Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel reported 42 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are DY (4.2%), HASI (4.2%) and SIMO (4.0%). Compared with Q1 2026, the fund opened new positions in MWH and IWM, added to HASI, UMBF and FSS, trimmed DY, SIMO and MYRG and sold out of HURN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DY Dycom Inds Inc | $61M | 4.2% | 121K | −13K (−10%) | 8 of 8 | |
| 2 |  HASI HA Sustainable Infra Cap Inc | $60.9M | 4.2% | 1.6M | +27K (+2%) | 8 of 8 | |
| 3 |  SIMO Silicon Motion Technology Co | $58.8M | 4.0% | 176K | −252K (−59%) | 8 of 8 | |
| 4 |  UMBF Umb Finl Corp | $58.6M | 4.0% | 411K | +6,890 (+2%) | 8 of 8 | |
| 5 |  FSS Federal Signal Corp | $51.9M | 3.5% | 404K | +109K (+37%) | 8 of 8 | |
| 6 |  SKY Champion Homes Inc | $51.4M | 3.5% | 584K | +108K (+23%) | 8 of 8 | |
| 7 |  BLBD Blue Bird Corp | $51.1M | 3.5% | 648K | +22K (+4%) | 8 of 8 | |
| 8 |  MYRG Myr Group Inc Del | $50M | 3.4% | 100K | −62K (−38%) | 8 of 8 | |
| 9 |  SHOO Madden Steven Ltd | $49.9M | 3.4% | 1.2M | +70K (+6%) | 8 of 8 | |
| 10 |  OSIS Osi Systems Inc | $48.7M | 3.3% | 223K | +31K (+16%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HURN Huron Consulting Group Inc | $10.7M | 84K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Neumeier Poma Investment Counsel 13F FAQ
What does Neumeier Poma Investment Counsel own?
Neumeier Poma Investment Counsel reported 42 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are DY (4.2%), HASI (4.2%) and SIMO (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Neumeier Poma Investment Counsel buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 27 added to, 13 trimmed and 1 sold out. New positions include MWH and IWM. It sold all of HURN.
When will Neumeier Poma Investment Counsel file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Neumeier Poma Investment Counsel's portfolio worth?
The Q2 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.