NEUMEIER POMA INVESTMENT COUNSEL LLC

CIK

1044936

City

CARMEL

State / Country

Stock

FN — Fabrinet

Top Portfolio Positions

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

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$49,991,864	95,858	+9.3%	Shares	Sole	2026-05-13
2025-12-31	$39,914,852	87,671	-0.8%	Shares	Sole	2026-02-11
2025-09-30	$32,229,126	88,391	-33.7%	Shares	Sole	2025-11-12
2025-06-30	$39,316,205	133,420	+33.0%	Shares	Sole	2025-08-12
2025-03-31	$19,810,845	100,303	+79.7%	Shares	Sole	2025-05-12
2024-12-31	$12,271,942	55,812	-49.5%	Shares	Sole	2025-02-12
2024-09-30	$26,119,999	110,472	+30.4%	Shares	Sole	2024-11-13
2024-06-30	$20,741,546	84,732	-25.8%	Shares	Sole	2024-08-13
2024-03-31	$21,570,773	114,119	-30.9%	Shares	Sole	2024-05-13
2023-12-31	$31,421,389	165,089	-22.9%	Shares	Sole	2024-02-13
2023-09-30	$35,675,674	214,114	-15.4%	Shares	Sole	2023-11-09
2023-06-30	$32,853,016	252,949	-44.0%	Shares	Sole	2023-08-10
2023-03-31	$53,644,960	451,709	-2.5%	Shares	Sole	2023-05-10
2022-12-31	$59,411,249	463,354	-18.2%	Shares	Sole	2023-02-10
2022-09-30	$54,098,482	566,773	-16.1%	Shares	Sole	2022-11-09
2022-06-30	$54,773,155	675,378	-4.0%	Shares	Sole	2022-08-10
2022-03-31	$73,936,772	703,289	-6.6%	Shares	Sole	2022-05-11
2021-12-31	$89,249,256	753,349	+1.4%	Shares	Sole	2022-02-11
2021-09-30	$76,185,329	743,199	-1.1%	Shares	Sole	2021-11-10
2021-06-30	$72,014,092	751,164	+5.8%	Shares	Sole	2021-08-12
2021-03-31	$64,149,692	709,699	+15.0%	Shares	Sole	2021-05-12
2020-12-31	$47,864,029	616,884	-27.3%	Shares	Sole	2021-02-10
2020-09-30	$53,505,158	848,884	+2.8%	Shares	Sole	2020-11-10
2020-06-30	$51,551,679	825,884	+2.3%	Shares	Sole	2020-08-12
2020-03-31	$44,028,228	806,969	—	Shares	Sole	2020-05-13
No 13F history on record for this holder in this stock.