Neumeier Poma Investment Counsel LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Neumeier Poma Investment Counsel LLC reported 42 stock positions worth $1.5 billion. Its top holding was Dycom Industries (DY) at 4.2% of the portfolio, followed by Ha Sustainable Infrastructur (HASI, 4.2%) and Silicon Motion Technol-ADR (SIMO, 4.0%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 27 and reduced 13. The biggest buy was Centerra Gold (CGAU, shares +654%) and the biggest sale Laureate Education (LAUR, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, CA
- CIK
- 0001044936
- Portfolio Value
- $1.5B (Q2 2026)
- SEC Filing
- 0001104659-26-095263 ↗ filed Aug 13, 2026
Holdings Value
Holdings 42 stocks · $1.5B
| DY Dycom Industries Inc. | 4.18% | 120,636 | $61.0M | Reduce -9.9% |
| HASI Ha Sustainable Infrastructur | 4.17% | 1,558,663 | $60.9M | Add +1.8% |
| SIMO Silicon Motion Technol-ADR | 4.03% | 176,408 | $58.8M | Reduce -58.8% |
| UMBF Umb Financial Corp. | 4.01% | 410,797 | $58.6M | Add +1.7% |
| FSS Federal Signal Corp. | 3.55% | 404,008 | $51.9M | Add +37.0% |
| SKY Champion Homes Inc. | 3.52% | 583,826 | $51.4M | Add +22.7% |
| BLBD Blue Bird Corp. | 3.50% | 647,540 | $51.1M | Add +3.6% |
| MYRG MYR Group Inc./Delaware | 3.42% | 99,937 | $50.0M | Reduce -38.4% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 3.42% | 1,185,049 | $49.9M | Add +6.3% |
| OSIS Osi Systems Inc. | 3.33% | 222,515 | $48.7M | Add +16.2% |
| TTMI TTM Technologies | 3.13% | 244,265 | $45.7M | Reduce -51.1% |
| GOLF Acushnet Holdings Corp. | 3.10% | 382,099 | $45.3M | Add +2.9% |
| FCN Fti Consulting Inc. | 3.06% | 299,975 | $44.7M | Add +18.5% |
| CVSA Covista Inc. | 3.01% | 353,047 | $44.0M | Add +3.2% |
| TTEK Tetra Tech Inc. | 3.00% | 1,514,378 | $43.8M | Add +16.1% |
| OSW Onespaworld Holdings Ltd. | 2.98% | 1,539,032 | $43.5M | Add +16.4% |
| CVCO Cavco Industries Inc. | 2.93% | 69,707 | $42.8M | Add +28.9% |
| IDCC Interdigital Inc. | 2.90% | 149,579 | $42.4M | Add +119.5% |
| WLY Wiley (john) & Sons Class A | 2.87% | 865,460 | $42.0M | Add +110.8% |
| WLDN Willdan Group Inc. | 2.87% | 530,210 | $41.9M | Add +145.8% |
| FN Fabrinet | 2.57% | 66,678 | $37.5M | Reduce -30.4% |
| TSEM Tower Semiconductor Ltd. | 2.52% | 141,215 | $36.8M | Reduce -41.0% |
| MGRC McGrath Rentcorp | 2.45% | 295,108 | $35.7M | Add +3.3% |
| CGAU Centerra Gold Inc. | 2.23% | 2,050,698 | $32.5M | Add +654.4% |
| MOD Modine Manufacturing Co. | 2.18% | 119,400 | $31.9M | Add +4.3% |
| LKFN Lakeland Financial Corp. | 2.10% | 497,399 | $30.7M | Add +4.0% |
| CASH Pathward Financial Inc. | 2.10% | 351,870 | $30.6M | Reduce -1.2% |
| KFY Korn Ferry | 1.83% | 401,362 | $26.7M | Add +1.4% |
| LMB Limbach Holdings Inc. | 1.71% | 323,953 | $24.9M | Add +3.2% |
| PLUS Eplus Inc. | 1.57% | 275,000 | $22.9M | Add +0.7% |
| UFPT Ufp Technologies Inc. | 1.54% | 84,575 | $22.4M | Add +66.3% |
| PRMB Primo Brands Corp. | 1.47% | 875,785 | $21.4M | Add +3.5% |
| ICFI Icf International Inc. | 1.34% | 268,045 | $19.5M | Reduce -23.1% |
| CXT Crane NXT Co. | 1.32% | 375,545 | $19.2M | Add +3.7% |
| LAUR Laureate Education Inc. | 1.31% | 527,050 | $19.1M | Reduce -57.2% |
| MWH Solv Energy Inc. Class A | 1.25% | 538,040 | $18.3M | New |
| FIX Comfort Systems USA Inc. | 1.00% | 7,356 | $14.6M | Reduce -4.0% |
| GLD SPDR Gold Shares | 0.93% | 36,833 | $13.6M | Reduce -14.7% |
