NEUMEIER POMA INVESTMENT COUNSEL LLC

CIK 0001044936 · CARMEL, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

NEUMEIER POMA INVESTMENT COUNSEL LLC reported 42 positions worth $1.46B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: DY (4.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.46B
2026 Q2
Positions
42
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.1%
Est. Net Flow (Q)
2026 Q2
10 / 42 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DYDycom Industries Inc.SH$61.0M4.18%120,636
2HASIHannon Armstrong Sustainable Infrastructure Capital Inc.SH$60.9M4.17%1,558,663
3SIMOSilicon Motion Technology Corp.SH$58.8M4.03%176,408
4UMBFUMB Financial Corp.SH$58.6M4.02%410,797
5FSSFederal Signal Corp.SH$51.9M3.55%404,008
6SKYChampion Homes Inc.SH$51.4M3.52%583,826
7BLBDBlue Bird Corp.SH$51.1M3.50%647,540
8MYRGMYR Group Inc.SH$50.0M3.42%99,937
9SHOOSteven Madden LTD.SH$49.9M3.42%1,185,049
10OSISOSI Systems Inc.SH$48.7M3.33%222,515

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does NEUMEIER POMA INVESTMENT COUNSEL LLC hold as of Q2 2026?

NEUMEIER POMA INVESTMENT COUNSEL LLC reported 42 positions worth $1.46B in its Q2 2026 13F filing. Largest positions: DY (4.2%), HASI (4.2%), SIMO (4.0%), UMBF (4.0%) and FSS (3.6%).

What did NEUMEIER POMA INVESTMENT COUNSEL LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did NEUMEIER POMA INVESTMENT COUNSEL LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.