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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
+19.76%
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
$1.22B
AUM Growth
+$148M
Cap. Flow
-$17.8M
Cap. Flow %
-1.46%
Top 10 Hldgs %
37.49%
Holding
44
New
3
Increased
27
Reduced
11
Closed
3

Top Buys

Rank Stock Value
1
LZ icon
LegalZoom.com
LZ
+$17.4M
2
SHOO icon
Steven Madden
SHOO
+$16.3M
3
WLY icon
John Wiley & Sons Class A
WLY
+$16M
4
MYRG icon
MYR Group
MYRG
+$15M
5
ICFI icon
ICF International
ICFI
+$14.6M

Top Sells

Rank Stock Value
1
CLS icon
Celestica
CLS
+$31.5M
2
CBZ icon
CBIZ
CBZ
+$21.7M
3
LMB icon
Limbach Holdings
LMB
+$19.5M
4
IDCC icon
InterDigital
IDCC
+$17.8M
5
PBH icon
Prestige Consumer Healthcare
PBH
+$17.8M

Sector Composition

Rank Sector Weight
1 Industrials 37.9%
2 Technology 29.91%
3 Consumer Discretionary 12.25%
4 Financials 11.16%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CASH icon
26
Pathward Financial
CASH
$1.78B
$25.8M 2.11%
348,590
+133,455
+62% +$10.4M
WNS
27
DELISTED
WNS Holdings
WNS
$24.7M 2.02%
323,313
-207,905
-39% -$15.5M
ECG
28
Everus Construction Group
ECG
$7.15B
$24.4M 1.99%
283,979
+20,125
+8% +$1.5M
KFY icon
29
Korn Ferry
KFY
$4.28B
$23.1M 1.89%
330,402
+14,717
+5% +$1.07M
CVCO icon
30
Cavco Industries
CVCO
$4.6B
$22.5M 1.84%
38,777
+9,961
+35% +$4.87M
PRMB
31
Primo Brands
PRMB
$8.65B
$22.1M 1.81%
1,000,956
+26,410
+3% +$683K
MOD icon
32
Modine Manufacturing
MOD
$10.6B
$19.9M 1.63%
140,062
+6,901
+5% +$878K
GOLF icon
33
Acushnet Holdings
GOLF
$5.2B
$19.9M 1.63%
253,434
+8,106
+3% +$629K
ALG icon
34
Alamo Group
ALG
$2.01B
$18.3M 1.5%
95,931
+33,042
+53% +$7.1M
LZ icon
35
LegalZoom.com
LZ
$930M
$18.1M 1.48%
+1,744,355
New +$17.4M
WLY icon
36
John Wiley & Sons Class A
WLY
$2.53B
$16M 1.31%
+395,640
New +$16M
GLD icon
37
SPDR Gold Trust
GLD
$144B
$13M 1.07%
36,636
+12,470
+52% +$3.97M
LMB icon
38
Limbach Holdings
LMB
$536M
$12.3M 1.01%
126,553
-162,065
-56% -$19.5M
REVG
39
DELISTED
REV Group
REVG
$11.8M 0.96%
+207,940
New +$11M
TGLS icon
40
Tecnoglass Holdings Inc.
TGLS
$1.86B
$6.55M 0.54%
97,941
-172,669
-64% -$12.7M
CBZ icon
41
CBIZ
CBZ
$2.96B
$5.46M 0.45%
103,035
-335,941
-77% -$21.7M
DFIN icon
42
Donnelley Financial Solutions
DFIN
$1.17B
– –
-220,730
Closed -$13.6M
NVEE
43
DELISTED
NV5 Global
NVEE
– –
-540,395
Closed -$12.5M
PBH icon
44
Prestige Consumer Healthcare
PBH
$2.48B
– –
-222,495
Closed -$17.8M
1
2

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CCM
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DGM
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SC
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Neumeier Poma Investment Counsel's Q3 2025 Portfolio in Review

As of Q3 2025, Neumeier Poma Investment Counsel held 44 positions worth $1.22B, up 14% from $1.07B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Neumeier Poma Investment Counsel's Q3 2025 filing shows 3 new, 27 increased, 11 reduced and 3 closed positions. Its largest new stake was LegalZoom.com: 1,744,355 shares worth $18.1M. The largest sale was Celestica, an estimated $31.5M.

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

  • Neumeier Poma Investment Counsel's largest Q3 2025 buy was LegalZoom.com: 1,744,355 shares worth $18.1M.
  • Neumeier Poma Investment Counsel added most to Steven Madden in Q3 2025, an estimated $16.3M increase.
  • Neumeier Poma Investment Counsel's biggest Q3 2025 reduction was Celestica, cutting an estimated $31.5M.
  • Neumeier Poma Investment Counsel fully exited Prestige Consumer Healthcare in Q3 2025, selling an estimated $17.8M.
  • Neumeier Poma Investment Counsel's ten largest holdings make up 37% of its $1.22B portfolio in Q3 2025.
  • Neumeier Poma Investment Counsel opened 3 new positions and closed 3 in Q3 2025.
  • Neumeier Poma Investment Counsel's portfolio value rose 14% quarter-over-quarter to $1.22B.

Based on Neumeier Poma Investment Counsel's 13F filing for Q3 2025, filed 12 Nov 2025.