Neumeier Poma Investment Counsel LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Neumeier Poma Investment Counsel LLC reported 41 stock positions worth $1.1 billion. Its top holding was Covista (CVSA) at 4.6% of the portfolio, followed by Celestica (CLS, 4.5%) and Osi Systems (OSIS, 4.1%). Compared with Q1 2025, it opened 1 new position, sold out of 6, added to 14 and reduced 26. The biggest buy was a new position in TTM Technologies (TTMI) and the biggest sale Champion Homes (SKY, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, CA
- CIK
- 0001044936
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0001104659-25-076349 ↗ filed Aug 12, 2025
Holdings Value
Holdings 41 stocks · $1.1B
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 4.60% | 388,060 | $49.4M | Reduce -4.5% |
| CLS Celestica Inc. | 4.45% | 306,134 | $47.8M | Reduce -8.6% |
| OSIS Osi Systems Inc. | 4.14% | 197,462 | $44.4M | Reduce -19.1% |
| EXLS Exlservice Holdings Inc. | 4.08% | 1,000,759 | $43.8M | Reduce -2.8% |
| LMB Limbach Holdings Inc. | 3.77% | 288,618 | $40.4M | Reduce -11.8% |
| DY Dycom Industries Inc. | 3.69% | 161,874 | $39.6M | Reduce -0.4% |
| FN Fabrinet | 3.66% | 133,420 | $39.3M | Add +33.0% |
| HURN Huron Consulting Group Inc. | 3.50% | 272,845 | $37.5M | Add +11.7% |
| IDCC Interdigital Inc. | 3.40% | 162,857 | $36.5M | Reduce -10.3% |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 3.13% | 531,218 | $33.6M | Add +8.8% |
| FSS Federal Signal Corp. | 3.13% | 315,603 | $33.6M | Reduce -0.7% |
| SIMO Silicon Motion Technol-ADR | 3.03% | 432,255 | $32.5M | Add +22.4% |
| UMBF Umb Financial Corp. | 3.00% | 306,764 | $32.3M | Reduce -1.7% |
| TTEK Tetra Tech Inc. | 2.97% | 887,501 | $31.9M | Add +61.4% |
| FIX Comfort Systems USA Inc. | 2.95% | 59,070 | $31.7M | Add +1.4% |
| CBZ Cbiz Inc. | 2.93% | 438,976 | $31.5M | Reduce -3.8% |
| HASI Ha Sustainable Infrastructur | 2.91% | 1,161,443 | $31.2M | Add +35.5% |
| TSEM Tower Semiconductor Ltd. | 2.89% | 715,035 | $31.0M | Add +5.0% |
| PRMB Primo Brands Corp. | 2.69% | 974,546 | $28.9M | Reduce -0.2% |
| LKFN Lakeland Financial Corp. | 2.66% | 464,425 | $28.5M | Reduce -2.3% |
| TTMI TTM Technologies | 2.41% | 632,625 | $25.8M | New |
| MGRC McGrath Rentcorp | 2.22% | 205,406 | $23.8M | Reduce -1.4% |
| OSW Onespaworld Holdings Ltd. | 2.18% | 1,148,447 | $23.4M | Reduce -2.2% |
| KFY Korn Ferry | 2.16% | 315,685 | $23.1M | Reduce -1.5% |
| MYRG MYR Group Inc./Delaware | 2.00% | 118,233 | $21.5M | Add +0.8% |
| TGLS Tecnoglass Holdings Inc. | 1.95% | 270,610 | $20.9M | Add +0.2% |
| BLBD Blue Bird Corp. | 1.80% | 447,430 | $19.3M | Add +3.9% |
| GOLF Acushnet Holdings Corp. | 1.66% | 245,328 | $17.9M | Reduce -0.3% |
| PBH Prestige Consumer Healthcare | 1.65% | 222,495 | $17.8M | Add +119.5% |
| CASH Pathward Financial Inc. | 1.59% | 215,135 | $17.0M | Add +62.1% |
| ECG Everus Construction Group | 1.56% | 263,854 | $16.8M | Reduce -30.0% |
| ICFI Icf International Inc. | 1.35% | 170,886 | $14.5M | Reduce -0.3% |
| ALG Alamo Group Inc. | 1.28% | 62,889 | $13.7M | Reduce -0.2% |
| DFIN Donnelley Financial Solution | 1.27% | 220,730 | $13.6M | Reduce -19.8% |
| CXT Crane NXT Co. | 1.26% | 250,476 | $13.5M | Reduce -0.6% |
| MOD Modine Manufacturing Co. | 1.22% | 133,161 | $13.1M | Add +37.3% |
