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 |
|---|---|---|---|---|
| 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
Holdings in TSEM
Shares Held
Position Value (USD)
19 of 19 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,007,630 | 239,387 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $53,694,756 | 457,288 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $56,492,906 | 781,368 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $30,996,767 | 715,035 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,292,126 | 681,215 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $33,034,135 | 641,315 | Shares | Sole | 2025-02-12 | |
| 2023-03-31 | $10,193,819 | 240,024 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,112,588 | 280,384 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $22,637,009 | 515,180 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $28,385,922 | 614,680 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $32,786,886 | 677,415 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $49,817,248 | 1,255,475 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $36,869,690 | 1,233,100 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $36,768,811 | 1,249,365 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $35,542,522 | 1,267,565 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $32,176,625 | 1,246,190 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $19,729,527 | 1,082,850 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $20,410,073 | 1,069,150 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $15,064,140 | 946,240 | Shares | Sole | 2020-05-13 | |
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