Neumeier Poma Investment Counsel LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Neumeier Poma Investment Counsel LLC reported 43 stock positions worth $1.0 billion. Its top holding was Exlservice (EXLS) at 4.5% of the portfolio, followed by Osi Systems (OSIS, 4.4%) and Dycom Industries (DY, 4.2%). Compared with Q3 2024, it opened 4 new positions, sold out of 4, added to 10 and reduced 29. The biggest buy was a new position in Tower Semiconductor (TSEM) and the biggest sale Century Communities (CCS, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, CA
- CIK
- 0001044936
- Portfolio Value
- $1.0B (Q4 2024)
- SEC Filing
- 0001104659-25-011722 ↗ filed Feb 12, 2025
Holdings Value
Holdings 43 stocks · $1.0B
| EXLS Exlservice Holdings Inc. | 4.47% | 1,038,394 | $46.1M | Reduce -1.4% |
| OSIS Osi Systems Inc. | 4.39% | 270,342 | $45.3M | Reduce -12.3% |
| DY Dycom Industries Inc. | 4.18% | 247,959 | $43.2M | Reduce -11.9% |
| IDCC Interdigital Inc. | 4.08% | 217,444 | $42.1M | Reduce -22.6% |
| LMB Limbach Holdings Inc. | 3.83% | 461,825 | $39.5M | Reduce -13.2% |
| CBZ Cbiz Inc. | 3.62% | 456,062 | $37.3M | Add +2.4% |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 3.57% | 405,530 | $36.8M | Add +59.2% |
| UMBF Umb Financial Corp. | 3.43% | 313,124 | $35.3M | Reduce -2.1% |
| TSEM Tower Semiconductor Ltd. | 3.20% | 641,315 | $33.0M | New |
| PRMB Primo Brands Corp. | 3.19% | 1,071,161 | $33.0M | Reduce -2.0% |
| LKFN Lakeland Financial Corp. | 3.17% | 476,113 | $32.7M | Reduce -2.5% |
| SKY Champion Homes Inc. | 3.04% | 356,616 | $31.4M | Reduce -1.7% |
| FIX Comfort Systems USA Inc. | 3.02% | 73,534 | $31.2M | Add +36.9% |
| FSS Federal Signal Corp. | 2.93% | 327,698 | $30.3M | Reduce -8.4% |
| HURN Huron Consulting Group Inc. | 2.92% | 242,558 | $30.1M | Add +1.3% |
| CLS Celestica Inc. | 2.74% | 306,260 | $28.3M | Add +32.4% |
| TTEK Tetra Tech Inc. | 2.72% | 703,836 | $28.0M | Reduce -5.8% |
| ECG Everus Construction Group | 2.38% | 372,939 | $24.5M | New |
| ICFI Icf International Inc. | 2.31% | 199,506 | $23.8M | Reduce -5.4% |
| TGLS Tecnoglass Holdings Inc. | 2.30% | 298,550 | $23.7M | Reduce -30.1% |
| MGRC McGrath Rentcorp | 2.22% | 204,806 | $22.9M | Add +127.1% |
| KFY Korn Ferry | 2.14% | 326,790 | $22.0M | Reduce -0.1% |
| MOD Modine Manufacturing Co. | 2.02% | 179,431 | $20.8M | Add +0.8% |
| DFIN Donnelley Financial Solution | 1.96% | 323,080 | $20.3M | Reduce -1.8% |
| AUB Atlantic Union Bankshares Co. | 1.93% | 525,520 | $19.9M | New |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 1.86% | 451,641 | $19.2M | Reduce -7.9% |
| GOLF Acushnet Holdings Corp. | 1.74% | 253,113 | $18.0M | Add +0.1% |
| FORM Formfactor Inc. | 1.73% | 405,130 | $17.8M | Reduce -2.1% |
| MYRG MYR Group Inc./Delaware | 1.66% | 115,361 | $17.2M | Reduce -4.0% |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 1.66% | 360,658 | $17.1M | Reduce -4.2% |
| OSW Onespaworld Holdings Ltd. | 1.64% | 851,122 | $16.9M | Add +118.7% |
| BLBD Blue Bird Corp. | 1.59% | 426,015 | $16.5M | Reduce -12.2% |
| ALG Alamo Group Inc. | 1.54% | 85,366 | $15.9M | Reduce -11.2% |
| HASI Ha Sustainable Infrastructur | 1.50% | 576,693 | $15.5M | Reduce -3.0% |
| CXT Crane NXT Co. | 1.43% | 253,366 | $14.8M | Reduce -39.6% |
| CVCO Cavco Industries Inc. | 1.31% | 30,296 | $13.5M | Add +2.3% |
| AMAL Amalgamated Financial Corp. | 1.27% | 391,195 | $13.1M | New |
| FN Fabrinet | 1.19% | 55,812 | $12.3M | Reduce -49.5% |
| NVEE NV5 Global Inc. | 1.12% | 612,252 | $11.5M | Reduce -21.5% |
| VECO Veeco Instruments Inc. | 1.09% | 419,207 | $11.2M | Reduce -42.7% |
| SIMO Silicon Motion Technol-ADR | 0.95% | 181,665 | $9.8M | Reduce -6.1% |
| CCS Century Communities Inc. | 0.56% | 79,273 | $5.8M | Reduce -77.7% |
| VC Visteon Corp. | 0.40% | 46,504 | $4.1M | Reduce -29.4% |
Portfolio Sells Q3 2024 → Q4 2024
| CCS Century Communities Inc. | Reduce -77.7% | 0.56% | −2.92 |
| MTH Meritage Homes Corp. | Sold out | 0.00% | −2.79 |
| FN Fabrinet | Reduce -49.5% | 1.19% | −1.30 |
| AY Atlantica Sustainable Infras | Sold out | 0.00% | −1.29 |
| VECO Veeco Instruments Inc. | Reduce -42.7% | 1.09% | −1.22 |
| DY Dycom Industries Inc. | Reduce -11.9% | 4.18% | −1.10 |
| ICFI Icf International Inc. | Reduce -5.4% | 2.31% | −1.05 |
| ACLS Axcelis Technologies Inc. | Sold out | 0.00% | −1.04 |
| CXT Crane NXT Co. | Reduce -39.6% | 1.43% | −0.81 |
| CMCO Columbus McKinnon Corp. | Sold out | 0.00% | −0.70 |
| TTEK Tetra Tech Inc. | Reduce -5.8% | 2.72% | −0.64 |
| BLBD Blue Bird Corp. | Reduce -12.2% | 1.59% | −0.62 |
| NVEE NV5 Global Inc. | Reduce -21.5% | 1.12% | −0.62 |
| TGLS Tecnoglass Holdings Inc. | Reduce -30.1% | 2.30% | −0.50 |
| HASI Ha Sustainable Infrastructur | Reduce -3.0% | 1.50% | −0.45 |
| SHOO Steven Madden Ltd. | Reduce -7.9% | 1.86% | −0.43 |
| FSS Federal Signal Corp. | Reduce -8.4% | 2.93% | −0.25 |
| SKY Champion Homes Inc. | Reduce -1.7% | 3.04% | −0.23 |
| WNS WNS Holdings Ltd. | Reduce -4.2% | 1.66% | −0.23 |
| KFY Korn Ferry | Reduce -0.1% | 2.14% | −0.21 |
| VC Visteon Corp. | Reduce -29.4% | 0.40% | −0.20 |
| SIMO Silicon Motion Technol-ADR | Reduce -6.1% | 0.95% | −0.17 |
| ALG Alamo Group Inc. | Reduce -11.2% | 1.54% | −0.11 |
| DFIN Donnelley Financial Solution | Reduce -1.8% | 1.96% | −0.10 |
| FORM Formfactor Inc. | Reduce -2.1% | 1.73% | −0.09 |
| OSIS Osi Systems Inc. | Reduce -12.3% | 4.39% | −0.07 |
| LMB Limbach Holdings Inc. | Reduce -13.2% | 3.83% | −0.01 |
| LKFN Lakeland Financial Corp. | Reduce -2.5% | 3.17% | +0.14 |
| UMBF Umb Financial Corp. | Reduce -2.1% | 3.43% | +0.22 |
| IDCC Interdigital Inc. | Reduce -22.6% | 4.08% | +0.29 |
| MYRG MYR Group Inc./Delaware | Reduce -4.0% | 1.66% | +0.49 |
| PRMB Primo Brands Corp. | Reduce -2.0% | 3.19% | +0.56 |
| EXLS Exlservice Holdings Inc. | Reduce -1.4% | 4.47% | +0.64 |
Portfolio Buys Q3 2024 → Q4 2024
| TSEM Tower Semiconductor Ltd. | New | 3.20% | +3.20 |
| ECG Everus Construction Group | New | 2.38% | +2.38 |
| AUB Atlantic Union Bankshares Co. | New | 1.93% | +1.93 |
| CVSA Covista Inc. | Add +59.2% | 3.57% | +1.74 |
| CLS Celestica Inc. | Add +32.4% | 2.74% | +1.61 |
| MGRC McGrath Rentcorp | Add +127.1% | 2.22% | +1.32 |
| AMAL Amalgamated Financial Corp. | New | 1.27% | +1.27 |
| OSW Onespaworld Holdings Ltd. | Add +118.7% | 1.64% | +1.03 |
| FIX Comfort Systems USA Inc. | Add +36.9% | 3.02% | +1.03 |
| CBZ Cbiz Inc. | Add +2.4% | 3.62% | +0.76 |
| HURN Huron Consulting Group Inc. | Add +1.3% | 2.92% | +0.44 |
| GOLF Acushnet Holdings Corp. | Add +0.1% | 1.74% | +0.21 |
| CVCO Cavco Industries Inc. | Add +2.3% | 1.31% | +0.10 |
| MOD Modine Manufacturing Co. | Add +0.8% | 2.02% | −0.23 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 42 | $1.5B | DY, HASI, SIMO, UMBF, FSS |
| Q1 2026 | 41 | $1.2B | HASI, OSIS, FN, TTMI, SIMO |
| Q4 2025 | 43 | $1.2B | TSEM, OSIS, HURN, DY, SIMO |
| Q3 2025 | 41 | $1.2B | TSEM, CVSA, DY, OSIS, SIMO |
| Q2 2025 | 41 | $1.1B | CVSA, CLS, OSIS, EXLS, LMB |
| Q1 2025 | 46 | $929.9M | EXLS, OSIS, CVSA, IDCC, HURN |
| Q4 2024 | 43 | $1.0B | EXLS, OSIS, DY, IDCC, LMB |
| Q3 2024 | 43 | $1.0B | DY, OSIS, LMB, EXLS, IDCC |
| Q2 2024 | 42 | $1.1B | VECO, DY, CBZ, OSIS, ICFI |
| Q1 2024 | 41 | $1.1B | FIX, CBZ, OSIS, DY, ICFI |