StockDriftsStockDriftsTop 41 Neumeier Poma Investment Counsel Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 4.64% | 1.53M | $56.3M | +9.98%(+138.94K) | $27.90(+48.36%) | 2026-03-31 | |
| OSIS | OSI Systems Inc. | 4.19% | 191.4K | $50.8M | -2.23%(-4.37K) | $85.41(+152.74%) | 2026-03-31 | |
| FN | Fabrinet | 4.12% | 95.9K | $50.0M | +9.34%(+8.19K) | $198.23(+276.56%) | 2026-03-31 | |
| TTMI | TTM Technologies Inc. | 4.01% | 499.8K | $48.7M | -21.64%(-138.04K) | $33.70(+410.05%) | 2026-03-31 | |
| SIMO | Silicon Motion Technology Corp. | 3.96% | 428.2K | $48.1M | -11.13%(-53.63K) | $67.53(+290.71%) | 2026-03-31 | |
| MYRG | MYR Group Inc. | 3.78% | 162.3K | $45.8M | -19.47%(-39.24K) | $145.67(+224.75%) | 2026-03-31 | |
| UMBF | UMB Financial Corp. | 3.75% | 403.9K | $45.6M | +19.96%(+67.19K) | $95.37(+33.40%) | 2026-03-31 | |
| DY | Dycom Industries Inc. | 3.74% | 133.9K | $45.4M | -2.17%(-2.96K) | $101.96(+342.33%) | 2026-03-31 | |
| FCN | FTI Consulting | 3.69% | 253.1K | $44.7M | +1035.52%(+230.76K) | $173.13(-15.06%) | 2026-03-31 | |
| LAUR | Laureate Education Inc. | 3.54% | 1.23M | $42.9M | +50.55%(+413.65K) | $33.16(-2.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.41% | +78.98% |
| Top 20 Holdings Unweighted | +19.95% | +72.61% |
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