Neumeier Poma Investment Counsel Llc Portfolio Stock Holdings
Neumeier Poma Investment Counsel Llc disclosed 41 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include Hannon Armstrong Sustainable Infrastructure Capital Inc., OSI Systems Inc., and Fabrinet. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 41
- Portfolio Value
- $1.2B
Holdings by Sector
Neumeier Poma Investment Counsel Llc Portfolio Holdings in Q1 2026
40 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | HASI | Real Estate | 4.64% | 1,531,744 | +138,945 | +9.98% | $56,291,592 |
| OSI Systems Inc. | OSIS | Technology | 4.19% | 191,430 | -4,365 | -2.23% | $50,826,579 |
| Fabrinet | FN | Other | 4.12% | 95,858 | +8,187 | +9.34% | $49,991,864 |
| TTM Technologies Inc. | TTMI | Technology | 4.01% | 499,750 | -138,040 | -21.64% | $48,685,645 |
| Silicon Motion Technology Corp. | SIMO | Technology | 3.96% | 428,188 | -53,630 | -11.13% | $48,081,231 |
| MYR Group Inc. | MYRG | Industrials | 3.78% | 162,294 | -39,245 | -19.47% | $45,818,842 |
| UMB Financial Corp. | UMBF | Financial Services | 3.75% | 403,907 | +67,195 | +19.96% | $45,556,671 |
| Dycom Industries Inc. | DY | Industrials | 3.74% | 133,883 | -2,965 | -2.17% | $45,362,238 |
| FTI Consulting | FCN | Industrials | 3.69% | 253,050 | +230,765 | +1035.52% | $44,731,649 |
| Laureate Education Inc. | LAUR | Consumer Defensive | 3.54% | 1,231,995 | +413,655 | +50.55% | $42,922,706 |
| Covista Inc. | ATGE | Consumer Defensive | 3.25% | 342,087 | +8,495 | +2.55% | $39,425,527 |
| Tetra Tech Inc. | TTEK | Industrials | 3.24% | 1,303,913 | +177,310 | +15.74% | $39,273,860 |
| Steven Madden LTD. | SHOO | Consumer Cyclical | 3.12% | 1,114,575 | +57,110 | +5.40% | $37,806,384 |
| Blue Bird Corp. | BLBD | Industrials | 2.93% | 625,195 | +149,005 | +31.29% | $35,504,824 |
| Champion Homes Inc. | SKY | Consumer Cyclical | 2.92% | 475,711 | -8,485 | -1.75% | $35,378,627 |
| Acushnet Holdings Corp. | GOLF | Consumer Cyclical | 2.86% | 371,259 | -13,165 | -3.42% | $34,705,291 |
| Federal Signal Corp. | FSS | Industrials | 2.63% | 294,866 | +71,935 | +32.27% | $31,886,809 |
| Pathward Financial Inc. | CASH | Financial Services | 2.62% | 356,200 | +92,100 | +34.87% | $31,783,726 |
| McGrath RentCorp | MGRC | Industrials | 2.60% | 285,708 | -6,295 | -2.16% | $31,507,878 |
| Onespaworld Holdings Limited | OSW | Other | 2.50% | 1,322,022 | -25,720 | -1.91% | $30,340,405 |
| Lakeland Financial Corp. | LKFN | Financial Services | 2.26% | 478,164 | -4,080 | -0.85% | $27,437,050 |
| Cavco Industries Inc. | CVCO | Consumer Cyclical | 2.16% | 54,097 | -1,215 | -2.20% | $26,198,636 |
| Korn Ferry | KFY | Industrials | 2.05% | 395,972 | -15,290 | -3.72% | $24,926,437 |
| Modine Manufacturing Co. | MOD | Consumer Cyclical | 2.05% | 114,520 | -7,532 | -6.17% | $24,817,629 |
| Limbach Holdings Inc. | LMB | Industrials | 2.02% | 313,938 | -4,300 | -1.35% | $24,502,861 |
| ICF International Inc. | ICFI | Industrials | 1.87% | 348,426 | -132,660 | -27.58% | $22,748,734 |
| Interdigital Inc. | IDCC | Technology | 1.70% | 68,144 | -2,175 | -3.09% | $20,579,488 |
| Eplus Inc. | PLUS | Technology | 1.69% | 273,070 | -8,360 | -2.97% | $20,548,518 |
| Alamo Group Inc. | ALG | Industrials | 1.68% | 123,511 | +30,445 | +32.71% | $20,375,610 |
| SPDR Gold Trust | GLD | Other | 1.53% | 43,185 | - | - | $18,582,074 |
| Willdan Group Inc. | WLDN | Industrials | 1.36% | 215,660 | +215,660 | +100.00% | $16,510,930 |
| Primo Brands Corp. | 741623102 | Other | 1.31% | 845,925 | -22,160 | -2.55% | $15,928,768 |
| Wiley John & Sons Inc. | WLY | Communication Services | 1.29% | 410,565 | +16,850 | +4.28% | $15,642,527 |
| Crane NXT Co. | CXT | Industrials | 1.21% | 362,275 | -8,740 | -2.36% | $14,704,742 |
| Huron Consulting Group Inc. | HURN | Industrials | 0.88% | 83,941 | -200,915 | -70.53% | $10,701,638 |
| Comfort Systems USA Inc. | FIX | Industrials | 0.87% | 7,661 | -6,940 | -47.53% | $10,564,442 |
| UFP Technologies Inc. | UFPT | Healthcare | 0.81% | 50,855 | -1,265 | -2.43% | $9,845,528 |
| Exlservice Holdings Inc. | EXLS | Technology | 0.75% | 300,198 | -694,485 | -69.82% | $9,141,029 |
| Celestica Inc. | CLS | Technology | 0.56% | 24,148 | -20,095 | -45.42% | $6,802,009 |
| Centerra Gold Inc. | CGAU | Basic Materials | 0.40% | 271,843 | +271,843 | +100.00% | $4,836,087 |