Neumeier Poma Investment Counsel
$1.2B Assets Reported
45 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1,531,744 | $56M | 4.6% |
| OSIS | OSI Systems Inc. | 191,430 | $51M | 4.2% |
| FN | Fabrinet | 95,858 | $50M | 4.1% |
| TTMI | TTM Technologies Inc. | 499,750 | $49M | 4.0% |
| SIMO | Silicon Motion Technology Corp. | 428,188 | $48M | 4.0% |
| MYRG | MYR Group Inc. | 162,294 | $46M | 3.8% |
| UMBF | UMB Financial Corp. | 403,907 | $46M | 3.8% |
| DY | Dycom Industries Inc. | 133,883 | $45M | 3.7% |
| FCN | FTI Consulting | 253,050 | $45M | 3.7% |
| LAUR | Laureate Education Inc. | 1,231,995 | $43M | 3.5% |
Track Neumeier Poma Investment Counsel's 13F portfolio: $1.2B in reported holdings, 45 positions. Top holdings, AUM, and quarterly changes on SentiSense.