13FBOX
NEUMEIER POMA INVESTMENT COUNSEL LLC · 13F Holdings
Options Calculator Rankings

NEUMEIER POMA INVESTMENT COUNSEL LLC

No.2178 Data as of 2026Q2
Latest AUM (Q2 2026)
$1.46B
QoQ Change Q1 2026
+$247.4M+20.4%
Holdings
42
New Buys
2
Adds
27
Reduces
13
Exits
1
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DDYCOM INDS INCDY
4.18%3.74%$61.0M120,636$45.4M133,883-13,247-9.89%Reduce
HA SUSTAINABLE INFRA REIHASI
4.17%4.64%$60.9M1.6M$56.3M1.5M+26,919+1.76%Add
SSILICON MOTION (SPADR REPR 4 SHS)SIMO
4.03%3.96%$58.8M176,408$48.1M428,188-251,780-58.80%Reduce
UMB FINL CORPUMBF
4.02%3.75%$58.6M410,797$45.6M403,907+6,890+1.71%Add
FEDERAL SIGNAL CORPFSS
3.55%2.63%$51.9M404,008$31.9M294,866+109,142+37.01%Add
CHAMPION HOMES INCSKY
3.52%2.92%$51.4M583,826$35.4M475,711+108,115+22.73%Add
BBLUE BIRD CORP COMBLBD
3.5%2.93%$51.1M647,540$35.5M625,195+22,345+3.57%Add
MMYR GROUP INCMYRG
3.42%3.78%$50.0M99,937$45.8M162,294-62,357-38.42%Reduce
MADDEN STEVEN LTDSHOO
3.42%3.12%$49.9M1.2M$37.8M1.1M+70,474+6.32%Add
OSI SYSTEMS INCOSIS
3.33%4.19%$48.7M222,515$50.8M191,430+31,085+16.24%Add
TTTM TECHNOLOGIES INCTTMI
3.13%4.01%$45.7M244,265$48.7M499,750-255,485-51.12%Reduce
AACUSHNET HLDGS CORPGOLF
3.1%2.86%$45.3M382,099$34.7M371,259+10,840+2.92%Add
FFTI CONSULTING INCFCN
3.06%3.69%$44.7M299,975$44.7M253,050+46,925+18.54%Add
CCOVISTA INCCVSA
3.01%3.25%$44.0M353,047$39.4M342,087+10,960+3.20%Add
TTETRA TECH INC NEWTTEK
3%3.24%$43.8M1.5M$39.3M1.3M+210,465+16.14%Add
ONESPAWORLD HOLDINGS LIMITEDOSW
2.98%2.5%$43.5M1.5M$30.3M1.3M+217,010+16.42%Add
CAVCO INDS INC DELCVCO
2.93%2.16%$42.8M69,707$26.2M54,097+15,610+28.86%Add
IINTERDIGITAL INCIDCC
2.9%1.7%$42.4M149,579$20.6M68,144+81,435+119.50%Add
WILEY JOHN & SONS INCWLY
2.87%1.29%$42.0M865,460$15.6M410,565+454,895+110.80%Add
WILLDAN GROUP INCWLDN
2.87%1.36%$41.9M530,210$16.5M215,660+314,550+145.85%Add
FFABRINETFN
2.57%4.12%$37.5M66,678$50.0M95,858-29,180-30.44%Reduce
TTOWER SEMICONDUCTOR LTD SHS NEWTSEM
2.52%3.46%$36.8M141,215$42.0M239,387-98,172-41.01%Reduce
MCGRATH RENTCORPMGRC
2.45%2.6%$35.7M295,108$31.5M285,708+9,400+3.29%Add
CCENTERRA GOLD INCCGAU
2.23%0.4%$32.5M2.1M$4.8M271,843+1.8M+654.37%Add
MMODINE MFG COMOD
2.18%2.05%$31.9M119,400$24.8M114,520+4,880+4.26%Add
Lakeland Financial Corp COMMONLKFN
2.1%2.26%$30.7M497,399$27.4M478,164+19,235+4.02%Add
PATHWARD FINANCIAL INC COMCASH
2.1%2.62%$30.6M351,870$31.8M356,200-4,330-1.22%Reduce
KKORN FERRYKFY
1.83%2.05%$26.7M401,362$24.9M395,972+5,390+1.36%Add
LLIMBACH HLDGS INCLMB
1.71%2.02%$24.9M323,953$24.5M313,938+10,015+3.19%Add
EPLUS INCPLUS
1.57%1.69%$22.9M275,000$20.5M273,070+1,930+0.71%Add
UUFP TECHNOLOGIES INCUFPT
1.54%0.81%$22.4M84,575$9.8M50,855+33,720+66.31%Add
PPRIMO BRANDS CORPORATIONPRMB
1.47%1.31%$21.4M875,785$15.9M845,925+29,860+3.53%Add
IICF INTL INCICFI
1.34%1.87%$19.5M268,045$22.7M348,426-80,381-23.07%Reduce
CRANE NXT COCXT
1.32%1.21%$19.2M375,545$14.7M362,275+13,270+3.66%Add
LAUREATE ED INCLAUR
1.31%3.54%$19.1M527,050$42.9M1.2M-704,945-57.22%Reduce
SSOLV ENERGY INCMWH
1.25%$18.3M538,040$00+538,040New Buy
CCOMFORT SYS USA INCFIX
1%0.87%$14.6M7,356$10.6M7,661-305-3.98%Reduce
SSPDR GOLD TRGLD
0.93%1.53%$13.6M36,833$18.6M43,185-6,352-14.71%Reduce
ALAMO GROUP INCALG
0.92%1.68%$13.4M81,490$20.4M123,511-42,021-34.02%Reduce
EEXLSERVICE HLDGS INCEXLS
0.55%0.75%$8.0M309,798$9.1M300,198+9,600+3.20%Add
IISHARES RUSSELLIWM
0.1%$1.5M5,000$00+5,000New Buy
CELESTICA INCCLS
0.06%0.56%$906,8932,486$6.8M24,148-21,662-89.71%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow