Neumeier Poma Investment Counsel LLC
Net seller this quarter
$1.46B
41
-$68.1M
37.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DY | $61M | 4.18% | 0.40% | -9.9% | Q2 2022 |
 HASI | $60.9M | 4.17% | 1.22% | +1.8% | Q1 2015 |
 SIMO | $58.8M | 4.03% | 0.13% | -58.8% | Q2 2016 |
 UMBF | $58.6M | 4.02% | 0.54% | +1.7% | Q2 2013 |
 FSS | $51.9M | 3.55% | 0.66% | +37.0% | Q1 2018 |
| SKY | $51.4M | 3.52% | 1.06% | +22.7% | Q1 2022 |
 BLBD | $51.1M | 3.50% | 2.04% | +3.6% | Q3 2024 |
 MYRG | $50M | 3.42% | 0.64% | -38.4% | Q2 2021 |
 SHOO | $49.9M | 3.42% | 1.62% | +6.3% | Q2 2013 |
 OSIS | $48.7M | 3.33% | 1.40% | +16.2% | Q1 2014 |
 TTMI | $45.7M | 3.13% | 0.23% | -51.1% | Q2 2025 |
 GOLF | $45.3M | 3.10% | 0.65% | +2.9% | Q2 2024 |
 FCN | $44.7M | 3.06% | 1.08% | +18.5% | Q4 2025 |
 CVSA | $44M | 3.01% | 1.04% | +3.2% | Q4 2018 |
 TTEK | $43.8M | 3.00% | 0.59% | +16.1% | Q1 2018 |
 OSW | $43.5M | 2.98% | 1.52% | +16.4% | Q3 2024 |
 CVCO | $42.8M | 2.93% | 0.90% | +28.9% | Q1 2022 |
 IDCC | $42.4M | 2.90% | 0.58% | +119.5% | Q2 2020 |
 WLY | $42M | 2.87% | 1.42% | +110.8% | Q3 2025 |
 WLDN | $41.9M | 2.87% | 3.51% | +145.9% | Q1 2026 |
 FN | $37.5M | 2.57% | 0.19% | -30.4% | Q2 2016 |
 TSEM | $36.8M | 2.52% | 0.13% | -41.0% | Q4 2019 |
 MGRC | $35.7M | 2.45% | 1.21% | +3.3% | Q2 2023 |
 CGAU | $32.5M | 2.23% | 1.03% | +654.4% | Q1 2026 |
 MOD | $31.9M | 2.18% | 0.23% | +4.3% | Q4 2023 |
 LKFN | $30.7M | 2.10% | 2.00% | +4.0% | Q4 2014 |
 CASH | $30.6M | 2.10% | 1.67% | -1.2% | Q1 2025 |
 KFY | $26.7M | 1.83% | 0.79% | +1.4% | Q2 2021 |
 LMB | $24.9M | 1.71% | 2.72% | +3.2% | Q1 2024 |
 PLUS | $22.9M | 1.57% | 1.05% | +0.7% | Q4 2025 |
 UFPT | $22.4M | 1.54% | 1.09% | +66.3% | Q4 2025 |
 PRMB | $21.4M | 1.47% | 0.24% | +3.5% | Q4 2024 |
 ICFI | $19.5M | 1.34% | 1.49% | -23.1% | Q1 2023 |
 CXT | $19.2M | 1.32% | 0.65% | +3.7% | Q2 2023 |
 LAUR | $19.1M | 1.31% | 0.38% | -57.2% | Q4 2025 |
 MWH | $18.3M | 1.25% | Not reported | New | Q2 2026 |
 FIX | $14.6M | 1.00% | 0.02% | -4.0% | Q4 2016 |
 GLD | $13.6M | 0.93% | 0.01% | -14.7% | Q2 2013 |
 ALG | $13.4M | 0.92% | 0.67% | -34.0% | Q1 2015 |
 EXLS | $8.01M | 0.55% | 0.20% | +3.2% | Q2 2017 |
