NEUMEIER POMA INVESTMENT COUNSEL LLC
41 holdingsFiling period: 2026-03-31Current AUM: $1.39Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1.53M | $56.3M | $58.0M | 4.18% | +138.9K | 2026-03-31 |
| 2 | OSIS | OSI Systems Inc. | 191.4K | $50.8M | $42.4M | 3.06% | -4,365 | 2026-03-31 |
| 3 | — | Fabrinet | 95.9K | $50.0M | $50.0M | 3.60% | +8.2K | 2026-03-31 |
| 4 | TTMI | TTM Technologies Inc. | 499.8K | $48.7M | $57.7M | 4.16% | -138,040 | 2026-03-31 |
| 5 | SIMO | Silicon Motion Technology Corp. | 428.2K | $48.1M | $108.6M | 7.83% | -53,630 | 2026-03-31 |
| 6 | MYRG | MYR Group Inc. | 162.3K | $45.8M | $54.1M | 3.90% | -39,245 | 2026-03-31 |
| 7 | UMBF | UMB Financial Corp. | 403.9K | $45.6M | $58.9M | 4.24% | +67.2K | 2026-03-31 |
| 8 | DY | Dycom Industries Inc. | 133.9K | $45.4M | $53.7M | 3.87% | -2,965 | 2026-03-31 |
| 9 | FCN | FTI Consulting | 253.1K | $44.7M | $40.3M | 2.91% | +230.8K | 2026-03-31 |
| 10 | LAUR | Laureate Education Inc. | 1.23M | $42.9M | $47.2M | 3.40% | +413.7K | 2026-03-31 |
| 11 | — | Tower Semiconductor LTD. | 239.4K | $42.0M | $42.0M | 3.03% | -217,901 | 2026-03-31 |
| 12 | CVSA | Covista Inc. | 342.1K | $39.4M | $42.7M | 3.08% | +8.5K | 2026-03-31 |
| 13 | TTEK | Tetra Tech Inc. | 1.30M | $39.3M | $43.2M | 3.12% | +177.3K | 2026-03-31 |
| 14 | SHOO | Steven Madden LTD. | 1.11M | $37.8M | $51.4M | 3.70% | +57.1K | 2026-03-31 |
| 15 | BLBD | Blue Bird Corp. | 625.2K | $35.5M | $46.5M | 3.35% | +149.0K | 2026-03-31 |
| 16 | SKY | Champion Homes Inc. | 475.7K | $35.4M | $37.9M | 2.73% | -8,485 | 2026-03-31 |
| 17 | GOLF | Acushnet Holdings Corp. | 371.3K | $34.7M | $37.6M | 2.71% | -13,165 | 2026-03-31 |
| 18 | FSS | Federal Signal Corp. | 294.9K | $31.9M | $36.8M | 2.66% | +71.9K | 2026-03-31 |
| 19 | CASH | Pathward Financial Inc. | 356.2K | $31.8M | $31.4M | 2.27% | +92.1K | 2026-03-31 |
| 20 | MGRC | McGrath RentCorp | 285.7K | $31.5M | $32.9M | 2.37% | -6,295 | 2026-03-31 |
| 21 | — | Onespaworld Holdings Limited | 1.32M | $30.3M | $30.3M | 2.19% | -25,720 | 2026-03-31 |
| 22 | LKFN | Lakeland Financial Corp. | 478.2K | $27.4M | $30.0M | 2.16% | -4,080 | 2026-03-31 |
| 23 | CVCO | Cavco Industries Inc. | 54.1K | $26.2M | $29.6M | 2.13% | -1,215 | 2026-03-31 |
| 24 | KFY | Korn Ferry | 396.0K | $24.9M | $32.6M | 2.35% | -15,290 | 2026-03-31 |
| 25 | MOD | Modine Manufacturing Co. | 114.5K | $24.8M | $23.0M | 1.66% | -7,532 | 2026-03-31 |
← Scroll →
Page 1 of 2