Neumeier Poma Investment Counsel LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Neumeier Poma Investment Counsel LLC reported 43 stock positions worth $1.2 billion. Its top holding was Tower Semiconductor (TSEM) at 4.4% of the portfolio, followed by Osi Systems (OSIS, 4.1%) and Huron Consulting (HURN, 4.1%). Compared with Q3 2025, it opened 4 new positions, sold out of 2, added to 15 and reduced 24. The biggest buy was a new position in Laureate Education (LAUR) and the biggest sale an exit from WNS (WNS).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, CA
- CIK
- 0001044936
- Portfolio Value
- $1.2B (Q4 2025)
- SEC Filing
- 0001104659-26-012937 ↗ filed Feb 11, 2026
Holdings Value
Holdings 43 stocks · $1.2B
| TSEM Tower Semiconductor Ltd. | 4.44% | 457,288 | $53.7M | Reduce -41.5% |
| OSIS Osi Systems Inc. | 4.13% | 195,795 | $49.9M | Add +0.6% |
| HURN Huron Consulting Group Inc. | 4.07% | 284,856 | $49.3M | Add +2.7% |
| DY Dycom Industries Inc. | 3.82% | 136,848 | $46.2M | Reduce -17.7% |
| SIMO Silicon Motion Technol-ADR | 3.69% | 481,818 | $44.7M | Add +0.7% |
| MYRG MYR Group Inc./Delaware | 3.64% | 201,539 | $44.0M | Add +1.6% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 3.64% | 1,057,465 | $44.0M | Add +10.7% |
| TTMI TTM Technologies | 3.64% | 637,790 | $44.0M | Reduce -14.9% |
| HASI Ha Sustainable Infrastructur | 3.62% | 1,392,799 | $43.8M | Add +9.9% |
| EXLS Exlservice Holdings Inc. | 3.49% | 994,683 | $42.2M | Reduce -1.6% |
| ICFI Icf International Inc. | 3.39% | 481,086 | $41.0M | Add +46.6% |
| SKY Champion Homes Inc. | 3.38% | 484,196 | $40.9M | Add +40.2% |
| FN Fabrinet | 3.30% | 87,671 | $39.9M | Reduce -0.8% |
| UMBF Umb Financial Corp. | 3.20% | 336,712 | $38.7M | Reduce -0.4% |
| TTEK Tetra Tech Inc. | 3.12% | 1,126,603 | $37.8M | Add +15.0% |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 2.85% | 333,592 | $34.5M | Add +4.1% |
| CVCO Cavco Industries Inc. | 2.70% | 55,312 | $32.7M | Add +42.6% |
| GOLF Acushnet Holdings Corp. | 2.54% | 384,424 | $30.7M | Add +51.7% |
| MGRC McGrath Rentcorp | 2.53% | 292,003 | $30.6M | Reduce -2.0% |
| OSW Onespaworld Holdings Ltd. | 2.31% | 1,347,742 | $28.0M | Reduce -1.7% |
| LAUR Laureate Education Inc. | 2.28% | 818,340 | $27.6M | New |
| LKFN Lakeland Financial Corp. | 2.27% | 482,244 | $27.5M | Reduce -2.3% |
| KFY Korn Ferry | 2.24% | 411,262 | $27.2M | Add +24.5% |
| LMB Limbach Holdings Inc. | 2.05% | 318,238 | $24.8M | Add +151.5% |
| PLUS Eplus Inc. | 2.04% | 281,430 | $24.7M | New |
| FSS Federal Signal Corp. | 2.00% | 222,931 | $24.2M | Reduce -10.8% |
| IDCC Interdigital Inc. | 1.85% | 70,319 | $22.4M | Reduce -27.8% |
| BLBD Blue Bird Corp. | 1.85% | 476,190 | $22.4M | Reduce -1.5% |
| CASH Pathward Financial Inc. | 1.55% | 264,100 | $18.8M | Reduce -24.2% |
| CXT Crane NXT Co. | 1.44% | 371,015 | $17.5M | Reduce -4.0% |
| GLD SPDR Gold Shares | 1.41% | 43,185 | $17.1M | Add +17.9% |
| MOD Modine Manufacturing Co. | 1.35% | 122,052 | $16.3M | Reduce -12.9% |
| LZ Legalzoomcom Inc. | 1.31% | 1,597,435 | $15.9M | Reduce -8.4% |
| ALG Alamo Group Inc. | 1.29% | 93,066 | $15.6M | Reduce -3.0% |
| PRMB Primo Brands Corp. | 1.17% | 868,085 | $14.2M | Reduce -13.3% |
