Neumeier Poma Investment Counsel LLC
Neumeier Poma Investment Counsel LLC reported 42 US-listed holdings worth $1.46 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Dycom Industries Inc. (4.2%), HA Sustainable Infrastructure Capital, Inc. (4.2%) and Silicon Motion Technology Corporation (4.0%). Against the quarter before, it opened 2 positions, added to 27, trimmed 13 and sold out of 1.
Reported holdings$1.46B+20.4% on Q1 2026
Positions42+1 on Q1 2026
The largest ten37.1%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Added toTrimmed
The 14 largest of its 42 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 2Added 27Trimmed 13Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Solv Energy Inc. MWH$18.3 million
- iShares Russell 2000 ETF IWM$1.5 million
Added to 27
- Centerra Gold Inc. CGAU+1.8 million shares · +654%
- Willdan Group Inc. WLDN+314,550 shares · +146%
- InterDigital, Inc. IDCC+81,435 shares · +120%
- John Wiley & Sons, Inc. WLY+454,895 shares · +111%
- Federal Signal Corp. FSS+109,142 shares · +37%
- Cavco Industries, Inc. CVCO+15,610 shares · +29%
- Champion Homes, Inc. SKY+108,115 shares · +23%
- UFP Technologies Inc. UFPT+33,720 shares · +66%
and 19 more in the table below
Trimmed 13
- Silicon Motion Technology Corporation SIMO-251,780 shares · -59%
- TTM Technologies Inc. TTMI-255,485 shares · -51%
- MYR Group Inc. MYRG-62,357 shares · -38%
- Laureate Education, Inc. LAUR-704,945 shares · -57%
- Tower Semiconductor Ltd TSEM-98,172 shares · -41%
- Fabrinet FN-29,180 shares · -30%
- Celestica Inc. CLS-21,662 shares · -90%
- Alamo Group Inc. ALG-42,021 shares · -34%
and 5 more in the table below
Sold out of 1
- Huron Consulting Group Inc. HURN$10.7 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Dycom Industries Inc. DY | 120,636 | $61.0 million | 4.18% | -13,247 |
| HA Sustainable Infrastructure Capital, Inc. HASI | 1,558,663 | $60.9 million | 4.17% | +26,919 |
| Silicon Motion Technology Corporation SIMO | 176,408 | $58.8 million | 4.03% | -251,780 |
| UMB Financial Corp. UMBF | 410,797 | $58.6 million | 4.02% | +6,890 |
| Federal Signal Corp. FSS | 404,008 | $51.9 million | 3.55% | +109,142 |
| Champion Homes, Inc. SKY | 583,826 | $51.4 million | 3.52% | +108,115 |
| Blue Bird Corp. BLBD | 647,540 | $51.1 million | 3.50% | +22,345 |
| MYR Group Inc. MYRG | 99,937 | $50.0 million | 3.42% | -62,357 |
| Steven Madden, Ltd. SHOO | 1,185,049 | $49.9 million | 3.42% | +70,474 |
| OSI Systems Inc. OSIS | 222,515 | $48.7 million | 3.33% | +31,085 |
| TTM Technologies Inc. TTMI | 244,265 | $45.7 million | 3.13% | -255,485 |
| Acushnet Holdings Corp. GOLF | 382,099 | $45.3 million | 3.10% | +10,840 |
| FTI Consulting, Inc. FCN | 299,975 | $44.7 million | 3.06% | +46,925 |
| Covista Inc. CVSA | 353,047 | $44.0 million | 3.01% | +10,960 |
| Tetra Tech Inc. TTEK | 1,514,378 | $43.8 million | 3.00% | +210,465 |
| Onespaworld Holdings Ltd. OSW | 1,539,032 | $43.5 million | 2.98% | +217,010 |
| Cavco Industries, Inc. CVCO | 69,707 | $42.8 million | 2.93% | +15,610 |
| InterDigital, Inc. IDCC | 149,579 | $42.4 million | 2.90% | +81,435 |
| John Wiley & Sons, Inc. WLY | 865,460 | $42.0 million | 2.87% | +454,895 |
| Willdan Group Inc. WLDN | 530,210 | $41.9 million | 2.87% | +314,550 |
| Fabrinet FN | 66,678 | $37.5 million | 2.57% | -29,180 |
| Tower Semiconductor Ltd TSEM | 141,215 | $36.8 million | 2.52% | -98,172 |
| McGrath Rentcorp MGRC | 295,108 | $35.7 million | 2.45% | +9,400 |
| Centerra Gold Inc. CGAU | 2,050,698 | $32.5 million | 2.23% | +1,778,855 |
| Modine Manufacturing Co MOD | 119,400 | $31.9 million | 2.18% | +4,880 |
| Lakeland Financial Corp. LKFN | 497,399 | $30.7 million | 2.10% | +19,235 |
| Pathward Financial, Inc. CASH | 351,870 | $30.6 million | 2.10% | -4,330 |
| Korn Ferry KFY | 401,362 | $26.7 million | 1.83% | +5,390 |
| Limbach Hldgs Inc. LMB | 323,953 | $24.9 million | 1.71% | +10,015 |
| Eplus Inc. PLUS | 275,000 | $22.9 million | 1.57% | +1,930 |
| UFP Technologies Inc. UFPT | 84,575 | $22.4 million | 1.54% | +33,720 |
| Primo Brands Corporation PRMB | 875,785 | $21.4 million | 1.47% | +29,860 |
| Icf Intl Inc. ICFI | 268,045 | $19.5 million | 1.34% | -80,381 |
| Crane Nxt, Co. CXT | 375,545 | $19.2 million | 1.32% | +13,270 |
| Laureate Education, Inc. LAUR | 527,050 | $19.1 million | 1.31% | -704,945 |
| Solv Energy Inc. MWH | 538,040 | $18.3 million | 1.25% | new |
| Comfort Systems USA Inc. FIX | 7,356 | $14.6 million | 1.00% | -305 |
| SPDR Gold Trust GLD | 36,833 | $13.6 million | 0.93% | -6,352 |
| Alamo Group Inc. ALG | 81,490 | $13.4 million | 0.92% | -42,021 |
| ExlService Holdings, Inc. EXLS | 309,798 | $8.0 million | 0.55% | +9,600 |
| iShares Russell 2000 ETF IWM | 5,000 | $1.5 million | 0.10% | new |
| Celestica Inc. CLS | 2,486 | $906,893 | 0.06% | -21,662 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.