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NEUMEIER POMA INVESTMENT COUNSEL LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1044936
Institutional-grade research for retail investors

Sector Allocation

  • Technology30.4%$443.5M
  • Industrials26.7%$390.1M
  • Financials13.3%$194.4M
  • Consumer Discretionary10.8%$158.3M
  • Energy7.6%$111.0M
  • Communication Services5.8%$85.4M
  • Materials2.2%$32.5M
  • Healthcare1.5%$22.4M
  • Consumer Staples1.5%$21.4M
  • Other0.1%$1.5M

AUM History

13fpro.ai/research/fund/neumeier-poma-investment-counsel-llc-1044936

Conviction and streaks

Diversifying · top 10 = 37.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

DY$DYConviction hold4.2% weight · held 10 quartersHASI$HASIConviction hold4.2% weight · held 10 quartersSIMO$SIMOConviction hold4.0% weight · held 9 quartersUMBF$UMBFConviction hold4.0% weight · held 10 quartersFSS$FSSConviction hold3.5% weight · held 10 quartersHASI$HASIAccumulating+170% shares · 6 quarters runningTTEK$TTEKAccumulating+175% shares · 5 quarters runningSHOO$SHOOAccumulating+218% shares · 4 quarters runningCVSA$CVSAAccumulating+10% shares · 3 quarters runningUMBF$UMBFAccumulating+22% shares · 2 quarters runningCLS$CLSTrimming-99% shares · 5 quarters runningFIX$FIXTrimming-88% shares · 4 quarters runningDY$DYTrimming-28% shares · 3 quarters runningTTMI$TTMITrimming-67% shares · 3 quarters runningTSEM$TSEMTrimming-82% shares · 3 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/neumeier-poma-investment-counsel-llc-1044936

NEUMEIER POMA INVESTMENT COUNSEL LLC 13F holdings — Q2 2026

$1.5B portfolio (+20.4% QoQ) · 42 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio

All holdings — NEUMEIER POMA INVESTMENT COUNSEL LLC (Q2 2026)

42 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
TTMI$TTMITTM TECHNOLOGIES INC$45.7M-51%
GOLF$GOLFAcushnet Holdings Corp.$45.3M+3%
FCN$FCNFTI CONSULTING, INC$44.7M+19%
CVSA$CVSACovista Inc.$44.0M+3%
TTEK$TTEKTETRA TECH INC$43.8M+16%
OSW$OSWONESPAWORLD HOLDINGS Ltd$43.5M+16%
CVCO$CVCOCAVCO INDUSTRIES, INC.$42.8M+29%
IDCC$IDCCInterDigital, Inc.$42.4M+120%
WLY$WLYJOHN WILEY & SONS, INC.$42.0M+111%
WLDN$WLDNWilldan Group, Inc.$41.9M+146%
FN$FNFabrinet$37.5M-30%
TSEM$TSEMTOWER SEMICONDUCTOR LTD$36.8M-41%
MGRC$MGRCMCGRATH RENTCORP$35.7M+3%
CGAU$CGAUCenterra Gold Inc.$32.5M+654%
MOD$MODMODINE MANUFACTURING CO$31.9M+4%

What changed in Q2 2026

Against the previous quarter's 13F: 2 new, 27 added to, 13 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

  • MWH$MWHSOLV Energy, Inc.$18.3M

    first bought this quarter

  • iShares Russell 2000 ETF - ETF$1.5M

    first bought this quarter

Added to (27)

  • CGAU$CGAUCenterra Gold Inc.+654%

    now $32.5M · held 2 qtrs, 2 adds in a row

  • WLDN$WLDNWilldan Group, Inc.+146%

    now $41.9M · held 2 qtrs, 2 adds in a row

  • IDCC$IDCCInterDigital, Inc.+120%

    now $42.4M · held 10+ qtrs

  • WLY$WLYJOHN WILEY & SONS, INC.+111%

    now $42.0M · held 4 qtrs, 2 adds in a row

  • FSS$FSSFEDERAL SIGNAL CORP /DE/+37%

    now $51.9M · held 10+ qtrs, 2 adds in a row

  • CVCO$CVCOCAVCO INDUSTRIES, INC.+29%

    now $42.8M · held 10+ qtrs

+21 more in the Excel export

Trimmed (13)

  • SIMO$SIMOSilicon Motion Technology CORP-59%

    now $58.8M · held 9 qtrs, 2 trims in a row

  • TTMI$TTMITTM TECHNOLOGIES INC-51%

    now $45.7M · held 5 qtrs, 3 trims in a row

  • MYRG$MYRGMYR GROUP INC.-38%

    now $50.0M · held 10+ qtrs, 2 trims in a row

  • LAUR$LAURLAUREATE EDUCATION, INC.-57%

    now $19.1M · held 3 qtrs

  • TSEM$TSEMTOWER SEMICONDUCTOR LTD-41%

    now $36.8M · held 7 qtrs, 3 trims in a row

  • FN$FNFabrinet-30%

    now $37.5M · held 10+ qtrs

+7 more in the Excel export

Sold out (1)

  • HURN$HURNHuron Consulting Group Inc.was $10.7M

    held 9+ qtrs

Firm AUM (Form ADV): $1.4B as of 2026-02-28 · SEC IAPD

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Holdings by quarter

Every 13F NEUMEIER POMA INVESTMENT COUNSEL LLC has filed, 41 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of NEUMEIER POMA INVESTMENT COUNSEL's top 20 holdings: 61/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-17.7%

Value-weighted move of the 10 largest stock positions

Turnover

15%

Last quarter; 56% over the last 4

Top 10 weight

37%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

86%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

NEUMEIER POMA INVESTMENT COUNSEL LLC disclosed 42 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $DY (DYCOM INDUSTRIES INC) at 4.2% of the equity portfolio, followed by $HASI and $SIMO. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $MWH and a full exit from $HURN. The portfolio is most concentrated in Technology (30.4% 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.

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AI-Powered Hedge Fund Analysis: NEUMEIER POMA INVESTMENT COUNSEL LLC

13F Pro is an AI hedge fund tracker and stock research platform. For NEUMEIER POMA INVESTMENT COUNSEL LLC (SEC CIK: 1044936), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in NEUMEIER POMA INVESTMENT COUNSEL LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.