Neumeier Poma Investment Counsel as of Sept. 30, 2015
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 40 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of the Ozarks | 5.1 | $27M | 620k | 43.76 | |
| Snap-on Incorporated (SNA) | 4.5 | $24M | 159k | 150.94 | |
| Core-Mark Holding Company | 4.4 | $23M | 353k | 65.45 | |
| OSI Systems (OSIS) | 4.0 | $21M | 273k | 76.96 | |
| Hannon Armstrong (HASI) | 3.9 | $21M | 1.2M | 17.22 | |
| Motorcar Parts of America (MPAA) | 3.8 | $20M | 644k | 31.34 | |
| Amtrust Financial Services | 3.7 | $20M | 312k | 62.98 | |
| First Financial Ban (FFBC) | 3.6 | $19M | 999k | 19.08 | |
| Orbotech Ltd Com Stk | 3.5 | $19M | 1.2M | 15.45 | |
| Steelcase (SCS) | 3.5 | $18M | 999k | 18.41 | |
| MKS Instruments (MKSI) | 3.4 | $18M | 533k | 33.53 | |
| Knoll | 3.3 | $17M | 790k | 21.98 | |
| Steven Madden (SHOO) | 3.2 | $17M | 459k | 36.62 | |
| Super Micro Computer (SMCI) | 3.1 | $16M | 599k | 27.26 | |
| Jack Henry & Associates (JKHY) | 3.1 | $16M | 235k | 69.61 | |
| Canadian Solar (CSIQ) | 2.9 | $15M | 929k | 16.62 | |
| PacWest Ban | 2.8 | $15M | 344k | 42.81 | |
| Coherent | 2.7 | $14M | 264k | 54.70 | |
| Essendant | 2.7 | $14M | 443k | 32.43 | |
| BofI Holding | 2.6 | $14M | 107k | 128.83 | |
| Gentherm (THRM) | 2.6 | $14M | 306k | 44.92 | |
| Patrick Industries (PATK) | 2.6 | $14M | 344k | 39.49 | |
| Maximus (MMS) | 2.5 | $13M | 217k | 59.56 | |
| Lakeland Financial Corporation (LKFN) | 2.1 | $11M | 252k | 45.15 | |
| IPG Photonics Corporation (IPGP) | 2.0 | $11M | 140k | 75.97 | |
| iShares Russell 2000 Index (IWM) | 2.0 | $11M | 96k | 109.20 | |
| Build-A-Bear Workshop (BBW) | 1.9 | $10M | 540k | 18.89 | |
| Providence Service Corporation | 1.8 | $9.6M | 221k | 43.58 | |
| Alamo (ALG) | 1.7 | $9.2M | 197k | 46.75 | |
| Drew Industries | 1.6 | $8.6M | 157k | 54.61 | |
| Tupperware Brands Corporation (TUP) | 1.3 | $6.8M | 136k | 49.49 | |
| NN (NNBR) | 1.2 | $6.3M | 342k | 18.50 | |
| Monotype Imaging Holdings | 1.2 | $6.2M | 283k | 21.82 | |
| Badger Meter (BMI) | 1.1 | $5.7M | 98k | 58.06 | |
| TravelCenters of America | 1.0 | $5.4M | 525k | 10.33 | |
| Horizon Pharma | 1.0 | $5.2M | 261k | 19.82 | |
| Lannett Company | 0.8 | $4.2M | 102k | 41.52 | |
| Stantec (STN) | 0.7 | $3.4M | 156k | 21.90 | |
| Thor Industries (THO) | 0.6 | $3.3M | 64k | 51.79 | |
| Interface (TILE) | 0.5 | $2.5M | 113k | 22.44 |
