Neumeier Poma Investment Counsel LLC Top Holdings and 13F Report (2025) About Neumeier Poma Investment Counsel LLCInvestment ActivityNeumeier Poma Investment Counsel LLC has $1.03 billion in total holdings as of December 31, 2024.Neumeier Poma Investment Counsel LLC owns shares of 43 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 17.85% of the portfolio was purchased this quarter.About 19.32% of the portfolio was sold this quarter.This quarter, Neumeier Poma Investment Counsel LLC has purchased 43 new stocks and bought additional shares in 11 stocks.Neumeier Poma Investment Counsel LLC sold shares of 27 stocks and completely divested from 5 stocks this quarter.Largest Holdings ExlService $46,083,926OSI Systems $45,263,361Dycom Industries $43,159,744InterDigital $42,123,252Limbach $39,504,511 Largest New Holdings this Quarter Tower Semiconductor $33,034,136 HoldingPrimo Brands Corp. $32,959,624 HoldingEverus Construction Group Inc. $24,520,739 HoldingAtlantic Union Bankshares $19,906,698 HoldingAmalgamated Financial $13,093,297 Holding Largest Purchases this Quarter Tower Semiconductor 641,315 shares (about $33.03M)Primo Brands Corp. 1,071,161 shares (about $32.96M)Everus Construction Group Inc. 372,939 shares (about $24.52M)Atlantic Union Bankshares 525,520 shares (about $19.91M)Adtalem Global Education 150,835 shares (about $13.70M) Largest Sales this Quarter Century Communities 275,612 shares (about $20.22M)InterDigital 63,581 shares (about $12.32M)Fabrinet 54,660 shares (about $12.02M)Tecnoglass 128,300 shares (about $10.18M)Crane NXT 166,429 shares (about $9.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNeumeier Poma Investment Counsel LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEXLSExlService$46,083,926$672,845 ▼-1.4%1,038,3944.5%Business ServicesOSISOSI Systems$45,263,361$6,357,652 ▼-12.3%270,3424.4%Computer and TechnologyDYDycom Industries$43,159,744$5,859,904 ▼-12.0%247,9594.2%ConstructionIDCCInterDigital$42,123,252$12,316,911 ▼-22.6%217,4444.1%Computer and TechnologyLMBLimbach$39,504,511$6,004,908 ▼-13.2%461,8253.8%ConstructionCBZCBIZ$37,319,553$888,837 ▲2.4%456,0623.6%Business ServicesATGEAdtalem Global Education$36,842,400$13,703,360 ▲59.2%405,5303.6%Consumer DiscretionaryUMBFUMB Financial$35,339,175$746,682 ▼-2.1%313,1243.4%FinanceTSEMTower Semiconductor$33,034,136$33,034,136 ▲New Holding641,3153.2%Computer and TechnologyPrimo Brands Corp.$32,959,624$32,959,624 ▲New Holding1,071,1613.2%COMLKFNLakeland Financial$32,737,530$851,868 ▼-2.5%476,1133.2%FinanceSKYSkyline Champion$31,417,870$556,263 ▼-1.7%356,6163.0%ConstructionFIXComfort Systems USA$31,182,828$8,410,382 ▲36.9%73,5343.0%ConstructionFSSFederal Signal$30,276,018$2,779,738 ▼-8.4%327,6982.9%Multi-Sector ConglomeratesHURNHuron Consulting Group$30,140,257$381,230 ▲1.3%242,5582.9%Business ServicesCelestica Inc.$28,267,798$6,916,962 ▲32.4%306,2602.7%COMTTEKTetra Tech$28,040,826$1,715,072 ▼-5.8%703,8362.7%Industrial ProductsEverus Construction Group Inc.$24,520,739$24,520,739 ▲New Holding372,9392.4%COMICFIICF International$23,783,110$1,367,816 ▼-5.4%199,5062.3%Business ServicesTGLSTecnoglass$23,680,986$10,176,756 ▼-30.1%298,5502.3%Retail/WholesaleMGRCMcGrath RentCorp$22,901,407$12,817,479 ▲127.1%204,8062.2%FinanceKFYKorn Ferry$22,041,986$11,129 ▼-0.1%326,7902.1%Business ServicesMODModine Manufacturing$20,801,436$174,011 ▲0.8%179,4312.0%Auto/Tires/TrucksDFINDonnelley Financial Solutions$20,266,808$372,930 ▼-1.8%323,0802.0%Computer and TechnologyAUBAtlantic Union Bankshares$19,906,698$19,906,698 ▲New Holding525,5201.9%FinanceSHOOSteven Madden$19,203,775$1,643,568 ▼-7.9%451,6411.9%Consumer DiscretionaryGOLFAcushnet$17,991,272$22,603 ▲0.1%253,1131.7%Consumer DiscretionaryFORMFormFactor$17,825,720$381,260 ▼-2.1%405,1301.7%Computer and TechnologyMYRGMYR Group$17,162,256$719,005 ▼-4.0%115,3611.7%UtilitiesWNS Holdings LTD.$17,091,583$746,677 ▼-4.2%360,6581.7%COM SHSOSWOneSpaWorld$16,937,328$9,191,850 ▲118.7%851,1221.6%Consumer DiscretionaryBLBDBlue Bird$16,456,959$2,292,304 ▼-12.2%426,0151.6%Auto/Tires/TrucksALGAlamo Group$15,870,393$2,000,578 ▼-11.2%85,3661.5%Industrial ProductsHASIHannon Armstrong Sustainable Infrastructure Capital$15,472,673$474,489 ▼-3.0%576,6931.5%FinanceCXTCrane NXT$14,750,969$9,689,497 ▼-39.6%253,3661.4%Business ServicesCVCOCavco Industries$13,518,984$302,990 ▲2.3%30,2961.3%ConstructionAMALAmalgamated Financial$13,093,297$13,093,297 ▲New Holding391,1951.3%FinanceFNFabrinet$12,271,943$12,018,641 ▼-49.5%55,8121.2%Computer and TechnologyNVEENV5 Global$11,534,828$7,861,292 ▲214.0%612,2521.1%Business ServicesVECOVeeco Instruments$11,234,748$8,359,671 ▼-42.7%419,2071.1%Computer and TechnologySIMOSilicon Motion Technology$9,818,993$633,466 ▼-6.1%181,6651.0%Computer and TechnologyCCSCentury Communities$5,815,467$20,218,895 ▼-77.7%79,2730.6%ConstructionVCVisteon$4,125,835$1,718,152 ▼-29.4%46,5040.4%Auto/Tires/TrucksMTHMeritage Homes$0$29,263,489 ▼-100.0%00.0%ConstructionPRMWPrimo Water$0$27,610,496 ▼-100.0%00.0%UtilitiesAYAtlantica Sustainable Infrastructure$0$13,503,369 ▼-100.0%00.0%Oils/EnergyACLSAxcelis Technologies$0$10,958,398 ▼-100.0%00.0%Computer and TechnologyCMCOColumbus McKinnon$0$7,311,744 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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