Neumeier Poma Investment Counsel
Latest statistics and disclosures from Neumeier Poma Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DY, HASI, SIMO, UMBF, FSS, and represent 19.94% of Neumeier Poma Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: CGAU (+$28M), WLDN (+$25M), IDCC (+$23M), WLY (+$22M), MWH (+$18M), FSS (+$14M), CVCO (+$9.6M), SKY (+$9.5M), UFPT (+$8.9M), FCN (+$7.0M).
- Started 2 new stock positions in MWH, IWM.
- Reduced shares in these 10 stocks: SIMO (-$84M), TTMI (-$48M), MYRG (-$31M), LAUR (-$26M), TSEM (-$26M), FN (-$16M), HURN (-$11M), CLS (-$7.9M), ALG (-$6.9M), DY (-$6.7M).
- Sold out of its position in HURN.
- Neumeier Poma Investment Counsel was a net seller of stock by $-70M.
- Neumeier Poma Investment Counsel has $1.5B in assets under management (AUM), dropping by 20.39%.
- Central Index Key (CIK): 0001044936
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Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 42 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dycom Industries (DY) | 4.2 | $61M | -9% | 121k | 505.59 |
|
| Hannon Armstrong (HASI) | 4.2 | $61M | 1.6M | 39.05 |
|
|
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 4.0 | $59M | -58% | 176k | 333.33 |
|
| UMB Financial Corporation (UMBF) | 4.0 | $59M | 411k | 142.76 |
|
|
| Federal Signal Corporation (FSS) | 3.6 | $52M | +37% | 404k | 128.49 |
|
| Skyline Corporation (SKY) | 3.5 | $51M | +22% | 584k | 88.12 |
|
| Blue Bird Corp (BLBD) | 3.5 | $51M | +3% | 648k | 78.96 |
|
| Myr (MYRG) | 3.4 | $50M | -38% | 100k | 500.40 |
|
| Steven Madden (SHOO) | 3.4 | $50M | +6% | 1.2M | 42.10 |
|
| OSI Systems (OSIS) | 3.3 | $49M | +16% | 223k | 218.70 |
|
| TTM Technologies (TTMI) | 3.1 | $46M | -51% | 244k | 187.02 |
|
| Acushnet Holdings Corp (GOLF) | 3.1 | $45M | +2% | 382k | 118.53 |
|
| FTI Consulting (FCN) | 3.1 | $45M | +18% | 300k | 149.01 |
|
| Adtalem Global Ed (CVSA) | 3.0 | $44M | +3% | 353k | 124.66 |
|
| Tetra Tech (TTEK) | 3.0 | $44M | +16% | 1.5M | 28.89 |
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 3.0 | $44M | +16% | 1.5M | 28.24 |
|
| Cavco Industries (CVCO) | 2.9 | $43M | +28% | 70k | 614.38 |
|
| InterDigital (IDCC) | 2.9 | $42M | +119% | 150k | 283.13 |
|
| Wiley John & Sons Cl A (WLY) | 2.9 | $42M | +110% | 866k | 48.51 |
|
| Willdan (WLDN) | 2.9 | $42M | +145% | 530k | 79.10 |
|
| Fabrinet SHS (FN) | 2.6 | $38M | -30% | 67k | 562.08 |
|
| Tower Semiconductor SHS (TSEM) | 2.5 | $37M | -41% | 141k | 260.64 |
|
| McGrath Rent (MGRC) | 2.4 | $36M | +3% | 295k | 121.03 |
|
| Centerra Gold (CGAU) | 2.2 | $33M | +654% | 2.1M | 15.86 |
|
| Modine Manufacturing (MOD) | 2.2 | $32M | +4% | 119k | 267.02 |
|
| Lakeland Financial Corporation (LKFN) | 2.1 | $31M | +4% | 497k | 61.72 |
|
| Meta Financial (CASH) | 2.1 | $31M | 352k | 87.06 |
|
|
| Korn/Ferry International (KFY) | 1.8 | $27M | 401k | 66.58 |
|
|
| Limbach Hldgs (LMB) | 1.7 | $25M | +3% | 324k | 77.00 |
|
| ePlus (PLUS) | 1.6 | $23M | 275k | 83.23 |
|
|
| UFP Technologies (UFPT) | 1.5 | $22M | +66% | 85k | 265.13 |
|
| Primo Brand Corp-a (PRMB) | 1.5 | $21M | +3% | 876k | 24.44 |
|
| ICF International (ICFI) | 1.3 | $20M | -23% | 268k | 72.86 |
|
| Crane Holdings (CXT) | 1.3 | $19M | +3% | 376k | 51.16 |
|
| Laureate Education Inc cl a (LAUR) | 1.3 | $19M | -57% | 527k | 36.32 |
|
| Solv Energy Inc Com Shs Cl A (MWH) | 1.3 | $18M | NEW | 538k | 34.05 |
|
| Comfort Systems USA (FIX) | 1.0 | $15M | -3% | 7.4k | 1981.95 |
|
| SPDR Gold Trust Etf (GLD) | 0.9 | $14M | -14% | 37k | 368.38 |
|
| Alamo (ALG) | 0.9 | $13M | -34% | 82k | 164.49 |
|
| ExlService Holdings (EXLS) | 0.5 | $8.0M | +3% | 310k | 25.86 |
|
| iShares Russell 2000 ETF Etf (IWM) | 0.1 | $1.5M | NEW | 5.0k | 300.45 |
|
| Celestica (CLS) | 0.1 | $907k | -89% | 2.5k | 364.80 |
|
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 Q2 filed Aug. 13, 2026
- 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