NEUMEIER POMA INVESTMENT COUNSEL LLC
CIK 1044936 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.5B
- Posisi
- 42
- Per tanggal
- 30 Juni 2026
#1.898 dari 9.443 berdasarkan nilai 13F · top 20.1%
Nilai portofolio QoQ: +20.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 37,13%
- Bobot 25 kepemilikan teratas
- 78,92%
- Posisi di atas 1%
- 37
- Jumlah posisi efektif
- 34,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 15,12% Perkiraan pembelian $202.113.155 · penjualan $271.894.219
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 72,4% masih dipegang
- Posisi baru
- 2
- Meningkat
- 27
- Menurun
- 13
- Tertutup
- 1
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +40.5% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 96,9% · Opsi dikecualikan: 0,0%
Rincian sektor
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%
Lainnya/Tidak terpetakan
2,3%
Portofolio lengkap 42 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DY Dycom Industries, Inc. Common Stock | $60.992.355 | 4,18% | 120.636 | $15.630.117 | Turun ×3 | ||
| HASI HA Sustainable Infrastructure Capital, Inc. Common Stock | $60.865.790 | 4,17% | 1.558.663 | $4.574.198 | Naik ×6 | ||
| SIMO Silicon Motion Technology Corporation - American Depositary Shares, each representing four ordinary shares | $58.802.079 | 4,03% | 176.408 | $10.720.848 | Turun ×2 | ||
| UMBF UMB Financial Corporation - Common Stock | $58.645.380 | 4,02% | 410.797 | $13.088.709 | Naik ×2 | ||
| FSS Federal Signal Corporation Common Stock | $51.910.988 | 3,55% | 404.008 | $20.024.179 | Naik ×2 | ||
| SKY Champion Homes, Inc. Common Stock | $51.446.747 | 3,52% | 583.826 | $16.068.120 | Naik ×1 | ||
| BLBD Blue Bird Corporation - Common Stock | $51.129.758 | 3,50% | 647.540 | $15.624.934 | Naik ×2 | ||
| MYRG MYR Group, Inc. - Common Stock | $50.008.475 | 3,42% | 99.937 | $4.189.633 | Turun ×2 | ||
| SHOO Steven Madden, Ltd. - Common Stock | $49.890.563 | 3,42% | 1.185.049 | $12.084.179 | Naik ×4 | ||
| OSIS OSI Systems, Inc. - Common Stock | $48.664.031 | 3,33% | 222.515 | $-2.162.548 | Naik ×1 | ||
| TTMI TTM Technologies, Inc. - Common Stock | $45.682.440 | 3,13% | 244.265 | $-3.003.205 | Turun ×3 | ||
| GOLF Acushnet Holdings Corp. Common Stock | $45.290.194 | 3,10% | 382.099 | $10.584.903 | Naik ×1 | ||
| FCN FTI Consulting, Inc. Common Stock | $44.699.275 | 3,06% | 299.975 | $-32.374 | Naik ×2 | ||
| CVSA Covista Inc. Common Shares | $44.010.839 | 3,01% | 353.047 | $4.585.312 | Naik ×3 | ||
| TTEK Tetra Tech, Inc. - Common Stock | $43.750.380 | 3,00% | 1.514.378 | $4.476.520 | Naik ×5 | ||
| OSW OneSpaWorld Holdings Limited - Common Shares | $43.462.264 | 2,98% | 1.539.032 | $13.121.859 | Naik ×1 | ||
| CVCO Cavco Industries, Inc. - Common Stock | $42.826.587 | 2,93% | 69.707 | $16.627.951 | Naik ×1 | ||
| IDCC InterDigital, Inc. - Common Stock | $42.350.302 | 2,90% | 149.579 | $21.770.814 | Naik ×1 | ||
| WLY John Wiley & Sons, Inc. Common Stock | $41.983.465 | 2,87% | 865.460 | $26.340.938 | Naik ×2 | ||
| WLDN Willdan Group, Inc. - Common Stock | $41.939.611 | 2,87% | 530.210 | $25.428.681 | Naik ×1 | ||
| FN Fabrinet Ordinary Shares | $37.478.370 | 2,57% | 66.678 | $-12.513.494 | Turun ×1 | ||
| TSEM Tower Semiconductor Ltd. - Ordinary Shares | $36.806.278 | 2,52% | 141.215 | $-5.201.353 | Turun ×3 | ||
| MGRC McGrath RentCorp - Common Stock | $35.716.921 | 2,45% | 295.108 | $4.209.043 | Naik ×1 | ||
