Neumeier Poma Investment Counsel as of Sept. 30, 2014
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 40 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Core-Mark Holding Company | 5.2 | $21M | 397k | 53.04 | |
| Bank of the Ozarks | 4.8 | $20M | 624k | 31.52 | |
| Jack Henry & Associates (JKHY) | 4.8 | $20M | 354k | 55.66 | |
| MKS Instruments (MKSI) | 4.1 | $17M | 496k | 33.38 | |
| Stantec (STN) | 3.9 | $16M | 244k | 65.23 | |
| Snap-on Incorporated (SNA) | 3.9 | $16M | 131k | 121.08 | |
| Coherent | 3.9 | $16M | 256k | 61.37 | |
| OSI Systems (OSIS) | 3.8 | $16M | 245k | 63.48 | |
| Multimedia Games | 3.6 | $15M | 409k | 36.01 | |
| Wabtec Corporation (WAB) | 3.5 | $14M | 177k | 81.04 | |
| Providence Service Corporation | 3.5 | $14M | 290k | 48.38 | |
| PacWest Ban | 3.4 | $14M | 336k | 41.23 | |
| Patrick Industries (PATK) | 3.3 | $13M | 312k | 42.36 | |
| Orbotech Ltd Com Stk | 3.2 | $13M | 845k | 15.58 | |
| Dresser-Rand | 3.2 | $13M | 159k | 82.26 | |
| Maximus (MMS) | 3.1 | $13M | 319k | 40.13 | |
| EnerSys (ENS) | 3.1 | $13M | 215k | 58.64 | |
| Amtrust Financial Services | 2.9 | $12M | 290k | 39.82 | |
| Fox Factory Hldg (FOXF) | 2.5 | $10M | 642k | 15.50 | |
| First Financial Ban (FFBC) | 2.3 | $9.5M | 600k | 15.83 | |
| Tupperware Brands Corporation (TUP) | 2.3 | $9.5M | 137k | 69.04 | |
| Electronics For Imaging | 2.3 | $9.2M | 209k | 44.17 | |
| United Stationers | 2.1 | $8.5M | 228k | 37.57 | |
| Steelcase (SCS) | 2.0 | $8.0M | 496k | 16.19 | |
| Steven Madden (SHOO) | 1.7 | $6.9M | 214k | 32.23 | |
| Ofg Ban (OFG) | 1.6 | $6.7M | 447k | 14.98 | |
| Acacia Research Corporation (ACTG) | 1.5 | $6.2M | 403k | 15.48 | |
| Chart Industries (GTLS) | 1.5 | $6.2M | 101k | 61.13 | |
| Interface (TILE) | 1.5 | $6.0M | 375k | 16.14 | |
| Badger Meter (BMI) | 1.5 | $6.0M | 120k | 50.45 | |
| US Ecology | 1.5 | $6.0M | 128k | 46.76 | |
| Thor Industries (THO) | 1.1 | $4.5M | 88k | 51.50 | |
| IPG Photonics Corporation (IPGP) | 1.1 | $4.4M | 63k | 68.79 | |
| FEI Company | 1.1 | $4.3M | 57k | 75.42 | |
| iShares Russell 2000 Index (IWM) | 1.1 | $4.3M | 39k | 109.36 | |
| Sirona Dental Systems | 1.0 | $4.0M | 52k | 76.68 | |
| UMB Financial Corporation (UMBF) | 0.9 | $3.7M | 67k | 54.55 | |
| Pier 1 Imports | 0.9 | $3.5M | 294k | 11.89 | |
| SPDR Gold Trust (GLD) | 0.7 | $2.8M | 24k | 116.20 | |
| CalAmp | 0.6 | $2.4M | 138k | 17.62 |
