Neumeier Poma Investment Counsel as of March 31, 2023
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 42 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comfort Systems USA (FIX) | 5.8 | $62M | 426k | 145.96 | |
| Fabrinet SHS (FN) | 5.0 | $54M | 452k | 118.76 | |
| WNS Holdings Spon Adr | 4.9 | $52M | 562k | 93.17 | |
| Visteon Corporation (VC) | 4.2 | $45M | 287k | 156.83 | |
| Federal Signal Corporation (FSS) | 3.8 | $41M | 757k | 54.21 | |
| ExlService Holdings (EXLS) | 3.7 | $39M | 243k | 161.83 | |
| Atlantica Sustainable Infrastructure SHS (AY) | 3.5 | $38M | 1.3M | 29.56 | |
| OSI Systems (OSIS) | 3.4 | $37M | 359k | 102.36 | |
| Tetra Tech (TTEK) | 3.4 | $37M | 249k | 146.91 | |
| Axcelis Technologies (ACLS) | 3.2 | $34M | 258k | 133.25 | |
| Alamo (ALG) | 3.2 | $34M | 184k | 184.16 | |
| Cbiz (CBZ) | 3.1 | $34M | 682k | 49.49 | |
| InterDigital (IDCC) | 2.9 | $31M | 429k | 72.90 | |
| Skyline Corporation (SKY) | 2.9 | $31M | 412k | 75.23 | |
| Steven Madden (SHOO) | 2.8 | $30M | 831k | 36.00 | |
| AMN Healthcare Services (AMN) | 2.6 | $28M | 342k | 82.96 | |
| Nv5 Holding (NVEE) | 2.5 | $27M | 262k | 103.97 | |
| Veeco Instruments (VECO) | 2.5 | $27M | 1.3M | 21.13 | |
| Fox Factory Hldg (FOXF) | 2.5 | $27M | 220k | 121.37 | |
| Hannon Armstrong (HASI) | 2.4 | $26M | 900k | 28.60 | |
| Inmode SHS (INMD) | 2.3 | $25M | 782k | 31.96 | |
| Cavco Industries (CVCO) | 2.2 | $24M | 76k | 317.74 | |
| Harmony Biosciences Hldgs In (HRMY) | 2.1 | $22M | 679k | 32.65 | |
| Dycom Industries (DY) | 2.0 | $22M | 232k | 93.65 | |
| Lakeland Financial Corporation (LKFN) | 1.9 | $20M | 325k | 62.64 | |
| Meritage Homes Corporation (MTH) | 1.9 | $20M | 174k | 116.76 | |
| Century Communities (CCS) | 1.9 | $20M | 316k | 63.92 | |
| Nextera Energy Partners (NEP) | 1.8 | $20M | 322k | 60.75 | |
| Clearfield (CLFD) | 1.8 | $19M | 415k | 46.58 | |
| Myr (MYRG) | 1.8 | $19M | 149k | 126.01 | |
| Columbus McKinnon (CMCO) | 1.6 | $17M | 466k | 37.16 | |
| Oxford Industries (OXM) | 1.3 | $14M | 132k | 105.59 | |
| First Merchants Corporation (FRME) | 1.3 | $14M | 412k | 32.95 | |
| Methode Electronics (MEI) | 1.2 | $13M | 295k | 43.88 | |
| Korn/Ferry International (KFY) | 1.2 | $13M | 249k | 51.74 | |
| FormFactor (FORM) | 1.1 | $12M | 381k | 31.85 | |
| Yeti Hldgs (YETI) | 1.0 | $11M | 275k | 40.00 | |
| Pacira Pharmaceuticals (PCRX) | 1.0 | $11M | 258k | 40.81 | |
| Tower Semiconductor SHS (TSEM) | 1.0 | $10M | 240k | 42.47 | |
| Modivcare (MODV) | 0.6 | $6.6M | 79k | 84.08 | |
| ICF International (ICFI) | 0.4 | $4.7M | 43k | 109.70 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.2 | $2.0M | 11k | 178.40 |
