account_balance
Investment manager · 13F filer · SEC CIK 1044936
Neumeier Poma Investment Counsel LLC
Reported value$1.46Bas of Jun 30, 2026
Positions42 2 new, 1 sold out
Top 10 weight37.1%DY alone is 4%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DYDycom Industries Inc.
4.2%Trimmed −10%
HASIHannon Armstrong Sustainable Infrastructure Capital Inc.
4.2%
SIMOSilicon Motion Technology Corp.
4.0%Trimmed −59%
UMBFUMB Financial Corp.
4.0%
FSSFederal Signal Corp.
3.6%Added +37%
SKYChampion Homes Inc.
3.5%Added +23%
BLBDBlue Bird Corp.
3.5%Added +4%
MYRGMYR Group Inc.
3.4%Trimmed −38%
SHOOSteven Madden LTD.
3.4%Added +6%
OSISOSI Systems Inc.
3.3%Added +16%
TTMITTM Technologies Inc.
3.1%Trimmed −51%
GOLFAcushnet Holdings Corp.
3.1%Added +3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DY Dycom Industries Inc. 4.2% Trimmed −10%HASI Hannon Armstrong Sustainable Infrastructure Capital Inc. 4.2% HeldSIMO Silicon Motion Technology Corp. 4.0% Trimmed −59%UMBF UMB Financial Corp. 4.0% HeldFSS Federal Signal Corp. 3.6% Added +37%SKY Champion Homes Inc. 3.5% Added +23%BLBD Blue Bird Corp. 3.5% Added +4%MYRG MYR Group Inc. 3.4% Trimmed −38%SHOO Steven Madden LTD. 3.4% Added +6%OSIS OSI Systems Inc. 3.3% Added +16%TTMI TTM Technologies Inc. 3.1% Trimmed −51%GOLF Acushnet Holdings Corp. 3.1% Added +3%
What changed