Filed: 8/13/2026ACC: 0001104659-26-095263
📋 What this filing means
NEUMEIER POMA INVESTMENT COUNSEL LLC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $1.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$1.46B
Total AUM (reported)
18.99M
Total Shares
Allocation by class
COM$1.27B87.0%
SHS$74.28M5.1%
SPONSORED ADR$58.80M4.0%
CL A$41.98M2.9%
ETF$15.07M1.0%
Portfolio Concentration
Top 3$180.66M12.4%
4–10$361.70M24.8%
11–25$610.40M41.8%
Rest$307.89M21.1%
Top 3 weight
12.4%
Top 10 weight
37.1%
Voting Authority Distribution
Total shares with voting rights: 18.99M
Sole
Full voting authority
11.95M
shares
% of voting shares62.9%
Shared
Joint voting authority
2.73M
shares
% of voting shares14.4%
None
No voting authority
4.32M
shares
% of voting shares22.7%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeSole · 62.9% of voting shares
Institutional Holdings42
Rows:
Dycom Industries Inc.
SOLEShares120.64K
TypeSH
Market value$60.99M
4.18%
Sole
76.81K
Shared
16.81K
None
27.02K
Hannon Armstrong Sustainable Infrastructure Capital Inc.
SOLEShares1.56M
TypeSH
Market value$60.87M
4.17%
Sole
991.25K
Shared
216.91K
None
350.51K
Silicon Motion Technology Corp.
SOLEShares176.41K
TypeSH
Market value$58.80M
4.03%
Sole
113.37K
Shared
24K
None
39.04K
UMB Financial Corp.
SOLEShares410.80K
TypeSH
Market value$58.65M
4.02%
Sole
259.68K
Shared
60.88K
None
90.23K
Federal Signal Corp.
SOLEShares404.01K
TypeSH
Market value$51.91M
3.55%
Sole
258.66K
Shared
59.59K
None
85.77K
Champion Homes Inc.
SOLEShares583.83K
TypeSH
Market value$51.45M
3.52%
Sole
369.98K
Shared
83.27K
None
130.58K
Blue Bird Corp.
SOLEShares647.54K
TypeSH
Market value$51.13M
3.50%
Sole
396.22K
Shared
97.72K
None
153.59K
MYR Group Inc.
SOLEShares99.94K
TypeSH
Market value$50.01M
3.42%
Sole
64.07K
Shared
13.23K
None
22.63K
Steven Madden LTD.
SOLEShares1.19M
TypeSH
Market value$49.89M
3.42%
Sole
749.89K
Shared
156.69K
None
278.46K
OSI Systems Inc.
SOLEShares222.51K
TypeSH
Market value$48.66M
3.33%
Sole
142.80K
Shared
30.43K
None
49.28K
TTM Technologies Inc.
SOLEShares244.26K
TypeSH
Market value$45.68M
3.13%
Sole
157.26K
Shared
32.96K
None
54.04K
Acushnet Holdings Corp.
SOLEShares382.10K
TypeSH
Market value$45.29M
3.10%
Sole
239.80K
Shared
55.32K
None
86.98K
FTI Consulting
SOLEShares299.98K
TypeSH
Market value$44.70M
3.06%
Sole
193.23K
Shared
40.57K
None
66.17K
Covista Inc.
SOLEShares353.05K
TypeSH
Market value$44.01M
3.01%
Sole
221.28K
Shared
49.42K
None
82.34K
Tetra Tech Inc.
SOLEShares1.51M
TypeSH
Market value$43.75M
3.00%
Sole
961.50K
Shared
215.29K
None
337.59K
Onespaworld Holdings Limited
SOLEShares1.54M
TypeSH
Market value$43.46M
2.98%
Sole
962.85K
Shared
228.85K
None
347.32K
Cavco Industries Inc.
SOLEShares69.71K
TypeSH
Market value$42.83M
2.93%
Sole
43.51K
Shared
10.88K
None
15.32K
Interdigital Inc.
SOLEShares149.58K
TypeSH
Market value$42.35M
2.90%
Sole
97.10K
Shared
22.08K
None
30.40K
Wiley John & Sons Inc.
SOLEShares865.46K
TypeSH
Market value$41.98M
2.87%
Sole
553.87K
Shared
117.95K
None
193.64K
Willdan Group Inc.
SOLEShares530.21K
TypeSH
Market value$41.94M
2.87%
Sole
339.73K
Shared
75.94K
None
114.53K
Fabrinet
SOLEShares66.68K
TypeSH
Market value$37.48M
2.57%
Sole
42.98K
Shared
8.05K
None
15.64K
Tower Semiconductor LTD.
