NEUMEIER POMA INVESTMENT COUNSEL LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, NEUMEIER POMA INVESTMENT COUNSEL LLC held in its portfolio 43 assets valued at $1,209,972,139 (i.e. $1.21B).
The most valuable assets in the portfolio included: Tower Semiconductor LTD. ($53.70M), OSI Systems Inc. ($49.94M), and Huron Consulting Group Inc. ($49.25M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
NEUMEIER POMA INVESTMENT COUNSEL LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Tower Semiconductor LTD. | 457288 | 53694757 | SHS |
| OSI Systems Inc. | 195795 | 49939473 | COM |
| Huron Consulting Group Inc. | 284856 | 49254451 | COM |
| Dycom Industries Inc. | 136848 | 46240939 | COM |
| Silicon Motion Technology Corp. | 481818 | 44664529 | SPONSORED ADR |
| MYR Group Inc. | 201539 | 44036272 | COM |
| Steven Madden LTD. | 1057465 | 44032843 | COM |
| TTM Technologies Inc. | 637790 | 44007510 | COM |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1392799 | 43775673 | COM |
| Exlservice Holdings Inc. | 994683 | 42214347 | COM |
| ICF International Inc. | 481086 | 41036636 | COM |
| Champion Homes Inc. | 484196 | 40914562 | COM |
| Fabrinet | 87671 | 39914853 | SHS |
| UMB Financial Corp. | 336712 | 38735348 | COM |
| Tetra Tech Inc. | 1126603 | 37786265 | COM |
| Adtalem Global Education Inc. | 333592 | 34516764 | COM |
| Cavco Industries Inc. | 55312 | 32675011 | COM |
| Acushnet Holdings Corp. | 384424 | 30684724 | COM |
| McGrath RentCorp | 292003 | 30639875 | COM |
| Onespaworld Holdings Limited | 1347742 | 27952169 | COM |
| Laureate Education Inc. | 818340 | 27553508 | COM |
| Lakeland Financial Corp. | 482244 | 27516843 | COM |
| Korn Ferry | 411262 | 27151517 | COM |
| Limbach Holdings Inc. | 318238 | 24774828 | COM |
| Eplus Inc. | 281430 | 24681411 | COM |
| Federal Signal Corp. | 222931 | 24208077 | COM |
| Interdigital Inc. | 70319 | 22388163 | COM |
| Blue Bird Corp. | 476190 | 22380930 | COM |
| Pathward Financial Inc. | 264100 | 18751100 | COM |
| Crane NXT Co. | 371015 | 17463676 | COM |
| SPDR Gold Trust | 43185 | 17114647 | ETF |
| Modine Manufacturing Co. | 122052 | 16295163 | COM |
| LegalZoom.Com Inc. | 1597435 | 15862530 | COM |
| Alamo Group Inc. | 93066 | 15622989 | COM |
| Primo Brands Corp. | 868085 | 14193190 | COM |
| Comfort Systems USA Inc. | 14601 | 13626967 | COM |
| Celestica Inc. | 44243 | 13078673 | COM |
| Wiley John & Sons Inc. | 393715 | 12059490 | CL A |
| UFP Technologies Inc. | 52120 | 11572204 | COM |
| Rev Group Inc | 185660 | 11289985 | COM |
| Everus Construction Group Inc. | 78744 | 6737337 | COM |
| CBIZ Inc. | 101585 | 5124963 | COM |
| FTI Consulting | 22285 | 3806947 | COM |
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