Data as of Q4 2025 (Dec 31, 2025)

NEUMEIER POMA INVESTMENT COUNSEL LLC

•CIK: 1044936•Filing: Q4 2025

**NEUMEIER POMA INVESTMENT COUNSEL LLC** manages $1.2B across a concentrated portfolio of 43 positions. The fund exhibits significant conviction in its top holdings, with BKFDF, OSIS, and HURN anchoring the portfolio at $53.7M, $49.9M, and $49.3M, respectively. This structure suggests a tactical, high-conviction approach targeting specific market opportunities. The top ten holdings alone account for over $450M of the fund's total assets under management.

Total AUM
$1.2B
QoQ Performance
-1.0%
Positions
43
Top 10 Concentration
38.2%
Latest Filing
Q4 2025

Top Holdings Allocation

TSEM4.4%
OSIS4.1%
HURN4.1%
DY3.8%
SIMO3.7%
MYRG3.6%
SHOO3.6%
TTMI3.6%

📈 Biggest Buys

LAUR
Laureate Education Inc.
NEW
2.3% of portfolio
PLUS
Eplus Inc.
NEW
2.0% of portfolio
LMB
Limbach Holdings Inc.
+151.5%
2.0% of portfolio
ICFI
ICF International Inc.
+46.6%
3.4% of portfolio
SKY
Champion Homes Inc.
+40.2%
3.4% of portfolio

📉 Biggest Sells

TSEM
Tower Semiconductor LTD.
-41.5%
4.4% of portfolio
CLS
Celestica Inc.
-70.5%
1.1% of portfolio
FIX
Comfort Systems USA Inc.
-68.0%
1.1% of portfolio
ECG
Everus Construction Group Inc.
-72.3%
0.6% of portfolio
DY
Dycom Industries Inc.
-17.7%
3.8% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

—
WNS Holdings LTD.
SOLD
$24.7M
TGLS
Tecnoglass Inc.
SOLD
$6.6M

Changes from Q3 2025

NEW4 new positions
↑15 increased
↓24 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

TSEM4.4%
Tower Semiconductor LTD.
$53.7M
OSIS4.1%
OSI Systems Inc.
$49.9M
HURN4.1%
Huron Consulting Group Inc.
$49.3M
DY3.8%
Dycom Industries Inc.
$46.2M
SIMO3.7%
Silicon Motion Technology Corp.
$44.7M

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