Neumeier Poma Investment Counsel LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Neumeier Poma Investment Counsel LLC reported 46 stock positions worth $929.9 million. Its top holding was Exlservice (EXLS) at 5.2% of the portfolio, followed by Osi Systems (OSIS, 5.1%) and Covista (CVSA, 4.4%). Compared with Q4 2024, it opened 4 new positions, sold out of 1, added to 16 and reduced 26. The biggest buy was WNS (WNS, shares +35%) and the biggest sale Dycom Industries (DY, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, CA
- CIK
- 0001044936
- Portfolio Value
- $929.9M (Q1 2025)
- SEC Filing
- 0001104659-25-046939 ↗ filed May 12, 2025
Holdings Value
Holdings 46 stocks · $929.9M
| EXLS Exlservice Holdings Inc. | 5.22% | 1,029,104 | $48.6M | Reduce -0.9% |
| OSIS Osi Systems Inc. | 5.10% | 243,978 | $47.4M | Reduce -9.8% |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 4.40% | 406,430 | $40.9M | Add +0.2% |
| IDCC Interdigital Inc. | 4.04% | 181,510 | $37.5M | Reduce -16.5% |
| HURN Huron Consulting Group Inc. | 3.77% | 244,318 | $35.0M | Add +0.7% |
| PRMB Primo Brands Corp. | 3.73% | 976,336 | $34.7M | Reduce -8.8% |
| CBZ Cbiz Inc. | 3.72% | 456,382 | $34.6M | Add +0.1% |
| SKY Champion Homes Inc. | 3.60% | 353,356 | $33.5M | Reduce -0.9% |
| UMBF Umb Financial Corp. | 3.39% | 312,199 | $31.6M | Reduce -0.3% |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 3.23% | 488,103 | $30.0M | Add +35.3% |
| LKFN Lakeland Financial Corp. | 3.04% | 475,102 | $28.2M | Reduce -0.2% |
| CLS Celestica Inc. | 2.84% | 334,829 | $26.4M | Add +9.3% |
| HASI Ha Sustainable Infrastructur | 2.69% | 856,908 | $25.1M | Add +48.6% |
| DY Dycom Industries Inc. | 2.66% | 162,597 | $24.8M | Reduce -34.4% |
| LMB Limbach Holdings Inc. | 2.62% | 327,326 | $24.4M | Reduce -29.1% |
| TSEM Tower Semiconductor Ltd. | 2.61% | 681,215 | $24.3M | Add +6.2% |
| FSS Federal Signal Corp. | 2.51% | 317,738 | $23.4M | Reduce -3.0% |
| CVCO Cavco Industries Inc. | 2.50% | 44,811 | $23.3M | Add +47.9% |
| MGRC McGrath Rentcorp | 2.49% | 208,246 | $23.2M | Add +1.7% |
| KFY Korn Ferry | 2.34% | 320,600 | $21.7M | Reduce -1.9% |
| FN Fabrinet | 2.13% | 100,303 | $19.8M | Add +79.7% |
| OSW Onespaworld Holdings Ltd. | 2.12% | 1,173,827 | $19.7M | Add +37.9% |
| TGLS Tecnoglass Holdings Inc. | 2.08% | 270,095 | $19.3M | Reduce -9.5% |
| FIX Comfort Systems USA Inc. | 2.02% | 58,237 | $18.8M | Reduce -20.8% |
| SIMO Silicon Motion Technol-ADR | 1.92% | 353,015 | $17.8M | Add +94.3% |
| GOLF Acushnet Holdings Corp. | 1.82% | 245,948 | $16.9M | Reduce -2.8% |
| TTEK Tetra Tech Inc. | 1.73% | 549,921 | $16.1M | Reduce -21.9% |
| ICFI Icf International Inc. | 1.57% | 171,371 | $14.6M | Reduce -14.1% |
| ECG Everus Construction Group | 1.50% | 377,159 | $14.0M | Add +1.1% |
| BLBD Blue Bird Corp. | 1.50% | 430,665 | $13.9M | Add +1.1% |
| MYRG MYR Group Inc./Delaware | 1.43% | 117,351 | $13.3M | Add +1.7% |
| CXT Crane NXT Co. | 1.39% | 251,906 | $12.9M | Reduce -0.6% |
| DFIN Donnelley Financial Solution | 1.29% | 275,080 | $12.0M | Reduce -14.9% |
| NVEE NV5 Global Inc. | 1.29% | 621,447 | $12.0M | Add +1.5% |
| ALG Alamo Group Inc. | 1.21% | 63,004 | $11.2M | Reduce -26.2% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 1.08% | 376,393 | $10.0M | Reduce -16.7% |
| CASH Pathward Financial Inc. | 1.04% | 132,680 | $9.7M | New |
| PBH Prestige Consumer Healthcare | 0.94% | 101,350 | $8.7M | New |
