Neumeier Poma Investment Counsel as of June 30, 2019
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 43 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hannon Armstrong (HASI) | 5.3 | $65M | 2.3M | 28.18 | |
| WNS | 4.8 | $59M | 991k | 59.20 | |
| Nextera Energy Partners (NEP) | 4.5 | $54M | 1.1M | 48.25 | |
| Steven Madden (SHOO) | 4.1 | $49M | 1.4M | 33.95 | |
| Verint Systems (VRNT) | 4.0 | $48M | 900k | 53.78 | |
| Nv5 Holding (NVEE) | 3.4 | $41M | 507k | 81.40 | |
| OSI Systems (OSIS) | 3.4 | $41M | 367k | 112.63 | |
| Helen Of Troy (HELE) | 3.4 | $41M | 314k | 130.59 | |
| First Financial Ban (FFBC) | 3.3 | $40M | 1.7M | 24.22 | |
| Lumentum Hldgs (LITE) | 3.3 | $40M | 756k | 53.41 | |
| PacWest Ban | 3.2 | $39M | 1.0M | 38.83 | |
| Federal Signal Corporation (FSS) | 3.1 | $37M | 1.4M | 26.75 | |
| Maximus (MMS) | 2.9 | $35M | 484k | 72.54 | |
| Lgi Homes (LGIH) | 2.7 | $33M | 460k | 71.43 | |
| Dave & Buster's Entertainmnt (PLAY) | 2.7 | $32M | 794k | 40.47 | |
| Supernus Pharmaceuticals (SUPN) | 2.6 | $32M | 957k | 33.09 | |
| Grand Canyon Education (LOPE) | 2.4 | $29M | 244k | 117.02 | |
| AMN Healthcare Services (AMN) | 2.3 | $28M | 523k | 54.25 | |
| Providence Service Corporation | 2.3 | $28M | 489k | 57.34 | |
| American Woodmark Corporation (AMWD) | 2.2 | $27M | 315k | 84.62 | |
| Ishares Russell 2000 Etf (IWM) | 2.2 | $26M | 169k | 155.50 | |
| Viad (VVI) | 2.2 | $26M | 395k | 66.24 | |
| Malibu Boats (MBUU) | 2.1 | $25M | 651k | 38.85 | |
| Fabrinet (FN) | 1.9 | $24M | 472k | 49.67 | |
| Adtalem Global Ed (ATGE) | 1.9 | $23M | 508k | 45.05 | |
| Comfort Systems USA (FIX) | 1.9 | $23M | 446k | 50.99 | |
| ExlService Holdings (EXLS) | 1.8 | $22M | 334k | 66.13 | |
| Columbus McKinnon (CMCO) | 1.8 | $22M | 524k | 41.97 | |
| Standard Motor Products (SMP) | 1.7 | $21M | 460k | 45.34 | |
| Tpi Composites (TPIC) | 1.7 | $20M | 822k | 24.72 | |
| Sanmina (SANM) | 1.7 | $20M | 667k | 30.28 | |
| Alamo (ALG) | 1.6 | $20M | 196k | 99.93 | |
| Jack Henry & Associates (JKHY) | 1.6 | $19M | 145k | 133.92 | |
| Columbia Banking System (COLB) | 1.4 | $17M | 456k | 36.18 | |
| MKS Instruments (MKSI) | 1.2 | $15M | 189k | 77.89 | |
| Neenah Paper | 1.2 | $14M | 207k | 67.55 | |
| Kulicke and Soffa Industries (KLIC) | 1.1 | $14M | 608k | 22.55 | |
| Mueller Water Products (MWA) | 1.1 | $13M | 1.3M | 9.82 | |
| Hackett (HCKT) | 1.0 | $12M | 720k | 16.79 | |
| Silicon Motion Technology (SIMO) | 0.9 | $11M | 242k | 44.38 | |
| Tetra Tech (TTEK) | 0.9 | $11M | 135k | 78.55 | |
| Lakeland Financial Corporation (LKFN) | 0.8 | $10M | 219k | 46.83 | |
| Gibraltar Industries (ROCK) | 0.3 | $4.1M | 101k | 40.36 |
