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Latest Neumeier Poma Investment Counsel LLC Stock Portfolio

$1.46Billion | No. of Holdings #42

Neumeier Poma Investment Counsel LLC Performance

2026 Q2+19.16%
YTD+24.86%
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 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, NEUMEIER POMA INVESTMENT COUNSEL LLC reported an equity portfolio of $1.5 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of NEUMEIER POMA INVESTMENT COUNSEL LLC are DY, HASI, SIMO. The fund has invested 4.2% of it's portfolio in DYCOM INDUSTRIES INC. and 4.2% of portfolio in HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC. <br><br> The fund managers got completely rid off HURON CONSULTING GROUP INC. (HURN) stocks. They significantly reduced their stock positions in CELESTICA INC. (CLS), SILICON MOTION TECHNOLOGY CORP. (SIMO) and LAUREATE EDUCATION INC. (LAUR). NEUMEIER POMA INVESTMENT COUNSEL LLC opened new stock positions in SOLV ENERGY INC. and ISHARES RUSSELL 2000 ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to CENTERRA GOLD INC. (CGAU), WILLDAN GROUP INC. (WLDN) and INTERDIGITAL INC. (IDCC).
Neumeier Poma Investment Counsel LLC Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$1.46Billion
  as of Aug 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 19.16% in the last quarter. In trailing 12 months, it's portfolio return was 43.41%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
solv energy inc.18,320,300
ishares russell 2000 etf1,502,250
New stocks bought by Neumeier Poma Investment Counsel LLC

Additions

Ticker% Inc.
centerra gold inc.654
willdan group inc.145
interdigital inc.119
wiley john & sons inc.110
ufp technologies inc.66.31
federal signal corp.37.01
cavco industries inc.28.86
champion homes inc.22.73
Additions to existing portfolio by Neumeier Poma Investment Counsel LLC

Reductions

Ticker% Reduced
celestica inc.-89.71
silicon motion technology corp.-58.8
laureate education inc.-57.22
ttm technologies inc.-51.12
tower semiconductor ltd.-41.01
myr group inc.-38.42
alamo group inc.-34.02
fabrinet-30.44
Neumeier Poma Investment Counsel LLC reduced stake in above stock

Sold off

Ticker$ Sold
huron consulting group inc.-10,701,600
Neumeier Poma Investment Counsel LLC got rid off the above stocks

Sector Distribution

NEUMEIER POMA INVESTMENT COUNSEL LLC has about 30.6% of it's holdings in Industrials sector.

  • Industrials
  • Consumer Cyclical
  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Defensive
  • Real Estate
  • Healthcare
Sector%
Industrials30.6
Consumer Cyclical21.6
Others12.6
Technology11.1
Financial Services8.2
Communication Services5.8
Consumer Defensive4.3
Real Estate4.2
Healthcare1.5

Market Cap. Distribution

NEUMEIER POMA INVESTMENT COUNSEL LLC has about 16.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • LARGE-CAP
  • SMALL-CAP
  • UNALLOCATED
Category%
MID-CAP58.6
LARGE-CAP16.2
SMALL-CAP12.6
UNALLOCATED12.6

Stocks belong to which Index?

About 80% 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
Others20
Top 5 Winners (%)%
SIMO
silicon motion technology corp.
139.0 %
TTMI
ttm technologies inc.
68.5 %
MYRG
myr group inc.
62.4 %
DY
dycom industries inc.
46.8 %
FIX
comfort systems usa inc.
42.9 %
Top 5 Winners ($)$
SIMO
silicon motion technology corp.
66.8 M
TTMI
ttm technologies inc.
33.3 M
MYRG
myr group inc.
28.6 M
DY
dycom industries inc.
21.2 M
TSEM
tower semiconductor ltd.
16.2 M
Top 5 Losers (%)%
OSIS
osi systems inc.
-16.6 %
EXLS
exlservice holdings inc.
-14.9 %
FCN
fti consulting
-14.7 %
GLD
spdr gold trust
-13.3 %
CGAU
centerra gold inc.
-6.5 %
Top 5 Losers ($)$
OSIS
osi systems inc.
-9.7 M
FCN
fti consulting
-7.7 M
GLD
spdr gold trust
-2.5 M
CGAU
centerra gold inc.
-2.2 M
IDCC
interdigital inc.
-2.1 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 42 stocks in it's portfolio. About 37.1% of the portfolio is in top 10 stocks. OSIS proved to be the most loss making stock for the portfolio. SIMO was the most profitable stock for NEUMEIER POMA INVESTMENT COUNSEL LLC last quarter.

$1.46BTotal Value
43.00Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Neumeier Poma Investment Counsel LLC, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
CGAU
Centerra Gold Inc.

Centerra Gold Inc.

CGAU
Neumeier Poma Investment Counsel LLC's holding in Centerra Gold Inc. over time
2.23%2,050,700
$32.52M
2.23%
increased 654.37 percentadded
CLS
Celestica Inc.

Celestica Inc.

CLS
Neumeier Poma Investment Counsel LLC's holding in Celestica Inc. over time
0.06%2,486
$906.9K
0.06%
decreased 89.71 percentreduced
GLD
Spdr Gold Trust

Spdr Gold Trust

GLD
Neumeier Poma Investment Counsel LLC's holding in Spdr Gold Trust over time
0.93%36,833
$13.57M
0.93%
decreased 14.71 percentreduced