Neumeier Poma Investment Counsel Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Neumeier Poma Investment Counsel Llc disclosed 41 stock positions valued at approximately $1.46B as of quarter-end June 30, 2026. The largest holdings include Dycom Industries Inc., Hannon Armstrong Sustainable Infrastructure Capital Inc., and Silicon Motion Technology Corp..
- Report Period
- June 30, 2026
- No. of Stocks
- 41
- Portfolio Value
- $1.46B
Holdings by Sector
Neumeier Poma Investment Counsel Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Dycom Industries Inc. | DY | Industrials | 4.18% | 120,636 | -13,247 | -9.89% | $60,992,355 |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | HASI | Real Estate | 4.17% | 1,558,663 | +26,919 | +1.76% | $60,865,790 |
| Silicon Motion Technology Corp. | SIMO | Technology | 4.03% | 176,408 | -251,780 | -58.80% | $58,802,079 |
| UMB Financial Corp. | UMBF | Financial Services | 4.02% | 410,797 | +6,890 | +1.71% | $58,645,380 |
| Federal Signal Corp. | FSS | Industrials | 3.55% | 404,008 | +109,142 | +37.01% | $51,910,988 |
| Champion Homes Inc. | SKY | Consumer Cyclical | 3.52% | 583,826 | +108,115 | +22.73% | $51,446,747 |
| Blue Bird Corp. | BLBD | Industrials | 3.50% | 647,540 | +22,345 | +3.57% | $51,129,758 |
| MYR Group Inc. | MYRG | Industrials | 3.42% | 99,937 | -62,357 | -38.42% | $50,008,475 |
| Steven Madden LTD. | SHOO | Consumer Cyclical | 3.42% | 1,185,049 | +70,474 | +6.32% | $49,890,563 |
| OSI Systems Inc. | OSIS | Technology | 3.33% | 222,515 | +31,085 | +16.24% | $48,664,031 |
| TTM Technologies Inc. | TTMI | Technology | 3.13% | 244,265 | -255,485 | -51.12% | $45,682,440 |
| Acushnet Holdings Corp. | GOLF | Consumer Cyclical | 3.10% | 382,099 | +10,840 | +2.92% | $45,290,194 |
| FTI Consulting | FCN | Industrials | 3.06% | 299,975 | +46,925 | +18.54% | $44,699,275 |
| Covista Inc. | ATGE | Consumer Defensive | 3.01% | 353,047 | +10,960 | +3.20% | $44,010,839 |
| Tetra Tech Inc. | TTEK | Industrials | 3.00% | 1,514,378 | +210,465 | +16.14% | $43,750,380 |
| Onespaworld Holdings Limited | OSW | Other | 2.98% | 1,539,032 | +217,010 | +16.42% | $43,462,264 |
| Cavco Industries Inc. | CVCO | Consumer Cyclical | 2.93% | 69,707 | +15,610 | +28.86% | $42,826,587 |
| Interdigital Inc. | IDCC | Technology | 2.90% | 149,579 | +81,435 | +119.50% | $42,350,302 |
| Wiley John & Sons Inc. | WLY | Communication Services | 2.87% | 865,460 | +454,895 | +110.80% | $41,983,465 |
| Willdan Group Inc. | WLDN | Industrials | 2.87% | 530,210 | +314,550 | +145.85% | $41,939,611 |
| Fabrinet | FN | Other | 2.57% | 66,678 | -29,180 | -30.44% | $37,478,370 |
| Tower Semiconductor LTD. | TSEM | Other | 2.52% | 141,215 | -98,172 | -41.01% | $36,806,278 |
| McGrath RentCorp | MGRC | Industrials | 2.45% | 295,108 | +9,400 | +3.29% | $35,716,921 |
| Centerra Gold Inc. | CGAU | Basic Materials | 2.23% | 2,050,698 | +1,778,855 | +654.37% | $32,524,070 |
| Modine Manufacturing Co. | MOD | Consumer Cyclical | 2.18% | 119,400 | +4,880 | +4.26% | $31,882,188 |
| Lakeland Financial Corp. | LKFN | Financial Services | 2.10% | 497,399 | +19,235 | +4.02% | $30,699,466 |
| Pathward Financial Inc. | CASH | Financial Services | 2.10% | 351,870 | -4,330 | -1.22% | $30,633,802 |
| Korn Ferry | KFY | Industrials | 1.83% | 401,362 | +5,390 | +1.36% | $26,722,682 |
| Limbach Holdings Inc. | LMB | Industrials | 1.71% | 323,953 | +10,015 | +3.19% | $24,944,381 |
| Eplus Inc. | PLUS | Technology | 1.57% | 275,000 | +1,930 | +0.71% | $22,888,250 |
Showing 30 of 41 holdings in the latest reporting period.