NEUMEIER POMA INVESTMENT COUNSEL LLC Portfolio Holdings
Q3 2025•41 long positions•$1.2B portfolio value
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Holding44 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $56.5M 4.62% | +$4.8M Bought | 0.699% 781.4K shares | 715.0K → 781.4K +$4.8M | +9.28% | $8.1B Mid Cap | Q4 2024 Held for 11 months | |
Education & Training Services Consumer Defensive | $49.5M 4.05% | -$10.4M Sold | 0.891% 320.5K shares | 388.1K → 320.5K −$10.4M | -17.42% | $5.6B Mid Cap | Q2 2024 Held for 1y 5m | |
Engineering & Construction Industrials | $48.5M 3.97% | +$1.3M Bought | 0.574% 166.3K shares | 161.9K → 166.3K +$1.3M | +2.74% | $8.4B Mid Cap | Q2 2022 Held for 3y 5m | |
Hardware, Equipment & Parts Technology | $48.5M 3.97% | -$722.0K Sold | 1.16% 194.6K shares | 197.5K → 194.6K −$722.0K | -1.47% | $4.2B Mid Cap | Q1 2014 Held for 11y 8m | |
Unknown Unknown | $45.4M 3.71% | +$4.4M Bought | — 478.5K shares | 432.3K → 478.5K +$4.4M | +10.69% | — — | Q2 2024 Held for 1y 5m | |
Information Technology Services Technology | $44.5M 3.64% | +$452.4K Bought | 0.626% 1.0M shares | 1.0M → 1.0M +$452.4K | +1.03% | $7.1B Mid Cap | Q2 2017 Held for 8y 5m | |
Hardware, Equipment & Parts Technology | $43.1M 3.53% | +$6.7M Bought | 0.725% 749.1K shares | 632.6K → 749.1K +$6.7M | +18.42% | $6.0B Mid Cap | Q2 2025 Held for 5 months | |
Engineering & Construction Industrials | $41.3M 3.38% | +$16.7M Bought | 1.28% 198.4K shares | 118.2K → 198.4K +$16.7M | +67.81% | $3.2B Mid Cap | Q2 2021 Held for 4y 5m | |
Consulting Services Industrials | $40.7M 3.33% | +$679.7K Bought | 1.6% 277.5K shares | 272.8K → 277.5K +$679.7K | +1.7% | $2.5B Mid Cap | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $40.0M 3.27% | +$3.7M Bought | 0.445% 338.1K shares | 306.8K → 338.1K +$3.7M | +10.2% | $9.0B Mid Cap | Q1 2024 Held for 1y 8m | |
REIT - Specialty Real Estate | $38.9M 3.18% | +$3.3M Bought | 1.02% 1.3M shares | 1.2M → 1.3M +$3.3M | +9.13% | $3.8B Mid Cap | Q1 2015 Held for 10y 8m | |
Engineering & Construction Industrials | $37.6M 3.08% | -$11.1M Sold | 0.129% 45.6K shares | 59.1K → 45.6K −$11.1M | -22.79% | $29.1B Large Cap | Q4 2016 Held for 8y 11m | |
Hardware, Equipment & Parts Technology | $36.9M 3.02% | -$38.5M Sold | 0.13% 150.0K shares | 306.1K → 150.0K −$38.5M | -51.02% | $28.3B Large Cap | Q3 2023 Held for 2y 2m | |
Rental & Leasing Services Industrials | $34.9M 2.86% | +$10.8M Bought | 1.21% 297.9K shares | 205.4K → 297.9K +$10.8M | +45.02% | $2.9B Mid Cap | Q2 2023 Held for 2y 5m | |
Software - Application Technology | $33.6M 2.75% | -$22.6M Sold | 0.378% 97.4K shares | 162.9K → 97.4K −$22.6M | -40.18% | $8.9B Mid Cap | Q2 2020 Held for 5y 5m | |
Engineering & Construction Industrials | $32.7M 2.68% | +$3.1M Bought | 0.373% 979.4K shares | 887.5K → 979.4K +$3.1M | +10.35% | $8.8B Mid Cap | Q1 2018 Held for 7y 8m | |
Hardware, Equipment & Parts Technology | $32.2M 2.64% | -$16.4M Sold | 0.247% 88.4K shares | 133.4K → 88.4K −$16.4M | -33.75% | $13.0B Large Cap | Q2 2016 Held for 9y 5m | |
Apparel - Footwear & Accessories Consumer Cyclical | $32.0M 2.62% | +$19.5M Bought | 1.31% 955.0K shares | 373.3K → 955.0K +$19.5M | +155.85% | $2.4B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Regional Financial Services | $31.7M 2.59% | +$1.9M Bought | 1.93% 493.5K shares | 464.4K → 493.5K +$1.9M | +6.25% | $1.6B Small Cap | Q4 2014 Held for 10y 11m | |
Consulting Services Industrials | $30.5M 2.49% | +$14.6M Bought | 1.78% 328.2K shares | 170.9K → 328.2K +$14.6M | +92.05% | $1.7B Small Cap | Q1 2023 Held for 2y 8m | |
Industrial - Pollution & Treatment Controls Industrials | $29.7M 2.43% | -$7.8M Sold | 0.411% 250.0K shares | 315.6K → 250.0K −$7.8M | -20.8% | $7.2B Mid Cap | Q1 2018 Held for 7y 8m | |
