NEUMEIER POMA INVESTMENT COUNSEL LLC

Q3 2025 13F-HR Holdings

Location
Carmel, CA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
41
Total value ($000)
$1,221,898
Net value change ($000)
+148,339 (13.8%)
New positions
3
Sold out positions
3
Turnover %
7.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSEM 25,496 82.3%
SHOO 23,023 257.2%
MYRG 19,820 92.4%
LZ 18,106 NEW
TTMI 17,326 67.1%
WLY 16,012 NEW
ICFI 15,979 110.4%
SKY 15,226 136.6%
SIMO 12,870 39.6%
CXT 12,424 92.0%
Top Reduces (Value $000, Stocks/ETFs)
LMB -28,144 -69.6%
CBZ -26,022 -82.7%
PBH -17,766 -100.0%
TGLS -14,381 -68.7%
DFIN -13,608 -100.0%
NV5 Global, Inc. -12,478 -100.0%
CLS -10,846 -22.7%
WNS -8,935 -26.6%
FN -7,087 -18.0%
PRMB -6,745 -23.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type