Neumeier Poma Investment Counsel LLC
Annual return '25
+6.6%
SPY '25
+17.7%
Alpha
-11.1ptsvs SPY
Invested
$1.2B
Holdings
41
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HASI
Hannon Armstrong Sustainable Infrastructure Capital Inc.
Q1 2026: Exited (was 1.39M shares)
4.6%
02
$OSIS
OSI Systems Inc.
Q1 2026: Exited (was 195.8k shares)
4.2%
03
$FN
Fabrinet
Q1 2026: Exited (was 87.7k shares)
4.1%
04
$TTMI
TTM Technologies Inc.
Q1 2026: Exited (was 637.8k shares)
4.0%
05
$SIMO
Silicon Motion Technology Corp.
Q1 2026: Exited (was 481.8k shares)
4.0%
06
$MYRG
MYR Group Inc.
Q1 2026: Exited (was 201.5k shares)
3.8%
07
$UMBF
UMB Financial Corp.
Q1 2026: Exited (was 336.7k shares)
3.8%
08
$DY
Dycom Industries Inc.
Q1 2026: Exited (was 136.8k shares)
3.7%
09
$FCN
FTI Consulting
Q1 2026: Exited (was 22.3k shares)
3.7%
10
$LAUR
Laureate Education Inc.
Q1 2026: Exited (was 818.3k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.