Neumeier Poma Investment Counsel LLC Portfolio Holdings

Neumeier Poma Investment Counsel LLC

  • $1.16 Billion
  • Q3 2025

Neumeier Poma Investment Counsel LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Crane Holdings, Co. with a value of $71.2M, Tower Semiconductor LTD with a value of $56.5M, Adtalem Global Education Inc. with a value of $49.5M, Dycom Industries Inc with a value of $48.5M, and Osi Systems Inc with a value of $48.5M.

Examining the 13F form we can see an increase of $316M in the current position value, from $843M to 1.16B.

Below you can find more details about Neumeier Poma Investment Counsel LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.16 Billion
Industrials: $456 Million
Technology: $270 Million
Consumer Cyclical: $177 Million
Financial Services: $97.5 Million
Communication Services: $49.6 Million
Consumer Defensive: $49.5 Million
Real Estate: $38.9 Million
ETFs: $13 Million
Other: $6.55 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$71.2 Million 6.14% of portfolio
386,536
Q3 2025 Added 53.44%
$10.9B
$56.5 Million 4.87% of portfolio
781,368
Q3 2025 Added 14.7%
$4.38B
$49.5 Million 4.27% of portfolio
320,477
Q3 2025 Reduced 21.15%
$8.58B
$48.5 Million 4.19% of portfolio
166,313
Q3 2025 Added 2.29%
$4.61B
$48.5 Million 4.18% of portfolio
194,565
Q3 2025 Reduced 20.25%
$2.87B
$45.4 Million 3.91% of portfolio
478,463
Q3 2025 Added 35.54%
$1.31B
$44.5 Million 3.84% of portfolio
1,011,033
Q3 2025 Reduced 1.76%
$6.95B
$43.1 Million 3.72% of portfolio
749,125
Q3 2025 New
$3.81B
$41.3 Million 3.56% of portfolio
198,401
Q3 2025 Added 69.07%
$3.44B
$40.7 Million 3.51% of portfolio
277,476
Q3 2025 Added 13.57%
$5.24B
$40 Million 3.45% of portfolio
338,052
Q3 2025 Added 8.28%
$2.95B
$38.9 Million 3.36% of portfolio
1,267,489
Q3 2025 Added 47.91%
$32.5B
$37.6 Million 3.25% of portfolio
45,608
Q3 2025 Reduced 21.69%
$2.47B
$34.9 Million 3.01% of portfolio
297,878
Q3 2025 Added 43.04%
$10.1B
$33.6 Million 2.9% of portfolio
97,424
Q3 2025 Reduced 46.33%
$1.93B
$32.7 Million 2.82% of portfolio
979,388
Q3 2025 Added 78.1%
$3B
$32 Million 2.76% of portfolio
955,010
Q3 2025 Added 153.73%
$1.48B
$31.7 Million 2.73% of portfolio
493,469
Q3 2025 Added 3.87%
$1.47B
$30.5 Million 2.63% of portfolio
328,181
Q3 2025 Added 91.5%
$6.65B
$29.7 Million 2.57% of portfolio
249,961
Q3 2025 Reduced 21.33%
$1.63B
$29 Million 2.5% of portfolio
1,371,407
Q3 2025 Added 16.83%
$1.63B
$27.8 Million 2.4% of portfolio
483,310
Q3 2025 Added 12.22%
$4.63B
$26.4 Million 2.28% of portfolio
345,306
Q3 2025 Reduced 2.28%
$2B
$25.8 Million 2.23% of portfolio
348,590
Q3 2025 Added 162.73%
$3.47B
$23.1 Million 1.99% of portfolio
330,402
Q3 2025 Added 3.06%
$4.96B
$22.5 Million 1.94% of portfolio
38,777
Q3 2025 Reduced 13.47%
$6.87B
$19.9 Million 1.72% of portfolio
140,062
Q3 2025 Added 44.44%
$5.65B
$19.9 Million 1.72% of portfolio
253,434
Q3 2025 Added 3.04%
$1.94B
$18.3 Million 1.58% of portfolio
95,931
Q3 2025 Added 52.26%
$1.95B
$18.1 Million 1.56% of portfolio
1,744,355
Q3 2025 New
$1.66B
$16 Million 1.38% of portfolio
395,640
Q3 2025 New
$130B
$13 Million 1.12% of portfolio
36,636
Q3 2025 Added 50.8%
$745M
$12.3 Million 1.06% of portfolio
126,553
Q3 2025 Reduced 61.34%
$3.12B
$11.8 Million 1.02% of portfolio
207,940
Q3 2025 New
$2.14B
$6.55 Million 0.57% of portfolio
97,941
Q3 2025 Reduced 63.74%
$2.63B
$5.46 Million 0.47% of portfolio
103,035
Q3 2025 Reduced 77.42%
Primo Brands Corp.
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.52%
Celestica Inc.
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 55.22%
Everus Construction Group Inc.
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 24.71%
Wns Holdings Ltd.
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 33.76%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $1.16 Billion
  • Prior Value $843 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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