NEUMEIER POMA INVESTMENT COUNSEL LLC
Top Portfolio Positions
41 positions ·
$1,213,284,698 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HASI |
HA Sustainable Infrastructure Capital, Inc.
Financial Services
|
1,531,744 | $56,291,592 | 4.64% | |
| OSIS |
Osi Systems Inc
Technology
|
191,430 | $50,826,579 | 4.19% | |
| FN |
Fabrinet
Technology
|
95,858 | $49,991,864 | 4.12% | |
| TTMI |
Ttm Technologies Inc
Technology
|
499,750 | $48,685,645 | 4.01% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
428,188 | $48,081,230 | 3.96% | |
| MYRG |
Myr Group Inc.
Industrials
|
162,294 | $45,818,842 | 3.78% | |
| UMBF |
Umb Financial Corp
Financial Services
|
403,907 | $45,556,670 | 3.75% | |
| DY |
Dycom Industries Inc
Industrials
|
133,883 | $45,362,238 | 3.74% | |
| FCN |
Fti Consulting, Inc
Industrials
|
253,050 | $44,731,648 | 3.69% | |
| LAUR |
Laureate Education, Inc.
Consumer Defensive
|
1,231,995 | $42,922,705 | 3.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CVCO
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,198,636 | 54,097 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $32,675,010 | 55,312 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,518,967 | 38,777 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,518,534 | 28,816 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,285,139 | 44,811 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $13,518,984 | 30,296 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,683,184 | 29,617 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,087,399 | 17,585 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,203,033 | 18,050 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,450,596 | 21,495 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $15,031,042 | 56,580 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $21,335,875 | 72,325 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $24,060,861 | 75,725 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,937,075 | 74,860 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,143,942 | 68,740 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $12,161,179 | 62,050 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $14,694,258 | 61,010 | Shares | Sole | 2022-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||