Neumeier Poma Investment Counsel LLC / DY
Neumeier Poma Investment Counsel LLC’s Dycom Inds Inc Position
Does Neumeier Poma Investment Counsel LLC own Dycom Inds Inc (DY)? Yes — 133.9K shares worth $45M (+3.74% of its 13F portfolio) as of Q1 2026, down from 136.8K shares the prior filed quarter.
Position Value
$45M
Q1 2026
Shares
133.9K
% of Portfolio
+3.74%
Quarters Held
16
currently held
Position History DY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 133.9K | $45M | +3.74% |
| Q4 2025 | 136.8K | $46M | +3.82% |
| Q3 2025 | 166.3K | $49M | +3.97% |
| Q2 2025 | 161.9K | $40M | +3.68% |
| Q1 2025 | 162.6K | $25M | +2.66% |
| Q4 2024 | 248.0K | $43M | +4.18% |
| Q3 2024 | 281.6K | $56M | +5.29% |
| Q2 2024 | 310.5K | $52M | +4.80% |
| Q1 2024 | 318.2K | $46M | +4.19% |
| Q4 2023 | 331.0K | $38M | +3.39% |
| Q3 2023 | 368.5K | $33M | +3.20% |
| Q2 2023 | 330.5K | $38M | +3.44% |
| Q1 2023 | 231.6K | $22M | +2.02% |
| Q4 2022 | 218.4K | $20M | +1.90% |
| Q3 2022 | 336.6K | $32M | +3.18% |
| Q2 2022 | 130.0K | $12M | +0.95% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Neumeier Poma Investment Counsel LLC’s full portfolio or all institutional holders of DY.