NEUMEIER POMA INVESTMENT COUNSEL LLC TSEM — Tower Semiconductor LTD

Ownership history in NEUMEIER POMA INVESTMENT COUNSEL LLC  ·  21 quarters on record

AI Ownership Summary

NEUMEIER POMA INVESTMENT COUNSEL LLC reported Tower Semiconductor LTD (TSEM) in 21 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 4.62% in 2025 Q3. The latest visible filing shows TSEM at 2.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEUMEIER POMA INVESTMENT COUNSEL LLC's position in Tower Semiconductor LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TSEM was reported at 2.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.62% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSEM stock page NEUMEIER POMA INVESTMENT COUNSEL LLC fund profile NEUMEIER POMA INVESTMENT COUNSEL LLC full holdings
How NEUMEIER POMA INVESTMENT COUNSEL LLC held TSEM — position size vs. price
% of Fund (quarterly)    TSEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 41.0% -13.3% ✅ 141,215 -98,172 -41.0% 2.52% $36.8M 2026-08-13 $252.95
2026 Q1 REDUCED 47.7% +45.6% ❌ 239,387 -217,901 -47.7% 3.46% $42.0M 2026-05-13 $270.77
2025 Q4 REDUCED 41.5% +49.5% ❌ 457,288 -324,080 -41.5% 4.44% $53.7M 2026-02-11 $134.44
2025 Q3 ADDED — — — 781,368 +66,333 +9.3% 4.62% $56.5M 2025-11-12 $106.42
2025 Q2 ADDED — — — 715,035 +33,820 +5.0% 2.89% $31.0M 2025-08-12 $46.10
2025 Q1 ADDED — — — 681,215 +39,900 +6.2% 2.61% $24.3M 2025-05-12 $39.64
2024 Q4 ADDED — — — 641,315 +401,291 +167.2% 3.20% $33.0M 2025-02-12 $45.53
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TSEM

As of 2026 Q3 — sorted by position size

Michael J. Porro & Co. Financial Advisors, Inc. 1.62% Vilga Financial Planning LLC 0.13% Versant Capital Management, Inc 3Y 7Y 0.01% Valeo Financial Advisors, LLC 3Y 7Y 0.01% Bullock Wealth Management Group 0.0% Farther Finance Advisors, LLC 3Y 0.0% CoreCap Advisors, LLC 3Y 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% Planning Strategies Inc. 0.0% ELEVATION WEALTH PARTNERS, LLC 3Y 0.0%

FAQ About NEUMEIER POMA INVESTMENT COUNSEL LLC and TSEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has NEUMEIER POMA INVESTMENT COUNSEL LLC reported owning TSEM?

NEUMEIER POMA INVESTMENT COUNSEL LLC reported TSEM across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported TSEM position in NEUMEIER POMA INVESTMENT COUNSEL LLC's portfolio?

The largest reported portfolio weight for TSEM was 4.62% in 2025 Q3.

What is the latest reported TSEM position on this page?

The most recent filing on this page is 2026 Q2, when NEUMEIER POMA INVESTMENT COUNSEL LLC reported 141,215 shares, equal to 2.52% of portfolio, with an estimated market value of $36.8M.

What does the chart on this TSEM ownership page compare?

The chart compares NEUMEIER POMA INVESTMENT COUNSEL LLC's quarterly TSEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NEUMEIER POMA INVESTMENT COUNSEL LLC time their TSEM position?

Based on 13F filing dates vs. subsequent TSEM price moves, NEUMEIER POMA INVESTMENT COUNSEL LLC correctly timed 12 out of 20 reported position changes (60%). The annualised alpha on TSEM relative to SPY over the holding period was +143.1%.

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