NEUMEIER POMA INVESTMENT COUNSEL LLC

CIK

1044936

Location

CARMEL, CA

Portfolio Value

Mid $1,213,284,698

Diversification

Diversified

Filing Date

Global Rank

#1,594 / 8,622 ▲ 40 · as of Mar 2026

Top Industry

Engineering & Construction 13.2%

3Y Alpha vs SPY

+5.7%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+92.8%

SPY

+67.9%

Annualised alpha

+5.6%

Max drawdown

−25.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

41 tracked 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 tracked 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%

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.