Neumeier Poma Investment Counsel LLC holds a diversified book of 42 stocks worth $1.5B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Solv Energy Inc-CL A and trimmed Dycom Industries Inc. Their largest long position is Dycom Industries Inc at 4% of the equity book. Cloning the disclosed picks since 2024 would be +43% (+22.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +54.5%, a 11.1-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Neumeier Poma Investment Counsel LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Neumeier Poma Investment Counsel LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 58 / 42 | $35.4B |
| BANK OF AMERICA CORP /DE/ | 58 / 42 | $17.6B |
| MORGAN STANLEY | 58 / 42 | $16.2B |
| GOLDMAN SACHS GROUP INC | 58 / 42 | $8.6B |
| UBS Group AG | 58 / 42 | $6.3B |
| WELLS FARGO & COMPANY/MN | 58 / 42 | $4.7B |
| ROYAL BANK OF CANADA | 58 / 42 | $3.6B |
| AMERIPRISE FINANCIAL INC | 58 / 42 | $2.8B |
Ranked by how many of Neumeier Poma Investment Counsel LLC's top 42 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dycom Industries Inc. COM | $61.0M | 120.6K | 4.2% | ▼−9.9% Reduced · −13K sh | |
| 2 | Hannon Armstrong Sustainable Infrastructure Capital Inc. COM | $60.9M | 1.56M | 4.2% | ▲+1.8% Added · +27K sh | |
| 3 | Silicon Motion Technology Corp. SPONSORED ADR | $58.8M | 176.4K | 4.0% | ▼−59% Reduced · −252K sh | |
| 4 | UMB Financial Corp. COM | $58.6M | 410.8K | 4.0% | ▲+1.7% Added · +7K sh | |
| 5 | Federal Signal Corp. COM | $51.9M | 404.0K | 3.6% | ▲+37% Added · +109K sh | |
| 6 | Champion Homes Inc. COM | $51.4M | 583.8K | 3.5% | ▲+23% Added · +108K sh | |
| 7 | Blue Bird Corp. COM | $51.1M | 647.5K | 3.5% | ▲+3.6% Added · +22K sh | |
| 8 | MYR Group Inc. COM | $50.0M | 99.9K | 3.4% | ▼−38% Reduced · −62K sh | |
| 9 | Steven Madden LTD. COM | $49.9M | 1.19M | 3.4% | ▲+6.3% Added · +70K sh | |
| 10 | OSI Systems Inc. COM | $48.7M | 222.5K | 3.3% | ▲+16% Added · +31K sh | |
| 11 | TTM Technologies Inc. COM | $45.7M | 244.3K | 3.1% | ▼−51% Reduced · −255K sh | |
| 12 | Acushnet Holdings Corp. COM | $45.3M | 382.1K | 3.1% | ▲+2.9% Added · +11K sh | |
| 13 | FTI Consulting COM | $44.7M | 300.0K | 3.1% | ▲+19% Added · +47K sh | |
| 14 | Covista Inc. COM | $44.0M | 353.0K | 3.0% | ▲+3.2% Added · +11K sh | |
| 15 | Tetra Tech Inc. COM | $43.8M | 1.51M | 3.0% | ▲+16% Added · +210K sh | |
| 16 | Onespaworld Holdings Limited COM | $43.5M | 1.54M | 3.0% | ▲+16% Added · +217K sh | |
| 17 | Cavco Industries Inc. COM | $42.8M | 69.7K | 2.9% | ▲+29% Added · +16K sh | |
| 18 | Interdigital Inc. COM | $42.4M | 149.6K | 2.9% | ▲+120% Added · +81K sh | |
| 19 | Wiley John & Sons Inc. CL A | $42.0M | 865.5K | 2.9% | ▲+111% Added · +455K sh | |
| 20 | Willdan Group Inc. COM | $41.9M | 530.2K | 2.9% | ▲+146% Added · +315K sh | |
| 21 | Fabrinet SHS | $37.5M | 66.7K | 2.6% | ▼−30% Reduced · −29K sh | |
| 22 | Tower Semiconductor LTD. SHS | $36.8M | 141.2K | 2.5% | ▼−41% Reduced · −98K sh | |
| 23 | McGrath RentCorp COM | $35.7M | 295.1K | 2.4% | ▲+3.3% Added · +9K sh | |
| 24 | Centerra Gold Inc. COM | $32.5M | 2.05M | 2.2% | ▲+654% Added · +1.8M sh | |
| 25 | Modine Manufacturing Co. COM | $31.9M | 119.4K | 2.2% | ▲+4.3% Added · +5K sh | |
| 26 | Lakeland Financial Corp. COM | $30.7M | 497.4K | 2.1% | ▲+4.0% Added · +19K sh | |
| 27 | Pathward Financial Inc. COM | $30.6M | 351.9K | 2.1% | ▼−1.2% Reduced · −4K sh | |
| 28 | Korn Ferry COM | $26.7M | 401.4K | 1.8% | ▲+1.4% Added · +5K sh | |
| 29 | Limbach Holdings Inc. COM | $24.9M | 324.0K | 1.7% | ▲+3.2% Added · +10K sh | |
| 30 | Eplus Inc. COM | $22.9M | 275.0K | 1.6% | ▲+0.7% Added · +2K sh | |
| 31 | UFP Technologies Inc. COM | $22.4M | 84.6K | 1.5% | ▲+66% Added · +34K sh | |
| 32 | Primo Brands Corp. COM | $21.4M | 875.8K | 1.5% | ▲+3.5% Added · +30K sh | |
| 33 | ICF International Inc. COM | $19.5M | 268.0K | 1.3% | ▼−23% Reduced · −80K sh | |
| 34 | Crane NXT Co. COM | $19.2M | 375.5K | 1.3% | ▲+3.7% Added · +13K sh | |
| 35 | Laureate Education Inc. COM | $19.1M | 527.0K | 1.3% | ▼−57% Reduced · −705K sh | |
| 36 | Solv Energy Inc. COM | $18.3M | 538.0K | 1.3% | ▲New New position | |
| 37 | Comfort Systems USA Inc. COM | $14.6M | 7.4K | 1.0% | ▼−4.0% Reduced · −305 sh | |
| 38 | SPDR Gold Trust ETF | $13.6M | 36.8K | 0.9% | ▼−15% Reduced · −6K sh | |
| 39 | Alamo Group Inc. COM | $13.4M | 81.5K | 0.9% | ▼−34% Reduced · −42K sh | |
| 40 | Exlservice Holdings Inc. COM | $8.0M | 309.8K | 0.5% | ▲+3.2% Added · +10K sh | |
| 41 | iShares Russell 2000 ETF ETF | $1.5M | 5.0K | 0.1% | ▲New New position | |
| 42 | Celestica Inc. COM | $907K | 2.5K | 0.1% | ▼−90% Reduced · −22K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1044936/holdings"
Use Arkolith to show NEUMEIER POMA INVESTMENT COUNSEL LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 42 | $1.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 41 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 43 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 41 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 41 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 46 | $929.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43 | $1.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 43 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.