Neumeier Poma Investment Counsel
Latest statistics and disclosures from Neumeier Poma Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are OZRK, OFG, JKHY, TUP, Stantec. These five stock positions account for 25.65% of Neumeier Poma Investment Counsel's total stock portfolio.
- Added to shares of AFSI (+$9.39M), SNTS (+$7.77M), PACW (+$5.31M), ECOL, COHR, QCOR, VECO, THO, ACTG, IOSP.
- Started new stock positions in ECOL, SNTS, AFSI, PACW.
- Reduced shares in these stocks: Herbalife Ltd Com Stk (-$8.34M), EBIX (-$7.88M), ENS (-$7.41M), PIR, SIRO, MMS, FFBC, ANV, CASC, HAE.
- Sold out of its positions in CASC, EBIX, Herbalife Ltd Com Stk.
- As of March 31, 2013, Neumeier Poma Investment Counsel has $286.18M in assets under management (AUM). Assets under management grew from a total value of $236.84M to $286.18M.
- Independent of market fluctuations, Neumeier Poma Investment Counsel was a net buyer by $12.69M worth of stocks in the most recent quarter.
Neumeier Poma Investment Counsel portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| OZRK | Bank of the Ozarks | 5.97 | 385375 | 44.35 | 43.81 | |
| OFG | Oriental Financial | 5.24 | 966594 | 15.51 | 17.42 | |
| JKHY | Jack Henry & Associates | 4.92 | 304825 | 46.21 | 46.48 | |
| TUP | Tupperware Brands Corporation | 4.90 | 171725 | 81.74 | 82.17 | |
| Stantec | 4.62 | +2.00% | 300500 | 43.97 | 0.00 | |
| SNA | Snap-on Incorporated | 4.34 | 150050 | 82.70 | 89.54 | |
| ACTG | Acacia Research Corporation | 4.30 | +33.00% | 408100 | 30.17 | 23.53 |
| WAB | Wabtec Corporation | 4.26 | 119450 | 102.11 | 108.44 | |
| SHOO | Steven Madden | 4.18 | 276800 | 43.23 | 46.68 | |
| UMBF | UMB Financial Corporation | 4.01 | 233675 | 49.07 | 52.40 | |
| UTEK | Ultratech | 3.87 | +12.00% | 280075 | 39.53 | 35.03 |
| FEIC | FEI Company | 3.53 | 156425 | 64.55 | 71.08 | |
| SIRO | Sirona Dental Systems | 3.32 | -26.00% | 128950 | 73.73 | 69.08 |
| IPGP | IPG Photonics Corporation | 3.29 | +11.00% | 141700 | 66.41 | 56.04 |
| AFSI | Amtrust Financial Services | 3.28 | NEW | 270925 | 34.65 | 32.50 |
| COHR | Coherent | 3.02 | +105.00% | 152525 | 56.74 | 57.21 |
| DRC | Dresser-Rand | 2.93 | +5.00% | 135900 | 61.66 | 63.98 |
| MMS | MAXIMUS | 2.89 | -21.00% | 103375 | 79.97 | 72.47 |
| SNTS | Santarus | 2.71 | NEW | 448200 | 17.33 | 22.26 |
| SCS | Steelcase | 2.33 | +15.00% | 452925 | 14.73 | 13.41 |
| PIR | Pier 1 Imports | 2.29 | -36.00% | 284725 | 23.00 | 23.82 |
| THO | Thor Industries | 2.28 | +91.00% | 177625 | 36.79 | 40.86 |
| QCOR | Questcor Pharmaceuticals | 2.18 | +228.00% | 191711 | 32.54 | 34.29 |
| FFBC | First Financial Ban | 2.05 | -27.00% | 365600 | 16.05 | 15.83 |
| GLD | SPDR Gold Trust | 1.95 | -2.00% | 36113 | 154.46 | 133.76 |
| PACW | PacWest Ban | 1.86 | NEW | 182475 | 29.11 | 27.89 |
| VECO | Veeco Instruments | 1.83 | +240.00% | 136350 | 38.41 | 39.49 |
| GTLS | Chart Industries | 1.67 | 59880 | 80.01 | 93.35 | |
| ECOL | US Ecology | 1.58 | NEW | 170650 | 26.55 | 28.00 |
| ENS | EnerSys | 1.19 | -68.00% | 74950 | 45.58 | 48.39 |
| IPHS | Innophos Holdings | 1.05 | 55300 | 54.59 | 51.14 | |
| HAE | Haemonetics Corporation | 0.96 | -9.00% | 66075 | 41.66 | 41.08 |
| IOSP | Innospec | 0.91 | +293.00% | 58950 | 44.27 | 41.00 |
| ANV | Allied Nevada Gold | 0.27 | -73.00% | 46100 | 16.46 | 7.41 |
Past 13F-HR SEC Filings for Neumeier Poma Investment Counsel
- Neumeier Poma Investment Counsel 2012 Q3 - filed Nov. 14, 2012
- Neumeier Poma Investment Counsel 2012 Q1 - filed May 14, 2012
- Neumeier Poma Investment Counsel 2011 Q3 - filed Nov. 14, 2011
- Neumeier Poma Investment Counsel 2011 Q2 - filed Aug. 12, 2011
- Neumeier Poma Investment Counsel 2011 Q1 - filed May 13, 2011
- Neumeier Poma Investment Counsel 2010 Q4 - filed Feb. 14, 2011