Institutional Manager · CIK 0001044936
NEUMEIER POMA INVESTMENT COUNSEL LLC
Carmel, CA · File #028-06534
Latest AUM
$1.21B
Positions
43
Top-10 Concentration
38.2%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | Tower Semiconductor LTD. | TSEM | -324,080 | -$38.1M | +$35.3M |
| REDUCE | Celestica Inc. | CLS | -105,707 | -$31.2M | +$7.4M |
| REDUCE | Comfort Systems USA Inc. | 199908104 | -31,007 | -$28.9M | +$4.9M |
| NEW | Laureate Education Inc. | LAUR | +818,340 | +$27.6M | $0 |
| NEW | Eplus Inc. | PLUS | +281,430 | +$24.7M | $0 |
| EXITED | WNS Holdings LTD. | G98196101 | -323,313 | -$24.7M | $0 |
| REDUCE | Everus Construction Group Inc. | EVEX-WT | -205,235 | -$17.6M | -$53,954 |
| ADD | Limbach Holdings Inc. | LMB | +191,685 | +$14.9M | -$2.4M |
| ADD | ICF International Inc. | 44925C103 | +152,905 | +$13.0M | -$2.5M |
| ADD | Champion Homes Inc. | SKY | +138,890 | +$11.7M | +$2.8M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202543 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Sep 202541 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Jun 202541 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Mar 202546 pos · $929.9M
- 13F HOLDINGS REPORTQ/E Dec 202443 pos · $1.03B
- 13F HOLDINGS REPORTQ/E Sep 202443 pos · $1.05B
- 13F HOLDINGS REPORTQ/E Jun 202442 pos · $1.09B
- 13F HOLDINGS REPORTQ/E Mar 202441 pos · $1.09B
- 13F HOLDINGS REPORTQ/E Dec 202343 pos · $1.02B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |