Neumeier Poma Investment Counsel LLC 13F holdings
Neumeier Poma Investment Counsel LLC reported 42 positions with a total reported value of $1.5B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: Dycom Industries Inc. (4.2%), Hannon Armstrong Sustainable Infrastructure Capital Inc. (4.2%), SIMO Silicon Motion Technology Corp. (4.0%), UMB Financial Corp. (4.0%), FSS Federal Signal Corp. (3.6%). Against 2026-03-31 it opened 2 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 42 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| Dycom Industries Inc. | 120,636 | $61.0M | 4.2% |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1,558,663 | $60.9M | 4.2% |
| SIMO Silicon Motion Technology Corp. | 176,408 | $58.8M | 4.0% |
| UMB Financial Corp. | 410,797 | $58.6M | 4.0% |
| FSS Federal Signal Corp. | 404,008 | $51.9M | 3.6% |
| SKY Champion Homes Inc. | 583,826 | $51.4M | 3.5% |
| BLBD Blue Bird Corp. | 647,540 | $51.1M | 3.5% |
| MYRG MYR Group Inc. | 99,937 | $50.0M | 3.4% |
| SHOO Steven Madden LTD. | 1,185,049 | $49.9M | 3.4% |
| OSIS OSI Systems Inc. | 222,515 | $48.7M | 3.3% |
| TTMI TTM Technologies Inc. | 244,265 | $45.7M | 3.1% |
| GOLF Acushnet Holdings Corp. | 382,099 | $45.3M | 3.1% |
| FCN FTI Consulting | 299,975 | $44.7M | 3.1% |
| CVSA Covista Inc. | 353,047 | $44.0M | 3.0% |
| TTEK Tetra Tech Inc. | 1,514,378 | $43.8M | 3.0% |
| OSW Onespaworld Holdings Limited | 1,539,032 | $43.5M | 3.0% |
| Cavco Industries Inc. | 69,707 | $42.8M | 2.9% |
| IDCC Interdigital Inc. | 149,579 | $42.4M | 2.9% |
| WLY Wiley John & Sons Inc. | 865,460 | $42.0M | 2.9% |
| WLDN Willdan Group Inc. | 530,210 | $41.9M | 2.9% |
| FN Fabrinet | 66,678 | $37.5M | 2.6% |
| TSEM Tower Semiconductor LTD. | 141,215 | $36.8M | 2.5% |
| MGRC McGrath RentCorp | 295,108 | $35.7M | 2.4% |
| CGAU Centerra Gold Inc. | 2,050,698 | $32.5M | 2.2% |
| Modine Manufacturing Co. | 119,400 | $31.9M | 2.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MWH Solv Energy Inc. | 538,040 | $18.3M | 1.3% |
| iShares Russell 2000 ETF | 5,000 | $1.5M | 0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| HURN Huron Consulting Group Inc. | 83,941 | $10.7M | 0.9% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CGAU Centerra Gold Inc. | 271,843 | 2,050,698 | +654.4% | $32.5M |
| WLDN Willdan Group Inc. | 215,660 | 530,210 | +145.9% | $41.9M |
| IDCC Interdigital Inc. | 68,144 | 149,579 | +119.5% | $42.4M |
| WLY Wiley John & Sons Inc. | 410,565 | 865,460 | +110.8% | $42.0M |
| FSS Federal Signal Corp. | 294,866 | 404,008 | +37.0% | $51.9M |
| Cavco Industries Inc. | 54,097 | 69,707 | +28.9% | $42.8M |
| SKY Champion Homes Inc. | 475,711 | 583,826 | +22.7% | $51.4M |
| UFPT UFP Technologies Inc. | 50,855 | 84,575 | +66.3% | $22.4M |
| FCN FTI Consulting | 253,050 | 299,975 | +18.5% | $44.7M |
| OSIS OSI Systems Inc. | 191,430 | 222,515 | +16.2% | $48.7M |
| OSW Onespaworld Holdings Limited | 1,322,022 | 1,539,032 | +16.4% | $43.5M |
| TTEK Tetra Tech Inc. | 1,303,913 | 1,514,378 | +16.1% | $43.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SIMO Silicon Motion Technology Corp. | 428,188 | 176,408 | -58.8% | $58.8M |
| TTMI TTM Technologies Inc. | 499,750 | 244,265 | -51.1% | $45.7M |
| MYRG MYR Group Inc. | 162,294 | 99,937 | -38.4% | $50.0M |
| LAUR Laureate Education Inc. | 1,231,995 | 527,050 | -57.2% | $19.1M |
| TSEM Tower Semiconductor LTD. | 239,387 | 141,215 | -41.0% | $36.8M |
| FN Fabrinet | 95,858 | 66,678 | -30.4% | $37.5M |
| CLS Celestica Inc. | 24,148 | 2,486 | -89.7% | $906.9K |
| ALG Alamo Group Inc. | 123,511 | 81,490 | -34.0% | $13.4M |
| Dycom Industries Inc. | 133,883 | 120,636 | -9.9% | $61.0M |
| ICF International Inc. | 348,426 | 268,045 | -23.1% | $19.5M |
| GLD SPDR Gold Trust | 43,185 | 36,833 | -14.7% | $13.6M |
| FIX Comfort Systems USA Inc. | 7,661 | 7,356 | -4.0% | $14.6M |
CIK 1044936 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
