Neumeier Poma Investment Counsel as of March 31, 2020
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 41 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hannon Armstrong (HASI) | 5.7 | $55M | 2.7M | 20.41 | |
| Helen Of Troy (HELE) | 4.7 | $45M | 314k | 144.03 | |
| Fabrinet (FN) | 4.5 | $44M | 807k | 54.56 | |
| Lumentum Hldgs (LITE) | 4.2 | $41M | 556k | 73.70 | |
| WNS | 4.2 | $40M | 939k | 42.98 | |
| Gibraltar Industries (ROCK) | 3.9 | $38M | 876k | 42.92 | |
| Steven Madden (SHOO) | 3.7 | $36M | 1.5M | 23.23 | |
| Federal Signal Corporation (FSS) | 3.6 | $35M | 1.3M | 27.28 | |
| Maximus (MMS) | 3.5 | $34M | 584k | 58.20 | |
| Verint Systems (VRNT) | 3.4 | $33M | 761k | 43.00 | |
| Nextera Energy Partners (NEP) | 3.2 | $31M | 730k | 43.00 | |
| AMN Healthcare Services (AMN) | 3.0 | $29M | 507k | 57.81 | |
| OSI Systems (OSIS) | 2.7 | $27M | 386k | 68.92 | |
| Nv5 Holding (NVEE) | 2.7 | $27M | 644k | 41.29 | |
| Comfort Systems USA (FIX) | 2.7 | $26M | 722k | 36.55 | |
| Lgi Homes (LGIH) | 2.5 | $24M | 529k | 45.15 | |
| Adtalem Global Ed (ATGE) | 2.3 | $23M | 840k | 26.79 | |
| Kulicke and Soffa Industries (KLIC) | 2.3 | $22M | 1.1M | 20.87 | |
| Columbia Banking System (COLB) | 2.3 | $22M | 816k | 26.80 | |
| MKS Instruments (MKSI) | 2.2 | $22M | 265k | 81.45 | |
| First Financial Ban (FFBC) | 2.2 | $21M | 1.4M | 14.91 | |
| Mueller Water Products (MWA) | 2.1 | $20M | 2.5M | 8.01 | |
| ExlService Holdings (EXLS) | 2.1 | $20M | 383k | 52.03 | |
| Grand Canyon Education (LOPE) | 1.9 | $19M | 245k | 76.28 | |
| Standard Motor Products (SMP) | 1.9 | $18M | 440k | 41.57 | |
| Malibu Boats (MBUU) | 1.9 | $18M | 632k | 28.79 | |
| Kemet Corporation Cmn | 1.8 | $18M | 739k | 24.16 | |
| Methode Electronics (MEI) | 1.8 | $18M | 664k | 26.43 | |
| Alamo (ALG) | 1.8 | $18M | 198k | 88.78 | |
| Tetra Tech (TTEK) | 1.7 | $17M | 236k | 70.62 | |
| PacWest Ban | 1.6 | $15M | 859k | 17.92 | |
| Tower Semiconductor (TSEM) | 1.6 | $15M | 946k | 15.92 | |
| American Woodmark Corporation (AMWD) | 1.5 | $15M | 323k | 45.57 | |
| Sanmina (SANM) | 1.5 | $14M | 523k | 27.28 | |
| Columbus McKinnon (CMCO) | 1.4 | $14M | 550k | 25.00 | |
| Providence Service Corporation | 1.3 | $12M | 223k | 54.88 | |
| SPDR Gold Trust (GLD) | 1.2 | $12M | 77k | 148.05 | |
| First Merchants Corporation (FRME) | 1.1 | $10M | 390k | 26.49 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 1.0 | $10M | 1.2M | 8.30 | |
| Lakeland Financial Corporation (LKFN) | 1.0 | $9.4M | 257k | 36.75 | |
| Sciplay Corp cl a | 0.6 | $5.4M | 562k | 9.53 |
