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Disclosery

13F-HR filed by NEUMEIER POMA INVESTMENT COUNSEL LLC

NEUMEIER POMA INVESTMENT COUNSEL LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-11, with 43 holding rows worth $1,209,972,139.

Accession
0001104659-26-012937
Filer
CIK 1044936
Filed
2026-02-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 43 entries on the cover page, a total value of $1,209,972,139 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,209,972,139 with VALUE read as dollars as filed, 13F file number 028-06534. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock457,288$53,694,757dollars as filed
OSI SYSTEMS INC671044105COM195,795$49,939,473dollars as filed
HURON CONSULTING GROUP INC447462102COM284,856$49,254,451dollars as filed
DYCOM INDS INC COM267475101Stock136,848$46,240,939dollars as filed
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR82706C108ADR481,818$44,664,529dollars as filed
MYR GROUP INC55405W104COM201,539$44,036,272dollars as filed
MADDEN STEVEN LTD556269108COM1,057,465$44,032,843dollars as filed
TTM TECHNOLOGIES INC87305R109COM637,790$44,007,510dollars as filed
HA SUSTAINABLE INFRA CAP INC41068X100COM1,392,799$43,775,673dollars as filed
EXLSERVICE HLDGS INC COM302081104Stock994,683$42,214,347dollars as filed
ICF INTL INC44925C103COM481,086$41,036,636dollars as filed
CHAMPION HOMES INC830830105COM484,196$40,914,562dollars as filed
FABRINET SHSG3323L100Stock87,671$39,914,853dollars as filed
UMB FINL CORP902788108COM336,712$38,735,348dollars as filed
TETRA TECH INC NEW88162G103COM1,126,603$37,786,265dollars as filed
COVISTA INC00737L103COM333,592$34,516,764dollars as filed
CAVCO INDS INC DEL149568107COM55,312$32,675,011dollars as filed
ACUSHNET HLDGS CORP005098108COM384,424$30,684,724dollars as filed
MCGRATH RENTCORP580589109COM292,003$30,639,875dollars as filed
ONESPAWORLD HOLDINGS LIMITEDP73684113COM1,347,742$27,952,169dollars as filed
LAUREATE ED INC COMMON STOCK518613203Stock818,340$27,553,508dollars as filed
LAKELAND FINL CORP511656100COM482,244$27,516,843dollars as filed
KORN FERRY COM NEW500643200Stock411,262$27,151,517dollars as filed
LIMBACH HLDGS INC53263P105COM318,238$24,774,828dollars as filed
EPLUS INC294268107COM281,430$24,681,411dollars as filed
FEDERAL SIGNAL CORP313855108COM222,931$24,208,077dollars as filed
INTERDIGITAL INC COM45867G101Stock70,319$22,388,163dollars as filed
BLUE BIRD CORP095306106COM476,190$22,380,930dollars as filed
PATHWARD FINANCIAL INC59100U108COM264,100$18,751,100dollars as filed
CRANE NXT CO224441105COM371,015$17,463,676dollars as filed
SPDR GOLD TR78463V107GOLD SHS43,185$17,114,647dollars as filed
MODINE MFG CO COM607828100Stock122,052$16,295,163dollars as filed
LEGALZOOM COM INC52466B103COM1,597,435$15,862,530dollars as filed
ALAMO GROUP INC011311107COM93,066$15,622,989dollars as filed
PRIMO BRANDS CORPORATION CLASS A COM SHS741623102Stock868,085$14,193,190dollars as filed
COMFORT SYS USA INC COM199908104Stock14,601$13,626,967dollars as filed
CELESTICA INC COM15101Q207Stock44,243$13,078,673dollars as filed
WILEY JOHN & SONS INC968223206CL A393,715$12,059,490dollars as filed
UFP TECHNOLOGIES INC902673102COM52,120$11,572,204dollars as filed
REV Group Inc749527107Common Stock185,660$11,289,985dollars as filed
EVERUS CONSTR GROUP COM300426103Stock78,744$6,737,337dollars as filed
CBIZ INC124805102COM101,585$5,124,963dollars as filed
FTI CONSULTING INC302941109COM22,285$3,806,947dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-26-012937this filing2026-02-11acceptance time not in the bulk data set