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NEUMEIER POMA INVESTMENT COUNSEL LLC 13F holdings

Filed 2026-08-13 · NEUMEIER POMA INVESTMENT COUNSEL LLC · 42 positions · $1.5B

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TickerCompanySharesValue% of portfolio
DYDycom Industries Inc.120.6K$61.0M4.2%
HASIHannon Armstrong Sustainable Infrastructure Capital Inc.1.6M$60.9M4.2%
SIMOSilicon Motion Technology Corp.176.4K$58.8M4.0%
UMBFUMB Financial Corp.410.8K$58.6M4.0%
FSSFederal Signal Corp.404.0K$51.9M3.6%
SKYChampion Homes Inc.583.8K$51.4M3.5%
BLBDBlue Bird Corp.647.5K$51.1M3.5%
MYRGMYR Group Inc.99.9K$50.0M3.4%
SHOOSteven Madden LTD.1.2M$49.9M3.4%
OSISOSI Systems Inc.222.5K$48.7M3.3%
TTMITTM Technologies Inc.244.3K$45.7M3.1%
GOLFAcushnet Holdings Corp.382.1K$45.3M3.1%
FCNFTI Consulting300.0K$44.7M3.1%
CVSACovista Inc.353.0K$44.0M3.0%
TTEKTetra Tech Inc.1.5M$43.8M3.0%
—Onespaworld Holdings Limited1.5M$43.5M3.0%
CVCOCavco Industries Inc.69.7K$42.8M2.9%
IDCCInterdigital Inc.149.6K$42.4M2.9%
WLYWiley John & Sons Inc.865.5K$42.0M2.9%
WLDNWilldan Group Inc.530.2K$41.9M2.9%
FNFabrinet66.7K$37.5M2.6%
TSEMTower Semiconductor LTD.141.2K$36.8M2.5%
MGRCMcGrath RentCorp295.1K$35.7M2.4%
CGAUCenterra Gold Inc.2.1M$32.5M2.2%
MODModine Manufacturing Co.119.4K$31.9M2.2%
LKFNLakeland Financial Corp.497.4K$30.7M2.1%
CASHPathward Financial Inc.351.9K$30.6M2.1%
KFYKorn Ferry401.4K$26.7M1.8%
LMBLimbach Holdings Inc.324.0K$24.9M1.7%
PLUSEplus Inc.275.0K$22.9M1.6%
UFPTUFP Technologies Inc.84.6K$22.4M1.5%
PRMBPrimo Brands Corp.875.8K$21.4M1.5%
ICFIICF International Inc.268.0K$19.5M1.3%
CXTCrane NXT Co.375.5K$19.2M1.3%
LAURLaureate Education Inc.527.0K$19.1M1.3%
MWHSolv Energy Inc.538.0K$18.3M1.3%
FIXComfort Systems USA Inc.7.4K$14.6M1.0%
GLDSPDR Gold Trust36.8K$13.6M0.9%
ALGAlamo Group Inc.81.5K$13.4M0.9%
EXLSExlservice Holdings Inc.309.8K$8.0M0.5%
IWMiShares Russell 2000 ETF5.0K$1.5M0.1%
CLSCelestica Inc.2.5K$906,8930.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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