NEUMEIER POMA INVESTMENT COUNSEL LLC

CIK 0001044936 · Q1 2026

13F Equity AUM

$1.2B

+0.3% QoQ

Positions

-2 QoQ

AUM Rank

#2,488

Top 20%

Skill Alpha (FF)

+0.2%/yr^ns

No Clear Edge

Rank #2,174 · Top 26%

vs S&P -1.7%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 20.9%Top 10: 39.4%Top 20: 69.0%

HASI4.6%

OSIS4.2%

FN4.1%

TTMI4.0%

SIMO4.0%

MYRG3.8%

UMBF3.8%

DY3.7%

FCN3.7%

LAUR3.5%

Others (31)60.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials31.6%

Technology24.4%

Consumer Cyclical21.8%

Financial Services15.2%

Consumer Defensive4.8%

Other2.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 41Median: 2.50%Avg: 2.44%

0–0.5%

1(0.4%)

0.5–1%

5(3.9%)

1–3%

21(43.2%)

3–5%

14(52.5%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 41Unique: 0vs 20 funds

0.6%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.8%

BANK OF AMERICA CORP /DE/

0.9%

BlackRock, Inc.

GEODE CAPITAL MANAGEMENT, LLC

1.2%

JPMORGAN CHASE & CO

0.8%

VANGUARD CAPITAL MANAGEMENT LLC

1.2%

STATE STREET CORP

1.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.3%

FMR LLC

1.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased13Decreased25Exited4

New Positions

J2A1.4%

+216K

CG0.4%

+272K

Increased

LAUR3.5%

+414K(+51%)

FCN3.7%

+231K(+1036%)

TTEK3.2%

+177K(+16%)

BLBD2.9%

+149K(+31%)

HASI4.6%

+139K(+10%)

CASH2.6%

+92K(+35%)

FSS2.6%

+72K(+32%)

UMBF3.8%

+67K(+20%)

SHOO3.1%

+57K(+5%)

ALG1.7%

+30K(+33%)

Decreased

EXLS0.8%

-694,485(-70%)

TSEM3.5%

-217,901(-48%)

HURN0.9%

-200,915(-71%)

TTMI4.0%

-138,040(-22%)

ICFI1.9%

-132,660(-28%)

SIMO4.0%

-53,630(-11%)

MYRG3.8%

-39,245(-19%)

OSW2.5%

-25,720(-2%)

PRMB1.3%

-22,160(-3%)

CLS0.6%

-20,095(-45%)

Exited

-1,597,435

1RG

-185,660

ECG

-78,744

CBZ

-101,585

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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