NEUMEIER POMA INVESTMENT COUNSEL LLC
13F Reported Value
ⓘ$1.2B
Holdings
41
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
NEUMEIER POMA INVESTMENT COUNSEL LLC disclosed 41 positions worth $1.2B in its Form 13F-HR for Q1 2026, led by $HASI (HA Sustainable Infrastructure Capital, Inc.) at 4.6% of the equity portfolio, followed by $OSIS and $FN. During the quarter the fund opened 2 new positions and exited 4 — including a new stake in $WLDN and a full exit from $LZ. The portfolio is most concentrated in Technology (34.7% of disclosed assets). All figures are sourced directly from NEUMEIER POMA INVESTMENT COUNSEL LLC’s Form 13F-HR filing with the SEC under CIK 1044936.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 50.1#1,481
Quality
$56.3M1,531,744 sh - 64.1#651
Quality
$50.8M191,430 sh - 72.4#227
Quality
$50.0M95,858 sh - 59.0
Quality
$48.7M499,750 sh - —
Quality
$48.1M428,188 sh - 61.3
Quality
$45.8M162,294 sh - —
Quality
$45.6M403,907 sh - 62.1
Quality
$45.4M133,883 sh - 55.2
Quality
$44.7M253,050 sh - 58.4
Quality
$42.9M1,231,995 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 HA Sustainable Infrastructure Capital, Inc.$HASI | 50.1#1,481 | $56.3M | 1,531,744 |
 OSI SYSTEMS INC$OSIS | 64.1#651 | $50.8M | 191,430 |
 Fabrinet$FN | 72.4#227 | $50.0M | 95,858 |
 TTM TECHNOLOGIES INC$TTMI | 59.0 | $48.7M | 499,750 |
 Silicon Motion Technology CORP$SIMO | — | $48.1M | 428,188 |
 MYR GROUP INC.$MYRG | 61.3 | $45.8M | 162,294 |
 UMB FINANCIAL CORP$UMBF | — | $45.6M | 403,907 |
 DYCOM INDUSTRIES INC$DY | 62.1 | $45.4M | 133,883 |
 FTI CONSULTING, INC$FCN | 55.2 | $44.7M | 253,050 |
 LAUREATE EDUCATION, INC.$LAUR | 58.4 | $42.9M | 1,231,995 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NEUMEIER POMA INVESTMENT COUNSEL LLC's 41 positions.
Showing top 10 of 41 holdings.
Sector Allocation
Technology
$421.5M
Industrials
$289.5M
Financials
$179.7M
Consumer Discretionary
$154.9M
Energy
$91.2M
Communication Services
$46.0M
Consumer Staples
$15.9M
Healthcare
$9.8M
Full Holdings — NEUMEIER POMA INVESTMENT COUNSEL LLC (Q1 2026)
All 41 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $HASI | HA Sustainable Infrastructure Capital, Inc. | $56.3M | 4.6% | +10% | 50.1 |
| 2 | $OSIS | OSI SYSTEMS INC | $50.8M | 4.2% | -2% | 64.1 |
| 3 | $FN | Fabrinet | $50.0M | 4.1% | +9% | 72.4 |
| 4 | $TTMI | TTM TECHNOLOGIES INC | $48.7M | 4.0% | -22% | 59 |
| 5 | $SIMO | Silicon Motion Technology CORP | $48.1M | 4.0% | -11% | — |
| 6 | $MYRG | MYR GROUP INC. | $45.8M | 3.8% | -19% | 61.3 |
| 7 | $UMBF | UMB FINANCIAL CORP | $45.6M | 3.8% | +20% | — |
| 8 | $DY | DYCOM INDUSTRIES INC | $45.4M | 3.7% | -2% | 62.1 |
| 9 | $FCN | FTI CONSULTING, INC | $44.7M | 3.7% | +1036% | 55.2 |
| 10 | $LAUR | LAUREATE EDUCATION, INC. | $42.9M | 3.5% | +51% | 58.4 |
| 11 |  $TSEM | TOWER SEMICONDUCTOR LTD | $42.0M | 3.5% | -48% | — |
| 12 |  $CVSA | Covista Inc. | $39.4M | 3.3% | +3% | 72.6 |
| 13 |  $TTEK | TETRA TECH INC | $39.3M | 3.2% | +16% | 63 |
| 14 |  $SHOO | STEVEN MADDEN, LTD. | $37.8M | 3.1% | +5% | — |
| 15 |  $BLBD | Blue Bird Corp | $35.5M | 2.9% | +31% | 67.1 |
| 16 |  $SKY | Champion Homes, Inc. | $35.4M | 2.9% | -2% | 69.3 |
| 17 |  $GOLF | Acushnet Holdings Corp. | $34.7M | 2.9% | -3% | 57.1 |
| 18 |  $FSS | FEDERAL SIGNAL CORP /DE/ | $31.9M | 2.6% | +32% | 71.8 |
| 19 |  $CASH | PATHWARD FINANCIAL, INC. | $31.8M | 2.6% | +35% | 69.9 |
| 20 |  $MGRC | MCGRATH RENTCORP | $31.5M | 2.6% | -2% | 59.2 |
| 21 |  $OSW | ONESPAWORLD HOLDINGS Ltd | $30.3M | 2.5% | -2% | — |
| 22 |  $LKFN | LAKELAND FINANCIAL CORP | $27.4M | 2.3% | -1% | — |
| 23 |  $CVCO | CAVCO INDUSTRIES, INC. | $26.2M | 2.2% | -2% | 65.1 |
| 24 |  $KFY | KORN FERRY | $24.9M | 2.0% | -4% | 61.9 |
| 25 |  $MOD | MODINE MANUFACTURING CO | $24.8M | 2.0% | -6% | 48.8 |
| 26 |  $LMB | Limbach Holdings, Inc. | $24.5M | 2.0% | -1% | 56.5 |
| 27 |  $ICFI | ICF International, Inc. | $22.7M | 1.9% | -28% | 46.3 |
| 28 |  $IDCC | InterDigital, Inc. | $20.6M | 1.7% | -3% | 76.2 |
| 29 |  $PLUS | EPLUS INC | $20.5M | 1.7% | -3% | 56 |
| 30 |  $ALG | ALAMO GROUP INC | $20.4M | 1.7% | +33% | 53.1 |
| 31 |  $GLD | SPDR GOLD TRUST | $18.6M | 1.5% | +0% | — |
| 32 |  $WLDN | Willdan Group, Inc. | $16.5M | 1.4% | NEW | 61.5 |
| 33 |  $PRMB | Primo Brands Corp | $15.9M | 1.3% | -3% | 46.5 |
| 34 |  $WLY | JOHN WILEY & SONS, INC. | $15.6M | 1.3% | +4% | 50.6 |
| 35 |  $CXT | Crane NXT, Co. | $14.7M | 1.2% | -2% | 43.3 |
| 36 |  $HURN | Huron Consulting Group Inc. | $10.7M | 0.9% | -71% | 55.5 |
| 37 |  $FIX | COMFORT SYSTEMS USA INC | $10.6M | 0.9% | -48% | 79.5 |
| 38 |  $UFPT | UFP TECHNOLOGIES INC | $9.8M | 0.8% | -2% | 66.6 |
| 39 |  $EXLS | ExlService Holdings, Inc. | $9.1M | 0.8% | -70% | 68.2 |
| 40 |  $CLS | CELESTICA INC | $6.8M | 0.6% | -45% | 69 |
| 41 |  $CGAU | Centerra Gold Inc. | $4.8M | 0.4% | NEW | — |
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