Neumeier Poma Investment Counsel LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Neumeier Poma Investment Counsel LLC reported 41 stock positions worth $1.2 billion. Its top holding was Ha Sustainable Infrastructur (HASI) at 4.6% of the portfolio, followed by Osi Systems (OSIS, 4.2%) and Fabrinet (FN, 4.1%). Compared with Q4 2025, it opened 2 new positions, sold out of 4, added to 13 and reduced 25. The biggest buy was Fti Consulting (FCN, shares +1036%) and the biggest sale Huron Consulting (HURN, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, CA
- CIK
- 0001044936
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0001104659-26-059673 ↗ filed May 13, 2026
Holdings Value
Holdings 41 stocks · $1.2B
| HASI Ha Sustainable Infrastructur | 4.64% | 1,531,744 | $56.3M | Add +10.0% |
| OSIS Osi Systems Inc. | 4.19% | 191,430 | $50.8M | Reduce -2.2% |
| FN Fabrinet | 4.12% | 95,858 | $50.0M | Add +9.3% |
| TTMI TTM Technologies | 4.01% | 499,750 | $48.7M | Reduce -21.6% |
| SIMO Silicon Motion Technol-ADR | 3.96% | 428,188 | $48.1M | Reduce -11.1% |
| MYRG MYR Group Inc./Delaware | 3.78% | 162,294 | $45.8M | Reduce -19.5% |
| UMBF Umb Financial Corp. | 3.75% | 403,907 | $45.6M | Add +20.0% |
| DY Dycom Industries Inc. | 3.74% | 133,883 | $45.4M | Reduce -2.2% |
| FCN Fti Consulting Inc. | 3.69% | 253,050 | $44.7M | Add +1035.5% |
| LAUR Laureate Education Inc. | 3.54% | 1,231,995 | $42.9M | Add +50.5% |
| TSEM Tower Semiconductor Ltd. | 3.46% | 239,387 | $42.0M | Reduce -47.6% |
| CVSA Covista Inc. | 3.25% | 342,087 | $39.4M | Add +2.5% |
| TTEK Tetra Tech Inc. | 3.24% | 1,303,913 | $39.3M | Add +15.7% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 3.12% | 1,114,575 | $37.8M | Add +5.4% |
| BLBD Blue Bird Corp. | 2.93% | 625,195 | $35.5M | Add +31.3% |
| SKY Champion Homes Inc. | 2.92% | 475,711 | $35.4M | Reduce -1.8% |
| GOLF Acushnet Holdings Corp. | 2.86% | 371,259 | $34.7M | Reduce -3.4% |
| FSS Federal Signal Corp. | 2.63% | 294,866 | $31.9M | Add +32.3% |
| CASH Pathward Financial Inc. | 2.62% | 356,200 | $31.8M | Add +34.9% |
| MGRC McGrath Rentcorp | 2.60% | 285,708 | $31.5M | Reduce -2.2% |
| OSW Onespaworld Holdings Ltd. | 2.50% | 1,322,022 | $30.3M | Reduce -1.9% |
| LKFN Lakeland Financial Corp. | 2.26% | 478,164 | $27.4M | Reduce -0.8% |
| CVCO Cavco Industries Inc. | 2.16% | 54,097 | $26.2M | Reduce -2.2% |
| KFY Korn Ferry | 2.05% | 395,972 | $24.9M | Reduce -3.7% |
| MOD Modine Manufacturing Co. | 2.05% | 114,520 | $24.8M | Reduce -6.2% |
| LMB Limbach Holdings Inc. | 2.02% | 313,938 | $24.5M | Reduce -1.4% |
| ICFI Icf International Inc. | 1.88% | 348,426 | $22.7M | Reduce -27.6% |
| IDCC Interdigital Inc. | 1.70% | 68,144 | $20.6M | Reduce -3.1% |
| PLUS Eplus Inc. | 1.69% | 273,070 | $20.5M | Reduce -3.0% |
| ALG Alamo Group Inc. | 1.68% | 123,511 | $20.4M | Add +32.7% |
| GLD SPDR Gold Shares | 1.53% | 43,185 | $18.6M | No change |
| WLDN Willdan Group Inc. | 1.36% | 215,660 | $16.5M | New |
| PRMB Primo Brands Corp. | 1.31% | 845,925 | $15.9M | Reduce -2.5% |
| WLY Wiley (john) & Sons Class A | 1.29% | 410,565 | $15.6M | Add +4.3% |
