§ 13F · FUND PROFILE
NEUMEIER POMA INVESTMENT COUNSEL LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1073.6T (13F)Positions · 41Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$67.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TSEM | Tower Semiconductor LTD. | 457K | $53.7T | 4.4% | −41% |
| 2 | OSIS | OSI Systems Inc. | 196K | $49.9T | 4.1% | +1% |
| 3 | HURN | Huron Consulting Group Inc. | 285K | $49.3T | 4.1% | +3% |
| 4 | DY | Dycom Industries Inc. | 137K | $46.2T | 3.8% | −18% |
| 5 | SIMO | Silicon Motion Technology Corp. | 482K | $44.7T | 3.7% | +1% |
| 6 | MYRG | MYR Group Inc. | 202K | $44.0T | 3.6% | +2% |
| 7 | SHOO | Steven Madden LTD. | 1.06M | $44.0T | 3.6% | +11% |
| 8 | TTMI | TTM Technologies Inc. | 638K | $44.0T | 3.6% | −15% |
| 9 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1.39M | $43.8T | 3.6% | +10% |
| 10 | EXLS | Exlservice Holdings Inc. | 995K | $42.2T | 3.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEUMEIER SIGNAL
AC read
NEUMEIER POMA INVESTMENT COUNSEL LLC is a Other fund managing $1073558.7 trillion in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed