Neumeier Poma Investment Counsel as of Dec. 31, 2018
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 41 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fabrinet (FN) | 5.2 | $55M | 1.1M | 51.31 | |
| Nextera Energy Partners (NEP) | 4.5 | $48M | 1.1M | 43.05 | |
| Steven Madden (SHOO) | 4.4 | $46M | 1.5M | 30.26 | |
| Comfort Systems USA (FIX) | 4.3 | $46M | 1.0M | 43.68 | |
| Hannon Armstrong (HASI) | 4.0 | $42M | 2.2M | 19.05 | |
| Tpi Composites (TPIC) | 3.9 | $41M | 1.7M | 24.58 | |
| WNS | 3.9 | $41M | 995k | 41.26 | |
| First Financial Ban (FFBC) | 3.5 | $37M | 1.5M | 23.72 | |
| Grand Canyon Education (LOPE) | 3.4 | $36M | 377k | 96.14 | |
| Helen Of Troy (HELE) | 3.2 | $34M | 258k | 131.18 | |
| Dave & Buster's Entertainmnt (PLAY) | 3.1 | $32M | 724k | 44.56 | |
| Verint Systems (VRNT) | 3.0 | $32M | 755k | 42.31 | |
| PacWest Ban | 3.0 | $31M | 943k | 33.28 | |
| AMN Healthcare Services (AMN) | 2.8 | $30M | 529k | 56.66 | |
| ExlService Holdings (EXLS) | 2.8 | $30M | 568k | 52.62 | |
| Providence Service Corporation | 2.7 | $28M | 471k | 60.02 | |
| Nv5 Holding (NVEE) | 2.7 | $28M | 464k | 60.55 | |
| Federal Signal Corporation (FSS) | 2.6 | $28M | 1.4M | 19.90 | |
| Jack Henry & Associates (JKHY) | 2.4 | $25M | 196k | 126.52 | |
| iShares Russell 2000 Index (IWM) | 2.3 | $24M | 179k | 133.90 | |
| Maximus (MMS) | 2.3 | $24M | 366k | 65.09 | |
| Columbia Banking System (COLB) | 2.2 | $23M | 632k | 36.29 | |
| Lgi Homes (LGIH) | 2.1 | $23M | 501k | 45.22 | |
| OSI Systems (OSIS) | 2.1 | $22M | 304k | 73.30 | |
| Silicon Motion Technology (SIMO) | 2.1 | $22M | 642k | 34.50 | |
| Lumentum Hldgs (LITE) | 1.9 | $20M | 479k | 42.01 | |
| Cohu (COHU) | 1.8 | $19M | 1.2M | 16.07 | |
| American Woodmark Corporation (AMWD) | 1.6 | $17M | 312k | 55.68 | |
| Standard Motor Products (SMP) | 1.6 | $17M | 355k | 48.43 | |
| Neenah Paper | 1.6 | $17M | 290k | 58.92 | |
| Supernus Pharmaceuticals (SUPN) | 1.6 | $16M | 494k | 33.22 | |
| Viad (VVI) | 1.4 | $15M | 294k | 50.09 | |
| Malibu Boats (MBUU) | 1.4 | $15M | 421k | 34.80 | |
| Lakeland Financial Corporation (LKFN) | 1.3 | $14M | 350k | 40.16 | |
| Kulicke and Soffa Industries (KLIC) | 1.2 | $13M | 652k | 20.27 | |
| Alamo (ALG) | 1.2 | $13M | 170k | 77.32 | |
| Hackett (HCKT) | 1.1 | $12M | 735k | 16.01 | |
| Tetra Tech (TTEK) | 1.1 | $11M | 217k | 51.77 | |
| MKS Instruments (MKSI) | 1.1 | $11M | 171k | 64.61 | |
| Vanguard Small-Cap ETF (VB) | 1.0 | $11M | 80k | 131.99 | |
| Adtalem Global Ed (ATGE) | 0.5 | $5.4M | 113k | 47.32 |
