Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NEUMEIER POMA INVESTMENT COUNSEL LLC (CIK 1044936) reported $1.21B across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HASI ($56.3M, 4.64%), OSIS ($50.8M, 4.19%), FN ($50.0M, 4.12%), TTMI ($48.7M, 4.01%), SIMO ($48.1M, 3.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $56.3M | 4.64% | 1.5M | Added |
| 2 | OSIS | OSI Systems Inc. | $50.8M | 4.19% | 191,430 | Trimmed |
| 3 | FN | Fabrinet | $50.0M | 4.12% | 95,858 | Added |
| 4 | TTMI | TTM Technologies Inc. | $48.7M | 4.01% | 499,750 | Trimmed |
| 5 | SIMO | Silicon Motion Technology Corp. | $48.1M | 3.96% | 428,188 | Trimmed |
| 6 | MYRG | MYR Group Inc. | $45.8M | 3.78% | 162,294 | Trimmed |
| 7 | UMBF | UMB Financial Corp. | $45.6M | 3.75% | 403,907 | Added |
| 8 | DY | Dycom Industries Inc. | $45.4M | 3.74% | 133,883 | Trimmed |
| 9 | FCN | FTI Consulting | $44.7M | 3.69% | 253,050 | Added |
| 10 | LAUR | Laureate Education Inc. | $42.9M | 3.54% | 1.2M | Added |
| 11 | TSEM | Tower Semiconductor LTD. | $42.0M | 3.46% | 239,387 | Trimmed |
| 12 | ATGE | Covista Inc. | $39.4M | 3.25% | 342,087 | Added |
| 13 | TTEK | Tetra Tech Inc. | $39.3M | 3.24% | 1.3M | Added |
| 14 | SHOO | Steven Madden LTD. | $37.8M | 3.12% | 1.1M | Added |
| 15 | BLBD | Blue Bird Corp. | $35.5M | 2.93% | 625,195 | Added |
| 16 | SKY | Champion Homes Inc. | $35.4M | 2.92% | 475,711 | Trimmed |
| 17 | GOLF | Acushnet Holdings Corp. | $34.7M | 2.86% | 371,259 | Trimmed |
| 18 | FSS | Federal Signal Corp. | $31.9M | 2.63% | 294,866 | Added |
| 19 | CASH | Pathward Financial Inc. | $31.8M | 2.62% | 356,200 | Added |
| 20 | MGRC | McGrath RentCorp | $31.5M | 2.60% | 285,708 | Trimmed |
| 21 | OSW | Onespaworld Holdings Limited | $30.3M | 2.50% | 1.3M | Trimmed |
| 22 | LKFN | Lakeland Financial Corp. | $27.4M | 2.26% | 478,164 | Trimmed |
| 23 | CVCO | Cavco Industries Inc. | $26.2M | 2.16% | 54,097 | Trimmed |
| 24 | KFY | Korn Ferry | $24.9M | 2.05% | 395,972 | Trimmed |
| 25 | MOD | Modine Manufacturing Co. | $24.8M | 2.05% | 114,520 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31