Neumeier Poma Investment Counsel LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 46Value: $929.9MLatest: 2025Q1

NEUMEIER POMA INVESTMENT COUNSEL LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 46 holdings worth $0.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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ExlService Holdings, Inc.

EXLS|302081104

Shares:1.0M

Value:$48.6M

% of Portfolio:5.2% ($48.6M/$929.9M)

OSI SYSTEMS INC

OSIS|671044105

Shares:244.0K

Value:$47.4M

% of Portfolio:5.1% ($47.4M/$929.9M)

Adtalem Global Education Inc.

ATGE|00737L103

Shares:406.4K

Value:$40.9M

% of Portfolio:4.4% ($40.9M/$929.9M)

InterDigital, Inc.

IDCC|45867G101

Shares:181.5K

Value:$37.5M

% of Portfolio:4.0% ($37.5M/$929.9M)

Huron Consulting Group Inc.

HURN|447462102

Shares:244.3K

Value:$35.0M

% of Portfolio:3.8% ($35.0M/$929.9M)

Primo Brands Corp

PRMB|741623102

Shares:976.3K

Value:$34.7M

% of Portfolio:3.7% ($34.7M/$929.9M)

CBIZ, Inc.

CBZ|124805102

Shares:456.4K

Value:$34.6M

% of Portfolio:3.7% ($34.6M/$929.9M)

Champion Homes, Inc.

SKY|830830105

Shares:353.4K

Value:$33.5M

% of Portfolio:3.6% ($33.5M/$929.9M)

UMB FINANCIAL CORP

UMBF|902788108

Shares:312.2K

Value:$31.6M

% of Portfolio:3.4% ($31.6M/$929.9M)

WNS (HOLDINGS) LTD

WNS|G98196101

Shares:488.1K

Value:$30.0M

% of Portfolio:3.2% ($30.0M/$929.9M)

LAKELAND FINANCIAL CORP

LKFN|511656100

Shares:475.1K

Value:$28.2M

% of Portfolio:3.0% ($28.2M/$929.9M)

CELESTICA INC

CLS|15101Q207

Shares:334.8K

Value:$26.4M

% of Portfolio:2.8% ($26.4M/$929.9M)

HA Sustainable Infrastructure Capital, Inc.

HASI|41068X100

Shares:856.9K

Value:$25.1M

% of Portfolio:2.7% ($25.1M/$929.9M)

DYCOM INDUSTRIES INC

DY|267475101

Shares:162.6K

Value:$24.8M

% of Portfolio:2.7% ($24.8M/$929.9M)

Limbach Holdings, Inc.

LMB|53263P105

Shares:327.3K

Value:$24.4M

% of Portfolio:2.6% ($24.4M/$929.9M)

TOWER SEMICONDUCTOR LTD

TSEM|M87915274

Shares:681.2K

Value:$24.3M

% of Portfolio:2.6% ($24.3M/$929.9M)

FEDERAL SIGNAL CORP /DE/

FSS|313855108

Shares:317.7K

Value:$23.4M

% of Portfolio:2.5% ($23.4M/$929.9M)

CAVCO INDUSTRIES INC.

CVCO|149568107

Shares:44.8K

Value:$23.3M

% of Portfolio:2.5% ($23.3M/$929.9M)

MCGRATH RENTCORP

MGRC|580589109

Shares:208.2K

Value:$23.2M

% of Portfolio:2.5% ($23.2M/$929.9M)

