Neumeier Poma Investment Counsel

Latest statistics and disclosures from NEUMEIER POMA INVESTMENT COUNSEL's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are JKHY, SNTS, PACW, OZRK, AFSI. These five stock positions account for 22.01% of NEUMEIER POMA INVESTMENT COUNSEL's total stock portfolio.
  • Added to shares of these 10 stocks: EFII (+$16.50M), USTR (+$14.23M), CORE (+$12.56M), PATK (+$11.77M), Orbotech Ltd Com Stk (+$7.44M), PIR (+$7.21M), Interface, PACW, AFSI, SHOO.
  • Started 5 new stock positions in Orbotech Ltd Com Stk, PATK, EFII, USTR, CORE.
  • Reduced shares in these 10 stocks: QCOR (-$17.51M), Ofg Ban (-$11.72M), OZRK (-$9.16M), HAE (-$8.18M), UMBF (-$6.58M), SIRO (-$5.21M), ACTG (-$5.05M), UTEK, , VECO.
  • Sold out of its positions in IOSP, VECO.
  • As of Dec. 31, 2013, NEUMEIER POMA INVESTMENT COUNSEL has $438.38M in assets under management (AUM). Assets under management grew from a total value of $383.24M to $438.38M.
  • Independent of market fluctuations, NEUMEIER POMA INVESTMENT COUNSEL was a net buyer by $3.19M worth of stocks in the most recent quarter.

NEUMEIER POMA INVESTMENT COUNSEL portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
JKHY Jack Henry & Associates 5.12 379200 59.21 55.20
SNTS Santarus 4.74 +3.00% 650800 31.96 31.96
PACW PacWest Ban 4.21 +29.00% 436925 42.22 41.21
OZRK Bank of the Ozarks 4.05 -34.00% 313950 56.59 62.99
AFSI Amtrust Financial Services 3.88 +24.00% 520886 32.69 36.44
COHR Coherent 3.79 +3.00% 223150 74.39 64.03
EFII Electronics For Imaging 3.76 NEW 425975 38.73 39.66
Interface 3.66 +40.00% 730165 21.96 0.00
TUP Tupperware Brands Corporation 3.55 164470 94.53 86.32
Stantec 3.48 -13.00% 246325 62.00 0.00
SNA Snap-on Incorporated 3.46 138375 109.52 115.94
THO Thor Industries 3.39 +24.00% 269300 55.23 63.22
USTR United Stationers 3.25 NEW 310150 45.89 37.78
PIR Pier 1 Imports 3.17 +107.00% 601800 23.08 17.84
WAB Wabtec Corporation 3.16 -20.00% 186650 74.27 73.89
DRC Dresser-Rand 3.13 +3.00% 229765 59.63 59.75
ENS EnerSys 3.07 +25.00% 191975 70.09 66.41
SHOO Steven Madden 2.90 +30.00% 347897 36.59 34.86
CORE Core-Mark Holding Company 2.86 NEW 165375 75.93 77.92
UMBF UMB Financial Corporation 2.85 -34.00% 194675 64.28 60.85
IPGP IPG Photonics Corporation 2.84 +9.00% 160480 77.61 74.73
SCS Steelcase 2.76 764075 15.86 16.79
PATK Patrick Industries 2.68 NEW 406800 28.93 42.43
ECOL US Ecology 2.57 304250 37.10 43.41
Ofg Ban 1.80 -59.00% 454159 17.34 0.00
FFBC First Financial Ban 1.70 -20.00% 426450 17.43 17.39
MMS MAXIMUS 1.70 +37.00% 169625 43.99 42.48
Orbotech Ltd Com Stk 1.70 NEW 550660 13.52 0.00
FEIC FEI Company 1.68 -28.00% 82540 89.36 93.78
UTEK Ultratech 1.53 -42.00% 230900 29.00 25.29
SIRO Sirona Dental Systems 1.49 -44.00% 93200 70.20 74.29
CAMP CalAmp 1.24 -4.00% 194750 27.97 24.56
GTLS Chart Industries 1.08 -39.00% 49305 95.65 76.90
ACTG Acacia Research Corporation 0.90 -56.00% 271470 14.54 17.06
IWM iShares Russell 2000 Index 0.76 +3.00% 29075 115.32 112.92
GLD SPDR Gold Trust 0.67 25388 116.12 124.75
QCOR Questcor Pharmaceuticals 0.56 -87.00% 44910 54.44 76.95
HAE Haemonetics Corporation 0.49 -79.00% 51050 42.14 33.21
CVGW Calavo Growers 0.34 -56.00% 49650 30.25 32.42