Q2 2026 13F · SEC CIK 1044936

Neumeier Poma Investment Counsel LLC

Institutional asset managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 42
Top holdings a year, 3 yrs: +32.5%
Assets under management: $1.4B

Neumeier Poma Investment Counsel LLC is an institutional asset manager that reported 42 positions worth $1.5B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Dycom Inds Inc (DY, 4.2%), Ha Sustainable Infra Cap Inc (HASI, 4.2%), Silicon Motion Technology Co (SIMO, 4.0%). A portfolio copying its top holdings returned 32.5% a year over the last 3 years, against 20.4% for the S&P 500.

Neumeier Poma Investment Counsel LLC holdings all 42 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Neumeier Poma Investment Counsel LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DYDycom Inds Inc	4.2%	3.7%	120,636	-9.9%	$61.0M
HASIHa Sustainable Infra Cap Inc	4.2%	4.6%	1,558,663	+1.8%	$60.9M
SIMOSilicon Motion Technology Co	4.0%	4.0%	176,408	-58.8%	$58.8M
UMBFUmb Finl Corp	4.0%	3.8%	410,797	+1.7%	$58.6M
FSSFederal Signal Corp	3.6%	2.6%	404,008	+37.0%	$51.9M
SKYChampion Homes Inc	3.5%	2.9%	583,826	+22.7%	$51.4M
BLBDBlue Bird Corp	3.5%	2.9%	647,540	+3.6%	$51.1M
MYRGMyr Group Inc Del	3.4%	3.8%	99,937	-38.4%	$50.0M
SHOOMadden Steven Ltd	3.4%	3.1%	1,185,049	+6.3%	$49.9M
OSISOSI Systems Inc	3.3%	4.2%	222,515	+16.2%	$48.7M
TTMITtm Technologies Inc	3.1%	4.0%	244,265	-51.1%	$45.7M
GOLFAcushnet Holdings Co	3.1%	2.9%	382,099	+2.9%	$45.3M
FCNFti Consulting Inc.	3.1%	3.7%	299,975	+18.5%	$44.7M
CVSACovista Inc	3.0%	3.2%	353,047	+3.2%	$44.0M
TTEKTetra Tech Inc New	3.0%	3.2%	1,514,378	+16.1%	$43.8M
OSWOnespaworld Holdings Limited	3.0%	2.5%	1,539,032	+16.4%	$43.5M
CVCOCavco Inds Inc Del	2.9%	2.2%	69,707	+28.9%	$42.8M
IDCCInterdigital Inc	2.9%	1.7%	149,579	+119.5%	$42.4M
WLYWiley John & Sons Inc	2.9%	1.3%	865,460	+110.8%	$42.0M
WLDNWilldan Group Inc	2.9%	1.4%	530,210	+145.9%	$41.9M
FNFabrinet	2.6%	4.1%	66,678	-30.4%	$37.5M
TSEMTower Semiconductor Ltd	2.5%	3.5%	141,215	-41.0%	$36.8M
MGRCMcgrath Rentcorp Com	2.4%	2.6%	295,108	+3.3%	$35.7M
CGAUCenterra Gold Incorporated (canada)	2.2%	0.4%	2,050,698	+654.4%	$32.5M
MODModine Manufacturing Co	2.2%	2.0%	119,400	+4.3%	$31.9M
LKFNLakeland Finl Corp	2.1%	2.3%	497,399	+4.0%	$30.7M
CASHPathward Financial Inc	2.1%	2.6%	351,870	-1.2%	$30.6M
KFYKorn-Ferry Com	1.8%	2.1%	401,362	+1.4%	$26.7M
LMBLimbach Holdings Inc.	1.7%	2.0%	323,953	+3.2%	$24.9M
PLUSePlus Inc	1.6%	1.7%	275,000	+0.7%	$22.9M
UFPTUFP Technologies Inc	1.5%	0.8%	84,575	+66.3%	$22.4M
PRMBPrimo Brands Corporation Class A Com Shs	1.5%	1.3%	875,785	+3.5%	$21.4M
ICFIIcf Intl Inc	1.3%	1.9%	268,045	-23.1%	$19.5M
CXTCrane Nxt Co	1.3%	1.2%	375,545	+3.7%	$19.2M
LAURLaureate Ed Inc	1.3%	3.5%	527,050	-57.2%	$19.1M
MWHSolv Energy Inc	1.3%	New	538,040	—	$18.3M
FIXComfort Sys USA Inc	1.0%	0.9%	7,356	-4.0%	$14.6M
GLDSpdr Gold Tr	0.9%	1.5%	36,833	-14.7%	$13.6M
ALGAlamo Group Inc	0.9%	1.7%	81,490	-34.0%	$13.4M
EXLSExlService Holdings Inc	0.5%	0.8%	309,798	+3.2%	$8.0M
IWMIshares Tr	0.1%	New	5,000	—	$1.5M
CLSCelestica Inc	0.1%	0.6%	2,486	-89.7%	$907K

What Neumeier Poma Investment Counsel LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +51.9% /yr; S&P 500 +20.1%
3 years: +32.5% /yr; S&P 500 +20.4%
5 years: +14.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.5B	42
Q1 2026	$1.2B	41
Q4 2025	$1.2B	43
Q3 2025	$1.2B	41
Q2 2025	$1.1B	41
Q1 2025	$929.9M	46
Q4 2024	$1.0B	43
Q3 2024	$1.0B	43
Q2 2024	$1.1B	42
Q1 2024	$1.1B	41
Q4 2023	$1.1B	39
Q3 2023	$1.0B	43

Questions about Neumeier Poma Investment Counsel LLC's portfolio

What stocks does Neumeier Poma Investment Counsel LLC own?

Neumeier Poma Investment Counsel LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 42 positions worth $1.5B. The largest are Dycom Inds Inc (DY) at 4.2%, Ha Sustainable Infra Cap Inc (HASI) at 4.2%, Silicon Motion Technology Co (SIMO) at 4.0%, Umb Finl Corp (UMBF) at 4.0% and Federal Signal Corp (FSS) at 3.6%.

What did Neumeier Poma Investment Counsel LLC buy last quarter?

In Q2 2026, Neumeier Poma Investment Counsel LLC added a new position in Solv Energy Inc (MWH), a new position in Ishares Tr (IWM), Centerra Gold Incorporated (canada) (CGAU) (+654.4% shares), Willdan Group Inc (WLDN) (+145.9% shares) and Interdigital Inc (IDCC) (+119.5% shares), compared with its Q1 2026 filing.

What did Neumeier Poma Investment Counsel LLC sell last quarter?

In Q2 2026, Neumeier Poma Investment Counsel LLC sold all of Huron Consulting Group Inc (HURN), Celestica Inc (CLS) (-89.7% shares), Silicon Motion Technology Co (SIMO) (-58.8% shares) and Laureate Ed Inc (LAUR) (-57.2% shares), compared with its Q1 2026 filing.

How has Neumeier Poma Investment Counsel LLC's portfolio performed?

A portfolio copying Neumeier Poma Investment Counsel LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +32.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +51.9% against +20.1%. Over 5 years: +14.6% a year against +11.6%.

When is Neumeier Poma Investment Counsel LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Neumeier Poma Investment Counsel LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Neumeier Poma Investment Counsel LLC manage?

Neumeier Poma Investment Counsel LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.5B.