| CXT Crane NXT Co. | 1.21% | 362,275 | $14.7M | Reduce -2.4% |
| HURN Huron Consulting Group Inc. | 0.88% | 83,941 | $10.7M | Reduce -70.5% |
| FIX Comfort Systems USA Inc. | 0.87% | 7,661 | $10.6M | Reduce -47.5% |
| UFPT Ufp Technologies Inc. | 0.81% | 50,855 | $9.8M | Reduce -2.4% |
| EXLS Exlservice Holdings Inc. | 0.75% | 300,198 | $9.1M | Reduce -69.8% |
| CLS Celestica Inc. | 0.56% | 24,148 | $6.8M | Reduce -45.4% |
| CGAU Centerra Gold Inc. | 0.40% | 271,843 | $4.8M | New |
Portfolio Sells Q4 2025 → Q1 2026
| HURN Huron Consulting Group Inc. | Reduce -70.5% | 0.88% | −3.19 |
| EXLS Exlservice Holdings Inc. | Reduce -69.8% | 0.75% | −2.74 |
| ICFI Icf International Inc. | Reduce -27.6% | 1.88% | −1.52 |
| LZ Legalzoomcom Inc. | Sold out | 0.00% | −1.31 |
| TSEM Tower Semiconductor Ltd. | Reduce -47.6% | 3.46% | −0.98 |
| REVG Rev Group Inc. | Sold out | 0.00% | −0.93 |
| ECG Everus Construction Group | Sold out | 0.00% | −0.56 |
| CVCO Cavco Industries Inc. | Reduce -2.2% | 2.16% | −0.54 |
| CLS Celestica Inc. | Reduce -45.4% | 0.56% | −0.52 |
| SKY Champion Homes Inc. | Reduce -1.8% | 2.92% | −0.47 |
| CBZ Cbiz Inc. | Sold out | 0.00% | −0.42 |
| PLUS Eplus Inc. | Reduce -3.0% | 1.69% | −0.35 |
| FIX Comfort Systems USA Inc. | Reduce -47.5% | 0.87% | −0.26 |
| CXT Crane NXT Co. | Reduce -2.4% | 1.21% | −0.23 |
| KFY Korn Ferry | Reduce -3.7% | 2.05% | −0.19 |
| IDCC Interdigital Inc. | Reduce -3.1% | 1.70% | −0.15 |
| UFPT Ufp Technologies Inc. | Reduce -2.4% | 0.81% | −0.14 |
| DY Dycom Industries Inc. | Reduce -2.2% | 3.74% | −0.08 |
| LMB Limbach Holdings Inc. | Reduce -1.4% | 2.02% | −0.03 |
| LKFN Lakeland Financial Corp. | Reduce -0.8% | 2.26% | −0.01 |
| OSIS Osi Systems Inc. | Reduce -2.2% | 4.19% | +0.06 |
| MGRC McGrath Rentcorp | Reduce -2.2% | 2.60% | +0.06 |
| MYRG MYR Group Inc./Delaware | Reduce -19.5% | 3.78% | +0.14 |
| PRMB Primo Brands Corp. | Reduce -2.5% | 1.31% | +0.14 |
| OSW Onespaworld Holdings Ltd. | Reduce -1.9% | 2.50% | +0.19 |
| SIMO Silicon Motion Technol-ADR | Reduce -11.1% | 3.96% | +0.27 |
| GOLF Acushnet Holdings Corp. | Reduce -3.4% | 2.86% | +0.32 |
| TTMI TTM Technologies | Reduce -21.6% | 4.01% | +0.38 |
| MOD Modine Manufacturing Co. | Reduce -6.2% | 2.05% | +0.70 |
Portfolio Buys Q4 2025 → Q1 2026
| FCN Fti Consulting Inc. | Add +1035.5% | 3.69% | +3.37 |
| WLDN Willdan Group Inc. | New | 1.36% | +1.36 |
| LAUR Laureate Education Inc. | Add +50.5% | 3.54% | +1.26 |
| BLBD Blue Bird Corp. | Add +31.3% | 2.93% | +1.08 |
| CASH Pathward Financial Inc. | Add +34.9% | 2.62% | +1.07 |
| HASI Ha Sustainable Infrastructur | Add +10.0% | 4.64% | +1.02 |
| FN Fabrinet | Add +9.3% | 4.12% | +0.82 |
| FSS Federal Signal Corp. | Add +32.3% | 2.63% | +0.63 |
| UMBF Umb Financial Corp. | Add +20.0% | 3.75% | +0.55 |
| CGAU Centerra Gold Inc. | New | 0.40% | +0.40 |
| CVSA Covista Inc. | Add +2.5% | 3.25% | +0.40 |
| ALG Alamo Group Inc. | Add +32.7% | 1.68% | +0.39 |
| WLY Wiley (john) & Sons Class A | Add +4.3% | 1.29% | +0.29 |
| TTEK Tetra Tech Inc. | Add +15.7% | 3.24% | +0.11 |
| SHOO Steven Madden Ltd. | Add +5.4% | 3.12% | −0.52 |
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 |