NEUMEIER POMA INVESTMENT COUNSEL LLC

CIK

1044936

Location

CARMEL, CA

Portfolio Value

Mid $1,459,151,153

Diversification

Diversified

Filing Date

Global Rank

#1,581 / 8,700 ▲ 437

Top Industry

Engineering & Construction 14.6%

Period ended 2 months ago

Filed Aug 13, 2026 · 31d

26 quarters · since Mar 2020

Portfolio Concentration

41 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.2%

−0.5 pts

Top 5

20.0%

−1.0 pts

Top 10

37.2%

−2.3 pts

HHI

289

Diversified−9

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	34.2%	$498,540,976	14
Technology	20.7%	$301,590,015	9
Consumer Cyclical	18.1%	$264,798,540	6
Financial Services	12.4%	$180,844,437	4
Consumer Defensive	5.8%	$84,557,480	3
Communication Services	2.9%	$41,983,464	1
Basic Materials	2.2%	$32,524,070	1
Healthcare	1.5%	$22,423,369	1
Utilities	1.3%	$18,320,262	1
Unclassified	0.9%	$13,568,540	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGAU	Centerra Gold Inc.	+1,778,855	2,050,698	$32,524,070
WLY	John Wiley & Sons, Inc.	+454,895	865,460	$41,983,464
WLDN	Willdan Group, Inc.	+314,550	530,210	$41,939,611
OSW	ONESPAWORLD HOLDINGS Ltd	+217,010	1,539,032	$43,462,263
TTEK	Tetra Tech Inc	+210,465	1,514,378	$43,750,380
FSS	Federal Signal Corp /De/	+109,142	404,008	$51,910,987
SKY	Champion Homes, Inc.	+108,115	583,826	$51,446,747
IDCC	InterDigital, Inc.	+81,435	149,579	$42,350,302
SHOO	Steven Madden, Ltd.	+70,474	1,185,049	$49,890,562
FCN	Fti Consulting, Inc	+46,925	299,975	$44,699,274
UFPT	Ufp Technologies Inc	+33,720	84,575	$22,423,369
OSIS	Osi Systems Inc	+31,085	222,515	$48,664,030
PRMB	Primo Brands Corp	+29,860	875,785	$21,404,185
HASI	HA Sustainable Infrastructure Capital, Inc.	+26,919	1,558,663	$60,865,790
BLBD	Blue Bird Corp	+22,345	647,540	$51,129,758
LKFN	Lakeland Financial Corp	+19,235	497,399	$30,699,466
CVCO	Cavco Industries, Inc.	+15,610	69,707	$42,826,586
CXT	Crane NXT, Co.	+13,270	375,545	$19,212,882
CVSA	Covista Inc.	+10,960	353,047	$44,010,839
GOLF	Acushnet Holdings Corp.	+10,840	382,099	$45,290,194
LMB	Limbach Holdings, Inc.	+10,015	323,953	$24,944,381
EXLS	ExlService Holdings, Inc.	+9,600	309,798	$8,011,376
MGRC	Mcgrath Rentcorp	+9,400	295,108	$35,716,921
UMBF	Umb Financial Corp	+6,890	410,797	$58,645,379
KFY	Korn Ferry	+5,390	401,362	$26,722,681
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
LAUR	Laureate Education, Inc.	−704,945	527,050	$19,142,456
TTMI	Ttm Technologies Inc	−255,485	244,265	$45,682,440
SIMO	Silicon Motion Technology CORP	−251,780	176,408	$58,802,078
TSEM	Tower Semiconductor Ltd	−98,172	141,215	$36,806,277
ICFI	ICF International, Inc.	−80,381	268,045	$19,529,758
MYRG	Myr Group Inc.	−62,357	99,937	$50,008,474
ALG	Alamo Group Inc	−42,021	81,490	$13,404,290
FN	Fabrinet	−29,180	66,678	$37,478,370
CLS	Celestica Inc	−21,662	2,486	$906,892
DY	Dycom Industries Inc	−13,247	120,636	$60,992,355
GLD	Spdr Gold Trust	−6,352	36,833	$13,568,540
CASH	Pathward Financial, Inc.	−4,330	351,870	$30,633,802
FIX	Comfort Systems USA Inc	−305	7,356	$14,579,224
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MWH	SOLV Energy, Inc.	538,040	$18,320,262
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
HURN	Huron Consulting Group Inc.	83,941	$10,701,638
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 tracked positions · $1,459,151,153 total · filing declares 42 positions · $1,460,653,419 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DY	Dycom Industries Inc Industrials	Reduced	120,636	-13,247	$60,992,355	+34.5%	4.18%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Added	1,558,663	+26,919	$60,865,790	+8.1%	4.17%
SIMO	Silicon Motion Technology CORP Technology	Reduced	176,408	-251,780	$58,802,078	+22.3%	4.03%
UMBF	Umb Financial Corp Financial Services	Added	410,797	+6,890	$58,645,379	+28.7%	4.02%
FSS	Federal Signal Corp /De/ Industrials	Added	404,008	+109,142	$51,910,987	+62.8%	3.56%
SKY	Champion Homes, Inc. Consumer Cyclical	Added	583,826	+108,115	$51,446,747	+45.4%	3.53%
BLBD	Blue Bird Corp Industrials	Added	647,540	+22,345	$51,129,758	+44.0%	3.50%
MYRG	Myr Group Inc. Industrials	Reduced	99,937	-62,357	$50,008,474	+9.1%	3.43%
SHOO	Steven Madden, Ltd. Consumer Cyclical	Added	1,185,049	+70,474	$49,890,562	+32.0%	3.42%
OSIS	Osi Systems Inc Technology	Added	222,515	+31,085	$48,664,030	−4.3%	3.34%
TTMI	Ttm Technologies Inc Technology	Reduced	244,265	-255,485	$45,682,440	−6.2%	3.13%
GOLF	Acushnet Holdings Corp. Consumer Cyclical	Added	382,099	+10,840	$45,290,194	+30.5%	3.10%
FCN	Fti Consulting, Inc Industrials	Added	299,975	+46,925	$44,699,274	−0.1%	3.06%
CVSA	Covista Inc. Consumer Defensive	Added	353,047	+10,960	$44,010,839	+11.6%	3.02%
TTEK	Tetra Tech Inc Industrials	Added	1,514,378	+210,465	$43,750,380	+11.4%	3.00%
OSW	ONESPAWORLD HOLDINGS Ltd Consumer Cyclical	Added	1,539,032	+217,010	$43,462,263	+43.2%	2.98%
CVCO	Cavco Industries, Inc. Consumer Cyclical	Added	69,707	+15,610	$42,826,586	+63.5%	2.94%
IDCC	InterDigital, Inc. Technology	Added	149,579	+81,435	$42,350,302	+105.8%	2.90%
WLY	John Wiley & Sons, Inc. Communication Services	Added	865,460	+454,895	$41,983,464	+168.4%	2.88%
WLDN	Willdan Group, Inc. Industrials	Added	530,210	+314,550	$41,939,611	+154.0%	2.87%
FN	Fabrinet Technology	Reduced	66,678	-29,180	$37,478,370	−25.0%	2.57%
TSEM	Tower Semiconductor Ltd Technology	Reduced	141,215	-98,172	$36,806,277	−12.4%	2.52%
MGRC	Mcgrath Rentcorp Industrials	Added	295,108	+9,400	$35,716,921	+13.4%	2.45%
CGAU	Centerra Gold Inc. Basic Materials	Added	2,050,698	+1,778,855	$32,524,070	+572.5%	2.23%
MOD	Modine Manufacturing Co Consumer Cyclical	Added	119,400	+4,880	$31,882,188	+28.5%	2.18%
LKFN	Lakeland Financial Corp Financial Services	Added	497,399	+19,235	$30,699,466	+11.9%	2.10%
CASH	Pathward Financial, Inc. Financial Services	Reduced	351,870	-4,330	$30,633,802	−3.6%	2.10%
KFY	Korn Ferry Industrials	Added	401,362	+5,390	$26,722,681	+7.2%	1.83%
LMB	Limbach Holdings, Inc. Industrials	Added	323,953	+10,015	$24,944,381	+1.8%	1.71%
PLUS	Eplus Inc Technology	Added	275,000	+1,930	$22,888,250	+11.4%	1.57%
UFPT	Ufp Technologies Inc Healthcare	Added	84,575	+33,720	$22,423,369	+127.8%	1.54%
PRMB	Primo Brands Corp Consumer Defensive	Added	875,785	+29,860	$21,404,185	+34.4%	1.47%
ICFI	ICF International, Inc. Industrials	Reduced	268,045	-80,381	$19,529,758	−14.2%	1.34%
CXT	Crane NXT, Co. Industrials	Added	375,545	+13,270	$19,212,882	+30.7%	1.32%
LAUR	Laureate Education, Inc. Consumer Defensive	Reduced	527,050	-704,945	$19,142,456	−55.4%	1.31%
MWH	SOLV Energy, Inc. Utilities	NEW	538,040	NEW	$18,320,262	NEW	1.26%
FIX	Comfort Systems USA Inc Industrials	Reduced	7,356	-305	$14,579,224	+38.0%	1.00%
GLD	Spdr Gold Trust	Reduced	36,833	-6,352	$13,568,540	−27.0%	0.93%
ALG	Alamo Group Inc Industrials	Reduced	81,490	-42,021	$13,404,290	−34.2%	0.92%
EXLS	ExlService Holdings, Inc. Technology	Added	309,798	+9,600	$8,011,376	−12.4%	0.55%
CLS	Celestica Inc Technology	Reduced	2,486	-21,662	$906,892	−86.7%	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.