NEUMEIER POMA INVESTMENT COUNSEL LLC

Q3 2026 13F-HR Holdings

Location
Carmel, CA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$1,205,973
Net value change ($000)
-254,680 (-17.4%)
New positions
1
Sold out positions
3
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXLS 30,365 379.0%
LAUR 23,741 124.0%
CGAU 10,033 30.8%
AVO 9,030 NEW
TTEK 7,077 16.2%
LKFN 6,274 20.4%
IDCC 6,053 14.3%
ICFI 2,109 10.8%
WLY 1,145 2.7%
UFPT 977 4.4%
Top Reduces (Value $000, Stocks/ETFs)
DY -39,544 -64.8%
FCN -29,372 -65.7%
MYRG -29,285 -58.6%
SIMO -27,286 -46.4%
LMB -24,944 -100.0%
TTMI -24,277 -53.1%
BLBD -20,345 -39.8%
TSEM -16,631 -45.2%
CASH -16,133 -52.7%
GOLF -15,691 -34.6%
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