NEUMEIER POMA INVESTMENT COUNSEL LLC
Follow13F filer, CIK 1044936, CARMEL, CA
NEUMEIER POMA INVESTMENT COUNSEL LLC reported $1,460,653,419 across 42 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 37.13% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-095263
- Period
- 2026-06-30
- Reported value
- $1.46B
- Holdings
- 42
- Top 10 weight
- 37.13%
- New
- 2
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CGAUadded | +1,778,855 | $28.2M |
| WLDNadded | +314,550 | $24.9M |
| IDCCadded | +81,435 | $23.1M |
| WLYadded | +454,895 | $22.1M |
| MWHnew | +538,040 | $18.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SIMOreduced | -251,780 | -$83.9M |
| TTMIreduced | -255,485 | -$47.8M |
| MYRGreduced | -62,357 | -$31.2M |
| LAURreduced | -704,945 | -$25.6M |
| TSEMreduced | -98,172 | -$25.6M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001104659-26-095263, largest first. % of portfolio is the value over $1,460,653,419, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| DYDYCOM INDS INC | 120,636 | $61M | 4.18% | -13,247 | Timeline | ||
| HASIHA SUSTAINABLE INFRA CAP INC | 1,558,663 | $60.9M | 4.17% | +26,919 | Timeline | ||
| SIMOSILICON MOTION TECHNOLOGY CO | 176,408 | $58.8M | 4.03% | -251,780 | Timeline | ||
| UMBFUMB FINL CORP | 410,797 | $58.6M | 4.02% | +6,890 | Timeline | ||
| FSSFEDERAL SIGNAL CORP | 404,008 | $51.9M | 3.55% | +109,142 | Timeline | ||
| SKYCHAMPION HOMES INC | 583,826 | $51.4M | 3.52% | +108,115 | Timeline | ||
| BLBDBLUE BIRD CORP | 647,540 | $51.1M | 3.5% | +22,345 | Timeline | ||
| MYRGMYR GROUP INC | 99,937 | $50M | 3.42% | -62,357 | Timeline | ||
| SHOOMADDEN STEVEN LTD | 1,185,049 | $49.9M | 3.42% | +70,474 | Timeline | ||
| OSISOSI SYSTEMS INC | 222,515 | $48.7M | 3.33% | +31,085 | Timeline | ||
| TTMITTM TECHNOLOGIES INC | 244,265 | $45.7M | 3.13% | -255,485 | Timeline | ||
| GOLFACUSHNET HLDGS CORP | 382,099 | $45.3M | 3.1% | +10,840 | Timeline | ||
| FCNFTI CONSULTING INC | 299,975 | $44.7M | 3.06% | +46,925 | Timeline | ||
| CVSACOVISTA INC | 353,047 | $44M | 3.01% | +10,960 | Timeline | ||
| TTEKTETRA TECH INC NEW | 1,514,378 | $43.8M | 3% | +210,465 | Timeline | ||
| OSWONESPAWORLD HOLDINGS LIMITED | 1,539,032 | $43.5M | 2.98% | +217,010 | Timeline | ||
| CVCOCAVCO INDS INC DEL | 69,707 | $42.8M | 2.93% | +15,610 | Timeline | ||
| IDCCINTERDIGITAL INC | 149,579 | $42.4M | 2.9% | +81,435 | Timeline | ||
| WLYWILEY JOHN & SONS INC | 865,460 | $42M | 2.87% | +454,895 | Timeline | ||
| WLDNWILLDAN GROUP INC | 530,210 | $41.9M | 2.87% | +314,550 | Timeline | ||
| FNFABRINET | 66,678 | $37.5M | 2.57% | -29,180 | Timeline | ||
| TSEMTOWER SEMICONDUCTOR LTD | 141,215 | $36.8M | 2.52% | -98,172 | Timeline | ||
| MGRCMCGRATH RENTCORP | 295,108 | $35.7M | 2.45% | +9,400 | Timeline | ||
| CGAUCENTERRA GOLD INC | 2,050,698 | $32.5M | 2.23% | +1,778,855 | Timeline | ||
| MODMODINE MFG CO | 119,400 | $31.9M | 2.18% | +4,880 | Timeline | ||
| LKFNLAKELAND FINL CORP | 497,399 | $30.7M | 2.1% | +19,235 | Timeline | ||
| CASHPATHWARD FINANCIAL INC | 351,870 | $30.6M | 2.1% | -4,330 | Timeline | ||
| KFYKORN FERRY | 401,362 | $26.7M | 1.83% | +5,390 | Timeline | ||
| LMBLIMBACH HLDGS INC | 323,953 | $24.9M | 1.71% | +10,015 | Timeline | ||
| PLUSEPLUS INC | 275,000 | $22.9M | 1.57% | +1,930 | Timeline | ||
| UFPTUFP TECHNOLOGIES INC | 84,575 | $22.4M | 1.54% | +33,720 | Timeline | ||
| PRMBPRIMO BRANDS CORPORATION | 875,785 | $21.4M | 1.47% | +29,860 | Timeline | ||
| ICFIICF INTL INC | 268,045 | $19.5M | 1.34% | -80,381 | Timeline | ||
| CXTCRANE NXT CO | 375,545 | $19.2M | 1.32% | +13,270 | Timeline | ||
| LAURLAUREATE ED INC | 527,050 | $19.1M | 1.31% | -704,945 | Timeline | ||
| MWHSOLV ENERGY INC | 538,040 | $18.3M | 1.25% | new | Timeline | ||
| FIXCOMFORT SYS USA INC | 7,356 | $14.6M | 1% | -305 | Timeline | ||
| GLDSPDR GOLD TR | 36,833 | $13.6M | 0.93% | -6,352 | Timeline | ||
| ALGALAMO GROUP INC | 81,490 | $13.4M | 0.92% | -42,021 | Timeline | ||
| EXLSEXLSERVICE HLDGS INC | 309,798 | $8.01M | 0.55% | +9,600 | Timeline | ||
| IWMISHARES TR | 5,000 | $1.5M | 0.1% | new | Timeline | ||
