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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 $1,221,897,909 across 41 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 37.49% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-109533

Period
2025-09-30
Reported value
$1.22B
Holdings
41
Top 10 weight
37.49%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SHOOadded+581,745$19.5M
LZnew+1,744,355$18.1M
MYRGadded+80,168$16.7M
WLYnew+395,640$16M
ICFIadded+157,295$14.6M

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
CLSreduced-156,184-$38.5M
IDCCreduced-65,433-$22.6M
CBZreduced-335,941-$17.8M
PBHexited-222,495-$17.8M
FNreduced-45,029-$16.4M

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, Q3 2025

Share positions as resolved from 13F-HR 0001104659-25-109533, largest first. % of portfolio is the value over $1,221,897,909, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 641,315 shares; 2025Q1: 681,215 shares; 2025Q2: 715,035 shares; 2025Q3: 781,368 shares 781,368$56.5M4.62%+66,333Timeline
CVSACOVISTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,695 shares; 2024Q4: 405,530 shares; 2025Q1: 406,430 shares; 2025Q2: 388,060 shares; 2025Q3: 320,477 shares 320,477$49.5M4.05%-67,583Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,625 shares; 2024Q4: 247,959 shares; 2025Q1: 162,597 shares; 2025Q2: 161,874 shares; 2025Q3: 166,313 shares 166,313$48.5M3.97%+4,439Timeline
OSISOSI SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,314 shares; 2024Q4: 270,342 shares; 2025Q1: 243,978 shares; 2025Q2: 197,462 shares; 2025Q3: 194,565 shares 194,565$48.5M3.97%-2,897Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,385 shares; 2024Q4: 181,665 shares; 2025Q1: 353,015 shares; 2025Q2: 432,255 shares; 2025Q3: 478,463 shares 478,463$45.4M3.71%+46,208Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,555 shares; 2024Q4: 1,038,394 shares; 2025Q1: 1,029,104 shares; 2025Q2: 1,000,759 shares; 2025Q3: 1,011,033 shares 1,011,033$44.5M3.64%+10,274Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 632,625 shares; 2025Q3: 749,125 shares 749,125$43.1M3.53%+116,500Timeline
MYRGMYR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,194 shares; 2024Q4: 115,361 shares; 2025Q1: 117,351 shares; 2025Q2: 118,233 shares; 2025Q3: 198,401 shares 198,401$41.3M3.38%+80,168Timeline
HURNHURON CONSULTING GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,490 shares; 2024Q4: 242,558 shares; 2025Q1: 244,318 shares; 2025Q2: 272,845 shares; 2025Q3: 277,476 shares 277,476$40.7M3.33%+4,631Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,740 shares; 2024Q4: 313,124 shares; 2025Q1: 312,199 shares; 2025Q2: 306,764 shares; 2025Q3: 338,052 shares 338,052$40M3.27%+31,288Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,378 shares; 2024Q4: 576,693 shares; 2025Q1: 856,908 shares; 2025Q2: 1,161,443 shares; 2025Q3: 1,267,489 shares 1,267,489$38.9M3.18%+106,046Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,701 shares; 2024Q4: 73,534 shares; 2025Q1: 58,237 shares; 2025Q2: 59,070 shares; 2025Q3: 45,608 shares 45,608$37.6M3.08%-13,462Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,320 shares; 2024Q4: 306,260 shares; 2025Q1: 334,829 shares; 2025Q2: 306,134 shares; 2025Q3: 149,950 shares 149,950$36.9M3.02%-156,184Timeline
MGRCMCGRATH RENTCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,180 shares; 2024Q4: 204,806 shares; 2025Q1: 208,246 shares; 2025Q2: 205,406 shares; 2025Q3: 297,878 shares 297,878$34.9M2.86%+92,472Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,025 shares; 2024Q4: 217,444 shares; 2025Q1: 181,510 shares; 2025Q2: 162,857 shares; 2025Q3: 97,424 shares 97,424$33.6M2.75%-65,433Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746,885 shares; 2024Q4: 703,836 shares; 2025Q1: 549,921 shares; 2025Q2: 887,501 shares; 2025Q3: 979,388 shares 979,388$32.7M2.68%+91,887Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,472 shares; 2024Q4: 55,812 shares; 2025Q1: 100,303 shares; 2025Q2: 133,420 shares; 2025Q3: 88,391 shares 88,391$32.2M2.64%-45,029Timeline
SHOOMADDEN STEVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,295 shares; 2024Q4: 451,641 shares; 2025Q1: 376,393 shares; 2025Q2: 373,265 shares; 2025Q3: 955,010 shares 955,010$32M2.62%+581,745Timeline
LKFNLAKELAND FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,502 shares; 2024Q4: 476,113 shares; 2025Q1: 475,102 shares; 2025Q2: 464,425 shares; 2025Q3: 493,469 shares 493,469$31.7M2.59%+29,044Timeline
ICFIICF INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,980 shares; 2024Q4: 199,506 shares; 2025Q1: 171,371 shares; 2025Q2: 170,886 shares; 2025Q3: 328,181 shares 328,181$30.5M2.49%+157,295Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,785 shares; 2024Q4: 327,698 shares; 2025Q1: 317,738 shares; 2025Q2: 315,603 shares; 2025Q3: 249,961 shares 249,961$29.7M2.43%-65,642Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,220 shares; 2024Q4: 851,122 shares; 2025Q1: 1,173,827 shares; 2025Q2: 1,148,447 shares; 2025Q3: 1,371,407 shares 1,371,407$29M2.37%+222,960Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,355 shares; 2024Q4: 426,015 shares; 2025Q1: 430,665 shares; 2025Q2: 447,430 shares; 2025Q3: 483,310 shares 483,310$27.8M2.28%+35,880Timeline
SKYCHAMPION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,930 shares; 2024Q4: 356,616 shares; 2025Q1: 353,356 shares; 2025Q2: 178,011 shares; 2025Q3: 345,306 shares 345,306$26.4M2.16%+167,295Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,795 shares; 2024Q4: 253,366 shares; 2025Q1: 251,906 shares; 2025Q2: 250,476 shares; 2025Q3: 386,536 shares 386,536$25.9M2.12%+136,060Timeline
CASHPATHWARD FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,680 shares; 2025Q2: 215,135 shares; 2025Q3: 348,590 shares 348,590$25.8M2.11%+133,455Timeline
WNS HLDGS LTD COM SHSWNS HLDGS LTD COM SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,414 shares; 2024Q4: 360,658 shares; 2025Q1: 488,103 shares; 2025Q2: 531,218 shares; 2025Q3: 323,313 shares 323,313$24.7M2.02%-207,905
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372,939 shares; 2025Q1: 377,159 shares; 2025Q2: 263,854 shares; 2025Q3: 283,979 shares 283,979$24.4M1.99%+20,125Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,955 shares; 2024Q4: 326,790 shares; 2025Q1: 320,600 shares; 2025Q2: 315,685 shares; 2025Q3: 330,402 shares 330,402$23.1M1.89%+14,717Timeline
CVCOCAVCO INDS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,617 shares; 2024Q4: 30,296 shares; 2025Q1: 44,811 shares; 2025Q2: 28,816 shares; 2025Q3: 38,777 shares 38,777$22.5M1.84%+9,961Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,071,161 shares; 2025Q1: 976,336 shares; 2025Q2: 974,546 shares; 2025Q3: 1,000,956 shares 1,000,956$22.1M1.81%+26,410Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,930 shares; 2024Q4: 179,431 shares; 2025Q1: 96,969 shares; 2025Q2: 133,161 shares; 2025Q3: 140,062 shares 140,062$19.9M1.63%+6,901Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,795 shares; 2024Q4: 253,113 shares; 2025Q1: 245,948 shares; 2025Q2: 245,328 shares; 2025Q3: 253,434 shares 253,434$19.9M1.63%+8,106Timeline
ALGALAMO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,127 shares; 2024Q4: 85,366 shares; 2025Q1: 63,004 shares; 2025Q2: 62,889 shares; 2025Q3: 95,931 shares 95,931$18.3M1.5%+33,042Timeline
LZLEGALZOOM COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,744,355 shares 1,744,355$18.1M1.48%newTimeline
WLYWILEY JOHN & SONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395,640 shares 395,640$16M1.31%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,295 shares; 2025Q2: 24,166 shares; 2025Q3: 36,636 shares 36,636$13M1.07%+12,470Timeline
LMBLIMBACH HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,025 shares; 2024Q4: 461,825 shares; 2025Q1: 327,326 shares; 2025Q2: 288,618 shares; 2025Q3: 126,553 shares 126,553$12.3M1.01%-162,065Timeline
REVGREV GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207,940 shares 207,940$11.8M0.96%newTimeline
TGLSTECNOGLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,850 shares; 2024Q4: 298,550 shares; 2025Q1: 270,095 shares; 2025Q2: 270,610 shares; 2025Q3: 97,941 shares 97,941$6.55M0.54%-172,669Timeline
CBZCBIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,200 shares; 2024Q4: 456,062 shares; 2025Q1: 456,382 shares; 2025Q2: 438,976 shares; 2025Q3: 103,035 shares 103,035$5.46M0.45%-335,941Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
PBHPRESTIGE CONSMR HEALTHCARE I222,495$17.8Mshares
DFINDONNELLEY FINL SOLUTIONS INC220,730$13.6Mshares
NV5 HOLDINGS, INCNV5 HOLDINGS, INC540,395$12.5Mshares

How Q3 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 0001104659-25-109533 base2025-11-12acceptance time not in the bulk data set