Neumeier Poma Investment Counsel
$1.5B 13F equity value
43 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Neumeier Poma Investment Counsel covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DY | Dycom Industries Inc. | 120,636 | $61M | 4.2% |
| HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1,558,663 | $61M | 4.2% |
| SIMO | Silicon Motion Technology Corp. | 176,408 | $59M | 4.0% |
| UMBF | UMB Financial Corp. | 410,797 | $59M | 4.0% |
| FSS | Federal Signal Corp. | 404,008 | $52M | 3.6% |
| SKY | Champion Homes Inc. | 583,826 | $51M | 3.5% |
| BLBD | Blue Bird Corp. | 647,540 | $51M | 3.5% |
| MYRG | MYR Group Inc. | 99,937 | $50M | 3.4% |
| SHOO | Steven Madden LTD. | 1,185,049 | $50M | 3.4% |
| OSIS | OSI Systems Inc. | 222,515 | $49M | 3.3% |
Track Neumeier Poma Investment Counsel's 13F portfolio: $1.5B in reported holdings, 43 positions. Top holdings and quarterly changes on SentiSense.
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