1y return+53.4%S&P 500 +20.9%
3y return+103.3%S&P 500 +68.5%
5y return+96.7%S&P 500 +74.5%
10y return+298.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $399 against $357 in the S&P 500.2
Neumeier Poma Investment Counsel LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DYDycom Industries Inc. | $61.0M | 4.2% | −9.9% |
| HASIHannon Armstrong Sustainable Infrastructure Capital Inc. | $60.9M | 4.2% | +1.8% |
| SIMOSilicon Motion Technology Corp. | $58.8M | 4.0% | −58.8% |
| UMBFUMB Financial Corp. | $58.6M | 4.0% | +1.7% |
| FSSFederal Signal Corp. | $51.9M | 3.6% | +37.0% |
| SKYChampion Homes Inc. | $51.4M | 3.5% | +22.7% |
| BLBDBlue Bird Corp. | $51.1M | 3.5% | +3.6% |
| MYRGMYR Group Inc. | $50.0M | 3.4% | −38.4% |
| SHOOSteven Madden LTD. | $49.9M | 3.4% | +6.3% |
| OSISOSI Systems Inc. | $48.7M | 3.3% | +16.2% |
| TTMITTM Technologies Inc. | $45.7M | 3.1% | −51.1% |
| GOLFAcushnet Holdings Corp. | $45.3M | 3.1% | +2.9% |
| FCNFTI Consulting | $44.7M | 3.1% | +18.5% |
| CVSACovista Inc. | $44.0M | 3.0% | +3.2% |
| TTEKTetra Tech Inc. | $43.8M | 3.0% | +16.1% |
| Onespaworld Holdings LimitedCUSIP P73684113 | $43.5M | 3.0% | +16.4% |
| CVCOCavco Industries Inc. | $42.8M | 2.9% | +28.9% |
| IDCCInterdigital Inc. | $42.4M | 2.9% | +119.5% |
| WLYWiley John & Sons Inc. | $42.0M | 2.9% | +110.8% |
| WLDNWilldan Group Inc. | $41.9M | 2.9% | +145.9% |
| FabrinetCUSIP G3323L100 | $37.5M | 2.6% | −30.4% |
| Tower Semiconductor LTD.CUSIP M87915274 | $36.8M | 2.5% | −41.0% |
| MGRCMcGrath RentCorp | $35.7M | 2.4% | +3.3% |
| CGAUCenterra Gold Inc. | $32.5M | 2.2% | +654.4% |
| MODModine Manufacturing Co. | $31.9M | 2.2% | +4.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| FIXComfort Systems USA Inc. | June 30, 2020 | +4763.8% | $14.6M |
| FabrinetCUSIP G3323L100 | June 30, 2020 | +800.5% | $37.5M |
| MYRGMYR Group Inc. | June 30, 2021 | +450.4% | $50.0M |
| DYDycom Industries Inc. | June 30, 2022 | +443.4% | $61.0M |
| Tower Semiconductor LTD.CUSIP M87915274 | December 31, 2024 | +406.0% | $36.8M |
| IDCCInterdigital Inc. | June 30, 2020 | +399.9% | $42.4M |
| TTMITTM Technologies Inc. | June 30, 2025 | +358.2% | $45.7M |
| MODModine Manufacturing Co. | December 31, 2023 | +347.3% | $31.9M |
| FSSFederal Signal Corp. | June 30, 2020 | +332.2% | $51.9M |
| SIMOSilicon Motion Technology Corp. | June 30, 2024 | +311.6% | $58.8M |
Sold off last quarter
- HURNHuron Consulting Group Inc. was $10.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +25.9% | +14.8% |
| March 31, 2026 | +4.6% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +14.6% | +7.8% |
| June 30, 2025 | +16.5% | +10.5% |
| March 31, 2025 | −8.6% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +11.3% | +10.0% |
| December 31, 2023 | +13.1% | +11.2% |
| September 30, 2023 | −8.3% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +7.4% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −12.4% | −16.5% |
| March 31, 2022 | −10.1% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Neumeier Poma Investment Counsel LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1044936&type=13F-HR&dateb=&owner=include&count=40CIK 1044936
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1044936/000110465926095263/Filed August 13, 2026 · accession 0001104659-26-095263