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NEUMEIER POMA INVESTMENT COUNSEL LLC

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13F filer, CIK 1044936, CARMEL, CA

NEUMEIER POMA INVESTMENT COUNSEL LLC reported $929,857,076 across 46 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-12. Its ten largest share positions make up 40.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-046939

Period
2025-03-31
Reported value
$930M
Holdings
46
Top 10 weight
40.2%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CASHnew+132,680$9.68M
FNadded+44,491$8.79M
PBHnew+101,350$8.71M
SIMOadded+171,350$8.66M
HASIadded+280,215$8.19M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DYreduced-85,362-$13M
LMBreduced-134,499-$10M
AUBreduced-308,875-$9.62M
IDCCreduced-35,934-$7.43M
MODreduced-82,462-$6.33M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001104659-25-046939, largest first. % of portfolio is the value over $929,857,076, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,555 shares; 2024Q4: 1,038,394 shares; 2025Q1: 1,029,104 shares 1,029,104$48.6M5.22%-9,290Timeline
OSISOSI SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,314 shares; 2024Q4: 270,342 shares; 2025Q1: 243,978 shares 243,978$47.4M5.1%-26,364Timeline
CVSACOVISTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,695 shares; 2024Q4: 405,530 shares; 2025Q1: 406,430 shares 406,430$40.9M4.4%+900Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,025 shares; 2024Q4: 217,444 shares; 2025Q1: 181,510 shares 181,510$37.5M4.04%-35,934Timeline
HURNHURON CONSULTING GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,490 shares; 2024Q4: 242,558 shares; 2025Q1: 244,318 shares 244,318$35M3.77%+1,760Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,071,161 shares; 2025Q1: 976,336 shares 976,336$34.7M3.73%-94,825Timeline
CBZCBIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,200 shares; 2024Q4: 456,062 shares; 2025Q1: 456,382 shares 456,382$34.6M3.72%+320Timeline
SKYCHAMPION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,930 shares; 2024Q4: 356,616 shares; 2025Q1: 353,356 shares 353,356$33.5M3.6%-3,260Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,740 shares; 2024Q4: 313,124 shares; 2025Q1: 312,199 shares 312,199$31.6M3.39%-925Timeline
WNS HLDGS LTD COM SHSWNS HLDGS LTD COM SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,414 shares; 2024Q4: 360,658 shares; 2025Q1: 488,103 shares 488,103$30M3.23%+127,445
LKFNLAKELAND FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,502 shares; 2024Q4: 476,113 shares; 2025Q1: 475,102 shares 475,102$28.2M3.04%-1,011Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,320 shares; 2024Q4: 306,260 shares; 2025Q1: 334,829 shares 334,829$26.4M2.84%+28,569Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,378 shares; 2024Q4: 576,693 shares; 2025Q1: 856,908 shares 856,908$25.1M2.69%+280,215Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,625 shares; 2024Q4: 247,959 shares; 2025Q1: 162,597 shares 162,597$24.8M2.66%-85,362Timeline
LMBLIMBACH HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,025 shares; 2024Q4: 461,825 shares; 2025Q1: 327,326 shares 327,326$24.4M2.62%-134,499Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 641,315 shares; 2025Q1: 681,215 shares 681,215$24.3M2.61%+39,900Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,785 shares; 2024Q4: 327,698 shares; 2025Q1: 317,738 shares 317,738$23.4M2.51%-9,960Timeline
CVCOCAVCO INDS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,617 shares; 2024Q4: 30,296 shares; 2025Q1: 44,811 shares 44,811$23.3M2.5%+14,515Timeline
MGRCMCGRATH RENTCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,180 shares; 2024Q4: 204,806 shares; 2025Q1: 208,246 shares 208,246$23.2M2.49%+3,440Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,955 shares; 2024Q4: 326,790 shares; 2025Q1: 320,600 shares 320,600$21.7M2.34%-6,190Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,472 shares; 2024Q4: 55,812 shares; 2025Q1: 100,303 shares 100,303$19.8M2.13%+44,491Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,220 shares; 2024Q4: 851,122 shares; 2025Q1: 1,173,827 shares 1,173,827$19.7M2.12%+322,705Timeline
TGLSTECNOGLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,850 shares; 2024Q4: 298,550 shares; 2025Q1: 270,095 shares 270,095$19.3M2.08%-28,455Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,701 shares; 2024Q4: 73,534 shares; 2025Q1: 58,237 shares 58,237$18.8M2.02%-15,297Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,385 shares; 2024Q4: 181,665 shares; 2025Q1: 353,015 shares 353,015$17.8M1.92%+171,350Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,795 shares; 2024Q4: 253,113 shares; 2025Q1: 245,948 shares 245,948$16.9M1.82%-7,165Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746,885 shares; 2024Q4: 703,836 shares; 2025Q1: 549,921 shares 549,921$16.1M1.73%-153,915Timeline
ICFIICF INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,980 shares; 2024Q4: 199,506 shares; 2025Q1: 171,371 shares 171,371$14.6M1.57%-28,135Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372,939 shares; 2025Q1: 377,159 shares 377,159$14M1.5%+4,220Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,355 shares; 2024Q4: 426,015 shares; 2025Q1: 430,665 shares 430,665$13.9M1.5%+4,650Timeline
MYRGMYR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,194 shares; 2024Q4: 115,361 shares; 2025Q1: 117,351 shares 117,351$13.3M1.43%+1,990Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,795 shares; 2024Q4: 253,366 shares; 2025Q1: 251,906 shares 251,906$12.9M1.39%-1,460Timeline
DFINDONNELLEY FINL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,025 shares; 2024Q4: 323,080 shares; 2025Q1: 275,080 shares 275,080$12M1.29%-48,000Timeline
NV5 HOLDINGS, INCNV5 HOLDINGS, INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,986 shares; 2024Q4: 612,252 shares; 2025Q1: 621,447 shares 621,447$12M1.29%+9,195
ALGALAMO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,127 shares; 2024Q4: 85,366 shares; 2025Q1: 63,004 shares 63,004$11.2M1.21%-22,362Timeline
SHOOMADDEN STEVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,295 shares; 2024Q4: 451,641 shares; 2025Q1: 376,393 shares 376,393$10M1.08%-75,248Timeline
CASHPATHWARD FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,680 shares 132,680$9.68M1.04%newTimeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101,350 shares 101,350$8.71M0.94%newTimeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,795 shares; 2024Q4: 405,130 shares; 2025Q1: 305,390 shares 305,390$8.64M0.93%-99,740Timeline
VECOVEECO INSTRS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731,135 shares; 2024Q4: 419,207 shares; 2025Q1: 404,852 shares 404,852$8.13M0.87%-14,355Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,930 shares; 2024Q4: 179,431 shares; 2025Q1: 96,969 shares 96,969$7.44M0.8%-82,462Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,295 shares 24,295$7M0.75%newTimeline
AMALAMALGAMATED FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 391,195 shares; 2025Q1: 242,155 shares 242,155$6.96M0.75%-149,040Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525,520 shares; 2025Q1: 216,645 shares 216,645$6.75M0.73%-308,875Timeline
CCSCENTURY COMMUNITIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,885 shares; 2024Q4: 79,273 shares; 2025Q1: 76,458 shares 76,458$5.13M0.55%-2,815Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,425 shares 2,425$484K0.05%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VCVISTEON CORP46,504$4.13Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-046939 base2025-05-12acceptance time not in the bulk data set