NEUMEIER POMA INVESTMENT COUNSEL LLC
CIK: 0001044936SEC EDGAR →
Portfolio Value
$1.2T
Holdings
43
As of
Q4 2025
New Positions
3
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Tower Semiconductor LTD. | 457,288 | $53.7B | 4.44% |
| 2 | OSI Systems Inc. | 195,795 | $49.9B | 4.13% |
| 3 | Huron Consulting Group Inc. | 284,856 | $49.3B | 4.07% |
| 4 | Dycom Industries Inc. | 136,848 | $46.2B | 3.82% |
| 5 | Silicon Motion Technology Corp. | 481,818 | $44.7B | 3.69% |
| 6 | MYR Group Inc. | 201,539 | $44.0B | 3.64% |
| 7 | Steven Madden LTD. | 1,057,465 | $44.0B | 3.64% |
| 8 | TTM Technologies Inc. | 637,790 | $44.0B | 3.64% |
| 9 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1,392,799 | $43.8B | 3.62% |
| 10 | Exlservice Holdings Inc. | 994,683 | $42.2B | 3.49% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 16 | $403.4B | 33.3% |
| Technology | 9 | $346.7B | 28.7% |
| Consumer Cyclical | 7 | $214.9B | 17.8% |
| Financial Services | 4 | $128.8B | 10.6% |
| Unknown | 3 | $50.8B | 4.2% |
| Consumer Defensive | 2 | $41.7B | 3.5% |
| Communication Services | 1 | $12.1B | 1.0% |
| Healthcare | 1 | $11.6B | 1.0% |