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CIK: 0001044936
Total reported value
$1.5B
$1.5B
41 檔
17.4%
According to the latest 13F quarterly dataset, Neumeier Poma Investment Counsel LLC managed an equity portfolio of $1.5B at the end of Q1 2026, spanning 41 distinct U.S. exchange-listed positions.
In Q1 2026, Neumeier Poma Investment Counsel LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 4.64% | -0.47% | +9.98% | |
| 2 | OSIS | Osi Systems Inc | Stock-Tech | 4.19% | -0.86% | -2.23% | |
| 3 | FN | Fabrinet | Stock-Tech | 4.12% | -1.55% | +9.34% | |
| 4 | TTMI | Ttm Technologies | Stock-Tech | 4.01% | -0.88% | -21.64% | |
| 5 | SIMO | Silicon Motion Technol-adr | Stock-Other | 3.96% | +0.07% | -11.13% | |
| 6 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 3.78% | -0.36% | -19.47% | |
| 7 | UMBF | Umb Financial CORP | Stock-Financials | 3.75% | +0.26% | +19.96% | |
| 8 | DY | Dycom Industries Inc | Stock-Industrials | 3.74% | +0.44% | -2.17% | |
| 9 | FCN | Fti Consulting Inc | Stock-Industrials | 3.69% | -0.63% | +1035.52% | |
| 10 | LAUR | Laureate Education Inc | Stock-Other | 3.54% | -2.23% | +50.55% | |
| 11 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 3.46% | -0.94% | -47.65% | |
| 12 | CVSA | Covista Inc | Stock-Consumer Staples | 3.25% | -0.24% | +2.55% | |
| 13 | TTEK | Tetra Tech Inc | Stock-Industrials | 3.24% | -0.24% | +15.74% | |
| 14 | SHOO | Steven Madden LTD | Stock-Other | 3.12% | +0.30% | +5.40% | |
| 15 | BLBD | Blue Bird CORP | Stock-Other | 2.93% | +0.57% | +31.29% | |
| 16 | SKY | Champion Homes Inc | Stock-Consumer Disc | 2.92% | +0.60% | -1.75% | |
| 17 | GOLF | Acushnet Holdings CORP | Stock-Other | 2.86% | +0.24% | -3.42% | |
| 18 | FSS | Federal Signal CORP | Stock-Industrials | 2.63% | +0.92% | +32.27% | |
| 19 | CASH | Pathward Financial Inc | Stock-Other | 2.62% | -0.52% | +34.87% | |
| 20 | MGRC | Mcgrath Rentcorp | Stock-Other | 2.60% | -0.15% | -2.16% | |
| 21 | ✓ | Stock-Other | 2.50% | +0.48% | -1.91% | ||
| 22 | LKFN | Lakeland Financial CORP | Stock-Other | 2.26% | -0.16% | -0.85% | |
| 23 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 2.16% | +0.77% | -2.20% | |
| 24 | KFY | Korn Ferry | Stock-Industrials | 2.05% | -0.22% | -3.72% | |
| 25 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 2.05% | +0.13% | -6.17% | |
| 26 | LMB | Limbach Holdings Inc | Stock-Other | 2.02% | -0.31% | -1.35% | |
| 27 | ICFI | Icf International Inc | Stock-Other | 1.87% | -0.54% | -27.58% | |
| 28 | IDCC | Interdigital Inc | Stock-Tech | 1.70% | +1.20% | -3.09% | |
| 29 | PLUS | Eplus Inc | Stock-Other | 1.69% | -0.12% | -2.97% | |
| 30 | ALG | Alamo Group Inc | Stock-Other | 1.68% | -0.76% | +32.71% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 1.53% | -0.60% | — | |
| 32 | WLDN | Willdan Group Inc | Stock-Other | 1.36% | +1.51% | — | |
| 33 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 1.31% | +0.16% | -2.55% | |
| 34 | WLY | Wiley (john) & Sons-class A | Stock-Other | 1.29% | +1.58% | +4.28% | |
| 35 | CXT | Crane Nxt Co | Stock-Industrials | 1.21% | +0.11% | -2.36% | |
| 36 | HURN | Huron Consulting Group Inc | Stock-Other | 0.88% | -0.88% | EXIT | |
| 37 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.87% | +0.13% | -47.53% | |
| 38 | UFPT | Ufp Technologies Inc | Stock-Other | 0.81% | +0.73% | -2.43% | |
| 39 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.75% | -0.20% | -69.82% | |
| 40 | CLS | Celestica Inc | Stock-Tech | 0.56% | -0.50% | -45.42% | |
