Funds › Neumeier Poma Investment Counsel LLC
Neumeier Poma Investment Counsel LLC
13F for Q3 2026, filed Nov 12, 2026. 40 positions worth $1.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | HASI HA Sustainable Infrastructure Capital, Inc. | 1.52M | $54.6M | 4.5% | -2.2% | 13F ↗ |
| 2 | TTEK Tetra Tech, Inc. | 1.54M | $50.8M | 4.2% | +1.9% | 13F ↗ |
| 3 | SHOO Steven Madden, Ltd. | 1.12M | $50.0M | 4.1% | -5.7% | 13F ↗ |
| 4 | UMBF UMB Financial Corporation | 373,277 | $48.5M | 4.0% | -9.1% | 13F ↗ |
| 5 | IDCC InterDigital, Inc. | 148,444 | $48.4M | 4.0% | -0.8% | 13F ↗ |
| 6 | SKY Champion Homes, Inc. | 551,541 | $47.3M | 3.9% | -5.5% | 13F ↗ |
| 7 | OSIS OSI Systems, Inc. | 226,055 | $43.9M | 3.6% | +1.6% | 13F ↗ |
| 8 | WLY John Wiley & Sons, Inc. | 903,020 | $43.1M | 3.6% | +4.3% | 13F ↗ |
| 9 | LAUR Laureate Education, Inc. | 1.12M | $42.9M | 3.6% | +113% | 13F ↗ |
| 10 | CGAU Centerra Gold Inc. | 1.95M | $42.6M | 3.5% | -4.7% | 13F ↗ |
| 11 | FSS Federal Signal Corporation | 373,688 | $41.4M | 3.4% | -7.5% | 13F ↗ |
| 12 | OSW OneSpaWorld Holdings Limited | 1.74M | $39.2M | 3.2% | +13.2% | 13F ↗ |
| 13 | CVSA Covista Inc. | 320,352 | $39.1M | 3.2% | -9.3% | 13F ↗ |
| 14 | EXLS ExlService Holdings, Inc. | 1.12M | $38.4M | 3.2% | +260% | 13F ↗ |
| 15 | WLDN Willdan Group, Inc. | 505,510 | $37.3M | 3.1% | -4.7% | 13F ↗ |
| 16 | LKFN Lakeland Financial Corporation | 641,225 | $37.0M | 3.1% | +28.9% | 13F ↗ |
| 17 | CVCO Cavco Industries, Inc. | 65,922 | $36.9M | 3.1% | -5.4% | 13F ↗ |
| 18 | SIMO Silicon Motion Technology Corporation · ADR | 112,557 | $31.5M | 2.6% | -36.2% | 13F ↗ |
| 19 | MGRC McGrath RentCorp | 275,128 | $31.5M | 2.6% | -6.8% | 13F ↗ |
| 20 | BLBD Blue Bird Corporation | 554,680 | $30.8M | 2.6% | -14.3% | 13F ↗ |
| 21 | GOLF Acushnet Holdings Corp. | 358,774 | $29.6M | 2.5% | -6.1% | 13F ↗ |
| 22 | KFY Korn Ferry | 377,837 | $27.0M | 2.2% | -5.9% | 13F ↗ |
| 23 | FN Fabrinet | 63,007 | $26.7M | 2.2% | -5.5% | 13F ↗ |
| 24 | UFPT UFP Technologies, Inc. | 78,835 | $23.4M | 1.9% | -6.8% | 13F ↗ |
| 25 | PLUS ePlus inc. | 252,660 | $22.7M | 1.9% | -8.1% | 13F ↗ |
| 26 | ICFI ICF International, Inc. | 260,305 | $21.6M | 1.8% | -2.9% | 13F ↗ |
| 27 | DY Dycom Industries, Inc. | 79,707 | $21.4M | 1.8% | -33.9% | 13F ↗ |
| 28 | TTMI TTM Technologies, Inc. | 174,255 | $21.4M | 1.8% | -28.7% | 13F ↗ |
| 29 | MOD Modine Manufacturing Company | 112,340 | $21.0M | 1.7% | -5.9% | 13F ↗ |
| 30 | MYRG MYR Group, Inc. | 70,858 | $20.7M | 1.7% | -29.1% | 13F ↗ |
