The Analysis of NEUMEIER POMA INVESTMENT COUNSEL LLC's Holdings


Currently, NEUMEIER POMA INVESTMENT COUNSEL LLC holds 41 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in SHOO (+581.7K shares, valued at $19.5M), LZ (+1.7M shares, valued at $18.1M), MYRG (+80.2K shares, valued at $16.7M); decreased their positions in CLS (-156.2K shares, valued at $38.5M), IDCC (-65.4K shares, valued at $22.6M), CBZ (-335.9K shares, valued at $17.8M); initiated new positions in LZ (+1.7M shares, valued at $18.1M), WLY (+395.6K shares, valued at $16.0M), REVG (+207.9K shares, valued at $11.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TSEM Tower Semiconductor LTD.781.4K shares9.28%2025-09-302025-11-12history
ATGE Adtalem Global Education Inc.320.5K shares-17.42%2025-09-302025-11-12history
DY Dycom Industries Inc.166.3K shares2.74%2025-09-302025-11-12history
OSIS OSI Systems Inc.194.6K shares-1.47%2025-09-302025-11-12history
SIMO Silicon Motion Technology Corp.478.5K shares10.69%2025-09-302025-11-12history
EXLS Exlservice Holdings Inc.1.0M shares1.03%2025-09-302025-11-12history
TTMI TTM Technologies Inc.749.1K shares18.42%2025-09-302025-11-12history
MYRG MYR Group Inc.198.4K shares67.81%2025-09-302025-11-12history
Sponsored
HURN Huron Consulting Group Inc.277.5K shares1.70%2025-09-302025-11-12history
UMBF UMB Financial Corp.338.1K shares10.20%2025-09-302025-11-12history
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.1.3M shares9.13%2025-09-302025-11-12history
FIX Comfort Systems USA Inc.45.6K shares-22.79%2025-09-302025-11-12history
CLS Celestica Inc.149.9K shares-51.02%2025-09-302025-11-12history
MGRC McGrath RentCorp297.9K shares45.02%2025-09-302025-11-12history
IDCC Interdigital Inc.97.4K shares-40.18%2025-09-302025-11-12history
TTEK Tetra Tech Inc.979.4K shares10.35%2025-09-302025-11-12history
Sponsored
FN Fabrinet88.4K shares-33.75%2025-09-302025-11-12history
SHOO Steven Madden LTD.955.0K shares155.85%2025-09-302025-11-12history
LKFN Lakeland Financial Corp.493.5K shares6.25%2025-09-302025-11-12history
ICFI ICF International Inc.328.2K shares92.05%2025-09-302025-11-12history
FSS Federal Signal Corp.250.0K shares-20.80%2025-09-302025-11-12history
OSW Onespaworld Holdings Limited1.4M shares19.41%2025-09-302025-11-12history
BLBD Blue Bird Corp.483.3K shares8.02%2025-09-302025-11-12history
SKY Champion Homes Inc.345.3K shares93.98%2025-09-302025-11-12history
Sponsored
CXT Crane NXT Co.386.5K shares54.32%2025-09-302025-11-12history
CASH Pathward Financial Inc.348.6K shares62.03%2025-09-302025-11-12history
WNS WNS Holdings LTD.323.3K shares-39.14%2025-09-302025-11-12history
ECG Everus Construction Group Inc.284.0K shares7.63%2025-09-302025-11-12history
KFY Korn Ferry330.4K shares4.66%2025-09-302025-11-12history
CVCO Cavco Industries Inc.38.8K shares34.57%2025-09-302025-11-12history
PRMB Primo Brands Corp.1.0M shares2.71%2025-09-302025-11-12history
MOD Modine Manufacturing Co.140.1K shares5.18%2025-09-302025-11-12history
Sponsored
GOLF Acushnet Holdings Corp.253.4K shares3.30%2025-09-302025-11-12history
ALG Alamo Group Inc.95.9K shares52.54%2025-09-302025-11-12history
LZ LegalZoom.Com Inc.1.7M sharesnew addition2025-09-302025-11-12history
WLY Wiley John & Sons Inc.395.6K sharesnew addition2025-09-302025-11-12history
GLD SPDR Gold Trust36.6K shares51.60%2025-09-302025-11-12history
LMB Limbach Holdings Inc.126.6K shares-56.15%2025-09-302025-11-12history
REVG Rev Group Inc207.9K sharesnew addition2025-09-302025-11-12history
TGLS Tecnoglass Inc.97.9K shares-63.81%2025-09-302025-11-12history
Sponsored
CBZ CBIZ Inc.103.0K shares-76.53%2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available