| 41 | CGAU | Centerra Gold Inc | Stock-Other | 0.40% | +1.83% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FCN | Fti Consulting Inc | +3.4% | +1035.52% | Add |
| 2 | LAUR | Laureate Education Inc | +1.3% | +50.55% | Add |
| 3 | BLBD | Blue Bird CORP | +1.1% | +31.29% | Add |
| 4 | CASH | Pathward Financial Inc | +1.1% | +34.87% | Add |
| 5 | HASI | Ha Sustainable Infrastructur | +1% | +9.98% | Add |
| 6 | FN | Fabrinet | +0.8% | +9.34% | Add |
| 7 | MOD | Modine Manufacturing Co | +0.7% | -6.17% | Trim |
| 8 | FSS | Federal Signal CORP | +0.6% | +32.27% | Add |
| 9 | UMBF | Umb Financial CORP | +0.6% | +19.96% | Add |
| 10 | CVSA | Covista Inc | +0.4% | +2.55% | Add |
| 11 | ALG | Alamo Group Inc | +0.4% | +32.71% | Add |
| 12 | TTMI | Ttm Technologies | +0.4% | -21.64% | Trim |
| 13 | GOLF | Acushnet Holdings CORP | +0.3% | -3.42% | Trim |
| 14 | WLY | Wiley (john) & Sons-class A | +0.3% | +4.28% | Add |
| 15 | SIMO | Silicon Motion Technol-adr | +0.3% | -11.13% | Trim |
| 16 | ✓ | +0.2% | -1.91% | Trim | |
| 17 | MYRG | Myr Group Inc/delaware | +0.1% | -19.47% | Trim |
| 18 | PRMB | Primo Brands CORP | +0.1% | -2.55% | Trim |
| 19 | TTEK | Tetra Tech Inc | +0.1% | +15.74% | Add |
| 20 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 21 | MGRC | Mcgrath Rentcorp | +0.1% | -2.16% | Trim |
| 22 | OSIS | Osi Systems Inc | +0.1% | -2.23% | Trim |
| 23 | LKFN | Lakeland Financial CORP | 0% | -0.85% | Trim |
| 24 | LMB | Limbach Holdings Inc | 0% | -1.35% | Trim |
| 25 | DY | Dycom Industries Inc | -0.1% | -2.17% | Trim |
| 26 | IDCC | Interdigital Inc | -0.2% | -3.09% | Trim |
| 27 | UFPT | Ufp Technologies Inc | -0.2% | -2.43% | Trim |
| 28 | KFY | Korn Ferry | -0.2% | -3.72% | Trim |
| 29 | CXT | Crane Nxt Co | -0.2% | -2.36% | Trim |
| 30 | FIX | Comfort Systems USA Inc | -0.3% | -47.53% | Trim |
| 31 | PLUS | Eplus Inc | -0.4% | -2.97% | Trim |
| 32 | SKY | Champion Homes Inc | -0.5% | -1.75% | Trim |
| 33 | CLS | Celestica Inc | -0.5% | -45.42% | Trim |
| 34 | SHOO | Steven Madden LTD | -0.5% | +5.40% | Add |
| 35 | CVCO | Cavco Industries Inc | -0.5% | -2.20% | Trim |
| 36 | TSEM | Tower Semiconductor Ltd. | -1% | -47.65% | Trim |
| 37 | ICFI | Icf International Inc | -1.5% | -27.58% | Trim |
| 38 | EXLS | Exlservice Holdings Inc | -2.7% | -69.82% | Trim |
| 39 | HURN | Huron Consulting Group Inc | -3.2% | -70.53% | Trim |
| 40 | WLDN | Willdan Group Inc | — | NEW | New buy |
| 41 | LZ | Legalzoomcom Inc | — | EXIT | Sold out |
| 42 | 1RG | Rev Group Inc | — | EXIT | Sold out |
| 43 | ECG | Everus Construction Group | — | EXIT | Sold out |
| 44 | CBZ | Cbiz Inc | — | EXIT | Sold out |
| 45 | CGAU | Centerra Gold Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Neumeier Poma Investment Counsel LLC reported a total U.S. public equity portfolio value of $1.5B across 41 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HASI, OSIS, FN) accounted for 17.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
WLDN
市值: $16.5M
Top Position Liquidated / Trimmed
LZ
前期市值: $15.9M
During Q1 2026, Neumeier Poma Investment Counsel LLC's top holdings by market value included HASI (4.6%)、OSIS (4.2%)、FN (4.1%). The largest single position, HASI, represented 4.6% of total portfolio value.
In Q1 2026, Neumeier Poma Investment Counsel LLC made 44 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 25 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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