Neumeier-Poma-Investment-Counsel

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FN",
  "PBH",
  "CASH",
  "SHOO",
  "ATGE",
  "GOLF",
  "AMAL",
  "CLS",
  "AUB",
  "FORM",
  "ICFI",
  "BLBD",
  "LMB",
  "KFY",
  "NVEE",
  "MGRC",
  "MYRG",
  "ECG",
  "SIMO",
  "OSW",
  "TSEM",
  "HURN",
  "TGLS",
  "FSS",
  "GLD",
  "ALG",
  "OSIS",
  "UMBF",
  "PRMB",
  "MOD",
  "HASI",
  "IDCC",
  "LKFN",
  "VECO",
  "DY",
  "EXLS",
  "WNS",
  "CVCO",
  "CBZ",
  "CCS",
  "SKY",
  "FIX",
  "CXT",
  "DFIN",
  "TTEK",
  "IWM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 46
Total Value: 929857076
Accession Number: 0001104659-25-046939
Form Type: 13F-HR
CIK: neumeier-poma-investment-counsel
Manager Name: Neumeier-Poma-Investment-Counsel

Data Enrichment

100% identified

46 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

46 positions • $929.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Fabrinet

FN|G3323L100

Shares:100.3K

Value:$19.8M

% of Portfolio:2.1% ($19.8M/$929.9M)

ONESPAWORLD HOLDINGS Ltd

OSW|P73684113

Shares:1.2M

Value:$19.7M

% of Portfolio:2.1% ($19.7M/$929.9M)

Tecnoglass Inc.

TGLS|G87264100

Shares:270.1K

Value:$19.3M

% of Portfolio:2.1% ($19.3M/$929.9M)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:58.2K

Value:$18.8M

% of Portfolio:2.0% ($18.8M/$929.9M)

Silicon Motion Technology CORP

SIMO|82706C108

Shares:353.0K

Value:$17.8M

% of Portfolio:1.9% ($17.8M/$929.9M)

Acushnet Holdings Corp.

GOLF|005098108

Shares:245.9K

Value:$16.9M

% of Portfolio:1.8% ($16.9M/$929.9M)

TETRA TECH INC

TTEK|88162G103

Shares:549.9K

Value:$16.1M

% of Portfolio:1.7% ($16.1M/$929.9M)

ICF International, Inc.

ICFI|44925C103

Shares:171.4K

Value:$14.6M

% of Portfolio:1.6% ($14.6M/$929.9M)

Everus Construction Group, Inc.

ECG|300426103

Shares:377.2K

Value:$14.0M

% of Portfolio:1.5% ($14.0M/$929.9M)

Blue Bird Corp

BLBD|095306106

Shares:430.7K

Value:$13.9M

% of Portfolio:1.5% ($13.9M/$929.9M)

MYR GROUP INC.

MYRG|55405W104

Shares:117.4K

Value:$13.3M

% of Portfolio:1.4% ($13.3M/$929.9M)

Crane NXT, Co.

CXT|224441105

Shares:251.9K

Value:$12.9M

% of Portfolio:1.4% ($12.9M/$929.9M)

Donnelley Financial Solutions, Inc.

DFIN|25787G100

Shares:275.1K

Value:$12.0M

% of Portfolio:1.3% ($12.0M/$929.9M)

NV5 Global, Inc.

NVEE|62945V109

Shares:621.4K

Value:$12.0M

% of Portfolio:1.3% ($12.0M/$929.9M)

ALAMO GROUP INC

ALG|011311107

Shares:63.0K

Value:$11.2M

% of Portfolio:1.2% ($11.2M/$929.9M)

STEVEN MADDEN, LTD.

SHOO|556269108

Shares:376.4K

Value:$10.0M

% of Portfolio:1.1% ($10.0M/$929.9M)

PATHWARD FINANCIAL, INC.

CASH|59100U108

Shares:132.7K

Value:$9.7M

% of Portfolio:1.0% ($9.7M/$929.9M)

Prestige Consumer Healthcare Inc.

PBH|74112D101

Shares:101.3K

Value:$8.7M

% of Portfolio:0.9% ($8.7M/$929.9M)

FORMFACTOR INC

FORM|346375108

Shares:305.4K

Value:$8.6M

% of Portfolio:0.9% ($8.6M/$929.9M)

