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CIK: 0001044936
Total reported value
$1.5B
$1.5B
43 檔
16.7%
As reported in its official Q4 2025 Form 13F filing, Neumeier Poma Investment Counsel LLC's tracked investment portfolio stood at $1.5B with 43 total positions.
Neumeier Poma Investment Counsel LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 2 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 4.44% | -0.94% | -41.48% | |
| 2 | OSIS | Osi Systems Inc | Stock-Tech | 4.13% | -0.86% | +0.63% | |
| 3 | HURN | Huron Consulting Group Inc | Stock-Other | 4.07% | -0.88% | EXIT | |
| 4 | DY | Dycom Industries Inc | Stock-Industrials | 3.82% | +0.44% | -17.72% | |
| 5 | SIMO | Silicon Motion Technol-adr | Stock-Other | 3.69% | +0.07% | +0.70% | |
| 6 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 3.64% | -0.36% | +1.58% | |
| 7 | SHOO | Steven Madden LTD | Stock-Other | 3.64% | +0.30% | +10.73% | |
| 8 | TTMI | Ttm Technologies | Stock-Tech | 3.64% | -0.88% | -14.86% | |
| 9 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 3.62% | -0.47% | +9.89% | |
| 10 | EXLS | Exlservice Holdings Inc | Stock-Tech | 3.49% | -0.20% | -1.62% | |
| 11 | ICFI | Icf International Inc | Stock-Other | 3.39% | -0.54% | +46.59% | |
| 12 | SKY | Champion Homes Inc | Stock-Consumer Disc | 3.38% | +0.60% | +40.22% | |
| 13 | FN | Fabrinet | Stock-Tech | 3.30% | -1.55% | -0.81% | |
| 14 | UMBF | Umb Financial CORP | Stock-Financials | 3.20% | +0.26% | -0.40% | |
| 15 | TTEK | Tetra Tech Inc | Stock-Industrials | 3.12% | -0.24% | +15.03% | |
| 16 | CVSA | Covista Inc | Stock-Consumer Staples | 2.85% | -0.24% | +4.09% | |
| 17 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 2.70% | +0.77% | +42.64% | |
| 18 | GOLF | Acushnet Holdings CORP | Stock-Other | 2.54% | +0.24% | +51.69% | |
| 19 | MGRC | Mcgrath Rentcorp | Stock-Other | 2.53% | -0.15% | -1.97% | |
| 20 | ✓ | Stock-Other | 2.31% | +0.48% | -1.73% | ||
| 21 | LAUR | Laureate Education Inc | Stock-Other | 2.28% | -2.23% | — | |
| 22 | LKFN | Lakeland Financial CORP | Stock-Other | 2.27% | -0.16% | -2.27% | |
| 23 | KFY | Korn Ferry | Stock-Industrials | 2.24% | -0.22% | +24.47% | |
| 24 | LMB | Limbach Holdings Inc | Stock-Other | 2.05% | -0.31% | +151.47% | |
| 25 | PLUS | Eplus Inc | Stock-Other | 2.04% | -0.12% | — | |
| 26 | FSS | Federal Signal CORP | Stock-Industrials | 2.00% | +0.92% | -10.81% | |
| 27 | IDCC | Interdigital Inc | Stock-Tech | 1.85% | +1.20% | -27.82% | |
| 28 | BLBD | Blue Bird CORP | Stock-Other | 1.85% | +0.57% | -1.47% | |
| 29 | CASH | Pathward Financial Inc | Stock-Other | 1.55% | -0.52% | -24.24% | |
| 30 | CXT | Crane Nxt Co | Stock-Industrials | 1.44% | +0.11% | -4.02% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 1.41% | -0.60% | +17.88% | |
| 32 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.35% | +0.13% | -12.86% | |
| 33 | LZ | Legalzoomcom Inc | Stock-Other | 1.31% | — | -8.42% | |
| 34 | ALG | Alamo Group Inc | Stock-Other | 1.29% | -0.76% | -2.99% | |
| 35 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 1.17% | +0.16% | -13.27% | |
| 36 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.13% | +0.13% | -67.99% | |
| 37 | CLS | Celestica Inc | Stock-Tech | 1.08% | -0.50% | -70.49% | |
| 38 | WLY | Wiley (john) & Sons-class A | Stock-Other | 1.00% | +1.58% | -0.49% | |
| 39 | UFPT | Ufp Technologies Inc | Stock-Other | 0.96% | +0.73% | — | |
| 40 | 1RG | Rev Group Inc | Stock-Other | 0.93% | — | -10.71% | |
| 41 | ECG | Everus Construction Group | Stock-Industrials | 0.56% | — | -72.27% | |
