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NEUMEIER POMA INVESTMENT COUNSEL LLC 13F portfolio summary

NEUMEIER POMA INVESTMENT COUNSEL LLC of NEUMEIER POMA INVESTMENT COUNSEL LLC has 42 current stock holdings with a reported portfolio value of $1.46B. The portfolio 1 year return is +56.35%. Top holdings include DY (4.18%), HASI (4.17%), SIMO (4.03%), UMBF (4.01%), FSS (3.55%).

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NEUMEIER POMA INVESTMENT COUNSEL LLC

NEUMEIER POMA INVESTMENT COUNSEL LLC
Latest filing: 2026-06-30

NEUMEIER POMA INVESTMENT COUNSEL LLC runs NEUMEIER POMA INVESTMENT COUNSEL LLC and currently holds 42 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.46B. Their top holdings are DY, HASI, SIMO, UMBF, FSS. The top five represent 19.9% of reported portfolio weight. NEUMEIER POMA INVESTMENT COUNSEL LLC ranks #199 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NEUMEIER POMA INVESTMENT COUNSEL LLC initiated 1 new position. They added to 26 existing positions. They trimmed 13 positions. Their current best-performing preview position is SIMO with returns of +196.85%.

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Top 5 Holdings
DY4.2%
HASI4.2%
SIMO4.0%
UMBF4.0%
FSS3.6%
Top 5: 19.9%
Portfolio Returns
1 Year
+56.35%
#150/1000
3 Year
+112.22%
#201/1000
5 Year
+112.32%
#214/1000

Portfolio Value

$1.46B

Alpha Score

92.5

#199 of 1000

Holdings

42

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42 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
DY
Dycom Industries Inc.
4.18%$104.22$393.02+277.10%
Trimmed
-9.89%
HASI
Hannon Armstrong Sustainable Infrastructure Capital Inc.
4.17%$28.96$39.51+36.43%
Added
+1.76%
SIMO
Silicon Motion Technology Corp.
4.03%$70.20$258.36+268.03%
Trimmed
-58.80%
UMBF
UMB Financial Corp.
4.01%$99.85$145.14+45.36%
Added
+1.71%
FSS
Federal Signal Corp.
3.55%$66.72$122.62+83.78%
Added
+37.01%
SKY
Champion Homes Inc.
3.52%$75.05$90.29+20.30%
Added
+22.73%
BLBD
Blue Bird Corp.
3.50%$51.35$61.89+20.53%
Added
+3.57%
MYRG
MYR Group Inc.
3.42%$154.52$310.87+101.18%
Trimmed
-38.42%
SHOO
Steven Madden LTD.
3.42%$35.02$46.08+31.58%
Added
+6.32%
OSIS
OSI Systems Inc.
3.33%$105.49$206.73+95.97%
Added
+16.24%

Showing 1-10 of 42