VEECO INSTRUMENTS INC

VECO|922417100

Shares:404.9K

Value:$8.1M

% of Portfolio:0.9% ($8.1M/$929.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Fabrinet(FNcusipG3323L100)	100.3K	QoQ +79.71% (+44.5K) YoY -12.10% (-13.8K)	All Managers (Combined)	$19.8M	2.1% ($19.8M/$929.9M)	QoQ +61.43% (+$7.5M) YoY -8.15% (-$1.8M)
ONESPAWORLD HOLDINGS Ltd(OSWcusipP73684113)	1.2M	QoQ +37.91% (+322.7K) YoY NEW(+1.2M)	All Managers (Combined)	$19.7M	2.1% ($19.7M/$929.9M)	QoQ +16.36% (+$2.8M) YoY NEW(+$19.7M)
Tecnoglass Inc.(TGLScusipG87264100)	270.1K	QoQ -9.53% (-28.5K) YoY +41.25% (+78.9K)	All Managers (Combined)	$19.3M	2.1% ($19.3M/$929.9M)	QoQ -18.39% (-$4.4M) YoY +94.25% (+$9.4M)
COMFORT SYSTEMS USA INC(FIXcusip199908104)	58.2K	QoQ -20.80% (-15.3K) YoY -67.44% (-120.7K)	All Managers (Combined)	$18.8M	2.0% ($18.8M/$929.9M)	QoQ -39.80% (-$12.4M) YoY -66.97% (-$38.1M)
Silicon Motion Technology CORP(SIMOcusip82706C108)	353.0K	QoQ +94.32% (+171.3K) YoY NEW(+353.0K)	All Managers (Combined)	$17.8M	1.9% ($17.8M/$929.9M)	QoQ +81.77% (+$8.0M) YoY NEW(+$17.8M)
Acushnet Holdings Corp.(GOLFcusip005098108)	245.9K	QoQ -2.83% (-7.2K) YoY NEW(+245.9K)	All Managers (Combined)	$16.9M	1.8% ($16.9M/$929.9M)	QoQ -6.13% (-$1.1M) YoY NEW(+$16.9M)
TETRA TECH INC(TTEKcusip88162G103)	549.9K	QoQ -21.86% (-153.9K) YoY +165.14% (-342.5K)	All Managers (Combined)	$16.1M	1.7% ($16.1M/$929.9M)	QoQ -42.63% (-$12.0M) YoY -58.01% (-$22.2M)
ICF International, Inc.(ICFIcusip44925C103)	171.4K	QoQ -14.10% (-28.1K) YoY -42.98% (-129.2K)	All Managers (Combined)	$14.6M	1.6% ($14.6M/$929.9M)	QoQ -38.77% (-$9.2M) YoY -67.83% (-$30.7M)
Everus Construction Group, Inc.(ECGcusip300426103)	377.2K	QoQ +1.13% (-4.2K) YoY NEW(+377.2K)	All Managers (Combined)	$14.0M	1.5% ($14.0M/$929.9M)	QoQ -42.95% (-$10.5M) YoY NEW(+$14.0M)
Blue Bird Corp(BLBDcusip095306106)	430.7K	QoQ +1.09% (-4.7K) YoY NEW(+430.7K)	All Managers (Combined)	$13.9M	1.5% ($13.9M/$929.9M)	QoQ -15.29% (-$2.5M) YoY NEW(+$13.9M)
MYR GROUP INC.(MYRGcusip55405W104)	117.4K	QoQ +1.72% (-2.0K) YoY -48.67% (-111.3K)	All Managers (Combined)	$13.3M	1.4% ($13.3M/$929.9M)	QoQ -22.67% (-$3.9M) YoY -67.16% (-$27.1M)
Crane NXT, Co.(CXTcusip224441105)	251.9K	QoQ -0.57% (-1.5K) YoY -49.01% (-242.2K)	All Managers (Combined)	$12.9M	1.4% ($12.9M/$929.9M)	QoQ -12.22% (-$1.8M) YoY -57.66% (-$17.6M)
Donnelley Financial Solutions, Inc.(DFINcusip25787G100)	275.1K	QoQ -14.85% (-48.0K) YoY +9.43% (-23.7K)	All Managers (Combined)	$12.0M	1.3% ($12.0M/$929.9M)	QoQ -40.67% (-$8.2M) YoY -22.86% (-$3.6M)
NV5 Global, Inc.(NVEEcusip62945V109)	621.4K	QoQ +1.50% (+9.2K) YoY +179.62% (-399.2K)	All Managers (Combined)	$12.0M	1.3% ($12.0M/$929.9M)	QoQ +3.81% (+$440.5K) YoY -45.02% (-$9.8M)
ALAMO GROUP INC(ALGcusip011311107)	63.0K	QoQ -26.19% (-22.4K) YoY -64.78% (-115.9K)	All Managers (Combined)	$11.2M	1.2% ($11.2M/$929.9M)	QoQ -29.25% (-$4.6M) YoY -72.51% (-$29.6M)
STEVEN MADDEN, LTD.(SHOOcusip556269108)	376.4K	QoQ -16.66% (-75.2K) YoY -33.02% (-185.6K)	All Managers (Combined)	$10.0M	1.1% ($10.0M/$929.9M)	QoQ -47.78% (-$9.2M) YoY -57.80% (-$13.7M)
PATHWARD FINANCIAL, INC.(CASHcusip59100U108)	132.7K	QoQ NEW(+132.7K) YoY NEW(+132.7K)	All Managers (Combined)	$9.7M	1.0% ($9.7M/$929.9M)	QoQ NEW(+$9.7M) YoY NEW(+$9.7M)
Prestige Consumer Healthcare Inc.(PBHcusip74112D101)	101.3K	QoQ NEW(+101.3K) YoY NEW(+101.3K)	All Managers (Combined)	$8.7M	0.9% ($8.7M/$929.9M)	QoQ NEW(+$8.7M) YoY NEW(+$8.7M)
FORMFACTOR INC(FORMcusip346375108)	305.4K	QoQ -24.61% (-99.7K) YoY -12.73% (-44.6K)	All Managers (Combined)	$8.6M	0.9% ($8.6M/$929.9M)	QoQ -51.53% (-$9.2M) YoY -45.89% (-$7.3M)
VEECO INSTRUMENTS INC(VECOcusip922417100)	404.9K	QoQ -3.42% (-14.4K) YoY -67.24% (-831.1K)	All Managers (Combined)	$8.1M	0.9% ($8.1M/$929.9M)	QoQ -27.64% (-$3.1M) YoY -81.29% (-$35.3M)