NEUMEIER POMA INVESTMENT COUNSEL LLC
CIK 1044936
13F filing for Q2 2026・No. 2,038
- Holdings
- US$1.46B
- Quarter change
- +US$247.37M
- Entries
- 42
- Net bought (estimate)
- +US$88.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 1
- Cut 12
- Added 28
- Corporate actions 0
- Unchanged 0
Largest holdings
42 stocks worth US$1.46B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DYDycom Industries Inc.COM | Cut | 120,636 | US$60.99M | 4.18% |
| Hannon Armstrong Sustainable Infrastructure Capital Inc.COM | Added | 1,558,663 | US$60.87M | 4.17% |
| Silicon Motion Technology Corp.SPONSORED ADR | CutSplit 1:2 | 176,408 | US$58.8M | 4.03% |
| UMBFUMB Financial Corp.COM | Added | 410,797 | US$58.65M | 4.02% |
| FSSFederal Signal Corp.COM | Added | 404,008 | US$51.91M | 3.55% |
| SKYChampion Homes Inc.COM | Added | 583,826 | US$51.45M | 3.52% |
| Blue Bird Corp.COM | Added | 647,540 | US$51.13M | 3.50% |
| MYRGMYR Group Inc.COM | AddedSplit 1:2 | 99,937 | US$50.01M | 3.42% |
| SHOOSteven Madden LTD.COM | Added | 1,185,049 | US$49.89M | 3.42% |
| OSISOSI Systems Inc.COM | Added | 222,515 | US$48.66M | 3.33% |
Sign in (free) to see its 42 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.