NEUMEIER POMA INVESTMENT COUNSEL LLC
CIK: 1044936
Holdings (42)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 13, 2026
- DY
Dycom Industries Inc.
$60.99M
120,636 sh4.18%-9.9% - HASI
Hannon Armstrong Sustainable Infrastructure Capital Inc.
$60.87M
1.56M sh4.17%+1.8% - SIMO
Silicon Motion Technology Corp.
$58.8M
176,408 sh4.03%-58.8% - UMBF
UMB Financial Corp.
$58.65M
410,797 sh4.02%+1.7% - FSS
Federal Signal Corp.
$51.91M
404,008 sh3.55%+37.0% - SKY
Champion Homes Inc.
$51.45M
583,826 sh3.52%+22.7% - BLBD
Blue Bird Corp.
$51.13M
647,540 sh3.50%+3.6% - MYRG
MYR Group Inc.
$50.01M
99,937 sh3.42%-38.4% - SHOO
Steven Madden LTD.
$49.89M
1.19M sh3.42%+6.3% - OSIS
OSI Systems Inc.
$48.66M
222,515 sh3.33%+16.2% - TTMI
TTM Technologies Inc.
$45.68M
244,265 sh3.13%-51.1% - GOLF
Acushnet Holdings Corp.
$45.29M
382,099 sh3.10%+2.9% - FCN
FTI Consulting
$44.7M
299,975 sh3.06%+18.5% - CVSA
Covista Inc.
$44.01M
353,047 sh3.01%+3.2% - TTEK
Tetra Tech Inc.
$43.75M
1.51M sh3.00%+16.1% - OSW
Onespaworld Holdings Limited
$43.46M
1.54M sh2.98%+16.4% - CVCO
Cavco Industries Inc.
$42.83M
69,707 sh2.93%+28.9% - IDCC
Interdigital Inc.
$42.35M
149,579 sh2.90%+119.5% - WLY
Wiley John & Sons Inc.
$41.98M
865,460 sh2.87%+110.8% - WLDN
Willdan Group Inc.
$41.94M
530,210 sh2.87%+145.8% - FN
Fabrinet
$37.48M
66,678 sh2.57%-30.4% - TSEM
Tower Semiconductor LTD.
$36.81M
141,215 sh2.52%-41.0% - MGRC
McGrath RentCorp
$35.72M
295,108 sh2.45%+3.3% - CGAU
Centerra Gold Inc.
$32.52M
2.05M sh2.23%+654.4% - MOD
Modine Manufacturing Co.
$31.88M
119,400 sh2.18%+4.3% - LKFN
Lakeland Financial Corp.
$30.7M
497,399 sh2.10%+4.0% - CASH
Pathward Financial Inc.
$30.63M
351,870 sh2.10%-1.2% - KFY
Korn Ferry
$26.72M
401,362 sh1.83%+1.4% - LMB
Limbach Holdings Inc.
$24.94M
323,953 sh1.71%+3.2% - PLUS
Eplus Inc.
$22.89M
275,000 sh1.57%+0.7% - UFPT
UFP Technologies Inc.
$22.42M
84,575 sh1.54%+66.3% - PRMB
Primo Brands Corp.
$21.4M
875,785 sh1.47%+3.5% - ICFI
ICF International Inc.
$19.53M
268,045 sh1.34%-23.1% - CXT
Crane NXT Co.
$19.21M
375,545 sh1.32%+3.7% - LAUR
Laureate Education Inc.
$19.14M
527,050 sh1.31%-57.2% - MWH
Solv Energy Inc.
$18.32M
538,040 sh1.25%New - FIX
Comfort Systems USA Inc.
$14.58M
7,356 sh1.00%-4.0% - GLD
SPDR Gold Trust
$13.57M
36,833 sh0.93%-14.7% - ALG
Alamo Group Inc.
$13.4M
81,490 sh0.92%-34.0% - EXLS
Exlservice Holdings Inc.
$8.01M
309,798 sh0.55%+3.2% - IWM
iShares Russell 2000 ETF
$1.5M
5,000 sh0.10%New - CLS
Celestica Inc.
