Neumeier Poma Investment Counsel LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Neumeier Poma Investment Counsel LLC reported 41 stock positions worth $1.2 billion. Its top holding was Tower Semiconductor (TSEM) at 4.6% of the portfolio, followed by Covista (CVSA, 4.1%) and Dycom Industries (DY, 4.0%). Compared with Q2 2025, it opened 3 new positions, sold out of 3, added to 27 and reduced 11. The biggest buy was Steven Madden (SHOO, shares +156%) and the biggest sale Limbach (LMB, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, CA
- CIK
- 0001044936
- Portfolio Value
- $1.2B (Q3 2025)
- SEC Filing
- 0001104659-25-109533 ↗ filed Nov 12, 2025
Holdings Value
Holdings 41 stocks · $1.2B
| TSEM Tower Semiconductor Ltd. | 4.62% | 781,368 | $56.5M | Add +9.3% |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 4.05% | 320,477 | $49.5M | Reduce -17.4% |
| DY Dycom Industries Inc. | 3.97% | 166,313 | $48.5M | Add +2.7% |
| OSIS Osi Systems Inc. | 3.97% | 194,565 | $48.5M | Reduce -1.5% |
| SIMO Silicon Motion Technol-ADR | 3.71% | 478,463 | $45.4M | Add +10.7% |
| EXLS Exlservice Holdings Inc. | 3.64% | 1,011,033 | $44.5M | Add +1.0% |
| TTMI TTM Technologies | 3.53% | 749,125 | $43.1M | Add +18.4% |
| MYRG MYR Group Inc./Delaware | 3.38% | 198,401 | $41.3M | Add +67.8% |
| HURN Huron Consulting Group Inc. | 3.33% | 277,476 | $40.7M | Add +1.7% |
| UMBF Umb Financial Corp. | 3.27% | 338,052 | $40.0M | Add +10.2% |
| HASI Ha Sustainable Infrastructur | 3.18% | 1,267,489 | $38.9M | Add +9.1% |
| FIX Comfort Systems USA Inc. | 3.08% | 45,608 | $37.6M | Reduce -22.8% |
| CLS Celestica Inc. | 3.02% | 149,950 | $36.9M | Reduce -51.0% |
| MGRC McGrath Rentcorp | 2.86% | 297,878 | $34.9M | Add +45.0% |
| IDCC Interdigital Inc. | 2.75% | 97,424 | $33.6M | Reduce -40.2% |
| TTEK Tetra Tech Inc. | 2.68% | 979,388 | $32.7M | Add +10.3% |
| FN Fabrinet | 2.64% | 88,391 | $32.2M | Reduce -33.8% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 2.62% | 955,010 | $32.0M | Add +155.8% |
| LKFN Lakeland Financial Corp. | 2.59% | 493,469 | $31.7M | Add +6.3% |
| ICFI Icf International Inc. | 2.49% | 328,181 | $30.5M | Add +92.0% |
| FSS Federal Signal Corp. | 2.43% | 249,961 | $29.7M | Reduce -20.8% |
| OSW Onespaworld Holdings Ltd. | 2.37% | 1,371,407 | $29.0M | Add +19.4% |
| BLBD Blue Bird Corp. | 2.28% | 483,310 | $27.8M | Add +8.0% |
| SKY Champion Homes Inc. | 2.16% | 345,306 | $26.4M | Add +94.0% |
| CXT Crane NXT Co. | 2.12% | 386,536 | $25.9M | Add +54.3% |
| CASH Pathward Financial Inc. | 2.11% | 348,590 | $25.8M | Add +62.0% |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 2.02% | 323,313 | $24.7M | Reduce -39.1% |
| ECG Everus Construction Group | 1.99% | 283,979 | $24.4M | Add +7.6% |
| KFY Korn Ferry | 1.89% | 330,402 | $23.1M | Add +4.7% |
| CVCO Cavco Industries Inc. | 1.84% | 38,777 | $22.5M | Add +34.6% |
| PRMB Primo Brands Corp. | 1.81% | 1,000,956 | $22.1M | Add +2.7% |
| MOD Modine Manufacturing Co. | 1.63% | 140,062 | $19.9M | Add +5.2% |
| GOLF Acushnet Holdings Corp. | 1.63% | 253,434 | $19.9M | Add +3.3% |
| ALG Alamo Group Inc. | 1.50% | 95,931 | $18.3M | Add +52.5% |
| LZ Legalzoomcom Inc. | 1.48% | 1,744,355 | $18.1M | New |
| WLY Wiley (john) & Sons Class A | 1.31% | 395,640 | $16.0M | New |
| GLD SPDR Gold Shares | 1.07% | 36,636 | $13.0M | Add +51.6% |
| LMB Limbach Holdings Inc. | 1.01% | 126,553 | $12.3M | Reduce -56.1% |
| REVG Rev Group Inc. | 0.96% | 207,940 | $11.8M | New |
| TGLS Tecnoglass Holdings Inc. | 0.54% | 97,941 | $6.6M | Reduce -63.8% |
| CBZ Cbiz Inc. | 0.45% | 103,035 | $5.5M | Reduce -76.5% |
Portfolio Sells Q2 2025 → Q3 2025
| LMB Limbach Holdings Inc. | Reduce -56.1% | 1.01% | −2.76 |
| CBZ Cbiz Inc. | Reduce -76.5% | 0.45% | −2.49 |
| PBH Prestige Consumer Healthcare | Sold out | 0.00% | −1.65 |
| CLS Celestica Inc. | Reduce -51.0% | 3.02% | −1.43 |
| TGLS Tecnoglass Holdings Inc. | Reduce -63.8% | 0.54% | −1.41 |
| DFIN Donnelley Financial Solution | Sold out | 0.00% | −1.27 |
| NVEE NV5 Global Inc. | Sold out | 0.00% | −1.16 |
| WNS WNS Holdings Ltd. | Reduce -39.1% | 2.02% | −1.11 |
| FN Fabrinet | Reduce -33.8% | 2.64% | −1.02 |
| FSS Federal Signal Corp. | Reduce -20.8% | 2.43% | −0.69 |
| IDCC Interdigital Inc. | Reduce -40.2% | 2.75% | −0.65 |
| CVSA Covista Inc. | Reduce -17.4% | 4.05% | −0.55 |
| OSIS Osi Systems Inc. | Reduce -1.5% | 3.97% | −0.17 |
| FIX Comfort Systems USA Inc. | Reduce -22.8% | 3.08% | +0.13 |
Portfolio Buys Q2 2025 → Q3 2025
| SHOO Steven Madden Ltd. | Add +155.8% | 2.62% | +1.78 |
| TSEM Tower Semiconductor Ltd. | Add +9.3% | 4.62% | +1.74 |
| LZ Legalzoomcom Inc. | New | 1.48% | +1.48 |
| MYRG MYR Group Inc./Delaware | Add +67.8% | 3.38% | +1.38 |
| WLY Wiley (john) & Sons Class A | New | 1.31% | +1.31 |
| ICFI Icf International Inc. | Add +92.0% | 2.49% | +1.14 |
| TTMI TTM Technologies | Add +18.4% | 3.53% | +1.13 |
| SKY Champion Homes Inc. | Add +94.0% | 2.16% | +1.12 |
| REVG Rev Group Inc. | New | 0.96% | +0.96 |
| CXT Crane NXT Co. | Add +54.3% | 2.12% | +0.86 |
| SIMO Silicon Motion Technol-ADR | Add +10.7% | 3.71% | +0.69 |
| CVCO Cavco Industries Inc. | Add +34.6% | 1.84% | +0.68 |
| MGRC McGrath Rentcorp | Add +45.0% | 2.86% | +0.64 |
| CASH Pathward Financial Inc. | Add +62.0% | 2.11% | +0.53 |
| BLBD Blue Bird Corp. | Add +8.0% | 2.28% | +0.48 |
| ECG Everus Construction Group | Add +7.6% | 1.99% | +0.43 |
| MOD Modine Manufacturing Co. | Add +5.2% | 1.63% | +0.41 |
| GLD SPDR Gold Shares | Add +51.6% | 1.07% | +0.38 |
| DY Dycom Industries Inc. | Add +2.7% | 3.97% | +0.29 |
| HASI Ha Sustainable Infrastructur | Add +9.1% | 3.18% | +0.28 |
| UMBF Umb Financial Corp. | Add +10.2% | 3.27% | +0.27 |
| ALG Alamo Group Inc. | Add +52.5% | 1.50% | +0.22 |
| OSW Onespaworld Holdings Ltd. | Add +19.4% | 2.37% | +0.19 |
| GOLF Acushnet Holdings Corp. | Add +3.3% | 1.63% | −0.04 |
| LKFN Lakeland Financial Corp. | Add +6.3% | 2.59% | −0.07 |
| HURN Huron Consulting Group Inc. | Add +1.7% | 3.33% | −0.16 |
| KFY Korn Ferry | Add +4.7% | 1.89% | −0.26 |
| TTEK Tetra Tech Inc. | Add +10.3% | 2.68% | −0.30 |
| EXLS Exlservice Holdings Inc. | Add +1.0% | 3.64% | −0.44 |
| PRMB Primo Brands Corp. | Add +2.7% | 1.81% | −0.88 |
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 |