Neumeier Poma Investment Counsel LLC Top Holdings and 13F Report (2025) About Neumeier Poma Investment Counsel LLCInvestment ActivityNeumeier Poma Investment Counsel LLC has $929.86 million in total holdings as of March 31, 2025.Neumeier Poma Investment Counsel LLC owns shares of 46 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 8.33% of the portfolio was purchased this quarter.About 9.80% of the portfolio was sold this quarter.This quarter, Neumeier Poma Investment Counsel LLC has purchased 43 new stocks and bought additional shares in 16 stocks.Neumeier Poma Investment Counsel LLC sold shares of 26 stocks and completely divested from 1 stock this quarter.Largest Holdings ExlService $48,584,000OSI Systems $47,414,685Adtalem Global Education $40,903,115InterDigital $37,527,193Huron Consulting Group $35,047,417 Largest New Holdings this Quarter 59100U108 - Pathward Financial $9,679,006 Holding74112D101 - Prestige Consumer Healthcare $8,713,060 Holding78463V107 - SPDR Gold Shares $7,000,361 Holding464287655 - iShares Russell 2000 ETF $483,763 Holding Largest Purchases this Quarter Pathward Financial 132,680 shares (about $9.68M)Fabrinet 44,491 shares (about $8.79M)Prestige Consumer Healthcare 101,350 shares (about $8.71M)Silicon Motion Technology 171,350 shares (about $8.66M)HA Sustainable Infrastructure Capital 280,215 shares (about $8.19M) Largest Sales this Quarter Dycom Industries 85,362 shares (about $13.00M)Limbach 134,499 shares (about $10.02M)Atlantic Union Bankshares 308,875 shares (about $9.62M)InterDigital 35,934 shares (about $7.43M)Modine Manufacturing 82,462 shares (about $6.33M) 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 PortfolioSectorEXLSExlService$48,584,000$438,581 ▼-0.9%1,029,1045.2%Business ServicesOSISOSI Systems$47,414,685$5,123,580 ▼-9.8%243,9785.1%Computer and TechnologyATGEAdtalem Global Education$40,903,115$90,576 ▲0.2%406,4304.4%Consumer DiscretionaryIDCCInterDigital$37,527,193$7,429,355 ▼-16.5%181,5104.0%Computer and TechnologyHURNHuron Consulting Group$35,047,417$252,472 ▲0.7%244,3183.8%Business ServicesPrimo Brands Corp.$34,650,165$3,365,339 ▼-8.9%976,3363.7%COMCBZCBIZ$34,621,139$24,275 ▲0.1%456,3823.7%Business ServicesSKYSkyline Champion$33,484,015$308,918 ▼-0.9%353,3563.6%ConstructionUMBFUMB Financial$31,563,319$93,518 ▼-0.3%312,1993.4%FinanceWNS Holdings LTD.$30,013,453$7,836,593 ▲35.3%488,1033.2%COM SHSLKFNLakeland Financial$28,240,063$60,094 ▼-0.2%475,1023.0%FinanceCelestica Inc.$26,387,873$2,251,523 ▲9.3%334,8292.8%COMHASIHA Sustainable Infrastructure Capital$25,055,990$8,193,487 ▲48.6%856,9082.7%FinanceDYDycom Industries$24,770,027$13,004,047 ▼-34.4%162,5972.7%ConstructionLMBLimbach$24,375,967$10,016,140 ▼-29.1%327,3262.6%ConstructionTSEMTower Semiconductor$24,292,127$1,422,834 ▲6.2%681,2152.6%Computer and TechnologyFSSFederal Signal$23,369,630$732,558 ▼-3.0%317,7382.5%Multi-Sector ConglomeratesCVCOCavco Industries$23,285,140$7,542,429 ▲47.9%44,8112.5%ConstructionMGRCMcGrath RentCorp$23,198,604$383,216 ▲1.7%208,2462.5%FinanceKFYKorn Ferry$21,746,298$419,868 ▼-1.9%320,6002.3%Business ServicesFNFabrinet$19,810,846$8,787,418 ▲79.7%100,3032.1%Computer and TechnologyOSWOneSpaWorld$19,708,555$5,418,217 ▲37.9%1,173,8272.1%Consumer DiscretionaryTGLSTecnoglass$19,325,297$2,035,955 ▼-9.5%270,0952.1%Retail/WholesaleFIXComfort Systems USA$18,771,532$4,930,682 ▼-20.8%58,2372.0%ConstructionSIMOSilicon Motion Technology$17,848,438$8,663,456 ▲94.3%353,0151.9%Computer and TechnologyGOLFAcushnet$16,886,790$491,949 ▼-2.8%245,9481.8%Consumer DiscretionaryTTEKTetra Tech$16,085,189$4,502,014 ▼-21.9%549,9211.7%IndustrialsICFIICF International$14,561,394$2,390,631 ▼-14.1%171,3711.6%Business ServicesEverus Construction Group Inc.$13,988,827$156,520 ▲1.1%377,1591.5%COMBLBDBlue Bird$13,940,626$150,520 ▲1.1%430,6651.5%Auto/Tires/TrucksMYRGMYR Group$13,271,225$225,049 ▲1.7%117,3511.4%UtilitiesCXTCrane NXT$12,947,968$75,044 ▼-0.6%251,9061.4%Business ServicesDFINDonnelley Financial Solutions$12,023,747$2,098,080 ▼-14.9%275,0801.3%Computer and TechnologyNVEENV5 Global$11,975,284$177,188 ▲1.5%621,4471.3%Business ServicesALGAlamo Group$11,227,943$3,985,132 ▼-26.2%63,0041.2%IndustrialsSHOOSteven Madden$10,027,110$2,004,607 ▼-16.7%376,3931.1%Consumer DiscretionaryCASHPathward Financial$9,679,006$9,679,006 ▲New Holding132,6801.0%FinancePBHPrestige Consumer Healthcare$8,713,060$8,713,060 ▲New Holding101,3500.9%MedicalFORMFormFactor$8,639,483$2,821,645 ▼-24.6%305,3900.9%Computer and TechnologyVECOVeeco Instruments$8,129,428$288,248 ▼-3.4%404,8520.9%Computer and TechnologyMODModine Manufacturing$7,442,371$6,328,959 ▼-46.0%96,9690.8%Auto/Tires/TrucksGLDSPDR Gold Shares$7,000,361$7,000,361 ▲New Holding24,2950.8%FinanceAMALAmalgamated Financial$6,961,956$4,284,900 ▼-38.1%242,1550.7%FinanceAUBAtlantic Union Bankshares$6,746,325$9,618,367 ▼-58.8%216,6450.7%FinanceCCSCentury Communities$5,130,332$188,887 ▼-3.6%76,4580.6%ConstructionIWMiShares Russell 2000 ETF$483,763$483,763 ▲New Holding2,4250.1%FinanceVCVisteon$0$4,125,835 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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