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 SHOO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,806,384 | 1,114,575 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $44,032,842 | 1,057,465 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $31,973,734 | 955,010 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,950,894 | 373,265 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,027,109 | 376,393 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $19,203,775 | 451,641 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $24,019,552 | 490,295 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,085,901 | 545,766 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $23,762,121 | 562,018 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $37,292,934 | 887,927 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $26,337,552 | 829,007 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $26,320,386 | 805,151 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $29,918,484 | 831,069 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $39,426,303 | 1,233,614 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $33,029,754 | 1,238,461 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $46,596,371 | 1,446,643 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $50,404,914 | 1,304,475 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $59,591,269 | 1,282,360 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $44,642,096 | 1,111,606 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $44,545,273 | 1,017,945 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $30,360,379 | 814,825 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $28,967,698 | 820,150 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $14,090,934 | 722,612 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $23,341,901 | 945,399 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $35,496,694 | 1,528,054 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||