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

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Coherent (COHR) 5.81 398525 +32.00% 91.90 63.89
Orbotech Ltd Com Stk 4.85 1.29M +8.00% 23.78 0.00
Hannon Armstrong stock 4.22 1.38M +7.00% 19.22 0.00
Motorcar Parts of America (MPAA) 4.12 684425 +4.00% 37.98 25.20
MKS Instruments (MKSI) 3.75 627995 +14.00% 37.65 34.42
Jack Henry & Associates (JKHY) 3.61 269010 +9.00% 84.57 65.91
Super Micro Computer (SMCI) 3.49 644980 +5.00% 34.08 37.36
Bank of the Ozarks (OZRK) 3.31 497875 -12.00% 41.97 36.25
Steven Madden (SHOO) 3.20 544073 +10.00% 37.04 36.28
Knoll (KNL) 3.19 929555 +14.00% 21.65 19.51
First Financial Ban (FFBC) 3.17 1.10M +5.00% 18.18 17.01
Canadian Solar (CSIQ) 3.11 1.02M +10.00% 19.28 32.34
Patrick Industries (PATK) 3.08 427828 +7.00% 45.39 56.84
Supernus Pharmaceuticals 2.91 1.20M +33.00% 15.25 0.00
AMN Healthcare Services (AHS) 2.88 540625 NEW 33.61 21.00
Apogee Enterprises (APOG) 2.63 378300 +32.00% 43.89 42.50
Gentherm 2.52 382380 +9.00% 41.59 0.00
Horizon Pharma 2.39 910985 +23.00% 16.57 0.00
Neenah Paper (NP) 2.33 231225 NEW 63.66 59.20
Nautilus (NLS) 2.30 749690 +12.00% 19.32 15.54
Oxford Industries (OXM) 2.23 208860 +57.00% 67.23 52.02
OSI Systems (OSIS) 2.18 210350 -22.00% 65.49 72.25
Drew Industries (DW) 2.10 205035 +30.00% 64.46 59.24
MAXIMUS (MMS) 2.09 250490 +11.00% 52.64 61.29
Steelcase (SCS) 2.05 868230 -14.00% 14.92 17.89
Snap-on Incorporated (SNA) 2.01 80680 -46.00% 156.99 142.04
Lakeland Financial Corporation (LKFN) 1.98 272490 +4.00% 45.78 39.42
Amtrust Financial Services (AFSI) 1.91 466257 +126.00% 25.88 55.19
Tupperware Brands Corporation (TUP) 1.83 198675 +8.00% 57.98 66.12
iShares Russell 2000 Index (IWM) 1.82 103920 +54.00% 110.63 119.90
Core-Mark Holding Company (CORE) 1.70 131425 -52.00% 81.56 58.67
Providence Service Corporation (PRSC) 1.68 207675 -23.00% 51.07 43.67
Thor Industries (THO) 1.65 162810 +156.00% 63.77 60.64
Essendant 1.42 281200 -18.00% 31.93 0.00
Monotype Imaging Holdings (TYPE) 1.20 316725 +4.00% 23.92 31.77
Alamo (ALG) 1.16 131375 +4.00% 55.71 55.34
IPG Photonics Corporation (IPGP) 1.15 75230 -49.00% 96.08 96.34
Interface 1.06 361975 NEW 18.54 0.00
PacWest Ban (PACW) 0.97 164650 -60.00% 37.15 45.61
Build-A-Bear Workshop (BBW) 0.72 351075 +23.00% 12.99 20.21
8point Energy Partners Lp ml 0.22 92750 14.70 0.00