NEUMEIER POMA INVESTMENT COUNSEL LLC
CARMEL CA · SEC CIK 0001044936
$12.13亿2026Q1 申报市值
41持仓数
39.4%前十大占比 · 第一大 4.6%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FCN 加仓+$4,079.23万
WLDN 新建仓+$1,651.09万
LAUR 加仓+$1,441.17万
BLBD 加仓+$846.20万
CASH 加仓+$821.81万
2026Q1 卖出最多 按季末市值估算
TSEM 减仓-$3,823.73万
HURN 减仓-$2,561.47万
EXLS 减仓-$2,114.71万
LZ 清仓-$1,586.25万
TTMI 减仓-$1,344.79万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LZ | LegalZoom.Com Inc. | $0 | 0.00% | 0 | -1,597,435 | -100.0% | -$1,586.25万 | 清仓 |
| — | Rev Group Inc | $0 | 0.00% | 0 | -185,660 | -100.0% | -$1,129.00万 | 清仓 |
| ECG | Everus Construction Group Inc. | $0 | 0.00% | 0 | -78,744 | -100.0% | -$673.73万 | 清仓 |
| CBZ | CBIZ Inc. | $0 | 0.00% | 0 | -101,585 | -100.0% | -$512.50万 | 清仓 |
| CGAU | Centerra Gold Inc. | $483.61万 | 0.40% | 271,843 | 271,843 | — | $483.61万 | 新建仓 |
| CLS | Celestica Inc. | $680.20万 | 0.56% | 24,148 | -20,095 | -45.4% | -$566.04万 | 减仓 |
| EXLS | Exlservice Holdings Inc. | $914.10万 | 0.75% | 300,198 | -694,485 | -69.8% | -$2,114.71万 | 减仓 |
| UFPT | UFP Technologies Inc. | $984.55万 | 0.81% | 50,855 | -1,265 | -2.4% | -$24.49万 | 减仓 |
| FIX | Comfort Systems USA Inc. | $1,056.44万 | 0.87% | 7,661 | -6,940 | -47.5% | -$957.02万 | 减仓 |
| HURN | Huron Consulting Group Inc. | $1,070.16万 | 0.88% | 83,941 | -200,915 | -70.5% | -$2,561.47万 | 减仓 |
| CXT | Crane NXT Co. | $1,470.47万 | 1.21% | 362,275 | -8,740 | -2.4% | -$35.48万 | 减仓 |
| WLY | Wiley John & Sons Inc. | $1,564.25万 | 1.29% | 410,565 | 16,850 | 4.3% | $64.20万 | 加仓 |
| PRMB | Primo Brands Corp. | $1,592.88万 | 1.31% | 845,925 | -22,160 | -2.6% | -$41.73万 | 减仓 |
| WLDN | Willdan Group Inc. | $1,651.09万 | 1.36% | 215,660 | 215,660 | — | $1,651.09万 | 新建仓 |
| GLD | SPDR Gold Trust | $1,858.21万 | 1.53% | 43,185 | 0 | 0.0% | — | 不变 |
| ALG | Alamo Group Inc. | $2,037.56万 | 1.68% | 123,511 | 30,445 | 32.7% | $502.25万 | 加仓 |
| PLUS | Eplus Inc. | $2,054.85万 | 1.69% | 273,070 | -8,360 | -3.0% | -$62.91万 | 减仓 |
| IDCC | Interdigital Inc. | $2,057.95万 | 1.70% | 68,144 | -2,175 | -3.1% | -$65.69万 | 减仓 |
| ICFI | ICF International Inc. | $2,274.87万 | 1.87% | 348,426 | -132,660 | -27.6% | -$866.14万 | 减仓 |
| LMB | Limbach Holdings Inc. | $2,450.29万 | 2.02% | 313,938 | -4,300 | -1.4% | -$33.56万 | 减仓 |
| MOD | Modine Manufacturing Co. | $2,481.76万 | 2.05% | 114,520 | -7,532 | -6.2% | -$163.23万 | 减仓 |
