NEUMEIER POMA INVESTMENT COUNSEL LLC

CIK 0001044936 · Q2 2026

13F Equity AUM

$1.5B

+20.4% QoQ

Positions

+1 QoQ

AUM Rank

#1,913

Top 22%

Skill Alpha (FF)

+20.0%/yr^ns

No Clear Edge

Rank #149 · Top 2%

vs S&P +9.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 19.9%Top 10: 37.1%Top 20: 67.0%

DY4.2%

HASI4.2%

SIMO4.0%

UMBF4.0%

FSS3.5%

SKY3.5%

BLBD3.5%

MYRG3.4%

SHOO3.4%

OSIS3.3%

Others (32)62.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials30.6%

Consumer Cyclical24.6%

Technology20.6%

Financial Services15.6%

Communication Services2.9%

Consumer Defensive2.8%

Other2.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 42Median: 2.54%Avg: 2.38%

0–0.5%

2(0.2%)

0.5–1%

4(3.4%)

1–3%

22(47.0%)

3–5%

14(49.4%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 42vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New2Increased27Decreased13Exited1

New Positions

Solv Energy Inc.1.3%

+538K

IWM0.1%

+5K

Increased

CG2.2%

+1.8M(+654%)

WLY2.9%

+455K(+111%)

J2A2.9%

+315K(+146%)

OSW3.0%

+217K(+16%)

TTEK3.0%

+210K(+16%)

FSS3.5%

+109K(+37%)

SKY3.5%

+108K(+23%)

IDI2.9%

+81K(+120%)

SHOO3.4%

+70K(+6%)

FCN3.1%

+47K(+19%)

Decreased

LAUR1.3%

-704,945(-57%)

TTMI3.1%

-255,485(-51%)

SIMO4.0%

-251,780(-59%)

TSEM2.5%

-98,172(-41%)

ICFI1.3%

-80,381(-23%)

MYRG3.4%

-62,357(-38%)

ALG0.9%

-42,021(-34%)

FN2.6%

-29,180(-30%)

CLS0.1%

-21,662(-90%)

DY4.2%

-13,247(-10%)

Exited

HURN

-83,941

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...