Filed: 11/12/2025ACC: 0001104659-25-109533
📋 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 $1.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$1.22B
Total AUM (reported)
17.58M
Total Shares
Allocation by class
COM$1.03B84.1%
SHS$88.72M7.3%
SPONSORED ADR$45.36M3.7%
COM SHS$24.66M2.0%
CL A$16.01M1.3%
ETF$13.02M1.1%
ORD SHS$6.55M0.5%
Portfolio Concentration
Top 3$154.51M12.6%
4–10$303.53M24.8%
11–25$479.94M39.3%
Rest$283.91M23.2%
Top 3 weight
12.6%
Top 10 weight
37.5%
Voting Authority Distribution
Total shares with voting rights: 17.58M
Sole
Full voting authority
11.02M
shares
% of voting shares62.7%
Shared
Joint voting authority
2.44M
shares
% of voting shares13.9%
None
No voting authority
4.12M
shares
% of voting shares23.4%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeSole · 62.7% of voting shares
Institutional Holdings41
Rows:
Tower Semiconductor LTD.
SOLEShares781.37K
TypeSH
Market value$56.49M
4.62%
Sole
490.71K
Shared
105.70K
None
184.96K
Adtalem Global Education Inc.
SOLEShares320.48K
TypeSH
Market value$49.50M
4.05%
Sole
202.08K
Shared
44.41K
None
73.98K
Dycom Industries Inc.
SOLEShares166.31K
TypeSH
Market value$48.52M
3.97%
Sole
105.87K
Shared
22.39K
None
38.05K
OSI Systems Inc.
SOLEShares194.56K
TypeSH
Market value$48.49M
3.97%
Sole
121.67K
Shared
27.16K
None
45.74K
Silicon Motion Technology Corp.
SOLEShares478.46K
TypeSH
Market value$45.36M
3.71%
Sole
303.31K
Shared
63.63K
None
111.52K
Exlservice Holdings Inc.
SOLEShares1.01M
TypeSH
Market value$44.52M
3.64%
Sole
626.54K
Shared
148.93K
None
235.56K
TTM Technologies Inc.
SOLEShares749.13K
TypeSH
Market value$43.15M
3.53%
Sole
465.33K
Shared
101.02K
None
182.78K
MYR Group Inc.
SOLEShares198.40K
TypeSH
Market value$41.27M
3.38%
Sole
125.30K
Shared
27.19K
None
45.91K
Huron Consulting Group Inc.
SOLEShares277.48K
TypeSH
Market value$40.73M
3.33%
Sole
175.15K
Shared
37.58K
None
64.74K
UMB Financial Corp.
SOLEShares338.05K
TypeSH
Market value$40.01M
3.27%
Sole
212.51K
Shared
48.47K
None
77.07K
Hannon Armstrong Sustainable Infrastructure Capital Inc.
SOLEShares1.27M
TypeSH
Market value$38.91M
3.18%
Sole
805.14K
Shared
164K
None
298.35K
Comfort Systems USA Inc.
SOLEShares45.61K
TypeSH
Market value$37.63M
3.08%
Sole
28.23K
Shared
6.25K
None
11.14K
Celestica Inc.
SOLEShares149.95K
TypeSH
Market value$36.94M
3.02%
Sole
95.30K
Shared
20.46K
None
34.19K
McGrath RentCorp
SOLEShares297.88K
TypeSH
Market value$34.94M
2.86%
Sole
189.46K
Shared
40.91K
None
67.51K
Interdigital Inc.
SOLEShares97.42K
TypeSH
Market value$33.63M
2.75%
Sole
62.07K
Shared
13.47K
None
21.89K
Tetra Tech Inc.
SOLEShares979.39K
TypeSH
Market value$32.69M
2.68%
Sole
618.77K
Shared
131.97K
None
228.65K
Fabrinet
SOLEShares88.39K
TypeSH
Market value$32.23M
2.64%
Sole
56.59K
Shared
11.55K
None
20.25K
Steven Madden LTD.
SOLEShares955.01K
TypeSH
Market value$31.97M
2.62%
Sole
605.65K
Shared
125.38K
None
223.97K
Lakeland Financial Corp.
SOLEShares493.47K
TypeSH
Market value$31.68M
2.59%
Sole
300.15K
Shared
68.94K
None
124.38K
ICF International Inc.
SOLEShares328.18K
TypeSH
Market value$30.46M
2.49%
Sole
205.63K
Shared
45.29K
None
77.26K
Federal Signal Corp.
