13F Insight
DOSSIER · 13F-HR · Q1 2026

NEUMEIER POMA INVESTMENT COUNSEL LLC

NEUMEIER POMA INVESTMENT COUNSEL's holding co. based in San Francisco, CA — $1.2B in tracked AUM across 41 positions as of Q1 2026.

NP
NEUMEIER POMA INVESTMENT COUNSEL·San Francisco, CA·Holding Co.
CIK 0001044936 · last filed Mar 31, 2026
Total AUM
$1.2B
▼ 5.2%
vs prior
Holdings
41
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

NEUMEIER POMA INVESTMENT COUNSEL LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
HASI
Hannon Armstrong Sustainable Infrastructure Capital Inc.
$56M1.5M4.6%
02
OSIS
OSI Systems Inc.
$51M191K4.2%
03
G3323L100
Fabrinet
$50M96K4.1%
04
TTMI
TTM Technologies Inc.
$49M500K4.0%
05
SIMO
Silicon Motion Technology Corp.
$48M428K4.0%
06
MYRG
MYR Group Inc.
$46M162K3.8%
07
UMBF
UMB Financial Corp.
$46M404K3.8%
08
DY
Dycom Industries Inc.
$45M134K3.7%
09
FCN
FTI Consulting
$45M253K3.7%
10
LAUR
Laureate Education Inc.
$43M1.2M3.5%

Filing history

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