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 SKY
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,378,627 | 475,711 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $40,914,562 | 484,196 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,371,019 | 345,306 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,145,268 | 178,011 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,484,014 | 353,356 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $31,417,869 | 356,616 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $34,423,910 | 362,930 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $26,749,393 | 394,825 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $34,429,050 | 405,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $33,285,188 | 448,225 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $25,018,702 | 392,635 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $25,312,133 | 386,740 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $30,980,466 | 411,810 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $19,715,194 | 382,745 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $18,861,372 | 356,750 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,995,977 | 400,590 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $21,572,230 | 393,080 | Shares | Sole | 2022-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||