| CGAU Centerra Gold Inc. Common Shares | $32.524.070 | 2,23% | 2.050.698 | $27.687.983 | Naik ×1 | ||
| MOD Modine Manufacturing Company Common Stock | $31.882.188 | 2,18% | 119.400 | $7.064.559 | Naik ×1 | ||
| LKFN Lakeland Financial Corporation - Common Stock | $30.699.466 | 2,10% | 497.399 | $3.262.416 | Naik ×1 | ||
| CASH Pathward Financial, Inc. - Common Stock | $30.633.802 | 2,10% | 351.870 | $-1.149.924 | Turun ×1 | ||
| KFY Korn Ferry Common Stock | $26.722.682 | 1,83% | 401.362 | $1.796.245 | Naik ×1 | ||
| LMB Limbach Holdings, Inc. - Common Stock | $24.944.381 | 1,71% | 323.953 | $441.520 | Naik ×1 | ||
| PLUS ePlus inc. - Common Stock | $22.888.250 | 1,57% | 275.000 | $2.339.732 | Naik ×1 | ||
| UFPT UFP Technologies, Inc. - Common Stock | $22.423.370 | 1,54% | 84.575 | $12.577.842 | Naik ×1 | ||
| PRMB Primo Brands Corporation Class A Common Stock | $21.404.185 | 1,47% | 875.785 | $5.475.417 | Naik ×1 | ||
| ICFI ICF International, Inc. - Common Stock | $19.529.759 | 1,34% | 268.045 | $-3.218.975 | Turun ×2 | ||
| CXT Crane NXT, Co. Common Stock | $19.212.882 | 1,32% | 375.545 | $4.508.140 | Naik ×1 | ||
| LAUR Laureate Education, Inc. - Common Stock | $19.142.456 | 1,31% | 527.050 | $-23.780.250 | Turun ×1 | ||
| MWH SOLV Energy, Inc. - Class A common stock | $18.320.262 | 1,25% | 538.040 | Naik ×1 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $14.579.224 | 1,00% | 7.356 | $4.014.782 | Turun ×4 | ||
| GLD | $13.568.541 | 0,93% | 36.833 | $-5.013.533 | Turun ×1 | ||
| ALG Alamo Group, Inc. Common Stock | $13.404.290 | 0,92% | 81.490 | $-6.971.320 | Turun ×1 | ||
| EXLS ExlService Holdings, Inc. - Common Stock | $8.011.376 | 0,55% | 309.798 | $-1.129.653 | Naik ×1 | ||
| IWM | $1.502.250 | 0,10% | 5.000 | ||||
| CLS Celestica, Inc. Common Stock | $906.893 | 0,06% | 2.486 | $-5.895.116 | Turun ×5 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| MWH | $18.320.262 | 538.040 | 1,25% |
| IWM | $1.502.250 | 5.000 | 0,10% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| WLY | Beli lebih banyak | +455K | +$26.3M |
| WLDN | Beli lebih banyak | +315K | +$25.4M |
| LAUR | Dipangkas | -705K | -$23.8M |
| IDCC | Beli lebih banyak | +81K | +$21.8M |
| FSS | Beli lebih banyak | +109K | +$20.0M |
| CVCO | Beli lebih banyak | +16K | +$16.6M |
| SKY | Beli lebih banyak | +108K | +$16.1M |
| DY | Dipangkas | -13K | +$15.6M |
| BLBD | Beli lebih banyak | +22K | +$15.6M |
| OSW | Beli lebih banyak | +217K | +$13.1M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| WNS | 31 Des. 2025 | 323.313 | $24.659.083 | Tidak lagi dilacak |
| PBH | 30 Sep. 2025 | 222.495 | $17.766.226 | -19,8% |
| LZ | 31 Maret 2026 | 1.597.435 | $15.862.530 | 1,9% |
| DFIN | 30 Sep. 2025 | 220.730 | $13.608.005 | -5,3% |
| NVEE | 30 Sep. 2025 | 540.395 | $12.477.721 | Tidak lagi dilacak |
| REVG | 31 Maret 2026 | 185.660 | $11.289.985 | Tidak lagi dilacak |
| HURN | 30 Juni 2026 | 83.941 | $10.701.638 | 79,3% |
| FORM | 30 Juni 2025 | 305.390 | $8.639.483 | 235,9% |
| VECO | 30 Juni 2025 | 404.852 | $8.129.428 | 134,4% |
| AMAL | 30 Juni 2025 | 242.155 | $6.961.956 | 57,9% |
| AUB | 30 Juni 2025 | 216.645 | $6.746.325 | 32,0% |
| ECG | 31 Maret 2026 | 78.744 | $6.737.337 | 6,4% |
| TGLS | 31 Des. 2025 | 97.941 | $6.553.232 | -18,9% |
| CCS | 30 Juni 2025 | 76.458 | $5.130.332 | 24,3% |
| CBZ | 31 Maret 2026 | 101.585 | $5.124.963 | 104,5% |
| VC | 31 Maret 2025 | 46.504 | $4.125.835 | 38,6% |
| IWM | 30 Juni 2025 | 2.425 | $483.763 | Tidak lagi dilacak |