| ALG Alamo Group Inc. | 0.92% | 81,490 | $13.4M | Reduce -34.0% |
| EXLS Exlservice Holdings Inc. | 0.55% | 309,798 | $8.0M | Add +3.2% |
| IWM iShares Russell 2000 ETF | 0.10% | 5,000 | $1.5M | New |
| CLS Celestica Inc. | 0.06% | 2,486 | $907K | Reduce -89.7% |
Portfolio Sells Q1 2026 → Q2 2026
| LAUR Laureate Education Inc. | Reduce -57.2% | 1.31% | −2.23 |
| FN Fabrinet | Reduce -30.4% | 2.57% | −1.55 |
| TSEM Tower Semiconductor Ltd. | Reduce -41.0% | 2.52% | −0.94 |
| TTMI TTM Technologies | Reduce -51.1% | 3.13% | −0.89 |
| HURN Huron Consulting Group Inc. | Sold out | 0.00% | −0.88 |
| ALG Alamo Group Inc. | Reduce -34.0% | 0.92% | −0.76 |
| GLD SPDR Gold Shares | Reduce -14.7% | 0.93% | −0.60 |
| ICFI Icf International Inc. | Reduce -23.1% | 1.34% | −0.54 |
| CASH Pathward Financial Inc. | Reduce -1.2% | 2.10% | −0.52 |
| CLS Celestica Inc. | Reduce -89.7% | 0.06% | −0.50 |
| MYRG MYR Group Inc./Delaware | Reduce -38.4% | 3.42% | −0.35 |
| SIMO Silicon Motion Technol-ADR | Reduce -58.8% | 4.03% | +0.06 |
| FIX Comfort Systems USA Inc. | Reduce -4.0% | 1.00% | +0.13 |
| DY Dycom Industries Inc. | Reduce -9.9% | 4.18% | +0.44 |
Portfolio Buys Q1 2026 → Q2 2026
| CGAU Centerra Gold Inc. | Add +654.4% | 2.23% | +1.83 |
| WLY Wiley (john) & Sons Class A | Add +110.8% | 2.87% | +1.58 |
| WLDN Willdan Group Inc. | Add +145.8% | 2.87% | +1.51 |
| MWH Solv Energy Inc. Class A | New | 1.25% | +1.25 |
| IDCC Interdigital Inc. | Add +119.5% | 2.90% | +1.20 |
| FSS Federal Signal Corp. | Add +37.0% | 3.55% | +0.93 |
| CVCO Cavco Industries Inc. | Add +28.9% | 2.93% | +0.77 |
| UFPT Ufp Technologies Inc. | Add +66.3% | 1.54% | +0.72 |
| SKY Champion Homes Inc. | Add +22.7% | 3.52% | +0.61 |
| BLBD Blue Bird Corp. | Add +3.6% | 3.50% | +0.57 |
| OSW Onespaworld Holdings Ltd. | Add +16.4% | 2.98% | +0.47 |
| SHOO Steven Madden Ltd. | Add +6.3% | 3.42% | +0.30 |
| UMBF Umb Financial Corp. | Add +1.7% | 4.01% | +0.26 |
| GOLF Acushnet Holdings Corp. | Add +2.9% | 3.10% | +0.24 |
| PRMB Primo Brands Corp. | Add +3.5% | 1.47% | +0.15 |
| MOD Modine Manufacturing Co. | Add +4.3% | 2.18% | +0.14 |
| CXT Crane NXT Co. | Add +3.7% | 1.32% | +0.10 |
| IWM iShares Russell 2000 ETF | New | 0.10% | +0.10 |
| PLUS Eplus Inc. | Add +0.7% | 1.57% | −0.13 |
| MGRC McGrath Rentcorp | Add +3.3% | 2.45% | −0.15 |
| LKFN Lakeland Financial Corp. | Add +4.0% | 2.10% | −0.16 |
| EXLS Exlservice Holdings Inc. | Add +3.2% | 0.55% | −0.20 |
| KFY Korn Ferry | Add +1.4% | 1.83% | −0.23 |
| CVSA Covista Inc. | Add +3.2% | 3.01% | −0.24 |
| TTEK Tetra Tech Inc. | Add +16.1% | 3.00% | −0.24 |
| LMB Limbach Holdings Inc. | Add +3.2% | 1.71% | −0.31 |
| HASI Ha Sustainable Infrastructur | Add +1.8% | 4.17% | −0.47 |
| FCN Fti Consulting Inc. | Add +18.5% | 3.06% | −0.63 |
| OSIS Osi Systems Inc. | Add +16.2% | 3.33% | −0.86 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 42 | $1.5B | DY, HASI, SIMO, UMBF, FSS |
| Q1 2026 | 41 | $1.2B | HASI, OSIS, FN, TTMI, SIMO |
| Q4 2025 | 43 | $1.2B | TSEM, OSIS, HURN, DY, SIMO |
| Q3 2025 | 41 | $1.2B | TSEM, CVSA, DY, OSIS, SIMO |
| Q2 2025 | 41 | $1.1B | CVSA, CLS, OSIS, EXLS, LMB |
| Q1 2025 | 46 | $929.9M | EXLS, OSIS, CVSA, IDCC, HURN |
| Q4 2024 | 43 | $1.0B | EXLS, OSIS, DY, IDCC, LMB |
| Q3 2024 | 43 | $1.0B | DY, OSIS, LMB, EXLS, IDCC |
| Q2 2024 | 42 | $1.1B | VECO, DY, CBZ, OSIS, ICFI |
| Q1 2024 | 41 | $1.1B | FIX, CBZ, OSIS, DY, ICFI |