NEUMEIER POMA INVESTMENT COUNSEL LLC

Q3 2025 13F Holdings

  • Location
    carmel, CA
  • Num holdings

    41

  • Value ($000)

    $1,221,898

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001044936
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

Tower Semiconductor LTD.

SHS
$56.49 M
5 %

781,368

---

Adtalem Global Education Inc.

COM
$49.50 M
4 %

320,477

DY
DY

Dycom Industries Inc.

COM
$48.52 M
4 %

166,313

OSIS
OSIS

OSI Systems Inc.

COM
$48.49 M
4 %

194,565

SIMO
SIMO

Silicon Motion Technology Corp.

SPONSORED ADR
$45.36 M
4 %

478,463

EXLS
EXLS

Exlservice Holdings Inc.

COM
$44.52 M
4 %

1,011,033

TTMI
TTMI

TTM Technologies Inc.

COM
$43.15 M
4 %

749,125

---

MYR Group Inc.

COM
$41.27 M
3 %

198,401

---

Huron Consulting Group Inc.

COM
$40.73 M
3 %

277,476

---

UMB Financial Corp.

COM
$40.01 M
3 %

338,052

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