Neumeier Poma Investment Counsel as of June 30, 2015
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 40 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of the Ozarks | 6.1 | $29M | 626k | 45.75 | |
| Snap-on Incorporated (SNA) | 4.4 | $21M | 130k | 159.25 | |
| Orbotech Ltd Com Stk | 4.2 | $20M | 942k | 20.80 | |
| Hannon Armstrong (HASI) | 3.9 | $19M | 920k | 20.05 | |
| MKS Instruments (MKSI) | 3.4 | $16M | 426k | 37.94 | |
| Core-Mark Holding Company | 3.4 | $16M | 272k | 59.25 | |
| Canadian Solar (CSIQ) | 3.2 | $15M | 529k | 28.60 | |
| Steelcase (SCS) | 3.1 | $15M | 785k | 18.91 | |
| Motorcar Parts of America (MPAA) | 3.1 | $15M | 483k | 30.09 | |
| Essendant | 3.1 | $15M | 369k | 39.25 | |
| Steven Madden (SHOO) | 3.0 | $14M | 334k | 42.78 | |
| First Financial Ban (FFBC) | 3.0 | $14M | 784k | 17.94 | |
| PacWest Ban | 3.0 | $14M | 298k | 46.76 | |
| Lannett Company | 2.8 | $13M | 223k | 59.44 | |
| Coherent | 2.8 | $13M | 206k | 63.48 | |
| Amtrust Financial Services | 2.8 | $13M | 198k | 65.51 | |
| Knoll | 2.6 | $12M | 492k | 25.03 | |
| Jack Henry & Associates (JKHY) | 2.6 | $12M | 187k | 64.70 | |
| Patrick Industries (PATK) | 2.5 | $12M | 312k | 38.05 | |
| Super Micro Computer (SMCI) | 2.5 | $12M | 391k | 29.58 | |
| Tupperware Brands Corporation (TUP) | 2.4 | $11M | 174k | 64.54 | |
| EnerSys (ENS) | 2.2 | $10M | 148k | 70.29 | |
| OSI Systems (OSIS) | 2.2 | $10M | 146k | 70.79 | |
| Maximus (MMS) | 2.2 | $10M | 157k | 65.73 | |
| NN (NNBR) | 2.2 | $10M | 405k | 25.52 | |
| Lakeland Financial Corporation (LKFN) | 2.1 | $10M | 230k | 43.37 | |
| Interface (TILE) | 2.0 | $9.5M | 378k | 25.05 | |
| Horizon Pharma | 1.9 | $8.9M | 257k | 34.74 | |
| Alamo (ALG) | 1.9 | $8.9M | 163k | 54.64 | |
| IPG Photonics Corporation (IPGP) | 1.9 | $8.7M | 102k | 85.17 | |
| Badger Meter (BMI) | 1.8 | $8.4M | 133k | 63.49 | |
| TravelCenters of America | 1.8 | $8.3M | 561k | 14.85 | |
| Drew Industries | 1.8 | $8.2M | 142k | 58.02 | |
| Providence Service Corporation | 1.6 | $7.6M | 172k | 44.28 | |
| Stantec (STN) | 1.4 | $6.6M | 227k | 29.21 | |
| iShares Russell 2000 Index (IWM) | 1.4 | $6.6M | 53k | 124.86 | |
| Thor Industries (THO) | 1.0 | $4.9M | 87k | 56.28 | |
| Electronics For Imaging | 1.0 | $4.6M | 106k | 43.51 | |
| Build-A-Bear Workshop (BBW) | 0.9 | $4.3M | 271k | 15.99 | |
| Sirona Dental Systems | 0.9 | $4.1M | 41k | 100.43 |
