Holders — by stockHoldings — by fund
NEUMEIER POMA INVESTMENT COUNSEL LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001044936
$1.46B
disclosed book value
42
positions
4.2%
largest position share
Positions, as of 2026-06-30
top 42 of 42 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DYDycom Industries Inc. | 120,636 | $61.0M | 4.2% |
| 2 | HASIHannon Armstrong Sustainable Infrastructure Capital Inc. | 1.6M | $60.9M | 4.2% |
| 3 | SIMOSilicon Motion Technology Corp. | 176,408 | $58.8M | 4% |
| 4 | UMBFUMB Financial Corp. | 410,797 | $58.6M | 4% |
| 5 | FSSFederal Signal Corp. | 404,008 | $51.9M | 3.6% |
| 6 | SKYChampion Homes Inc. | 583,826 | $51.4M | 3.5% |
| 7 | BLBDBlue Bird Corp. | 647,540 | $51.1M | 3.5% |
| 8 | MYRGMYR Group Inc. | 99,937 | $50.0M | 3.4% |
| 9 | SHOOSteven Madden LTD. | 1.2M | $49.9M | 3.4% |
| 10 | OSISOSI Systems Inc. | 222,515 | $48.7M | 3.3% |
| 11 | TTMITTM Technologies Inc. | 244,265 | $45.7M | 3.1% |
| 12 | GOLFAcushnet Holdings Corp. | 382,099 | $45.3M | 3.1% |
| 13 | FCNFTI Consulting | 299,975 | $44.7M | 3.1% |
| 14 | CVSACovista Inc. | 353,047 | $44.0M | 3% |
| 15 | TTEKTetra Tech Inc. | 1.5M | $43.8M | 3% |
| 16 | OSWOnespaworld Holdings Limited | 1.5M | $43.5M | 3% |
| 17 | CVCOCavco Industries Inc. | 69,707 | $42.8M | 2.9% |
| 18 | IDCCInterdigital Inc. | 149,579 | $42.4M | 2.9% |
| 19 | WLYWiley John & Sons Inc. | 865,460 | $42.0M | 2.9% |
| 20 | WLDNWilldan Group Inc. | 530,210 | $41.9M | 2.9% |
| 21 | FNFabrinet | 66,678 | $37.5M | 2.6% |
| 22 | TSEMTower Semiconductor LTD. | 141,215 | $36.8M | 2.5% |
| 23 | MGRCMcGrath RentCorp | 295,108 | $35.7M | 2.4% |
| 24 | CGAUCenterra Gold Inc. | 2.1M | $32.5M | 2.2% |
| 25 | MODModine Manufacturing Co. | 119,400 | $31.9M | 2.2% |
| 26 | LKFNLakeland Financial Corp. | 497,399 | $30.7M | 2.1% |
| 27 | CASHPathward Financial Inc. | 351,870 | $30.6M | 2.1% |
| 28 | KFYKorn Ferry | 401,362 | $26.7M | 1.8% |
| 29 | LMBLimbach Holdings Inc. | 323,953 | $24.9M | 1.7% |
| 30 | PLUSEplus Inc. | 275,000 | $22.9M | 1.6% |
| 31 | UFPTUFP Technologies Inc. | 84,575 | $22.4M | 1.5% |
| 32 | PRMBPrimo Brands Corp. | 875,785 | $21.4M | 1.5% |
| 33 | ICFIICF International Inc. | 268,045 | $19.5M | 1.3% |
| 34 | CXTCrane NXT Co. | 375,545 | $19.2M | 1.3% |
| 35 | LAURLaureate Education Inc. | 527,050 | $19.1M | 1.3% |
| 36 | MWHSolv Energy Inc. | 538,040 | $18.3M | 1.3% |
| 37 | FIXComfort Systems USA Inc. | 7,356 | $14.6M | 1% |
| 38 | GLDSPDR Gold Trust | 36,833 | $13.6M | 0.9% |
| 39 | ALGAlamo Group Inc. | 81,490 | $13.4M | 0.9% |
| 40 | EXLSExlservice Holdings Inc. | 309,798 | $8.0M | 0.5% |
| 41 | IWMiShares Russell 2000 ETF | 5,000 | $1.5M | 0.1% |
| 42 | CLSCelestica Inc. | 2,486 | $906,893 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.