☆NEUMEIER POMA INVESTMENT COUNSEL LLC
Quality Q
0.450
AUM ($M)
1,461
Positions
42
Turnover
0.13
Top-10 wt
37%
Herfindahl
0.029
History (qtrs)
6
Excess Return
+7.7%
AI Eval Run AI Eval
Holdings · 43 positions · portfolio value $1,461M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆DY funds › | Dycom Industries Inc. | TRIM | — | 4.2% | +0.4% | 61.0 | 120,636 | -13,247 | 5 | — |
| ☆HASI funds › | Hannon Armstrong Sustainable Infrastructure Capital Inc. | ADD | — | 4.2% | -0.5% | 60.9 | 1,558,663 | +26,919 | 5 | — |
| ☆SIMO funds › | Silicon Motion Technology Corp. | TRIM | — | 4.0% | +0.1% | 58.8 | 176,408 | -251,780 | 5 | — |
| ☆UMBF funds › | UMB Financial Corp. | ADD | — | 4.0% | +0.3% | 58.6 | 410,797 | +6,890 | 5 | — |
| ☆FSS funds › | Federal Signal Corp. | ADD | — | 3.6% | +0.9% | 51.9 | 404,008 | +109,142 | 5 | — |
| ☆SKY funds › | Champion Homes Inc. | ADD | — | 3.5% | +0.6% | 51.4 | 583,826 | +108,115 | 5 | — |
| ☆BLBD funds › | Blue Bird Corp. | ADD | — | 3.5% | +0.6% | 51.1 | 647,540 | +22,345 | 5 | — |
| ☆MYRG funds › | MYR Group Inc. | TRIM | — | 3.4% | -0.4% | 50.0 | 99,937 | -62,357 | 5 | — |
| ☆SHOO funds › | Steven Madden LTD. | ADD | — | 3.4% | +0.3% | 49.9 | 1,185,049 | +70,474 | 5 | — |
| ☆OSIS funds › | OSI Systems Inc. | ADD | — | 3.3% | -0.9% | 48.7 | 222,515 | +31,085 | 5 | — |
| ☆TTMI funds › | TTM Technologies Inc. | TRIM | — | 3.1% | -0.9% | 45.7 | 244,265 | -255,485 | 5 | +225.0% |
| ☆GOLF funds › | Acushnet Holdings Corp. | ADD | — | 3.1% | +0.2% | 45.3 | 382,099 | +10,840 | 5 | — |
| ☆FCN funds › | FTI Consulting | ADD | — | 3.1% | -0.6% | 44.7 | 299,975 | +46,925 | 3 | -32.4% |
| ☆CVSA funds › | Covista Inc. | ADD | — | 3.0% | -0.2% | 44.0 | 353,047 | +10,960 | 5 | — |
| ☆TTEK funds › | Tetra Tech Inc. | ADD | — | 3.0% | -0.2% | 43.8 | 1,514,378 | +210,465 | 5 | — |
| ☆OSW funds › | Onespaworld Holdings Limited | ADD | — | 3.0% | +0.5% | 43.5 | 1,539,032 | +217,010 | 5 | — |
| ☆CVCO funds › | Cavco Industries Inc. | ADD | — | 2.9% | +0.8% | 42.8 | 69,707 | +15,610 | 5 | — |
| ☆IDCC funds › | Interdigital Inc. | ADD | — | 2.9% | +1.2% | 42.4 | 149,579 | +81,435 | 5 | — |
| ☆WLY funds › | Wiley John & Sons Inc. | ADD | — | 2.9% | +1.6% | 42.0 | 865,460 | +454,895 | 4 | +12.8% |
| ☆WLDN funds › | Willdan Group Inc. | ADD | — | 2.9% | +1.5% | 41.9 | 530,210 | +314,550 | 2 | -76.0% |
| ☆FN funds › | Fabrinet | TRIM | — | 2.6% | -1.6% | 37.5 | 66,678 | -29,180 | 5 | — |
| ☆TSEM funds › | Tower Semiconductor LTD. | TRIM | — | 2.5% | -0.9% | 36.8 | 141,215 | -98,172 | 5 | — |