| 42 | CBZ | Cbiz Inc | Stock-Other | 0.42% | — | -1.41% | |
| 43 | FCN | Fti Consulting Inc | Stock-Industrials | 0.31% | -0.63% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SKY | Champion Homes Inc | +1.2% | +40.22% | Add |
| 2 | LMB | Limbach Holdings Inc | +1% | +151.47% | Add |
| 3 | SHOO | Steven Madden LTD | +1% | +10.73% | Add |
| 4 | GOLF | Acushnet Holdings CORP | +0.9% | +51.69% | Add |
| 5 | ICFI | Icf International Inc | +0.9% | +46.59% | Add |
| 6 | CVCO | Cavco Industries Inc | +0.9% | +42.64% | Add |
| 7 | HURN | Huron Consulting Group Inc | +0.7% | +2.66% | Add |
| 8 | FN | Fabrinet | +0.7% | -0.81% | Trim |
| 9 | TTEK | Tetra Tech Inc | +0.4% | +15.03% | Add |
| 10 | HASI | Ha Sustainable Infrastructur | +0.4% | +9.89% | Add |
| 11 | KFY | Korn Ferry | +0.4% | +24.47% | Add |
| 12 | GLD | Spdr Gold Shares | +0.3% | +17.88% | Add |
| 13 | MYRG | Myr Group Inc/delaware | +0.3% | +1.58% | Add |
| 14 | OSIS | Osi Systems Inc | +0.2% | +0.63% | Add |
| 15 | TTMI | Ttm Technologies | +0.1% | -14.86% | Trim |
| 16 | SIMO | Silicon Motion Technol-adr | 0% | +0.70% | Add |
| 17 | 1RG | Rev Group Inc | 0% | -10.71% | Trim |
| 18 | CBZ | Cbiz Inc | 0% | -1.41% | Trim |
| 19 | ✓ | -0.1% | -1.73% | Trim | |
| 20 | UMBF | Umb Financial CORP | -0.1% | -0.40% | Trim |
| 21 | EXLS | Exlservice Holdings Inc | -0.2% | -1.62% | Trim |
| 22 | DY | Dycom Industries Inc | -0.2% | -17.72% | Trim |
| 23 | LZ | Legalzoomcom Inc | -0.2% | -8.42% | Trim |
| 24 | TSEM | Tower Semiconductor Ltd. | -0.2% | -41.48% | Trim |
| 25 | ALG | Alamo Group Inc | -0.2% | -2.99% | Trim |
| 26 | MOD | Modine Manufacturing Co | -0.3% | -12.86% | Trim |
| 27 | WLY | Wiley (john) & Sons-class A | -0.3% | -0.49% | Trim |
| 28 | LKFN | Lakeland Financial CORP | -0.3% | -2.27% | Trim |
| 29 | MGRC | Mcgrath Rentcorp | -0.3% | -1.97% | Trim |
| 30 | FSS | Federal Signal CORP | -0.4% | -10.81% | Trim |
| 31 | BLBD | Blue Bird CORP | -0.4% | -1.47% | Trim |
| 32 | CASH | Pathward Financial Inc | -0.6% | -24.24% | Trim |
| 33 | PRMB | Primo Brands CORP | -0.6% | -13.27% | Trim |
| 34 | CXT | Crane Nxt Co | -0.7% | -4.02% | Trim |
| 35 | IDCC | Interdigital Inc | -0.9% | -27.82% | Trim |
| 36 | CVSA | Covista Inc | -1.2% | +4.09% | Add |
| 37 | ECG | Everus Construction Group | -1.4% | -72.27% | Trim |
| 38 | CLS | Celestica Inc | -1.9% | -70.49% | Trim |
| 39 | FIX | Comfort Systems USA Inc | -2% | -67.99% | Trim |
| 40 | LAUR | Laureate Education Inc | — | NEW | New buy |
| 41 | PLUS | Eplus Inc | — | NEW | New buy |
| 42 | ✓ | Wns Holdings LTD | — | EXIT | Sold out |
| 43 | UFPT | Ufp Technologies Inc | — | NEW | New buy |
| 44 | TGLS | Tecnoglass Inc. | — | EXIT | Sold out |
| 45 | FCN | Fti Consulting Inc | — | NEW | New buy |
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 43 disclosed positions in Q4 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, OSIS, HURN) accounted for 16.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
LAUR
市值: $27.6M
Top Position Liquidated / Trimmed
WNS HOLDINGS LTD
前期市值: $24.7M
During Q4 2025, Neumeier Poma Investment Counsel LLC's top holdings by market value included TSEM (4.4%)、OSIS (4.1%)、HURN (4.1%). The largest single position, TSEM, represented 4.4% of total portfolio value.
In Q4 2025, Neumeier Poma Investment Counsel LLC made 45 total portfolio adjustments, initiating 4 new buys, adding to 15 positions, trimming 24 holdings, and fully liquidating 2 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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