Neumeier Poma Investment Counsel as of Sept. 30, 2018
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 43 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comfort Systems USA (FIX) | 4.9 | $60M | 1.1M | 56.40 | |
| Grand Canyon Education (LOPE) | 4.2 | $51M | 455k | 112.80 | |
| Nextera Energy Partners (NEP) | 4.2 | $50M | 1.0M | 48.50 | |
| Steven Madden (SHOO) | 4.1 | $50M | 942k | 52.90 | |
| WNS | 3.9 | $47M | 932k | 50.75 | |
| Tpi Composites (TPIC) | 3.8 | $46M | 1.6M | 28.55 | |
| Fabrinet (FN) | 3.7 | $45M | 969k | 46.26 | |
| Dave & Buster's Entertainmnt (PLAY) | 3.6 | $43M | 654k | 66.22 | |
| First Financial Ban (FFBC) | 3.5 | $42M | 1.4M | 29.70 | |
| PacWest Ban | 3.3 | $40M | 843k | 47.65 | |
| Hannon Armstrong (HASI) | 3.2 | $39M | 1.8M | 21.47 | |
| Orbotech Ltd Com Stk | 3.1 | $38M | 631k | 59.44 | |
| Silicon Motion Technology (SIMO) | 3.0 | $36M | 676k | 53.70 | |
| Federal Signal Corporation (FSS) | 3.0 | $36M | 1.3M | 26.78 | |
| ExlService Holdings (EXLS) | 2.9 | $35M | 532k | 66.20 | |
| Helen Of Troy (HELE) | 2.6 | $31M | 240k | 130.90 | |
| Cohu (COHU) | 2.6 | $31M | 1.3M | 25.10 | |
| Jack Henry & Associates (JKHY) | 2.6 | $31M | 194k | 160.08 | |
| Providence Service Corporation | 2.5 | $30M | 441k | 67.28 | |
| AMN Healthcare Services (AMN) | 2.3 | $27M | 498k | 54.70 | |
| iShares Russell 2000 Index (IWM) | 2.0 | $25M | 146k | 168.55 | |
| Neenah Paper | 2.0 | $25M | 286k | 86.30 | |
| Supernus Pharmaceuticals (SUPN) | 2.0 | $24M | 471k | 50.35 | |
| Columbia Banking System (COLB) | 1.9 | $24M | 606k | 38.77 | |
| Verint Systems (VRNT) | 1.9 | $24M | 470k | 50.10 | |
| Kulicke and Soffa Industries (KLIC) | 1.8 | $22M | 907k | 23.84 | |
| OSI Systems (OSIS) | 1.8 | $22M | 283k | 76.31 | |
| American Woodmark Corporation (AMWD) | 1.7 | $20M | 259k | 78.45 | |
| Bmc Stk Hldgs | 1.6 | $20M | 1.1M | 18.65 | |
| Lgi Homes (LGIH) | 1.4 | $17M | 357k | 47.44 | |
| Viad (VVI) | 1.3 | $16M | 274k | 59.25 | |
| Alamo (ALG) | 1.3 | $16M | 175k | 91.61 | |
| Lakeland Financial Corporation (LKFN) | 1.3 | $16M | 345k | 46.48 | |
| Apogee Enterprises (APOG) | 1.3 | $15M | 372k | 41.32 | |
| Hackett (HCKT) | 1.3 | $15M | 756k | 20.15 | |
| Standard Motor Products (SMP) | 1.2 | $15M | 298k | 49.22 | |
| Vanguard Small-Cap ETF (VB) | 1.2 | $14M | 86k | 162.58 | |
| Maximus (MMS) | 1.1 | $14M | 213k | 65.06 | |
| Tetra Tech (TTEK) | 1.1 | $14M | 200k | 68.30 | |
| MKS Instruments (MKSI) | 1.1 | $13M | 167k | 80.15 | |
| Bank Ozk (OZK) | 1.1 | $13M | 340k | 37.96 | |
| Lci Industries (LCII) | 0.9 | $12M | 138k | 82.80 | |
| Tivity Health | 0.5 | $6.2M | 193k | 32.15 |