SOLEShares249.96K
TypeSH
Market value$29.74M
2.43%
Sole
159.36K
Shared
34.23K
None
56.38K
Onespaworld Holdings Limited
SOLEShares1.37M
TypeSH
Market value$28.99M
2.37%
Sole
859.83K
Shared
190.10K
None
321.48K
Blue Bird Corp.
SOLEShares483.31K
TypeSH
Market value$27.81M
2.28%
Sole
293.28K
Shared
74.58K
None
115.45K
Champion Homes Inc.
SOLEShares345.31K
TypeSH
Market value$26.37M
2.16%
Sole
217.98K
Shared
48.83K
None
78.50K
Crane NXT Co.
SOLEShares386.54K
TypeSH
Market value$25.92M
2.12%
Sole
240.33K
Shared
55.90K
None
90.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Tower Semiconductor LTD.SOLE | SHS | 781.37K | SH | $56.49M 4.62% | 490.71K | 105.70K | 184.96K |
Adtalem Global Education Inc.SOLE | COM | 320.48K | SH | $49.50M 4.05% | 202.08K | 44.41K | 73.98K |
Dycom Industries Inc.SOLE | COM | 166.31K | SH | $48.52M 3.97% | 105.87K | 22.39K | 38.05K |
OSI Systems Inc.SOLE | COM | 194.56K | SH | $48.49M 3.97% | 121.67K | 27.16K | 45.74K |
Silicon Motion Technology Corp.SOLE | SPONSORED ADR | 478.46K | SH | $45.36M 3.71% | 303.31K | 63.63K | 111.52K |
Exlservice Holdings Inc.SOLE | COM | 1.01M | SH | $44.52M 3.64% | 626.54K | 148.93K | 235.56K |
TTM Technologies Inc.SOLE | COM | 749.13K | SH | $43.15M 3.53% | 465.33K | 101.02K | 182.78K |
MYR Group Inc.SOLE | COM | 198.40K | SH | $41.27M 3.38% | 125.30K | 27.19K | 45.91K |
Huron Consulting Group Inc.SOLE | COM | 277.48K | SH | $40.73M 3.33% | 175.15K | 37.58K | 64.74K |
UMB Financial Corp.SOLE | COM | 338.05K | SH | $40.01M 3.27% | 212.51K | 48.47K | 77.07K |
Hannon Armstrong Sustainable Infrastructure Capital Inc.SOLE | COM | 1.27M | SH | $38.91M 3.18% | 805.14K | 164K | 298.35K |
Comfort Systems USA Inc.SOLE | COM | 45.61K | SH | $37.63M 3.08% | 28.23K | 6.25K | 11.14K |
Celestica Inc.SOLE | COM | 149.95K | SH | $36.94M 3.02% | 95.30K | 20.46K | 34.19K |
McGrath RentCorpSOLE | COM | 297.88K | SH | $34.94M 2.86% | 189.46K | 40.91K | 67.51K |
Interdigital Inc.SOLE | COM | 97.42K | SH | $33.63M 2.75% | 62.07K | 13.47K | 21.89K |
Tetra Tech Inc.SOLE | COM | 979.39K | SH | $32.69M 2.68% | 618.77K | 131.97K | 228.65K |
FabrinetSOLE | SHS | 88.39K | SH | $32.23M 2.64% | 56.59K | 11.55K | 20.25K |
Steven Madden LTD.SOLE | COM | 955.01K | SH | $31.97M 2.62% | 605.65K | 125.38K | 223.97K |
Lakeland Financial Corp.SOLE | COM | 493.47K | SH | $31.68M 2.59% | 300.15K | 68.94K | 124.38K |
ICF International Inc.SOLE | COM | 328.18K | SH | $30.46M 2.49% | 205.63K | 45.29K | 77.26K |
Federal Signal Corp.SOLE | COM | 249.96K | SH | $29.74M 2.43% | 159.36K | 34.23K | 56.38K |
Onespaworld Holdings LimitedSOLE | COM | 1.37M | SH | $28.99M 2.37% | 859.83K | 190.10K | 321.48K |
Blue Bird Corp.SOLE | COM | 483.31K | SH | $27.81M 2.28% | 293.28K | 74.58K | 115.45K |
Champion Homes Inc.SOLE | COM | 345.31K | SH | $26.37M 2.16% | 217.98K | 48.83K | 78.50K |
Crane NXT Co.SOLE | COM | 386.54K | SH | $25.92M 2.12% | 240.33K | 55.90K | 90.31K |
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