Neumeier Poma Investment Counsel LLC 13F 持仓 · 2026年Q2
Neumeier Poma Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 42 只证券，申报市值合计 14.61 亿美元。前几大持仓：DY（4.18%）、HASI（4.17%）、SIMO（4.03%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DY | Dycom Industries Inc. | $61.0M | 4.18% | 120,636 | 减持 |
| 2 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $60.9M | 4.17% | 1.6M | 增持 |
| 3 | SIMO | Silicon Motion Technology Corp. | $58.8M | 4.03% | 176,408 | 减持 |
| 4 | UMBF | UMB Financial Corp. | $58.6M | 4.02% | 410,797 | 增持 |
| 5 | FSS | Federal Signal Corp. | $51.9M | 3.55% | 404,008 | 增持 |
| 6 | SKY | Champion Homes Inc. | $51.4M | 3.52% | 583,826 | 增持 |
| 7 | BLBD | Blue Bird Corp. | $51.1M | 3.50% | 647,540 | 增持 |
| 8 | MYRG | MYR Group Inc. | $50.0M | 3.42% | 99,937 | 减持 |
| 9 | SHOO | Steven Madden LTD. | $49.9M | 3.42% | 1.2M | 增持 |
| 10 | OSIS | OSI Systems Inc. | $48.7M | 3.33% | 222,515 | 增持 |
| 11 | TTMI | TTM Technologies Inc. | $45.7M | 3.13% | 244,265 | 减持 |
| 12 | GOLF | Acushnet Holdings Corp. | $45.3M | 3.10% | 382,099 | 增持 |
| 13 | FCN | FTI Consulting | $44.7M | 3.06% | 299,975 | 增持 |
| 14 | CVSA | Covista Inc. | $44.0M | 3.01% | 353,047 | 增持 |
| 15 | TTEK | Tetra Tech Inc. | $43.8M | 3.00% | 1.5M | 增持 |
| 16 | OSW | Onespaworld Holdings Limited | $43.5M | 2.98% | 1.5M | 增持 |
| 17 | CVCO | Cavco Industries Inc. | $42.8M | 2.93% | 69,707 | 增持 |
| 18 | IDCC | Interdigital Inc. | $42.4M | 2.90% | 149,579 | 增持 |
| 19 | WLDN | Willdan Group Inc. | $41.9M | 2.87% | 530,210 | 增持 |
| 20 | WLY | Wiley John & Sons Inc. | $42.0M | 2.87% | 865,460 | 增持 |
| 21 | FN | Fabrinet | $37.5M | 2.57% | 66,678 | 减持 |
| 22 | TSEM | Tower Semiconductor LTD. | $36.8M | 2.52% | 141,215 | 减持 |
| 23 | MGRC | McGrath RentCorp | $35.7M | 2.45% | 295,108 | 增持 |
| 24 | CGAU | Centerra Gold Inc. | $32.5M | 2.23% | 2.1M | 增持 |
| 25 | MOD | Modine Manufacturing Co. | $31.9M | 2.18% | 119,400 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR