NEUMEIER POMA INVESTMENT COUNSEL LLC Concentrated Active

CIK: 0001044936 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $1,221,898 (100.0% shares, 0.0% debt)

Holdings (41)

TSEM Tower Semiconductor LTD. 4.6%

Value ($000) $56,493 Shares 781,368 Est. Cost $47.03 Unrealized +16.1%

CVSA Adtalem Global Education Inc. 4.1%

Value ($000) $49,498 Shares 320,477 Est. Cost $72.57 Unrealized +76.5%

DY Dycom Industries Inc. 4.0%

Value ($000) $48,523 Shares 166,313 Est. Cost $102.99 Unrealized +154.8%

OSIS OSI Systems Inc. 4.0%

Value ($000) $48,493 Shares 194,565 Est. Cost $82.59 Unrealized +176.4%

SIMO Silicon Motion Technology Corp. 3.7%

Value ($000) $45,363 Shares 478,463 Est. Cost $70.46 Unrealized —

EXLS Exlservice Holdings Inc. 3.6%

Value ($000) $44,516 Shares 1,011,033 Est. Cost $26.85 Unrealized +61.3%

TTMI TTM Technologies Inc. 3.5%

Value ($000) $43,150 Shares 749,125 Est. Cost $30.58 Unrealized +52.0%

MYRG MYR Group Inc. 3.4%

Value ($000) $41,273 Shares 198,401 Est. Cost $139.62 Unrealized +33.7%

HURN Huron Consulting Group Inc. 3.3%

Value ($000) $40,725 Shares 277,476 Est. Cost $104.25 Unrealized +30.8%

UMBF UMB Financial Corp. 3.3%

Value ($000) $40,008 Shares 338,052 Est. Cost $91.67 Unrealized +25.7%

HASI Hannon Armstrong Sustainable Infrastructure Capital Inc. 3.2%

Value ($000) $38,912 Shares 1,267,489 Est. Cost $23.07 Unrealized +16.4%

FIX Comfort Systems USA Inc. 3.1%

Value ($000) $37,635 Shares 45,608 Est. Cost $150.41 Unrealized +350.2%

CLS Celestica Inc. 3.0%

Value ($000) $36,945 Shares 149,950 Est. Cost $61.41 Unrealized +228.3%

MGRC McGrath RentCorp 2.9%

Value ($000) $34,941 Shares 297,878 Est. Cost $110.90 Unrealized +8.8%

IDCC Interdigital Inc. 2.8%

Value ($000) $33,634 Shares 97,424 Est. Cost $58.18 Unrealized +366.9%

TTEK Tetra Tech Inc. 2.7%

Value ($000) $32,692 Shares 979,388 Est. Cost $35.76 Unrealized +1.6%

FN Fabrinet 2.6%

Value ($000) $32,229 Shares 88,391 Est. Cost $168.01 Unrealized +96.0%

SHOO Steven Madden LTD. 2.6%

Value ($000) $31,974 Shares 955,010 Est. Cost $28.96 Unrealized -4.2%

LKFN Lakeland Financial Corp. 2.6%

Value ($000) $31,681 Shares 493,469 Est. Cost $43.73 Unrealized +45.6%

ICFI ICF International Inc. 2.5%

Value ($000) $30,455 Shares 328,181 Est. Cost $105.66 Unrealized -12.3%

FSS Federal Signal Corp. 2.4%

Value ($000) $29,743 Shares 249,961 Est. Cost $20.66 Unrealized +479.9%

OSW Onespaworld Holdings Limited 2.4%

Value ($000) $28,992 Shares 1,371,407 Est. Cost $18.38 Unrealized +18.6%

BLBD Blue Bird Corp. 2.3%

Value ($000) $27,814 Shares 483,310 Est. Cost $49.09 Unrealized +6.3%

SKY Champion Homes Inc. 2.2%

Value ($000) $26,371 Shares 345,306 Est. Cost $68.20 Unrealized +3.5%

CXT Crane NXT Co. 2.1%

Value ($000) $25,925 Shares 386,536 Est. Cost $56.05 Unrealized +5.8%

CASH Pathward Financial Inc. 2.1%

Value ($000) $25,799 Shares 348,590 Est. Cost $76.82 Unrealized +1.3%

— WNS Holdings LTD. 2.0%

Value ($000) $24,659 Shares 323,313 Est. Cost $54.51 Unrealized —

ECG Everus Construction Group Inc. 2.0%

Value ($000) $24,351 Shares 283,979 Est. Cost $63.64 Unrealized +16.8%

KFY Korn Ferry 1.9%

Value ($000) $23,122 Shares 330,402 Est. Cost $61.41 Unrealized +17.2%

CVCO Cavco Industries Inc. 1.8%

Value ($000) $22,519 Shares 38,777 Est. Cost $408.48 Unrealized +19.7%

PRMB Primo Brands Corp. 1.8%

Value ($000) $22,121 Shares 1,000,956 Est. Cost $28.01 Unrealized -7.6%

MOD Modine Manufacturing Co. 1.6%

Value ($000) $19,911 Shares 140,062 Est. Cost $63.19 Unrealized +101.4%

GOLF Acushnet Holdings Corp. 1.6%

Value ($000) $19,892 Shares 253,434 Est. Cost $64.22 Unrealized +20.9%

ALG Alamo Group Inc. 1.5%

Value ($000) $18,313 Shares 95,931 Est. Cost $150.52 Unrealized +42.2%

LZ LegalZoom.Com Inc. 1.5%