SOLEShares141.22K
TypeSH
Market value$36.81M
2.52%
Sole
91.61K
Shared
18.91K
None
30.70K
McGrath RentCorp
SOLEShares295.11K
TypeSH
Market value$35.72M
2.45%
Sole
186.80K
Shared
40.05K
None
68.25K
Centerra Gold Inc.
SOLEShares2.05M
TypeSH
Market value$32.52M
2.23%
Sole
1.30M
Shared
319.06K
None
435.96K
Modine Manufacturing Co.
SOLEShares119.40K
TypeSH
Market value$31.88M
2.18%
Sole
73.77K
Shared
16.58K
None
29.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Dycom Industries Inc.SOLE | COM | 120.64K | SH | $60.99M 4.18% | 76.81K | 16.81K | 27.02K |
Hannon Armstrong Sustainable Infrastructure Capital Inc.SOLE | COM | 1.56M | SH | $60.87M 4.17% | 991.25K | 216.91K | 350.51K |
Silicon Motion Technology Corp.SOLE | SPONSORED ADR | 176.41K | SH | $58.80M 4.03% | 113.37K | 24K | 39.04K |
UMB Financial Corp.SOLE | COM | 410.80K | SH | $58.65M 4.02% | 259.68K | 60.88K | 90.23K |
Federal Signal Corp.SOLE | COM | 404.01K | SH | $51.91M 3.55% | 258.66K | 59.59K | 85.77K |
Champion Homes Inc.SOLE | COM | 583.83K | SH | $51.45M 3.52% | 369.98K | 83.27K | 130.58K |
Blue Bird Corp.SOLE | COM | 647.54K | SH | $51.13M 3.50% | 396.22K | 97.72K | 153.59K |
MYR Group Inc.SOLE | COM | 99.94K | SH | $50.01M 3.42% | 64.07K | 13.23K | 22.63K |
Steven Madden LTD.SOLE | COM | 1.19M | SH | $49.89M 3.42% | 749.89K | 156.69K | 278.46K |
OSI Systems Inc.SOLE | COM | 222.51K | SH | $48.66M 3.33% | 142.80K | 30.43K | 49.28K |
TTM Technologies Inc.SOLE | COM | 244.26K | SH | $45.68M 3.13% | 157.26K | 32.96K | 54.04K |
Acushnet Holdings Corp.SOLE | COM | 382.10K | SH | $45.29M 3.10% | 239.80K | 55.32K | 86.98K |
FTI ConsultingSOLE | COM | 299.98K | SH | $44.70M 3.06% | 193.23K | 40.57K | 66.17K |
Covista Inc.SOLE | COM | 353.05K | SH | $44.01M 3.01% | 221.28K | 49.42K | 82.34K |
Tetra Tech Inc.SOLE | COM | 1.51M | SH | $43.75M 3.00% | 961.50K | 215.29K | 337.59K |
Onespaworld Holdings LimitedSOLE | COM | 1.54M | SH | $43.46M 2.98% | 962.85K | 228.85K | 347.32K |
Cavco Industries Inc.SOLE | COM | 69.71K | SH | $42.83M 2.93% | 43.51K | 10.88K | 15.32K |
Interdigital Inc.SOLE | COM | 149.58K | SH | $42.35M 2.90% | 97.10K | 22.08K | 30.40K |
Wiley John & Sons Inc.SOLE | CL A | 865.46K | SH | $41.98M 2.87% | 553.87K | 117.95K | 193.64K |
Willdan Group Inc.SOLE | COM | 530.21K | SH | $41.94M 2.87% | 339.73K | 75.94K | 114.53K |
FabrinetSOLE | SHS | 66.68K | SH | $37.48M 2.57% | 42.98K | 8.05K | 15.64K |
Tower Semiconductor LTD.SOLE | SHS | 141.22K | SH | $36.81M 2.52% | 91.61K | 18.91K | 30.70K |
McGrath RentCorpSOLE | COM | 295.11K | SH | $35.72M 2.45% | 186.80K | 40.05K | 68.25K |
Centerra Gold Inc.SOLE | COM | 2.05M | SH | $32.52M 2.23% | 1.30M | 319.06K | 435.96K |
Modine Manufacturing Co.SOLE | COM | 119.40K | SH | $31.88M 2.18% | 73.77K | 16.58K | 29.05K |
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