Filed: 5/13/2026ACC: 0001104659-26-059673
📋 What this filing means
NEUMEIER POMA INVESTMENT COUNSEL LLC filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $1.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$1.21B
Total AUM (reported)
16.45M
Total Shares
Allocation by class
COM$1.04B85.6%
SHS$92.00M7.6%
SPONSORED ADR$48.08M4.0%
ETF$18.58M1.5%
CL A$15.64M1.3%
Portfolio Concentration
Top 3$157.11M12.9%
4–10$321.16M26.5%
11–25$493.00M40.6%
Rest$242.01M19.9%
Top 3 weight
12.9%
Top 10 weight
39.4%
Voting Authority Distribution
Total shares with voting rights: 16.45M
Sole
Full voting authority
10.11M
shares
% of voting shares61.5%
Shared
Joint voting authority
2.37M
shares
% of voting shares14.4%
None
No voting authority
3.97M
shares
% of voting shares24.1%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeSole · 61.5% of voting shares
Institutional Holdings41
Rows:
Hannon Armstrong Sustainable Infrastructure Capital Inc.
SOLEShares1.53M
TypeSH
Market value$56.29M
4.64%
Sole
950.66K
Shared
216.91K
None
364.18K
OSI Systems Inc.
SOLEShares191.43K
TypeSH
Market value$50.83M
4.19%
Sole
117.50K
Shared
26.57K
None
47.35K
Fabrinet
SOLEShares95.86K
TypeSH
Market value$49.99M
4.12%
Sole
59.91K
Shared
12.90K
None
23.04K
TTM Technologies Inc.
SOLEShares499.75K
TypeSH
Market value$48.69M
4.01%
Sole
310.44K
Shared
71.08K
None
118.22K
Silicon Motion Technology Corp.
SOLEShares428.19K
TypeSH
Market value$48.08M
3.96%
Sole
264.06K
Shared
61.27K
None
102.86K
MYR Group Inc.
SOLEShares162.29K
TypeSH
Market value$45.82M
3.78%
Sole
101.52K
Shared
21.94K
None
38.84K
UMB Financial Corp.
SOLEShares403.91K
TypeSH
Market value$45.56M
3.75%
Sole
249.36K
Shared
60.88K
None
93.66K
Dycom Industries Inc.
SOLEShares133.88K
TypeSH
Market value$45.36M
3.74%
Sole
83.08K
Shared
18.57K
None
32.22K
FTI Consulting
SOLEShares253.05K
TypeSH
Market value$44.73M
3.69%
Sole
159.21K
Shared
33.77K
None
60.06K
Laureate Education Inc.
SOLEShares1.23M
TypeSH
Market value$42.92M
3.54%
Sole
761.78K
Shared
173.37K
None
296.85K
Tower Semiconductor LTD.
SOLEShares239.39K
TypeSH
Market value$42.01M
3.46%
Sole
150.72K
Shared
33.13K
None
55.54K
Covista Inc.
SOLEShares342.09K
TypeSH
Market value$39.43M
3.25%
Sole
211.41K
Shared
49.42K
None
81.26K
Tetra Tech Inc.
SOLEShares1.30M
TypeSH
Market value$39.27M
3.24%
Sole
805.19K
Shared
184.94K
None
313.79K
Steven Madden LTD.
SOLEShares1.11M
TypeSH
Market value$37.81M
3.12%
Sole
687.98K
Shared
156.69K
None
269.90K
Blue Bird Corp.
SOLEShares625.20K
TypeSH
Market value$35.50M
2.93%
Sole
376.12K
Shared
97.72K
None
151.35K
Champion Homes Inc.
SOLEShares475.71K
TypeSH
Market value$35.38M
2.92%
Sole
293.96K
Shared
66.73K
None
115.02K
Acushnet Holdings Corp.
SOLEShares371.26K
TypeSH
Market value$34.71M
2.86%
Sole
230.05K
Shared
55.32K
None
85.89K
Federal Signal Corp.
SOLEShares294.87K
TypeSH
Market value$31.89M
2.63%
Sole
181.42K
Shared
43.09K
None
70.36K
Pathward Financial Inc.
SOLEShares356.20K
TypeSH
Market value$31.78M
2.62%
Sole
216.09K
Shared
55.26K
None
84.85K
McGrath RentCorp
SOLEShares285.71K
TypeSH
Market value$31.51M
2.60%
Sole
178.14K
Shared
40.05K
None
67.51K
Onespaworld Holdings Limited
SOLEShares1.32M
TypeSH
Market value$30.34M
2.50%
Sole
814.49K
Shared
186.06K
None
321.48K
Lakeland Financial Corp.
