NEUMEIER POMA INVESTMENT COUNSEL LLC
42 holdingsFiling period: 2026-06-30Current AUM: $1.34Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DY | Dycom Industries Inc. | 120.6K | $61.0M | $34.1M | 2.55% | -13,247 | 2026-06-30 |
| 2 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1.56M | $60.9M | $56.8M | 4.25% | +26.9K | 2026-06-30 |
| 3 | SIMO | Silicon Motion Technology Corp. | 176.4K | $58.8M | $42.2M | 3.16% | -251,780 | 2026-06-30 |
| 4 | UMBF | UMB Financial Corp. | 410.8K | $58.6M | $56.5M | 4.23% | +6.9K | 2026-06-30 |
| 5 | FSS | Federal Signal Corp. | 404.0K | $51.9M | $45.7M | 3.42% | +109.1K | 2026-06-30 |
| 6 | SKY | Champion Homes Inc. | 583.8K | $51.4M | $49.4M | 3.70% | +108.1K | 2026-06-30 |
| 7 | BLBD | Blue Bird Corp. | 647.5K | $51.1M | $40.0M | 3.00% | +22.3K | 2026-06-30 |
| 8 | MYRG | MYR Group Inc. | 99.9K | $50.0M | $27.1M | 2.03% | -62,357 | 2026-06-30 |
| 9 | SHOO | Steven Madden LTD. | 1.19M | $49.9M | $47.9M | 3.59% | +70.5K | 2026-06-30 |
| 10 | OSIS | OSI Systems Inc. | 222.5K | $48.7M | $45.1M | 3.37% | +31.1K | 2026-06-30 |
| 11 | TTMI | TTM Technologies Inc. | 244.3K | $45.7M | $27.5M | 2.06% | -255,485 | 2026-06-30 |
| 12 | GOLF | Acushnet Holdings Corp. | 382.1K | $45.3M | $31.8M | 2.38% | +10.8K | 2026-06-30 |
| 13 | FCN | FTI Consulting | 300.0K | $44.7M | $44.1M | 3.30% | +46.9K | 2026-06-30 |
| 14 | CVSA | Covista Inc. | 353.0K | $44.0M | $44.6M | 3.34% | +11.0K | 2026-06-30 |
| 15 | TTEK | Tetra Tech Inc. | 1.51M | $43.8M | $55.6M | 4.16% | +210.5K | 2026-06-30 |
| 16 | — | Onespaworld Holdings Limited | 1.54M | $43.5M | $43.5M | 3.25% | +217.0K | 2026-06-30 |
| 17 | CVCO | Cavco Industries Inc. | 69.7K | $42.8M | $37.4M | 2.80% | +15.6K | 2026-06-30 |
| 18 | IDCC | Interdigital Inc. | 149.6K | $42.4M | $48.8M | 3.65% | +81.4K | 2026-06-30 |
| 19 | WLY | Wiley John & Sons Inc. | 865.5K | $42.0M | $42.7M | 3.20% | +454.9K | 2026-06-30 |
| 20 | WLDN | Willdan Group Inc. | 530.2K | $41.9M | $41.3M | 3.09% | +314.6K | 2026-06-30 |
| 21 | — | Fabrinet | 66.7K | $37.5M | $37.5M | 2.81% | -29,180 | 2026-06-30 |
| 22 | — | Tower Semiconductor LTD. | 141.2K | $36.8M | $36.8M | 2.76% | -98,172 | 2026-06-30 |
| 23 | MGRC | McGrath RentCorp | 295.1K | $35.7M | $32.7M | 2.45% | +9.4K | 2026-06-30 |
| 24 | CGAU | Centerra Gold Inc. | 2.05M | $32.5M | $45.3M | 3.39% | +1.78M | 2026-06-30 |
| 25 | MOD | Modine Manufacturing Co. | 119.4K | $31.9M | $21.4M | 1.60% | +4.9K | 2026-06-30 |
← Scroll →
Page 1 of 2