Neumeier Poma Investment Counsel as of June 30, 2020
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 40 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hannon Armstrong (HASI) | 7.2 | $80M | 2.8M | 28.46 | |
| Helen Of Troy (HELE) | 5.4 | $60M | 316k | 188.56 | |
| Fabrinet (FN) | 4.6 | $52M | 826k | 62.42 | |
| Lgi Homes (LGIH) | 4.2 | $47M | 531k | 88.03 | |
| WNS | 4.2 | $46M | 839k | 54.98 | |
| Nextera Energy Partners (NEP) | 4.0 | $44M | 867k | 51.28 | |
| Maximus (MMS) | 3.9 | $43M | 609k | 70.45 | |
| Gibraltar Industries (ROCK) | 3.8 | $43M | 888k | 48.01 | |
| Federal Signal Corporation (FSS) | 3.0 | $33M | 1.1M | 29.73 | |
| Adtalem Global Ed (ATGE) | 3.0 | $33M | 1.1M | 31.15 | |
| Nv5 Holding (NVEE) | 3.0 | $33M | 646k | 50.83 | |
| Lumentum Hldgs (LITE) | 2.9 | $32M | 393k | 81.43 | |
| Comfort Systems USA (FIX) | 2.8 | $32M | 773k | 40.75 | |
| Verint Systems (VRNT) | 2.7 | $30M | 666k | 45.18 | |
| MKS Instruments (MKSI) | 2.7 | $30M | 265k | 113.24 | |
| OSI Systems (OSIS) | 2.6 | $29M | 391k | 74.64 | |
| Providence Service Corporation | 2.3 | $26M | 329k | 78.91 | |
| Kulicke and Soffa Industries (KLIC) | 2.3 | $26M | 1.2M | 20.83 | |
| Century Communities (CCS) | 2.3 | $25M | 817k | 30.66 | |
| American Woodmark Corporation (AMWD) | 2.2 | $25M | 324k | 75.65 | |
| Atlantica Yield (AY) | 2.2 | $25M | 841k | 29.10 | |
| ExlService Holdings (EXLS) | 2.2 | $24M | 383k | 63.40 | |
| Mueller Water Products (MWA) | 2.2 | $24M | 2.5M | 9.43 | |
| Steven Madden (SHOO) | 2.1 | $23M | 945k | 24.69 | |
| Tower Semiconductor (TSEM) | 1.8 | $20M | 1.1M | 19.09 | |
| Alamo (ALG) | 1.8 | $20M | 199k | 102.64 | |
| InterDigital (IDCC) | 1.8 | $20M | 352k | 56.63 | |
| Grand Canyon Education (LOPE) | 1.8 | $20M | 217k | 90.53 | |
| Tetra Tech (TTEK) | 1.7 | $19M | 241k | 79.12 | |
| Columbus McKinnon (CMCO) | 1.7 | $18M | 550k | 33.45 | |
| Standard Motor Products (SMP) | 1.6 | $18M | 437k | 41.20 | |
| Methode Electronics (MEI) | 1.6 | $17M | 557k | 31.26 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 1.5 | $17M | 1.8M | 9.26 | |
| Lakeland Financial Corporation (LKFN) | 1.4 | $16M | 342k | 46.59 | |
| AMN Healthcare Services (AMN) | 1.4 | $15M | 336k | 45.24 | |
| Columbia Banking System (COLB) | 1.1 | $12M | 430k | 28.35 | |
| First Financial Ban (FFBC) | 0.9 | $11M | 755k | 13.89 | |
| Sciplay Corp cl a | 0.8 | $8.5M | 576k | 14.83 | |
| Malibu Boats (MBUU) | 0.7 | $8.1M | 155k | 51.95 | |
| SPDR Gold Trust Etf (GLD) | 0.6 | $6.8M | 41k | 167.36 |
