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 IDCC
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,579,488 | 68,144 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,388,163 | 70,319 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $33,633,687 | 97,424 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,517,425 | 162,857 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $37,527,192 | 181,510 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $42,123,251 | 217,444 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $39,801,570 | 281,025 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,106,791 | 309,770 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $34,165,675 | 320,925 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $36,588,834 | 337,100 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $29,460,116 | 367,150 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $41,332,089 | 428,090 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $31,296,699 | 429,310 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $21,972,583 | 444,070 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $17,339,775 | 428,990 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $37,342,752 | 614,190 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $39,605,445 | 620,775 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $47,984,937 | 669,900 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $43,726,945 | 644,750 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $42,694,068 | 584,610 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $35,299,455 | 556,335 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $31,441,948 | 518,160 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $27,842,427 | 487,950 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $19,928,097 | 351,900 | Shares | Sole | 2020-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||