Sponsored

The Analysis of NEUMEIER POMA INVESTMENT COUNSEL LLC's Holdings & P&L

Currently, NEUMEIER POMA INVESTMENT COUNSEL LLC holds 43 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in LAUR (+818.3K shares, valued at $27.6M), PLUS (+281.4K shares, valued at $24.7M), LMB (+191.7K shares, valued at $14.9M); decreased their positions in TSEM (-324.1K shares, valued at $38.1M), N/A (-105.7K shares, valued at $31.2M), FIX (-31.0K shares, valued at $28.9M); initiated new positions in LAUR (+818.3K shares, valued at $27.6M), PLUS (+281.4K shares, valued at $24.7M), UFPT (+52.1K shares, valued at $11.6M).

1M P&L

+123.2M+9.23%

3M P&L

+183.3M+14.38%

HY P&L

+358.7M+32.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Engineering & Construction148.4M

12.4%

2Electronic Components133.9M

11.2%

3Semiconductors98.4M

8.2%

Top Industries by Stock Count

1Engineering & Construction5 stocks

11.9%

2Farm & Heavy Construction Machinery3 stocks

7.1%

3Electronic Components3 stocks

7.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSEM Tower Semiconductor LTD.457.3K shares-41.48%2025-12-312026-02-11

OSIS OSI Systems Inc.195.8K shares0.63%2025-12-312026-02-11

HURN Huron Consulting Group Inc.284.9K shares2.66%2025-12-312026-02-11

DY Dycom Industries Inc.136.8K shares-17.72%2025-12-312026-02-11

SIMO Silicon Motion Technology Corp.481.8K shares0.70%2025-12-312026-02-11

MYRG MYR Group Inc.201.5K shares1.58%2025-12-312026-02-11

SHOO Steven Madden LTD.1.1M shares10.73%2025-12-312026-02-11

TTMI TTM Technologies Inc.637.8K shares-14.86%2025-12-312026-02-11

Sponsored

HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.1.4M shares9.89%2025-12-312026-02-11

EXLS Exlservice Holdings Inc.994.7K shares-1.62%2025-12-312026-02-11

ICFI ICF International Inc.481.1K shares46.59%2025-12-312026-02-11

SKY Champion Homes Inc.484.2K shares40.22%2025-12-312026-02-11

FN Fabrinet87.7K shares-0.81%2025-12-312026-02-11

UMBF UMB Financial Corp.336.7K shares-0.40%2025-12-312026-02-11

TTEK Tetra Tech Inc.1.1M shares15.03%2025-12-312026-02-11

ATGE Adtalem Global Education Inc.333.6K shares4.09%2025-12-312026-02-11

Sponsored

CVCO Cavco Industries Inc.55.3K shares42.64%2025-12-312026-02-11

GOLF Acushnet Holdings Corp.384.4K shares51.69%2025-12-312026-02-11

MGRC McGrath RentCorp292.0K shares-1.97%2025-12-312026-02-11

OSW Onespaworld Holdings Limited1.3M shares-1.73%2025-12-312026-02-11

LAUR Laureate Education Inc.818.3K sharesnew addition2025-12-312026-02-11

LKFN Lakeland Financial Corp.482.2K shares-2.27%2025-12-312026-02-11

KFY Korn Ferry411.3K shares24.47%2025-12-312026-02-11

LMB Limbach Holdings Inc.318.2K shares151.47%2025-12-312026-02-11

Sponsored

PLUS Eplus Inc.281.4K sharesnew addition2025-12-312026-02-11

FSS Federal Signal Corp.222.9K shares-10.81%2025-12-312026-02-11

IDCC Interdigital Inc.70.3K shares-27.82%2025-12-312026-02-11

BLBD Blue Bird Corp.476.2K shares-1.47%2025-12-312026-02-11

CASH Pathward Financial Inc.264.1K shares-24.24%2025-12-312026-02-11

CXT Crane NXT Co.371.0K shares-4.02%2025-12-312026-02-11

GLD SPDR Gold Trust43.2K shares17.88%2025-12-312026-02-11

MOD Modine Manufacturing Co.122.1K shares-12.86%2025-12-312026-02-11

Sponsored

LZ LegalZoom.Com Inc.1.6M shares-8.42%2025-12-312026-02-11

ALG Alamo Group Inc.93.1K shares-2.99%2025-12-312026-02-11

PRMB Primo Brands Corp.868.1K shares-13.27%2025-12-312026-02-11

FIX Comfort Systems USA Inc.14.6K shares-67.99%2025-12-312026-02-11

Celestica Inc. Celestica Inc.44.2K shares-70.49%2025-12-312026-02-11

WLY Wiley John & Sons Inc.393.7K shares-0.49%2025-12-312026-02-11

UFPT UFP Technologies Inc.52.1K sharesnew addition2025-12-312026-02-11

REVG Rev Group Inc185.7K shares-10.71%2025-12-312026-02-11

Sponsored

ECG Everus Construction Group Inc.78.7K shares-72.27%2025-12-312026-02-11

CBZ CBIZ Inc.101.6K shares-1.41%2025-12-312026-02-11

FCN FTI Consulting22.3K sharesnew addition2025-12-312026-02-11

TSEM

Tower Semiconductor LTD.

