Fund HoldingsNEUMEIER POMA INVESTMENT COUNSEL LLC

Total Portfolio Value
$1.21B
Total Bought
$184.73M
Total Sold
$182.38M
Net Transaction
+$2.35M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Laureate Education Inc.(LAUR)0818,340+818,340027,5542.28%+27,554
Eplus Inc.(PLUS)0281,430+281,430024,6812.04%+24,681
Champion Homes Inc.(SKY)345,306484,196+138,89026,37140,9153.38%+14,544
Limbach Holdings Inc.(LMB)126,553318,238+191,68512,29124,7752.05%+12,484
Steven Madden LTD.(SHOO)955,0101,057,465+102,45531,97444,0333.64%+12,059
UFP Technologies Inc.(UFPT)052,120+52,120011,5720.96%+11,572
Acushnet Holdings Corp.253,434384,424+130,99019,89230,6852.54%+10,793
ICF International Inc.(ICFI)328,181481,086+152,90530,45541,0373.39%+10,581
Cavco Industries Inc.(CVCO)38,77755,312+16,53522,51932,6752.70%+10,156
Huron Consulting Group Inc.(HURN)277,476284,856+7,38040,72549,2544.07%+8,529
Fabrinet(FN)88,39187,671-72032,22939,9153.30%+7,686
Tetra Tech Inc.(TTEK)979,3881,126,603+147,21532,69237,7863.12%+5,094
Hannon Armstrong Sustainable Infrastructure Capital Inc.(HASI)1,267,4891,392,799+125,31038,91243,7763.62%+4,864
SPDR Gold Trust(GLD)36,63643,185+6,54913,02317,1151.41%+4,092
Korn Ferry(KFY)330,402411,262+80,86023,12227,1522.24%+4,030
FTI Consulting(FCN)022,285+22,28503,8070.31%+3,807
MYR Group Inc.(MYRG)198,401201,539+3,13841,27344,0363.64%+2,763
OSI Systems Inc.(OSIS)194,565195,795+1,23048,49349,9394.13%+1,446
TTM Technologies Inc.(TTMI)749,125637,790-111,33543,15044,0083.64%+858
CBIZ Inc.(CBZ)103,035101,585-1,4505,4575,1250.42%-332
Rev Group Inc207,940185,660-22,28011,78411,2900.93%-494
Silicon Motion Technology Corp.(SIMO)478,463481,818+3,35545,36344,6653.69%-699
Onespaworld Holdings Limited
COM
1,371,4071,347,742-23,66528,99227,9522.31%-1,039
UMB Financial Corp.(UMBF)338,052336,712-1,34040,00838,7353.20%-1,273
LegalZoom.Com Inc.(LZ)1,744,3551,597,435-146,92018,10615,8631.31%-2,244
Dycom Industries Inc.(DY)166,313136,848-29,46548,52346,2413.82%-2,283
Exlservice Holdings Inc.(EXLS)1,011,033994,683-16,35044,51642,2143.49%-2,301
Alamo Group Inc.95,93193,066-2,86518,31315,6231.29%-2,690
Tower Semiconductor LTD.(TSEM)781,368457,288-324,08056,49353,6954.44%-2,798
Modine Manufacturing Co.(MOD)140,062122,052-18,01019,91116,2951.35%-3,616
Wiley John & Sons Inc.(WLY)395,640393,715-1,92516,01212,0591.00%-3,952
Lakeland Financial Corp.(LKFN)493,469482,244-11,22531,68127,5172.27%-4,164
McGrath RentCorp(MGRC)297,878292,003-5,87534,94130,6402.53%-4,301
Blue Bird Corp.483,310476,190-7,12027,81422,3811.85%-5,434
Federal Signal Corp.(FSS)249,961222,931-27,03029,74324,2082.00%-5,535
Tecnoglass Inc.(TGLS)97,9410-97,9416,5530-6,553
Pathward Financial Inc.(CASH)348,590264,100-84,49025,79918,7511.55%-7,048
Primo Brands Corp.(PRMB)1,000,956868,085-132,87122,12114,1931.17%-7,928
Crane NXT Co.(CXT)386,536371,015-15,52125,92517,4641.44%-8,461
Interdigital Inc.(IDCC)97,42470,319-27,10533,63422,3881.85%-11,246
Adtalem Global Education Inc.(CVSA)320,477333,592+13,11549,49834,5172.85%-14,981
Everus Construction Group Inc.(ECG)283,97978,744-205,23524,3516,7370.56%-17,614
Celestica Inc.(CLS)149,95044,243-105,70736,94513,0791.08%-23,866
Comfort Systems USA Inc.(FIX)45,60814,601-31,00737,63513,6271.13%-24,008
WNS Holdings LTD.323,3130-323,31324,6590-24,659
Page 1 of 1