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 WLY
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,642,526 | 410,565 | Shares | Sole | 2026-05-13 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||