Neumeier Poma Investment Counsel LLC - Q42025 Holdings

Neumeier Poma Investment Counsel LLC holds 43 stocks with a total portfolio value of $ 1.21B as of Q42025. In Q42025, Neumeier Poma Investment Counsel LLC added 4 new positions, increased stakes in 15 stocks, reduced 24 holdings, and fully exited 2 positions. The largest holding is Tower Semiconductor Ltd. (TSEM), representing 4.44% of the total portfolio.