StockDriftsStockDriftsTop 42 Neumeier Poma Investment Counsel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DY | Dycom Industries Inc. | 4.18% | 120.6K | $61.0M | -9.89%(-13.25K) | $101.96(+302.30%) | 2026-06-30 | |
| HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 4.17% | 1.56M | $60.9M | +1.76%(+26.92K) | $28.06(+49.05%) | 2026-06-30 | |
| SIMO | Silicon Motion Technology Corp. | 4.03% | 176.4K | $58.8M | -58.80%(-251.78K) | $67.53(+257.33%) | 2026-06-30 | |
| UMBF | UMB Financial Corp. | 4.02% | 410.8K | $58.6M | +1.71%(+6.89K) | $95.89(+55.86%) | 2026-06-30 | |
| FSS | Federal Signal Corp. | 3.55% | 404.0K | $51.9M | +37.01%(+109.14K) | $63.17(+99.94%) | 2026-06-30 | |
| SKY | Champion Homes Inc. | 3.52% | 583.8K | $51.4M | +22.73%(+108.11K) | $72.96(+28.67%) | 2026-06-30 | |
| BLBD | Blue Bird Corp. | 3.5% | 647.5K | $51.1M | +3.57%(+22.34K) | $51.21(+25.62%) | 2026-06-30 | |
| MYRG | MYR Group Inc. | 3.42% | 99.9K | $50.0M | -38.42%(-62.36K) | $145.67(+128.38%) | 2026-06-30 | |
| SHOO | Steven Madden LTD. | 3.42% | 1.19M | $49.9M | +6.32%(+70.47K) | $31.93(+49.37%) | 2026-06-30 | |
| OSIS | OSI Systems Inc. | 3.33% | 222.5K | $48.7M | +16.24%(+31.09K) | $107.24(+115.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +33.85% | +139.79% | +17.26% | +121.73% |
| Top 20 Holdings Unweighted | +32.30% | +131.56% | +15.50% | +105.56% |
Neumeier Poma Investment Counsel LLC reports $1.46B in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are DY (4.2%), HASI (4.2%) and SIMO (4.0%). The top 20 holdings account for 66.99% of reported assets. Its disclosed equity book has returned +139.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Neumeier Poma Investment Counsel LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Neumeier Poma Investment Counsel LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1044936). View Neumeier Poma Investment Counsel LLC’s 13F filings on SEC