Neumeier Poma Investment Counsel LLC Top Holdings and 13F Report (2026) About Neumeier Poma Investment Counsel LLCInvestment ActivityNeumeier Poma Investment Counsel LLC has $1.21 billion in total holdings as of March 31, 2026.Neumeier Poma Investment Counsel LLC owns shares of 41 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 10.87% of the portfolio was purchased this quarter.About 15.65% of the portfolio was sold this quarter.This quarter, Neumeier Poma Investment Counsel LLC has purchased 43 new stocks and bought additional shares in 13 stocks.Neumeier Poma Investment Counsel LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings HA Sustainable Infrastructure Capital $56,291,592OSI Systems $50,826,579Fabrinet $49,991,864TTM Technologies $48,685,645Silicon Motion Technology $48,081,231 Largest New Holdings this Quarter 96924N100 - Willdan Group $16,510,930 Holding152006102 - Centerra Gold $4,836,087 Holding Largest Purchases this Quarter FTI Consulting 230,765 shares (about $40.79M)Willdan Group 215,660 shares (about $16.51M)Laureate Education 413,655 shares (about $14.41M)Blue Bird 149,005 shares (about $8.46M)Pathward Financial 92,100 shares (about $8.22M) Largest Sales this Quarter Tower Semiconductor 217,901 shares (about $38.24M)Huron Consulting Group 200,915 shares (about $25.61M)ExlService 694,485 shares (about $21.15M)TTM Technologies 138,040 shares (about $13.45M)MYR Group 39,245 shares (about $11.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNeumeier Poma Investment Counsel LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHASIHA Sustainable Infrastructure Capital$56,291,592$5,106,229 â–²10.0%1,531,7444.6%FinanceOSISOSI Systems$50,826,579$1,158,951 â–¼-2.2%191,4304.2%Computer and TechnologyFNFabrinet$49,991,864$4,269,684 â–²9.3%95,8584.1%Computer and TechnologyTTMITTM Technologies$48,685,645$13,447,857 â–¼-21.6%499,7504.0%Computer and TechnologySIMOSilicon Motion Technology$48,081,231$6,022,113 â–¼-11.1%428,1884.0%Computer and TechnologyMYRGMYR Group$45,818,842$11,079,648 â–¼-19.5%162,2943.8%UtilitiesUMBFUMB Financial$45,556,671$7,578,924 â–²20.0%403,9073.8%FinanceDYDycom Industries$45,362,238$1,004,601 â–¼-2.2%133,8833.7%ConstructionFCNFTI Consulting$44,731,649$40,792,330 â–²1,035.5%253,0503.7%Business ServicesLAURLaureate Education$42,922,706$14,411,740 â–²50.5%1,231,9953.5%Consumer DiscretionaryTSEMTower Semiconductor$42,007,631$38,237,268 â–¼-47.7%239,3873.5%Computer and TechnologyATGEAdtalem Global Education$39,425,527$979,049 â–²2.5%342,0873.2%Consumer DiscretionaryTTEKTetra Tech$39,273,860$5,340,577 â–²15.7%1,303,9133.2%IndustrialsSHOOSteven Madden$37,806,384$1,937,171 â–²5.4%1,114,5753.1%Consumer DiscretionaryBLBDBlue Bird$35,504,824$8,461,994 â–²31.3%625,1952.9%Auto/Tires/TrucksSKYChampion Homes$35,378,627$631,029 â–¼-1.8%475,7112.9%ConstructionGOLFAcushnet$34,705,291$1,230,664 â–¼-3.4%371,2592.9%Consumer DiscretionaryFSSFederal Signal$31,886,809$7,779,051 â–²32.3%294,8662.6%Multi-Sector ConglomeratesCASHPathward Financial$31,783,726$8,218,083 â–²34.9%356,2002.6%FinanceMGRCMcGrath RentCorp$31,507,878$694,213 â–¼-2.2%285,7082.6%FinanceOSWOneSpaWorld$30,340,405$590,274 â–¼-1.9%1,322,0222.5%Consumer DiscretionaryLKFNLakeland Financial$27,437,050$234,110 â–¼-0.8%478,1642.3%FinanceCVCOCavco Industries$26,198,636$588,412 â–¼-2.2%54,0972.2%ConstructionKFYKorn/Ferry International$24,926,437$962,505 â–¼-3.7%395,9722.1%Business ServicesMODModine Manufacturing$24,817,629$1,632,260 â–¼-6.2%114,5202.0%Auto/Tires/TrucksLMBLimbach$24,502,861$335,615 â–¼-1.4%313,9382.0%ConstructionICFIICF International$22,748,734$8,661,372 â–¼-27.6%348,4261.9%Business ServicesIDCCInterDigital$20,579,488$656,850 â–¼-3.1%68,1441.7%Computer and TechnologyPLUSePlus$20,548,518$629,090 â–¼-3.0%273,0701.7%Computer and TechnologyALGAlamo Group$20,375,610$5,022,512 â–²32.7%123,5111.7%IndustrialsGLDSPDR Gold Shares$18,582,0740.0%43,1851.5%FinanceWLDNWilldan Group$16,510,930$16,510,930 â–²New Holding215,6601.4%Business ServicesPrimo Brands Corp.$15,928,768$417,273 â–¼-2.6%845,9251.3%COMWLYJohn Wiley & Sons$15,642,527$641,985 â–²4.3%410,5651.3%Consumer StaplesCXTCrane NXT$14,704,742$354,757 â–¼-2.4%362,2751.2%Business ServicesHURNHuron Consulting Group$10,701,638$25,614,653 â–¼-70.5%83,9410.9%Business ServicesFIXComfort Systems USA$10,564,442$9,570,190 â–¼-47.5%7,6610.9%ConstructionUFPTUFP Technologies$9,845,528$244,904 â–¼-2.4%50,8550.8%IndustrialsEXLSExlService$9,141,029$21,147,068 â–¼-69.8%300,1980.8%Computer and TechnologyCelestica Inc.$6,802,009$5,660,360 â–¼-45.4%24,1480.6%COMCGAUCenterra Gold$4,836,087$4,836,087 â–²New Holding271,8430.4%Basic MaterialsLZLegalZoom.com$0$15,862,530 â–¼-100.0%00.0%IndustrialsREVGREV Group$0$11,289,985 â–¼-100.0%00.0%TransportationEverus Construction Group Inc.$0$6,737,337 â–¼-100.0%00.0%COMCBZCBIZ$0$5,124,963 â–¼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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