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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
+4.08%
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
$1.21B
AUM Growth
-$11.9M
Cap. Flow
-$41.4M
Cap. Flow %
-3.42%
Top 10 Hldgs %
38.17%
Holding
45
New
4
Increased
15
Reduced
24
Closed
2

Top Buys

Rank Stock Value
1
LAUR icon
Laureate Education
LAUR
+$25.3M
2
PLUS icon
ePlus
PLUS
+$23.2M
3
LMB icon
Limbach Holdings
LMB
+$15.8M
4
ICFI icon
ICF International
ICFI
+$13M
5
UFPT icon
UFP Technologies
UFPT
+$11.2M

Top Sells

Rank Stock Value
1
CLS icon
Celestica
CLS
+$31.9M
2
TSEM icon
Tower Semiconductor
TSEM
+$31.2M
3
FIX icon
Comfort Systems
FIX
+$28.6M
4
WNS
WNS Holdings
WNS
+$24.7M
5
ECG
Everus Construction Group
ECG
+$18.4M

Sector Composition

Rank Sector Weight
1 Industrials 36.12%
2 Technology 27.65%
3 Consumer Discretionary 15.91%
4 Financials 10.64%
5 Consumer Staples 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSS icon
26
Federal Signal
FSS
$7.71B
$24.2M 2%
222,931
-27,030
-11% -$3.09M
IDCC icon
27
InterDigital
IDCC
$9.07B
$22.4M 1.85%
70,319
-27,105
-28% -$9.58M
BLBD icon
28
Blue Bird Corp
BLBD
$2.04B
$22.4M 1.85%
476,190
-7,120
-1% -$372K
CASH icon
29
Pathward Financial
CASH
$1.78B
$18.8M 1.55%
264,100
-84,490
-24% -$6.06M
CXT icon
30
Crane NXT
CXT
$2.99B
$17.5M 1.44%
371,015
-15,521
-4% -$917K
GLD icon
31
SPDR Gold Trust
GLD
$144B
$17.1M 1.41%
43,185
+6,549
+18% +$2.5M
MOD icon
32
Modine Manufacturing
MOD
$10.6B
$16.3M 1.35%
122,052
-18,010
-13% -$2.68M
LZ icon
33
LegalZoom.com
LZ
$930M
$15.9M 1.31%
1,597,435
-146,920
-8% -$1.46M
ALG icon
34
Alamo Group
ALG
$2.01B
$15.6M 1.29%
93,066
-2,865
-3% -$499K
PRMB
35
Primo Brands
PRMB
$8.65B
$14.2M 1.17%
868,085
-132,871
-13% -$2.46M
FIX icon
36
Comfort Systems
FIX
$61.2B
$13.6M 1.13%
14,601
-31,007
-68% -$28.6M
CLS icon
37
Celestica
CLS
$42.8B
$13.1M 1.08%
44,243
-105,707
-70% -$31.9M
WLY icon
38
John Wiley & Sons Class A
WLY
$2.53B
$12.1M 1%
393,715
-1,925
-0.5% -$67.8K
UFPT icon
39
UFP Technologies
UFPT
$2.5B
$11.6M 0.96%
+52,120
New +$11.2M
REVG
40
DELISTED
REV Group
REVG
$11.3M 0.93%
185,660
-22,280
-11% -$1.25M
ECG
41
Everus Construction Group
ECG
$7.15B
$6.74M 0.56%
78,744
-205,235
-72% -$18.4M
CBZ icon
42
CBIZ
CBZ
$2.96B
$5.12M 0.42%
101,585
-1,450
-1% -$76.2K
FCN icon
43
FTI Consulting
FCN
$4.22B
$3.81M 0.31%
+22,285
New +$3.67M
TGLS icon
44
Tecnoglass Holdings Inc.
TGLS
$1.86B
– –
-97,941
Closed -$6.55M
WNS
45
DELISTED
WNS Holdings
WNS
– –
-323,313
Closed -$24.7M
1
2

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CCM
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GC
Gillson Capital Chicago, Illinois $1.22B AUM 7.54% 1-Year Est. Return
DGM
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SC
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VC
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IA
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AIM
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Neumeier Poma Investment Counsel's Q4 2025 Portfolio in Review

As of Q4 2025, Neumeier Poma Investment Counsel held 45 positions worth $1.21B, down 0.98% from $1.22B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Neumeier Poma Investment Counsel withdrew a net $41.4M in Q4 2025, closing 2 positions and reducing 24 holdings. Its most notable exit was WNS Holdings, an estimated $24.7M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 36% of assets, down from 38% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Neumeier Poma Investment Counsel opened a new position in Laureate Education worth $27.6M.

  • Neumeier Poma Investment Counsel's largest Q4 2025 buy was Laureate Education: 818,340 shares worth $27.6M.
  • Neumeier Poma Investment Counsel added most to Limbach Holdings in Q4 2025, an estimated $15.8M increase.
  • Neumeier Poma Investment Counsel's biggest Q4 2025 reduction was Celestica, cutting an estimated $31.9M.
  • Neumeier Poma Investment Counsel fully exited WNS Holdings in Q4 2025, selling an estimated $24.7M.
  • Neumeier Poma Investment Counsel's ten largest holdings make up 38% of its $1.21B portfolio in Q4 2025.
  • Neumeier Poma Investment Counsel opened 4 new positions and closed 2 in Q4 2025.
  • Neumeier Poma Investment Counsel's portfolio value fell 0.98% quarter-over-quarter to $1.21B.

Based on Neumeier Poma Investment Counsel's 13F filing for Q4 2025, filed 11 Feb 2026.