Neumeier Poma Investment Counsel as of Dec. 31, 2019
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 41 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hannon Armstrong (HASI) | 5.8 | $76M | 2.4M | 32.18 | |
| WNS | 5.0 | $65M | 988k | 66.15 | |
| Steven Madden (SHOO) | 4.8 | $62M | 1.4M | 43.01 | |
| Lumentum Hldgs (LITE) | 4.3 | $57M | 713k | 79.30 | |
| Helen Of Troy (HELE) | 4.3 | $56M | 314k | 179.79 | |
| Fabrinet (FN) | 3.7 | $48M | 744k | 64.84 | |
| PacWest Ban | 3.4 | $45M | 1.2M | 38.27 | |
| Federal Signal Corporation (FSS) | 3.4 | $44M | 1.4M | 32.25 | |
| First Financial Ban (FFBC) | 3.3 | $43M | 1.7M | 25.44 | |
| Verint Systems (VRNT) | 3.2 | $42M | 767k | 55.36 | |
| Maximus (MMS) | 3.1 | $40M | 542k | 74.39 | |
| OSI Systems (OSIS) | 3.1 | $40M | 397k | 100.74 | |
| Lgi Homes (LGIH) | 2.8 | $37M | 521k | 70.65 | |
| Comfort Systems USA (FIX) | 2.7 | $35M | 711k | 49.85 | |
| American Woodmark Corporation (AMWD) | 2.6 | $34M | 324k | 104.51 | |
| Sanmina (SANM) | 2.5 | $33M | 968k | 34.24 | |
| AMN Healthcare Services (AMN) | 2.5 | $33M | 527k | 62.31 | |
| Mueller Water Products (MWA) | 2.5 | $33M | 2.7M | 11.98 | |
| Columbia Banking System (COLB) | 2.4 | $31M | 764k | 40.69 | |
| Adtalem Global Ed (ATGE) | 2.3 | $30M | 843k | 34.97 | |
| Nextera Energy Partners (NEP) | 2.2 | $28M | 538k | 52.65 | |
| Nv5 Holding (NVEE) | 2.1 | $27M | 543k | 50.45 | |
| Viad (VVI) | 2.1 | $27M | 404k | 67.50 | |
| MKS Instruments (MKSI) | 2.0 | $26M | 240k | 110.01 | |
| Malibu Boats (MBUU) | 2.0 | $26M | 636k | 40.95 | |
| Alamo (ALG) | 1.9 | $25M | 198k | 125.55 | |
| Standard Motor Products (SMP) | 1.9 | $25M | 460k | 53.22 | |
| Columbus McKinnon (CMCO) | 1.8 | $24M | 590k | 40.03 | |
| ExlService Holdings (EXLS) | 1.8 | $24M | 340k | 69.46 | |
| Grand Canyon Education (LOPE) | 1.8 | $24M | 245k | 95.79 | |
| Gibraltar Industries (ROCK) | 1.8 | $23M | 453k | 50.44 | |
| Kulicke and Soffa Industries (KLIC) | 1.5 | $20M | 732k | 27.20 | |
| iShares Russell 2000 Index (IWM) | 1.5 | $20M | 118k | 165.67 | |
| Kemet Corporation Cmn | 1.3 | $18M | 647k | 27.05 | |
| Providence Service Corporation | 1.3 | $17M | 285k | 59.18 | |
| Tower Semiconductor (TSEM) | 1.1 | $15M | 612k | 24.06 | |
| Neenah Paper | 1.1 | $15M | 207k | 70.43 | |
| Tetra Tech (TTEK) | 0.9 | $12M | 142k | 86.16 | |
| Lakeland Financial Corporation (LKFN) | 0.9 | $12M | 248k | 48.93 | |
| Sciplay Corp cl a | 0.5 | $6.9M | 563k | 12.29 | |
| SPDR Gold Trust (GLD) | 0.5 | $6.8M | 47k | 142.91 |
