Neumeier Poma Investment Counsel as of Sept. 30, 2022
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 42 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comfort Systems USA (FIX) | 5.8 | $58M | 598k | 97.33 | |
| Fabrinet (FN) | 5.4 | $54M | 567k | 95.45 | |
| WNS | 4.8 | $48M | 588k | 81.84 | |
| Nv5 Holding (NVEE) | 4.7 | $48M | 384k | 123.82 | |
| Clearfield (CLFD) | 3.9 | $39M | 372k | 104.64 | |
| ExlService Holdings (EXLS) | 3.8 | $39M | 261k | 147.36 | |
| Myr (MYRG) | 3.8 | $38M | 448k | 84.73 | |
| AMN Healthcare Services (AMN) | 3.6 | $37M | 347k | 105.96 | |
| Steven Madden (SHOO) | 3.3 | $33M | 1.2M | 26.67 | |
| Dycom Industries (DY) | 3.2 | $32M | 337k | 95.53 | |
| Tetra Tech (TTEK) | 3.2 | $32M | 250k | 128.53 | |
| Visteon Corporation (VC) | 3.1 | $31M | 296k | 106.06 | |
| Atlantica Yield (AY) | 3.0 | $30M | 1.1M | 26.30 | |
| Federal Signal Corporation (FSS) | 2.9 | $29M | 785k | 37.32 | |
| Harmony Biosciences Hldgs In (HRMY) | 2.8 | $28M | 637k | 44.29 | |
| Century Communities (CCS) | 2.5 | $26M | 600k | 42.78 | |
| Korn/Ferry International (KFY) | 2.4 | $25M | 526k | 46.95 | |
| Nextera Energy Partners (NEP) | 2.4 | $25M | 342k | 72.31 | |
| OSI Systems (OSIS) | 2.4 | $25M | 340k | 72.06 | |
| Lakeland Financial Corporation (LKFN) | 2.4 | $24M | 326k | 72.81 | |
| Veeco Instruments (VECO) | 2.3 | $24M | 1.3M | 18.32 | |
| Tower Semiconductor (TSEM) | 2.2 | $23M | 515k | 43.94 | |
| Hannon Armstrong (HASI) | 1.9 | $19M | 640k | 29.93 | |
| Lumentum Hldgs (LITE) | 1.9 | $19M | 278k | 68.57 | |
| Skyline Corporation (SKY) | 1.9 | $19M | 357k | 52.87 | |
| Alamo (ALG) | 1.7 | $17M | 142k | 122.27 | |
| InterDigital (IDCC) | 1.7 | $17M | 429k | 40.42 | |
| Columbus McKinnon (CMCO) | 1.6 | $16M | 604k | 26.16 | |
| Columbia Banking System (COLB) | 1.5 | $16M | 540k | 28.89 | |
| First Merchants Corporation (FRME) | 1.4 | $15M | 375k | 38.68 | |
| Cavco Industries (CVCO) | 1.4 | $14M | 69k | 205.76 | |
| Pacira Pharmaceuticals (PCRX) | 1.4 | $14M | 264k | 53.19 | |
| Verint Systems (VRNT) | 1.4 | $14M | 413k | 33.58 | |
| FormFactor (FORM) | 1.3 | $13M | 507k | 25.05 | |
| Methode Electronics (MEI) | 1.2 | $12M | 314k | 37.15 | |
| Inmode Ltd. Inmd (INMD) | 1.1 | $11M | 389k | 29.11 | |
| Fox Factory Hldg (FOXF) | 1.0 | $11M | 133k | 79.08 | |
| Helen Of Troy (HELE) | 0.9 | $9.3M | 96k | 96.44 | |
| Cbiz (CBZ) | 0.8 | $8.1M | 189k | 42.78 | |
| Modivcare (MODV) | 0.8 | $8.1M | 81k | 99.68 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.6 | $6.4M | 844k | 7.58 | |
| Mueller Water Products (MWA) | 0.6 | $6.3M | 614k | 10.27 |
