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CIK: 0001044936
Total reported value
$1.5B
$1.5B
41 檔
15.5%
As reported in its official Q2 2025 Form 13F filing, Neumeier Poma Investment Counsel LLC's tracked investment portfolio stood at $1.5B with 41 total positions.
During Q2 2025, Neumeier Poma Investment Counsel LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVSA | Covista Inc | Stock-Consumer Staples | 4.60% | -0.24% | -4.52% | |
| 2 | CLS | Celestica Inc | Stock-Tech | 4.45% | -0.50% | -8.57% | |
| 3 | OSIS | Osi Systems Inc | Stock-Tech | 4.14% | -0.86% | -19.07% | |
| 4 | EXLS | Exlservice Holdings Inc | Stock-Tech | 4.08% | -0.20% | -2.75% | |
| 5 | LMB | Limbach Holdings Inc | Stock-Other | 3.77% | -0.31% | -11.83% | |
| 6 | DY | Dycom Industries Inc | Stock-Industrials | 3.68% | +0.44% | -0.44% | |
| 7 | FN | Fabrinet | Stock-Tech | 3.66% | -1.55% | +33.02% | |
| 8 | HURN | Huron Consulting Group Inc | Stock-Other | 3.50% | -0.88% | EXIT | |
| 9 | IDCC | Interdigital Inc | Stock-Tech | 3.40% | +1.20% | -10.28% | |
| 10 | ✓ | Wns Holdings LTD | Stock-Other | 3.13% | — | +8.83% | |
| 11 | FSS | Federal Signal CORP | Stock-Industrials | 3.13% | +0.92% | -0.67% | |
| 12 | SIMO | Silicon Motion Technol-adr | Stock-Other | 3.03% | +0.07% | +22.45% | |
| 13 | UMBF | Umb Financial CORP | Stock-Financials | 3.00% | +0.26% | -1.74% | |
| 14 | TTEK | Tetra Tech Inc | Stock-Industrials | 2.97% | -0.24% | +61.39% | |
| 15 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.95% | +0.13% | +1.43% | |
| 16 | CBZ | Cbiz Inc | Stock-Other | 2.93% | — | -3.81% | |
| 17 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 2.91% | -0.47% | +35.54% | |
| 18 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.89% | -0.94% | +4.96% | |
| 19 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 2.69% | +0.16% | -0.18% | |
| 20 | LKFN | Lakeland Financial CORP | Stock-Other | 2.66% | -0.16% | -2.25% | |
| 21 | TTMI | Ttm Technologies | Stock-Tech | 2.41% | -0.88% | — | |
| 22 | MGRC | Mcgrath Rentcorp | Stock-Other | 2.22% | -0.15% | -1.36% | |
| 23 | ✓ | Stock-Other | 2.18% | +0.48% | -2.16% | ||
| 24 | KFY | Korn Ferry | Stock-Industrials | 2.16% | -0.22% | -1.53% | |
| 25 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 2.00% | -0.36% | +0.75% | |
| 26 | TGLS | Tecnoglass Inc. | Stock-Other | 1.95% | — | +0.19% | |
| 27 | BLBD | Blue Bird CORP | Stock-Other | 1.80% | +0.57% | +3.89% | |
| 28 | GOLF | Acushnet Holdings CORP | Stock-Other | 1.66% | +0.24% | -0.25% | |
| 29 | PBH | Prestige Consumer Healthcare | Stock-Healthcare | 1.65% | — | +119.53% | |
| 30 | CASH | Pathward Financial Inc | Stock-Other | 1.59% | -0.52% | +62.15% | |
| 31 | ECG | Everus Construction Group | Stock-Industrials | 1.56% | — | -30.04% | |
| 32 | ICFI | Icf International Inc | Stock-Other | 1.35% | -0.54% | -0.28% | |
| 33 | ALG | Alamo Group Inc | Stock-Other | 1.28% | -0.76% | -0.18% | |
| 34 | DFIN | Donnelley Financial Solution | Stock-Other | 1.27% | — | -19.76% | |
| 35 | CXT | Crane Nxt Co | Stock-Industrials | 1.26% | +0.11% | -0.57% | |
| 36 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.22% | +0.13% | +37.32% | |
| 37 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.17% | +0.77% | -35.69% | |
| 38 | NVEEUSD | Nv5 Global Inc | Stock-Other | 1.16% | — | -13.04% | |
| 39 | SKY | Champion Homes Inc | Stock-Consumer Disc | 1.04% | +0.60% | -49.62% | |
| 40 | SHOO | Steven Madden LTD | Stock-Other | 0.83% | +0.30% | -0.83% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.69% | -0.60% | -0.53% |
According to official SEC Form 13F filings, Neumeier Poma Investment Counsel LLC reported a total U.S. public equity portfolio value of $1.5B across 41 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CVSA, CLS, OSIS) accounted for 15.5% of total reported equity market value during Q2 2025.
During Q2 2025, Neumeier Poma Investment Counsel LLC's top holdings by market value included CVSA (4.6%)、CLS (4.5%)、OSIS (4.1%). The largest single position, CVSA, represented 4.6% of total portfolio value.
In Q2 2025, Neumeier Poma Investment Counsel LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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