Neumeier Poma Investment Counsel portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 13, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Neumeier Poma Investment Counsel reported a $1.5 bn portfolio of 42 positions to the SEC as of the end of Q2 2026. Its largest positions are DY, HASI, SIMO. During the quarter it opened SOLV Energy.
Sections with a free account
What changed this quarter
42 positions with a change (2 new, 26 added to, 13 trimmed, 1 sold). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Silicon Motion Technology−59%fewer sharesReduced4.0% → 4.0%
- TTM Technologies−51%fewer sharesReduced4.0% → 3.1%
- MYR Group−38%fewer sharesReduced3.8% → 3.4%
- Centerra Gold+654%more sharesIncreased0.4% → 2.2%
- Laureate Education−57%fewer sharesReduced3.5% → 1.3%
- Tower Semiconductor−41%fewer sharesReduced3.5% → 2.5%
- Willdan Group+146%more sharesIncreased1.4% → 2.9%
- Interdigital+120%more sharesIncreased1.7% → 2.9%
- John Wiley & Sons+111%more sharesIncreased1.3% → 2.9%
- SOLV Energy+1.3 ppof portfolioNew— → 1.3%
- Fabrinet−30%fewer sharesReduced4.1% → 2.6%
- Federal Signal+37%more sharesIncreased2.6% → 3.6%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Dycom IndustriesDY4.2%
- HA Sustainable Infrastructure CapitalHASI4.2%
- Silicon Motion TechnologySIMO4.0%
- UMB FinancialUMBF4.0%
- Federal SignalFSS3.6%
- Champion HomesSKY3.5%
- Blue BirdBLBD3.5%
- MYR GroupMYRG3.4%
- Steven MaddenSHOO3.4%
- OSI SystemsOSIS3.3%
- TTM TechnologiesTTMI3.1%
- Acushnet HoldingsGOLF3.1%
- FTI ConsultingFCN3.1%
- CovistaCVSA3.0%
- Tetra TechTTEK3.0%
Portfolio by sector
- ● Industrials 29%
- ● Consumer Discretionary 27%
- ● Information Technology 20%
- ● Financials 12%
- ● No sector 3%
- ● Materials 3%
- ● Communication Services 3%
- ● Health Care 2%
- ● Consumer Staples 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Park West Asset ManagementInvestment firm · $1.5 bn
- Blue Grotto CapitalInvestment firm · $1.5 bn
- City of London Investment ManagementInvestment firm · $1.5 bn
- Weitz Investment ManagementInvestment firm · $1.4 bn
- Stack Financial Management$1.4 bn
- Milestone Resources Group$1.5 bn