| FIX Comfort Systems USA Inc. | 1.13% | 14,601 | $13.6M | Reduce -68.0% |
| CLS Celestica Inc. | 1.08% | 44,243 | $13.1M | Reduce -70.5% |
| WLY Wiley (john) & Sons Class A | 1.00% | 393,715 | $12.1M | Reduce -0.5% |
| UFPT Ufp Technologies Inc. | 0.96% | 52,120 | $11.6M | New |
| REVG Rev Group Inc. | 0.93% | 185,660 | $11.3M | Reduce -10.7% |
| ECG Everus Construction Group | 0.56% | 78,744 | $6.7M | Reduce -72.3% |
| CBZ Cbiz Inc. | 0.42% | 101,585 | $5.1M | Reduce -1.4% |
| FCN Fti Consulting Inc. | 0.31% | 22,285 | $3.8M | New |
Portfolio Sells Q3 2025 → Q4 2025
| WNS WNS Holdings Ltd. | Sold out | 0.00% | −2.02 |
| FIX Comfort Systems USA Inc. | Reduce -68.0% | 1.13% | −1.95 |
| CLS Celestica Inc. | Reduce -70.5% | 1.08% | −1.94 |
| ECG Everus Construction Group | Reduce -72.3% | 0.56% | −1.44 |
| IDCC Interdigital Inc. | Reduce -27.8% | 1.85% | −0.90 |
| CXT Crane NXT Co. | Reduce -4.0% | 1.44% | −0.68 |
| PRMB Primo Brands Corp. | Reduce -13.3% | 1.17% | −0.64 |
| CASH Pathward Financial Inc. | Reduce -24.2% | 1.55% | −0.56 |
| TGLS Tecnoglass Holdings Inc. | Sold out | 0.00% | −0.54 |
| FSS Federal Signal Corp. | Reduce -10.8% | 2.00% | −0.43 |
| BLBD Blue Bird Corp. | Reduce -1.5% | 1.85% | −0.43 |
| MGRC McGrath Rentcorp | Reduce -2.0% | 2.53% | −0.33 |
| LKFN Lakeland Financial Corp. | Reduce -2.3% | 2.27% | −0.32 |
| WLY Wiley (john) & Sons Class A | Reduce -0.5% | 1.00% | −0.31 |
| MOD Modine Manufacturing Co. | Reduce -12.9% | 1.35% | −0.28 |
| ALG Alamo Group Inc. | Reduce -3.0% | 1.29% | −0.21 |
| TSEM Tower Semiconductor Ltd. | Reduce -41.5% | 4.44% | −0.19 |
| LZ Legalzoomcom Inc. | Reduce -8.4% | 1.31% | −0.17 |
| EXLS Exlservice Holdings Inc. | Reduce -1.6% | 3.49% | −0.15 |
| DY Dycom Industries Inc. | Reduce -17.7% | 3.82% | −0.15 |
| UMBF Umb Financial Corp. | Reduce -0.4% | 3.20% | −0.07 |
| OSW Onespaworld Holdings Ltd. | Reduce -1.7% | 2.31% | −0.06 |
| REVG Rev Group Inc. | Reduce -10.7% | 0.93% | −0.03 |
| CBZ Cbiz Inc. | Reduce -1.4% | 0.42% | −0.02 |
| TTMI TTM Technologies | Reduce -14.9% | 3.64% | +0.11 |
| FN Fabrinet | Reduce -0.8% | 3.30% | +0.66 |
Portfolio Buys Q3 2025 → Q4 2025
| LAUR Laureate Education Inc. | New | 2.28% | +2.28 |
| PLUS Eplus Inc. | New | 2.04% | +2.04 |
| SKY Champion Homes Inc. | Add +40.2% | 3.38% | +1.22 |
| LMB Limbach Holdings Inc. | Add +151.5% | 2.05% | +1.04 |
| SHOO Steven Madden Ltd. | Add +10.7% | 3.64% | +1.02 |
| UFPT Ufp Technologies Inc. | New | 0.96% | +0.96 |
| GOLF Acushnet Holdings Corp. | Add +51.7% | 2.54% | +0.91 |
| ICFI Icf International Inc. | Add +46.6% | 3.39% | +0.90 |
| CVCO Cavco Industries Inc. | Add +42.6% | 2.70% | +0.86 |
| HURN Huron Consulting Group Inc. | Add +2.7% | 4.07% | +0.74 |
| TTEK Tetra Tech Inc. | Add +15.0% | 3.12% | +0.45 |
| HASI Ha Sustainable Infrastructur | Add +9.9% | 3.62% | +0.43 |
| KFY Korn Ferry | Add +24.5% | 2.24% | +0.35 |
| GLD SPDR Gold Shares | Add +17.9% | 1.41% | +0.35 |
| FCN Fti Consulting Inc. | New | 0.31% | +0.31 |
| MYRG MYR Group Inc./Delaware | Add +1.6% | 3.64% | +0.26 |
| OSIS Osi Systems Inc. | Add +0.6% | 4.13% | +0.16 |
| SIMO Silicon Motion Technol-ADR | Add +0.7% | 3.69% | −0.02 |
| CVSA Covista Inc. | Add +4.1% | 2.85% | −1.20 |
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 |