NEUMEIER POMA INVESTMENT COUNSEL LLC
CARMEL CA · SEC CIK 0001044936
$14.61亿2026Q2 申报市值
42持仓数
37.1%前十大占比 · 第一大 4.2%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CGAU 加仓+$2,821.26万
WLDN 加仓+$2,488.09万
IDCC 加仓+$2,305.67万
WLY 加仓+$2,206.70万
MWH 新建仓+$1,832.03万
2026Q2 卖出最多 按季末市值估算
SIMO 减仓-$8,392.58万
TTMI 减仓-$4,778.08万
MYRG 减仓-$3,120.34万
LAUR 减仓-$2,560.36万
TSEM 减仓-$2,558.76万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DY | Dycom Industries Inc. | $6,099.24万 | 4.18% | 120,636 | -13,247 | -9.9% | -$669.76万 | 减仓 |
| HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $6,086.58万 | 4.17% | 1,558,663 | 26,919 | 1.8% | $105.12万 | 加仓 |
| SIMO | Silicon Motion Technology Corp. | $5,880.21万 | 4.03% | 176,408 | -251,780 | -58.8% | -$8,392.58万 | 减仓 |
| UMBF | UMB Financial Corp. | $5,864.54万 | 4.02% | 410,797 | 6,890 | 1.7% | $98.36万 | 加仓 |
| FSS | Federal Signal Corp. | $5,191.10万 | 3.55% | 404,008 | 109,142 | 37.0% | $1,402.37万 | 加仓 |
| SKY | Champion Homes Inc. | $5,144.67万 | 3.52% | 583,826 | 108,115 | 22.7% | $952.71万 | 加仓 |
| BLBD | Blue Bird Corp. | $5,112.98万 | 3.50% | 647,540 | 22,345 | 3.6% | $176.44万 | 加仓 |
| MYRG | MYR Group Inc. | $5,000.85万 | 3.42% | 99,937 | -62,357 | -38.4% | -$3,120.34万 | 减仓 |
| SHOO | Steven Madden LTD. | $4,989.06万 | 3.42% | 1,185,049 | 70,474 | 6.3% | $296.70万 | 加仓 |
| OSIS | OSI Systems Inc. | $4,866.40万 | 3.33% | 222,515 | 31,085 | 16.2% | $679.83万 | 加仓 |
| TTMI | TTM Technologies Inc. | $4,568.24万 | 3.13% | 244,265 | -255,485 | -51.1% | -$4,778.08万 | 减仓 |
| GOLF | Acushnet Holdings Corp. | $4,529.02万 | 3.10% | 382,099 | 10,840 | 2.9% | $128.49万 | 加仓 |
| FCN | FTI Consulting | $4,469.93万 | 3.06% | 299,975 | 46,925 | 18.5% | $699.23万 | 加仓 |
| CVSA | Covista Inc. | $4,401.08万 | 3.01% | 353,047 | 10,960 | 3.2% | $136.63万 | 加仓 |
| TTEK | Tetra Tech Inc. | $4,375.04万 | 3.00% | 1,514,378 | 210,465 | 16.1% | $608.03万 | 加仓 |
| OSW | Onespaworld Holdings Limited | $4,346.23万 | 2.98% | 1,539,032 | 217,010 | 16.4% | $612.84万 | 加仓 |
| CVCO | Cavco Industries Inc. | $4,282.66万 | 2.93% | 69,707 | 15,610 | 28.9% | $959.05万 | 加仓 |
| IDCC | Interdigital Inc. | $4,235.03万 | 2.90% | 149,579 | 81,435 | 119.5% | $2,305.67万 | 加仓 |
| WLY | Wiley John & Sons Inc. | $4,198.35万 | 2.87% | 865,460 | 454,895 | 110.8% | $2,206.70万 | 加仓 |
| WLDN | Willdan Group Inc. | $4,193.96万 | 2.87% | 530,210 | 314,550 | 145.9% | $2,488.09万 | 加仓 |
| FN | Fabrinet | $3,747.84万 | 2.57% | 66,678 | -29,180 | -30.4% | -$1,640.15万 | 减仓 |
| TSEM | Tower Semiconductor LTD. | $3,680.63万 | 2.52% | 141,215 | -98,172 | -41.0% | -$2,558.76万 | 减仓 |
| MGRC | McGrath RentCorp | $3,571.69万 | 2.45% | 295,108 | 9,400 | 3.3% | $113.77万 | 加仓 |
| CGAU | Centerra Gold Inc. | $3,252.41万 | 2.23% | 2,050,698 | 1,778,855 | 654.4% | $2,821.26万 | 加仓 |
| MOD | Modine Manufacturing Co. | $3,188.22万 | 2.18% | 119,400 | 4,880 | 4.3% | $130.31万 | 加仓 |
| LKFN | Lakeland Financial Corp. | $3,069.95万 | 2.10% | 497,399 | 19,235 | 4.0% | $118.72万 | 加仓 |
| CASH | Pathward Financial Inc. | $3,063.38万 | 2.10% | 351,870 | -4,330 | -1.2% | -$37.70万 | 减仓 |
| KFY | Korn Ferry | $2,672.27万 | 1.83% | 401,362 | 5,390 | 1.4% | $35.89万 | 加仓 |
| LMB | Limbach Holdings Inc. | $2,494.44万 | 1.71% | 323,953 | 10,015 | 3.2% | $77.12万 | 加仓 |
| PLUS | Eplus Inc. | $2,288.82万 | 1.57% | 275,000 | 1,930 | 0.7% | $16.06万 | 加仓 |
| UFPT | UFP Technologies Inc. | $2,242.34万 | 1.54% | 84,575 | 33,720 | 66.3% | $894.02万 | 加仓 |
| PRMB | Primo Brands Corp. | $2,140.42万 | 1.47% | 875,785 | 29,860 | 3.5% | $72.98万 | 加仓 |
| ICFI | ICF International Inc. | $1,952.98万 | 1.34% | 268,045 | -80,381 | -23.1% | -$585.66万 | 减仓 |
| CXT | Crane NXT Co. | $1,921.29万 | 1.32% | 375,545 | 13,270 | 3.7% | $67.89万 | 加仓 |
| LAUR | Laureate Education Inc. | $1,914.25万 | 1.31% | 527,050 | -704,945 | -57.2% | -$2,560.36万 | 减仓 |
| MWH | Solv Energy Inc. | $1,832.03万 | 1.25% | 538,040 | 538,040 | — | $1,832.03万 | 新建仓 |
| FIX | Comfort Systems USA Inc. | $1,457.92万 | 1.00% | 7,356 | -305 | -4.0% | -$60.45万 | 减仓 |
| GLD | SPDR Gold Trust | $1,356.85万 | 0.93% | 36,833 | -6,352 | -14.7% | -$233.99万 | 减仓 |
| ALG | Alamo Group Inc. | $1,340.43万 | 0.92% | 81,490 | -42,021 | -34.0% | -$691.20万 | 减仓 |
| EXLS | Exlservice Holdings Inc. | $801.14万 | 0.55% | 309,798 | 9,600 | 3.2% | $24.83万 | 加仓 |
| IWM | iShares Russell 2000 ETF | $150.22万 | 0.10% | 5,000 | 5,000 | — | $150.22万 | 新建仓 |
| CLS | Celestica Inc. | $90.69万 | 0.06% | 2,486 | -21,662 | -89.7% | -$790.23万 | 减仓 |
| HURN | Huron Consulting Group Inc. | $0 | 0.00% | 0 | -83,941 | -100.0% | -$1,070.16万 | 清仓 |