Neumeier Poma Investment Counsel LLC
Top Portfolio Positions
33 positions ·
$927,112,498 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TSEM |
Tower Semiconductor Ltd
|
457,288 | $53,694,756 | 5.79% |
| OSIS |
Osi Systems Inc
|
195,795 | $49,939,472 | 5.39% |
| HURN |
Huron Consulting Group Inc.
|
284,856 | $49,254,450 | 5.31% |
| DY |
Dycom Industries Inc
|
136,848 | $46,240,939 | 4.99% |
| SIMO |
Silicon Motion Technology CORP
|
481,818 | $44,664,528 | 4.82% |
| MYRG |
Myr Group Inc.
|
201,539 | $44,036,271 | 4.75% |
| TTMI |
Ttm Technologies Inc
|
637,790 | $44,007,510 | 4.75% |
| HASI |
HA Sustainable Infrastructure Capital, Inc.
|
1,392,799 | $43,775,672 | 4.72% |
| ICFI |
ICF International, Inc.
|
481,086 | $41,036,635 | 4.43% |
| FN |
Fabrinet
|
87,671 | $39,914,852 | 4.31% |
Portfolio Trend
Holdings in WLY
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $12,059,490 | 393,715 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $16,011,550 | 395,640 | Shares | Sole | 2025-11-12 | |
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