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CIK: 0001044936
Total reported value
$1.5B
$1.5B
41 檔
17.0%
At the close of Q3 2025, Neumeier Poma Investment Counsel LLC disclosed equity holdings valued at approximately $1.5B, spread across 41 reported holdings.
Neumeier Poma Investment Counsel LLC executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 9 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 4.62% | -0.94% | +9.28% | |
| 2 | CVSA | Covista Inc | Stock-Consumer Staples | 4.05% | -0.24% | -17.42% | |
| 3 | DY | Dycom Industries Inc | Stock-Industrials | 3.97% | +0.44% | +2.74% | |
| 4 | OSIS | Osi Systems Inc | Stock-Tech | 3.97% | -0.86% | -1.47% | |
| 5 | SIMO | Silicon Motion Technol-adr | Stock-Other | 3.71% | +0.07% | +10.69% | |
| 6 | EXLS | Exlservice Holdings Inc | Stock-Tech | 3.64% | -0.20% | +1.03% | |
| 7 | TTMI | Ttm Technologies | Stock-Tech | 3.53% | -0.88% | +18.42% | |
| 8 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 3.38% | -0.36% | +67.81% | |
| 9 | HURN | Huron Consulting Group Inc | Stock-Other | 3.33% | -0.88% | EXIT | |
| 10 | UMBF | Umb Financial CORP | Stock-Financials | 3.27% | +0.26% | +10.20% | |
| 11 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 3.18% | -0.47% | +9.13% | |
| 12 | FIX | Comfort Systems USA Inc | Stock-Industrials | 3.08% | +0.13% | -22.79% | |
| 13 | CLS | Celestica Inc | Stock-Tech | 3.02% | -0.50% | -51.02% | |
| 14 | MGRC | Mcgrath Rentcorp | Stock-Other | 2.86% | -0.15% | +45.02% | |
| 15 | IDCC | Interdigital Inc | Stock-Tech | 2.75% | +1.20% | -40.18% | |
| 16 | TTEK | Tetra Tech Inc | Stock-Industrials | 2.68% | -0.24% | +10.35% | |
| 17 | FN | Fabrinet | Stock-Tech | 2.64% | -1.55% | -33.75% | |
| 18 | SHOO | Steven Madden LTD | Stock-Other | 2.62% | +0.30% | +155.85% | |
| 19 | LKFN | Lakeland Financial CORP | Stock-Other | 2.59% | -0.16% | +6.25% | |
| 20 | ICFI | Icf International Inc | Stock-Other | 2.49% | -0.54% | +92.05% | |
| 21 | FSS | Federal Signal CORP | Stock-Industrials | 2.43% | +0.92% | -20.80% | |
| 22 | ✓ | Stock-Other | 2.37% | +0.48% | +19.41% | ||
| 23 | BLBD | Blue Bird CORP | Stock-Other | 2.28% | +0.57% | +8.02% | |
| 24 | SKY | Champion Homes Inc | Stock-Consumer Disc | 2.16% | +0.60% | +93.98% | |
| 25 | CXT | Crane Nxt Co | Stock-Industrials | 2.12% | +0.11% | +54.32% | |
| 26 | CASH | Pathward Financial Inc | Stock-Other | 2.11% | -0.52% | +62.03% | |
| 27 | ✓ | Wns Holdings LTD | Stock-Other | 2.02% | — | -39.14% | |
| 28 | ECG | Everus Construction Group | Stock-Industrials | 1.99% | — | +7.63% | |
| 29 | KFY | Korn Ferry | Stock-Industrials | 1.89% | -0.22% | +4.66% | |
| 30 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.84% | +0.77% | +34.57% | |
| 31 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 1.81% | +0.16% | +2.71% | |
| 32 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.63% | +0.13% | +5.18% | |
| 33 | GOLF | Acushnet Holdings CORP | Stock-Other | 1.63% | +0.24% | +3.30% | |
| 34 | ALG | Alamo Group Inc | Stock-Other | 1.50% | -0.76% | +52.54% | |
| 35 | LZ | Legalzoomcom Inc | Stock-Other | 1.48% | — | — | |
| 36 | WLY | Wiley (john) & Sons-class A | Stock-Other | 1.31% | +1.58% | — | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 1.07% | -0.60% | +51.60% | |
| 38 | LMB | Limbach Holdings Inc | Stock-Other | 1.01% | -0.31% | -56.15% | |
| 39 | 1RG | Rev Group Inc | Stock-Other | 0.96% | — | — | |
| 40 | TGLS | Tecnoglass Inc. | Stock-Other | 0.54% | — | -63.81% | |
| 41 | CBZ | Cbiz Inc | Stock-Other | 0.45% | — | -76.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSEM | Tower Semiconductor Ltd. | +2% | +9.28% | Add |
