Neumeier Poma Investment Counsel
Latest statistics and disclosures from Neumeier Poma Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HASI, OSIS, FN, TTMI, SIMO, and represent 20.92% of Neumeier Poma Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: FCN (+$41M), WLDN (+$17M), LAUR (+$14M), BLBD (+$8.5M), CASH (+$8.2M), FSS (+$7.8M), UMBF (+$7.6M), TTEK (+$5.3M), HASI (+$5.1M), ALG (+$5.0M).
- Started 2 new stock positions in WLDN, CGAU.
- Reduced shares in these 10 stocks: TSEM (-$38M), HURN (-$26M), EXLS (-$21M), LZ (-$16M), TTMI (-$13M), Rev (-$11M), MYRG (-$11M), FIX (-$9.6M), ICFI (-$8.7M), ECG (-$6.7M).
- Sold out of its positions in CBZ, ECG, LZ, Rev.
- Neumeier Poma Investment Counsel was a net seller of stock by $-58M.
- Neumeier Poma Investment Counsel has $1.2B in assets under management (AUM), dropping by 0.27%.
- Central Index Key (CIK): 0001044936
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Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hannon Armstrong (HASI) | 4.6 | $56M | +9% | 1.5M | 36.75 |
|
| OSI Systems (OSIS) | 4.2 | $51M | -2% | 191k | 265.51 |
|
| Fabrinet SHS (FN) | 4.1 | $50M | +9% | 96k | 521.52 |
|
| TTM Technologies (TTMI) | 4.0 | $49M | -21% | 500k | 97.42 |
|
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 4.0 | $48M | -11% | 428k | 112.29 |
|
| Myr (MYRG) | 3.8 | $46M | -19% | 162k | 282.32 |
|
| UMB Financial Corporation (UMBF) | 3.8 | $46M | +19% | 404k | 112.79 |
|
| Dycom Industries (DY) | 3.7 | $45M | -2% | 134k | 338.82 |
|
| FTI Consulting (FCN) | 3.7 | $45M | +1035% | 253k | 176.77 |
|
| Laureate Education Inc cl a (LAUR) | 3.5 | $43M | +50% | 1.2M | 34.84 |
|
| Tower Semiconductor SHS (TSEM) | 3.5 | $42M | -47% | 239k | 175.48 |
|
| Adtalem Global Ed (CVSA) | 3.2 | $39M | +2% | 342k | 115.25 |
|
| Tetra Tech (TTEK) | 3.2 | $39M | +15% | 1.3M | 30.12 |
|
| Steven Madden (SHOO) | 3.1 | $38M | +5% | 1.1M | 33.92 |
|
| Blue Bird Corp (BLBD) | 2.9 | $36M | +31% | 625k | 56.79 |
|
| Skyline Corporation (SKY) | 2.9 | $35M | 476k | 74.37 |
|
|
| Acushnet Holdings Corp (GOLF) | 2.9 | $35M | -3% | 371k | 93.48 |
|
| Federal Signal Corporation (FSS) | 2.6 | $32M | +32% | 295k | 108.14 |
|
| Meta Financial (CASH) | 2.6 | $32M | +34% | 356k | 89.23 |
|
| McGrath Rent (MGRC) | 2.6 | $32M | -2% | 286k | 110.28 |
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.5 | $30M | 1.3M | 22.95 |
|
|
| Lakeland Financial Corporation (LKFN) | 2.3 | $27M | 478k | 57.38 |
|
|
| Cavco Industries (CVCO) | 2.2 | $26M | -2% | 54k | 484.29 |
|
| Korn/Ferry International (KFY) | 2.1 | $25M | -3% | 396k | 62.95 |
|
| Modine Manufacturing (MOD) | 2.0 | $25M | -6% | 115k | 216.71 |
|
| Limbach Hldgs (LMB) | 2.0 | $25M | 314k | 78.05 |
|
|
| ICF International (ICFI) | 1.9 | $23M | -27% | 348k | 65.29 |
|
| InterDigital (IDCC) | 1.7 | $21M | -3% | 68k | 302.00 |
|
| ePlus (PLUS) | 1.7 | $21M | -2% | 273k | 75.25 |
|
| Alamo (ALG) | 1.7 | $20M | +32% | 124k | 164.97 |
|
| SPDR Gold Trust Etf (GLD) | 1.5 | $19M | 43k | 430.29 |
|
|
| Willdan (WLDN) | 1.4 | $17M | NEW | 216k | 76.56 |
|
| Primo Brand Corp-a (PRMB) | 1.3 | $16M | -2% | 846k | 18.83 |
|
| Wiley John & Sons Cl A (WLY) | 1.3 | $16M | +4% | 411k | 38.10 |
|
| Crane Holdings (CXT) | 1.2 | $15M | -2% | 362k | 40.59 |
|
| Huron Consulting (HURN) | 0.9 | $11M | -70% | 84k | 127.49 |
|
| Comfort Systems USA (FIX) | 0.9 | $11M | -47% | 7.7k | 1378.99 |
|
| UFP Technologies (UFPT) | 0.8 | $9.8M | -2% | 51k | 193.60 |
|
| ExlService Holdings (EXLS) | 0.8 | $9.1M | -69% | 300k | 30.45 |
|
| Celestica (CLS) | 0.6 | $6.8M | -45% | 24k | 281.68 |
|
| Centerra Gold (CGAU) | 0.4 | $4.8M | NEW | 272k | 17.79 |
|
Past Filings by Neumeier Poma Investment Counsel
SEC 13F filings are viewable for Neumeier Poma Investment Counsel going back to 2010
- Neumeier Poma Investment Counsel 2026 Q1 filed May 13, 2026
- Neumeier Poma Investment Counsel 2025 Q4 filed Feb. 11, 2026
- Neumeier Poma Investment Counsel 2025 Q3 filed Nov. 12, 2025
- Neumeier Poma Investment Counsel 2025 Q2 filed Aug. 12, 2025
- Neumeier Poma Investment Counsel 2025 Q1 filed May 12, 2025
- Neumeier Poma Investment Counsel 2024 Q4 filed Feb. 12, 2025
- Neumeier Poma Investment Counsel 2024 Q3 filed Nov. 13, 2024
- Neumeier Poma Investment Counsel 2024 Q2 filed Aug. 13, 2024
- Neumeier Poma Investment Counsel 2024 Q1 filed May 13, 2024
- Neumeier Poma Investment Counsel 2023 Q3 filed Nov. 9, 2023
- Neumeier Poma Investment Counsel 2023 Q2 filed Aug. 10, 2023
- Neumeier Poma Investment Counsel 2023 Q1 filed May 10, 2023
- Neumeier Poma Investment Counsel 2022 Q4 filed Feb. 10, 2023
- Neumeier Poma Investment Counsel 2022 Q3 filed Nov. 9, 2022
- Neumeier Poma Investment Counsel 2022 Q2 filed Aug. 10, 2022
- Neumeier Poma Investment Counsel 2022 Q1 filed May 11, 2022