| ☆MGRC funds › | McGrath RentCorp | ADD | — | 2.4% | -0.2% | 35.7 | 295,108 | +9,400 | 5 | — |
| ☆CGAU funds › | Centerra Gold Inc. | ADD | — | 2.2% | +1.8% | 32.5 | 2,050,698 | +1,778,855 | 2 | +7.7% |
| ☆MOD funds › | Modine Manufacturing Co. | ADD | — | 2.2% | +0.1% | 31.9 | 119,400 | +4,880 | 5 | — |
| ☆LKFN funds › | Lakeland Financial Corp. | ADD | — | 2.1% | -0.2% | 30.7 | 497,399 | +19,235 | 5 | — |
| ☆CASH funds › | Pathward Financial Inc. | TRIM | — | 2.1% | -0.5% | 30.6 | 351,870 | -4,330 | 5 | — |
| ☆KFY funds › | Korn Ferry | ADD | — | 1.8% | -0.2% | 26.7 | 401,362 | +5,390 | 5 | — |
| ☆LMB funds › | Limbach Holdings Inc. | ADD | — | 1.7% | -0.3% | 24.9 | 323,953 | +10,015 | 5 | — |
| ☆PLUS funds › | Eplus Inc. | ADD | — | 1.6% | -0.1% | 22.9 | 275,000 | +1,930 | 3 | -21.6% |
| ☆UFPT funds › | UFP Technologies Inc. | ADD | — | 1.5% | +0.7% | 22.4 | 84,575 | +33,720 | 3 | +39.9% |
| ☆PRMB funds › | Primo Brands Corp. | ADD | — | 1.5% | +0.2% | 21.4 | 875,785 | +29,860 | 5 | — |
| ☆ICFI funds › | ICF International Inc. | TRIM | — | 1.3% | -0.5% | 19.5 | 268,045 | -80,381 | 5 | — |
| ☆CXT funds › | Crane NXT Co. | ADD | — | 1.3% | +0.1% | 19.2 | 375,545 | +13,270 | 5 | — |
| ☆LAUR funds › | Laureate Education Inc. | TRIM | — | 1.3% | -2.2% | 19.1 | 527,050 | -704,945 | 3 | +11.9% |
| ☆MWH funds › | Solv Energy Inc. | NEW | — | 1.3% | +1.3% | 18.3 | 538,040 | +538,040 | 1 | -86.3% |
| ☆FIX funds › | Comfort Systems USA Inc. | TRIM | — | 1.0% | +0.1% | 14.6 | 7,356 | -305 | 5 | — |
| ☆GLD funds › | SPDR Gold Trust | TRIM | — | 0.9% | -0.6% | 13.6 | 36,833 | -6,352 | 5 | — |
| ☆ALG funds › | Alamo Group Inc. | TRIM | — | 0.9% | -0.8% | 13.4 | 81,490 | -42,021 | 5 | — |
| ☆EXLS funds › | Exlservice Holdings Inc. | ADD | — | 0.5% | -0.2% | 8.0 | 309,798 | +9,600 | 5 | — |
| ☆IWM funds › | iShares Russell 2000 ETF | NEW | — | 0.1% | +0.1% | 1.5 | 5,000 | +5,000 | 1 | +28.9% |
| ☆CLS funds › | Celestica Inc. | TRIM | — | 0.1% | -0.5% | 0.9 | 2,486 | -21,662 | 5 | — |
| ☆HURN funds › | Huron Consulting Group Inc. | EXIT | — | 0.0% | -0.9% | 0.0 | 0 | -83,941 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,461 | 42 | 0.13 | 37% | 0.029 | 0.447 | — | in |
| 2026Q1 | 1,213 | 41 | 0.15 | 39% | 0.030 | 0.426 | — | in |
| 2025Q4 | 1,210 | 43 | 0.15 | 38% | 0.029 | 0.359 | — | in |
| 2025Q3 | 1,222 | 41 | 0.19 | 37% | 0.028 | 0.298 | — | in |
| 2025Q2 | 1,074 | 41 | 0.15 | 38% | 0.029 | 0.396 | — | entered |
| 2025Q1 | 930 | 46 | 0.00 | 40% | 0.029 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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