| CLSCELESTICA INC | 2,486 | $907K | 0.06% | -21,662 | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| HURNHURON CONSULTING GROUP INC | 83,941 | $10.7M | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001104659-26-095263 | base | 2026-08-13 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-095263 | Quarter ended 2026-06-30 | 2026-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-26-059673 | Quarter ended 2026-03-31 | 2026-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-26-012937 | Quarter ended 2025-12-31 | 2026-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-109533 | Quarter ended 2025-09-30 | 2025-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-076349 | Quarter ended 2025-06-30 | 2025-08-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-046939 | Quarter ended 2025-03-31 | 2025-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-011722 | Quarter ended 2024-12-31 | 2025-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-117114 | Quarter ended 2024-09-30 | 2024-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-088565 | Quarter ended 2024-06-30 | 2024-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-060118 | Quarter ended 2024-03-31 | 2024-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-016886 | Quarter ended 2023-12-31 | 2024-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-115963 | Quarter ended 2023-09-30 | 2023-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-089454 | Quarter ended 2023-06-30 | 2023-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-057926 | Quarter ended 2023-03-31 | 2023-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-017823 | Quarter ended 2022-12-31 | 2023-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-116118 | Quarter ended 2022-09-30 | 2022-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-088236 | Quarter ended 2022-06-30 | 2022-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-058483 | Quarter ended 2022-03-31 | 2022-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-019707 | Quarter ended 2021-12-31 | 2022-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-136587 | Quarter ended 2021-09-30 | 2021-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-103853 | Quarter ended 2021-06-30 | 2021-08-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-064765 | Quarter ended 2021-03-31 | 2021-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-016942 | Quarter ended 2020-12-31 | 2021-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-123474 | Quarter ended 2020-09-30 | 2020-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-093464 | Quarter ended 2020-06-30 | 2020-08-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-060421 | Quarter ended 2020-03-31 | 2020-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-017578 | Quarter ended 2019-12-31 | 2020-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-063657 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-045714 | Quarter ended 2019-06-30 | 2019-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-029093 | Quarter ended 2019-03-31 | 2019-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-008209 | Quarter ended 2018-12-31 | 2019-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-18-068146 | Quarter ended 2018-09-30 | 2018-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-18-051701 | Quarter ended 2018-06-30 | 2018-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-18-032668 | Quarter ended 2018-03-31 | 2018-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-18-009304 | Quarter ended 2017-12-31 | 2018-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-17-067585 | Quarter ended 2017-09-30 | 2017-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-17-051167 | Quarter ended 2017-06-30 | 2017-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-17-031707 | Quarter ended 2017-03-31 | 2017-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-17-008196 | Quarter ended 2016-12-31 | 2017-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-16-156189 | Quarter ended 2016-09-30 | 2016-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-16-138803 | Quarter ended 2016-06-30 | 2016-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-16-120368 | Quarter ended 2016-03-31 | 2016-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-16-095670 | Quarter ended 2015-12-31 | 2016-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-15-078392 | Quarter ended 2015-09-30 | 2015-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-15-059278 | Quarter ended 2015-06-30 | 2015-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-15-037853 | Quarter ended 2015-03-31 | 2015-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-15-009147 | Quarter ended 2014-12-31 | 2015-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-14-080008 | Quarter ended 2014-09-30 | 2014-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-14-060603 | Quarter ended 2014-06-30 | 2014-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-14-038409 | Quarter ended 2014-03-31 | 2014-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-14-008108 | Quarter ended 2013-12-31 | 2014-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-13-084374 | Quarter ended 2013-09-30 | 2013-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-13-063791 | Quarter ended 2013-06-30 | 2013-08-14 | acceptance time not in the bulk data set |