NEUMEIER POMA INVESTMENT COUNSEL LLC

CIK

1044936

Location

CARMEL, CA

Portfolio Value

Mid $1,213,284,698

Diversification

Diversified

Filing Date

Global Rank

#1,345 / 8,232 ▲ 118

Top Industry

Engineering & Construction 13.2%

3Y Alpha vs SPY

+7.0%

Period ended 2 months ago

Filed May 13, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+108.9%

SPY

+76.3%

Annualised alpha

+7.0%

Max drawdown

−25.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.6%

+0.2 pts

Top 5

20.9%

+0.6 pts

Top 10

39.4%

+0.9 pts

HHI

298

Diversified+6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	34.5%	$419,121,488	15
Technology	24.5%	$296,663,990	9
Consumer Cyclical	15.6%	$189,246,971	6
Financial Services	13.3%	$161,069,038	4
Consumer Defensive	8.1%	$98,276,998	3
Unclassified	1.5%	$18,582,073	1
Communication Services	1.3%	$15,642,526	1
Healthcare	0.8%	$9,845,528	1
Basic Materials	0.4%	$4,836,086	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
LAUR	Laureate Education, Inc.	+413,655	1,231,995	$42,922,705
FCN	Fti Consulting, Inc	+230,765	253,050	$44,731,648
TTEK	Tetra Tech Inc	+177,310	1,303,913	$39,273,859
BLBD	Blue Bird Corp	+149,005	625,195	$35,504,824
HASI	HA Sustainable Infrastructure Capital, Inc.	+138,945	1,531,744	$56,291,592
CASH	Pathward Financial, Inc.	+92,100	356,200	$31,783,726
FSS	Federal Signal Corp /De/	+71,935	294,866	$31,886,809
UMBF	Umb Financial Corp	+67,195	403,907	$45,556,670
SHOO	Steven Madden, Ltd.	+57,110	1,114,575	$37,806,384
ALG	Alamo Group Inc	+30,445	123,511	$20,375,609
WLY	John Wiley & Sons, Inc.	+16,850	410,565	$15,642,526
CVSA	Covista Inc.	+8,495	342,087	$39,425,526
FN	Fabrinet	+8,187	95,858	$49,991,864
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EXLS	ExlService Holdings, Inc.	−694,485	300,198	$9,141,029
TSEM	Tower Semiconductor Ltd	−217,901	239,387	$42,007,630
HURN	Huron Consulting Group Inc.	−200,915	83,941	$10,701,638
TTMI	Ttm Technologies Inc	−138,040	499,750	$48,685,645
ICFI	ICF International, Inc.	−132,660	348,426	$22,748,733
SIMO	Silicon Motion Technology CORP	−53,630	428,188	$48,081,230
MYRG	Myr Group Inc.	−39,245	162,294	$45,818,842
OSW	ONESPAWORLD HOLDINGS Ltd	−25,720	1,322,022	$30,340,404
PRMB	Primo Brands Corp	−22,160	845,925	$15,928,767
CLS	Celestica Inc	−20,095	24,148	$6,802,008
KFY	Korn Ferry	−15,290	395,972	$24,926,437
GOLF	Acushnet Holdings Corp.	−13,165	371,259	$34,705,291
CXT	Crane NXT, Co.	−8,740	362,275	$14,704,742
SKY	Champion Homes, Inc.	−8,485	475,711	$35,378,627
PLUS	Eplus Inc	−8,360	273,070	$20,548,517
MOD	Modine Manufacturing Co	−7,532	114,520	$24,817,629
FIX	Comfort Systems USA Inc	−6,940	7,661	$10,564,442
MGRC	Mcgrath Rentcorp	−6,295	285,708	$31,507,878
OSIS	Osi Systems Inc	−4,365	191,430	$50,826,579
LMB	Limbach Holdings, Inc.	−4,300	313,938	$24,502,860
LKFN	Lakeland Financial Corp	−4,080	478,164	$27,437,050
DY	Dycom Industries Inc	−2,965	133,883	$45,362,238
IDCC	InterDigital, Inc.	−2,175	68,144	$20,579,488
UFPT	Ufp Technologies Inc	−1,265	50,855	$9,845,528
CVCO	Cavco Industries, Inc.	−1,215	54,097	$26,198,636
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
WLDN	Willdan Group, Inc.	215,660	$16,510,929
CGAU	Centerra Gold Inc.	271,843	$4,836,086
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
LZ	Legalzoom.Com, Inc.	1,597,435	$15,862,529
ECG	Everus Construction Group, Inc.	78,744	$6,737,336
CBZ	CBIZ, Inc.	101,585	$5,124,963
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $1,213,284,698 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Added	1,531,744	+138,945	$56,291,592	+28.6%	4.64%
