Institutional Fund
Neumeier Poma Investment Counsel LLC
Carmel, CACIK 10449365 filings on record
Portfolio Value
$1.21B
Q1 2026
Holdings
41
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+0.3%
from $1.21B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ha Sustainable Infra Cap Inc4.6%
- Osi Systems Inc4.2%
- Fabrinet4.1%
- Ttm Technologies Inc4.0%
- Silicon Motion Technology Co4.0%
- Myr Group Inc Del3.8%
- Other75.3%
Portfolio Holdings
41 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ha Sustainable Infra Cap Inc | 1.53M | $56.29M | 4.6% | +138.9K | Added |
| 2 | Osi Systems Inc | 191.4K | $50.83M | 4.2% | −4.4K | Reduced |
| 3 | Fabrinet | 95.9K | $49.99M | 4.1% | +8.2K | Added |
| 4 | Ttm Technologies Inc | 499.8K | $48.69M | 4.0% | −138.0K | Reduced |
| 5 | Silicon Motion Technology Co | 428.2K | $48.08M | 4.0% | −53.6K | Reduced |
| 6 | Myr Group Inc Del | 162.3K | $45.82M | 3.8% | −39.2K | Reduced |
| 7 | Umb Finl Corp | 403.9K | $45.56M | 3.8% | +67.2K | Added |
| 8 | Dycom Inds Inc | 133.9K | $45.36M | 3.7% | −3.0K | Reduced |
| 9 | Fti Consulting Inc | 253.1K | $44.73M | 3.7% | +230.8K | Added |
| 10 | Laureate Education Inc | 1.23M | $42.92M | 3.5% | +413.7K | Added |
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