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NEUMEIER POMA INVESTMENT COUNSEL LLC Historic Quarter Change: USA Stocks, Reduced

NEUMEIER POMA INVESTMENT COUNSEL LLC historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, NEUMEIER POMA INVESTMENT COUNSEL LLC opened 53 positions, added to 265, reduced 353 and sold out of 44.

  • Q2 2026: Stock LAUR; Country of operation United States; Class COM; Shares before 1,231,995.
  • Q2 2026: Stock DY; Country of operation United States; Class COM; Shares before 133,883.
  • Q2 2026: Stock FN; Country of operation —; Class SHS; Shares before 95,858.
  • Q2 2026: Stock ALG; Country of operation United States; Class COM; Shares before 123,511.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1044936), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026LAUR
Laureate Education Inc.
United StatesCOM1,231,995527,050-704,945$42,922,706$19,142,456-$23,780,2502026-08-13
Q2 2026DY
Dycom Industries Inc.
United StatesCOM133,883120,636-13,247$45,362,238$60,992,355+$15,630,1172026-08-13
Q2 2026FN
Fabrinet
SHS95,85866,678-29,180$49,991,864$37,478,370-$12,513,4942026-08-13
Q2 2026ALG
Alamo Group Inc.
United StatesCOM123,51181,490-42,021$20,375,610$13,404,290-$6,971,3202026-08-13
Q2 2026CLS
Celestica Inc.
COM24,1482,486-21,662$6,802,009$906,893-$5,895,1162026-08-13
Q2 2026TSEM
Tower Semiconductor LTD.
SHS239,387141,215-98,172$42,007,631$36,806,278-$5,201,3532026-08-13
Q2 2026GLD
SPDR Gold Trust
United StatesETF43,18536,833-6,352$18,582,074$13,568,541-$5,013,5332026-08-13
Q2 2026MYRG
MYR Group Inc.
United StatesCOM162,29499,937-62,357$45,818,842$50,008,475+$4,189,6332026-08-13
Q2 2026FIX
Comfort Systems USA Inc.
United StatesCOM7,6617,356-305$10,564,442$14,579,224+$4,014,7822026-08-13
Q2 2026ICFI
ICF International Inc.
United StatesCOM348,426268,045-80,381$22,748,734$19,529,759-$3,218,9752026-08-13
Q2 2026TTMI
TTM Technologies Inc.
United StatesCOM499,750244,265-255,485$48,685,645$45,682,440-$3,003,2052026-08-13
Q2 2026CASH
Pathward Financial Inc.
United StatesCOM356,200351,870-4,330$31,783,726$30,633,802-$1,149,9242026-08-13

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