Neumeier Poma Investment Counsel as of Sept. 30, 2019
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 42 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hannon Armstrong (HASI) | 5.8 | $69M | 2.4M | 29.15 | |
| Nextera Energy Partners (NEP) | 4.9 | $59M | 1.1M | 52.84 | |
| WNS | 4.9 | $58M | 990k | 58.75 | |
| Steven Madden (SHOO) | 4.3 | $52M | 1.5M | 35.79 | |
| Helen Of Troy (HELE) | 4.1 | $50M | 314k | 157.66 | |
| Federal Signal Corporation (FSS) | 3.8 | $46M | 1.4M | 32.74 | |
| Lgi Homes (LGIH) | 3.5 | $42M | 507k | 83.32 | |
| PacWest Ban | 3.5 | $42M | 1.1M | 36.34 | |
| First Financial Ban (FFBC) | 3.5 | $42M | 1.7M | 24.47 | |
| OSI Systems (OSIS) | 3.4 | $40M | 398k | 101.56 | |
| Verint Systems (VRNT) | 3.2 | $39M | 904k | 42.78 | |
| Nv5 Holding (NVEE) | 3.2 | $38M | 559k | 68.27 | |
| Maximus (MMS) | 3.2 | $38M | 492k | 77.26 | |
| Fabrinet (FN) | 3.1 | $37M | 715k | 52.30 | |
| Lumentum Hldgs (LITE) | 2.9 | $35M | 653k | 53.56 | |
| Sanmina (SANM) | 2.6 | $31M | 970k | 32.11 | |
| AMN Healthcare Services (AMN) | 2.5 | $30M | 529k | 57.56 | |
| Mueller Water Products (MWA) | 2.5 | $29M | 2.6M | 11.24 | |
| American Woodmark Corporation (AMWD) | 2.4 | $29M | 324k | 88.91 | |
| Viad (VVI) | 2.2 | $27M | 398k | 67.15 | |
| Grand Canyon Education (LOPE) | 2.0 | $24M | 245k | 98.20 | |
| Alamo (ALG) | 1.9 | $23M | 197k | 117.72 | |
| Ishares Russell 2000 Etf (IWM) | 1.9 | $23M | 149k | 151.34 | |
| ExlService Holdings (EXLS) | 1.9 | $23M | 337k | 66.96 | |
| Adtalem Global Ed (ATGE) | 1.9 | $23M | 590k | 38.09 | |
| Standard Motor Products (SMP) | 1.9 | $22M | 462k | 48.55 | |
| Columbia Banking System (COLB) | 1.9 | $22M | 603k | 36.90 | |
| Comfort Systems USA (FIX) | 1.7 | $20M | 447k | 44.23 | |
| Gibraltar Industries (ROCK) | 1.6 | $20M | 427k | 45.94 | |
| Malibu Boats (MBUU) | 1.6 | $20M | 637k | 30.68 | |
| Columbus McKinnon (CMCO) | 1.6 | $19M | 529k | 36.43 | |
| MKS Instruments (MKSI) | 1.5 | $18M | 189k | 92.28 | |
| Providence Service Corporation | 1.4 | $17M | 285k | 59.46 | |
| Supernus Pharmaceuticals (SUPN) | 1.3 | $15M | 551k | 27.48 | |
| Kulicke and Soffa Industries (KLIC) | 1.2 | $14M | 611k | 23.48 | |
| Neenah Paper | 1.1 | $14M | 207k | 65.12 | |
| Tetra Tech (TTEK) | 1.0 | $12M | 142k | 86.76 | |
| Hackett (HCKT) | 0.9 | $11M | 659k | 16.46 | |
| Lakeland Financial Corporation (LKFN) | 0.8 | $10M | 229k | 43.98 | |
| SPDR Gold Trust Etf (GLD) | 0.5 | $6.6M | 47k | 138.87 | |
| Sciplay Corp cl a | 0.5 | $6.0M | 563k | 10.70 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.3 | $3.0M | 78k | 38.94 |
