NEUMEIER POMA INVESTMENT COUNSEL LLC
13F Reported Value
ⓘ$1.5B
Holdings
42
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 56.3#1,182
Quality
$61.0M120,636 sh - 43.5#1,964
Quality
$60.9M1,558,663 sh - —
Quality
$58.8M176,408 sh - 77.3
Quality
$58.6M410,797 sh - 68.7
Quality
$51.9M404,008 sh - 60.6
Quality
$51.4M583,826 sh - 63.3
Quality
$51.1M647,540 sh - 59.2
Quality
$50.0M99,937 sh - —
Quality
$49.9M1,185,049 sh - 59.2
Quality
$48.7M222,515 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 DYCOM INDUSTRIES INC$DY | 56.3#1,182 | $61.0M | 120,636 |
 HA Sustainable Infrastructure Capital, Inc.$HASI | 43.5#1,964 | $60.9M | 1,558,663 |
 Silicon Motion Technology CORP$SIMO | — | $58.8M | 176,408 |
 UMB FINANCIAL CORP$UMBF | 77.3 | $58.6M | 410,797 |
 FEDERAL SIGNAL CORP /DE/$FSS | 68.7 | $51.9M | 404,008 |
 Champion Homes, Inc.$SKY | 60.6 | $51.4M | 583,826 |
 Blue Bird Corp$BLBD | 63.3 | $51.1M | 647,540 |
 MYR GROUP INC.$MYRG | 59.2 | $50.0M | 99,937 |
 STEVEN MADDEN, LTD.$SHOO | — | $49.9M | 1,185,049 |
 OSI SYSTEMS INC$OSIS | 59.2 | $48.7M | 222,515 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NEUMEIER POMA INVESTMENT COUNSEL LLC's 42 positions.
Showing top 10 of 42 holdings.
Sector Allocation
Technology
$443.5M
Industrials
$390.1M
Financials
$194.4M
Consumer Discretionary
$158.3M
Energy
$111.0M
Communication Services
$85.4M
Materials
$32.5M
Healthcare
$22.4M
Full Holdings — NEUMEIER POMA INVESTMENT COUNSEL LLC (Q2 2026)
All 42 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 | $DY | DYCOM INDUSTRIES INC | $61.0M | 4.2% | -10% | 56.3 |
| 2 | $HASI | HA Sustainable Infrastructure Capital, Inc. | $60.9M | 4.2% | +2% | 43.5 |
| 3 | $SIMO | Silicon Motion Technology CORP | $58.8M | 4.0% | -59% | — |
| 4 | $UMBF | UMB FINANCIAL CORP | $58.6M | 4.0% | +2% | 77.3 |
| 5 | $FSS | FEDERAL SIGNAL CORP /DE/ | $51.9M | 3.5% | +37% | 68.7 |
| 6 | $SKY | Champion Homes, Inc. | $51.4M | 3.5% | +23% | 60.6 |
| 7 | $BLBD | Blue Bird Corp | $51.1M | 3.5% | +4% | 63.3 |
| 8 | $MYRG | MYR GROUP INC. | $50.0M | 3.4% | -38% | 59.2 |
| 9 | $SHOO | STEVEN MADDEN, LTD. | $49.9M | 3.4% | +6% | — |
| 10 | $OSIS | OSI SYSTEMS INC | $48.7M | 3.3% | +16% | 59.2 |
| 11 |  $TTMI | TTM TECHNOLOGIES INC | $45.7M | 3.1% | -51% | 62.6 |
| 12 |  $GOLF | Acushnet Holdings Corp. | $45.3M | 3.1% | +3% | 47.5 |
| 13 |  $FCN | FTI CONSULTING, INC | $44.7M | 3.1% | +19% | 56.4 |
| 14 |  $CVSA | Covista Inc. | $44.0M | 3.0% | +3% | 65.1 |
| 15 |  $TTEK | TETRA TECH INC | $43.8M | 3.0% | +16% | 60.2 |
| 16 |  $OSW | ONESPAWORLD HOLDINGS Ltd | $43.5M | 3.0% | +16% | — |
| 17 |  $CVCO | CAVCO INDUSTRIES, INC. | $42.8M | 2.9% | +29% | 62.6 |
| 18 |  $IDCC | InterDigital, Inc. | $42.4M | 2.9% | +120% | 65 |
| 19 |  $WLY | JOHN WILEY & SONS, INC. | $42.0M | 2.9% | +111% | 51.7 |
| 20 |  $WLDN | Willdan Group, Inc. | $41.9M | 2.9% | +146% | 63.7 |
| 21 |  $FN | Fabrinet | $37.5M | 2.6% | -30% | 62.8 |
| 22 |  $TSEM | TOWER SEMICONDUCTOR LTD | $36.8M | 2.5% | -41% | — |
| 23 |  $MGRC | MCGRATH RENTCORP | $35.7M | 2.5% | +3% | 59.5 |
| 24 |  $CGAU | Centerra Gold Inc. | $32.5M | 2.2% | +654% | — |
| 25 |  $MOD | MODINE MANUFACTURING CO | $31.9M | 2.2% | +4% | 56.3 |
| 26 |  $LKFN | LAKELAND FINANCIAL CORP | $30.7M | 2.1% | +4% | 51.9 |
| 27 |  $CASH | PATHWARD FINANCIAL, INC. | $30.6M | 2.1% | -1% | 50.8 |
| 28 |  $KFY | KORN FERRY | $26.7M | 1.8% | +1% | 58.9 |
| 29 |  $LMB | Limbach Holdings, Inc. | $24.9M | 1.7% | +3% | 55.7 |
| 30 |  $PLUS | EPLUS INC | $22.9M | 1.6% | +1% | 49.9 |
| 31 |  $UFPT | UFP TECHNOLOGIES INC | $22.4M | 1.5% | +66% | 63.1 |
| 32 |  $PRMB | Primo Brands Corp | $21.4M | 1.5% | +4% | 60 |
| 33 |  $ICFI | ICF International, Inc. | $19.5M | 1.3% | -23% | 50.4 |
| 34 |  $CXT | Crane NXT, Co. | $19.2M | 1.3% | +4% | 62.8 |
| 35 |  $LAUR | LAUREATE EDUCATION, INC. | $19.1M | 1.3% | -57% | 61.7 |
| 36 |  $MWH | SOLV Energy, Inc. | $18.3M | 1.3% | NEW | — |
| 37 |  $FIX | COMFORT SYSTEMS USA INC | $14.6M | 1.0% | -4% | 77.7 |
| 38 |  $GLD | SPDR GOLD TRUST | $13.6M | 0.9% | -15% | — |
| 39 |  $ALG | ALAMO GROUP INC | $13.4M | 0.9% | -34% | 47 |
| 40 |  $EXLS | ExlService Holdings, Inc. | $8.0M | 0.6% | +3% | 65.3 |
| 41 | — | iShares Russell 2000 ETF - ETF | $1.5M | 0.1% | NEW | — |
| 42 |  $CLS | CELESTICA INC | $906,893 | 0.1% | -90% | 69.8 |
New Positions (2)
$MWH SOLV Energy, Inc.$18.3MExited Positions (1)
$HURN Huron Consulting Group Inc.Browse Top Institutional Investors
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