$907K
2,486 sh0.06%-89.7%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 DY Dycom Industries Inc. | 120,636 | $60.99M | -9.9% | 4.18% | Q2 2026 |
 HASI Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1.56M | $60.87M | +1.8% | 4.17% | Q2 2026 |
 SIMO Silicon Motion Technology Corp. | 176,408 | $58.8M | -58.8% | 4.03% | Q2 2026 |
 UMBF UMB Financial Corp. | 410,797 | $58.65M | +1.7% | 4.02% | Q2 2026 |
 FSS Federal Signal Corp. | 404,008 | $51.91M | +37.0% | 3.55% | Q2 2026 |
 SKY Champion Homes Inc. | 583,826 | $51.45M | +22.7% | 3.52% | Q2 2026 |
 BLBD Blue Bird Corp. | 647,540 | $51.13M | +3.6% | 3.50% | Q2 2026 |
 MYRG MYR Group Inc. | 99,937 | $50.01M | -38.4% | 3.42% | Q2 2026 |
 SHOO Steven Madden LTD. | 1.19M | $49.89M | +6.3% | 3.42% | Q2 2026 |
 OSIS OSI Systems Inc. | 222,515 | $48.66M | +16.2% | 3.33% | Q2 2026 |
 TTMI TTM Technologies Inc. | 244,265 | $45.68M | -51.1% | 3.13% | Q2 2026 |
 GOLF Acushnet Holdings Corp. | 382,099 | $45.29M | +2.9% | 3.10% | Q2 2026 |
 FCN FTI Consulting | 299,975 | $44.7M | +18.5% | 3.06% | Q2 2026 |
 CVSA Covista Inc. | 353,047 | $44.01M | +3.2% | 3.01% | Q2 2026 |
 TTEK Tetra Tech Inc. | 1.51M | $43.75M | +16.1% | 3.00% | Q2 2026 |
 OSW Onespaworld Holdings Limited | 1.54M | $43.46M | +16.4% | 2.98% | Q2 2026 |
 CVCO Cavco Industries Inc. | 69,707 | $42.83M | +28.9% | 2.93% | Q2 2026 |
 IDCC Interdigital Inc. | 149,579 | $42.35M | +119.5% | 2.90% | Q2 2026 |
 WLY Wiley John & Sons Inc. | 865,460 | $41.98M | +110.8% | 2.87% | Q2 2026 |
 WLDN Willdan Group Inc. | 530,210 | $41.94M | +145.8% | 2.87% | Q2 2026 |
 FN Fabrinet | 66,678 | $37.48M | -30.4% | 2.57% | Q2 2026 |
 TSEM Tower Semiconductor LTD. | 141,215 | $36.81M | -41.0% | 2.52% | Q2 2026 |
 MGRC McGrath RentCorp | 295,108 | $35.72M | +3.3% | 2.45% | Q2 2026 |
 CGAU Centerra Gold Inc. | 2.05M | $32.52M | +654.4% | 2.23% | Q2 2026 |
 MOD Modine Manufacturing Co. | 119,400 | $31.88M | +4.3% | 2.18% | Q2 2026 |
 LKFN Lakeland Financial Corp. | 497,399 | $30.7M | +4.0% | 2.10% | Q2 2026 |
 CASH Pathward Financial Inc. | 351,870 | $30.63M | -1.2% | 2.10% | Q2 2026 |
 KFY Korn Ferry | 401,362 | $26.72M | +1.4% | 1.83% | Q2 2026 |
 LMB Limbach Holdings Inc. | 323,953 | $24.94M | +3.2% | 1.71% | Q2 2026 |
 PLUS Eplus Inc. | 275,000 | $22.89M | +0.7% | 1.57% | Q2 2026 |
 UFPT UFP Technologies Inc. | 84,575 | $22.42M | +66.3% | 1.54% | Q2 2026 |
 PRMB Primo Brands Corp. | 875,785 | $21.4M | +3.5% | 1.47% | Q2 2026 |
 ICFI ICF International Inc. | 268,045 | $19.53M | -23.1% | 1.34% | Q2 2026 |
 CXT Crane NXT Co. | 375,545 | $19.21M | +3.7% | 1.32% | Q2 2026 |
 LAUR Laureate Education Inc. | 527,050 | $19.14M | -57.2% | 1.31% | Q2 2026 |
 MWH Solv Energy Inc. | 538,040 | $18.32M | New | 1.25% | Q2 2026 |
 FIX Comfort Systems USA Inc. | 7,356 | $14.58M | -4.0% | 1.00% | Q2 2026 |
 GLD SPDR Gold Trust | 36,833 | $13.57M | -14.7% | 0.93% | Q2 2026 |
 ALG Alamo Group Inc. | 81,490 | $13.4M | -34.0% | 0.92% | Q2 2026 |
 EXLS Exlservice Holdings Inc. | 309,798 | $8.01M | +3.2% | 0.55% | Q2 2026 |
 IWM iShares Russell 2000 ETF | 5,000 | $1.5M | New | 0.10% | Q2 2026 |
 CLS Celestica Inc. | 2,486 | $907K | -89.7% | 0.06% | Q2 2026 |
1-42 of 42 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About NEUMEIER POMA INVESTMENT COUNSEL LLC
NEUMEIER POMA INVESTMENT COUNSEL LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1044936). Signal8 holds 20 13F filings from it. Its SEC filings list California as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 13, 2026. That report lists 42 securities, not counting options, up from 41 in Q1 2026.
Its five largest reported positions, in order, are Dycom Industries Inc. (DY), Hannon Armstrong Sustainable Infrastructure Capital Inc. (HASI), Silicon Motion Technology Corp. (SIMO), UMB Financial Corp. (UMBF) and Federal Signal Corp. (FSS). The next five are Champion Homes Inc. (SKY), Blue Bird Corp. (BLBD), MYR Group Inc. (MYRG), Steven Madden LTD. (SHOO) and OSI Systems Inc. (OSIS).
Recent 13F filings by NEUMEIER POMA INVESTMENT COUNSEL LLC
- Q2 2026: 13F-HR filed Aug 13, 2026, listing 42 securities.
- Q1 2026: 13F-HR filed May 13, 2026, listing 41 securities.
- Q4 2025: 13F-HR filed Feb 11, 2026, listing 43 securities.
- Q3 2025: 13F-HR filed Nov 12, 2025, listing 41 securities.
- Q2 2025: 13F-HR filed Aug 12, 2025, listing 41 securities.
- Q1 2025: 13F-HR filed May 12, 2025, listing 46 securities.