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NEUMEIER POMA INVESTMENT COUNSEL LLC · 13F 持仓分析
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NEUMEIER POMA INVESTMENT COUNSEL LLC

No.2178 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$14.61亿
环比变动 Q1 2026
+$2.47亿+20.4%
持仓股票数
42
新买入
2
加仓
27
减仓
13
清仓
1
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
DDYCOM INDSDY
4.18%3.74%$6,099.2万12.1万股$4,536.2万13.4万股-1.3万股-9.89%减仓
HA SUSTAINABLE INFRA REIHASI
4.17%4.64%$6,086.6万155.9万股$5,629.2万153.2万股+2.7万股+1.76%加仓
SSILICON MOTION (SPADR REPR 4 SHS)SIMO
4.03%3.96%$5,880.2万17.6万股$4,808.1万42.8万股-25.2万股-58.80%减仓
UMB FINLUMBF
4.02%3.75%$5,864.5万41.1万股$4,555.7万40.4万股+6,890股+1.71%加仓
FEDERAL SIGNALFSS
3.55%2.63%$5,191.1万40.4万股$3,188.7万29.5万股+10.9万股+37.01%加仓
CHAMPION HOMESSKY
3.52%2.92%$5,144.7万58.4万股$3,537.9万47.6万股+10.8万股+22.73%加仓
BBLUE BIRD COMBLBD
3.5%2.93%$5,113.0万64.8万股$3,550.5万62.5万股+2.2万股+3.57%加仓
MMYRMYRG
3.42%3.78%$5,000.8万10.0万股$4,581.9万16.2万股-6.2万股-38.42%减仓
MADDEN STEVENSHOO
3.42%3.12%$4,989.1万118.5万股$3,780.6万111.5万股+7.0万股+6.32%加仓
OSI SYSTEMSOSIS
3.33%4.19%$4,866.4万22.3万股$5,082.7万19.1万股+3.1万股+16.24%加仓
TTTM TECHNOLOGIESTTMI
3.13%4.01%$4,568.2万24.4万股$4,868.6万50.0万股-25.5万股-51.12%减仓
AACUSHNETGOLF
3.1%2.86%$4,529.0万38.2万股$3,470.5万37.1万股+1.1万股+2.92%加仓
FFTI CONSULTINGFCN
3.06%3.69%$4,469.9万30.0万股$4,473.2万25.3万股+4.7万股+18.54%加仓
CCOVISTACVSA
3.01%3.25%$4,401.1万35.3万股$3,942.6万34.2万股+1.1万股+3.20%加仓
TTETRA TECH NEWTTEK
3%3.24%$4,375.0万151.4万股$3,927.4万130.4万股+21.0万股+16.14%加仓
ONESPAWORLD LIMITEDOSW
2.98%2.5%$4,346.2万153.9万股$3,034.0万132.2万股+21.7万股+16.42%加仓
CAVCO INDS DELCVCO
2.93%2.16%$4,282.7万7.0万股$2,619.9万5.4万股+1.6万股+28.86%加仓
IINTERDIGITALIDCC
2.9%1.7%$4,235.0万15.0万股$2,057.9万6.8万股+8.1万股+119.50%加仓
WILEY JOHN & SONSWLY
2.87%1.29%$4,198.3万86.5万股$1,564.3万41.1万股+45.5万股+110.80%加仓
WILLDANWLDN
2.87%1.36%$4,194.0万53.0万股$1,651.1万21.6万股+31.5万股+145.85%加仓
FFABRINETFN
2.57%4.12%$3,747.8万6.7万股$4,999.2万9.6万股-2.9万股-30.44%减仓
TTOWER SEMICONDUCTOR SHS NEWTSEM
2.52%3.46%$3,680.6万14.1万股$4,200.8万23.9万股-9.8万股-41.01%减仓
MCGRATH RENTCORPMGRC
2.45%2.6%$3,571.7万29.5万股$3,150.8万28.6万股+9,400股+3.29%加仓
CCENTERRA GOLDCGAU
2.23%0.4%$3,252.4万205.1万股$483.6万27.2万股+177.9万股+654.37%加仓
MMODINE MFGMOD
2.18%2.05%$3,188.2万11.9万股$2,481.8万11.5万股+4,880股+4.26%加仓
Lakeland Financial Corp COMMONLKFN
2.1%2.26%$3,069.9万49.7万股$2,743.7万47.8万股+1.9万股+4.02%加仓
PATHWARD FINANCIAL COMCASH
2.1%2.62%$3,063.4万35.2万股$3,178.4万35.6万股-4,330股-1.22%减仓
KKORN FERRYKFY
1.83%2.05%$2,672.3万40.1万股$2,492.6万39.6万股+5,390股+1.36%加仓
LLIMBACHLMB
1.71%2.02%$2,494.4万32.4万股$2,450.3万31.4万股+1.0万股+3.19%加仓
EPLUSPLUS
1.57%1.69%$2,288.8万27.5万股$2,054.9万27.3万股+1,930股+0.71%加仓
UUFP TECHNOLOGIESUFPT
1.54%0.81%$2,242.3万8.5万股$984.6万5.1万股+3.4万股+66.31%加仓
PPRIMO BRANDSPRMB
1.47%1.31%$2,140.4万87.6万股$1,592.9万84.6万股+3.0万股+3.53%加仓
IICF INTLICFI
1.34%1.87%$1,953.0万26.8万股$2,274.9万34.8万股-8.0万股-23.07%减仓
CRANE NXTCXT
1.32%1.21%$1,921.3万37.6万股$1,470.5万36.2万股+1.3万股+3.66%加仓
LAUREATE EDLAUR
1.31%3.54%$1,914.2万52.7万股$4,292.3万123.2万股-70.5万股-57.22%减仓
SSOLV ENERGYMWH
1.25%$1,832.0万53.8万股$00股+53.8万股新买入
CCOMFORT SYS USAFIX
1%0.87%$1,457.9万7,356股$1,056.4万7,661股-305股-3.98%减仓
SSPDR黄金信托GLD
0.93%1.53%$1,356.9万3.7万股$1,858.2万4.3万股-6,352股-14.71%减仓
ALAMOALG
0.92%1.68%$1,340.4万8.1万股$2,037.6万12.4万股-4.2万股-34.02%减仓
EEXLSERVICEEXLS
0.55%0.75%$801.1万31.0万股$914.1万30.0万股+9,600股+3.20%加仓
IiShares安硕·RUSSELLIWM
0.1%$150.2万5,000股$00股+5,000股新买入
天弘CLS
0.06%0.56%$90.7万2,486股$680.2万2.4万股-2.2万股-89.71%减仓

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