| 2 | MYRG | Myr Group Inc/delaware | +2% | +67.81% | Add |
| 3 | SIMO | Silicon Motion Technol-adr | +1.8% | +10.69% | Add |
| 4 | SHOO | Steven Madden LTD | +1.5% | +155.85% | Add |
| 5 | DY | Dycom Industries Inc | +1.3% | +2.74% | Add |
| 6 | CASH | Pathward Financial Inc | +1.1% | +62.03% | Add |
| 7 | FIX | Comfort Systems USA Inc | +1.1% | -22.79% | Trim |
| 8 | TTEK | Tetra Tech Inc | +1% | +10.35% | Add |
| 9 | ICFI | Icf International Inc | +0.9% | +92.05% | Add |
| 10 | MOD | Modine Manufacturing Co | +0.8% | +5.18% | Add |
| 11 | BLBD | Blue Bird CORP | +0.8% | +8.02% | Add |
| 12 | CXT | Crane Nxt Co | +0.7% | +54.32% | Add |
| 13 | FN | Fabrinet | +0.5% | -33.75% | Trim |
| 14 | HASI | Ha Sustainable Infrastructur | +0.5% | +9.13% | Add |
| 15 | ECG | Everus Construction Group | +0.5% | +7.63% | Trim |
| 16 | MGRC | Mcgrath Rentcorp | +0.4% | +45.02% | Add |
| 17 | GLD | Spdr Gold Shares | +0.3% | +51.60% | Add |
| 18 | ALG | Alamo Group Inc | +0.3% | +52.54% | Add |
| 19 | ✓ | +0.3% | +19.41% | Add | |
| 20 | CLS | Celestica Inc | +0.2% | -51.02% | Trim |
| 21 | FSS | Federal Signal CORP | -0.1% | -20.80% | Trim |
| 22 | UMBF | Umb Financial CORP | -0.1% | +10.20% | Add |
| 23 | GOLF | Acushnet Holdings CORP | -0.2% | +3.30% | Add |
| 24 | CVSA | Covista Inc | -0.4% | -17.42% | Trim |
| 25 | HURN | Huron Consulting Group Inc | -0.4% | +1.70% | Add |
| 26 | LKFN | Lakeland Financial CORP | -0.5% | +6.25% | Add |
| 27 | KFY | Korn Ferry | -0.5% | +4.66% | Add |
| 28 | CVCO | Cavco Industries Inc | -0.7% | +34.57% | Trim |
| 29 | OSIS | Osi Systems Inc | -1.1% | -1.47% | Trim |
| 30 | ✓ | Wns Holdings LTD | -1.2% | -39.14% | Trim |
| 31 | IDCC | Interdigital Inc | -1.3% | -40.18% | Trim |
| 32 | SKY | Champion Homes Inc | -1.4% | +93.98% | Trim |
| 33 | TGLS | Tecnoglass Inc. | -1.5% | -63.81% | Trim |
| 34 | EXLS | Exlservice Holdings Inc | -1.6% | +1.03% | Trim |
| 35 | LMB | Limbach Holdings Inc | -1.6% | -56.15% | Trim |
| 36 | PRMB | Primo Brands CORP | -1.9% | +2.71% | Add |
| 37 | CBZ | Cbiz Inc | -3.3% | -76.53% | Trim |
| 38 | TTMI | Ttm Technologies | — | NEW | New buy |
| 39 | LZ | Legalzoomcom Inc | — | NEW | New buy |
| 40 | WLY | Wiley (john) & Sons-class A | — | NEW | New buy |
| 41 | DFIN | Donnelley Financial Solution | — | EXIT | Sold out |
| 42 | NVEEUSD | Nv5 Global Inc | — | EXIT | Sold out |
| 43 | 1RG | Rev Group Inc | — | NEW | New buy |
| 44 | PBH | Prestige Consumer Healthcare | — | EXIT | Sold out |
| 45 | FORM | Formfactor Inc | — | EXIT | Sold out |
| 46 | VECO | Veeco Instruments Inc | — | EXIT | Sold out |
| 47 | AMAL | Amalgamated Financial CORP | — | EXIT | Sold out |
| 48 | AUB | Atlantic Union Bankshares Co | — | EXIT | Sold out |
| 49 | CCS | Century Communities Inc | — | EXIT | Sold out |
| 50 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
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 Q3 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 TSEM, CVSA, DY) accounted for 17.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
TTMI
市值: $43.1M
Top Position Liquidated / Trimmed
DFIN
前期市值: $12.0M
During Q3 2025, Neumeier Poma Investment Counsel LLC's top holdings by market value included TSEM (4.6%)、CVSA (4.0%)、DY (4.0%). The largest single position, TSEM, represented 4.6% of total portfolio value.
In Q3 2025, Neumeier Poma Investment Counsel LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 15 holdings, and fully liquidating 9 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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