| FORM Formfactor Inc. | 0.93% | 305,390 | $8.6M | Reduce -24.6% |
| VECO Veeco Instruments Inc. | 0.87% | 404,852 | $8.1M | Reduce -3.4% |
| MOD Modine Manufacturing Co. | 0.80% | 96,969 | $7.4M | Reduce -46.0% |
| GLD SPDR Gold Shares | 0.75% | 24,295 | $7.0M | New |
| AMAL Amalgamated Financial Corp. | 0.75% | 242,155 | $7.0M | Reduce -38.1% |
| AUB Atlantic Union Bankshares Co. | 0.73% | 216,645 | $6.7M | Reduce -58.8% |
| CCS Century Communities Inc. | 0.55% | 76,458 | $5.1M | Reduce -3.5% |
| IWM iShares Russell 2000 ETF | 0.05% | 2,425 | $484K | New |
Portfolio Sells Q4 2024 → Q1 2025
| DY Dycom Industries Inc. | Reduce -34.4% | 2.66% | −1.52 |
| MOD Modine Manufacturing Co. | Reduce -46.0% | 0.80% | −1.22 |
| LMB Limbach Holdings Inc. | Reduce -29.1% | 2.62% | −1.21 |
| AUB Atlantic Union Bankshares Co. | Reduce -58.8% | 0.73% | −1.20 |
| FIX Comfort Systems USA Inc. | Reduce -20.8% | 2.02% | −1.00 |
| TTEK Tetra Tech Inc. | Reduce -21.9% | 1.73% | −0.99 |
| FORM Formfactor Inc. | Reduce -24.6% | 0.93% | −0.80 |
| SHOO Steven Madden Ltd. | Reduce -16.7% | 1.08% | −0.78 |
| ICFI Icf International Inc. | Reduce -14.1% | 1.57% | −0.74 |
| DFIN Donnelley Financial Solution | Reduce -14.9% | 1.29% | −0.67 |
| AMAL Amalgamated Financial Corp. | Reduce -38.1% | 0.75% | −0.52 |
| FSS Federal Signal Corp. | Reduce -3.0% | 2.51% | −0.42 |
| VC Visteon Corp. | Sold out | 0.00% | −0.40 |
| ALG Alamo Group Inc. | Reduce -26.2% | 1.21% | −0.33 |
| TGLS Tecnoglass Holdings Inc. | Reduce -9.5% | 2.08% | −0.22 |
| VECO Veeco Instruments Inc. | Reduce -3.4% | 0.87% | −0.21 |
| LKFN Lakeland Financial Corp. | Reduce -0.2% | 3.04% | −0.14 |
| IDCC Interdigital Inc. | Reduce -16.5% | 4.04% | −0.05 |
| CXT Crane NXT Co. | Reduce -0.6% | 1.39% | −0.04 |
| UMBF Umb Financial Corp. | Reduce -0.3% | 3.39% | −0.03 |
| CCS Century Communities Inc. | Reduce -3.5% | 0.55% | −0.01 |
| GOLF Acushnet Holdings Corp. | Reduce -2.8% | 1.82% | +0.07 |
| KFY Korn Ferry | Reduce -1.9% | 2.34% | +0.20 |
| PRMB Primo Brands Corp. | Reduce -8.8% | 3.73% | +0.53 |
| SKY Champion Homes Inc. | Reduce -0.9% | 3.60% | +0.56 |
| OSIS Osi Systems Inc. | Reduce -9.8% | 5.10% | +0.71 |
| EXLS Exlservice Holdings Inc. | Reduce -0.9% | 5.22% | +0.76 |
Portfolio Buys Q4 2024 → Q1 2025
| WNS WNS Holdings Ltd. | Add +35.3% | 3.23% | +1.57 |
| HASI Ha Sustainable Infrastructur | Add +48.6% | 2.69% | +1.20 |
| CVCO Cavco Industries Inc. | Add +47.9% | 2.50% | +1.19 |
| CASH Pathward Financial Inc. | New | 1.04% | +1.04 |
| SIMO Silicon Motion Technol-ADR | Add +94.3% | 1.92% | +0.97 |
| FN Fabrinet | Add +79.7% | 2.13% | +0.94 |
| PBH Prestige Consumer Healthcare | New | 0.94% | +0.94 |
| HURN Huron Consulting Group Inc. | Add +0.7% | 3.77% | +0.85 |
| CVSA Covista Inc. | Add +0.2% | 4.40% | +0.83 |
| GLD SPDR Gold Shares | New | 0.75% | +0.75 |
| OSW Onespaworld Holdings Ltd. | Add +37.9% | 2.12% | +0.48 |
| MGRC McGrath Rentcorp | Add +1.7% | 2.49% | +0.28 |
| NVEE NV5 Global Inc. | Add +1.5% | 1.29% | +0.17 |
| CBZ Cbiz Inc. | Add +0.1% | 3.72% | +0.11 |
| CLS Celestica Inc. | Add +9.3% | 2.84% | +0.10 |
| IWM iShares Russell 2000 ETF | New | 0.05% | +0.05 |
| BLBD Blue Bird Corp. | Add +1.1% | 1.50% | −0.10 |
| MYRG MYR Group Inc./Delaware | Add +1.7% | 1.43% | −0.24 |
| TSEM Tower Semiconductor Ltd. | Add +6.2% | 2.61% | −0.59 |
| ECG Everus Construction Group | Add +1.1% | 1.50% | −0.87 |
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 |