Neumeier Poma Investment Counsel
CARMEL, CAfiles as NEUMEIER POMA INVESTMENT COUNSEL LLC
$1.5bn in 42 US stocks at the end of 30 June 2026. The top 10 are 37.1% of the money. It changed about 13.4% of the portfolio this quarter.
Value
$1.5bn
Stocks
42
Top 10 share
37.1%
Turnover
13.4%
What changed this quarter
New
Bought for the first time this quarter.
- SOLV EnergyMWH1.3% of the fund
- Ishares TRIWM0.1% of the fund
Added
Bought more of a stock they already held.
- Federal SignalFSS3.6% of the fund+37%
- Champion HomesSKY3.5% of the fund+23%
- Blue BirdBLBD3.5% of the fund+4%
- Steven MaddenSHOO3.4% of the fund+6%
- OSI SystemsOSIS3.3% of the fund+16%
- Acushnet HoldingsGOLF3.1% of the fund+3%
- FTI ConsultingFCN3.1% of the fund+19%
- CovistaCVSA3.0% of the fund+3%
- Tetra TechTTEK3.0% of the fund+16%
- Onespaworld HoldingsOSW3.0% of the fund+16%
- Cavco IndustriesCVCO2.9% of the fund+29%
- InterDigitalIDCC2.9% of the fund+120%
- John Wiley & SonsWLY2.9% of the fund+111%
- Willdan GroupWLDN2.9% of the fund+146%
- Mcgrath RentcorpMGRC2.4% of the fund+3%
- Centerra GoldCGAU2.2% of the fund+654%
- Modine ManufacturingMOD2.2% of the fund+4%
- Lakeland FinancialLKFN2.1% of the fund+4%
- Limbach HoldingsLMB1.7% of the fund+3%
- UFP TechnologiesUFPT1.5% of the fund+66%
- Primo BrandsPRMB1.5% of the fund+4%
- Crane NXTCXT1.3% of the fund+4%
- ExlService HoldingsEXLS0.5% of the fund+3%
Cut
Sold some of their stake.
- Dycom IndustriesDY4.2% of the fund-10%
- Silicon Motion TechnologySIMO4.0% of the fund-59%
- MYR GroupMYRG3.4% of the fund-38%
- TTM TechnologiesTTMI3.1% of the fund-51%
- FabrinetFN2.6% of the fund-30%
- Tower SemiconductorTSEM2.5% of the fund-41%
- ICF InternationalICFI1.3% of the fund-23%
- Laureate EducationLAUR1.3% of the fund-57%
- Comfort Systems USAFIX1.0% of the fund-4%
- Spdr Gold TRGLD0.9% of the fund-15%
- Alamo GroupALG0.9% of the fund-34%
- CelesticaCLS<0.1% of the fund-90%
Sold out
Sold their entire stake.
Holdings
- HA Sustainable Infrastructure CapitalHASI
- Share
- 4.2%
- Value
- $61m
- Shares
- 1,558,663
Held
- Silicon Motion TechnologySIMO
- Share
- 4.0%
- Value
- $59m
- Shares
- 176,408
-59%
- Centerra GoldCGAU
- Share
- 2.2%
- Value
- $33m
- Shares
- 2,050,698
+654%
- Spdr Gold TRGLD
- Share
- 0.9%
- Value
- $14m
- Shares
- 36,833
-15%
- Ishares TRIWM
- Share
- 0.1%
- Value
- $2m
- Shares
- 5,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dycom IndustriesDY | 4.2% | $61m | 120,636 | -10% |
| HA Sustainable Infrastructure CapitalHASI | 4.2% | $61m | 1,558,663 | Held |
| Silicon Motion TechnologySIMO | 4.0% | $59m | 176,408 | -59% |
| UMB FinancialUMBF | 4.0% | $59m | 410,797 | Held |
| Federal SignalFSS | 3.6% | $52m | 404,008 | +37% |
| Champion HomesSKY | 3.5% | $51m | 583,826 | +23% |
| Blue BirdBLBD | 3.5% | $51m | 647,540 | +4% |
| MYR GroupMYRG | 3.4% | $50m | 99,937 | -38% |
| Steven MaddenSHOO | 3.4% | $50m | 1,185,049 | +6% |
| OSI SystemsOSIS | 3.3% | $49m | 222,515 | +16% |
| TTM TechnologiesTTMI | 3.1% | $46m | 244,265 | -51% |
| Acushnet HoldingsGOLF | 3.1% | $45m | 382,099 | +3% |
| FTI ConsultingFCN | 3.1% | $45m | 299,975 | +19% |
| CovistaCVSA | 3.0% | $44m | 353,047 | +3% |
| Tetra TechTTEK | 3.0% | $44m | 1,514,378 | +16% |
| Onespaworld HoldingsOSW | 3.0% | $43m | 1,539,032 | +16% |
| Cavco IndustriesCVCO | 2.9% | $43m | 69,707 | +29% |
| InterDigitalIDCC | 2.9% | $42m | 149,579 | +120% |
| John Wiley & SonsWLY | 2.9% | $42m | 865,460 | +111% |
| Willdan GroupWLDN | 2.9% | $42m | 530,210 | +146% |
| FabrinetFN | 2.6% | $37m | 66,678 | -30% |
| Tower SemiconductorTSEM | 2.5% | $37m | 141,215 | -41% |
| Mcgrath RentcorpMGRC | 2.4% | $36m | 295,108 | +3% |
| Centerra GoldCGAU | 2.2% | $33m | 2,050,698 | +654% |
| Modine ManufacturingMOD | 2.2% | $32m | 119,400 | +4% |
| Lakeland FinancialLKFN | 2.1% | $31m | 497,399 | +4% |
| Pathward FinancialCASH | 2.1% | $31m | 351,870 | Held |
| Korn FerryKFY | 1.8% | $27m | 401,362 | Held |
| Limbach HoldingsLMB | 1.7% | $25m | 323,953 | +3% |
| EplusPLUS | 1.6% | $23m | 275,000 | Held |
| UFP TechnologiesUFPT | 1.5% | $22m | 84,575 | +66% |
| Primo BrandsPRMB | 1.5% | $21m | 875,785 | +4% |
| ICF InternationalICFI | 1.3% | $20m | 268,045 | -23% |
| Crane NXTCXT | 1.3% | $19m | 375,545 | +4% |
| Laureate EducationLAUR | 1.3% | $19m | 527,050 | -57% |
| SOLV EnergyMWH | 1.3% | $18m | 538,040 | New |
| Comfort Systems USAFIX | 1.0% | $15m | 7,356 | -4% |
| Spdr Gold TRGLD | 0.9% | $14m | 36,833 | -15% |
| Alamo GroupALG | 0.9% | $13m | 81,490 | -34% |
| ExlService HoldingsEXLS | 0.5% | $8m | 309,798 | +3% |
| Ishares TRIWM | 0.1% | $2m | 5,000 | New |
| CelesticaCLS | <0.1% | $906,893 | 2,486 | -90% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 36.1% since 30 June 2025.
Where the money is
Industrials24.9%
Retail & consumer23.1%
Technology20.1%
Financial services12.4%
Materials8.7%
Media & telecom2.9%
Health care1.5%
Everyday goods1.5%
Other5.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.