Value ($000) $18,106 Shares 1,744,355 Est. Cost $9.97 Unrealized 0.0%

WLY Wiley John & Sons Inc. 1.3%

Value ($000) $16,012 Shares 395,640 Est. Cost $39.52 Unrealized 0.0%

GLD SPDR Gold Trust 1.1%

Value ($000) $13,023 Shares 36,636 Est. Cost $311.06 Unrealized —

LMB Limbach Holdings Inc. 1.0%

Value ($000) $12,291 Shares 126,553 Est. Cost $45.51 Unrealized +164.5%

— Rev Group Inc 1.0%

Value ($000) $11,784 Shares 207,940 Est. Cost $56.67 Unrealized —

TGLS Tecnoglass Inc. 0.5%

Value ($000) $6,553 Shares 97,941 Est. Cost $47.38 Unrealized +55.7%

CBZ CBIZ Inc. 0.4%

Value ($000) $5,457 Shares 103,035 Est. Cost $48.12 Unrealized +34.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TSEM	Tower Semiconductor LTD.	781,368	$56,493	4.6%	$47.03	+16.1%	SHS	M87915274
CVSA	Adtalem Global Education Inc.	320,477	$49,498	4.1%	$72.57	+76.5%	COM	00737L103
DY	Dycom Industries Inc.	166,313	$48,523	4.0%	$102.99	+154.8%	COM	267475101
OSIS	OSI Systems Inc.	194,565	$48,493	4.0%	$82.59	+176.4%	COM	671044105
SIMO	Silicon Motion Technology Corp.	478,463	$45,363	3.7%	$70.46	—	SPONSORED ADR	82706C108
EXLS	Exlservice Holdings Inc.	1,011,033	$44,516	3.6%	$26.85	+61.3%	COM	302081104
TTMI	TTM Technologies Inc.	749,125	$43,150	3.5%	$30.58	+52.0%	COM	87305R109
MYRG	MYR Group Inc.	198,401	$41,273	3.4%	$139.62	+33.7%	COM	55405W104
HURN	Huron Consulting Group Inc.	277,476	$40,725	3.3%	$104.25	+30.8%	COM	447462102
UMBF	UMB Financial Corp.	338,052	$40,008	3.3%	$91.67	+25.7%	COM	902788108
HASI	Hannon Armstrong Sustainable Infrastructure Capital Inc.	1,267,489	$38,912	3.2%	$23.07	+16.4%	COM	41068X100
FIX	Comfort Systems USA Inc.	45,608	$37,635	3.1%	$150.41	+350.2%	COM	199908104
CLS	Celestica Inc.	149,950	$36,945	3.0%	$61.41	+228.3%	COM	15101Q207
MGRC	McGrath RentCorp	297,878	$34,941	2.9%	$110.90	+8.8%	COM	580589109
IDCC	Interdigital Inc.	97,424	$33,634	2.8%	$58.18	+366.9%	COM	45867G101
TTEK	Tetra Tech Inc.	979,388	$32,692	2.7%	$35.76	+1.6%	COM	88162G103
FN	Fabrinet	88,391	$32,229	2.6%	$168.01	+96.0%	SHS	G3323L100
SHOO	Steven Madden LTD.	955,010	$31,974	2.6%	$28.96	-4.2%	COM	556269108
LKFN	Lakeland Financial Corp.	493,469	$31,681	2.6%	$43.73	+45.6%	COM	511656100
ICFI	ICF International Inc.	328,181	$30,455	2.5%	$105.66	-12.3%	COM	44925C103
FSS	Federal Signal Corp.	249,961	$29,743	2.4%	$20.66	+479.9%	COM	313855108
OSW	Onespaworld Holdings Limited	1,371,407	$28,992	2.4%	$18.38	+18.6%	COM	P73684113
BLBD	Blue Bird Corp.	483,310	$27,814	2.3%	$49.09	+6.3%	COM	095306106
SKY	Champion Homes Inc.	345,306	$26,371	2.2%	$68.20	+3.5%	COM	830830105
CXT	Crane NXT Co.	386,536	$25,925	2.1%	$56.05	+5.8%	COM	224441105
CASH	Pathward Financial Inc.	348,590	$25,799	2.1%	$76.82	+1.3%	COM	59100U108
—	WNS Holdings LTD.	323,313	$24,659	2.0%	$54.51	—	COM SHS	G98196101
ECG	Everus Construction Group Inc.	283,979	$24,351	2.0%	$63.64	+16.8%	COM	300426103
KFY	Korn Ferry	330,402	$23,122	1.9%	$61.41	+17.2%	COM	500643200
CVCO	Cavco Industries Inc.	38,777	$22,519	1.8%	$408.48	+19.7%	COM	149568107
PRMB	Primo Brands Corp.	1,000,956	$22,121	1.8%	$28.01	-7.6%	COM	741623102
MOD	Modine Manufacturing Co.	140,062	$19,911	1.6%	$63.19	+101.4%	COM	607828100
GOLF	Acushnet Holdings Corp.	253,434	$19,892	1.6%	$64.22	+20.9%	COM	005098108
ALG	Alamo Group Inc.	95,931	$18,313	1.5%	$150.52	+42.2%	COM	011311107
LZ	LegalZoom.Com Inc.	1,744,355	$18,106	1.5%	$9.97	0.0%	COM	52466B103
WLY	Wiley John & Sons Inc.	395,640	$16,012	1.3%	$39.52	0.0%	CL A	968223206
GLD	SPDR Gold Trust	36,636	$13,023	1.1%	$311.06	—	ETF	78463V107
LMB	Limbach Holdings Inc.	126,553	$12,291	1.0%	$45.51	+164.5%	COM	53263P105
—	Rev Group Inc	207,940	$11,784	1.0%	$56.67	—	COM	749527107
TGLS	Tecnoglass Inc.	97,941	$6,553	0.5%	$47.38	+55.7%	ORD SHS	G87264100
CBZ	CBIZ Inc.	103,035	$5,457	0.4%	$48.12	+34.0%	COM	124805102