36,636 | $13.0M | 1.07% |
| 38 | Limbach Holdings Inc. | LMB | 126,553 | $12.3M | 1.01% |
| 39 | Rev Group Inc | 749527107 | 207,940 | $11.8M | 0.96% |
| 40 | Tecnoglass Inc. | TGLS | 97,941 | $6.6M | 0.54% |
| 41 | CBIZ Inc. | CBZ | 103,035 | $5.5M | 0.45% |