Institutions / Neumeier Poma Investment Counsel LLC / Activity
Activity — Neumeier Poma Investment Counsel LLC
44 moves.
| 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 |
| Q1 2026 as of | Trim | Comfort Systems USA Inc Common stock | $-9.57M | -7K -47.53% | 7,661 0.87% of portfolio | medium |
| Q1 2026 as of | Trim | ICF International Inc Common stock | $-8.66M | -133K -27.58% | 348,426 1.87% of portfolio | medium |
| Q1 2026 as of | Add | Blue Bird Corporation Common stock | $8.46M | +149K +31.29% | 625,195 2.93% of portfolio | medium |
| Q1 2026 as of | Add | Pathward Financial Inc Common stock | $8.22M | +92K +34.87% | 356,200 2.62% of portfolio | medium |
| Q1 2026 as of | Add | Federal Signal Corp /De Common stock | $7.78M | +72K +32.27% | 294,866 2.63% of portfolio | medium |
| Q1 2026 as of | Add | UMB Financial Corp Common stock | $7.58M | +67K +19.96% | 403,907 3.75% of portfolio | medium |
| Q1 2026 as of | Exit | Everus Construction Group, Inc. Common stock | $-6.74M | -79K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | SIMO Silicon Motion Technology CORP ADR | $-6.02M | -54K -11.13% | 428,188 3.96% of portfolio | medium |
| Q1 2026 as of | Trim | CLS Celestica Inc Common Stock | $-5.66M | -20K -45.42% | 24,148 0.56% of portfolio | medium |
| Q1 2026 as of | Add | Tetra Tech Inc Common stock | $5.34M | +177K +15.74% | 1,303,913 3.24% of portfolio | medium |
| Q1 2026 as of | Exit | CBIZ, Inc. Common stock | $-5.12M | -102K -100.00% | 0 | medium |
| Q1 2026 as of | Add | HA Sustainable Infrastructure Capital, Inc. Common stock | $5.11M | +139K +9.98% | 1,531,744 4.64% of portfolio | medium |
| Q1 2026 as of | Add | Alamo Group Inc Common stock | $5.02M | +30K +32.71% | 123,511 1.68% of portfolio | medium |
| Q1 2026 as of | New | 152006102 Common stock | $4.84M | +272K | 271,843 0.40% of portfolio | low |
| Q1 2026 as of | Add | Fabrinet Common stock | $4.27M | +8K +9.34% | 95,858 4.12% of portfolio | low |
| Q1 2026 as of | Add | Steven Madden, Ltd. Common stock | $1.94M | +57K +5.40% | 1,114,575 3.12% of portfolio | low |
| Q1 2026 as of | Trim | Modine Manufacturing Co Common stock | $-1.63M | -8K -6.17% | 114,520 2.05% of portfolio | low |
| Q1 2026 as of | Trim | Acushnet Holdings Corp. Common stock | $-1.23M | -13K -3.42% | 371,259 2.86% of portfolio | low |
| Q1 2026 as of | Trim | OSI Systems Inc Common stock | $-1.16M | -4K -2.23% | 191,430 4.19% of portfolio | low |
| Q1 2026 as of | Trim | Dycom Industries Inc Common stock | $-1.00M | -3K -2.17% | 133,883 3.74% of portfolio | low |
| Q1 2026 as of | Add | Adtalem Global Education Inc Common stock | $979.0K | +8K +2.55% | 342,087 3.25% of portfolio | low |
| Q1 2026 as of | Trim | Korn Ferry Common stock | $-962.5K | -15K -3.72% | 395,972 2.05% of portfolio | low |
| Q1 2026 as of | Trim | McGrath Rentcorp Common stock | $-694.2K | -6K -2.16% | 285,708 2.60% of portfolio | low |
| Q1 2026 as of | Trim | InterDigital, Inc. Common stock | $-656.9K | -2K -3.09% | 68,144 1.70% of portfolio | low |
| Q1 2026 as of | Add | John Wiley & Sons Inc Common stock | $642.0K | +17K +4.28% | 410,565 1.29% of portfolio | low |
| Q1 2026 as of | Trim | Champion Homes Inc Common stock | $-631.0K | -8K -1.75% | 475,711 2.92% of portfolio | low |
| Q1 2026 as of | Trim | ePlus Inc Common stock | $-629.1K | -8K -2.97% | 273,070 1.69% of portfolio | low |
| Q1 2026 as of | Trim | P73684113 Common stock | $-590.3K | -26K -1.91% | 1,322,022 2.50% of portfolio | low |
| Q1 2026 as of | Trim | Cavco Industries, Inc. Common stock | $-588.4K | -1K -2.20% | 54,097 2.16% of portfolio | low |
| Q1 2026 as of | Trim | Primo Brands Corp Common stock | $-417.3K | -22K -2.55% | 845,925 1.31% of portfolio | low |
| Q1 2026 as of | Trim | Crane NXT, Co. Common stock | $-354.8K | -9K -2.36% | 362,275 1.21% of portfolio | low |
| Q1 2026 as of | Trim | Limbach Holdings Inc Common stock | $-335.6K | -4K -1.35% | 313,938 2.02% of portfolio | low |
| Q1 2026 as of | Trim | Ufp Technologies Inc Common stock | $-244.9K | -1K -2.43% | 50,855 0.81% of portfolio | low |
| Q1 2026 as of | Trim | Lakeland Financial Corp Common stock | $-234.1K | -4K -0.85% | 478,164 2.26% of portfolio | low |