NEUMEIER POMA INVESTMENT COUNSEL LLC

Q1 2026 13F-HR Holdings

Location
Carmel, CA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$1,213,285
Net value change ($000)
+3,313 (0.3%)
New positions
2
Sold out positions
4
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FCN 40,925 1075.0%
WLDN 16,511 NEW
LAUR 15,369 55.8%
BLBD 13,124 58.6%
CASH 13,033 69.5%
HASI 12,516 28.6%
FN 10,077 25.2%
MOD 8,523 52.3%
FSS 7,679 31.7%
UMBF 6,822 17.6%
Top Reduces (Value $000, Stocks/ETFs)
HURN -38,552 -78.3%
EXLS -33,073 -78.3%
ICFI -18,288 -44.6%
LZ -15,863 -100.0%
TSEM -11,687 -21.8%
REVG -11,290 -100.0%
ECG -6,737 -100.0%
CVCO -6,476 -19.8%
CLS -6,277 -48.0%
SHOO -6,227 -14.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type