| CVCO Cavco Industries Inc. | 1.17% | 28,816 | $12.5M | Reduce -35.7% |
| NVEE NV5 Global Inc. | 1.16% | 540,395 | $12.5M | Reduce -13.0% |
| SKY Champion Homes Inc. | 1.04% | 178,011 | $11.1M | Reduce -49.6% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 0.83% | 373,265 | $9.0M | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.69% | 24,166 | $7.4M | Reduce -0.5% |
Portfolio Sells Q1 2025 → Q2 2025
| SKY Champion Homes Inc. | Reduce -49.6% | 1.04% | −2.56 |
| CVCO Cavco Industries Inc. | Reduce -35.7% | 1.17% | −1.34 |
| EXLS Exlservice Holdings Inc. | Reduce -2.8% | 4.08% | −1.14 |
| PRMB Primo Brands Corp. | Reduce -0.2% | 2.69% | −1.04 |
| OSIS Osi Systems Inc. | Reduce -19.1% | 4.14% | −0.96 |
| FORM Formfactor Inc. | Sold out | 0.00% | −0.93 |
| VECO Veeco Instruments Inc. | Sold out | 0.00% | −0.87 |
| CBZ Cbiz Inc. | Reduce -3.8% | 2.93% | −0.79 |
| AMAL Amalgamated Financial Corp. | Sold out | 0.00% | −0.75 |
| AUB Atlantic Union Bankshares Co. | Sold out | 0.00% | −0.73 |
| IDCC Interdigital Inc. | Reduce -10.3% | 3.40% | −0.63 |
| CCS Century Communities Inc. | Sold out | 0.00% | −0.55 |
| UMBF Umb Financial Corp. | Reduce -1.7% | 3.00% | −0.39 |
| LKFN Lakeland Financial Corp. | Reduce -2.3% | 2.66% | −0.38 |
| MGRC McGrath Rentcorp | Reduce -1.4% | 2.22% | −0.28 |
| SHOO Steven Madden Ltd. | Reduce -0.8% | 0.83% | −0.24 |
| ICFI Icf International Inc. | Reduce -0.3% | 1.35% | −0.22 |
| KFY Korn Ferry | Reduce -1.5% | 2.16% | −0.18 |
| GOLF Acushnet Holdings Corp. | Reduce -0.3% | 1.66% | −0.15 |
| CXT Crane NXT Co. | Reduce -0.6% | 1.26% | −0.13 |
| NVEE NV5 Global Inc. | Reduce -13.0% | 1.16% | −0.13 |
| GLD SPDR Gold Shares | Reduce -0.5% | 0.69% | −0.07 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.05 |
| DFIN Donnelley Financial Solution | Reduce -19.8% | 1.27% | −0.03 |
| ECG Everus Construction Group | Reduce -30.0% | 1.56% | +0.06 |
| OSW Onespaworld Holdings Ltd. | Reduce -2.2% | 2.18% | +0.06 |
| ALG Alamo Group Inc. | Reduce -0.2% | 1.28% | +0.07 |
| CVSA Covista Inc. | Reduce -4.5% | 4.60% | +0.20 |
| FSS Federal Signal Corp. | Reduce -0.7% | 3.13% | +0.62 |
| DY Dycom Industries Inc. | Reduce -0.4% | 3.69% | +1.02 |
| LMB Limbach Holdings Inc. | Reduce -11.8% | 3.77% | +1.15 |
| CLS Celestica Inc. | Reduce -8.6% | 4.45% | +1.61 |
Portfolio Buys Q1 2025 → Q2 2025
| TTMI TTM Technologies | New | 2.41% | +2.41 |
| FN Fabrinet | Add +33.0% | 3.66% | +1.53 |
| TTEK Tetra Tech Inc. | Add +61.4% | 2.97% | +1.24 |
| SIMO Silicon Motion Technol-ADR | Add +22.4% | 3.03% | +1.11 |
| FIX Comfort Systems USA Inc. | Add +1.4% | 2.95% | +0.93 |
| PBH Prestige Consumer Healthcare | Add +119.5% | 1.65% | +0.72 |
| MYRG MYR Group Inc./Delaware | Add +0.8% | 2.00% | +0.57 |
| CASH Pathward Financial Inc. | Add +62.1% | 1.59% | +0.54 |
| MOD Modine Manufacturing Co. | Add +37.3% | 1.22% | +0.42 |
| BLBD Blue Bird Corp. | Add +3.9% | 1.80% | +0.30 |
| TSEM Tower Semiconductor Ltd. | Add +5.0% | 2.89% | +0.27 |
| HASI Ha Sustainable Infrastructur | Add +35.5% | 2.91% | +0.21 |
| WNS WNS Holdings Ltd. | Add +8.8% | 3.13% | −0.10 |
| TGLS Tecnoglass Holdings Inc. | Add +0.2% | 1.95% | −0.13 |
| HURN Huron Consulting Group Inc. | Add +11.7% | 3.50% | −0.27 |
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 |