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NEUMEIER POMA INVESTMENT COUNSEL LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,460,653,419
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Dycom Industries Inc. · COM · 267475101 · shares: $60,992,355
- Hannon Armstrong Sustainable Infrastructure Capital Inc. · COM · 41068X100 · shares: $60,865,790
- Silicon Motion Technology Corp. · SPONSORED ADR · 82706C108 · shares: $58,802,079
- UMB Financial Corp. · COM · 902788108 · shares: $58,645,380
- Federal Signal Corp. · COM · 313855108 · shares: $51,910,988
- Champion Homes Inc. · COM · 830830105 · shares: $51,446,747
- Blue Bird Corp. · COM · 095306106 · shares: $51,129,758
- MYR Group Inc. · COM · 55405W104 · shares: $50,008,475
- Steven Madden LTD. · COM · 556269108 · shares: $49,890,563
- OSI Systems Inc. · COM · 671044105 · shares: $48,664,031
Reported holdings
42 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Dycom Industries Inc. | COM | 267475101 | — | 120,636 shares | $60,992,355 |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | — | 1,558,663 shares | $60,865,790 |
| Silicon Motion Technology Corp. | SPONSORED ADR | 82706C108 | — | 176,408 shares | $58,802,079 |
| UMB Financial Corp. | COM | 902788108 | — | 410,797 shares | $58,645,380 |
| Federal Signal Corp. | COM | 313855108 | — | 404,008 shares | $51,910,988 |
| Champion Homes Inc. | COM | 830830105 | — | 583,826 shares | $51,446,747 |
| Blue Bird Corp. | COM | 095306106 | — | 647,540 shares | $51,129,758 |
| MYR Group Inc. | COM | 55405W104 | — | 99,937 shares | $50,008,475 |
| Steven Madden LTD. | COM | 556269108 | — | 1,185,049 shares | $49,890,563 |
| OSI Systems Inc. | COM | 671044105 | — | 222,515 shares | $48,664,031 |
| TTM Technologies Inc. | COM | 87305R109 | — | 244,265 shares | $45,682,440 |
| Acushnet Holdings Corp. | COM | 005098108 | — | 382,099 shares | $45,290,194 |
| FTI Consulting | COM | 302941109 | — | 299,975 shares | $44,699,275 |
| Covista Inc. | COM | 00737L103 | — | 353,047 shares | $44,010,839 |
| Tetra Tech Inc. | COM | 88162G103 | — | 1,514,378 shares | $43,750,380 |
| Onespaworld Holdings Limited | COM | P73684113 | — | 1,539,032 shares | $43,462,264 |
| Cavco Industries Inc. | COM | 149568107 | — | 69,707 shares | $42,826,587 |
| Interdigital Inc. | COM | 45867G101 | — | 149,579 shares | $42,350,302 |
| Wiley John & Sons Inc. | CL A | 968223206 | — | 865,460 shares | $41,983,465 |
| Willdan Group Inc. | COM | 96924N100 | — | 530,210 shares | $41,939,611 |
| Fabrinet | SHS | G3323L100 | — | 66,678 shares | $37,478,370 |
| Tower Semiconductor LTD. | SHS | M87915274 | — | 141,215 shares | $36,806,278 |
| McGrath RentCorp | COM | 580589109 | — | 295,108 shares | $35,716,921 |
| Centerra Gold Inc. | COM | 152006102 | — | 2,050,698 shares | $32,524,070 |
| Modine Manufacturing Co. | COM | 607828100 | — | 119,400 shares | $31,882,188 |
| Lakeland Financial Corp. | COM | 511656100 | — | 497,399 shares | $30,699,466 |
| Pathward Financial Inc. | COM | 59100U108 | — | 351,870 shares | $30,633,802 |
| Korn Ferry | COM | 500643200 | — | 401,362 shares | $26,722,682 |
| Limbach Holdings Inc. | COM | 53263P105 | — | 323,953 shares | $24,944,381 |
| Eplus Inc. | COM | 294268107 | — | 275,000 shares | $22,888,250 |
| UFP Technologies Inc. | COM | 902673102 | — | 84,575 shares | $22,423,370 |
| Primo Brands Corp. | COM | 741623102 | — | 875,785 shares | $21,404,185 |
| ICF International Inc. | COM | 44925C103 | — | 268,045 shares | $19,529,759 |
| Crane NXT Co. | COM | 224441105 | — | 375,545 shares | $19,212,882 |
| Laureate Education Inc. | COM | 518613203 | — | 527,050 shares | $19,142,456 |
| Solv Energy Inc. | COM | 78475V103 | — | 538,040 shares | $18,320,262 |
| Comfort Systems USA Inc. | COM | 199908104 | — | 7,356 shares | $14,579,224 |
| SPDR Gold Trust | ETF | 78463V107 | — | 36,833 shares | $13,568,541 |
| Alamo Group Inc. | COM | 011311107 | — | 81,490 shares | $13,404,290 |
| Exlservice Holdings Inc. | COM | 302081104 | — | 309,798 shares | $8,011,376 |
| iShares Russell 2000 ETF | ETF | 464287655 | — | 5,000 shares | $1,502,250 |
| Celestica Inc. | COM | 15101Q207 | — | 2,486 shares | $906,893 |