 CLS | $907K | 0.06% | 0.00% | -89.7% | Q3 2023 |
| Q1 2026 | |||||
| HASI | $56.3M | 4.64% | 1.20% | +10.0% | Q1 2015 |
| OSIS | $50.8M | 4.19% | 1.16% | -2.2% | Q1 2014 |
| FN | $50M | 4.12% | 0.27% | +9.3% | Q2 2016 |
| TTMI | $48.7M | 4.01% | 0.48% | -21.6% | Q2 2025 |
| SIMO | $48.1M | 3.96% | 0.32% | -11.1% | Q2 2016 |
| MYRG | $45.8M | 3.78% | 1.04% | -19.5% | Q2 2021 |
| UMBF | $45.6M | 3.75% | 0.53% | +20.0% | Q2 2013 |
| DY | $45.4M | 3.74% | 0.45% | -2.2% | Q2 2022 |
| FCN | $44.7M | 3.69% | 0.84% | +1035.5% | Q4 2025 |
| LAUR | $42.9M | 3.54% | 0.88% | +50.6% | Q4 2025 |
| TSEM | $42M | 3.46% | 0.21% | -47.7% | Q4 2019 |
| CVSA | $39.4M | 3.25% | 1.01% | +2.6% | Q4 2018 |
| TTEK | $39.3M | 3.24% | 0.50% | +15.7% | Q1 2018 |
| SHOO | $37.8M | 3.12% | 1.53% | +5.4% | Q2 2013 |
| BLBD | $35.5M | 2.93% | 1.98% | +31.3% | Q3 2024 |
| SKY | $35.4M | 2.92% | 0.86% | -1.8% | Q1 2022 |
| GOLF | $34.7M | 2.86% | 0.63% | -3.4% | Q2 2024 |
| FSS | $31.9M | 2.63% | 0.48% | +32.3% | Q1 2018 |
| CASH | $31.8M | 2.62% | 1.64% | +34.9% | Q1 2025 |
| MGRC | $31.5M | 2.60% | 1.16% | -2.2% | Q2 2023 |
| OSW | $30.3M | 2.50% | 1.30% | -1.9% | Q3 2024 |
| LKFN | $27.4M | 2.26% | 1.92% | -0.9% | Q4 2014 |
| CVCO | $26.2M | 2.16% | 0.70% | -2.2% | Q1 2022 |
| KFY | $24.9M | 2.05% | 0.76% | -3.7% | Q2 2021 |
| MOD | $24.8M | 2.05% | 0.22% | -6.2% | Q4 2023 |
| LMB | $24.5M | 2.02% | 2.63% | -1.4% | Q1 2024 |
| ICFI | $22.7M | 1.87% | 1.92% | -27.6% | Q1 2023 |
| IDCC | $20.6M | 1.70% | 0.26% | -3.1% | Q2 2020 |
| PLUS | $20.5M | 1.69% | 1.04% | -3.0% | Q4 2025 |
| ALG | $20.4M | 1.68% | 1.02% | +32.7% | Q1 2015 |
| GLD | $18.6M | 1.53% | 0.01% | Not reported | Q2 2013 |
| WLDN | $16.5M | 1.36% | 1.46% | New | Q1 2026 |
| PRMB | $15.9M | 1.31% | 0.23% | -2.6% | Q4 2024 |
| WLY | $15.6M | 1.29% | 0.67% | +4.3% | Q3 2025 |
| CXT | $14.7M | 1.21% | 0.63% | -2.4% | Q2 2023 |
 HURN | $10.7M | 0.88% | 0.50% | -70.5% | Q4 2023 |
| FIX | $10.6M | 0.87% | 0.02% | -47.5% | Q4 2016 |
| UFPT | $9.85M | 0.81% | 0.66% | -2.4% | Q4 2025 |
| EXLS | $9.14M | 0.75% | 0.20% | -69.8% | Q2 2017 |
| CLS | $6.8M | 0.56% | 0.02% | -45.4% | Q3 2023 |
| CGAU | $4.84M | 0.40% | 0.14% | New | Q1 2026 |