KORN FERRY

KFY|500643200

Shares:320.6K

Value:$21.7M

% of Portfolio:2.3% ($21.7M/$929.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ExlService Holdings, Inc.(EXLScusip302081104)	1.0M	QoQ -0.89% (-9.3K) YoY -18.12% (-227.7K)	All Managers (Combined)	$48.6M	5.2% ($48.6M/$929.9M)	QoQ +5.42% (-$2.5M) YoY +21.55% (-$8.6M)
OSI SYSTEMS INC(OSIScusip671044105)	244.0K	QoQ -9.75% (-26.4K) YoY -30.15% (-105.3K)	All Managers (Combined)	$47.4M	5.1% ($47.4M/$929.9M)	QoQ +4.75% (-$2.2M) YoY -4.95% (-$2.5M)
Adtalem Global Education Inc.(ATGEcusip00737L103)	406.4K	QoQ +0.22% (+900) YoY NEW(+406.4K)	All Managers (Combined)	$40.9M	4.4% ($40.9M/$929.9M)	QoQ +11.02% (+$4.1M) YoY NEW(+$40.9M)
InterDigital, Inc.(IDCCcusip45867G101)	181.5K	QoQ -16.52% (-35.9K) YoY -43.44% (-139.4K)	All Managers (Combined)	$37.5M	4.0% ($37.5M/$929.9M)	QoQ -10.91% (-$4.6M) YoY +9.83% (-$3.4M)
Huron Consulting Group Inc.(HURNcusip447462102)	244.3K	QoQ +0.72% (+1.8K) YoY +37.59% (+66.8K)	All Managers (Combined)	$35.0M	3.8% ($35.0M/$929.9M)	QoQ +16.28% (+$4.9M) YoY +104.28% (+$17.9M)
Primo Brands Corp(PRMBcusip741623102)	976.3K	QoQ -8.85% (-94.8K) YoY NEW(+976.3K)	All Managers (Combined)	$34.7M	3.7% ($34.7M/$929.9M)	QoQ +5.12% (-$1.7M) YoY NEW(+$34.7M)
CBIZ, Inc.(CBZcusip124805102)	456.4K	QoQ +0.07% (-320) YoY -33.57% (-230.7K)	All Managers (Combined)	$34.6M	3.7% ($34.6M/$929.9M)	QoQ -7.23% (-$2.7M) YoY -35.81% (-$19.3M)
Champion Homes, Inc.(SKYcusip830830105)	353.4K	QoQ -0.91% (-3.3K) YoY -12.75% (-51.6K)	All Managers (Combined)	$33.5M	3.6% ($33.5M/$929.9M)	QoQ +6.57% (-$2.1M) YoY -2.74% (-$945.0K)
UMB FINANCIAL CORP(UMBFcusip902788108)	312.2K	QoQ -0.29% (-925) YoY +179.97% (+200.7K)	All Managers (Combined)	$31.6M	3.4% ($31.6M/$929.9M)	QoQ -10.68% (-$3.8M) YoY +225.38% (+$21.9M)
WNS (HOLDINGS) LTD(WNScusipG98196101)	488.1K	QoQ +35.33% (+127.4K) YoY -14.84% (-85.1K)	All Managers (Combined)	$30.0M	3.2% ($30.0M/$929.9M)	QoQ +75.60% (+$12.9M) YoY +3.63% (-$1.1M)
LAKELAND FINANCIAL CORP(LKFNcusip511656100)	475.1K	QoQ -0.21% (-1.0K) YoY -13.92% (-76.9K)	All Managers (Combined)	$28.2M	3.0% ($28.2M/$929.9M)	QoQ -13.73% (-$4.5M) YoY -22.85% (-$8.4M)
CELESTICA INC(CLScusip15101Q207)	334.8K	QoQ +9.32% (-28.6K) YoY NEW(+334.8K)	All Managers (Combined)	$26.4M	2.8% ($26.4M/$929.9M)	QoQ -6.65% (-$1.9M) YoY NEW(+$26.4M)
HA Sustainable Infrastructure Capital, Inc.(HASIcusip41068X100)	856.9K	QoQ +48.58% (+280.2K) YoY +48.52% (+280.0K)	All Managers (Combined)	$25.1M	2.7% ($25.1M/$929.9M)	QoQ +61.93% (+$9.6M) YoY +52.91% (+$8.7M)
DYCOM INDUSTRIES INC(DYcusip267475101)	162.6K	QoQ -34.42% (-85.4K) YoY -48.90% (-155.6K)	All Managers (Combined)	$24.8M	2.7% ($24.8M/$929.9M)	QoQ -42.60% (-$18.4M) YoY -45.76% (-$20.9M)
Limbach Holdings, Inc.(LMBcusip53263P105)	327.3K	QoQ -29.12% (-134.5K) YoY -32.85% (-160.1K)	All Managers (Combined)	$24.4M	2.6% ($24.4M/$929.9M)	QoQ -38.29% (-$15.1M) YoY +20.72% (-$4.2M)
TOWER SEMICONDUCTOR LTD(TSEMcusipM87915274)	681.2K	QoQ +6.22% (-39.9K) YoY NEW(+681.2K)	All Managers (Combined)	$24.3M	2.6% ($24.3M/$929.9M)	QoQ -26.46% (-$8.7M) YoY NEW(+$24.3M)
FEDERAL SIGNAL CORP /DE/(FSScusip313855108)	317.7K	QoQ -3.03% (-10.0K) YoY -37.68% (-192.1K)	All Managers (Combined)	$23.4M	2.5% ($23.4M/$929.9M)	QoQ -22.81% (-$6.9M) YoY -45.99% (-$19.9M)
CAVCO INDUSTRIES INC.(CVCOcusip149568107)	44.8K	QoQ +47.91% (+14.5K) YoY +148.26% (+26.8K)	All Managers (Combined)	$23.3M	2.5% ($23.3M/$929.9M)	QoQ +72.24% (+$9.8M) YoY +223.26% (+$16.1M)
MCGRATH RENTCORP(MGRCcusip580589109)	208.2K	QoQ +1.67% (+3.4K) YoY +106.48% (+107.4K)	All Managers (Combined)	$23.2M	2.5% ($23.2M/$929.9M)	QoQ +1.29% (+$297.2K) YoY +86.44% (+$10.8M)
KORN FERRY(KFYcusip500643200)	320.6K	QoQ -1.89% (-6.2K) YoY -7.65% (-26.6K)	All Managers (Combined)	$21.7M	2.3% ($21.7M/$929.9M)	QoQ -1.34% (-$295.7K) YoY -4.75% (-$1.1M)