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NPIC

Neumeier Poma Investment Counsel Portfolio holdings

AUM $1.21B
1-Year Est. Return 70.48%
This Fund
S&P 500
This Quarter Est. Return
+26.18%
1 Year Est. Return
+70.48%
3 Year Est. Return
+178.35%
5 Year Est. Return
+236.44%
10 Year Est. Return
+1,032.85%
AUM
$1.07B
AUM Growth
+$144M
Cap. Flow
-$19.1M
Cap. Flow %
-1.78%
Top 10 Hldgs %
38.41%
Holding
47
New
1
Increased
14
Reduced
26
Closed
6

Top Buys

Rank Stock Value
1
TTMI icon
TTM Technologies
TTMI
+$17.5M
2
TTEK icon
Tetra Tech
TTEK
+$11.2M
3
PBH icon
Prestige Consumer Healthcare
PBH
+$10.1M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$7.89M
5
FN icon
Fabrinet
FN
+$7.38M

Top Sells

Rank Stock Value
1
SKY icon
Champion Homes
SKY
+$13.6M
2
OSIS icon
OSI Systems
OSIS
+$9.93M
3
FORM icon
FormFactor
FORM
+$8.64M
4
VECO icon
Veeco
VECO
+$8.13M
5
CVCO icon
Cavco Industries
CVCO
+$7.49M

Sector Composition

Rank Sector Weight
1 Industrials 37.71%
2 Technology 32.45%
3 Financials 10.15%
4 Consumer Discretionary 8.11%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TGLS icon
26
Tecnoglass Holdings Inc.
TGLS
$1.86B
$20.9M 1.95%
270,610
+515
+0.2% +$40K
BLBD icon
27
Blue Bird Corp
BLBD
$2.04B
$19.3M 1.8%
447,430
+16,765
+4% +$638K
GOLF icon
28
Acushnet Holdings
GOLF
$5.2B
$17.9M 1.66%
245,328
-620
-0.3% -$41.8K
PBH icon
29
Prestige Consumer Healthcare
PBH
$2.48B
$17.8M 1.65%
222,495
+121,145
+120% +$10.1M
CASH icon
30
Pathward Financial
CASH
$1.78B
$17M 1.59%
215,135
+82,455
+62% +$6.31M
ECG
31
Everus Construction Group
ECG
$7.15B
$16.8M 1.56%
263,854
-113,305
-30% -$5.74M
ICFI icon
32
ICF International
ICFI
$1.61B
$14.5M 1.35%
170,886
-485
-0.3% -$41.1K
ALG icon
33
Alamo Group
ALG
$2.01B
$13.7M 1.28%
62,889
-115
-0.2% -$21.9K
DFIN icon
34
Donnelley Financial Solutions
DFIN
$1.17B
$13.6M 1.27%
220,730
-54,350
-20% -$2.8M
CXT icon
35
Crane NXT
CXT
$2.99B
$13.5M 1.26%
250,476
-1,430
-0.6% -$72.8K
MOD icon
36
Modine Manufacturing
MOD
$10.6B
$13.1M 1.22%
133,161
+36,192
+37% +$3.23M
CVCO icon
37
Cavco Industries
CVCO
$4.6B
$12.5M 1.17%
28,816
-15,995
-36% -$7.49M
NVEE
38
DELISTED
NV5 Global
NVEE
$12.5M 1.16%
540,395
-81,052
-13% -$1.62M
SKY icon
39
Champion Homes
SKY
$5.1B
$11.1M 1.04%
178,011
-175,345
-50% -$13.6M
SHOO icon
40
Steven Madden
SHOO
$3.49B
$8.95M 0.83%
373,265
-3,128
-0.8% -$73.4K
GLD icon
41
SPDR Gold Trust
GLD
$144B
$7.37M 0.69%
24,166
-129
-0.5% -$39.1K
AMAL icon
42
Amalgamated Financial
AMAL
$1.52B
– –
-242,155
Closed -$6.96M
AUB icon
43
Atlantic Union Bankshares
AUB
$6.06B
– –
-216,645
Closed -$6.75M
CCS icon
44
Century Communities
CCS
$2B
– –
-76,458
Closed -$5.13M
FORM icon
45
FormFactor
FORM
$10.1B
– –
-305,390
Closed -$8.64M
IWM icon
46
iShares Russell 2000 ETF
IWM
$82.2B
– –
-2,425
Closed -$484K
VECO icon
47
Veeco
VECO
$3.26B
– –
-404,852
Closed -$8.13M
1
2

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CCM
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Neumeier Poma Investment Counsel's Q2 2025 Portfolio in Review

As of Q2 2025, Neumeier Poma Investment Counsel held 47 positions worth $1.07B, up 15% from $930M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Neumeier Poma Investment Counsel's Q2 2025 filing shows 1 new, 14 increased, 26 reduced and 6 closed positions. Its largest new stake was TTM Technologies: 632,625 shares worth $25.8M. The largest sale was Champion Homes, an estimated $13.6M.

By sector, the portfolio is most concentrated in Industrials at 38% of assets, up from 34% a quarter earlier, followed by Technology and Financials.

  • Neumeier Poma Investment Counsel's largest Q2 2025 buy was TTM Technologies: 632,625 shares worth $25.8M.
  • Neumeier Poma Investment Counsel added most to Tetra Tech in Q2 2025, an estimated $11.2M increase.
  • Neumeier Poma Investment Counsel's biggest Q2 2025 reduction was Champion Homes, cutting an estimated $13.6M.
  • Neumeier Poma Investment Counsel fully exited FormFactor in Q2 2025, selling an estimated $8.64M.
  • Neumeier Poma Investment Counsel's ten largest holdings make up 38% of its $1.07B portfolio in Q2 2025.
  • Neumeier Poma Investment Counsel opened 1 new position and closed 6 in Q2 2025.
  • Neumeier Poma Investment Counsel's portfolio value rose 15% quarter-over-quarter to $1.07B.

Based on Neumeier Poma Investment Counsel's 13F filing for Q2 2025, filed 12 Aug 2025.