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NEUMEIER POMA INVESTMENT COUNSEL LLC
hedge fundUpdated 28 days agoManaged by Neumeier Poma Investment Counsel Llc • Latest filing Q2 2026
Portfolio value
$1.5B
Q2 2026
Filings
17
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
3.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 17 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2022 | $1.3B |
| Q3 2022 | $1B |
| Q4 2022 | $1.1B |
| Q1 2023 | $1.1B |
| Q2 2023 | $1.1B |
| Q3 2023 | $1B |
| Q4 2023 | $1.1B |
| Q1 2024 | $1.1B |
| Q2 2024 | $1.1B |
| Q3 2024 | $1B |
| Q4 2024 | $1B |
| Q1 2025 | $929.9M |
| Q2 2025 | $1.1B |
| Q3 2025 | $1.2B |
| Q4 2025 | $1.2B |
| Q1 2026 | $1.2B |
| Q2 2026 | $1.5B |
Top holdings
42 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | D DY Dycom Industries Inc. | $61M | 120.6K | 4.18% | Trimmed(-9.9%) |
| 2 | H HASI Hannon Armstrong Sustainable Infrastructure Capital Inc. | $60.9M | 1.56M | 4.17% | Added(+1.8%) |
| 3 | S SIMO Silicon Motion Technology Corp. | $58.8M | 176.4K | 4.03% | Trimmed(-58.8%) |
| 4 | U UMBFO UMB Financial Corp. | $58.6M | 410.8K | 4.01% | Added(+1.7%) |
| 5 | F FSS Federal Signal Corp. | $51.9M | 404.0K | 3.55% | Added(+37.0%) |
| 6 | S SKY Champion Homes Inc. | $51.4M | 583.8K | 3.52% | Added(+22.7%) |
| 7 | B BLBD Blue Bird Corp. | $51.1M | 647.5K | 3.50% | Added(+3.6%) |
| 8 | M MYRG MYR Group Inc. | $50M | 99.9K | 3.42% | Trimmed(-38.4%) |
| 9 | S SNEX Steven Madden LTD. | $49.9M | 1.19M | 3.42% | Added(+6.3%) |
| 10 | O OSIS OSI Systems Inc. | $48.7M | 222.5K | 3.33% | Added(+16.2%) |
| 11 | T TTMI TTM Technologies Inc. | $45.7M | 244.3K | 3.13% | Trimmed(-51.1%) |
| 12 | G GOLF Acushnet Holdings Corp. | $45.3M | 382.1K | 3.10% | Added(+2.9%) |
| 13 | F FCN FTI Consulting | $44.7M | 300.0K | 3.06% | Added(+18.5%) |
| 14 | C CVSA Covista Inc. | $44M | 353.0K | 3.01% | Added(+3.2%) |
| 15 | T TTEK Tetra Tech Inc. | $43.8M | 1.51M | 3.00% | Added(+16.1%) |
| 16 | O OSW Onespaworld Holdings Limited | $43.5M | 1.54M | 2.98% | Added(+16.4%) |
| 17 | C CVCO Cavco Industries Inc. | $42.8M | 69.7K | 2.93% | Added(+28.9%) |
| 18 | I IDCC Interdigital Inc. | $42.4M | 149.6K | 2.90% | Added(+119.5%) |
| 19 | W WLYB Wiley John & Sons Inc. | $42M | 865.5K | 2.87% | Added(+110.8%) |
| 20 | W WLDN Willdan Group Inc. | $41.9M | 530.2K | 2.87% | Added(+145.8%) |