Neumeier Poma Investment Counsel as of March 31, 2026
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 | 1.5M | 36.75 | |
| OSI Systems (OSIS) | 4.2 | $51M | 191k | 265.51 | |
| Fabrinet SHS (FN) | 4.1 | $50M | 96k | 521.52 | |
| TTM Technologies (TTMI) | 4.0 | $49M | 500k | 97.42 | |
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 4.0 | $48M | 428k | 112.29 | |
| Myr (MYRG) | 3.8 | $46M | 162k | 282.32 | |
| UMB Financial Corporation (UMBF) | 3.8 | $46M | 404k | 112.79 | |
| Dycom Industries (DY) | 3.7 | $45M | 134k | 338.82 | |
| FTI Consulting (FCN) | 3.7 | $45M | 253k | 176.77 | |
| Laureate Education Inc cl a (LAUR) | 3.5 | $43M | 1.2M | 34.84 | |
| Tower Semiconductor SHS (TSEM) | 3.5 | $42M | 239k | 175.48 | |
| Adtalem Global Ed (CVSA) | 3.2 | $39M | 342k | 115.25 | |
| Tetra Tech (TTEK) | 3.2 | $39M | 1.3M | 30.12 | |
| Steven Madden (SHOO) | 3.1 | $38M | 1.1M | 33.92 | |
| Blue Bird Corp (BLBD) | 2.9 | $36M | 625k | 56.79 | |
| Skyline Corporation (SKY) | 2.9 | $35M | 476k | 74.37 | |
| Acushnet Holdings Corp (GOLF) | 2.9 | $35M | 371k | 93.48 | |
| Federal Signal Corporation (FSS) | 2.6 | $32M | 295k | 108.14 | |
| Meta Financial (CASH) | 2.6 | $32M | 356k | 89.23 | |
| McGrath Rent (MGRC) | 2.6 | $32M | 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 | 54k | 484.29 | |
| Korn/Ferry International (KFY) | 2.1 | $25M | 396k | 62.95 | |
| Modine Manufacturing (MOD) | 2.0 | $25M | 115k | 216.71 | |
| Limbach Hldgs (LMB) | 2.0 | $25M | 314k | 78.05 | |
| ICF International (ICFI) | 1.9 | $23M | 348k | 65.29 | |
| InterDigital (IDCC) | 1.7 | $21M | 68k | 302.00 | |
| ePlus (PLUS) | 1.7 | $21M | 273k | 75.25 | |
| Alamo (ALG) | 1.7 | $20M | 124k | 164.97 | |
| SPDR Gold Trust Etf (GLD) | 1.5 | $19M | 43k | 430.29 | |
| Willdan (WLDN) | 1.4 | $17M | 216k | 76.56 | |
| Primo Brand Corp-a (PRMB) | 1.3 | $16M | 846k | 18.83 | |
| Wiley John & Sons Cl A (WLY) | 1.3 | $16M | 411k | 38.10 | |
| Crane Holdings (CXT) | 1.2 | $15M | 362k | 40.59 | |
| Huron Consulting (HURN) | 0.9 | $11M | 84k | 127.49 | |
| Comfort Systems USA (FIX) | 0.9 | $11M | 7.7k | 1378.99 | |
| UFP Technologies (UFPT) | 0.8 | $9.8M | 51k | 193.60 | |
| ExlService Holdings (EXLS) | 0.8 | $9.1M | 300k | 30.45 | |
| Celestica (CLS) | 0.6 | $6.8M | 24k | 281.68 | |
| Centerra Gold (CGAU) | 0.4 | $4.8M | 272k | 17.79 |
