account_balance
Investment manager · 13F filer · SEC CIK 1044936
Neumeier Poma Investment Counsel LLC
Reported value$1.21Bas of Sep 30, 2026
Positions40 1 new, 3 sold out
Top 10 weight39.2%HASI alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
HASIHannon Armstrong Sustainable Infrastructure Capital Inc.
4.5%Trimmed −2%
TTEKTetra Tech Inc.
4.2%
SHOOSteven Madden LTD.
4.1%Trimmed −6%
UMBFUMB Financial Corp.
4.0%Trimmed −9%
IDCCInterdigital Inc.
4.0%
SKYChampion Homes Inc.
3.9%Trimmed −6%
OSISOSI Systems Inc.
3.6%
WLYWiley John & Sons Inc.
3.6%Added +4%
LAURLaureate Education Inc.
3.6%Added +113%
CGAUCenterra Gold Inc.
3.5%Trimmed −5%
FSSFederal Signal Corp.
3.4%Trimmed −8%
OSWOnespaworld Holdings Limited
3.2%Added +13%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc. 4.5% Trimmed −2%TTEK Tetra Tech Inc. 4.2% HeldSHOO Steven Madden LTD. 4.1% Trimmed −6%UMBF UMB Financial Corp. 4.0% Trimmed −9%IDCC Interdigital Inc. 4.0% HeldSKY Champion Homes Inc. 3.9% Trimmed −6%OSIS OSI Systems Inc. 3.6% HeldWLY Wiley John & Sons Inc. 3.6% Added +4%LAUR Laureate Education Inc. 3.6% Added +113%CGAU Centerra Gold Inc. 3.5% Trimmed −5%FSS Federal Signal Corp. 3.4% Trimmed −8%OSW Onespaworld Holdings Limited 3.2% Added +13%
What changed