NEUMEIER POMA INVESTMENT COUNSEL LLC

Q4 2025 13F-HR Holdings

Location
Carmel, CA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$1,209,972
Net value change ($000)
-11,926 (-1.0%)
New positions
4
Sold out positions
2
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LAUR 27,554 NEW
PLUS 24,681 NEW
SKY 14,544 55.2%
LMB 12,484 101.6%
SHOO 12,059 37.7%
UFPT 11,572 NEW
GOLF 10,793 54.3%
ICFI 10,582 34.7%
CVCO 10,156 45.1%
HURN 8,529 20.9%
Top Reduces (Value $000, Stocks/ETFs)
WNS -24,659 -100.0%
FIX -24,008 -63.8%
CLS -23,866 -64.6%
ECG -17,614 -72.3%
ATGE -14,981 -30.3%
IDCC -11,246 -33.4%
CXT -8,461 -32.6%
PRMB -7,928 -35.8%
CASH -7,048 -27.3%
TGLS -6,553 -100.0%
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