NEUMEIER POMA INVESTMENT COUNSEL LLC

CARMEL, CA · CIK 1044936 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 1985 · limited liability company

Assets managed$1.4bn
Staff11 · 6 in investment roles
Main clients (by assets)Charities 36%, State and local governments 35%, Pension plans 12%
Private funds1 · $66.3m gross assets
Websitenpsmallvalue.com
Form ADV · 2026-05-20SEC adviser record

Kindinstitutions
Others nearbyCarmel, CA

As an employer

Offices in1 country
Private fundsother private 1

$1.5bn reported value +20.4% vs Q1 2026

42positions

37.1%in top 10

2 new 27 added 13 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DYCOM INDS INC COM DY	DY	120,636	$61.0m4.18%	4.18%	Reduced -13.2k	-13,247 -9.9%
2	HA SUSTAINABLE INFRA CAP INC COM HASI	HASI	1,558,663	$60.9m4.17%	4.17%	Added +26.9k	+26,919 1.8%
3	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	176,408	$58.8m4.03%	4.03%	Reduced -251.8k	-251,780 -58.8%
4	UMB FINL CORP COM UMBF	UMBF	410,797	$58.6m4.02%	4.02%	Added +6.9k	+6,890 1.7%
5	FEDERAL SIGNAL CORP COM FSS	FSS	404,008	$51.9m3.55%	3.55%	Added +109.1k	+109,142 37.0%
6	CHAMPION HOMES INC COM SKY	SKY	583,826	$51.4m3.52%	3.52%	Added +108.1k	+108,115 22.7%
7	BLUE BIRD CORP COM BLBD	BLBD	647,540	$51.1m3.50%	3.50%	Added +22.3k	+22,345 3.6%
8	MYR GROUP INC DEL COM MYRG	MYRG	99,937	$50.0m3.42%	3.42%	Reduced -62.4k	-62,357 -38.4%
9	MADDEN STEVEN LTD COM SHOO	SHOO	1,185,049	$49.9m3.42%	3.42%	Added +70.5k	+70,474 6.3%
10	OSI SYSTEMS INC COM OSIS	OSIS	222,515	$48.7m3.33%	3.33%	Added +31.1k	+31,085 16.2%
11	TTM TECHNOLOGIES INC COM TTMI	TTMI	244,265	$45.7m3.13%	3.13%	Reduced -255.5k	-255,485 -51.1%
12	ACUSHNET HLDGS CORP COM GOLF	GOLF	382,099	$45.3m3.10%	3.10%	Added +10.8k	+10,840 2.9%
13	FTI CONSULTING INC COM FCN	FCN	299,975	$44.7m3.06%	3.06%	Added +46.9k	+46,925 18.5%
14	ADTALEM GLOBAL ED INC COM CVSA	CVSA	353,047	$44.0m3.01%	3.01%	Added +11.0k	+10,960 3.2%
15	TETRA TECH INC NEW COM TTEK	TTEK	1,514,378	$43.8m3.00%	3.00%	Added +210.5k	+210,465 16.1%
16	ONESPAWORLD HOLDINGS LIMITED COM OSW	OSW	1,539,032	$43.5m2.98%	2.98%	Added +217.0k	+217,010 16.4%
17	CAVCO INDS INC DEL COM CVCO	CVCO	69,707	$42.8m2.93%	2.93%	Added +15.6k	+15,610 28.9%
18	INTERDIGITAL INC COM IDCC	IDCC	149,579	$42.4m2.90%	2.90%	Added +81.4k	+81,435 119.5%
19	WILEY JOHN & SONS INC CL A WLY	WLY	865,460	$42.0m2.87%	2.87%	Added +454.9k	+454,895 110.8%
20	WILLDAN GROUP INC COM WLDN	WLDN	530,210	$41.9m2.87%	2.87%	Added +314.6k	+314,550 145.8%
21	FABRINET SHS FN	FN	66,678	$37.5m2.57%	2.57%	Reduced -29.2k	-29,180 -30.4%
22	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	141,215	$36.8m2.52%	2.52%	Reduced -98.2k	-98,172 -41.0%
23	MCGRATH RENTCORP COM MGRC	MGRC	295,108	$35.7m2.45%	2.45%	Added +9.4k	+9,400 3.3%
24	CENTERRA GOLD INC COM CGAU	CGAU	2,050,698	$32.5m2.23%	2.23%	Added +1.8m	+1,778,855 654.4%
25	MODINE MFG CO COM MOD	MOD	119,400	$31.9m2.18%	2.18%	Added +4.9k	+4,880 4.3%
26	LAKELAND FINL CORP COM LKFN	LKFN	497,399	$30.7m2.10%	2.10%	Added +19.2k	+19,235 4.0%
27	PATHWARD FINANCIAL INC COM CASH	CASH	351,870	$30.6m2.10%	2.10%	Reduced -4.3k	-4,330 -1.2%
28	KORN FERRY COM NEW KFY	KFY	401,362	$26.7m1.83%	1.83%	Added +5.4k	+5,390 1.4%
29	LIMBACH HLDGS INC COM LMB	LMB	323,953	$24.9m1.71%	1.71%	Added +10.0k	+10,015 3.2%
30	EPLUS INC COM PLUS	PLUS	275,000	$22.9m1.57%	1.57%	Added +1.9k	+1,930 0.7%
31	UFP TECHNOLOGIES INC COM UFPT	UFPT	84,575	$22.4m1.54%	1.54%	Added +33.7k	+33,720 66.3%
32	PRIMO BRANDS CORPORATION CLASS A COM SHS PRMB	PRMB	875,785	$21.4m1.47%	1.47%	Added +29.9k	+29,860 3.5%
33	ICF INTL INC COM ICFI	ICFI	268,045	$19.5m1.34%	1.34%	Reduced -80.4k	-80,381 -23.1%
34	CRANE NXT CO COM CXT	CXT	375,545	$19.2m1.32%	1.32%	Added +13.3k	+13,270 3.7%
35	LAUREATE EDUCATION INC COMMON STOCK LAUR	LAUR	527,050	$19.1m1.31%	1.31%	Reduced -704.9k	-704,945 -57.2%
36	SOLV ENERGY INC COM SHS CL A MWH	MWH	538,040	$18.3m1.25%	1.25%	New
37	COMFORT SYS USA INC COM FIX	FIX	7,356	$14.6m1.00%	1.00%	Reduced -305	-305 -4.0%
38	SPDR GOLD TR GOLD SHS GLD	GLD	36,833	$13.6m0.93%	0.93%	Reduced -6.4k	-6,352 -14.7%
39	ALAMO GROUP INC COM ALG	ALG	81,490	$13.4m0.92%	0.92%	Reduced -42.0k	-42,021 -34.0%
40	EXLSERVICE HOLDINGS INC COM EXLS	EXLS	309,798	$8.0m0.55%	0.55%	Added +9.6k	+9,600 3.2%
41	ISHARES TR RUSSELL 2000 ETF IWM	IWM	5,000	$1.5m0.10%	0.10%	New
42	CELESTICA INC COM CLS	CLS	2,486	$906.9k0.06%	0.06%	Reduced -21.7k	-21,662 -89.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HURON CONSULTING GROUP INC HURN	HURN	83,941	$10.7m83.9k shares