Institutional
NEUMEIER POMA INVESTMENT COUNSEL LLC
CIK 0001044936
$1.21B
Reported AUM
41
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · NEUMEIER POMA INVESTMENT COUNSEL LLC · Q1 2026
AI · grounded in 13F
NEUMEIER POMA INVESTMENT COUNSEL LLC closed its position in LZ for a reduction of $15.86M. The fund established a new position in WLDN valued at $16.51M and significantly increased its stake in FCN by 1,035.52%. Other notable activity included closing its position in 1RG for $11.29M and trimming its holdings in HURN by 70.53%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $37.65 | -2.86% | 56.39% | -18.09% | $56.3M | 4.64% | — | HELD |
| 2 | OSIS | OSI Systems Inc. | $214.02 | -3.00% | -2.53% | 116.31% | $50.8M | 4.19% | — | HELD |
| 3 | FN | Fabrinet | $414.50 | -7.83% | 42.68% | 336.54% | $50.0M | 4.12% | — | HELD |
| 4 | TTMI | TTM Technologies Inc. | $101.77 | -6.37% | 150.78% | 676.36% | $48.7M | 4.01% | — | HELD |
| 5 | SIMO | Silicon Motion Technology Corp. | $209.68 | -5.30% | 195.06% | 228.47% | $48.1M | 3.96% | — | HELD |
| 6 | MYRG | MYR Group Inc. | $322.06 | -5.48% | 71.82% | 209.64% | $45.8M | 3.78% | — | HELD |
| 7 | UMBF | UMB Financial Corp. | $148.27 | 2.98% | 34.72% | 71.03% | $45.6M | 3.75% | — | HELD |
| 8 | DY | Dycom Industries Inc. | $371.92 | -7.45% | 41.26% | 393.72% | $45.4M | 3.74% | — | HELD |
| 9 | FCN | FTI Consulting | $170.42 | 1.98% | 3.43% | 22.53% | $44.7M | 3.69% | — | HELD |
| 10 | LAUR | Laureate Education Inc. | $38.41 | 1.83% | 67.09% | 416.51% | $42.9M | 3.54% | — | HELD |
| 11 | TSEM | Tower Semiconductor LTD. | $187.84 | -7.46% | 354.42% | 590.44% | $42.0M | 3.46% | — | HELD |
| 12 | CVSA | Covista Inc. | $133.60 | 5.78% | 16.41% | 261.08% | $39.4M | 3.25% | — | HELD |
| 13 | TTEK | Tetra Tech Inc. | $33.78 | 0.81% | -5.10% | 21.12% | $39.3M | 3.24% | — | HELD |
| 14 | SHOO | Steven Madden LTD. | $43.40 | -1.50% | 91.56% | 21.90% | $37.8M | 3.12% | — | HELD |
| 15 | BLBD | Blue Bird Corp. | $72.32 | -2.12% | 66.91% | 234.04% | $35.5M | 2.93% | — | HELD |
| 16 | SKY | Champion Homes Inc. | $80.32 | -3.80% | 25.42% | 29.66% | $35.4M | 2.92% | — | HELD |
| 17 | GOLF | Acushnet Holdings Corp. | $102.55 | -0.79% | 34.03% | 119.83% | $34.7M | 2.86% | — | HELD |
| 18 | FSS | Federal Signal Corp. | $111.86 | -5.04% | -8.27% | 184.22% | $31.9M | 2.63% | — | HELD |
| 19 | CASH | Pathward Financial Inc. | $88.87 | 0.26% | 19.12% | 83.95% | $31.8M | 2.62% | — | HELD |
| 20 | MGRC | McGrath RentCorp | $117.00 | -2.48% | 1.68% | 88.90% | $31.5M | 2.60% | — | HELD |
| 21 | OSW | Onespaworld Holdings Limited | $25.97 | -6.35% | 28.39% | 168.90% | $30.3M | 2.50% | — | HELD |
| 22 | LKFN | Lakeland Financial Corp. | $63.33 | -0.58% | 6.38% | 10.34% | $27.4M | 2.26% | — | HELD |
| 23 | CVCO | Cavco Industries Inc. | $565.24 | -4.05% | 35.73% | 124.62% | $26.2M | 2.16% | — | HELD |
| 24 | KFY | Korn Ferry | $84.69 | 1.18% | 26.43% | 31.73% | $24.9M | 2.05% | — | HELD |
| 25 | MOD | Modine Manufacturing Co. | $178.04 | -14.43% | 55.62% | 1572.51% | $24.8M | 2.05% | — | HELD |
| 26 | LMB | Limbach Holdings Inc. | $67.66 | -6.66% | -48.67% | 767.35% | $24.5M | 2.02% | — | HELD |
| 27 | ICFI | ICF International Inc. | $83.03 | -0.13% | -5.44% | -8.89% | $22.7M | 1.87% | — | HELD |
| 28 | IDCC | Interdigital Inc. | $261.14 | 0.36% | 4.24% | 292.37% | $20.6M | 1.70% | — | HELD |
| 29 | PLUS | Eplus Inc. | $93.11 | 0.55% | 51.41% | 74.27% | $20.5M | 1.69% | — | HELD |
| 30 | ALG | Alamo Group Inc. | $156.95 | -4.44% | -26.67% | 4.24% | $20.4M | 1.68% | — | HELD |
| 31 | GLD | SPDR Gold Trust | $371.00 | 0.44% | — | — | $18.6M | 1.53% | — | HELD |
| 32 | WLDN | Willdan Group Inc. | $67.71 | -3.30% | — | — | $16.5M | 1.36% | — | HELD |
| 33 | PRMB | Primo Brands Corp. | $23.02 | -2.21% | — | — | $15.9M | 1.31% | — | HELD |
| 34 | WLY | Wiley John & Sons Inc. | $55.72 | 2.62% | — | — | $15.6M | 1.29% | — | HELD |
| 35 | CXT | Crane NXT Co. | $52.00 | -4.69% | — | — | $14.7M | 1.21% | — | HELD |
| 36 | HURN | Huron Consulting Group Inc. | $170.37 | 40.37% | — | — | $10.7M | 0.88% | — | HELD |
| 37 | FIX | Comfort Systems USA Inc. | $1517.08 | -6.72% | — | — | $10.6M | 0.87% | — | HELD |
| 38 | UFPT | UFP Technologies Inc. | $255.09 | -1.15% | — | — | $9.8M | 0.81% | — | HELD |
| 39 | EXLS | Exlservice Holdings Inc. | $35.99 | 17.88% | — | — | $9.1M | 0.75% | — | HELD |
| 40 | CLS | Celestica Inc. | $328.56 | -6.18% | — | — | $6.8M | 0.56% | — | HELD |
| 41 | CGAU | Centerra Gold Inc. | $17.03 | 5.97% | — | — | $4.8M | 0.40% | — | HELD |
Source: SEC EDGAR · accession 0001104659-26-059673. 13F discloses long positions only — shorts, foreign equities, and options are excluded.