Latest Neumeier Poma Investment Counsel LLC Stock Portfolio

Neumeier Poma Investment Counsel LLC Performance:

2025 Q4: 1.25%YTD: 23.17%2024: 10.12%

Performance for 2025 Q4 is 1.25%, and YTD is 23.17%, and 2024 is 10.12%.

About Neumeier Poma Investment Counsel LLC and 13F Hedge Fund Stock Holdings

NEUMEIER POMA INVESTMENT COUNSEL LLC is a hedge fund based in Carmel, CA. On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, NEUMEIER POMA INVESTMENT COUNSEL LLC reported an equity portfolio of $1.2 Billions as of 31 Dec, 2025.

The top stock holdings of NEUMEIER POMA INVESTMENT COUNSEL LLC are TSEM, OSIS, HURN. The fund has invested 4.4% of it's portfolio in TOWER SEMICONDUCTOR LTD. and 4.1% of portfolio in OSI SYSTEMS INC.

The fund managers got completely rid off WNS HOLDINGS LTD. and TECNOGLASS INC. (TGLS) stocks. They significantly reduced their stock positions in EVERUS CONSTRUCTION GROUP INC., COMFORT SYSTEMS USA INC. (FIX) and TOWER SEMICONDUCTOR LTD. (TSEM). NEUMEIER POMA INVESTMENT COUNSEL LLC opened new stock positions in LAUREATE EDUCATION INC. (LAUR), EPLUS INC. (PLUS) and UFP TECHNOLOGIES INC. (UFPT). The fund showed a lot of confidence in some stocks as they added substantially to LIMBACH HOLDINGS INC. (LMB), ACUSHNET HOLDINGS CORP. (GOLF) and ICF INTERNATIONAL INC. (ICFI).

Neumeier Poma Investment Counsel LLC Annual Return Estimates Vs S&P 500

Our best estimate is that NEUMEIER POMA INVESTMENT COUNSEL LLC made a return of 1.25% in the last quarter. In trailing 12 months, it's portfolio return was 23.17%.

Performance
S&P 500

New Buys

Ticker	$ Bought
laureate education inc.	27,553,500
eplus inc.	24,681,400
ufp technologies inc.	11,572,200
fti consulting	3,806,950

New stocks bought by Neumeier Poma Investment Counsel LLC

Additions

Ticker	% Inc.
limbach holdings inc.	151
acushnet holdings corp.	51.69
icf international inc.	46.59
cavco industries inc.	42.64
champion homes inc.	40.22
korn ferry	24.47
spdr gold trust	17.88
tetra tech inc.	15.03

Additions to existing portfolio by Neumeier Poma Investment Counsel LLC

Reductions

Ticker	% Reduced
everus construction group inc.	-72.27
celestica inc.	-70.49
comfort systems usa inc.	-67.99
tower semiconductor ltd.	-41.48
interdigital inc.	-27.82
pathward financial inc.	-24.24
dycom industries inc.	-17.72
ttm technologies inc.	-14.86

Neumeier Poma Investment Counsel LLC reduced stake in above stock

Sold off

Ticker	$ Sold
wns holdings ltd.	-24,659,100
tecnoglass inc.	-6,553,230

Neumeier Poma Investment Counsel LLC got rid off the above stocks

Sector Distribution

NEUMEIER POMA INVESTMENT COUNSEL LLC has about 33.7% of it's holdings in Industrials sector.

Sector	%
Industrials	33.7
Consumer Cyclical	17.8
Technology	16.6
Others	12.4
Financial Services	7
Consumer Defensive	5.1
Real Estate	3.6
Communication Services	2.8

Market Cap. Distribution

NEUMEIER POMA INVESTMENT COUNSEL LLC has about 7.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MID-CAP	56.4
SMALL-CAP	23.6
UNALLOCATED	12.4
LARGE-CAP	4.2
MEGA-CAP	3.4

Stocks belong to which Index?

About 82.8% of the stocks held by NEUMEIER POMA INVESTMENT COUNSEL LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
RUSSELL 2000	82.8
Others	17.2

Top 5 Winners (%)		%
TSEM	tower semiconductor ltd.	49.5 %
FN	fabrinet	24.8 %
SHOO	steven madden ltd.	22.9 %
TTMI	ttm technologies inc.	18.3 %
HURN	huron consulting group inc.	17.5 %

Top 5 Winners ($)		$
TSEM	tower semiconductor ltd.	27.9 M
SHOO	steven madden ltd.	8.2 M
FN	fabrinet	8.0 M
TTMI	ttm technologies inc.	7.9 M
HURN	huron consulting group inc.	7.3 M

Top 5 Losers (%)		%
ATGE	adtalem global education inc.	-32.6 %
CR	crane nxt co.	-29.2 %
	primo brands corp.	-24.3 %
WLY	wiley john & sons inc.	-24.3 %
BLBD	blue bird corp.	-18.2 %

Top 5 Losers ($)		$
ATGE	adtalem global education inc.	-16.7 M
CR	crane nxt co.	-7.6 M
	primo brands corp.	-5.4 M
BLBD	blue bird corp.	-5.1 M
LMB	limbach holdings inc.	-4.3 M

Neumeier Poma Investment Counsel LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Neumeier Poma Investment Counsel LLC

NEUMEIER POMA INVESTMENT COUNSEL LLC has 43 stocks in it's portfolio. About 38.2% of the portfolio is in top 10 stocks. ATGE proved to be the most loss making stock for the portfolio. TSEM was the most profitable stock for NEUMEIER POMA INVESTMENT COUNSEL LLC last quarter.

Last Reported on: 11 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ALG	alamo group inc.	1.29	93,066	15,623,000	reduced	-2.99

ATGE	adtalem global education inc.	2.85	333,592	34,516,800	added	4.09

BLBD	blue bird corp.	1.85	476,190	22,380,900	reduced	-1.47

CASH	pathward financial inc.	1.55	264,100	18,751,100	reduced	-24.24

CBZ	cbiz inc.	0.42	101,585	5,124,960	reduced	-1.41

CR	crane nxt co.	1.44	371,015	17,463,700	reduced	-4.02

CVCO	cavco industries inc.	2.70	55,312	32,675,000	added	42.64

DY	dycom industries inc.	3.82	136,848	46,240,900	reduced	-17.72

EXLS	exlservice holdings inc.	3.49	994,683	42,214,300	reduced	-1.62

FCN	fti consulting	0.32	22,285	3,806,950	new

FIX	comfort systems usa inc.	1.13	14,601	13,627,000	reduced	-67.99

FN	fabrinet	3.30	87,671	39,914,900	reduced	-0.81

FSS	federal signal corp.	2.00	222,931	24,208,100	reduced	-10.81

GLD	spdr gold trust	1.41	43,185	17,114,600	added	17.88

GOLF	acushnet holdings corp.	2.54	384,424	30,684,700	added	51.69

HASI	hannon armstrong sustainable infrastructure capital inc.	3.62	1,392,800	43,775,700	added	9.89

HURN	huron consulting group inc.	4.07	284,856	49,254,500	added	2.66

ICFI	icf international inc.	3.39	481,086	41,036,600	added	46.59

IDCC	interdigital inc.	1.85	70,319	22,388,200	reduced	-27.82

KFY	korn ferry	2.24	411,262	27,151,500	added	24.47