Neumeier Poma Investment Counsel LLC Top Holdings and 13F Report (2026) About Neumeier Poma Investment Counsel LLCInvestment ActivityNeumeier Poma Investment Counsel LLC has $1.46 billion in total holdings as of June 30, 2026.Neumeier Poma Investment Counsel LLC owns shares of 42 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 13.84% of the portfolio was purchased this quarter.About 18.61% of the portfolio was sold this quarter.This quarter, Neumeier Poma Investment Counsel LLC has purchased 41 new stocks and bought additional shares in 27 stocks.Neumeier Poma Investment Counsel LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Dycom Industries $60,992,355HA Sustainable Infrastructure Capital $60,865,790Silicon Motion Technology $58,802,079UMB Financial $58,645,380Federal Signal $51,910,988 Largest New Holdings this Quarter 78475V103 - Solv Energy Inc. $18,320,262 Holding464287655 - iShares Russell 2000 ETF $1,502,250 Holding Largest Purchases this Quarter Centerra Gold 1,778,855 shares (about $28.21M)Willdan Group 314,550 shares (about $24.88M)InterDigital 81,435 shares (about $23.06M)John Wiley & Sons 454,895 shares (about $22.07M)Solv Energy Inc. 538,040 shares (about $18.32M) Largest Sales this Quarter Silicon Motion Technology 251,780 shares (about $83.93M)TTM Technologies 255,485 shares (about $47.78M)MYR Group 62,357 shares (about $31.20M)Laureate Education 704,945 shares (about $25.60M)Tower Semiconductor 98,172 shares (about $25.59M) 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 PortfolioSectorDYDycom Industries$60,992,355$6,697,551 â–¼-9.9%120,6364.2%IndustrialsHASIHA Sustainable Infrastructure Capital$60,865,790$1,051,187 â–²1.8%1,558,6634.2%FinanceSIMOSilicon Motion Technology$58,802,079$83,925,828 â–¼-58.8%176,4084.0%TechnologyUMBFUMB Financial$58,645,380$983,616 â–²1.7%410,7974.0%FinanceFSSFederal Signal$51,910,988$14,023,656 â–²37.0%404,0083.6%IndustrialsSKYChampion Homes$51,446,747$9,527,094 â–²22.7%583,8263.5%Consumer DiscretionaryBLBDBlue Bird$51,129,758$1,764,361 â–²3.6%647,5403.5%IndustrialsMYRGMYR Group$50,008,475$31,203,443 â–¼-38.4%99,9373.4%IndustrialsSHOOSteven Madden$49,890,563$2,966,955 â–²6.3%1,185,0493.4%Consumer DiscretionaryOSISOSI Systems$48,664,031$6,798,290 â–²16.2%222,5153.3%TechnologyTTMITTM Technologies$45,682,440$47,780,804 â–¼-51.1%244,2653.1%TechnologyGOLFAcushnet$45,290,194$1,284,865 â–²2.9%382,0993.1%Consumer DiscretionaryFCNFTI Consulting$44,699,275$6,992,294 â–²18.5%299,9753.1%IndustrialsATGEAdtalem Global Education$44,010,839$1,366,274 â–²3.2%353,0473.0%Consumer DiscretionaryTTEKTetra Tech$43,750,380$6,080,334 â–²16.1%1,514,3783.0%IndustrialsOSWOneSpaWorld$43,462,264$6,128,362 â–²16.4%1,539,0323.0%Consumer DiscretionaryCVCOCavco Industries$42,826,587$9,590,472 â–²28.9%69,7072.9%Consumer DiscretionaryIDCCInterDigital$42,350,302$23,056,691 â–²119.5%149,5792.9%TechnologyWLYJohn Wiley & Sons$41,983,465$22,066,957 â–²110.8%865,4602.9%Communication ServicesWLDNWilldan Group$41,939,611$24,880,905 â–²145.9%530,2102.9%IndustrialsFNFabrinet$37,478,370$16,401,494 â–¼-30.4%66,6782.6%TechnologyTSEMTower Semiconductor$36,806,278$25,587,550 â–¼-41.0%141,2152.5%TechnologyMGRCMcGrath RentCorp$35,716,921$1,137,682 â–²3.3%295,1082.4%IndustrialsCGAUCenterra Gold$32,524,070$28,212,640 â–²654.4%2,050,6982.2%MaterialsMODModine Manufacturing$31,882,188$1,303,058 â–²4.3%119,4002.2%IndustrialsLKFNLakeland Financial$30,699,466$1,187,184 â–²4.0%497,3992.1%FinanceCASHPathward Financial$30,633,802$376,970 â–¼-1.2%351,8702.1%FinanceKFYKorn/Ferry International$26,722,682$358,866 â–²1.4%401,3621.8%IndustrialsLMBLimbach$24,944,381$771,155 â–²3.2%323,9531.7%IndustrialsPLUSePlus$22,888,250$160,634 â–²0.7%275,0001.6%TechnologyUFPTUFP Technologies$22,423,370$8,940,184 â–²66.3%84,5751.5%HealthcarePrimo Brands Corp.$21,404,185$729,778 â–²3.5%875,7851.5%COMICFIICF International$19,529,759$5,856,560 â–¼-23.1%268,0451.3%IndustrialsCXTCrane NXT$19,212,882$678,893 â–²3.7%375,5451.3%TechnologyLAURLaureate Education$19,142,456$25,603,602 â–¼-57.2%527,0501.3%Consumer DiscretionarySolv Energy Inc.$18,320,262$18,320,262 â–²New Holding538,0401.3%COMFIXComfort Systems USA$14,579,224$604,495 â–¼-4.0%7,3561.0%IndustrialsGLDSPDR Gold Shares$13,568,541$2,339,950 â–¼-14.7%36,8330.9%ETFALGAlamo Group$13,404,290$6,912,034 â–¼-34.0%81,4900.9%IndustrialsEXLSExlService$8,011,376$248,256 â–²3.2%309,7980.5%IndustrialsIWMiShares Russell 2000 ETF$1,502,250$1,502,250 â–²New Holding5,0000.1%ETFCelestica Inc.$906,893$7,902,299 â–¼-89.7%2,4860.1%COMHURNHuron Consulting Group$0$10,701,638 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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