Neumeier Poma Investment Counsel as of June 30, 2021
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 41 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kulicke and Soffa Industries (KLIC) | 4.7 | $80M | 1.3M | 61.20 | |
| Hannon Armstrong (HASI) | 4.5 | $77M | 1.4M | 56.15 | |
| Modivcare (MODV) | 4.5 | $76M | 448k | 170.07 | |
| Fabrinet (FN) | 4.2 | $72M | 751k | 95.87 | |
| Comfort Systems USA (FIX) | 4.0 | $68M | 862k | 78.79 | |
| WNS | 3.9 | $67M | 838k | 79.87 | |
| Nv5 Holding (NVEE) | 3.5 | $60M | 633k | 94.51 | |
| Maximus (MMS) | 3.4 | $59M | 667k | 87.97 | |
| Helen Of Troy (HELE) | 3.4 | $58M | 256k | 228.12 | |
| ExlService Holdings (EXLS) | 3.2 | $54M | 511k | 106.26 | |
| Gibraltar Industries (ROCK) | 3.0 | $51M | 668k | 76.31 | |
| Century Communities (CCS) | 2.8 | $47M | 707k | 66.54 | |
| MKS Instruments (MKSI) | 2.7 | $47M | 263k | 177.95 | |
| Federal Signal Corporation (FSS) | 2.7 | $46M | 1.1M | 40.23 | |
| Steven Madden (SHOO) | 2.6 | $45M | 1.0M | 43.76 | |
| Nextera Energy Partners (NEP) | 2.6 | $44M | 577k | 76.36 | |
| OSI Systems (OSIS) | 2.6 | $44M | 431k | 101.64 | |
| InterDigital (IDCC) | 2.5 | $43M | 585k | 73.03 | |
| Pacira Pharmaceuticals (PCRX) | 2.3 | $39M | 647k | 60.68 | |
| Atlantica Yield (AY) | 2.3 | $39M | 1.0M | 37.22 | |
| Methode Electronics (MEI) | 2.2 | $38M | 762k | 49.21 | |
| Tower Semiconductor (TSEM) | 2.2 | $37M | 1.2M | 29.43 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 2.1 | $37M | 2.5M | 14.61 | |
| Mueller Water Products (MWA) | 2.1 | $37M | 2.5M | 14.42 | |
| AMN Healthcare Services (AMN) | 2.1 | $36M | 371k | 96.98 | |
| Tetra Tech (TTEK) | 2.1 | $36M | 293k | 122.04 | |
| Korn/Ferry International (KFY) | 2.1 | $36M | 489k | 72.55 | |
| Columbus McKinnon (CMCO) | 1.8 | $31M | 646k | 48.24 | |
| Ishares Russell 2000 Etf (IWM) | 1.8 | $31M | 134k | 229.37 | |
| Myr (MYRG) | 1.8 | $30M | 333k | 90.92 | |
| Alamo (ALG) | 1.7 | $30M | 195k | 152.68 | |
| Lakeland Financial Corporation (LKFN) | 1.7 | $29M | 471k | 61.64 | |
| Veeco Instruments (VECO) | 1.7 | $29M | 1.2M | 24.04 | |
| Lumentum Hldgs (LITE) | 1.3 | $23M | 278k | 82.03 | |
| Lgi Homes (LGIH) | 1.3 | $22M | 134k | 161.94 | |
| Sciplay Corp cl a | 1.2 | $21M | 1.3M | 16.95 | |
| Adtalem Global Ed (ATGE) | 1.2 | $21M | 582k | 35.64 | |
| FormFactor (FORM) | 1.2 | $21M | 569k | 36.46 | |
| Grand Canyon Education (LOPE) | 1.2 | $20M | 220k | 89.97 | |
| Verint Systems (VRNT) | 1.1 | $19M | 425k | 45.07 | |
| American Woodmark Corporation (AMWD) | 0.8 | $14M | 169k | 81.69 |