| KFY | Korn Ferry | $2,492.64万 | 2.05% | 395,972 | -15,290 | -3.7% | -$96.25万 | 减仓 |
| CVCO | Cavco Industries Inc. | $2,619.86万 | 2.16% | 54,097 | -1,215 | -2.2% | -$58.84万 | 减仓 |
| LKFN | Lakeland Financial Corp. | $2,743.70万 | 2.26% | 478,164 | -4,080 | -0.8% | -$23.41万 | 减仓 |
| OSW | Onespaworld Holdings Limited | $3,034.04万 | 2.50% | 1,322,022 | -25,720 | -1.9% | -$59.03万 | 减仓 |
| MGRC | McGrath RentCorp | $3,150.79万 | 2.60% | 285,708 | -6,295 | -2.2% | -$69.42万 | 减仓 |
| CASH | Pathward Financial Inc. | $3,178.37万 | 2.62% | 356,200 | 92,100 | 34.9% | $821.81万 | 加仓 |
| FSS | Federal Signal Corp. | $3,188.68万 | 2.63% | 294,866 | 71,935 | 32.3% | $777.91万 | 加仓 |
| GOLF | Acushnet Holdings Corp. | $3,470.53万 | 2.86% | 371,259 | -13,165 | -3.4% | -$123.07万 | 减仓 |
| SKY | Champion Homes Inc. | $3,537.86万 | 2.92% | 475,711 | -8,485 | -1.8% | -$63.10万 | 减仓 |
| BLBD | Blue Bird Corp. | $3,550.48万 | 2.93% | 625,195 | 149,005 | 31.3% | $846.20万 | 加仓 |
| SHOO | Steven Madden LTD. | $3,780.64万 | 3.12% | 1,114,575 | 57,110 | 5.4% | $193.72万 | 加仓 |
| TTEK | Tetra Tech Inc. | $3,927.39万 | 3.24% | 1,303,913 | 177,310 | 15.7% | $534.06万 | 加仓 |
| CVSA | Covista Inc. | $3,942.55万 | 3.25% | 342,087 | 8,495 | 2.5% | $97.90万 | 加仓 |
| TSEM | Tower Semiconductor LTD. | $4,200.76万 | 3.46% | 239,387 | -217,901 | -47.7% | -$3,823.73万 | 减仓 |
| LAUR | Laureate Education Inc. | $4,292.27万 | 3.54% | 1,231,995 | 413,655 | 50.5% | $1,441.17万 | 加仓 |
| FCN | FTI Consulting | $4,473.16万 | 3.69% | 253,050 | 230,765 | 1,035.5% | $4,079.23万 | 加仓 |
| DY | Dycom Industries Inc. | $4,536.22万 | 3.74% | 133,883 | -2,965 | -2.2% | -$100.46万 | 减仓 |
| UMBF | UMB Financial Corp. | $4,555.67万 | 3.75% | 403,907 | 67,195 | 20.0% | $757.89万 | 加仓 |
| MYRG | MYR Group Inc. | $4,581.88万 | 3.78% | 162,294 | -39,245 | -19.5% | -$1,107.96万 | 减仓 |
| SIMO | Silicon Motion Technology Corp. | $4,808.12万 | 3.96% | 428,188 | -53,630 | -11.1% | -$602.21万 | 减仓 |
| TTMI | TTM Technologies Inc. | $4,868.56万 | 4.01% | 499,750 | -138,040 | -21.6% | -$1,344.79万 | 减仓 |
| FN | Fabrinet | $4,999.19万 | 4.12% | 95,858 | 8,187 | 9.3% | $426.97万 | 加仓 |
| OSIS | OSI Systems Inc. | $5,082.66万 | 4.19% | 191,430 | -4,365 | -2.2% | -$115.90万 | 减仓 |
| HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $5,629.16万 | 4.64% | 1,531,744 | 138,945 | 10.0% | $510.62万 | 加仓 |