Neumeier Poma Investment Counsel as of Sept. 30, 2020
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 41 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hannon Armstrong (HASI) | 8.1 | $98M | 2.3M | 42.27 | |
| Helen Of Troy (HELE) | 5.1 | $62M | 318k | 193.52 | |
| Gibraltar Industries (ROCK) | 4.8 | $58M | 888k | 65.14 | |
| WNS | 4.4 | $54M | 843k | 63.96 | |
| Fabrinet (FN) | 4.4 | $54M | 849k | 63.03 | |
| Nextera Energy Partners (NEP) | 4.3 | $53M | 877k | 59.96 | |
| Lgi Homes (LGIH) | 3.7 | $45M | 389k | 116.17 | |
| Comfort Systems USA (FIX) | 3.7 | $45M | 867k | 51.51 | |
| Maximus (MMS) | 3.5 | $43M | 621k | 68.41 | |
| Providence Service Corporation | 2.9 | $36M | 383k | 92.91 | |
| Century Communities (CCS) | 2.9 | $35M | 822k | 42.33 | |
| Nv5 Holding (NVEE) | 2.8 | $34M | 637k | 52.77 | |
| Federal Signal Corporation (FSS) | 2.7 | $33M | 1.1M | 29.25 | |
| Verint Systems (VRNT) | 2.7 | $32M | 670k | 48.18 | |
| OSI Systems (OSIS) | 2.5 | $31M | 397k | 77.61 | |
| ExlService Holdings (EXLS) | 2.4 | $29M | 445k | 65.97 | |
| Kulicke and Soffa Industries (KLIC) | 2.3 | $28M | 1.2M | 22.40 | |
| InterDigital (IDCC) | 2.3 | $28M | 488k | 57.06 | |
| Mueller Water Products (MWA) | 2.2 | $26M | 2.5M | 10.39 | |
| Adtalem Global Ed (ATGE) | 2.1 | $26M | 1.1M | 24.54 | |
| Pacira Pharmaceuticals (PCRX) | 2.1 | $26M | 432k | 60.12 | |
| American Woodmark Corporation (AMWD) | 2.1 | $26M | 326k | 78.54 | |
| Atlantica Yield (AY) | 2.0 | $25M | 856k | 28.61 | |
| Tetra Tech (TTEK) | 1.9 | $23M | 242k | 95.50 | |
| Standard Motor Products (SMP) | 1.8 | $22M | 486k | 44.65 | |
| Alamo (ALG) | 1.8 | $22M | 199k | 108.03 | |
| MKS Instruments (MKSI) | 1.7 | $21M | 194k | 109.23 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 1.6 | $20M | 2.1M | 9.51 | |
| Tower Semiconductor (TSEM) | 1.6 | $20M | 1.1M | 18.22 | |
| AMN Healthcare Services (AMN) | 1.6 | $19M | 325k | 58.46 | |
| Columbus McKinnon (CMCO) | 1.5 | $18M | 550k | 33.10 | |
| Grand Canyon Education (LOPE) | 1.4 | $17M | 218k | 79.94 | |
| Lumentum Hldgs (LITE) | 1.4 | $17M | 228k | 75.13 | |
| Methode Electronics (MEI) | 1.3 | $16M | 559k | 28.50 | |
| Sciplay Corp cl a | 1.2 | $15M | 895k | 16.22 | |
| Lakeland Financial Corporation (LKFN) | 1.2 | $14M | 348k | 41.20 | |
| Steven Madden (SHOO) | 1.2 | $14M | 723k | 19.50 | |
| SPDR Gold Trust Etf (GLD) | 1.1 | $14M | 77k | 177.12 | |
| Ishares Russell 2000 Etf (IWM) | 0.6 | $7.3M | 49k | 149.80 | |
| First Financial Ban (FFBC) | 0.6 | $7.2M | 603k | 12.00 | |
| Columbia Banking System (COLB) | 0.5 | $5.6M | 237k | 23.85 |
