Neumeier Poma Investment Counsel as of June 30, 2026
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 | 121k | 505.59 | |
| Hannon Armstrong (HASI) | 4.2 | $61M | 1.6M | 39.05 | |
| Silicon Motion Technology Corp. Sponsored Adr (SIMO) | 4.0 | $59M | 176k | 333.33 | |
| UMB Financial Corporation (UMBF) | 4.0 | $59M | 411k | 142.76 | |
| Federal Signal Corporation (FSS) | 3.6 | $52M | 404k | 128.49 | |
| Skyline Corporation (SKY) | 3.5 | $51M | 584k | 88.12 | |
| Blue Bird Corp (BLBD) | 3.5 | $51M | 648k | 78.96 | |
| Myr (MYRG) | 3.4 | $50M | 100k | 500.40 | |
| Steven Madden (SHOO) | 3.4 | $50M | 1.2M | 42.10 | |
| OSI Systems (OSIS) | 3.3 | $49M | 223k | 218.70 | |
| TTM Technologies (TTMI) | 3.1 | $46M | 244k | 187.02 | |
| Acushnet Holdings Corp (GOLF) | 3.1 | $45M | 382k | 118.53 | |
| FTI Consulting (FCN) | 3.1 | $45M | 300k | 149.01 | |
| Adtalem Global Ed (CVSA) | 3.0 | $44M | 353k | 124.66 | |
| Tetra Tech (TTEK) | 3.0 | $44M | 1.5M | 28.89 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 3.0 | $44M | 1.5M | 28.24 | |
| Cavco Industries (CVCO) | 2.9 | $43M | 70k | 614.38 | |
| InterDigital (IDCC) | 2.9 | $42M | 150k | 283.13 | |
| Wiley John & Sons Cl A (WLY) | 2.9 | $42M | 866k | 48.51 | |
| Willdan (WLDN) | 2.9 | $42M | 530k | 79.10 | |
| Fabrinet SHS (FN) | 2.6 | $38M | 67k | 562.08 | |
| Tower Semiconductor SHS (TSEM) | 2.5 | $37M | 141k | 260.64 | |
| McGrath Rent (MGRC) | 2.4 | $36M | 295k | 121.03 | |
| Centerra Gold (CGAU) | 2.2 | $33M | 2.1M | 15.86 | |
| Modine Manufacturing (MOD) | 2.2 | $32M | 119k | 267.02 | |
| Lakeland Financial Corporation (LKFN) | 2.1 | $31M | 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 | 324k | 77.00 | |
| ePlus (PLUS) | 1.6 | $23M | 275k | 83.23 | |
| UFP Technologies (UFPT) | 1.5 | $22M | 85k | 265.13 | |
| Primo Brand Corp-a (PRMB) | 1.5 | $21M | 876k | 24.44 | |
| ICF International (ICFI) | 1.3 | $20M | 268k | 72.86 | |
| Crane Holdings (CXT) | 1.3 | $19M | 376k | 51.16 | |
| Laureate Education Inc cl a (LAUR) | 1.3 | $19M | 527k | 36.32 | |
| Solv Energy Inc Com Shs Cl A (MWH) | 1.3 | $18M | 538k | 34.05 | |
| Comfort Systems USA (FIX) | 1.0 | $15M | 7.4k | 1981.95 | |
| SPDR Gold Trust Etf (GLD) | 0.9 | $14M | 37k | 368.38 | |
| Alamo (ALG) | 0.9 | $13M | 82k | 164.49 | |
| ExlService Holdings (EXLS) | 0.5 | $8.0M | 310k | 25.86 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.1 | $1.5M | 5.0k | 300.45 | |
| Celestica (CLS) | 0.1 | $907k | 2.5k | 364.80 |
