Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dycom Industries Inc..COM | COM | $61M | 4.2% |
| Hannon Armstrong Sustainable Infrastructure Capital Inc..COM | COM | $60.9M | 4.2% |
| Silicon Motion Technology Corp..SPONSORED ADR | SPONSORED ADR | $58.8M | 4.0% |
| Umb Financial Corp..COM | COM | $58.6M | 4.0% |
| Federal Signal Corp..COM | COM | $51.9M | 3.6% |
| Champion Homes Inc..COM | COM | $51.4M | 3.5% |
| Blue Bird Corp..COM | COM | $51.1M | 3.5% |
| Myr Group Inc..COM | COM | $50M | 3.4% |
| Steven Madden Ltd.COM | COM | $49.9M | 3.4% |
| Osi Systems Inc..COM | COM | $48.7M | 3.3% |
| Ttm Technologies Inc..COM | COM | $45.7M | 3.1% |
| Acushnet Holdings Corp..COM | COM | $45.3M | 3.1% |
| Fti ConsultingCOM | COM | $44.7M | 3.1% |
| Covista Inc..COM | COM | $44M | 3.0% |
| Tetra Tech Inc..COM | COM | $43.8M | 3.0% |
| Onespaworld Holdings LimitedCOM | COM | $43.5M | 3.0% |
| Cavco Industries Inc..COM | COM | $42.8M | 2.9% |
| Interdigital Inc..COM | COM | $42.4M | 2.9% |
| Wiley John & Sons Inc..CL A | CL A | $42M | 2.9% |
| Willdan Group Inc..COM | COM | $41.9M | 2.9% |
| FabrinetSHS | SHS | $37.5M | 2.6% |
| Tower Semiconductor Ltd.SHS | SHS | $36.8M | 2.5% |
| Mcgrath RentcorpCOM | COM | $35.7M | 2.4% |
| Centerra Gold Inc..COM | COM | $32.5M | 2.2% |
| Modine Manufacturing Co.COM | COM | $31.9M | 2.2% |
| Lakeland Financial Corp..COM | COM | $30.7M | 2.1% |
| Pathward Financial Inc..COM | COM | $30.6M | 2.1% |
| Korn FerryCOM | COM | $26.7M | 1.8% |
| Limbach Holdings Inc..COM | COM | $24.9M | 1.7% |
| Eplus Inc..COM | COM | $22.9M | 1.6% |
| Ufp Technologies Inc..COM | COM | $22.4M | 1.5% |
| Primo Brands Corp..COM | COM | $21.4M | 1.5% |
| Icf International Inc..COM | COM | $19.5M | 1.3% |
| Crane Nxt Co.COM | COM | $19.2M | 1.3% |
| Laureate Education Inc..COM | COM | $19.1M | 1.3% |
| Solv Energy Inc..COM | COM | $18.3M | 1.3% |
| Comfort Systems USA Inc..COM | COM | $14.6M | 1.0% |
| SPDR Gold TrustETF | ETF | $13.6M | 0.9% |
| Alamo Group Inc..COM | COM | $13.4M | 0.9% |
| Exlservice Holdings Inc..COM | COM | $8.01M | 0.5% |
| iShares Russell 2000 ETFETF | ETF | $1.5M | 0.1% |
| Celestica Inc..COM | COM | $907K | 0.1% |
- Class
- COM
- Share
- 4.2%
- Class
- COM
- Share
- 4.2%
- Class
- SPONSORED ADR
- Share
- 4.0%
- Class
- COM
- Share
- 4.0%
- Class
- COM
- Share
- 3.6%
- Class
- COM
- Share
- 3.5%
- Class
- COM
- Share
- 3.5%
- Class
- COM
- Share
- 3.4%
- Class
- COM
- Share
- 3.4%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 3.0%
- Class
- COM
- Share
- 3.0%
- Class
- COM
- Share
- 3.0%
- Class
- COM
- Share
- 2.9%
- Class
- COM
- Share
- 2.9%
- Class
- CL A
- Share
- 2.9%
- Class
- COM
- Share
- 2.9%
- Class
- SHS
- Share
- 2.6%
- Class
- SHS
- Share
- 2.5%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.0%
- Class
- ETF
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.5%
- Class
- ETF
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 42 largest of 42 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1044936
- File number
- 028-06534
- Options
- 0 call, 0 put
- In the 25 largest
- 78.9%
- Prior quarter
- $1.21B at 31 March 2026
- Positions opened
- 2
- Positions closed
- 1
Common questions
What are Neumeier Poma Investment Counsel’s 13F holdings worth?
$1.46 billion across 42 positions for the quarter ended 30 June 2026.
What is Neumeier Poma Investment Counsel’s largest 13F holding?
Dycom Industries Inc. (COM) was the largest position at $61 million, or 4.2% of reported 13F value, as of 30 June 2026.
How concentrated is Neumeier Poma Investment Counsel’s 13F portfolio?
The ten largest positions accounted for 37.1% of reported value and the twenty-five largest for 78.9%, across 42 positions as of 30 June 2026.
Does Form 13F show everything Neumeier Poma Investment Counsel manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Neumeier Poma Investment Counsel file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.