Institutional
NEUMEIER POMA INVESTMENT COUNSEL LLC
CIK 0001044936
$1.21B
Reported AUM
41
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · NEUMEIER POMA INVESTMENT COUNSEL LLC · Q1 2026
AI · grounded in 13F
NEUMEIER POMA INVESTMENT COUNSEL LLC closed its position in LZ for a reduction of $15.86M. The fund established a new position in WLDN valued at $16.51M and significantly increased its stake in FCN by 1,035.52%. Other notable activity included closing its position in 1RG for $11.29M and trimming its holdings in HURN by 70.53%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $56.3M | 4.64% | +138,945 | +10.0% |
| 2 | OSIS | OSI Systems Inc. | $50.8M | 4.19% | -4,365 | -2.2% |
| 3 | FN | Fabrinet | $50.0M | 4.12% | +8,187 | +9.3% |
| 4 | TTMI | TTM Technologies Inc. | $48.7M | 4.01% | -138,040 | -21.6% |
| 5 | SIMO | Silicon Motion Technology Corp. | $48.1M | 3.96% | -53,630 | -11.1% |
| 6 | MYRG | MYR Group Inc. | $45.8M | 3.78% | -39,245 | -19.5% |
| 7 | UMBF | UMB Financial Corp. | $45.6M | 3.75% | +67,195 | +20.0% |
| 8 | DY | Dycom Industries Inc. | $45.4M | 3.74% | -2,965 | -2.2% |
| 9 | FCN | FTI Consulting | $44.7M | 3.69% | +230,765 | +1035.5% |
| 10 | LAUR | Laureate Education Inc. | $42.9M | 3.54% | +413,655 | +50.5% |
| 11 | TSEM | Tower Semiconductor LTD. | $42.0M | 3.46% | -217,901 | -47.7% |
| 12 | CVSA | Covista Inc. | $39.4M | 3.25% | +8,495 | +2.5% |
| 13 | TTEK | Tetra Tech Inc. | $39.3M | 3.24% | +177,310 | +15.7% |
| 14 | SHOO | Steven Madden LTD. | $37.8M | 3.12% | +57,110 | +5.4% |
| 15 | BLBD | Blue Bird Corp. | $35.5M | 2.93% | +149,005 | +31.3% |
| 16 | SKY | Champion Homes Inc. | $35.4M | 2.92% | -8,485 | -1.8% |
| 17 | GOLF | Acushnet Holdings Corp. | $34.7M | 2.86% | -13,165 | -3.4% |
| 18 | FSS | Federal Signal Corp. | $31.9M | 2.63% | +71,935 | +32.3% |
| 19 | CASH | Pathward Financial Inc. | $31.8M | 2.62% | +92,100 | +34.9% |
| 20 | MGRC | McGrath RentCorp | $31.5M | 2.60% | -6,295 | -2.2% |
| 21 | OSW | Onespaworld Holdings Limited | $30.3M | 2.50% | -25,720 | -1.9% |
| 22 | LKFN | Lakeland Financial Corp. | $27.4M | 2.26% | -4,080 | -0.8% |
| 23 | CVCO | Cavco Industries Inc. | $26.2M | 2.16% | -1,215 | -2.2% |
| 24 | KFY | Korn Ferry | $24.9M | 2.05% | -15,290 | -3.7% |
| 25 | MOD | Modine Manufacturing Co. | $24.8M | 2.05% | -7,532 | -6.2% |
| 26 | LMB | Limbach Holdings Inc. | $24.5M | 2.02% | -4,300 | -1.4% |
| 27 | ICFI | ICF International Inc. | $22.7M | 1.87% | -132,660 | -27.6% |
| 28 | IDCC | Interdigital Inc. | $20.6M | 1.70% | -2,175 | -3.1% |
| 29 | PLUS | Eplus Inc. | $20.5M | 1.69% | -8,360 | -3.0% |
| 30 | ALG | Alamo Group Inc. | $20.4M | 1.68% | +30,445 | +32.7% |
| 31 | GLD | SPDR Gold Trust | $18.6M | 1.53% | — | HELD |
| 32 | WLDN | Willdan Group Inc. | $16.5M | 1.36% | +215,660 | NEW |
| 33 | PRMB | Primo Brands Corp. | $15.9M | 1.31% | -22,160 | -2.6% |
| 34 | WLY | Wiley John & Sons Inc. | $15.6M | 1.29% | +16,850 | +4.3% |
| 35 | CXT | Crane NXT Co. | $14.7M | 1.21% | -8,740 | -2.4% |
| 36 | HURN | Huron Consulting Group Inc. | $10.7M | 0.88% | -200,915 | -70.5% |
| 37 | FIX | Comfort Systems USA Inc. | $10.6M | 0.87% | -6,940 | -47.5% |
| 38 | UFPT | UFP Technologies Inc. | $9.8M | 0.81% | -1,265 | -2.4% |
| 39 | EXLS | Exlservice Holdings Inc. | $9.1M | 0.75% | -694,485 | -69.8% |
| 40 | CLS | Celestica Inc. | $6.8M | 0.56% | -20,095 | -45.4% |
| 41 | CGAU | Centerra Gold Inc. | $4.8M | 0.40% | +271,843 | NEW |
| 42 | LZ | LegalZoom.Com Inc. | — | — | -1,597,435 | EXITED |
| 43 | 1RG | Rev Group Inc | — | — | -185,660 | EXITED |
| 44 | ECG | Everus Construction Group Inc. | — | — | -78,744 | EXITED |
| 45 | CBZ | CBIZ Inc. | — | — | -101,585 | EXITED |
Source: SEC EDGAR · accession 0001104659-26-059673. 13F discloses long positions only — shorts, foreign equities, and options are excluded.