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The Analysis of NEUMEIER POMA INVESTMENT COUNSEL LLC's Holdings & P&L

Currently, NEUMEIER POMA INVESTMENT COUNSEL LLC holds 41 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in FCN (+230.8K shares, valued at $40.8M), WLDN (+215.7K shares, valued at $16.5M), LAUR (+413.7K shares, valued at $14.4M); decreased their positions in TSEM (-217.9K shares, valued at $38.2M), HURN (-200.9K shares, valued at $25.6M), EXLS (-694.5K shares, valued at $21.1M); initiated new positions in WLDN (+215.7K shares, valued at $16.5M), CGAU (+271.8K shares, valued at $4.8M).

1M P&L

-6.4M-0.46%

3M P&L

+138.4M+11.10%

HY P&L

+214.3M+18.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Engineering & Construction157.5M

13.1%

2Electronic Components149.5M

12.4%

3Banks - Regional104.8M

8.7%

Top Industries by Stock Count

1Engineering & Construction5 stocks

12.5%

2Electronic Components3 stocks

7.5%

3Consulting Services3 stocks

7.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.1.5M shares9.98%2026-03-312026-05-13

OSIS OSI Systems Inc.191.4K shares-2.23%2026-03-312026-05-13

FN Fabrinet95.9K shares9.34%2026-03-312026-05-13

TTMI TTM Technologies Inc.499.8K shares-21.64%2026-03-312026-05-13

SIMO Silicon Motion Technology Corp.428.2K shares-11.13%2026-03-312026-05-13

MYRG MYR Group Inc.162.3K shares-19.47%2026-03-312026-05-13

UMBF UMB Financial Corp.403.9K shares19.96%2026-03-312026-05-13

DY Dycom Industries Inc.133.9K shares-2.17%2026-03-312026-05-13

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FCN FTI Consulting253.1K shares1035.52%2026-03-312026-05-13

LAUR Laureate Education Inc.1.2M shares50.55%2026-03-312026-05-13

TSEM Tower Semiconductor LTD.239.4K shares-47.65%2026-03-312026-05-13

ATGE Covista Inc.342.1K shares2.55%2026-03-312026-05-13

TTEK Tetra Tech Inc.1.3M shares15.74%2026-03-312026-05-13

SHOO Steven Madden LTD.1.1M shares5.40%2026-03-312026-05-13

BLBD Blue Bird Corp.625.2K shares31.29%2026-03-312026-05-13

SKY Champion Homes Inc.475.7K shares-1.75%2026-03-312026-05-13

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GOLF Acushnet Holdings Corp.371.3K shares-3.42%2026-03-312026-05-13

FSS Federal Signal Corp.294.9K shares32.27%2026-03-312026-05-13

CASH Pathward Financial Inc.356.2K shares34.87%2026-03-312026-05-13

MGRC McGrath RentCorp285.7K shares-2.16%2026-03-312026-05-13

OSW Onespaworld Holdings Limited1.3M shares-1.91%2026-03-312026-05-13

LKFN Lakeland Financial Corp.478.2K shares-0.85%2026-03-312026-05-13

CVCO Cavco Industries Inc.54.1K shares-2.20%2026-03-312026-05-13

KFY Korn Ferry396.0K shares-3.72%2026-03-312026-05-13

Sponsored

MOD Modine Manufacturing Co.114.5K shares-6.17%2026-03-312026-05-13

LMB Limbach Holdings Inc.313.9K shares-1.35%2026-03-312026-05-13

ICFI ICF International Inc.348.4K shares-27.58%2026-03-312026-05-13

IDCC Interdigital Inc.68.1K shares-3.09%2026-03-312026-05-13

PLUS Eplus Inc.273.1K shares-2.97%2026-03-312026-05-13

ALG Alamo Group Inc.123.5K shares32.71%2026-03-312026-05-13

GLD SPDR Gold Trust43.2K shares0.00%2026-03-312026-05-13

WLDN Willdan Group Inc.215.7K sharesnew addition2026-03-312026-05-13

Sponsored

PRMB Primo Brands Corp.845.9K shares-2.55%2026-03-312026-05-13

WLY Wiley John & Sons Inc.410.6K shares4.28%2026-03-312026-05-13

CXT Crane NXT Co.362.3K shares-2.36%2026-03-312026-05-13

HURN Huron Consulting Group Inc.83.9K shares-70.53%2026-03-312026-05-13

FIX Comfort Systems USA Inc.7.7K shares-47.53%2026-03-312026-05-13

UFPT UFP Technologies Inc.50.9K shares-2.43%2026-03-312026-05-13

EXLS Exlservice Holdings Inc.300.2K shares-69.82%2026-03-312026-05-13

Celestica Inc. Celestica Inc.24.1K shares-45.42%2026-03-312026-05-13

Sponsored

CGAU Centerra Gold Inc.271.8K sharesnew addition2026-03-312026-05-13

HASI

Hannon Armstrong Sustainable Infrastructure Capital Inc.

