NEUMEIER POMA INVESTMENT COUNSEL LLC
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| DYCOM INDS INC | DY | $61.0M | 120,636 | +0.44pp | 17q | -9.9%-$6.7M | |
| HA SUSTAINABLE INFRA CAP INC | HASI | $60.9M | 1,558,663 | -0.47pp | 31q | +1.8%+$1.1M | |
| SILICON MOTION TECHNOLOGY CO | SIMO | $58.8M | 176,408 | +0.06pp | 9q | -58.8%-$83.9M | |
| UMB FINL CORP | UMBF | $58.6M | 410,797 | +0.26pp | 10q | +1.7%+$983.6K | |
| FEDERAL SIGNAL CORP | FSS | $51.9M | 404,008 | +0.93pp | 31q | +37.0%+$14.0M | |
| CHAMPION HOMES INC | SKY | $51.4M | 583,826 | +0.61pp | 18q | +22.7%+$9.5M | |
| BLUE BIRD CORP | BLBD | $51.1M | 647,540 | +0.57pp | 8q | +3.6%+$1.8M | |
| MYR GROUP INC | MYRG | $50.0M | 99,937 | -0.35pp | 21q | -38.4%-$31.2M | |
| MADDEN STEVEN LTD | SHOO | $49.9M | 1,185,049 | +0.30pp | 31q | +6.3%+$3.0M | |
| OSI SYSTEMS INC | OSIS | $48.7M | 222,515 | -0.86pp | 31q | +16.2%+$6.8M | |
| TTM TECHNOLOGIES INC | TTMI | $45.7M | 244,265 | -0.89pp | 5q | -51.1%-$47.8M | |
| ACUSHNET HLDGS CORP | GOLF | $45.3M | 382,099 | +0.24pp | 9q | +2.9%+$1.3M | |
| FTI CONSULTING INC | FCN | $44.7M | 299,975 | -0.63pp | 3q | +18.5%+$7.0M | |
| COVISTA INC | CVSA | $44.0M | 353,047 | -0.24pp | 9q | +3.2%+$1.4M | |
| TETRA TECH INC NEW | TTEK | $43.8M | 1,514,378 | -0.24pp | 31q | +16.1%+$6.1M | |
| ONESPAWORLD HOLDINGS LIMITED | OSW | $43.5M | 1,539,032 | +0.47pp | 8q | +16.4%+$6.1M | |
| CAVCO INDS INC DEL | CVCO | $42.8M | 69,707 | +0.77pp | 18q | +28.9%+$9.6M | |
| INTERDIGITAL INC | IDCC | $42.4M | 149,579 | +1.20pp | 25q | +119.5%+$23.1M | |
| WILEY JOHN & SONS INC | WLY | $42.0M | 865,460 | +1.59pp | 4q | +110.8%+$22.1M | |
| WILLDAN GROUP INC | WLDN | $41.9M | 530,210 | +1.51pp | 2q | +145.9%+$24.9M | |
| FABRINET | FN | $37.5M | 66,678 | -1.55pp | 31q | -30.4%-$16.4M | |
| TOWER SEMICONDUCTOR LTD | TSEM | $36.8M | 141,215 | -0.94pp | 7q | -41.0%-$25.6M | |
| MCGRATH RENTCORP | MGRC | $35.7M | 295,108 | -0.15pp | 13q | +3.3%+$1.1M | |
| CENTERRA GOLD INC | CGAU | $32.5M | 2,050,698 | +1.83pp | 2q | +654.4%+$28.2M | |
| MODINE MFG CO | MOD | $31.9M | 119,400 | +0.14pp | 11q | +4.3%+$1.3M | |
| LAKELAND FINL CORP | LKFN | $30.7M | 497,399 | -0.16pp | 31q | +4.0%+$1.2M | |
| PATHWARD FINANCIAL INC | CASH | $30.6M | 351,870 | -0.52pp | 6q | -1.2%-$377.0K | |
| KORN FERRY | KFY | $26.7M | 401,362 | -0.22pp | 21q | +1.4%+$358.9K | |
| LIMBACH HLDGS INC | LMB | $24.9M | 323,953 | -0.31pp | 10q | +3.2%+$771.2K | |
| EPLUS INC | PLUS | $22.9M | 275,000 | -0.13pp | 3q | +0.7%+$160.6K | |
| UFP TECHNOLOGIES INC | UFPT | $22.4M | 84,575 | +0.72pp | 3q | +66.3%+$8.9M | |
| PRIMO BRANDS CORPORATION | PRMB | $21.4M | 875,785 | +0.15pp | 7q | +3.5%+$729.8K | |
| ICF INTL INC | ICFI | $19.5M | 268,045 | -0.54pp | 14q | -23.1%-$5.9M | |
| CRANE NXT CO | CXT | $19.2M | 375,545 | +0.10pp | 13q | +3.7%+$678.9K | |
| LAUREATE ED INC | LAUR | $19.1M | 527,050 | -2.23pp | 3q | -57.2%-$25.6M | |
