Neumeier Poma Investment Counsel as of June 30, 2023
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 42 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comfort Systems USA (FIX) | 6.0 | $65M | 398k | 164.20 | |
| Federal Signal Corporation (FSS) | 4.2 | $46M | 713k | 64.03 | |
| OSI Systems (OSIS) | 3.9 | $43M | 363k | 117.83 | |
| InterDigital (IDCC) | 3.8 | $41M | 428k | 96.55 | |
| AMN Healthcare Services (AMN) | 3.5 | $39M | 354k | 109.12 | |
| Tetra Tech (TTEK) | 3.5 | $38M | 233k | 163.74 | |
| WNS Holdings Spon Adr | 3.4 | $38M | 511k | 73.72 | |
| Dycom Industries (DY) | 3.4 | $38M | 331k | 113.65 | |
| Cbiz (CBZ) | 3.4 | $37M | 702k | 53.28 | |
| Alamo (ALG) | 3.3 | $36M | 196k | 183.91 | |
| Visteon Corporation (VC) | 3.2 | $35M | 245k | 143.61 | |
| Inmode SHS (INMD) | 3.2 | $35M | 929k | 37.35 | |
| ExlService Holdings (EXLS) | 3.1 | $33M | 221k | 151.06 | |
| Veeco Instruments (VECO) | 3.0 | $33M | 1.3M | 25.68 | |
| Fabrinet SHS (FN) | 3.0 | $33M | 253k | 129.88 | |
| Atlantica Sustainable Infrastructure SHS | 2.8 | $31M | 1.3M | 23.44 | |
| Meritage Homes Corporation (MTH) | 2.7 | $29M | 204k | 142.27 | |
| Century Communities (CCS) | 2.6 | $28M | 367k | 76.62 | |
| Nextera Energy Partners (NEP) | 2.6 | $28M | 476k | 58.64 | |
| Nv5 Holding (NVEE) | 2.5 | $28M | 249k | 110.77 | |
| Steven Madden (SHOO) | 2.4 | $26M | 805k | 32.69 | |
| Axcelis Technologies (ACLS) | 2.4 | $26M | 142k | 183.33 | |
| ICF International (ICFI) | 2.3 | $26M | 205k | 124.39 | |
| Skyline Corporation (SKY) | 2.3 | $25M | 387k | 65.45 | |
| Harmony Biosciences Hldgs In (HRMY) | 2.0 | $22M | 636k | 35.19 | |
| Hannon Armstrong (HASI) | 2.0 | $22M | 883k | 25.00 | |
| Cavco Industries (CVCO) | 2.0 | $21M | 72k | 295.00 | |
| Columbus McKinnon (CMCO) | 1.8 | $20M | 497k | 40.65 | |
| Myr (MYRG) | 1.8 | $20M | 145k | 138.34 | |
| Clearfield (CLFD) | 1.7 | $19M | 397k | 47.35 | |
| Fox Factory Hldg (FOXF) | 1.5 | $17M | 152k | 108.51 | |
| Lakeland Financial Corporation (LKFN) | 1.3 | $14M | 292k | 48.52 | |
| FormFactor (FORM) | 1.2 | $13M | 383k | 34.22 | |
| McGrath Rent (MGRC) | 1.2 | $13M | 140k | 92.48 | |
| Oxford Industries (OXM) | 1.2 | $13M | 131k | 98.42 | |
| Korn/Ferry International (KFY) | 1.1 | $12M | 243k | 49.54 | |
| Yeti Hldgs (YETI) | 1.0 | $11M | 275k | 38.84 | |
| Pacira Pharmaceuticals (PCRX) | 0.9 | $10M | 250k | 40.07 | |
| Crane Holdings (CXT) | 0.8 | $9.0M | 159k | 56.44 | |
| Tecnoglass Oro Shs (TGLS) | 0.7 | $8.1M | 156k | 51.66 | |
| Methode Electronics (MEI) | 0.7 | $7.9M | 236k | 33.52 | |
| First Merchants Corporation (FRME) | 0.5 | $5.0M | 178k | 28.23 |
