Filed: 2/11/2026ACC: 0001104659-26-012937
📋 What this filing means
NEUMEIER POMA INVESTMENT COUNSEL LLC filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $1.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$1.21B
Total AUM (reported)
18.10M
Total Shares
Allocation by class
COM$1.04B86.2%
SHS$93.61M7.7%
SPONSORED ADR$44.66M3.7%
ETF$17.11M1.4%
CL A$12.06M1.0%
Portfolio Concentration
Top 3$152.89M12.6%
4–10$308.97M25.5%
11–25$486.53M40.2%
Rest$261.58M21.6%
Top 3 weight
12.6%
Top 10 weight
38.2%
Voting Authority Distribution
Total shares with voting rights: 18.10M
Sole
Full voting authority
11.20M
shares
% of voting shares61.9%
Shared
Joint voting authority
2.62M
shares
% of voting shares14.4%
None
No voting authority
4.29M
shares
% of voting shares23.7%
Investment Discretion (by position count)
Sole43
Shared0
Other0
Dominant voting typeSole · 61.9% of voting shares
Institutional Holdings43
Rows:
Tower Semiconductor LTD.
SOLEShares457.29K
TypeSH
Market value$53.69M
4.44%
Sole
285.78K
Shared
63.95K
None
107.56K
OSI Systems Inc.
SOLEShares195.79K
TypeSH
Market value$49.94M
4.13%
Sole
121.29K
Shared
27.16K
None
47.35K
Huron Consulting Group Inc.
SOLEShares284.86K
TypeSH
Market value$49.25M
4.07%
Sole
178.25K
Shared
40.21K
None
66.39K
Dycom Industries Inc.
SOLEShares136.85K
TypeSH
Market value$46.24M
3.82%
Sole
85.65K
Shared
18.98K
None
32.22K
Silicon Motion Technology Corp.
SOLEShares481.82K
TypeSH
Market value$44.66M
3.69%
Sole
298.79K
Shared
69K
None
114.02K
MYR Group Inc.
SOLEShares201.54K
TypeSH
Market value$44.04M
3.64%
Sole
126.10K
Shared
27.19K
None
48.24K
Steven Madden LTD.
SOLEShares1.06M
TypeSH
Market value$44.03M
3.64%
Sole
658.68K
Shared
147.18K
None
251.60K
TTM Technologies Inc.
SOLEShares637.79K
TypeSH
Market value$44.01M
3.64%
Sole
396.99K
Shared
90.42K
None
150.38K
Hannon Armstrong Sustainable Infrastructure Capital Inc.
SOLEShares1.39M
TypeSH
Market value$43.78M
3.62%
Sole
874.66K
Shared
193.78K
None
324.35K
Exlservice Holdings Inc.
SOLEShares994.68K
TypeSH
Market value$42.21M
3.49%
Sole
610.19K
Shared
148.93K
None
235.56K
ICF International Inc.
SOLEShares481.09K
TypeSH
Market value$41.04M
3.39%
Sole
297.06K
Shared
69.50K
None
114.53K
Champion Homes Inc.
SOLEShares484.20K
TypeSH
Market value$40.91M
3.38%
Sole
301.02K
Shared
68.16K
None
115.02K
Fabrinet
SOLEShares87.67K
TypeSH
Market value$39.91M
3.30%
Sole
55.37K
Shared
11.55K
None
20.75K
UMB Financial Corp.
SOLEShares336.71K
TypeSH
Market value$38.74M
3.20%
Sole
208.02K
Shared
48.47K
None
80.22K
Tetra Tech Inc.
SOLEShares1.13M
TypeSH
Market value$37.79M
3.12%
Sole
703.13K
Shared
156.71K
None
266.77K
Adtalem Global Education Inc.
SOLEShares333.59K
TypeSH
Market value$34.52M
2.85%
Sole
207.97K
Shared
48.08K
None
77.54K
Cavco Industries Inc.
SOLEShares55.31K
TypeSH
Market value$32.68M
2.70%
Sole
34.23K
Shared
8.10K
None
12.98K
Acushnet Holdings Corp.
SOLEShares384.42K
TypeSH
Market value$30.68M
2.54%
Sole
239.03K
Shared
56.50K
None
88.89K
McGrath RentCorp
SOLEShares292K
TypeSH
Market value$30.64M
2.53%
Sole
183.59K
Shared
40.91K
None
67.51K
Onespaworld Holdings Limited
SOLEShares1.35M
TypeSH
Market value$27.95M
2.31%
Sole
835.73K
Shared
190.10K
None
321.91K
Laureate Education Inc.
