CIK: 0001044936
Total reported value
$1.2B
Reporting period: 2026-03-31 · Number of holdings: 41
NEUMEIER POMA INVESTMENT COUNSEL LLC disclosed 41 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.2B and a quarterly turnover rate of 30.3%.
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Neumeier Poma Investment Counsel LLC's disclosed holdings carry a Herfindahl concentration index of 0.030 — mathematically equivalent to about 34 equally-sized positions, close to its 41 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.48), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 60% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add FCN
+1035.5% $40.9M
Trim HURN
-70.5% -$38.6M
Trim EXLS
-69.8% -$33.1M
Trim ICFI
-27.6% -$18.3M
Add LAUR
+50.5% $15.4M
Add BLBD
+31.3% $13.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 4.64% | +1.02% | +9.98% | |
| 2 | OSIS | Osi Systems INC | Stock-Tech | 4.19% | +0.06% | -2.23% | |
| 3 | FN | Fabrinet | Stock-Tech | 4.12% | +0.82% | +9.34% | |
| 4 | TTMI | Ttm Technologies | Stock-Tech | 4.01% | +0.37% | -21.64% | |
| 5 | SIMO | Silicon Motion Technol-adr | Stock-Other | 3.96% | +0.27% | -11.13% | |
| 6 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 3.78% | +0.14% | -19.47% | |
| 7 | UMBF | Umb Financial CORP | Stock-Financials | 3.75% | +0.55% | +19.96% | |
| 8 | DY | Dycom Industries INC | Stock-Industrials | 3.74% | -0.08% | -2.17% | |
| 9 | FCN | Fti Consulting INC | Stock-Industrials | 3.69% | +3.38% | +1035.52% | |
| 10 | LAUR | Laureate Education INC | Stock-Other | 3.54% | +1.26% | +50.55% | |
| 11 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 3.46% | -0.98% | -47.65% | |
| 12 | CVSA | Covista INC | Stock-Consumer Staples | 3.25% | +0.40% | +2.55% | |
| 13 | TTEK | Tetra Tech INC | Stock-Industrials | 3.24% | +0.12% | +15.74% | |
| 14 | SHOO | Steven Madden LTD | Stock-Other | 3.12% | -0.52% | +5.40% | |
| 15 | BLBD | Blue Bird CORP | Stock-Other | 2.93% | +1.08% | +31.29% | |
| 16 | SKY | Champion Homes INC | Stock-Consumer Disc | 2.92% | -0.46% | -1.75% | |
| 17 | GOLF | Acushnet Holdings CORP | Stock-Other | 2.86% | +0.32% | -3.42% | |
| 18 | FSS | Federal Signal CORP | Stock-Industrials | 2.63% | +0.63% | +32.27% | |
| 19 | CASH | Pathward Financial INC | Stock-Other | 2.62% | +1.07% | +34.87% | |
| 20 | MGRC | Mcgrath Rentcorp | Stock-Other | 2.60% | +0.07% | -2.16% | |
| 21 | ✓ | Onespaworld Holdings LTD | Stock-Other | 2.50% | +0.19% | -1.91% | |
| 22 | LKFN | Lakeland Financial CORP | Stock-Other | 2.26% | -0.01% | -0.85% | |
| 23 | CVCO | Cavco Industries INC | Stock-Consumer Disc | 2.16% | -0.54% | -2.20% | |
| 24 | KFY | Korn Ferry | Stock-Industrials | 2.05% | -0.19% | -3.72% | |
| 25 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 2.05% | +0.70% | -6.17% | |
| 26 | LMB | Limbach Holdings INC | Stock-Other | 2.02% | -0.03% | -1.35% | |
| 27 | ICFI | Icf International INC | Stock-Other | 1.87% | -1.51% | -27.58% | |
| 28 | IDCC | Interdigital INC | Stock-Tech | 1.70% | -0.15% | -3.09% | |
| 29 | PLUS | Eplus INC | Stock-Other | 1.69% | -0.35% | -2.97% | |
| 30 | ALG | Alamo Group INC | Stock-Other | 1.68% | +0.39% | +32.71% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 1.53% | +0.12% | — | |
| 32 | WLDN | Willdan Group INC | Stock-Other | 1.36% | +1.36% | NEW | |
| 33 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 1.31% | +0.14% | -2.55% | |
| 34 | WLY | Wiley (john) & Sons-class A | Stock-Other | 1.29% | +0.29% | +4.28% | |
| 35 | CXT | Crane Nxt Co | Stock-Industrials | 1.21% | -0.23% | -2.36% | |
| 36 | HURN | Huron Consulting Group INC | Stock-Other | 0.88% | -3.19% | -70.53% | |
| 37 | FIX | Comfort Systems USA INC | Stock-Industrials | 0.87% | -0.26% | -47.53% | |
| 38 | UFPT | Ufp Technologies INC | Stock-Other | 0.81% | -0.15% | -2.43% | |
| 39 | EXLS | Exlservice Holdings INC | Stock-Tech | 0.75% | -2.74% | -69.82% | |
| 40 | CLS | Celestica INC | Stock-Tech | 0.56% | -0.52% | -45.42% | |
| 41 | CGAU | Centerra Gold INC | Stock-Other | 0.40% | +0.40% | NEW |
Performance for Q3 2026
+1%
Performance Last 4 Quarters
+40%
Based on 81% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 41 | $1.2B | 30 | |
| 2025-12-31 | 43 | $1.2B | 30 | |
| 2025-09-30 | 41 | $1.2B | 53 | |
| 2025-06-30 | 41 | $1.1B | 0 | |
| 2025-03-31 | 46 | $929.9M | 100 | |
| 2024-12-31 | 43 | $1.0B | 0 | |
| 2024-09-30 | 43 | $1.0B | 0 | |
| 2024-06-30 | 42 | $1.1B | 0 | |
| 2024-03-31 | 41 | $1.1B | 0 | |
| 2023-12-31 | 39 | $1.1B | 0 | |
| 2023-09-30 | 43 | $1.0B | 0 | |
| 2023-06-30 | 42 | $1.1B | 0 | |
| 2023-03-31 | 42 | $1.1B | 0 | |
| 2022-12-31 | 41 | $1.1B | 0 | |
| 2022-09-30 | 42 | $1.0B | 0 | |
| 2022-06-30 | 43 | $1.3B | 0 | |
| 2022-03-31 | 40 | $1.5B | 0 | |
| 2021-12-31 | 39 | $1.8B | 0 | |
| 2021-09-30 | 41 | $1.7B | 0 | |
| 2021-06-30 | 41 | $1.7B | 100 | |
| 2021-03-31 | 40 | $1.7B | 27 | |
| 2020-12-31 | 41 | $1.5B | 28 | |
| 2020-09-30 | 41 | $1.2B | 20 | |
| 2020-06-30 | 40 | $1.1B | 39 | |
| 2020-03-31 | 41 | $970.9M | 41 | |
| 2019-12-31 | 41 | $1.3B | 22 | |
| 2019-09-30 | 42 | $1.2B | 24 | |
| 2019-06-30 | 43 | $1.2B | 22 | |
| 2019-03-31 | 41 | $1.2B | 26 | |
| 2018-12-31 | 41 | $1.1B | 34 | |
| 2018-09-30 | 43 | $1.2B | 27 | |
| 2018-06-30 | 43 | $1.1B | 32 | |
| 2018-03-31 | 43 | $971.0M | 27 | |
| 2017-12-31 | 40 | $998.6M | 26 | |
| 2017-09-30 | 37 | $956.7M | 24 | |
| 2017-06-30 | 37 | $858.0M | 23 | |
| 2017-03-31 | 36 | $837.0M | 35 | |
| 2016-12-31 | 38 | $726.2M | 31 | |
| 2016-09-30 | 39 | $666.8M | 43 | |
| 2016-06-30 | 45 | $632.2M | 33 | |
| 2016-03-31 | 41 | $630.7M | 35 | |
| 2015-12-31 | 39 | $578.4M | 34 | |
| 2015-09-30 | 40 | $528.9M | 36 | |
| 2015-06-30 | 40 | $470.5M | 41 | |
| 2015-03-31 | 41 | $456.6M | 38 | |
| 2014-12-31 | 40 | $422.6M | 33 | |
| 2014-09-30 | 40 | $406.0M | 31 | |
| 2014-06-30 | 38 | $419.5M | 22 | |
| 2014-03-31 | 39 | $440.3M | 32 | |
| 2013-12-31 | 39 | $438.4M | 32 | |
| 2013-09-30 | 38 | $407.9M | 30 | |
| 2013-06-30 | 36 | $383.2M | — |
Neumeier Poma Investment Counsel LLC's most significant position changes for 2026-03-31: New buy: Willdan Group INC (WLDN); Sold out: Legalzoomcom INC (LZ); Sold out: Rev Group INC (1RG); Sold out: Everus Construction Group (ECG); Sold out: Cbiz INC (CBZ).
| # | 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 | ✓ | Onespaworld Holdings LTD | +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 |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-09 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-10 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-09 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-10 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-10 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-12 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-10 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-10 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-12 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-12 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-11 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-11 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-11 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-13 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-12 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-10 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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