Neumeier Poma Investment Counsel Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.21B
Q ending 2026-03-31
Prior quarter
$1.21B
Q ending 2025-12-31
Change
+0.3% QoQ · +30.5% YoY
Positions
41
reported holdings
Largest positions
All 41 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Hannon Armstrong Sustainable Infra | HASI | Shares | $56.3M | 1.5M |
| Osi Systems Inc. | OSIS | Shares | $50.8M | 191K |
| Fabrinet | Shares | $50.0M | 96K | |
| Ttm Technologies Inc. | TTMI | Shares | $48.7M | 500K |
| Silicon Motion Technology Corp. | SIMO | Shares | $48.1M | 428K |
| Myr Group Inc. | MYRG | Shares | $45.8M | 162K |
| Umb Financial Corp. | UMBF | Shares | $45.6M | 404K |
| Dycom Industries Inc. | DY | Shares | $45.4M | 134K |
| Fti Consulting | FCN | Shares | $44.7M | 253K |
| Laureate Education Inc. | LAUR | Shares | $42.9M | 1.2M |
| Tower Semiconductor Ltd. | Shares | $42.0M | 239K | |
| Covista Inc. | CVSA | Shares | $39.4M | 342K |
| Tetra Tech Inc. | TTEK | Shares | $39.3M | 1.3M |
| Steven Madden Ltd. | SHOO | Shares | $37.8M | 1.1M |
| Blue Bird Corp. | BLBD | Shares | $35.5M | 625K |
| Champion Homes Inc. | SKY | Shares | $35.4M | 476K |
| Acushnet Holdings Corp. | GOLF | Shares | $34.7M | 371K |
| Federal Signal Corp. | FSS | Shares | $31.9M | 295K |
| Pathward Financial Inc. | CASH | Shares | $31.8M | 356K |
| Mcgrath Rentcorp | MGRC | Shares | $31.5M | 286K |
| Onespaworld Holdings Limited | Shares | $30.3M | 1.3M | |
| Lakeland Financial Corp. | LKFN | Shares | $27.4M | 478K |
| Cavco Industries Inc. | CVCO | Shares | $26.2M | 54K |
| Korn Ferry | KFY | Shares | $24.9M | 396K |
| Modine Manufacturing Co. | MOD | Shares | $24.8M | 115K |
| Limbach Holdings Inc. | LMB | Shares | $24.5M | 314K |
| Icf International Inc. | ICFI | Shares | $22.7M | 348K |
| Interdigital Inc. | IDCC | Shares | $20.6M | 68K |
| Eplus Inc. | PLUS | Shares | $20.5M | 273K |
| Alamo Group Inc. | ALG | Shares | $20.4M | 124K |
| Spdr Gold Trust | GLD | Shares | $18.6M | 43K |
| Willdan Group Inc. | WLDN | Shares | $16.5M | 216K |
| Primo Brands Corp. | PRMB | Shares | $15.9M | 846K |
| Wiley John & Sons Inc. | WLY | Shares | $15.6M | 411K |
| Crane Nxt Co. | CXT | Shares | $14.7M | 362K |
| Huron Consulting Group Inc. | HURN | Shares | $10.7M | 84K |
| Comfort Systems Usa Inc. | FIX | Shares | $10.6M | 8K |
| Ufp Technologies Inc. | UFPT | Shares | $9.8M | 51K |
| Exlservice Holdings Inc. | EXLS | Shares | $9.1M | 300K |
| Celestica Inc. | CLS | Shares | $6.8M | 24K |
| Centerra Gold Inc. | CGAU | Shares | $4.8M | 272K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.