| Q4 2025 | |||||
| TSEM | $53.7M | 4.44% | 0.41% | -41.5% | Q4 2019 |
| OSIS | $49.9M | 4.13% | 1.19% | +0.6% | Q1 2014 |
| HURN | $49.3M | 4.07% | 1.65% | +2.7% | Q4 2023 |
| DY | $46.2M | 3.82% | 0.47% | -17.7% | Q2 2022 |
| SIMO | $44.7M | 3.69% | 0.36% | +0.7% | Q2 2016 |
| MYRG | $44M | 3.64% | 1.30% | +1.6% | Q2 2021 |
| SHOO | $44M | 3.64% | 1.46% | +10.7% | Q2 2013 |
| TTMI | $44M | 3.64% | 0.62% | -14.9% | Q2 2025 |
| HASI | $43.8M | 3.62% | 1.09% | +9.9% | Q1 2015 |
| EXLS | $42.2M | 3.49% | 0.64% | -1.6% | Q2 2017 |
| ICFI | $41M | 3.39% | 2.64% | +46.6% | Q1 2023 |
| SKY | $40.9M | 3.38% | 0.87% | +40.2% | Q1 2022 |
| FN | $39.9M | 3.30% | 0.24% | -0.8% | Q2 2016 |
| UMBF | $38.7M | 3.20% | 0.44% | -0.4% | Q2 2013 |
| TTEK | $37.8M | 3.12% | 0.43% | +15.0% | Q1 2018 |
| CVSA | $34.5M | 2.85% | 0.96% | +4.1% | Q4 2018 |
| CVCO | $32.7M | 2.70% | 0.71% | +42.6% | Q1 2022 |
| GOLF | $30.7M | 2.54% | 0.66% | +51.7% | Q2 2024 |
| MGRC | $30.6M | 2.53% | 1.19% | -2.0% | Q2 2023 |
| OSW | $28M | 2.31% | 1.32% | -1.7% | Q3 2024 |
| LAUR | $27.6M | 2.28% | 0.57% | New | Q4 2025 |
| LKFN | $27.5M | 2.27% | 1.91% | -2.3% | Q4 2014 |
| KFY | $27.2M | 2.24% | 0.79% | +24.5% | Q2 2021 |
| LMB | $24.8M | 2.05% | 2.74% | +151.5% | Q1 2024 |
| PLUS | $24.7M | 2.04% | 1.07% | New | Q4 2025 |
| FSS | $24.2M | 2.00% | 0.37% | -10.8% | Q1 2018 |
| IDCC | $22.4M | 1.85% | 0.27% | -27.8% | Q2 2020 |
| BLBD | $22.4M | 1.85% | 1.50% | -1.5% | Q3 2024 |
| CASH | $18.8M | 1.55% | 1.18% | -24.2% | Q1 2025 |
| CXT | $17.5M | 1.44% | 0.65% | -4.0% | Q2 2023 |
| GLD | $17.1M | 1.41% | 0.01% | +17.9% | Q2 2013 |
| MOD | $16.3M | 1.35% | 0.23% | -12.9% | Q4 2023 |
 LZ | $15.9M | 1.31% | 0.90% | -8.4% | Q3 2025 |
| ALG | $15.6M | 1.29% | 0.77% | -3.0% | Q1 2015 |
| PRMB | $14.2M | 1.17% | 0.24% | -13.3% | Q4 2024 |
| FIX | $13.6M | 1.13% | 0.04% | -68.0% | Q4 2016 |
| CLS | $13.1M | 1.08% | 0.04% | -70.5% | Q3 2023 |
| WLY | $12.1M | 1.00% | 0.65% | -0.5% | Q3 2025 |
| UFPT | $11.6M | 0.96% | 0.68% | New | Q4 2025 |
| REVG | $11.3M | 0.93% | 0.38% | -10.7% | Q4 2017 |
 ECG | $6.74M | 0.56% | 0.15% | -72.3% | Q4 2024 |
 CBZ | $5.12M | 0.42% | 0.19% | -1.4% | Q3 2022 |
| FCN | $3.81M | 0.31% | 0.07% | New | Q4 2025 |
| Q3 2025 | |||||
| TSEM | $56.5M | 4.62% | 0.70% | +9.3% | Q4 2019 |
| CVSA | $49.5M | 4.05% | 0.88% | -17.4% | Q4 2018 |
| DY | $48.5M | 3.97% | 0.57% | +2.7% | Q2 2022 |
| OSIS | $48.5M | 3.97% | 1.15% | -1.5% | Q1 2014 |
| SIMO | $45.4M | 3.71% | 0.36% | +10.7% | Q2 2016 |
| EXLS | $44.5M | 3.64% | 0.64% | +1.0% | Q2 2017 |
| TTMI | $43.1M | 3.53% | 0.73% | +18.4% | Q2 2025 |
| MYRG | $41.3M | 3.38% | 1.28% | +67.8% | Q2 2021 |
| HURN | $40.7M | 3.33% | 1.60% | +1.7% | Q4 2023 |
| UMBF | $40M | 3.27% | 0.45% | +10.2% | Q2 2013 |
| HASI | $38.9M | 3.18% | 1.01% | +9.1% | Q1 2015 |
| FIX | $37.6M | 3.08% | 0.13% | -22.8% | Q4 2016 |
| CLS | $36.9M | 3.02% | 0.13% | -51.0% | Q3 2023 |
| MGRC | $34.9M | 2.86% | 1.21% | +45.0% | Q2 2023 |
| IDCC | $33.6M | 2.75% | 0.38% | -40.2% | Q2 2020 |
| TTEK | $32.7M | 2.68% | 0.37% | +10.4% | Q1 2018 |
| FN | $32.2M | 2.64% | 0.25% | -33.8% | Q2 2016 |
| SHOO | $32M | 2.62% | 1.31% | +155.9% | Q2 2013 |
| LKFN | $31.7M | 2.59% | 1.93% | +6.3% | Q4 2014 |
| ICFI | $30.5M | 2.49% | 1.78% | +92.1% | Q1 2023 |
| FSS | $29.7M | 2.43% | 0.41% | -20.8% | Q1 2018 |
| OSW | $29M | 2.37% | 1.34% | +19.4% | Q3 2024 |
| BLBD | $27.8M | 2.28% | 1.52% | +8.0% | Q3 2024 |
| SKY | $26.4M | 2.16% | 0.61% | +94.0% | Q1 2022 |
| CXT | $25.9M | 2.12% | 0.67% | +54.3% | Q2 2023 |
| CASH | $25.8M | 2.11% | 1.53% | +62.0% | Q1 2025 |
| WNS | $24.7M | 2.02% | 0.75% | -39.1% | Q4 2016 |
| ECG | $24.4M | 1.99% | 0.56% | +7.6% | Q4 2024 |
| KFY | $23.1M | 1.89% | 0.63% | +4.7% | Q2 2021 |
| CVCO | $22.5M | 1.84% | 0.49% | +34.6% | Q1 2022 |
| PRMB | $22.1M | 1.81% | 0.27% | +2.7% | Q4 2024 |
| MOD | $19.9M | 1.63% | 0.27% | +5.2% | Q4 2023 |
| GOLF | $19.9M | 1.63% | 0.43% | +3.3% | Q2 2024 |
| ALG | $18.3M | 1.50% | 0.79% | +52.5% | Q1 2015 |
| LZ | $18.1M | 1.48% | 0.97% | New | Q3 2025 |
| WLY | $16M | 1.31% | 0.65% | New | Q3 2025 |
| GLD | $13M | 1.07% | 0.01% | +51.6% | Q2 2013 |
| LMB | $12.3M | 1.01% | 1.09% | -56.2% | Q1 2024 |
| REVG | $11.8M | 0.96% | 0.43% | Not reported | Q4 2017 |
 TGLS | $6.55M | 0.54% | 0.21% | -63.8% | Q2 2023 |
| CBZ | $5.46M | 0.45% | 0.19% | -76.5% | Q3 2022 |