NEUMEIER POMA INVESTMENT COUNSEL LLC
An institutional investment manager in CARMEL, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 1044936.
- Reported value$1.46bn
- Positions42
Holdings: 42 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Dycom Industries Inc.DY | COM | 267475101 | 61.0 | 4.2% | 120,636 | Reduced−13,247 | |
| Hannon Armstrong Sustainable Infrastructure Capital Inc.HASI | COM | 41068X100 | 60.9 | 4.2% | 1,558,663 | Added+26,919 | |
| Silicon Motion Technology Corp.SIMO | SPONSORED ADR | 82706C108 | 58.8 | 4.0% | 176,408 | Reduced−251,780 | |
| UMB Financial Corp.UMBF | COM | 902788108 | 58.6 | 4.0% | 410,797 | Added+6,890 | |
| Federal Signal Corp.FSS | COM | 313855108 | 51.9 | 3.6% | 404,008 | Added+109,142 | |
| Champion Homes Inc.SKY | COM | 830830105 | 51.4 | 3.5% | 583,826 | Added+108,115 | |
| Blue Bird Corp.BLBD | COM | 095306106 | 51.1 | 3.5% | 647,540 | Added+22,345 | |
| MYR Group Inc.MYRG | COM | 55405W104 | 50.0 | 3.4% | 99,937 | Reduced−62,357 | |
| Steven Madden LTD.SHOO | COM | 556269108 | 49.9 | 3.4% | 1,185,049 | Added+70,474 | |
| OSI Systems Inc.OSIS | COM | 671044105 | 48.7 | 3.3% | 222,515 | Added+31,085 | |
| TTM Technologies Inc.TTMI | COM | 87305R109 | 45.7 | 3.1% | 244,265 | Reduced−255,485 | |
| Acushnet Holdings Corp.GOLF | COM | 005098108 | 45.3 | 3.1% | 382,099 | Added+10,840 | |
| FTI ConsultingFCN | COM | 302941109 | 44.7 | 3.1% | 299,975 | Added+46,925 | |
| Covista Inc.CVSA | COM | 00737L103 | 44.0 | 3.0% | 353,047 | Added+10,960 | |
| Tetra Tech Inc.TTEK | COM | 88162G103 | 43.8 | 3.0% | 1,514,378 | Added+210,465 | |
| Onespaworld Holdings Limited | COM | P73684113 | 43.5 | 3.0% | 1,539,032 | Added+217,010 | |
| Cavco Industries Inc.CVCO | COM | 149568107 | 42.8 | 2.9% | 69,707 | Added+15,610 | |
| Interdigital Inc.IDCC | COM | 45867G101 | 42.4 | 2.9% | 149,579 | Added+81,435 | |
| Wiley John & Sons Inc.WLY | CL A | 968223206 | 42.0 | 2.9% | 865,460 | Added+454,895 | |
| Willdan Group Inc.WLDN | COM | 96924N100 | 41.9 | 2.9% | 530,210 | Added+314,550 | |
| Fabrinet | SHS | G3323L100 | 37.5 | 2.6% | 66,678 | Reduced−29,180 | |
| Tower Semiconductor LTD. | SHS | M87915274 | 36.8 | 2.5% | 141,215 | Reduced−98,172 | |
| McGrath RentCorpMGRC | COM | 580589109 | 35.7 | 2.4% | 295,108 | Added+9,400 | |
| Centerra Gold Inc.CGAU | COM | 152006102 | 32.5 | 2.2% | 2,050,698 | Added+1,778,855 | |
| Modine Manufacturing Co.MOD | COM | 607828100 | 31.9 | 2.2% | 119,400 | Added+4,880 | |
| Lakeland Financial Corp.LKFN | COM | 511656100 | 30.7 | 2.1% | 497,399 | Added+19,235 | |
| Pathward Financial Inc.CASH | COM | 59100U108 | 30.6 | 2.1% | 351,870 | Reduced−4,330 | |
| Korn FerryKFY | COM | 500643200 | 26.7 | 1.8% | 401,362 | Added+5,390 | |
| Limbach Holdings Inc.LMB | COM | 53263P105 | 24.9 | 1.7% | 323,953 | Added+10,015 | |
| Eplus Inc.PLUS | COM | 294268107 | 22.9 | 1.6% | 275,000 | Added+1,930 | |
| UFP Technologies Inc.UFPT | COM | 902673102 | 22.4 | 1.5% | 84,575 | Added+33,720 | |
| Primo Brands Corp.PRMB | COM | 741623102 | 21.4 | 1.5% | 875,785 | Added+29,860 | |
| ICF International Inc.ICFI | COM | 44925C103 | 19.5 | 1.3% | 268,045 | Reduced−80,381 | |
| Crane NXT Co.CXT | COM | 224441105 | 19.2 | 1.3% | 375,545 | Added+13,270 | |
| Laureate Education Inc.LAUR | COM | 518613203 | 19.1 | 1.3% | 527,050 | Reduced−704,945 | |
| Solv Energy Inc.MWH | COM | 78475V103 | 18.3 | 1.3% | 538,040 | New+538,040 | |
| Comfort Systems USA Inc.FIX | COM | 199908104 | 14.6 | 1.0% | 7,356 | Reduced−305 | |
| SPDR Gold TrustGLD | ETF | 78463V107 | 13.6 | 0.9% | 36,833 | Reduced−6,352 | |
| Alamo Group Inc.ALG | COM | 011311107 | 13.4 | 0.9% | 81,490 | Reduced−42,021 | |
| Exlservice Holdings Inc.EXLS | COM | 302081104 | 8.0 | 0.5% | 309,798 | Added+9,600 | |
| iShares Russell 2000 ETF | ETF | 464287655 | 1.5 | 0.1% | 5,000 | New+5,000 | |
| Celestica Inc.CLS | COM | 15101Q207 | 0.9 | <0.1% | 2,486 | Reduced−21,662 |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Huron Consulting Group Inc.HURN | COM | 447462102 | 0.0 | 0.0% | 0 | Sold out−83,941 |
Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-095263 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.