NEUMEIER POMA INVESTMENT COUNSEL LLC
Q2 2026 13F filing
Updated 28 days ago42 disclosed positions worth $1.5B
Full holdings
Every line item disclosed in 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%) |
| 21 | F FN Fabrinet | $37.5M | 66.7K | 2.57% | Trimmed(-30.4%) |
| 22 | T TSEM Tower Semiconductor LTD. | $36.8M | 141.2K | 2.52% | Trimmed(-41.0%) |
| 23 | M MGRC McGrath RentCorp | $35.7M | 295.1K | 2.45% | Added(+3.3%) |
| 24 | C CGAU Centerra Gold Inc. | $32.5M | 2.05M | 2.23% | Added(+654.4%) |
| 25 | M MOD Modine Manufacturing Co. | $31.9M | 119.4K | 2.18% | Added(+4.3%) |
| 26 | L LKFN Lakeland Financial Corp. | $30.7M | 497.4K | 2.10% | Added(+4.0%) |
| 27 | M MSB Pathward Financial Inc. | $30.6M | 351.9K | 2.10% | Trimmed(-1.2%) |
| 28 | K KFY Korn Ferry | $26.7M | 401.4K | 1.83% | Added(+1.4%) |
| 29 | L LMB Limbach Holdings Inc. | $24.9M | 324.0K | 1.71% | Added(+3.2%) |
| 30 | P PLUS Eplus Inc. | $22.9M | 275.0K | 1.57% | Added(+0.7%) |
| 31 | U UFPT UFP Technologies Inc. | $22.4M | 84.6K | 1.54% | Added(+66.3%) |
| 32 | P PRMB Primo Brands Corp. | $21.4M | 875.8K | 1.47% | Added(+3.5%) |
| 33 | I ICFI ICF International Inc. | $19.5M | 268.0K | 1.34% | Trimmed(-23.1%) |
| 34 | C CXT Crane NXT Co. | $19.2M | 375.5K | 1.32% | Added(+3.7%) |
| 35 | L LAUR Laureate Education Inc. | $19.1M | 527.0K | 1.31% | Trimmed(-57.2%) |
| 36 | ? N/A Solv Energy Inc. | $18.3M | 538.0K | 1.25% | — |
| 37 | F FIX Comfort Systems USA Inc. | $14.6M | 7.4K | 1.00% | Trimmed(-4.0%) |
| 38 | G GLD SPDR Gold Trust | $13.6M | 36.8K | 0.93% | Trimmed(-14.7%) |
| 39 | A ALG Alamo Group Inc. | $13.4M | 81.5K | 0.92% | Trimmed(-34.0%) |
| 40 | E EXLS Exlservice Holdings Inc. | $8M | 309.8K | 0.55% | Added(+3.2%) |
| 41 | E ETHA iShares Russell 2000 ETF | $1.5M | 5.0K | 0.10% | — |
| 42 | C CLS Celestica Inc. | $907K | 2.5K | 0.06% | Trimmed(-89.7%) |