Neumeier Poma Investment Counsel as of June 30, 2022
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 43 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ExlService Holdings (EXLS) | 4.7 | $61M | 411k | 147.33 | |
| Comfort Systems USA (FIX) | 4.6 | $59M | 715k | 83.15 | |
| Myr (MYRG) | 4.5 | $58M | 658k | 88.13 | |
| Fabrinet (FN) | 4.3 | $55M | 675k | 81.10 | |
| WNS | 4.2 | $53M | 713k | 74.64 | |
| Nv5 Holding (NVEE) | 3.8 | $49M | 416k | 116.74 | |
| Hannon Armstrong (HASI) | 3.7 | $47M | 1.3M | 37.86 | |
| Steven Madden (SHOO) | 3.6 | $47M | 1.4M | 32.21 | |
| AMN Healthcare Services (AMN) | 3.5 | $44M | 404k | 109.71 | |
| Atlantica Yield (AY) | 3.3 | $43M | 1.3M | 32.26 | |
| Korn/Ferry International (KFY) | 3.1 | $40M | 681k | 58.02 | |
| Medifast (MED) | 2.9 | $37M | 207k | 180.51 | |
| InterDigital (IDCC) | 2.9 | $37M | 614k | 60.80 | |
| OSI Systems (OSIS) | 2.9 | $37M | 435k | 85.44 | |
| Veeco Instruments (VECO) | 2.6 | $33M | 1.7M | 19.40 | |
| Tetra Tech (TTEK) | 2.5 | $32M | 236k | 136.55 | |
| Federal Signal Corporation (FSS) | 2.5 | $32M | 900k | 35.60 | |
| Century Communities (CCS) | 2.5 | $32M | 712k | 44.97 | |
| Helen Of Troy (HELE) | 2.3 | $30M | 182k | 162.41 | |
| Tower Semiconductor (TSEM) | 2.2 | $28M | 615k | 46.18 | |
| Mueller Water Products (MWA) | 2.1 | $28M | 2.3M | 11.73 | |
| Lumentum Hldgs (LITE) | 2.0 | $26M | 330k | 79.42 | |
| Nextera Energy Partners (NEP) | 2.0 | $26M | 349k | 74.16 | |
| Lakeland Financial Corporation (LKFN) | 2.0 | $26M | 388k | 66.42 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 2.0 | $25M | 1.9M | 13.11 | |
| FormFactor (FORM) | 2.0 | $25M | 647k | 38.73 | |
| Methode Electronics (MEI) | 1.9 | $25M | 671k | 37.04 | |
| Columbus McKinnon (CMCO) | 1.8 | $23M | 799k | 28.37 | |
| Verint Systems (VRNT) | 1.7 | $22M | 507k | 42.35 | |
| Maximus (MMS) | 1.6 | $21M | 329k | 62.51 | |
| Pacira Pharmaceuticals (PCRX) | 1.6 | $20M | 350k | 58.30 | |
| Alamo (ALG) | 1.6 | $20M | 172k | 116.43 | |
| Columbia Banking System (COLB) | 1.5 | $20M | 690k | 28.65 | |
| Skyline Corporation (SKY) | 1.5 | $19M | 401k | 47.42 | |
| Harmony Biosciences Hldgs In (HRMY) | 1.5 | $19M | 386k | 48.77 | |
| First Merchants Corporation (FRME) | 1.2 | $15M | 418k | 35.62 | |
| Cavco Industries (CVCO) | 1.0 | $12M | 62k | 195.99 | |
| Dycom Industries (DY) | 0.9 | $12M | 130k | 93.04 | |
| Clearfield (CLFD) | 0.9 | $11M | 180k | 61.95 | |
| MKS Instruments (MKSI) | 0.8 | $10M | 100k | 102.63 | |
| Kulicke and Soffa Industries (KLIC) | 0.6 | $8.1M | 190k | 42.81 | |
| Modivcare (MODV) | 0.6 | $7.9M | 94k | 84.50 | |
| Ishares Russell 2000 Etf (IWM) | 0.4 | $5.1M | 30k | 169.36 |