9.98%

Shares1.5M

Event2026-03-31

Filed2026-05-13

OSIS

OSI Systems Inc.

-2.23%

Shares191.4K

Event2026-03-31

Filed2026-05-13

Fabrinet

9.34%

Shares95.9K

Event2026-03-31

Filed2026-05-13

TTMI

TTM Technologies Inc.

-21.64%

Shares499.8K

Event2026-03-31

Filed2026-05-13

SIMO

Silicon Motion Technology Corp.

-11.13%

Shares428.2K

Event2026-03-31

Filed2026-05-13

MYRG

MYR Group Inc.

-19.47%

Shares162.3K

Event2026-03-31

Filed2026-05-13

UMBF

UMB Financial Corp.

19.96%

Shares403.9K

Event2026-03-31

Filed2026-05-13

Dycom Industries Inc.

-2.17%

Shares133.9K

Event2026-03-31

Filed2026-05-13

FCN

FTI Consulting

1035.52%

Shares253.1K

Event2026-03-31

Filed2026-05-13

LAUR

Laureate Education Inc.

50.55%

Shares1.2M

Event2026-03-31

Filed2026-05-13

TSEM

Tower Semiconductor LTD.

-47.65%

Shares239.4K

Event2026-03-31

Filed2026-05-13

ATGE

Covista Inc.

2.55%

Shares342.1K

Event2026-03-31

Filed2026-05-13

TTEK

Tetra Tech Inc.

15.74%

Shares1.3M

Event2026-03-31

Filed2026-05-13

SHOO

Steven Madden LTD.

5.40%

Shares1.1M

Event2026-03-31

Filed2026-05-13

BLBD

Blue Bird Corp.

31.29%

Shares625.2K

Event2026-03-31

Filed2026-05-13

SKY

Champion Homes Inc.

-1.75%

Shares475.7K

Event2026-03-31

Filed2026-05-13

GOLF

Acushnet Holdings Corp.

-3.42%

Shares371.3K

Event2026-03-31

Filed2026-05-13

FSS

Federal Signal Corp.

32.27%

Shares294.9K

Event2026-03-31

Filed2026-05-13

CASH

Pathward Financial Inc.

34.87%

Shares356.2K

Event2026-03-31

Filed2026-05-13

MGRC

McGrath RentCorp

-2.16%

Shares285.7K

Event2026-03-31

Filed2026-05-13

OSW

Onespaworld Holdings Limited

-1.91%

Shares1.3M

Event2026-03-31

Filed2026-05-13

LKFN

Lakeland Financial Corp.

-0.85%

Shares478.2K

Event2026-03-31

Filed2026-05-13

CVCO

Cavco Industries Inc.

-2.20%

Shares54.1K

Event2026-03-31

Filed2026-05-13

KFY

Korn Ferry

-3.72%

Shares396.0K

Event2026-03-31

Filed2026-05-13

MOD

Modine Manufacturing Co.

-6.17%

Shares114.5K

Event2026-03-31

Filed2026-05-13

LMB

Limbach Holdings Inc.

-1.35%

Shares313.9K

Event2026-03-31

Filed2026-05-13

ICFI

ICF International Inc.

-27.58%

Shares348.4K

Event2026-03-31

Filed2026-05-13

IDCC

Interdigital Inc.

-3.09%

Shares68.1K

Event2026-03-31

Filed2026-05-13

PLUS

Eplus Inc.

-2.97%

Shares273.1K

Event2026-03-31

Filed2026-05-13

ALG

Alamo Group Inc.

32.71%

Shares123.5K

Event2026-03-31

Filed2026-05-13

GLD

SPDR Gold Trust

0.00%

Shares43.2K

Event2026-03-31

Filed2026-05-13

WLDN

Willdan Group Inc.

New

Shares215.7K

Event2026-03-31

Filed2026-05-13

PRMB

Primo Brands Corp.

-2.55%

Shares845.9K

Event2026-03-31

Filed2026-05-13

WLY

Wiley John & Sons Inc.

4.28%

Shares410.6K

Event2026-03-31

Filed2026-05-13

CXT

Crane NXT Co.

-2.36%

Shares362.3K

Event2026-03-31

Filed2026-05-13

HURN

Huron Consulting Group Inc.

-70.53%

Shares83.9K

Event2026-03-31

Filed2026-05-13

FIX

Comfort Systems USA Inc.

-47.53%

Shares7.7K

Event2026-03-31

Filed2026-05-13

UFPT

UFP Technologies Inc.

-2.43%

Shares50.9K

Event2026-03-31

Filed2026-05-13

EXLS

Exlservice Holdings Inc.

-69.82%

Shares300.2K

Event2026-03-31

Filed2026-05-13

Celestica Inc.

-45.42%

Shares24.1K

Event2026-03-31

Filed2026-05-13

CGAU

Centerra Gold Inc.

New

Shares271.8K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available