Neumeier Poma Investment Counsel as of June 30, 2018
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 43 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| WNS | 5.5 | $59M | 1.1M | 52.18 | |
| Orbotech Ltd Com Stk | 4.9 | $53M | 852k | 61.80 | |
| Comfort Systems USA (FIX) | 4.4 | $47M | 1.0M | 45.80 | |
| Steven Madden (SHOO) | 4.3 | $46M | 866k | 53.10 | |
| Grand Canyon Education (LOPE) | 4.3 | $46M | 410k | 111.61 | |
| AMN Healthcare Services (AMN) | 4.1 | $45M | 760k | 58.60 | |
| Nextera Energy Partners (NEP) | 3.8 | $41M | 873k | 46.67 | |
| First Financial Ban (FFBC) | 3.5 | $38M | 1.2M | 30.65 | |
| Tpi Composites (TPIC) | 3.5 | $38M | 1.3M | 29.24 | |
| Columbia Banking System (COLB) | 3.3 | $35M | 859k | 40.90 | |
| PacWest Ban | 3.2 | $35M | 707k | 49.42 | |
| Providence Service Corporation | 3.1 | $34M | 427k | 78.55 | |
| Silicon Motion Technology (SIMO) | 3.0 | $32M | 601k | 52.89 | |
| Federal Signal Corporation (FSS) | 2.9 | $31M | 1.3M | 23.29 | |
| ExlService Holdings (EXLS) | 2.8 | $30M | 524k | 56.61 | |
| Fabrinet (FN) | 2.7 | $30M | 799k | 36.89 | |
| Jack Henry & Associates (JKHY) | 2.6 | $28M | 213k | 130.36 | |
| OSI Systems (OSIS) | 2.4 | $26M | 332k | 77.33 | |
| Supernus Pharmaceuticals (SUPN) | 2.4 | $26M | 426k | 59.85 | |
| Neenah Paper | 2.3 | $24M | 287k | 84.85 | |
| Dave & Buster's Entertainmnt (PLAY) | 2.1 | $22M | 470k | 47.60 | |
| American Woodmark Corporation (AMWD) | 2.0 | $21M | 230k | 91.55 | |
| Bmc Stk Hldgs | 1.9 | $20M | 971k | 20.85 | |
| Cohu (COHU) | 1.8 | $20M | 798k | 24.51 | |
| Helen Of Troy (HELE) | 1.7 | $18M | 184k | 98.45 | |
| iShares Russell 2000 Index (IWM) | 1.6 | $18M | 109k | 163.77 | |
| MKS Instruments (MKSI) | 1.6 | $17M | 182k | 95.70 | |
| Hannon Armstrong (HASI) | 1.6 | $17M | 844k | 19.75 | |
| Apogee Enterprises (APOG) | 1.5 | $16M | 332k | 48.17 | |
| Lakeland Financial Corporation (LKFN) | 1.4 | $16M | 325k | 48.19 | |
| Viad (VVI) | 1.2 | $13M | 240k | 54.25 | |
| Standard Motor Products (SMP) | 1.2 | $13M | 258k | 48.34 | |
| Lgi Homes (LGIH) | 1.2 | $13M | 216k | 57.73 | |
| Bank Ozk (OZK) | 1.2 | $12M | 276k | 45.04 | |
| Alamo (ALG) | 1.1 | $12M | 137k | 90.36 | |
| Tivity Health | 1.1 | $12M | 351k | 35.20 | |
| Kulicke and Soffa Industries (KLIC) | 1.1 | $12M | 500k | 23.82 | |
| Maximus (MMS) | 1.1 | $12M | 189k | 62.11 | |
| Hackett (HCKT) | 1.1 | $12M | 716k | 16.07 | |
| Lci Industries (LCII) | 1.0 | $11M | 124k | 90.15 | |
| Tetra Tech (TTEK) | 1.0 | $11M | 189k | 58.50 | |
| IPG Photonics Corporation (IPGP) | 0.9 | $9.5M | 43k | 220.63 | |
| Vanguard Small-Cap ETF (VB) | 0.8 | $8.3M | 53k | 155.67 |
