# NEUMEIER POMA INVESTMENT COUNSEL LLC: Form 13F holdings

An institutional investment manager in CARMEL, CA. SEC CIK 1044936.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $1.46bn
- Positions: 42 (42 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1044936/000110465926095263/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Dycom Industries Inc. (DY)](/companies/dy.md) | COM | $61.0m | 4.2% | 120,636 |  | Reduced −13,247 |
| [Hannon Armstrong Sustainable Infrastructure Capital Inc. (HASI)](/companies/hasi.md) | COM | $60.9m | 4.2% | 1,558,663 |  | Added +26,919 |
| [Silicon Motion Technology Corp. (SIMO)](/companies/simo.md) | SPONSORED ADR | $58.8m | 4.0% | 176,408 |  | Reduced −251,780 |
| [UMB Financial Corp. (UMBF)](/companies/umbf.md) | COM | $58.6m | 4.0% | 410,797 |  | Added +6,890 |
| [Federal Signal Corp. (FSS)](/companies/fss.md) | COM | $51.9m | 3.6% | 404,008 |  | Added +109,142 |
| [Champion Homes Inc. (SKY)](/companies/sky.md) | COM | $51.4m | 3.5% | 583,826 |  | Added +108,115 |
| [Blue Bird Corp. (BLBD)](/companies/blbd.md) | COM | $51.1m | 3.5% | 647,540 |  | Added +22,345 |
| [MYR Group Inc. (MYRG)](/companies/myrg.md) | COM | $50.0m | 3.4% | 99,937 |  | Reduced −62,357 |
| [Steven Madden LTD. (SHOO)](/companies/shoo.md) | COM | $49.9m | 3.4% | 1,185,049 |  | Added +70,474 |
| [OSI Systems Inc. (OSIS)](/companies/osis.md) | COM | $48.7m | 3.3% | 222,515 |  | Added +31,085 |
| [TTM Technologies Inc. (TTMI)](/companies/ttmi.md) | COM | $45.7m | 3.1% | 244,265 |  | Reduced −255,485 |
| [Acushnet Holdings Corp. (GOLF)](/companies/golf.md) | COM | $45.3m | 3.1% | 382,099 |  | Added +10,840 |
| [FTI Consulting (FCN)](/companies/fcn.md) | COM | $44.7m | 3.1% | 299,975 |  | Added +46,925 |
| [Covista Inc. (CVSA)](/companies/cvsa.md) | COM | $44.0m | 3.0% | 353,047 |  | Added +10,960 |
| [Tetra Tech Inc. (TTEK)](/companies/ttek.md) | COM | $43.8m | 3.0% | 1,514,378 |  | Added +210,465 |
| Onespaworld Holdings Limited | COM | $43.5m | 3.0% | 1,539,032 |  | Added +217,010 |
| [Cavco Industries Inc. (CVCO)](/companies/cvco.md) | COM | $42.8m | 2.9% | 69,707 |  | Added +15,610 |
| [Interdigital Inc. (IDCC)](/companies/idcc.md) | COM | $42.4m | 2.9% | 149,579 |  | Added +81,435 |
| [Wiley John & Sons Inc. (WLY)](/companies/wly.md) | CL A | $42.0m | 2.9% | 865,460 |  | Added +454,895 |
| [Willdan Group Inc. (WLDN)](/companies/wldn.md) | COM | $41.9m | 2.9% | 530,210 |  | Added +314,550 |
| Fabrinet | SHS | $37.5m | 2.6% | 66,678 |  | Reduced −29,180 |
| Tower Semiconductor LTD. | SHS | $36.8m | 2.5% | 141,215 |  | Reduced −98,172 |
| [McGrath RentCorp (MGRC)](/companies/mgrc.md) | COM | $35.7m | 2.4% | 295,108 |  | Added +9,400 |
| [Centerra Gold Inc. (CGAU)](/companies/cgau.md) | COM | $32.5m | 2.2% | 2,050,698 |  | Added +1,778,855 |
| [Modine Manufacturing Co. (MOD)](/companies/mod.md) | COM | $31.9m | 2.2% | 119,400 |  | Added +4,880 |
| [Lakeland Financial Corp. (LKFN)](/companies/lkfn.md) | COM | $30.7m | 2.1% | 497,399 |  | Added +19,235 |
| [Pathward Financial Inc. (CASH)](/companies/cash.md) | COM | $30.6m | 2.1% | 351,870 |  | Reduced −4,330 |
| [Korn Ferry (KFY)](/companies/kfy.md) | COM | $26.7m | 1.8% | 401,362 |  | Added +5,390 |
| [Limbach Holdings Inc. (LMB)](/companies/lmb.md) | COM | $24.9m | 1.7% | 323,953 |  | Added +10,015 |
| [Eplus Inc. (PLUS)](/companies/plus.md) | COM | $22.9m | 1.6% | 275,000 |  | Added +1,930 |
| [UFP Technologies Inc. (UFPT)](/companies/ufpt.md) | COM | $22.4m | 1.5% | 84,575 |  | Added +33,720 |
| [Primo Brands Corp. (PRMB)](/companies/prmb.md) | COM | $21.4m | 1.5% | 875,785 |  | Added +29,860 |
| [ICF International Inc. (ICFI)](/companies/icfi.md) | COM | $19.5m | 1.3% | 268,045 |  | Reduced −80,381 |
| [Crane NXT Co. (CXT)](/companies/cxt.md) | COM | $19.2m | 1.3% | 375,545 |  | Added +13,270 |
| [Laureate Education Inc. (LAUR)](/companies/laur.md) | COM | $19.1m | 1.3% | 527,050 |  | Reduced −704,945 |
| [Solv Energy Inc. (MWH)](/companies/mwh.md) | COM | $18.3m | 1.3% | 538,040 |  | New +538,040 |
| [Comfort Systems USA Inc. (FIX)](/companies/fix.md) | COM | $14.6m | 1.0% | 7,356 |  | Reduced −305 |
| [SPDR Gold Trust (GLD)](/companies/gld.md) | ETF | $13.6m | 0.9% | 36,833 |  | Reduced −6,352 |
| [Alamo Group Inc. (ALG)](/companies/alg.md) | COM | $13.4m | 0.9% | 81,490 |  | Reduced −42,021 |
| [Exlservice Holdings Inc. (EXLS)](/companies/exls.md) | COM | $8.0m | 0.5% | 309,798 |  | Added +9,600 |
| iShares Russell 2000 ETF | ETF | $1.5m | 0.1% | 5,000 |  | New +5,000 |
| [Celestica Inc. (CLS)](/companies/cls.md) | COM | $906.9k | <0.1% | 2,486 |  | Reduced −21,662 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Huron Consulting Group Inc. (HURN)](/companies/hurn.md) | COM | $0 | 0.0% | 0 |  | Sold out −83,941 |

Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-095263. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.