| 31 | TSEM Tower Semiconductor Ltd. | 88,710 | $20.2M | 1.7% | -37.2% | 13F ↗ |
| 32 | CXT Crane NXT, Co. | 368,355 | $17.3M | 1.4% | -1.9% | 13F ↗ |
| 33 | PRMB Primo Brands Corporation · Common Stocks | 856,030 | $16.3M | 1.4% | -2.3% | 13F ↗ |
| 34 | FCN FTI Consulting, Inc. | 113,950 | $15.3M | 1.3% | -62.0% | 13F ↗ |
| 35 | CASH Pathward Financial, Inc. | 203,835 | $14.5M | 1.2% | -42.1% | 13F ↗ |
| 36 | GLD SPDR Gold Shares · Gold Shs | 36,833 | $14.0M | 1.2% | Unchanged | 13F ↗ |
| 37 | ALG Alamo Group, Inc. | 76,025 | $11.8M | 1.0% | -6.7% | 13F ↗ |
| 38 | FIX Comfort Systems USA, Inc. | 6,676 | $11.0M | 0.9% | -9.2% | 13F ↗ |
| 39 | AVO Mission Produce, Inc. | 688,780 | $9.0M | 0.7% | New | 13F ↗ |
| 40 | MWH SOLV Energy, Inc. | 223,510 | $5.4M | 0.4% | -58.5% | 13F ↗ |
Changes since Q2 2026
1 new, 7 added to, 31 trimmed, 3 exited, 1 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| AVO Mission Produce, Inc. | 688,780 | New | $9.0M |
Added to (7)
| EXLS ExlService Holdings, Inc. | 1.12M | +260% | $27.7M |
| LAUR Laureate Education, Inc. | 1.12M | +113% | $22.8M |
| LKFN Lakeland Financial Corporation | 641,225 | +28.9% | $8.3M |
| OSW OneSpaWorld Holdings Limited | 1.74M | +13.2% | $4.6M |
| WLY John Wiley & Sons, Inc. | 903,020 | +4.3% | $1.8M |
| TTEK Tetra Tech, Inc. | 1.54M | +1.9% | $928.2K |
| OSIS OSI Systems, Inc. | 226,055 | +1.6% | $688.1K |
Trimmed (31)
| FCN FTI Consulting, Inc. | 113,950 | -62.0% | -$25.0M |
| SIMO Silicon Motion Technology Corporation · ADR | 112,557 | -36.2% | -$17.9M |
| TSEM Tower Semiconductor Ltd. | 88,710 | -37.2% | -$11.9M |
| DY Dycom Industries, Inc. | 79,707 | -33.9% | -$11.0M |
| CASH Pathward Financial, Inc. | 203,835 | -42.1% | -$10.5M |
| TTMI TTM Technologies, Inc. | 174,255 | -28.7% | -$8.6M |
| MYRG MYR Group, Inc. | 70,858 | -29.1% | -$8.5M |
| MWH SOLV Energy, Inc. | 223,510 | -58.5% | -$7.6M |
| BLBD Blue Bird Corporation | 554,680 | -14.3% | -$5.2M |
| UMBF UMB Financial Corporation | 373,277 | -9.1% | -$4.9M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 40 | $1.2B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 42 | $1.5B | Current | SEC ↗ |
| Q1 2026 | May 13, 2026 | 13F-HR | 41 | $1.2B | Current | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | 13F-HR | 43 | $1.2B | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 41 | $1.2B | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 41 | $1.1B | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 46 | $929.9M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer