§ 13F · FUND PROFILE
NEUMEIER POMA INVESTMENT COUNSEL LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 41Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1.53M | $56M | 4.6% | +10% |
| 2 | OSIS | OSI Systems Inc. | 191K | $51M | 4.2% | −2% |
| 3 | FN | Fabrinet | 96K | $50M | 4.1% | +9% |
| 4 | TTMI | TTM Technologies Inc. | 500K | $49M | 4.0% | −22% |
| 5 | SIMO | Silicon Motion Technology Corp. | 428K | $48M | 4.0% | −11% |
| 6 | MYRG | MYR Group Inc. | 162K | $46M | 3.8% | −19% |
| 7 | UMBF | UMB Financial Corp. | 404K | $46M | 3.8% | +20% |
| 8 | DY | Dycom Industries Inc. | 134K | $45M | 3.7% | −2% |
| 9 | FCN | FTI Consulting | 253K | $45M | 3.7% | +1036% |
| 10 | LAUR | Laureate Education Inc. | 1.23M | $43M | 3.5% | +51% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEUMEIER SIGNAL
AC read
NEUMEIER POMA INVESTMENT COUNSEL LLC is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed