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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
TSEM icon
1
Tower Semiconductor
TSEM
$28.6B
$56.5M 4.62%
781,368
+66,333
+9% +$3.62M
CVSA
2
Covista Inc
CVSA
$4.32B
$49.5M 4.05%
320,477
-67,583
-17% -$8.65M
DY icon
3
Dycom Industries
DY
$12.2B
$48.5M 3.97%
166,313
+4,439
+3% +$1.16M
OSIS icon
4
OSI Systems
OSIS
$3.82B
$48.5M 3.97%
194,565
-2,897
-1% -$661K
SIMO icon
5
Silicon Motion
SIMO
$7.71B
$45.4M 3.71%
478,463
+46,208
+11% +$3.67M
EXLS icon
6
EXL Service
EXLS
$5.31B
$44.5M 3.64%
1,011,033
+10,274
+1% +$445K
TTMI icon
7
TTM Technologies
TTMI
$13.5B
$43.1M 3.53%
749,125
+116,500
+18% +$5.41M
MYRG icon
8
MYR Group
MYRG
$5.16B
$41.3M 3.38%
198,401
+80,168
+68% +$15M
HURN icon
9
Huron Consulting
HURN
$2.45B
$40.7M 3.33%
277,476
+4,631
+2% +$632K
UMBF icon
10
UMB Financial
UMBF
$11.3B
$40M 3.27%
338,052
+31,288
+10% +$3.61M
HASI icon
11
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.31B
$38.9M 3.18%
1,267,489
+106,046
+9% +$2.93M
FIX icon
12
Comfort Systems
FIX
$59.9B
$37.6M 3.08%
45,608
-13,462
-23% -$9.12M
CLS icon
13
Celestica
CLS
$39.3B
$36.9M 3.02%
149,950
-156,184
-51% -$31.5M
MGRC icon
14
McGrath RentCorp
MGRC
$2.95B
$34.9M 2.86%
297,878
+92,472
+45% +$11.2M
IDCC icon
15
InterDigital
IDCC
$8.84B
$33.6M 2.75%
97,424
-65,433
-40% -$17.8M
TTEK icon
16
Tetra Tech
TTEK
$9.09B
$32.7M 2.68%
979,388
+91,887
+10% +$3.34M
FN icon
17
Fabrinet
FN
$18.7B
$32.2M 2.64%
88,391
-45,029
-34% -$14.8M
SHOO icon
18
Steven Madden
SHOO
$3.55B
$32M 2.62%
955,010
+581,745
+156% +$16.3M
LKFN icon
19
Lakeland Financial Corp
LKFN
$1.54B
$31.7M 2.59%
493,469
+29,044
+6% +$1.89M
ICFI icon
20
ICF International
ICFI
$1.64B
$30.5M 2.49%
328,181
+157,295
+92% +$14.6M
FSS icon
21
Federal Signal
FSS
$7.87B
$29.7M 2.43%
249,961
-65,642
-21% -$7.88M
OSW icon
22
OneSpaWorld
OSW
$2.65B
$29M 2.37%
1,371,407
+222,960
+19% +$4.88M
BLBD icon
23
Blue Bird Corp
BLBD
$2.09B
$27.8M 2.28%
483,310
+35,880
+8% +$1.87M
SKY icon
24
Champion Homes
SKY
$5.14B
$26.4M 2.16%
345,306
+167,295
+94% +$11.8M
CXT icon
25
Crane NXT
CXT
$2.97B
$25.9M 2.12%
386,536
+136,060
+54% +$8.1M
1
2

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CCM
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GC
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DGM
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SC
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VC
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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.