SOLEShares818.34K
TypeSH
Market value$27.55M
2.28%
Sole
510.86K
Shared
113.97K
None
193.51K
Lakeland Financial Corp.
SOLEShares482.24K
TypeSH
Market value$27.52M
2.27%
Sole
288.93K
Shared
68.94K
None
124.38K
Korn Ferry
SOLEShares411.26K
TypeSH
Market value$27.15M
2.24%
Sole
258.58K
Shared
58.80K
None
93.87K
Limbach Holdings Inc.
SOLEShares318.24K
TypeSH
Market value$24.77M
2.05%
Sole
195.89K
Shared
48.30K
None
74.05K
Eplus Inc.
SOLEShares281.43K
TypeSH
Market value$24.68M
2.04%
Sole
173.72K
Shared
41.70K
None
66K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Tower Semiconductor LTD.SOLE | SHS | 457.29K | SH | $53.69M 4.44% | 285.78K | 63.95K | 107.56K |
OSI Systems Inc.SOLE | COM | 195.79K | SH | $49.94M 4.13% | 121.29K | 27.16K | 47.35K |
Huron Consulting Group Inc.SOLE | COM | 284.86K | SH | $49.25M 4.07% | 178.25K | 40.21K | 66.39K |
Dycom Industries Inc.SOLE | COM | 136.85K | SH | $46.24M 3.82% | 85.65K | 18.98K | 32.22K |
Silicon Motion Technology Corp.SOLE | SPONSORED ADR | 481.82K | SH | $44.66M 3.69% | 298.79K | 69K | 114.02K |
MYR Group Inc.SOLE | COM | 201.54K | SH | $44.04M 3.64% | 126.10K | 27.19K | 48.24K |
Steven Madden LTD.SOLE | COM | 1.06M | SH | $44.03M 3.64% | 658.68K | 147.18K | 251.60K |
TTM Technologies Inc.SOLE | COM | 637.79K | SH | $44.01M 3.64% | 396.99K | 90.42K | 150.38K |
Hannon Armstrong Sustainable Infrastructure Capital Inc.SOLE | COM | 1.39M | SH | $43.78M 3.62% | 874.66K | 193.78K | 324.35K |
Exlservice Holdings Inc.SOLE | COM | 994.68K | SH | $42.21M 3.49% | 610.19K | 148.93K | 235.56K |
ICF International Inc.SOLE | COM | 481.09K | SH | $41.04M 3.39% | 297.06K | 69.50K | 114.53K |
Champion Homes Inc.SOLE | COM | 484.20K | SH | $40.91M 3.38% | 301.02K | 68.16K | 115.02K |
FabrinetSOLE | SHS | 87.67K | SH | $39.91M 3.30% | 55.37K | 11.55K | 20.75K |
UMB Financial Corp.SOLE | COM | 336.71K | SH | $38.74M 3.20% | 208.02K | 48.47K | 80.22K |
Tetra Tech Inc.SOLE | COM | 1.13M | SH | $37.79M 3.12% | 703.13K | 156.71K | 266.77K |
Adtalem Global Education Inc.SOLE | COM | 333.59K | SH | $34.52M 2.85% | 207.97K | 48.08K | 77.54K |
Cavco Industries Inc.SOLE | COM | 55.31K | SH | $32.68M 2.70% | 34.23K | 8.10K | 12.98K |
Acushnet Holdings Corp.SOLE | COM | 384.42K | SH | $30.68M 2.54% | 239.03K | 56.50K | 88.89K |
McGrath RentCorpSOLE | COM | 292K | SH | $30.64M 2.53% | 183.59K | 40.91K | 67.51K |
Onespaworld Holdings LimitedSOLE | COM | 1.35M | SH | $27.95M 2.31% | 835.73K | 190.10K | 321.91K |
Laureate Education Inc.SOLE | COM | 818.34K | SH | $27.55M 2.28% | 510.86K | 113.97K | 193.51K |
Lakeland Financial Corp.SOLE | COM | 482.24K | SH | $27.52M 2.27% | 288.93K | 68.94K | 124.38K |
Korn FerrySOLE | COM | 411.26K | SH | $27.15M 2.24% | 258.58K | 58.80K | 93.87K |
Limbach Holdings Inc.SOLE | COM | 318.24K | SH | $24.77M 2.05% | 195.89K | 48.30K | 74.05K |
Eplus Inc.SOLE | COM | 281.43K | SH | $24.68M 2.04% | 173.72K | 41.70K | 66K |
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