SEC Form 13F

NEUMEIER POMA INVESTMENT COUNSEL LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$1,460,653,419
Positions42

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Dycom Industries Inc.DYCOM$60,992,355120,636
Hannon Armstrong Sustainable Infrastructure Capital Inc.HASICOM$60,865,7901,558,663
Silicon Motion Technology Corp.SIMOSPONSORED ADR$58,802,079176,408
UMB Financial Corp.UMBFCOM$58,645,380410,797
Federal Signal Corp.FSSCOM$51,910,988404,008
Champion Homes Inc.SKYCOM$51,446,747583,826
Blue Bird Corp.BLBDCOM$51,129,758647,540
MYR Group Inc.MYRGCOM$50,008,47599,937
Steven Madden LTD.SHOOCOM$49,890,5631,185,049
OSI Systems Inc.OSISCOM$48,664,031222,515

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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