Institutions / Neumeier Poma Investment Counsel LLC
Neumeier Poma Investment Counsel LLC
CIK 1044936 · Institution · as of Mar 31, 2026
Portfolio value
$1.21B
Positions
41
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.21B+0.3%Positions
41-4.7%Top holdings
Mar 31, 2026View all 41 →
| Company | Value | % of portfolio |
|---|---|---|
| HA Sustainable Infrastructure Capital, Inc. | $56.29M | 4.6% |
| OSI Systems Inc | $50.83M | 4.2% |
| Fabrinet | $49.99M | 4.1% |
| TTM Technologies Inc | $48.69M | 4.0% |
| Silicon Motion Technology CORPSIMO | $48.08M | 4.0% |
| MYR Group Inc. | $45.82M | 3.8% |
| UMB Financial Corp | $45.56M | 3.8% |
| Dycom Industries Inc | $45.36M | 3.7% |
| Fti Consulting, Inc | $44.73M | 3.7% |
| Laureate Education, Inc. | $42.92M | 3.5% |
| Tower Semiconductor LTD. | $42.01M | 3.5% |
| Adtalem Global Education Inc | $39.43M | 3.2% |
| Tetra Tech Inc | $39.27M | 3.2% |
| Steven Madden, Ltd. | $37.81M | 3.1% |
| Blue Bird Corporation | $35.50M | 2.9% |
| Champion Homes Inc | $35.38M | 2.9% |
| Acushnet Holdings Corp. | $34.71M | 2.9% |
| Federal Signal Corp /De | $31.89M | 2.6% |
| Pathward Financial Inc | $31.78M | 2.6% |
| McGrath Rentcorp | $31.51M | 2.6% |
| Onespaworld Holdings Limited | $30.34M | 2.5% |
| Lakeland Financial Corp | $27.44M | 2.3% |
| Cavco Industries, Inc. | $26.20M | 2.2% |
| Korn Ferry | $24.93M | 2.1% |
| Modine Manufacturing Co | $24.82M | 2.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Fti Consulting, Inc Common stock | $40.79M | +231K +1035.52% | 253,050 3.69% of portfolio | medium |
| Q1 2026 as of | Trim | M87915274 Common stock | $-38.24M | -218K -47.65% | 239,387 3.46% of portfolio | medium |
| Q1 2026 as of | Trim | Huron Consulting Group Inc. Common stock | $-25.61M | -201K -70.53% | 83,941 0.88% of portfolio | medium |
| Q1 2026 as of | Trim | ExlService Holdings Inc Common stock | $-21.15M | -694K -69.82% | 300,198 0.75% of portfolio | medium |
| Q1 2026 as of | New | Willdan Group, Inc. Common stock | $16.51M | +216K | 215,660 1.36% of portfolio | medium |
| Q1 2026 as of | Exit | Legalzoom.com Inc Common stock | $-15.86M | -1.6M -100.00% | 0 | medium |
| Q1 2026 as of | Add | Laureate Education, Inc. Common stock | $14.41M | +414K +50.55% | 1,231,995 3.54% of portfolio | medium |
| Q1 2026 as of | Trim | TTM Technologies Inc Common stock | $-13.45M | -138K -21.64% | 499,750 4.01% of portfolio | medium |
| Q1 2026 as of | Exit | 749527107 Common stock | $-11.29M | -186K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | MYR Group Inc. Common stock | $-11.08M | -39K -19.47% | 162,294 3.78% of portfolio | medium |