NEUMEIER POMA INVESTMENT COUNSEL LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FTI Consulting(FCN) | 22,285 | 253,050 | +230,765 | 3,806,947 | 44,731,649 | 3.69% | +40,924,702 |
| Willdan Group Inc.(WLDN) | 0 | 215,660 | +215,660 | 0 | 16,510,930 | 1.36% | +16,510,930 |
| Laureate Education Inc.(LAUR) | 818,340 | 1,231,995 | +413,655 | 27,553,508 | 42,922,706 | 3.54% | +15,369,198 |
| Blue Bird Corp. | 476,190 | 625,195 | +149,005 | 22,380,930 | 35,504,824 | 2.93% | +13,123,894 |
| Pathward Financial Inc.(CASH) | 264,100 | 356,200 | +92,100 | 18,751,100 | 31,783,726 | 2.62% | +13,032,626 |
| Hannon Armstrong Sustainable Infrastructure Capital Inc.(HASI) | 1,392,799 | 1,531,744 | +138,945 | 43,775,673 | 56,291,592 | 4.64% | +12,515,919 |
| Fabrinet(FN) | 87,671 | 95,858 | +8,187 | 39,914,853 | 49,991,864 | 4.12% | +10,077,011 |
| Modine Manufacturing Co.(MOD) | 122,052 | 114,520 | -7,532 | 16,295,163 | 24,817,629 | 2.05% | +8,522,466 |
| Federal Signal Corp.(FSS) | 222,931 | 294,866 | +71,935 | 24,208,077 | 31,886,809 | 2.63% | +7,678,732 |
| UMB Financial Corp.(UMBF) | 336,712 | 403,907 | +67,195 | 38,735,348 | 45,556,671 | 3.75% | +6,821,323 |
| Covista Inc.(CVSA) | 333,592 | 342,087 | +8,495 | 34,516,764 | 39,425,527 | 3.25% | +4,908,763 |
| Centerra Gold Inc.(CGAU) | 0 | 271,843 | +271,843 | 0 | 4,836,087 | 0.40% | +4,836,087 |
| Alamo Group Inc. | 93,066 | 123,511 | +30,445 | 15,622,989 | 20,375,610 | 1.68% | +4,752,621 |
| TTM Technologies Inc.(TTMI) | 637,790 | 499,750 | -138,040 | 44,007,510 | 48,685,645 | 4.01% | +4,678,135 |
| Acushnet Holdings Corp. | 384,424 | 371,259 | -13,165 | 30,684,724 | 34,705,291 | 2.86% | +4,020,567 |
| Wiley John & Sons Inc.(WLY) | 393,715 | 410,565 | +16,850 | 12,059,490 | 15,642,527 | 1.29% | +3,583,037 |
| Silicon Motion Technology Corp.(SIMO) | 481,818 | 428,188 | -53,630 | 44,664,529 | 48,081,231 | 3.96% | +3,416,702 |
| Onespaworld Holdings Limited COM | 1,347,742 | 1,322,022 | -25,720 | 27,952,169 | 30,340,405 | 2.50% | +2,388,236 |
| MYR Group Inc.(MYRG) | 201,539 | 162,294 | -39,245 | 44,036,272 | 45,818,842 | 3.78% | +1,782,570 |
| Primo Brands Corp.(PRMB) | 868,085 | 845,925 | -22,160 | 14,193,190 | 15,928,768 | 1.31% | +1,735,578 |
| Tetra Tech Inc.(TTEK) | 1,126,603 | 1,303,913 | +177,310 | 37,786,265 | 39,273,860 | 3.24% | +1,487,595 |
| SPDR Gold Trust(GLD) | 43,185 | 43,185 | 0 | 17,114,647 | 18,582,074 | 1.53% | +1,467,427 |
| OSI Systems Inc.(OSIS) | 195,795 | 191,430 | -4,365 | 49,939,473 | 50,826,579 | 4.19% | +887,106 |
| McGrath RentCorp(MGRC) | 292,003 | 285,708 | -6,295 | 30,639,875 | 31,507,878 | 2.60% | +868,003 |
| Lakeland Financial Corp.(LKFN) | 482,244 | 478,164 | -4,080 | 27,516,843 | 27,437,050 | 2.26% | -79,793 |
| Limbach Holdings Inc.(LMB) | 318,238 | 313,938 | -4,300 | 24,774,828 | 24,502,861 | 2.02% | -271,967 |
| Dycom Industries Inc.(DY) | 136,848 | 133,883 | -2,965 | 46,240,939 | 45,362,238 | 3.74% | -878,701 |
| UFP Technologies Inc.(UFPT) | 52,120 | 50,855 | -1,265 | 11,572,204 | 9,845,528 | 0.81% | -1,726,676 |
| Interdigital Inc.(IDCC) | 70,319 | 68,144 | -2,175 | 22,388,163 | 20,579,488 | 1.70% | -1,808,675 |
| Korn Ferry(KFY) | 411,262 | 395,972 | -15,290 | 27,151,517 | 24,926,437 | 2.05% | -2,225,080 |
| Crane NXT Co.(CXT) | 371,015 | 362,275 | -8,740 | 17,463,676 | 14,704,742 | 1.21% | -2,758,934 |
| Comfort Systems USA Inc.(FIX) | 14,601 | 7,661 | -6,940 | 13,626,967 | 10,564,442 | 0.87% | -3,062,525 |
| Eplus Inc.(PLUS) | 281,430 | 273,070 | -8,360 | 24,681,411 | 20,548,518 | 1.69% | -4,132,893 |
| CBIZ Inc.(CBZ) | 101,585 | 0 | -101,585 | 5,124,963 | 0 | — | -5,124,963 |
| Champion Homes Inc.(SKY) | 484,196 | 475,711 | -8,485 | 40,914,562 | 35,378,627 | 2.92% | -5,535,935 |
| Steven Madden LTD.(SHOO) | 1,057,465 | 1,114,575 | +57,110 | 44,032,843 | 37,806,384 | 3.12% | -6,226,459 |
| Celestica Inc.(CLS) | 44,243 | 24,148 | -20,095 | 13,078,673 | 6,802,009 | 0.56% | -6,276,664 |
| Cavco Industries Inc.(CVCO) | 55,312 | 54,097 | -1,215 | 32,675,011 | 26,198,636 | 2.16% | -6,476,375 |
| Everus Construction Group Inc.(ECG) | 78,744 | 0 | -78,744 | 6,737,337 | 0 | — | -6,737,337 |
| Rev Group Inc | 185,660 | 0 | -185,660 | 11,289,985 | 0 | — | -11,289,985 |
| Tower Semiconductor LTD.(TSEM) | 457,288 | 239,387 | -217,901 | 53,694,757 | 42,007,631 | 3.46% | -11,687,126 |
| LegalZoom.Com Inc.(LZ) | 1,597,435 | 0 | -1,597,435 | 15,862,530 | 0 | — | -15,862,530 |
| ICF International Inc.(ICFI) | 481,086 | 348,426 | -132,660 | 41,036,636 | 22,748,734 | 1.87% | -18,287,902 |
| Exlservice Holdings Inc.(EXLS) | 994,683 | 300,198 | -694,485 | 42,214,347 | 9,141,029 | 0.75% | -33,073,318 |
| Huron Consulting Group Inc.(HURN) | 284,856 | 83,941 | -200,915 | 49,254,451 | 10,701,638 | 0.88% | -38,552,813 |