OSIS	Osi Systems Inc Technology	Reduced	191,430	-4,365	$50,826,579	+1.8%	4.19%
FN	Fabrinet Technology	Added	95,858	+8,187	$49,991,864	+25.2%	4.12%
TTMI	Ttm Technologies Inc Technology	Reduced	499,750	-138,040	$48,685,645	+10.6%	4.01%
SIMO	Silicon Motion Technology CORP Technology	Reduced	428,188	-53,630	$48,081,230	+7.6%	3.96%
MYRG	Myr Group Inc. Industrials	Reduced	162,294	-39,245	$45,818,842	+4.0%	3.78%
UMBF	Umb Financial Corp Financial Services	Added	403,907	+67,195	$45,556,670	+17.6%	3.75%
DY	Dycom Industries Inc Industrials	Reduced	133,883	-2,965	$45,362,238	−1.9%	3.74%
FCN	Fti Consulting, Inc Industrials	Added	253,050	+230,765	$44,731,648	+1075.0%	3.69%
LAUR	Laureate Education, Inc. Consumer Defensive	Added	1,231,995	+413,655	$42,922,705	+55.8%	3.54%
TSEM	Tower Semiconductor Ltd Technology	Reduced	239,387	-217,901	$42,007,630	−21.8%	3.46%
CVSA	Covista Inc. Consumer Defensive	Added	342,087	+8,495	$39,425,526	+14.2%	3.25%
TTEK	Tetra Tech Inc Industrials	Added	1,303,913	+177,310	$39,273,859	+3.9%	3.24%
SHOO	Steven Madden, Ltd. Consumer Cyclical	Added	1,114,575	+57,110	$37,806,384	−14.1%	3.12%
BLBD	Blue Bird Corp Industrials	Added	625,195	+149,005	$35,504,824	+58.6%	2.93%
SKY	Champion Homes, Inc. Consumer Cyclical	Reduced	475,711	-8,485	$35,378,627	−13.5%	2.92%
GOLF	Acushnet Holdings Corp. Consumer Cyclical	Reduced	371,259	-13,165	$34,705,291	+13.1%	2.86%
FSS	Federal Signal Corp /De/ Industrials	Added	294,866	+71,935	$31,886,809	+31.7%	2.63%
CASH	Pathward Financial, Inc. Financial Services	Added	356,200	+92,100	$31,783,726	+69.5%	2.62%
MGRC	Mcgrath Rentcorp Industrials	Reduced	285,708	-6,295	$31,507,878	+2.8%	2.60%
OSW	ONESPAWORLD HOLDINGS Ltd Consumer Cyclical	Reduced	1,322,022	-25,720	$30,340,404	+8.5%	2.50%
LKFN	Lakeland Financial Corp Financial Services	Reduced	478,164	-4,080	$27,437,050	−0.3%	2.26%
CVCO	Cavco Industries, Inc. Consumer Cyclical	Reduced	54,097	-1,215	$26,198,636	−19.8%	2.16%
KFY	Korn Ferry Industrials	Reduced	395,972	-15,290	$24,926,437	−8.2%	2.05%
MOD	Modine Manufacturing Co Consumer Cyclical	Reduced	114,520	-7,532	$24,817,629	+52.3%	2.05%
LMB	Limbach Holdings, Inc. Industrials	Reduced	313,938	-4,300	$24,502,860	−1.1%	2.02%
ICFI	ICF International, Inc. Industrials	Reduced	348,426	-132,660	$22,748,733	−44.6%	1.87%
IDCC	InterDigital, Inc. Technology	Reduced	68,144	-2,175	$20,579,488	−8.1%	1.70%
PLUS	Eplus Inc Technology	Reduced	273,070	-8,360	$20,548,517	−16.7%	1.69%
ALG	Alamo Group Inc Industrials	Added	123,511	+30,445	$20,375,609	+30.4%	1.68%
GLD	Spdr Gold Trust	Held	43,185	0	$18,582,073	+8.6%	1.53%
WLDN	Willdan Group, Inc. Industrials	NEW	215,660	NEW	$16,510,929	NEW	1.36%
PRMB	Primo Brands Corp Consumer Defensive	Reduced	845,925	-22,160	$15,928,767	+12.2%	1.31%
WLY	John Wiley & Sons, Inc. Communication Services	Added	410,565	+16,850	$15,642,526	+29.7%	1.29%
CXT	Crane NXT, Co. Industrials	Reduced	362,275	-8,740	$14,704,742	−15.8%	1.21%
HURN	Huron Consulting Group Inc. Industrials	Reduced	83,941	-200,915	$10,701,638	−78.3%	0.88%
FIX	Comfort Systems USA Inc Industrials	Reduced	7,661	-6,940	$10,564,442	−22.5%	0.87%
UFPT	Ufp Technologies Inc Healthcare	Reduced	50,855	-1,265	$9,845,528	−14.9%	0.81%
EXLS	ExlService Holdings, Inc. Technology	Reduced	300,198	-694,485	$9,141,029	−78.3%	0.75%
CLS	Celestica Inc Technology	Reduced	24,148	-20,095	$6,802,008	−48.0%	0.56%
CGAU	Centerra Gold Inc. Basic Materials	NEW	271,843	NEW	$4,836,086	NEW	0.40%