NEUMEIER POMA INVESTMENT COUNSEL LLC

Q4 2025 13F Holdings

  • Location
    carmel, CA
  • Num holdings

    43

  • Value ($000)

    $1,209,972

  • Date Filed
    02/11/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

Tower Semiconductor LTD.

SHS
$53.69M
4 %

457,288

OSIS

OSI Systems Inc.

COM
$49.94M
4 %

195,795

---

Huron Consulting Group Inc.

COM
$49.25M
4 %

284,856

DY

Dycom Industries Inc.

COM
$46.24M
4 %

136,848

SIMO

Silicon Motion Technology Corp.

SPONSORED ADR
$44.66M
4 %

481,818

---

MYR Group Inc.

COM
$44.04M
4 %

201,539

SHOO

Steven Madden LTD.

COM
$44.03M
4 %

1,057,465

TTMI

TTM Technologies Inc.

COM
$44.01M
4 %

637,790

HASI

Hannon Armstrong Sustainable Infrastructure Capital Inc.

COM
$43.78M
4 %

1,392,799

EXLS

Exlservice Holdings Inc.

COM
$42.21M
4 %

994,683

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