Leisure Consumer Cyclical | $29.0M 2.37% | +$4.7M Bought | 1.34% 1.4M shares | 1.1M → 1.4M +$4.7M | +19.41% | $2.2B Mid Cap | Q3 2024 Held for 1y 2m | |
Auto - Manufacturers Consumer Cyclical | $27.8M 2.28% | +$2.1M Bought | 1.52% 483.3K shares | 447.4K → 483.3K +$2.1M | +8.02% | $1.8B Small Cap | Q3 2024 Held for 1y 2m | |
Residential Construction Consumer Cyclical | $26.4M 2.16% | +$12.8M Bought | 0.611% 345.3K shares | 178.0K → 345.3K +$12.8M | +93.98% | $4.3B Mid Cap | Q1 2022 Held for 3y 8m | |
Industrial - Machinery Industrials | $25.9M 2.12% | +$9.1M Bought | 0.673% 386.5K shares | 250.5K → 386.5K +$9.1M | +54.32% | $3.9B Mid Cap | Q2 2023 Held for 2y 5m | |
Banks - Regional Financial Services | $25.8M 2.11% | +$9.9M Bought | 1.53% 348.6K shares | 215.1K → 348.6K +$9.9M | +62.03% | $1.7B Small Cap | Q1 2025 Held for 8 months | |
Information Technology Services Technology | $24.7M 2.02% | -$15.9M Sold | 0.753% 323.3K shares | 531.2K → 323.3K −$15.9M | -39.14% | $3.3B Mid Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $24.4M 1.99% | +$1.7M Bought | 0.557% 284.0K shares | 263.9K → 284.0K +$1.7M | +7.63% | $4.4B Mid Cap | Q4 2024 Held for 11 months | |
Staffing & Employment Services Industrials | $23.1M 1.89% | +$1.0M Bought | 0.631% 330.4K shares | 315.7K → 330.4K +$1.0M | +4.66% | $3.7B Mid Cap | Q2 2021 Held for 4y 5m | |
Residential Construction Consumer Cyclical | $22.5M 1.84% | +$5.8M Bought | 0.49% 38.8K shares | 28.8K → 38.8K +$5.8M | +34.57% | $4.6B Mid Cap | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $22.1M 1.81% | +$583.7K Bought | 0.268% 1.0M shares | 974.5K → 1.0M +$583.7K | +2.71% | $8.3B Mid Cap | Q3 2024 Held for 1y 2m | |
Auto - Parts Consumer Cyclical | $19.9M 1.63% | +$981.0K Bought | 0.267% 140.1K shares | 133.2K → 140.1K +$981.0K | +5.18% | $7.5B Mid Cap | Q4 2023 Held for 1y 11m | |
Leisure Consumer Cyclical | $19.9M 1.63% | +$636.2K Bought | 0.432% 253.4K shares | 245.3K → 253.4K +$636.2K | +3.3% | $4.6B Mid Cap | Q2 2024 Held for 1y 5m | |
Agricultural - Machinery Industrials | $18.3M 1.5% | +$6.3M Bought | 0.792% 95.9K shares | 62.9K → 95.9K +$6.3M | +52.54% | $2.3B Mid Cap | Q2 2018 Held for 7y 5m | |
Specialty Business Services Industrials | $18.1M 1.48% | +$18.1M New | 0.968% 1.7M shares | 0 → 1.7M +$18.1M | New | $1.9B Small Cap | Q3 2025 Held for 2 months | |
Publishing Communication Services | $16.0M 1.31% | +$16.0M New | 0.744% 395.6K shares | 0 → 395.6K +$16.0M | New | $2.2B Mid Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $13.0M 1.07% | +$4.4M Bought | — 36.6K shares | 24.2K → 36.6K +$4.4M | +51.6% | — — | Q1 2025 Held for 8 months | |
Engineering & Construction Industrials | $12.3M 1.01% | -$15.7M Sold | 1.09% 126.6K shares | 288.6K → 126.6K −$15.7M | -56.15% | $1.1B Small Cap | Q1 2024 Held for 1y 8m | |
Agricultural - Machinery Industrials | $11.8M 0.964% | +$11.8M Bought | 0.426% 207.9K shares | — | — | $2.8B Mid Cap | Q3 2025 Held for 2 months | |
Construction Materials Basic Materials | $6.6M 0.536% | -$11.6M Sold | 0.208% 97.9K shares | 270.6K → 97.9K −$11.6M | -63.81% | $3.1B Mid Cap | Q2 2023 Held for 2y 5m | |
Specialty Business Services Industrials | $5.5M 0.447% | -$17.8M Sold | 0.191% 103.0K shares | 439.0K → 103.0K −$17.8M | -76.53% | $2.9B Mid Cap | Q3 2022 Held for 3y 2m | |
Medical - Distribution Healthcare | - — | -$17.8M Sold | — - shares | 222.5K → 0 −$17.8M | Sold | $4.2B Mid Cap | Q1 2025 Held for 8 months | |
Financial - Capital Markets Financial Services | - — | -$13.6M Sold | — - shares | 220.7K → 0 −$13.6M | Sold | $1.7B Small Cap | Q1 2024 Held for 1y 8m | |
Engineering & Construction Industrials | - — | -$12.5M Sold | — - shares | 540.4K → 0 −$12.5M | Sold | $1.5B Small Cap | Q4 2018 Held for 6y 11m |
