§ 13F · FUND PROFILE
NEUMEIER POMA INVESTMENT COUNSEL LLC.
AUM · $1.5B (13F)Positions · 42Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DY | Dycom Industries Inc. | 121K | $61M | 4.2% | −10% |
| 2 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1.56M | $61M | 4.2% | +2% |
| 3 | SIMO | Silicon Motion Technology Corp. | 176K | $59M | 4.0% | −59% |
| 4 | UMBF | UMB Financial Corp. | 411K | $59M | 4.0% | +2% |
| 5 | FSS | Federal Signal Corp. | 404K | $52M | 3.6% | +37% |
| 6 | SKY | Champion Homes Inc. | 584K | $51M | 3.5% | +23% |
| 7 | BLBD | Blue Bird Corp. | 648K | $51M | 3.5% | +4% |
| 8 | MYRG | MYR Group Inc. | 100K | $50M | 3.4% | −38% |
| 9 | SHOO | Steven Madden LTD. | 1.19M | $50M | 3.4% | +6% |
| 10 | OSIS | OSI Systems Inc. | 223K | $49M | 3.3% | +16% |
§ 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 $1.5 billion in assets. The fund runs a portfolio of 42 positions.
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