SOLEShares478.16K
TypeSH
Market value$27.44M
2.26%
Sole
286.05K
Shared
67.74K
None
124.38K
Cavco Industries Inc.
SOLEShares54.10K
TypeSH
Market value$26.20M
2.16%
Sole
33.18K
Shared
7.93K
None
12.98K
Korn Ferry
SOLEShares395.97K
TypeSH
Market value$24.93M
2.05%
Sole
244.52K
Shared
57.58K
None
93.87K
Modine Manufacturing Co.
SOLEShares114.52K
TypeSH
Market value$24.82M
2.05%
Sole
69.25K
Shared
16.58K
None
28.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Hannon Armstrong Sustainable Infrastructure Capital Inc.SOLE | COM | 1.53M | SH | $56.29M 4.64% | 950.66K | 216.91K | 364.18K |
OSI Systems Inc.SOLE | COM | 191.43K | SH | $50.83M 4.19% | 117.50K | 26.57K | 47.35K |
FabrinetSOLE | SHS | 95.86K | SH | $49.99M 4.12% | 59.91K | 12.90K | 23.04K |
TTM Technologies Inc.SOLE | COM | 499.75K | SH | $48.69M 4.01% | 310.44K | 71.08K | 118.22K |
Silicon Motion Technology Corp.SOLE | SPONSORED ADR | 428.19K | SH | $48.08M 3.96% | 264.06K | 61.27K | 102.86K |
MYR Group Inc.SOLE | COM | 162.29K | SH | $45.82M 3.78% | 101.52K | 21.94K | 38.84K |
UMB Financial Corp.SOLE | COM | 403.91K | SH | $45.56M 3.75% | 249.36K | 60.88K | 93.66K |
Dycom Industries Inc.SOLE | COM | 133.88K | SH | $45.36M 3.74% | 83.08K | 18.57K | 32.22K |
FTI ConsultingSOLE | COM | 253.05K | SH | $44.73M 3.69% | 159.21K | 33.77K | 60.06K |
Laureate Education Inc.SOLE | COM | 1.23M | SH | $42.92M 3.54% | 761.78K | 173.37K | 296.85K |
Tower Semiconductor LTD.SOLE | SHS | 239.39K | SH | $42.01M 3.46% | 150.72K | 33.13K | 55.54K |
Covista Inc.SOLE | COM | 342.09K | SH | $39.43M 3.25% | 211.41K | 49.42K | 81.26K |
Tetra Tech Inc.SOLE | COM | 1.30M | SH | $39.27M 3.24% | 805.19K | 184.94K | 313.79K |
Steven Madden LTD.SOLE | COM | 1.11M | SH | $37.81M 3.12% | 687.98K | 156.69K | 269.90K |
Blue Bird Corp.SOLE | COM | 625.20K | SH | $35.50M 2.93% | 376.12K | 97.72K | 151.35K |
Champion Homes Inc.SOLE | COM | 475.71K | SH | $35.38M 2.92% | 293.96K | 66.73K | 115.02K |
Acushnet Holdings Corp.SOLE | COM | 371.26K | SH | $34.71M 2.86% | 230.05K | 55.32K | 85.89K |
Federal Signal Corp.SOLE | COM | 294.87K | SH | $31.89M 2.63% | 181.42K | 43.09K | 70.36K |
Pathward Financial Inc.SOLE | COM | 356.20K | SH | $31.78M 2.62% | 216.09K | 55.26K | 84.85K |
McGrath RentCorpSOLE | COM | 285.71K | SH | $31.51M 2.60% | 178.14K | 40.05K | 67.51K |
Onespaworld Holdings LimitedSOLE | COM | 1.32M | SH | $30.34M 2.50% | 814.49K | 186.06K | 321.48K |
Lakeland Financial Corp.SOLE | COM | 478.16K | SH | $27.44M 2.26% | 286.05K | 67.74K | 124.38K |
Cavco Industries Inc.SOLE | COM | 54.10K | SH | $26.20M 2.16% | 33.18K | 7.93K | 12.98K |
Korn FerrySOLE | COM | 395.97K | SH | $24.93M 2.05% | 244.52K | 57.58K | 93.87K |
Modine Manufacturing Co.SOLE | COM | 114.52K | SH | $24.82M 2.05% | 69.25K | 16.58K | 28.68K |
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