NEUMEIER POMA INVESTMENT COUNSEL LLC — 13F Holdings & Portfolio
CIK 1044936 · latest 13F-HR filed 2026-08-13
NEUMEIER POMA INVESTMENT COUNSEL LLC manages $1.46B in 13F-reported U.S. long-equity assets across 42 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DY (4.18%), HASI (4.17%), SIMO (4.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 1; 27 existing positions rose in reported value and 9 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-13
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- Centerra Gold Inc.$27.7M +572.5%
- Wiley John & Sons Inc.$26.3M +168.4%
- Willdan Group Inc.$25.4M +154.0%
- Interdigital Inc.$21.8M +105.8%
- Federal Signal Corp.$20.0M +62.8%
Top Trims
- Laureate Education Inc.-$23.8M -55.4%
- Fabrinet-$12.5M -25.0%
- Alamo Group Inc.-$7.0M -34.2%
- Celestica Inc.-$5.9M -86.7%
- Tower Semiconductor LTD.-$5.2M -12.4%
NEUMEIER POMA INVESTMENT COUNSEL LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Dycom Industries Inc. | DY | 267475101 | $61.0M | 4.18% | 120,636 | SH |
| 2 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | HASI | 41068X100 | $60.9M | 4.17% | 1,558,663 | SH |
| 3 | Silicon Motion Technology Corp. | SIMO | 82706C108 | $58.8M | 4.03% | 176,408 | SH |
| 4 | UMB Financial Corp. | UMBF | 902788108 | $58.6M | 4.02% | 410,797 | SH |
| 5 | Federal Signal Corp. | FSS | 313855108 | $51.9M | 3.55% | 404,008 | SH |
| 6 | Champion Homes Inc. | SKY | 830830105 | $51.4M | 3.52% | 583,826 | SH |
| 7 | Blue Bird Corp. | BLBD | 095306106 | $51.1M | 3.50% | 647,540 | SH |
| 8 | MYR Group Inc. | MYRG | 55405W104 | $50.0M | 3.42% | 99,937 | SH |
| 9 | Steven Madden LTD. | SHOO | 556269108 | $49.9M | 3.42% | 1,185,049 | SH |
| 10 | OSI Systems Inc. | OSIS | 671044105 | $48.7M | 3.33% | 222,515 | SH |
| 11 | TTM Technologies Inc. | TTMI | 87305R109 | $45.7M | 3.13% | 244,265 | SH |
| 12 | Acushnet Holdings Corp. | GOLF | 005098108 | $45.3M | 3.10% | 382,099 | SH |
| 13 | FTI Consulting | FCN | 302941109 | $44.7M | 3.06% | 299,975 | SH |
| 14 | Covista Inc. | CVSA | 00737L103 | $44.0M | 3.01% | 353,047 | SH |
| 15 | Tetra Tech Inc. | TTEK | 88162G103 | $43.8M | 3.00% | 1,514,378 | SH |
| 16 | Onespaworld Holdings Limited | OSW | P73684113 | $43.5M | 2.98% | 1,539,032 | SH |
| 17 | Cavco Industries Inc. | CVCO | 149568107 | $42.8M | 2.93% | 69,707 | SH |
| 18 | Interdigital Inc. | IDCC | 45867G101 | $42.4M | 2.90% | 149,579 | SH |
| 19 | Wiley John & Sons Inc. | WLY | 968223206 | $42.0M | 2.87% | 865,460 | SH |
| 20 | Willdan Group Inc. | WLDN | 96924N100 | $41.9M | 2.87% | 530,210 | SH |
| 21 | Fabrinet | FN | G3323L100 | $37.5M | 2.57% | 66,678 | SH |
| 22 | Tower Semiconductor LTD. | TSEM | M87915274 | $36.8M | 2.52% | 141,215 | SH |
| 23 | McGrath RentCorp | MGRC | 580589109 | $35.7M | 2.45% | 295,108 | SH |
| 24 | Centerra Gold Inc. | CGAU | 152006102 | $32.5M | 2.23% | 2,050,698 | SH |
| 25 | Modine Manufacturing Co. | MOD | 607828100 | $31.9M | 2.18% | 119,400 | SH |
| 26 | Lakeland Financial Corp. | LKFN | 511656100 | $30.7M | 2.10% | 497,399 | SH |
| 27 | Pathward Financial Inc. | CASH | 59100U108 | $30.6M | 2.10% | 351,870 | SH |
| 28 | Korn Ferry | KFY | 500643200 | $26.7M | 1.83% | 401,362 | SH |
| 29 | Limbach Holdings Inc. | LMB | 53263P105 | $24.9M | 1.71% | 323,953 | SH |
| 30 | Eplus Inc. | PLUS | 294268107 | $22.9M | 1.57% | 275,000 | SH |
| 31 | UFP Technologies Inc. | UFPT | 902673102 | $22.4M | 1.54% | 84,575 | SH |
| 32 | Primo Brands Corp. | PRMB | 741623102 | $21.4M | 1.47% | 875,785 | SH |
| 33 | ICF International Inc. | ICFI | 44925C103 | $19.5M | 1.34% | 268,045 | SH |
| 34 | Crane NXT Co. | CXT | 224441105 | $19.2M | 1.32% | 375,545 | SH |
| 35 | Laureate Education Inc. | LAUR | 518613203 | $19.1M | 1.31% | 527,050 | SH |
| 36 | Solv Energy Inc. | MWH | 78475V103 | $18.3M | 1.25% | 538,040 | SH |
| 37 | Comfort Systems USA Inc. | FIX | 199908104 | $14.6M | 1.00% | 7,356 | SH |
| 38 | SPDR Gold Trust | GLD | 78463V107 | $13.6M | 0.93% | 36,833 | SH |
| 39 | Alamo Group Inc. | ALG | 011311107 | $13.4M | 0.92% | 81,490 | SH |
| 40 | Exlservice Holdings Inc. | EXLS | 302081104 | $8.0M | 0.55% | 309,798 | SH |
| 41 | iShares Russell 2000 ETF | IWM | 464287655 | $1.5M | 0.10% | 5,000 | SH |
| 42 | Celestica Inc. | CLS | 15101Q207 | $906.9K | 0.06% | 2,486 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $1.46B | 42 | 0001104659-26-095263 |
| 2026-03-31 | 2026-05-13 | $1.21B | 41 | 0001104659-26-059673 |
| 2025-12-31 | 2026-02-11 | $1.21B | 43 | 0001104659-26-012937 |
| 2025-09-30 | 2025-11-12 | $1.22B | 41 | 0001104659-25-109533 |
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