Neumeier Poma Investment Counsel LLC Top Holdings and 13F Report (2025) About Neumeier Poma Investment Counsel LLCInvestment ActivityNeumeier Poma Investment Counsel LLC has $1.07 billion in total holdings as of June 30, 2025.Neumeier Poma Investment Counsel LLC owns shares of 41 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 8.49% of the portfolio was purchased this quarter.About 9.22% of the portfolio was sold this quarter.This quarter, Neumeier Poma Investment Counsel LLC has purchased 46 new stocks and bought additional shares in 14 stocks.Neumeier Poma Investment Counsel LLC sold shares of 26 stocks and completely divested from 6 stocks this quarter.Largest Holdings Adtalem Global Education $49,372,874Celestica Inc. $47,790,578OSI Systems $44,401,305ExlService $43,823,237Limbach $40,435,382 Largest New Holdings this Quarter 87305R109 - TTM Technologies $25,823,753 Holding Largest Purchases this Quarter TTM Technologies 632,625 shares (about $25.82M)Tetra Tech 337,580 shares (about $12.14M)Fabrinet 33,117 shares (about $9.76M)Prestige Consumer Healthcare 121,145 shares (about $9.67M)HA Sustainable Infrastructure Capital 304,535 shares (about $8.18M) Largest Sales this Quarter Champion Homes 175,345 shares (about $10.98M)OSI Systems 46,516 shares (about $10.46M)Everus Construction Group Inc. 113,305 shares (about $7.20M)Cavco Industries 15,995 shares (about $6.95M)Limbach 38,708 shares (about $5.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNeumeier Poma Investment Counsel LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorATGEAdtalem Global Education$49,372,874$2,337,215 ▼-4.5%388,0604.6%Consumer DiscretionaryCelestica Inc.$47,790,578$4,479,576 ▼-8.6%306,1344.5%COMOSISOSI Systems$44,401,305$10,459,588 ▼-19.1%197,4624.1%Computer and TechnologyEXLSExlService$43,823,237$1,241,228 ▼-2.8%1,000,7594.1%Computer and TechnologyLMBLimbach$40,435,382$5,422,991 ▼-11.8%288,6183.8%ConstructionDYDycom Industries$39,560,387$176,694 ▼-0.4%161,8743.7%ConstructionFNFabrinet$39,316,206$9,758,918 ▲33.0%133,4203.7%Computer and TechnologyHURNHuron Consulting Group$37,527,101$3,923,604 ▲11.7%272,8453.5%Business ServicesIDCCInterDigital$36,517,425$4,182,562 ▼-10.3%162,8573.4%Computer and TechnologyWNS Holdings LTD.$33,594,226$2,726,593 ▲8.8%531,2183.1%COM SHSFSSFederal Signal$33,586,471$227,207 ▼-0.7%315,6033.1%Multi-Sector ConglomeratesSIMOSilicon Motion Technology$32,492,608$5,956,471 ▲22.4%432,2553.0%Computer and TechnologyUMBFUMB Financial$32,259,302$571,545 ▼-1.7%306,7643.0%FinanceTTEKTetra Tech$31,914,536$12,139,377 ▲61.4%887,5013.0%IndustrialsFIXComfort Systems USA$31,673,925$446,663 ▲1.4%59,0703.0%ConstructionCBZCBIZ$31,478,969$1,248,184 ▼-3.8%438,9762.9%Business ServicesHASIHA Sustainable Infrastructure Capital$31,196,359$8,179,810 ▲35.5%1,161,4432.9%FinanceTSEMTower Semiconductor$30,996,767$1,466,097 ▲5.0%715,0352.9%Computer and TechnologyPrimo Brands Corp.$28,866,053$53,020 ▼-0.2%974,5462.7%COMLKFNLakeland Financial$28,538,916$656,102 ▼-2.2%464,4252.7%FinanceTTMITTM Technologies$25,823,753$25,823,753 ▲New Holding632,6252.4%Computer and TechnologyMGRCMcGrath RentCorp$23,818,880$329,326 ▼-1.4%205,4062.2%FinanceOSWOneSpaWorld$23,416,834$517,498 ▼-2.2%1,148,4472.2%Consumer DiscretionaryKFYKorn/Ferry International$23,149,181$360,417 ▼-1.5%315,6852.2%Business ServicesMYRGMYR Group$21,453,378$160,039 ▲0.8%118,2332.0%UtilitiesTGLSTecnoglass$20,934,390$39,840 ▲0.2%270,6101.9%Retail/WholesaleBLBDBlue Bird$19,311,079$723,577 ▲3.9%447,4301.8%Auto/Tires/TrucksGOLFAcushnet$17,864,785$45,148 ▼-0.3%245,3281.7%Consumer DiscretionaryPBHPrestige Consumer Healthcare$17,766,226$9,673,428 ▲119.5%222,4951.7%MedicalCASHPathward Financial$17,021,481$6,523,840 ▲62.1%215,1351.6%FinanceEverus Construction Group Inc.$16,762,645$7,198,267 ▼-30.0%263,8541.6%COMICFIICF International$14,475,753$41,084 ▼-0.3%170,8861.3%Business ServicesALGAlamo Group$13,733,700$25,114 ▼-0.2%62,8891.3%IndustrialsDFINDonnelley Financial Solutions$13,608,005$3,350,678 ▼-19.8%220,7301.3%Computer and TechnologyCXTCrane NXT$13,500,656$77,077 ▼-0.6%250,4761.3%Business ServicesMODModine Manufacturing$13,116,359$3,564,912 ▲37.3%133,1611.2%Auto/Tires/TrucksCVCOCavco Industries$12,518,535$6,948,708 ▼-35.7%28,8161.2%ConstructionNVEENV5 Global$12,477,721$1,871,491 ▼-13.0%540,3951.2%Business ServicesSKYChampion Homes$11,145,269$10,978,351 ▼-49.6%178,0111.0%ConstructionSHOOSteven Madden$8,950,895$75,009 ▼-0.8%373,2650.8%Consumer DiscretionaryGLDSPDR Gold Shares$7,366,521$39,323 ▼-0.5%24,1660.7%FinanceFORMFormFactor$0$8,639,483 ▼-100.0%00.0%Computer and TechnologyVECOVeeco Instruments$0$8,129,428 ▼-100.0%00.0%Computer and TechnologyAMALAmalgamated Financial$0$6,961,956 ▼-100.0%00.0%FinanceAUBAtlantic Union Bankshares$0$6,746,325 ▼-100.0%00.0%FinanceCCSCentury Communities$0$5,130,332 ▼-100.0%00.0%ConstructionIWMiShares Russell 2000 ETF$0$483,763 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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