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Portfolio (Quarterly) Guide ↗

NEUMEIER POMA INVESTMENT COUNSEL LLC

· CIK 0001044936
13F Portfolio $1.2B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ECG Everus Construction Group Inc. Industrials 78,744.0 $6.7M 0.56% NEW $85.56 +76.3%
42 CBZ CBIZ Inc. Industrials 101,585.0 $5.1M 0.42% NEW $50.45 -35.3%
43 FCN FTI Consulting Industrials 22,285.0 $3.8M 0.32% NEW $170.83 -9.3%
Page 3 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 34.2%
Technology 28.4%
Consumer Cyclical 21.1%
Financial Services 10.8%
Consumer Defensive 3.5%
Healthcare 1.0%
Communication Services 1.0%