Filed: 8/12/2025ACC: 0001104659-25-076349
📋 What this filing means
NEUMEIER POMA INVESTMENT COUNSEL LLC filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $1.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$1.07B
Total AUM (reported)
15.27M
Total Shares
Allocation by class
COM$908.86M84.7%
SHS$70.31M6.5%
COM SHS$33.59M3.1%
SPONSORED ADR$32.49M3.0%
ORD SHS$20.93M1.9%
ETF$7.37M0.7%
Portfolio Concentration
Top 3$141.56M13.2%
4–10$270.77M25.2%
11–25$430.67M40.1%
Rest$230.55M21.5%
Top 3 weight
13.2%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 15.27M
Sole
Full voting authority
9.17M
shares
% of voting shares60.1%
Shared
Joint voting authority
2.16M
shares
% of voting shares14.2%
None
No voting authority
3.93M
shares
% of voting shares25.8%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeSole · 60.1% of voting shares
Institutional Holdings41
Rows:
Adtalem Global Education Inc.
SOLEShares388.06K
TypeSH
Market value$49.37M
4.60%
Sole
233.09K
Shared
52.73K
None
102.23K
Celestica Inc.
SOLEShares306.13K
TypeSH
Market value$47.79M
4.45%
Sole
185.34K
Shared
43.38K
None
77.41K
OSI Systems Inc.
SOLEShares197.46K
TypeSH
Market value$44.40M
4.14%
Sole
119.34K
Shared
27.16K
None
50.97K
Exlservice Holdings Inc.
SOLEShares1M
TypeSH
Market value$43.82M
4.08%
Sole
590.87K
Shared
148.93K
None
260.96K
Limbach Holdings Inc.
SOLEShares288.62K
TypeSH
Market value$40.44M
3.77%
Sole
172.71K
Shared
40.42K
None
75.49K
Dycom Industries Inc.
SOLEShares161.87K
TypeSH
Market value$39.56M
3.68%
Sole
98.31K
Shared
22.39K
None
41.16K
Fabrinet
SOLEShares133.42K
TypeSH
Market value$39.32M
3.66%
Sole
80.18K
Shared
17.77K
None
35.47K
Huron Consulting Group Inc.
SOLEShares272.85K
TypeSH
Market value$37.53M
3.50%
Sole
164.43K
Shared
37.58K
None
70.84K
Interdigital Inc.
SOLEShares162.86K
TypeSH
Market value$36.52M
3.40%
Sole
96.73K
Shared
23.18K
None
42.95K
WNS Holdings LTD.
SOLEShares531.22K
TypeSH
Market value$33.59M
3.13%
Sole
319.50K
Shared
73.11K
None
138.60K
Federal Signal Corp.
SOLEShares315.60K
TypeSH
Market value$33.59M
3.13%
Sole
192.98K
Shared
43.80K
None
78.82K
Silicon Motion Technology Corp.
SOLEShares432.25K
TypeSH
Market value$32.49M
3.03%
Sole
259.82K
Shared
60.31K
None
112.13K
UMB Financial Corp.
SOLEShares306.76K
TypeSH
Market value$32.26M
3.00%
Sole
181.20K
Shared
45.92K
None
79.64K
Tetra Tech Inc.
SOLEShares887.50K
TypeSH
Market value$31.91M
2.97%
Sole
538.63K
Shared
120.86K
None
228K
Comfort Systems USA Inc.
SOLEShares59.07K
TypeSH
Market value$31.67M
2.95%
Sole
35.03K
Shared
8.39K
None
15.64K
CBIZ Inc.
SOLEShares438.98K
TypeSH
Market value$31.48M
2.93%
Sole
264.05K
Shared
59.02K
None
115.90K
Hannon Armstrong Sustainable Infrastructure Capital Inc.
SOLEShares1.16M
TypeSH
Market value$31.20M
2.91%
Sole
726.76K
Shared
149.40K
None
285.29K
Tower Semiconductor LTD.
SOLEShares715.03K
TypeSH
Market value$31.00M
2.89%
Sole
435.92K
Shared
97.72K
None
181.39K
Primo Brands Corp.
SOLEShares974.55K
TypeSH
Market value$28.87M
2.69%
Sole
585.19K
Shared
135.96K
None
253.40K
Lakeland Financial Corp.
SOLEShares464.43K
TypeSH
Market value$28.54M
2.66%
Sole
269.87K
Shared
68.94K
None
125.62K
TTM Technologies Inc.
SOLEShares632.63K
TypeSH
Market value$25.82M
2.41%
Sole
380.69K
Shared
88K
None
163.94K
McGrath RentCorp
SOLEShares205.41K
TypeSH
Market value$23.82M
2.22%
Sole
125.20K
Shared
27.80K
None
52.41K
Onespaworld Holdings Limited
SOLEShares1.15M
TypeSH
Market value$23.42M
2.18%
Sole
693.59K
Shared
162.47K
None
292.39K
Korn Ferry
SOLEShares315.69K
TypeSH
Market value$23.15M
2.16%
Sole
188.63K
Shared
45.52K
None
81.54K
MYR Group Inc.
SOLEShares118.23K
TypeSH
Market value$21.45M
2.00%
Sole
68K
Shared
15.72K
None
34.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Adtalem Global Education Inc.SOLE | COM | 388.06K | SH | $49.37M 4.60% | 233.09K | 52.73K | 102.23K |
Celestica Inc.SOLE | COM | 306.13K | SH | $47.79M 4.45% | 185.34K | 43.38K | 77.41K |
OSI Systems Inc.SOLE | COM | 197.46K | SH | $44.40M 4.14% | 119.34K | 27.16K | 50.97K |
Exlservice Holdings Inc.SOLE | COM | 1M | SH | $43.82M 4.08% | 590.87K | 148.93K | 260.96K |
Limbach Holdings Inc.SOLE | COM | 288.62K | SH | $40.44M 3.77% | 172.71K | 40.42K | 75.49K |
Dycom Industries Inc.SOLE | COM | 161.87K | SH | $39.56M 3.68% | 98.31K | 22.39K | 41.16K |
FabrinetSOLE | SHS | 133.42K | SH | $39.32M 3.66% | 80.18K | 17.77K | 35.47K |
Huron Consulting Group Inc.SOLE | COM | 272.85K | SH | $37.53M 3.50% | 164.43K | 37.58K | 70.84K |
Interdigital Inc.SOLE | COM | 162.86K | SH | $36.52M 3.40% | 96.73K | 23.18K | 42.95K |
WNS Holdings LTD.SOLE | COM SHS | 531.22K | SH | $33.59M 3.13% | 319.50K | 73.11K | 138.60K |
Federal Signal Corp.SOLE | COM | 315.60K | SH | $33.59M 3.13% | 192.98K | 43.80K | 78.82K |
Silicon Motion Technology Corp.SOLE | SPONSORED ADR | 432.25K | SH | $32.49M 3.03% | 259.82K | 60.31K | 112.13K |
UMB Financial Corp.SOLE | COM | 306.76K | SH | $32.26M 3.00% | 181.20K | 45.92K | 79.64K |
Tetra Tech Inc.SOLE | COM | 887.50K | SH | $31.91M 2.97% | 538.63K | 120.86K | 228K |
Comfort Systems USA Inc.SOLE | COM | 59.07K | SH | $31.67M 2.95% | 35.03K | 8.39K | 15.64K |
CBIZ Inc.SOLE | COM | 438.98K | SH | $31.48M 2.93% | 264.05K | 59.02K | 115.90K |
Hannon Armstrong Sustainable Infrastructure Capital Inc.SOLE | COM | 1.16M | SH | $31.20M 2.91% | 726.76K | 149.40K | 285.29K |
Tower Semiconductor LTD.SOLE | SHS | 715.03K | SH | $31.00M 2.89% | 435.92K | 97.72K | 181.39K |
Primo Brands Corp.SOLE | COM | 974.55K | SH | $28.87M 2.69% | 585.19K | 135.96K | 253.40K |
Lakeland Financial Corp.SOLE | COM | 464.43K | SH | $28.54M 2.66% | 269.87K | 68.94K | 125.62K |
TTM Technologies Inc.SOLE | COM | 632.63K | SH | $25.82M 2.41% | 380.69K | 88K | 163.94K |
McGrath RentCorpSOLE | COM | 205.41K | SH | $23.82M 2.22% | 125.20K | 27.80K | 52.41K |
Onespaworld Holdings LimitedSOLE | COM | 1.15M | SH | $23.42M 2.18% | 693.59K | 162.47K | 292.39K |
Korn FerrySOLE | COM | 315.69K | SH | $23.15M 2.16% | 188.63K | 45.52K | 81.54K |
MYR Group Inc.SOLE | COM | 118.23K | SH | $21.45M 2.00% | 68K | 15.72K | 34.51K |
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