-41.48%

Shares457.3K

Event2025-12-31

Filed2026-02-11

OSIS

OSI Systems Inc.

0.63%

Shares195.8K

Event2025-12-31

Filed2026-02-11

HURN

Huron Consulting Group Inc.

2.66%

Shares284.9K

Event2025-12-31

Filed2026-02-11

Dycom Industries Inc.

-17.72%

Shares136.8K

Event2025-12-31

Filed2026-02-11

SIMO

Silicon Motion Technology Corp.

0.70%

Shares481.8K

Event2025-12-31

Filed2026-02-11

MYRG

MYR Group Inc.

1.58%

Shares201.5K

Event2025-12-31

Filed2026-02-11

SHOO

Steven Madden LTD.

10.73%

Shares1.1M

Event2025-12-31

Filed2026-02-11

TTMI

TTM Technologies Inc.

-14.86%

Shares637.8K

Event2025-12-31

Filed2026-02-11

HASI

Hannon Armstrong Sustainable Infrastructure Capital Inc.

9.89%

Shares1.4M

Event2025-12-31

Filed2026-02-11

EXLS

Exlservice Holdings Inc.

-1.62%

Shares994.7K

Event2025-12-31

Filed2026-02-11

ICFI

ICF International Inc.

46.59%

Shares481.1K

Event2025-12-31

Filed2026-02-11

SKY

Champion Homes Inc.

40.22%

Shares484.2K

Event2025-12-31

Filed2026-02-11

Fabrinet

-0.81%

Shares87.7K

Event2025-12-31

Filed2026-02-11

UMBF

UMB Financial Corp.

-0.40%

Shares336.7K

Event2025-12-31

Filed2026-02-11

TTEK

Tetra Tech Inc.

15.03%

Shares1.1M

Event2025-12-31

Filed2026-02-11

ATGE

Adtalem Global Education Inc.

4.09%

Shares333.6K

Event2025-12-31

Filed2026-02-11

CVCO

Cavco Industries Inc.

42.64%

Shares55.3K

Event2025-12-31

Filed2026-02-11

GOLF

Acushnet Holdings Corp.

51.69%

Shares384.4K

Event2025-12-31

Filed2026-02-11

MGRC

McGrath RentCorp

-1.97%

Shares292.0K

Event2025-12-31

Filed2026-02-11

OSW

Onespaworld Holdings Limited

-1.73%

Shares1.3M

Event2025-12-31

Filed2026-02-11

LAUR

Laureate Education Inc.

New

Shares818.3K

Event2025-12-31

Filed2026-02-11

LKFN

Lakeland Financial Corp.

-2.27%

Shares482.2K

Event2025-12-31

Filed2026-02-11

KFY

Korn Ferry

24.47%

Shares411.3K

Event2025-12-31

Filed2026-02-11

LMB

Limbach Holdings Inc.

151.47%

Shares318.2K

Event2025-12-31

Filed2026-02-11

PLUS

Eplus Inc.

New

Shares281.4K

Event2025-12-31

Filed2026-02-11

FSS

Federal Signal Corp.

-10.81%

Shares222.9K

Event2025-12-31

Filed2026-02-11

IDCC

Interdigital Inc.

-27.82%

Shares70.3K

Event2025-12-31

Filed2026-02-11

BLBD

Blue Bird Corp.

-1.47%

Shares476.2K

Event2025-12-31

Filed2026-02-11

CASH

Pathward Financial Inc.

-24.24%

Shares264.1K

Event2025-12-31

Filed2026-02-11

CXT

Crane NXT Co.

-4.02%

Shares371.0K

Event2025-12-31

Filed2026-02-11

GLD

SPDR Gold Trust

17.88%

Shares43.2K

Event2025-12-31

Filed2026-02-11

MOD

Modine Manufacturing Co.

-12.86%

Shares122.1K

Event2025-12-31

Filed2026-02-11

LegalZoom.Com Inc.

-8.42%

Shares1.6M

Event2025-12-31

Filed2026-02-11

ALG

Alamo Group Inc.

-2.99%

Shares93.1K

Event2025-12-31

Filed2026-02-11

PRMB

Primo Brands Corp.

-13.27%

Shares868.1K

Event2025-12-31

Filed2026-02-11

FIX

Comfort Systems USA Inc.

-67.99%

Shares14.6K

Event2025-12-31

Filed2026-02-11

Celestica Inc.

-70.49%

Shares44.2K

Event2025-12-31

Filed2026-02-11

WLY

Wiley John & Sons Inc.

-0.49%

Shares393.7K

Event2025-12-31

Filed2026-02-11

UFPT

UFP Technologies Inc.

New

Shares52.1K

Event2025-12-31

Filed2026-02-11

REVG

Rev Group Inc

-10.71%

Shares185.7K

Event2025-12-31

Filed2026-02-11

ECG

Everus Construction Group Inc.

-72.27%

Shares78.7K

Event2025-12-31

Filed2026-02-11

CBZ

CBIZ Inc.

-1.41%

Shares101.6K

Event2025-12-31

Filed2026-02-11

FCN

FTI Consulting

New

Shares22.3K

Event2025-12-31

Filed2026-02-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available