Fund HoldingsNEUMEIER POMA INVESTMENT COUNSEL LLC

Total Portfolio Value
$929.86M
Total Bought
$116.45M
Total Sold
$174.67M
Net Transaction
-$58.21M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
WNS Holdings LTD.360,658488,103+127,44517,09230,0133.23%+12,922
Cavco Industries Inc.(CVCO)30,29644,811+14,51513,51923,2852.50%+9,766
Pathward Financial Inc.(CASH)0132,680+132,68009,6791.04%+9,679
Hannon Armstrong Sustainable Infrastructure Capital Inc.(HASI)576,693856,908+280,21515,47325,0562.69%+9,583
Prestige Consumer Healthcare Inc.(PBH)0101,350+101,35008,7130.94%+8,713
Silicon Motion Technology Corp.(SIMO)181,665353,015+171,3509,81917,8481.92%+8,029
Fabrinet(FN)55,812100,303+44,49112,27219,8112.13%+7,539
SPDR Gold Trust(GLD)024,295+24,29507,0000.75%+7,000
Huron Consulting Group Inc.(HURN)242,558244,318+1,76030,14035,0473.77%+4,907
Adtalem Global Education Inc.(CVSA)405,530406,430+90036,84240,9034.40%+4,061
Onespaworld Holdings Limited
COM
851,1221,173,827+322,70516,93719,7092.12%+2,771
Exlservice Holdings Inc.(EXLS)1,038,3941,029,104-9,29046,08448,5845.22%+2,500
OSI Systems Inc.(OSIS)270,342243,978-26,36445,26347,4155.10%+2,151
Champion Homes Inc.(SKY)356,616353,356-3,26031,41833,4843.60%+2,066
Primo Brands Corp.(PRMB)1,071,161976,336-94,82532,96034,6503.73%+1,691
iShares Russell 2000 ETF02,425+2,42504840.05%+484
NV5 Global Inc.612,252621,447+9,19511,53511,9751.29%+440
McGrath RentCorp(MGRC)204,806208,246+3,44022,90123,1992.49%+297
Korn Ferry(KFY)326,790320,600-6,19022,04221,7462.34%-296
Century Communities Inc.(CCS)79,27376,458-2,8155,8155,1300.55%-685
Acushnet Holdings Corp.253,113245,948-7,16517,99116,8871.82%-1,104
Crane NXT Co.(CXT)253,366251,906-1,46014,75112,9481.39%-1,803
Celestica Inc.(CLS)306,260334,829+28,56928,26826,3882.84%-1,880
Blue Bird Corp.426,015430,665+4,65016,45713,9411.50%-2,516
CBIZ Inc.(CBZ)456,062456,382+32037,32034,6213.72%-2,698
Veeco Instruments Inc.(VECO)419,207404,852-14,35511,2358,1290.87%-3,105
UMB Financial Corp.(UMBF)313,124312,199-92535,33931,5633.39%-3,776
MYR Group Inc.(MYRG)115,361117,351+1,99017,16213,2711.43%-3,891
Visteon Corp.(VC)46,5040-46,5044,1260-4,126
Tecnoglass Inc.(TGLS)298,550270,095-28,45523,68119,3252.08%-4,356
Lakeland Financial Corp.(LKFN)476,113475,102-1,01132,73828,2403.04%-4,497
Interdigital Inc.(IDCC)217,444181,510-35,93442,12337,5274.04%-4,596
Alamo Group Inc.85,36663,004-22,36215,87011,2281.21%-4,642
Amalgamated Financial Corp.391,195242,155-149,04013,0936,9620.75%-6,131
Federal Signal Corp.(FSS)327,698317,738-9,96030,27623,3702.51%-6,906
Donnelley Financial Solutions Inc.(DFIN)323,080275,080-48,00020,26712,0241.29%-8,243
Tower Semiconductor LTD.(TSEM)641,315681,215+39,90033,03424,2922.61%-8,742
Steven Madden LTD.(SHOO)451,641376,393-75,24819,20410,0271.08%-9,177
FormFactor Inc.(FORM)405,130305,390-99,74017,8268,6390.93%-9,186
ICF International Inc.(ICFI)199,506171,371-28,13523,78314,5611.57%-9,222
Everus Construction Group Inc.(ECG)372,939377,159+4,22024,52113,9891.50%-10,532
Tetra Tech Inc.(TTEK)703,836549,921-153,91528,04116,0851.73%-11,956
Comfort Systems USA Inc.(FIX)73,53458,237-15,29731,18318,7722.02%-12,411
Atlantic Union Bankshares Corp.(AUB)525,520216,645-308,87519,9076,7460.73%-13,160
Modine Manufacturing Co.(MOD)179,43196,969-82,46220,8017,4420.80%-13,359
Limbach Holdings Inc.(LMB)461,825327,326-134,49939,50524,3762.62%-15,129
Dycom Industries Inc.(DY)247,959162,597-85,36243,16024,7702.66%-18,390
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