NEUMEIER POMA INVESTMENT COUNSEL LLC

Long Only Manager

NEUMEIER POMA INVESTMENT COUNSEL LLC is a Long Only Manager based in Carmel, CA led by Brian David Poma, managing $1.2B across 41 long positions as of Q3 2025 with 34% Industrials concentration.

CEOBrian David Poma

Portfolio Value: $1.2B
Positions: 41
Top Holding: TSEM at 4.62%
Last Reported: Q3 2025

Address26435 Carmel Rancho Boulevard, Suite 200, Carmel, CA, 93923-8852, United States

Top Holdings

Largest long holdings in NEUMEIER POMA INVESTMENT COUNSEL LLC's portfolio (37.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Tower Semiconductor TSEM	Semiconductors Technology	$56.5M	4.62%	+$4.8M Bought	0.70% 781.4K shares	Q4 2024 Held for 11 months
2 Adtalem Global Education Inc. ATGE	Education & Training Services Consumer Defensive	$49.5M	4.05%	-$10.4M Sold	0.89% 320.5K shares	Q2 2024 Held for 1y 5m
3 Dycom Industries DY	Engineering & Construction Industrials	$48.5M	3.97%	+$1.3M Bought	0.57% 166.3K shares	Q2 2022 Held for 3y 5m
4 OSI Systems OSIS	Hardware, Equipment & Parts Technology	$48.5M	3.97%	-$722.0K Sold	1.16% 194.6K shares	Q1 2014 Held for 11y 8m
5 SIMO Silicon Motion Technology SIMO	Unknown Unknown	$45.4M	3.71%	+$4.4M Bought	— 478.5K shares	Q2 2024 Held for 1y 5m
6 ExlService Holdings EXLS	Information Technology Services Technology	$44.5M	3.64%	+$452.4K Bought	0.63% 1.0M shares	Q2 2017 Held for 8y 5m
7 TTM Technologies TTMI	Hardware, Equipment & Parts Technology	$43.1M	3.53%	+$6.7M Bought	0.73% 749.1K shares	Q2 2025 Held for 5 months
8 MYR Group MYRG	Engineering & Construction Industrials	$41.3M	3.38%	+$16.7M Bought	1.28% 198.4K shares	Q2 2021 Held for 4y 5m
9 Huron Consulting Group HURN	Consulting Services Industrials	$40.7M	3.33%	+$679.7K Bought	1.60% 277.5K shares	Q4 2023 Held for 1y 11m
10 UMB Financial UMBF	Banks - Regional Financial Services	$40.0M	3.27%	+$3.7M Bought	0.45% 338.1K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in NEUMEIER POMA INVESTMENT COUNSEL LLC's latest filing

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Market Value

$1.2B

Prior: $1.1B

Q/Q Change

+13.82%

+$148.3M

Net Flows % of MV

-2.16%

Turnover Ratio

16.78%

New Purchases

2 stocks

$34.1M

Added To

27 stocks

+$151.8M

Sold Out Of

3 stocks

$43.9M

Reduced Holdings

11 stocks

-$168.5M

Increased Positions

Position	Shares Δ	Change
1 LegalZoom.com, Inc. LZ	New	0 → 1.7M +$18.1M
2 John Wiley & Sons, Inc. WLY	New	0 → 395.6K +$16.0M
3 Steven Madden SHOO	+155.85%	373.3K → 955.0K +$19.5M
4 Skyline Champion SKY	+93.98%	178.0K → 345.3K +$12.8M
5 ICF International ICFI	+92.05%	170.9K → 328.2K +$14.6M

Decreased Positions

Position	Shares Δ	Change
1 Prestige Consumer Healthcare PBH	Sold	222.5K → 0 −$17.8M
2 Donnelley Financial Solutions DFIN	Sold	220.7K → 0 −$13.6M
3 NV5 Global, Inc. NVEE	Sold	540.4K → 0 −$12.5M
4 CBIZ CBZ	-76.53%	439.0K → 103.0K −$17.8M
5 Tecnoglass TGLS	-63.81%	270.6K → 97.9K −$11.6M