NEUMEIER POMA INVESTMENT COUNSEL LLC
CIK 1044936 · View on SEC EDGAR ↗
- Portfolio value
- $1.5B
- Positions
- 42
- As of
- June 30, 2026
#1,898 of 9,443 by 13F value · top 20.1%
Portfolio value QoQ: +20.4% 13F does not disclose cash
- Top 10 holdings weight
- 37.13%
- Top 25 holdings weight
- 78.92%
- Positions above 1%
- 37
- Effective number of positions
- 34.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 15.12% Est. buys $202,113,155 · sells $271,894,219
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 72.4% still held
- New positions
- 2
- Increased
- 27
- Decreased
- 13
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +40.5% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 96.9% · Options excluded: 0.0%
Sector breakdown
Industrials
47.5%
Technology
9.4%
Financials
8.2%
Diversified Consumer Services
7.3%
Consumer products
6.5%
Consumer Discretionary
6.5%
Financial Services
4.2%
Communication Services
2.9%
Materials
2.2%
Health Care
1.5%
Consumer Staples
1.5%
Other/Unmapped
2.3%
Full portfolio 42 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DY Dycom Industries, Inc. Common Stock | $60,992,355 | 4.18% | 120,636 | $15,630,117 | Down ×3 | ||
| HASI HA Sustainable Infrastructure Capital, Inc. Common Stock | $60,865,790 | 4.17% | 1,558,663 | $4,574,198 | Up ×6 | ||
| SIMO Silicon Motion Technology Corporation - American Depositary Shares, each representing four ordinary shares | $58,802,079 | 4.03% | 176,408 | $10,720,848 | Down ×2 | ||
| UMBF UMB Financial Corporation - Common Stock | $58,645,380 | 4.02% | 410,797 | $13,088,709 | Up ×2 | ||
| FSS Federal Signal Corporation Common Stock | $51,910,988 | 3.55% | 404,008 | $20,024,179 | Up ×2 | ||
| SKY Champion Homes, Inc. Common Stock | $51,446,747 | 3.52% | 583,826 | $16,068,120 | Up ×1 | ||
| BLBD Blue Bird Corporation - Common Stock | $51,129,758 | 3.50% | 647,540 | $15,624,934 | Up ×2 | ||
| MYRG MYR Group, Inc. - Common Stock | $50,008,475 | 3.42% | 99,937 | $4,189,633 | Down ×2 | ||
| SHOO Steven Madden, Ltd. - Common Stock | $49,890,563 | 3.42% | 1,185,049 | $12,084,179 | Up ×4 | ||
| OSIS OSI Systems, Inc. - Common Stock | $48,664,031 | 3.33% | 222,515 | $-2,162,548 | Up ×1 | ||
| TTMI TTM Technologies, Inc. - Common Stock | $45,682,440 | 3.13% | 244,265 | $-3,003,205 | Down ×3 | ||
| GOLF Acushnet Holdings Corp. Common Stock | $45,290,194 | 3.10% | 382,099 | $10,584,903 | Up ×1 | ||
| FCN FTI Consulting, Inc. Common Stock | $44,699,275 | 3.06% | 299,975 | $-32,374 | Up ×2 | ||
| CVSA Covista Inc. Common Shares | $44,010,839 | 3.01% | 353,047 | $4,585,312 | Up ×3 | ||
| TTEK Tetra Tech, Inc. - Common Stock | $43,750,380 | 3.00% | 1,514,378 | $4,476,520 | Up ×5 | ||
| OSW OneSpaWorld Holdings Limited - Common Shares | $43,462,264 | 2.98% | 1,539,032 | $13,121,859 | Up ×1 | ||
| CVCO Cavco Industries, Inc. - Common Stock | $42,826,587 | 2.93% | 69,707 | $16,627,951 | Up ×1 | ||
| IDCC InterDigital, Inc. - Common Stock | $42,350,302 | 2.90% | 149,579 | $21,770,814 | Up ×1 | ||
| WLY John Wiley & Sons, Inc. Common Stock | $41,983,465 | 2.87% | 865,460 | $26,340,938 | Up ×2 | ||
| WLDN Willdan Group, Inc. - Common Stock | $41,939,611 | 2.87% | 530,210 | $25,428,681 | Up ×1 | ||
| FN Fabrinet Ordinary Shares | $37,478,370 | 2.57% | 66,678 | $-12,513,494 | Down ×1 | ||
| TSEM Tower Semiconductor Ltd. - Ordinary Shares | $36,806,278 | 2.52% | 141,215 | $-5,201,353 | Down ×3 | ||
| MGRC McGrath RentCorp - Common Stock | $35,716,921 | 2.45% | 295,108 | $4,209,043 | Up ×1 | ||
