Neumeier Poma Investment Counsel LLC
Neumeier Poma Investment Counsel LLC reported 42 holdings worth US$1.46B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Neumeier Poma Investment Counsel LLC reported 42 holdings worth US$1.46B as of Jun 30, 2026. Largest: Dycom Industries, Inc., Ha Sustainable Infrastructure Capital, Inc. and Umb Financial Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 42
- Value as reported
- US$1.46B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Dycom Industries, Inc. | 121K | US$61M | 4.2% |
| Ha Sustainable Infrastructure Capital, Inc. | 1.56M | US$60.9M | 4.2% |
| Umb Financial Corporation | 411K | US$58.6M | 4.0% |
| Federal Signal Corporation | 404K | US$51.9M | 3.6% |
| Champion Homes, Inc. | 584K | US$51.4M | 3.5% |
| Blue Bird Corporation | 648K | US$51.1M | 3.5% |
| Myr Group, Inc. | 99,937 | US$50M | 3.4% |
| Steven Madden, Ltd. | 1.19M | US$49.9M | 3.4% |
| Osi Systems, Inc. | 223K | US$48.7M | 3.3% |
| Ttm Technologies, Inc. | 244K | US$45.7M | 3.1% |
| Acushnet Holdings Corp. | 382K | US$45.3M | 3.1% |
| Fti Consulting, Inc. | 300K | US$44.7M | 3.1% |
| Covista Inc. | 353K | US$44M | 3.0% |
| Tetra Tech, Inc. | 1.51M | US$43.8M | 3.0% |
| Onespaworld Holdings Limited | 1.54M | US$43.5M | 3.0% |
| Cavco Industries, Inc. | 69,707 | US$42.8M | 2.9% |
| Interdigital, Inc. | 150K | US$42.4M | 2.9% |
| John Wiley & Sons, Inc. | 865K | US$42M | 2.9% |
| Willdan Group, Inc. | 530K | US$41.9M | 2.9% |
| Fabrinet | 66,678 | US$37.5M | 2.6% |
| Mcgrath Rentcorp | 295K | US$35.7M | 2.4% |
| Centerra Gold Inc. | 2.05M | US$32.5M | 2.2% |
| Modine Manufacturing Company | 119K | US$31.9M | 2.2% |
| Lakeland Financial Corporation | 497K | US$30.7M | 2.1% |
| Pathward Financial, Inc. | 352K | US$30.6M | 2.1% |
| Korn Ferry | 401K | US$26.7M | 1.8% |
| Limbach Holdings, Inc. | 324K | US$24.9M | 1.7% |
| Eplus Inc. | 275K | US$22.9M | 1.6% |
| Ufp Technologies, Inc. | 84,575 | US$22.4M | 1.5% |
| Primo Brands Corporation | 876K | US$21.4M | 1.5% |
| Icf International, Inc. | 268K | US$19.5M | 1.3% |
| Crane Nxt, Co. | 376K | US$19.2M | 1.3% |
| Laureate Education, Inc. | 527K | US$19.1M | 1.3% |
| Solv Energy, Inc. | 538K | US$18.3M | 1.3% |
| Comfort Systems Usa, Inc. | 7,356 | US$14.6M | 1.00% |
| Alamo Group, Inc. | 81,490 | US$13.4M | 0.92% |
| Exlservice Holdings, Inc. | 310K | US$8.01M | 0.55% |
| Celestica Inc. | 2,486 | US$907K | 0.06% |
| Huron Consulting Group Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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