| SOLV ENERGY INC | MWH | $18.3M | 538,040 | - | new | NEW | |
| COMFORT SYS USA INC | FIX | $14.6M | 7,356 | +0.13pp | 31q | -4.0%-$604.5K | |
| SPDR GOLD TR | GLD | $13.6M | 36,833 | -0.60pp | 6q | -14.7%-$2.3M | |
| ALAMO GROUP INC | ALG | $13.4M | 81,490 | -0.76pp | 31q | -34.0%-$6.9M | |
| EXLSERVICE HLDGS INC | EXLS | $8.0M | 309,798 | -0.20pp | 31q | +3.2%+$248.3K | |
| ISHARES TR | IWM | $1.5M | 5,000 | - | new | NEW | |
| CELESTICA INC | CLS | $906.9K | 2,486 | -0.50pp | 9q | -89.7%-$7.9M |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Business Services | $283.5M | 19.4% |
| Construction & Building | $263.1M | 18.0% |
| Semiconductors & Electronics | $228.3M | 15.6% |
| Autos & Aerospace | $134.9M | 9.2% |
| Banks & Lending | $120.0M | 8.2% |
| Holding & Investment | $103.2M | 7.1% |
| Telecom & Media | $85.4M | 5.8% |
| Industrials | $77.9M | 5.3% |
| Retail & Consumer | $49.9M | 3.4% |
| Mining & Metals | $32.5M | 2.2% |
| Wholesale & Distribution | $22.9M | 1.6% |
| Medical Devices | $22.4M | 1.5% |
| Other sectors | $35.0M | 2.4% |
| Not classified | $1.5M | 0.1% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $1.5B | 42 | 2 | 27 | 13 | 1 | 37.1% | 44 |
| Q1 2026 | $1.2B | 41 | 2 | 13 | 25 | 4 | 39.4% | 43 |
| Q4 2025 | $1.2B | 43 | 4 | 15 | 22 | 2 | 38.2% | 42 |
| Q3 2025 | $1.2B | 41 | 3 | 27 | 11 | 3 | 37.5% | 43 |
| Q2 2025 | $1.1B | 41 | 1 | 13 | 21 | 6 | 38.4% | 43 |
| Q1 2025 | $929.9M | 46 | 4 | 14 | 24 | 1 | 40.2% | 42 |
| Q4 2024 | $1.0B | 43 | 5 | 10 | 26 | 5 | 38.0% | 43 |
| Q3 2024 | $1.0B | 43 | 2 | 11 | 30 | 1 | 37.9% | 44 |
| Q2 2024 | $1.1B | 42 | 5 | 8 | 28 | 4 | 39.8% | 44 |
| Q1 2024 | $1.1B | 41 | 5 | 6 | 30 | 3 | 42.1% | 43 |
| Q4 2023 | $1.1B | 39 | 3 | 14 | 20 | 7 | 40.1% | 44 |
| Q3 2023 | $1.0B | 43 | 3 | 27 | 13 | 2 | 39.3% | 40 |
| Q2 2023 | $1.1B | 42 | 3 | 14 | 23 | 3 | 38.5% | 41 |
| Q1 2023 | $1.1B | 42 | 3 | 10 | 29 | 2 | 40.9% | 40 |
| Q4 2022 | $1.1B | 41 | 3 | 17 | 18 | 4 | 41.4% | 41 |
| Q3 2022 | $1.0B | 42 | 4 | 5 | 33 | 5 | 42.1% | 40 |
| Q2 2022 | $1.3B | 43 | 3 | 15 | 24 | 0 | 40.3% | 41 |
| Q1 2022 | $1.5B | 40 | 4 | 6 | 30 | 3 | 41.0% | 41 |
| Q4 2021 | $1.8B | 39 | 1 | 26 | 10 | 3 | 39.2% | 42 |
| Q3 2021 | $1.7B | 41 | 1 | 10 | 29 | 1 | 38.1% | 41 |
| Q2 2021 | $1.7B | 41 | 3 | 18 | 13 | 2 | 39.2% | 43 |
| Q1 2021 | $1.7B | 40 | 2 | 13 | 13 | 3 | 42.1% | 42 |
| Q4 2020 | $1.5B | 41 | 2 | 30 | 6 | 2 | 41.9% | 41 |
| Q3 2020 | $1.2B | 41 | 2 | 22 | 9 | 1 | 44.9% | 41 |
| Q2 2020 | $1.1B | 40 | 3 | 16 | 13 | 4 | 43.2% | 43 |
| Q1 2020 | $970.9M | 41 | 3 | 18 | 14 | 3 | 41.2% | 43 |
| Q4 2019 | $1.3B | 41 | 2 | 17 | 5 | 3 | 41.4% | 43 |
| Q3 2019 | $1.2B | 42 | 2 | 21 | 7 | 3 | 41.7% | 45 |
| Q2 2019 | $1.2B | 43 | 3 | 23 | 13 | 1 | 39.6% | 45 |
| Q1 2019 | $1.2B | 41 | 1 | 17 | 16 | 1 | 38.8% | 44 |
| Q4 2018 | $1.1B | 41 | 0 | 0 | 0 | 0 | 40.4% | 45 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.