13F HOLDINGS REPORT
NEUMEIER POMA INVESTMENT COUNSEL LLC
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001104659-26-012937
Total Value
$1.21B
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Tower Semiconductor LTD. | TSEM | 457,288 | $53.7M | 4.44% |
| 2 | OSI Systems Inc. | OSIS | 195,795 | $49.9M | 4.13% |
| 3 | Huron Consulting Group Inc. | HURN | 284,856 | $49.3M | 4.07% |
| 4 | Dycom Industries Inc. | 267475101 | 136,848 | $46.2M | 3.82% |
| 5 | Silicon Motion Technology Corp. | SIMO | 481,818 | $44.7M | 3.69% |
| 6 | MYR Group Inc. | MYRG | 201,539 | $44.0M | 3.64% |
| 7 | Steven Madden LTD. | 556269108 | 1,057,465 | $44.0M | 3.64% |
| 8 | TTM Technologies Inc. | TTMI | 637,790 | $44.0M | 3.64% |
| 9 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 41068X100 | 1,392,799 | $43.8M | 3.62% |
| 10 | Exlservice Holdings Inc. | EXLS | 994,683 | $42.2M | 3.49% |
| 11 | ICF International Inc. | 44925C103 | 481,086 | $41.0M | 3.39% |
| 12 | Champion Homes Inc. | SKY | 484,196 | $40.9M | 3.38% |
| 13 | Fabrinet | FN | 87,671 | $39.9M | 3.30% |
| 14 | UMB Financial Corp. | 902788108 | 336,712 | $38.7M | 3.20% |
| 15 | Tetra Tech Inc. | TTEK | 1,126,603 | $37.8M | 3.12% |
| 16 | Adtalem Global Education Inc. | ADT | 333,592 | $34.5M | 2.85% |
| 17 | Cavco Industries Inc. | 149568107 | 55,312 | $32.7M | 2.70% |
| 18 | Acushnet Holdings Corp. | GOLF | 384,424 | $30.7M | 2.54% |
| 19 | McGrath RentCorp | MGRC | 292,003 | $30.6M | 2.53% |
| 20 | Onespaworld Holdings Limited | OSW | 1,347,742 | $28.0M | 2.31% |
| 21 | Laureate Education Inc. | LAUR | 818,340 | $27.6M | 2.28% |
| 22 | Lakeland Financial Corp. | 511656100 | 482,244 | $27.5M | 2.27% |
| 23 | Korn Ferry | KFY | 411,262 | $27.2M | 2.24% |
| 24 | Limbach Holdings Inc. | LMB | 318,238 | $24.8M | 2.05% |
| 25 | Eplus Inc. | PLUS | 281,430 | $24.7M | 2.04% |
| 26 | Federal Signal Corp. | FSS | 222,931 | $24.2M | 2.00% |
| 27 | Interdigital Inc. | IDCC | 70,319 | $22.4M | 1.85% |
| 28 | Blue Bird Corp. | BLBD | 476,190 | $22.4M | 1.85% |
| 29 | Pathward Financial Inc. | CASH | 264,100 | $18.8M | 1.55% |
| 30 | Crane NXT Co. | CXT | 371,015 | $17.5M | 1.44% |
| 31 | SPDR Gold Trust | GLD | 43,185 | $17.1M | 1.41% |
| 32 | Modine Manufacturing Co. | 607828100 | 122,052 | $16.3M | 1.35% |
| 33 | LegalZoom.Com Inc. | LZ | 1,597,435 | $15.9M | 1.31% |
| 34 | Alamo Group Inc. | ALG | 93,066 | $15.6M | 1.29% |
| 35 | Primo Brands Corp. | PRMB | 868,085 | $14.2M | 1.17% |
| 36 | Comfort Systems USA Inc. | 199908104 | 14,601 | $13.6M | 1.13% |
| 37 | Celestica Inc. | CLS | 44,243 | $13.1M | 1.08% |
| 38 | Wiley John & Sons Inc. | 968223206 | 393,715 | $12.1M | 1.00% |
| 39 | UFP Technologies Inc. | UFPT | 52,120 | $11.6M | 0.96% |
| 40 | Rev Group Inc | 749527107 | 185,660 | $11.3M | 0.93% |
| 41 | Everus Construction Group Inc. | EVEX-WT | 78,744 | $6.7M | 0.56% |
| 42 | CBIZ Inc. | CBZ | 101,585 | $5.1M | 0.42% |
| 43 | FTI Consulting | FCN | 22,285 | $3.8M | 0.31% |