Loading…
CIK 0001044936 • 6 13F filings • May 12, 2025 – Aug 13, 2026
Import this data to Google Sheets with:
=jivedata("neumeier-poma-investment-counsel-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Acushnet Holdings Corp. | COM | $17.9M | 1.7%Prev: 2.9% | 245,328 SH | Decreased-125,931 SH |
| Adtalem Global Education Inc. | COM | $49.4M | 4.6% | 388,060 SH | New |
| Alamo Group Inc. | COM | $13.7M | 1.3%Prev: 1.7% | 62,889 SH | Decreased-60,622 SH |
| Blue Bird Corp. | COM | $19.3M | 1.8%Prev: 2.9% | 447,430 SH | Decreased-177,765 SH |
| Cavco Industries Inc. | COM | $12.5M | 1.2%Prev: 2.2% | 28,816 SH | Decreased-25,281 SH |
| CBIZ Inc. | COM | $31.5M | 2.9% | 438,976 SH | New |
| Celestica Inc. | COM | $47.8M | 4.5%Prev: 0.6% | 306,134 SH | Increased+281,986 SH |
| Champion Homes Inc. | COM | $11.1M | 1.0%Prev: 2.9% | 178,011 SH | Decreased-297,700 SH |
| Comfort Systems USA Inc. | COM | $31.7M | 3.0%Prev: 0.9% | 59,070 SH | Increased+51,409 SH |
| Crane NXT Co. | COM | $13.5M | 1.3%Prev: 1.2% | 250,476 SH | Decreased-111,799 SH |
| Donnelley Financial Solutions Inc. | COM | $13.6M | 1.3% | 220,730 SH | New |
| Dycom Industries Inc. | COM | $39.6M | 3.7%Prev: 3.7% | 161,874 SH | Decreased+27,991 SH |
| Everus Construction Group Inc. | COM | $16.8M | 1.6% | 263,854 SH | New |
| Exlservice Holdings Inc. | COM | $43.8M | 4.1%Prev: 0.8% | 1,000,759 SH | Increased+700,561 SH |
| Fabrinet | SHS | $39.3M | 3.7%Prev: 4.1% | 133,420 SH | Decreased+37,562 SH |
| Federal Signal Corp. | COM | $33.6M | 3.1%Prev: 2.6% | 315,603 SH | Increased+20,737 SH |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | $31.2M | 2.9%Prev: 4.6% | 1,161,443 SH | Decreased-370,301 SH |
| Huron Consulting Group Inc. | COM | $37.5M | 3.5%Prev: 0.9% | 272,845 SH | Increased+188,904 SH |
| ICF International Inc. | COM | $14.5M | 1.3%Prev: 1.9% | 170,886 SH | Decreased-177,540 SH |
| Interdigital Inc. | COM | $36.5M | 3.4%Prev: 1.7% | 162,857 SH | Increased+94,713 SH |
| Korn Ferry | COM | $23.1M | 2.2%Prev: 2.1% | 315,685 SH | Decreased-80,287 SH |
| Lakeland Financial Corp. | COM | $28.5M | 2.7%Prev: 2.3% | 464,425 SH | Increased-13,739 SH |
| Limbach Holdings Inc. | COM | $40.4M | 3.8%Prev: 2.0% | 288,618 SH | Increased-25,320 SH |
| McGrath RentCorp | COM | $23.8M | 2.2%Prev: 2.6% | 205,406 SH | Decreased-80,302 SH |
| Modine Manufacturing Co. | COM | $13.1M | 1.2%Prev: 2.0% | 133,161 SH | Decreased+18,641 SH |
| MYR Group Inc. | COM | $21.5M | 2.0%Prev: 3.8% | 118,233 SH | Decreased-44,061 SH |
| NV5 Global Inc. | COM | $12.5M | 1.2% | 540,395 SH | New |
| Onespaworld Holdings Limited | COM | $23.4M | 2.2%Prev: 2.5% | 1,148,447 SH | Decreased-173,575 SH |
| OSI Systems Inc. | COM | $44.4M | 4.1% | 197,462 SH | New |
| Pathward Financial Inc. | COM | $17.0M | 1.6%Prev: 2.6% | 215,135 SH | Decreased-141,065 SH |
| Prestige Consumer Healthcare Inc. | COM | $17.8M | 1.7% | 222,495 SH | New |
| Primo Brands Corp. | COM | $28.9M | 2.7%Prev: 1.3% | 974,546 SH | Increased+128,621 SH |
| Silicon Motion Technology Corp. | SPONSORED ADR | $32.5M | 3.0%Prev: 4.0% | 432,255 SH | Decreased+4,067 SH |
| SPDR Gold Trust | ETF | $7.4M | 0.7%Prev: 1.5% | 24,166 SH | Decreased-19,019 SH |
| Steven Madden LTD. | COM | $9.0M | 0.8%Prev: 3.1% | 373,265 SH | Decreased-741,310 SH |
| Tecnoglass Inc. | ORD SHS | $20.9M | 1.9% | 270,610 SH | New |
| Tetra Tech Inc. | COM | $31.9M | 3.0%Prev: 3.2% | 887,501 SH | Decreased-416,412 SH |
| Tower Semiconductor LTD. | SHS | $31.0M | 2.9%Prev: 3.5% | 715,035 SH | Decreased+475,648 SH |
| TTM Technologies Inc. | COM | $25.8M | 2.4%Prev: 4.0% | 632,625 SH | Decreased+132,875 SH |
| UMB Financial Corp. | COM | $32.3M | 3.0%Prev: 3.8% | 306,764 SH | Decreased-97,143 SH |
| WNS Holdings LTD. | COM SHS | $33.6M | 3.1% | 531,218 SH | New |
| 13F-HR |
| 0001104659-26-095263 |
| $1.46B |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076349 | $1.07B | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001104659-26-059673 | $1.21B | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001104659-25-046939 | $929.9M | View |