| CGAU Centerra Gold Inc. Common Shares | $32,524,070 | 2.23% | 2,050,698 | $27,687,983 | Up ×1 | ||
| MOD Modine Manufacturing Company Common Stock | $31,882,188 | 2.18% | 119,400 | $7,064,559 | Up ×1 | ||
| LKFN Lakeland Financial Corporation - Common Stock | $30,699,466 | 2.10% | 497,399 | $3,262,416 | Up ×1 | ||
| CASH Pathward Financial, Inc. - Common Stock | $30,633,802 | 2.10% | 351,870 | $-1,149,924 | Down ×1 | ||
| KFY Korn Ferry Common Stock | $26,722,682 | 1.83% | 401,362 | $1,796,245 | Up ×1 | ||
| LMB Limbach Holdings, Inc. - Common Stock | $24,944,381 | 1.71% | 323,953 | $441,520 | Up ×1 | ||
| PLUS ePlus inc. - Common Stock | $22,888,250 | 1.57% | 275,000 | $2,339,732 | Up ×1 | ||
| UFPT UFP Technologies, Inc. - Common Stock | $22,423,370 | 1.54% | 84,575 | $12,577,842 | Up ×1 | ||
| PRMB Primo Brands Corporation Class A Common Stock | $21,404,185 | 1.47% | 875,785 | $5,475,417 | Up ×1 | ||
| ICFI ICF International, Inc. - Common Stock | $19,529,759 | 1.34% | 268,045 | $-3,218,975 | Down ×2 | ||
| CXT Crane NXT, Co. Common Stock | $19,212,882 | 1.32% | 375,545 | $4,508,140 | Up ×1 | ||
| LAUR Laureate Education, Inc. - Common Stock | $19,142,456 | 1.31% | 527,050 | $-23,780,250 | Down ×1 | ||
| MWH SOLV Energy, Inc. - Class A common stock | $18,320,262 | 1.25% | 538,040 | Up ×1 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $14,579,224 | 1.00% | 7,356 | $4,014,782 | Down ×4 | ||
| GLD | $13,568,541 | 0.93% | 36,833 | $-5,013,533 | Down ×1 | ||
| ALG Alamo Group, Inc. Common Stock | $13,404,290 | 0.92% | 81,490 | $-6,971,320 | Down ×1 | ||
| EXLS ExlService Holdings, Inc. - Common Stock | $8,011,376 | 0.55% | 309,798 | $-1,129,653 | Up ×1 | ||
| IWM | $1,502,250 | 0.10% | 5,000 | ||||
| CLS Celestica, Inc. Common Stock | $906,893 | 0.06% | 2,486 | $-5,895,116 | Down ×5 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| MWH | $18,320,262 | 538,040 | 1.25% |
| IWM | $1,502,250 | 5,000 | 0.10% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| WLY | Bought more | +455K | +$26.3M |
| WLDN | Bought more | +315K | +$25.4M |
| LAUR | Trimmed | -705K | -$23.8M |
| IDCC | Bought more | +81K | +$21.8M |
| FSS | Bought more | +109K | +$20.0M |
| CVCO | Bought more | +16K | +$16.6M |
| SKY | Bought more | +108K | +$16.1M |
| DY | Trimmed | -13K | +$15.6M |
| BLBD | Bought more | +22K | +$15.6M |
| OSW | Bought more | +217K | +$13.1M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| WNS | Dec. 31, 2025 | 323,313 | $24,659,083 | No longer tracked |
| PBH | Sept. 30, 2025 | 222,495 | $17,766,226 | -19.8% |
| LZ | March 31, 2026 | 1,597,435 | $15,862,530 | 1.9% |
| DFIN | Sept. 30, 2025 | 220,730 | $13,608,005 | -5.3% |
| NVEE | Sept. 30, 2025 | 540,395 | $12,477,721 | No longer tracked |
| REVG | March 31, 2026 | 185,660 | $11,289,985 | No longer tracked |
| HURN | June 30, 2026 | 83,941 | $10,701,638 | 79.3% |
| FORM | June 30, 2025 | 305,390 | $8,639,483 | 235.9% |
| VECO | June 30, 2025 | 404,852 | $8,129,428 | 134.4% |
| AMAL | June 30, 2025 | 242,155 | $6,961,956 | 57.9% |
| AUB | June 30, 2025 | 216,645 | $6,746,325 | 32.0% |
| ECG | March 31, 2026 | 78,744 | $6,737,337 | 6.4% |
| TGLS | Dec. 31, 2025 | 97,941 | $6,553,232 | -18.9% |
| CCS | June 30, 2025 | 76,458 | $5,130,332 | 24.3% |
| CBZ | March 31, 2026 | 101,585 | $5,124,963 | 104.5% |
| VC | March 31, 2025 | 46,504 | $4,125,835 | 38.6% |
| IWM | June 30, 2025 | 2,425 | $483,763 | No longer tracked |