13F Insight
DOSSIER · 13F-HR · Q2 2026

NEUMEIER POMA INVESTMENT COUNSEL LLC

$1.5B in tracked AUM across 42 positions as of Q2 2026.

NP
CIK 0001044936 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
42
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

NEUMEIER POMA INVESTMENT COUNSEL LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DY
Dycom Industries Inc.
$61M121K4.2%02
HASI
Hannon Armstrong Sustainable Infrastructure Capital Inc.
$61M1.6M4.2%03
SIMO
Silicon Motion Technology Corp.
$59M176K4.0%04
UMBF
UMB Financial Corp.
$59M411K4.0%05
FSS
Federal Signal Corp.
$52M404K3.6%06
SKY
Champion Homes Inc.
$51M584K3.5%07
BLBD
Blue Bird Corp.
$51M648K3.5%08
MYRG
MYR Group Inc.
$50M100K3.4%09
SHOO
Steven Madden LTD.
$50M1.2M3.4%10
OSIS
OSI Systems Inc.
$49M223K3.3%

Filing history

2026Q2Jun 30
$1.5B▲ 20.4%
42 positionsView →2026Q1Mar 31
$1.2B▲ 0.3%
41 positionsView →2025Q4Dec 31
$1.2B▼ 1.0%
43 positionsView →2025Q3Sep 30
$1.2B▲ 13.8%
41 positionsView →2025Q2Jun 30
$1.1B▲ 15.5%
41 positionsLocked2025Q1Mar 31
$930M▼ 9.9%
46 positionsLocked2024Q4Dec 31
$1.0B▼ 1.7%
43 positionsLocked2024Q3Sep 30
$1.0B▼ 3.9%
43 positionsLocked2024Q2Jun 30
$1.1B▲ 0.2%
42 positionsLocked2024Q1Mar 31
$1.1B▼ 2.9%
41 positionsLocked2023Q4Dec 31
$1.1B▲ 9.6%
39 positionsLocked2023Q3Sep 30
$1.0B▼ 6.3%
43 positionsLocked
Showing 12 of 49