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Latest Neumeier Poma Investment Counsel LLC Stock Portfolio

$1.21Billion | No. of Holdings #41

Neumeier Poma Investment Counsel LLC Performance

2026 Q1+4.78%
YTD+4.78%
2025+23.17%

About Neumeier Poma Investment Counsel LLC and 13F Hedge Fund Stock Holdings

NEUMEIER POMA INVESTMENT COUNSEL LLC is a hedge fund based in Carmel, CA. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, NEUMEIER POMA INVESTMENT COUNSEL LLC reported an equity portfolio of $1.2 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of NEUMEIER POMA INVESTMENT COUNSEL LLC are HASI, OSIS, FN. The fund has invested 4.6% of it's portfolio in HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC. and 4.2% of portfolio in OSI SYSTEMS INC. <br><br> The fund managers got completely rid off LEGALZOOM.COM INC. (LZ), REV GROUP INC (REVG) and EVERUS CONSTRUCTION GROUP INC. stocks. They significantly reduced their stock positions in HURON CONSULTING GROUP INC. (HURN), EXLSERVICE HOLDINGS INC. (EXLS) and TOWER SEMICONDUCTOR LTD. (TSEM). NEUMEIER POMA INVESTMENT COUNSEL LLC opened new stock positions in WILLDAN GROUP INC. (WLDN) and CENTERRA GOLD INC. (CGAU). The fund showed a lot of confidence in some stocks as they added substantially to FTI CONSULTING (FCN), LAUREATE EDUCATION INC. (LAUR) and PATHWARD FINANCIAL INC. (CASH).
Neumeier Poma Investment Counsel LLC Equity Portfolio Value
Last Reported on: 13 May, 2026
$1.21Billion
  as of May 13, 2026

Neumeier Poma Investment Counsel LLC Annual Return Estimates Vs S&P 500

Our best estimate is that NEUMEIER POMA INVESTMENT COUNSEL LLC made a return of 4.78% in the last quarter. In trailing 12 months, it's portfolio return was 39.16%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
willdan group inc.16,510,900
centerra gold inc.4,836,090
New stocks bought by Neumeier Poma Investment Counsel LLC

Additions

Ticker% Inc.
fti consulting1,035
laureate education inc.50.55
pathward financial inc.34.87
alamo group inc.32.71
federal signal corp.32.27
blue bird corp.31.29
umb financial corp.19.96
tetra tech inc.15.74
Additions to existing portfolio by Neumeier Poma Investment Counsel LLC

Reductions

Ticker% Reduced
huron consulting group inc.-70.53
exlservice holdings inc.-69.82
tower semiconductor ltd.-47.65
comfort systems usa inc.-47.53
celestica inc.-45.42
icf international inc.-27.58
ttm technologies inc.-21.64
myr group inc.-19.47
Neumeier Poma Investment Counsel LLC reduced stake in above stock

Sold off

Ticker$ Sold
legalzoom.com inc.-15,862,500
rev group inc-11,290,000
cbiz inc.-5,124,960
everus construction group inc.-6,737,340
Neumeier Poma Investment Counsel LLC got rid off the above stocks

Sector Distribution

NEUMEIER POMA INVESTMENT COUNSEL LLC has about 31.6% of it's holdings in Industrials sector.

  • Industrials
  • Consumer Cyclical
  • Technology
  • Others
  • Financial Services
  • Consumer Defensive
  • Real Estate
  • Communication Services
Sector%
Industrials31.6
Consumer Cyclical18.5
Technology14.8
Others11.2
Financial Services8.6
Consumer Defensive6.8
Real Estate4.6
Communication Services3

Market Cap. Distribution

NEUMEIER POMA INVESTMENT COUNSEL LLC has about 12% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • SMALL-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MID-CAP64.2
SMALL-CAP12.5
LARGE-CAP12
UNALLOCATED11.2

Stocks belong to which Index?

About 80.6% of the stocks held by NEUMEIER POMA INVESTMENT COUNSEL LLC either belong to S&P 500 or RUSSELL 2000 index.

  • RUSSELL 2000
  • Others
Index%
RUSSELL 200080.6
Others19.4
Top 5 Winners (%)%
MOD
modine manufacturing co.
60.4 %
TSEM
tower semiconductor ltd.
37.7 %
TTMI
ttm technologies inc.
36.7 %
FIX
comfort systems usa inc.
36.4 %
MYRG
myr group inc.
26.4 %
Top 5 Winners ($)$
TSEM
tower semiconductor ltd.
20.2 M
TTMI
ttm technologies inc.
16.2 M
MYRG
myr group inc.
11.6 M
MOD
modine manufacturing co.
9.8 M
SIMO
silicon motion technology corp.
8.9 M
Top 5 Losers (%)%
ICFI
icf international inc.
-20.2 %
EXLS
exlservice holdings inc.
-18.4 %
SHOO
steven madden ltd.
-18.1 %
CVCO
cavco industries inc.
-17.8 %
HURN
huron consulting group inc.
-17.0 %
Top 5 Losers ($)$
SHOO
steven madden ltd.
-8.4 M
HURN
huron consulting group inc.
-8.4 M
ICFI
icf international inc.
-8.3 M
EXLS
exlservice holdings inc.
-7.8 M
CVCO
cavco industries inc.
-5.8 M

Neumeier Poma Investment Counsel LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Neumeier Poma Investment Counsel LLC

NEUMEIER POMA INVESTMENT COUNSEL LLC has 41 stocks in it's portfolio. About 39.4% of the portfolio is in top 10 stocks. SHOO proved to be the most loss making stock for the portfolio. TSEM was the most profitable stock for NEUMEIER POMA INVESTMENT COUNSEL LLC last quarter.

$1.21BTotal Value
45.00Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of Neumeier Poma Investment Counsel LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
CGAU
Centerra Gold Inc.

Centerra Gold Inc.

CGAU
Neumeier Poma Investment Counsel LLC's holding in Centerra Gold Inc. over time
0.4%271,843
$4.84M
0.4%
new position
CLS
Celestica Inc.

Celestica Inc.

CLS
Neumeier Poma Investment Counsel LLC's holding in Celestica Inc. over time
0.56%24,148
$6.80M
0.56%
decreased 45.42 percentreduced
GLD
Spdr Gold Trust

Spdr Gold Trust

GLD
Neumeier Poma Investment Counsel LLC's holding in Spdr Gold Trust over time
1.53%43,185
$18.58M
1.53%
unchanged 0 percentunchanged