NEUMEIER POMA INVESTMENT COUNSEL LLC

Q2 2026 13F-HR Holdings

Location
Carmel, CA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$1,460,653
Net value change ($000)
+247,368 (20.4%)
New positions
2
Sold out positions
1
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CGAU 27,688 572.5%
WLY 26,340 168.4%
WLDN 25,429 154.0%
IDCC 21,771 105.8%
FSS 20,024 62.8%
MWH 18,320 NEW
CVCO 16,628 63.5%
SKY 16,068 45.4%
DY 15,630 34.5%
BLBD 15,625 44.0%
Top Reduces (Value $000, Stocks/ETFs)
LAUR -23,781 -55.4%
FN -12,514 -25.0%
HURN -10,702 -100.0%
ALG -6,972 -34.2%
CLS -5,895 -86.7%
TSEM -5,202 -12.4%
GLD -5,013 -27.0%
ICFI -3,219 -14.2%
TTMI -3,004 -6.2%
OSIS -2,163 -4.3%
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