Neumeier Poma Investment Counsel

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

  • Top 5 stock holdings are COHR, Orbotech Ltd Com Stk, Hannon Armstrong stock, MPAA, MKSI. These five stock positions account for 22.74% of NEUMEIER POMA INVESTMENT COUNSEL's total stock portfolio.
  • Added to shares of these 10 stocks: AHS (+$18.17M), NP (+$14.72M), COHR (+$8.97M), AFSI (+$6.75M), Interface (+$6.71M), THO (+$6.34M), OXM (+$5.12M), Supernus Pharmaceuticals, APOG, IWM.
  • Started 3 new stock positions in Interface, AHS, NP.
  • Reduced shares in these 10 stocks: CORE (-$11.81M), SNA (-$11.21M), PACW (-$9.52M), IPGP (-$7.09M), LCI, OSIS, PRSC, OZRK, SCS, Essendant.
  • Sold out of its positions in LCI.
  • As of March 31, 2016, NEUMEIER POMA INVESTMENT COUNSEL has $630.66M in assets under management (AUM). Assets under management grew from a total value of $578.42M to $630.66M.
  • Independent of market fluctuations, NEUMEIER POMA INVESTMENT COUNSEL was a net buyer by $54.83M worth of stocks in the most recent quarter.

NEUMEIER POMA INVESTMENT COUNSEL portfolio companies for March 2016 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
COHR Coherent 5.81 +32.00% 398525 91.90 63.89
Orbotech Ltd Com Stk 4.85 +8.00% 1286040 23.78 0.00
Hannon Armstrong stock 4.22 +7.00% 1383360 19.22 0.00
MPAA Motorcar Parts of America 4.12 +4.00% 684425 37.98 25.20
MKSI MKS Instruments 3.75 +14.00% 627995 37.65 34.42
JKHY Jack Henry & Associates 3.61 +9.00% 269010 84.57 65.91
SMCI Super Micro Computer 3.49 +5.00% 644980 34.08 37.36
OZRK Bank of the Ozarks 3.31 -12.00% 497875 41.97 36.25
SHOO Steven Madden 3.20 +10.00% 544073 37.04 36.28
KNL Knoll 3.19 +14.00% 929555 21.65 19.51
FFBC First Financial Ban 3.17 +5.00% 1101175 18.18 17.01
CSIQ Canadian Solar 3.11 +10.00% 1016190 19.28 32.34
PATK Patrick Industries 3.08 +7.00% 427828 45.39 56.84
Supernus Pharmaceuticals 2.91 +33.00% 1203930 15.25 0.00
AHS AMN Healthcare Services 2.88 NEW 540625 33.61 21.00
APOG Apogee Enterprises 2.63 +32.00% 378300 43.89 42.50
Gentherm 2.52 +9.00% 382380 41.59 0.00
Horizon Pharma 2.39 +23.00% 910985 16.57 0.00
NP Neenah Paper 2.33 NEW 231225 63.66 59.20
NLS Nautilus 2.30 +12.00% 749690 19.32 15.54
OXM Oxford Industries 2.23 +57.00% 208860 67.23 52.02
OSIS OSI Systems 2.18 -22.00% 210350 65.49 72.25
DW Drew Industries 2.10 +30.00% 205035 64.46 59.24
MMS MAXIMUS 2.09 +11.00% 250490 52.64 61.29
SCS Steelcase 2.05 -14.00% 868230 14.92 17.89
SNA Snap-on Incorporated 2.01 -46.00% 80680 156.99 142.04
LKFN Lakeland Financial Corporation 1.98 +4.00% 272490 45.78 39.42
AFSI Amtrust Financial Services 1.91 +126.00% 466257 25.88 55.19
TUP Tupperware Brands Corporation 1.83 +8.00% 198675 57.98 66.12
IWM iShares Russell 2000 Index 1.82 +54.00% 103920 110.63 119.90
CORE Core-Mark Holding Company 1.70 -52.00% 131425 81.56 58.67
PRSC Providence Service Corporation 1.68 -23.00% 207675 51.07 43.67
THO Thor Industries 1.65 +156.00% 162810 63.77 60.64
Essendant 1.42 -18.00% 281200 31.93 0.00
TYPE Monotype Imaging Holdings 1.20 +4.00% 316725 23.92 31.77
ALG Alamo 1.16 +4.00% 131375 55.71 55.34
IPGP IPG Photonics Corporation 1.15 -49.00% 75230 96.08 96.34
Interface 1.06 NEW 361975 18.54 0.00
PACW PacWest Ban 0.97 -60.00% 164650 37.15 45.61
BBW Build-A-Bear Workshop 0.72 +23.00% 351075 12.99 20.21
8point Energy Partners Lp ml 0.22 92750 14.70 0.00