Neumeier Poma Investment Counsel as of Dec. 31, 2014
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 40 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Bank of the Ozarks | 5.6 | $24M | 623k | 37.92 | |
Core-Mark Holding Company | 4.5 | $19M | 303k | 61.93 | |
MKS Instruments (MKSI) | 4.4 | $18M | 503k | 36.60 | |
Snap-on Incorporated (SNA) | 4.2 | $18M | 131k | 136.74 | |
Maximus (MMS) | 4.2 | $18M | 321k | 54.84 | |
OSI Systems (OSIS) | 4.1 | $18M | 248k | 70.77 | |
PacWest Ban | 3.8 | $16M | 355k | 45.46 | |
Coherent | 3.8 | $16M | 263k | 60.72 | |
Wabtec Corporation (WAB) | 3.6 | $15M | 177k | 86.89 | |
Patrick Industries (PATK) | 3.5 | $15M | 333k | 43.98 | |
First Financial Ban (FFBC) | 3.3 | $14M | 759k | 18.59 | |
United Stationers | 3.3 | $14M | 331k | 42.16 | |
Jack Henry & Associates (JKHY) | 3.3 | $14M | 224k | 62.14 | |
Orbotech Ltd Com Stk | 3.2 | $14M | 910k | 14.80 | |
EnerSys (ENS) | 3.2 | $13M | 218k | 61.72 | |
Stantec (STN) | 3.2 | $13M | 490k | 27.42 | |
Dresser-Rand | 2.8 | $12M | 144k | 81.80 | |
Providence Service Corporation | 2.5 | $11M | 294k | 36.44 | |
Badger Meter (BMI) | 2.5 | $10M | 176k | 59.35 | |
Steelcase (SCS) | 2.4 | $10M | 571k | 17.95 | |
IPG Photonics Corporation (IPGP) | 2.3 | $9.9M | 132k | 74.92 | |
Tupperware Brands Corporation (TUPBQ) | 2.2 | $9.4M | 150k | 63.00 | |
Thor Industries (THO) | 2.1 | $8.8M | 158k | 55.87 | |
NN (NNBR) | 2.0 | $8.4M | 410k | 20.56 | |
Fox Factory Hldg (FOXF) | 2.0 | $8.3M | 512k | 16.23 | |
Drew Industries | 1.9 | $8.3M | 162k | 51.07 | |
Lakeland Financial Corporation (LKFN) | 1.7 | $7.1M | 163k | 43.47 | |
Steven Madden (SHOO) | 1.6 | $6.6M | 207k | 31.83 | |
Acacia Research Corporation (ACTG) | 1.6 | $6.6M | 389k | 16.94 | |
iShares Russell 2000 Index (IWM) | 1.5 | $6.3M | 53k | 119.68 | |
Interface (TILE) | 1.5 | $6.2M | 377k | 16.47 | |
Ofg Ban (OFG) | 1.3 | $5.3M | 321k | 16.65 | |
Sirona Dental Systems | 1.2 | $5.2M | 60k | 87.37 | |
FEI Company | 1.2 | $5.1M | 57k | 90.36 | |
Amtrust Financial Services | 1.2 | $5.0M | 90k | 56.25 | |
Electronics For Imaging | 1.1 | $4.5M | 104k | 42.83 | |
UMB Financial Corporation (UMBF) | 0.9 | $3.7M | 65k | 56.89 | |
Pier 1 Imports | 0.6 | $2.6M | 168k | 15.40 | |
CalAmp | 0.6 | $2.6M | 141k | 18.30 | |
Canadian Solar (CSIQ) | 0.3 | $1.3M | 53k | 24.19 |