Neumeier Poma Investment Counsel LLC
42 holdingsFiling period: 2026-06-30Current AUM: $1.31Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DY | Dycom Industries Inc. | 120.6K | $61.0M | $30.4M | 2.33% | -13,247 | 2026-06-30 |
| 2 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1.56M | $60.9M | $55.6M | 4.25% | +26.9K | 2026-06-30 |
| 3 | SIMO | Silicon Motion Technology Corp. | 176.4K | $58.8M | $37.7M | 2.88% | -251,780 | 2026-06-30 |
| 4 | UMBF | UMB Financial Corp. | 410.8K | $58.6M | $54.7M | 4.18% | +6.9K | 2026-06-30 |
| 5 | FSS | Federal Signal Corp. | 404.0K | $51.9M | $46.3M | 3.54% | +109.1K | 2026-06-30 |
| 6 | SKY | Champion Homes Inc. | 583.8K | $51.4M | $44.6M | 3.41% | +108.1K | 2026-06-30 |
| 7 | BLBD | Blue Bird Corp. | 647.5K | $51.1M | $37.1M | 2.84% | +22.3K | 2026-06-30 |
| 8 | MYRG | MYR Group Inc. | 99.9K | $50.0M | $27.5M | 2.10% | -62,357 | 2026-06-30 |
| 9 | SHOO | Steven Madden Ltd. | 1.19M | $49.9M | $53.4M | 4.08% | +70.5K | 2026-06-30 |
| 10 | OSIS | OSI Systems Inc. | 222.5K | $48.7M | $43.4M | 3.32% | +31.1K | 2026-06-30 |
| 11 | TTMI | TTM Technologies Inc. | 244.3K | $45.7M | $23.3M | 1.78% | -255,485 | 2026-06-30 |
| 12 | GOLF | Acushnet Holdings Corp. | 382.1K | $45.3M | $30.9M | 2.36% | +10.8K | 2026-06-30 |
| 13 | FCN | FTI Consulting | 300.0K | $44.7M | $45.2M | 3.46% | +46.9K | 2026-06-30 |
| 14 | CVSA | Covista Inc. | 353.0K | $44.0M | $45.1M | 3.45% | +11.0K | 2026-06-30 |
| 15 | TTEK | Tetra Tech Inc. | 1.51M | $43.8M | $52.9M | 4.05% | +210.5K | 2026-06-30 |
| 16 | — | Onespaworld Holdings Limited | 1.54M | $43.5M | $43.5M | 3.32% | +217.0K | 2026-06-30 |
| 17 | CVCO | Cavco Industries Inc. | 69.7K | $42.8M | $36.2M | 2.77% | +15.6K | 2026-06-30 |
| 18 | IDCC | Interdigital Inc. | 149.6K | $42.4M | $48.9M | 3.74% | +81.4K | 2026-06-30 |
| 19 | WLY | Wiley John & Sons Inc. | 865.5K | $42.0M | $45.2M | 3.46% | +454.9K | 2026-06-30 |
| 20 | WLDN | Willdan Group Inc. | 530.2K | $41.9M | $38.6M | 2.95% | +314.6K | 2026-06-30 |
| 21 | — | Fabrinet | 66.7K | $37.5M | $37.5M | 2.87% | -29,180 | 2026-06-30 |
| 22 | — | Tower Semiconductor Ltd. | 141.2K | $36.8M | $36.8M | 2.82% | -98,172 | 2026-06-30 |
| 23 | MGRC | McGrath RentCorp | 295.1K | $35.7M | $33.1M | 2.53% | +9.4K | 2026-06-30 |
| 24 | CGAU | Centerra Gold Inc. | 2.05M | $32.5M | $45.0M | 3.44% | +1.78M | 2026-06-30 |
| 25 | MOD | Modine Manufacturing Co. | 119.4K | $31.9M | $17.5M | 1.34% | +4.9K | 2026-06-30 |
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