Neumeier Poma Investment Counsel as of Sept. 30, 2023
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 43 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comfort Systems USA (FIX) | 6.4 | $66M | 385k | 170.41 | |
| OSI Systems (OSIS) | 4.3 | $44M | 369k | 118.04 | |
| ICF International (ICFI) | 4.0 | $41M | 336k | 120.81 | |
| Federal Signal Corporation (FSS) | 3.7 | $38M | 630k | 59.73 | |
| Cbiz (CBZ) | 3.7 | $37M | 721k | 51.90 | |
| Veeco Instruments (VECO) | 3.6 | $37M | 1.3M | 28.11 | |
| WNS Holdings Spon Adr | 3.5 | $36M | 522k | 68.46 | |
| Fabrinet SHS (FN) | 3.5 | $36M | 214k | 166.62 | |
| Alamo (ALG) | 3.4 | $35M | 200k | 172.86 | |
| Tetra Tech (TTEK) | 3.4 | $34M | 226k | 152.03 | |
| Dycom Industries (DY) | 3.2 | $33M | 369k | 89.00 | |
| ExlService Holdings (EXLS) | 3.1 | $32M | 1.1M | 28.04 | |
| AMN Healthcare Services (AMN) | 3.0 | $31M | 363k | 85.18 | |
| Crane Holdings (CXT) | 2.9 | $30M | 531k | 55.57 | |
| InterDigital (IDCC) | 2.9 | $30M | 367k | 80.24 | |
| Inmode SHS (INMD) | 2.8 | $29M | 957k | 30.46 | |
| Visteon Corporation (VC) | 2.7 | $28M | 199k | 138.07 | |
| Steven Madden (SHOO) | 2.6 | $26M | 829k | 31.77 | |
| Atlantica Sustainable Infrastructure SHS | 2.5 | $25M | 1.3M | 19.10 | |
| Skyline Corporation (SKY) | 2.4 | $25M | 393k | 63.72 | |
| Nv5 Holding (NVEE) | 2.4 | $25M | 255k | 96.23 | |
| Century Communities (CCS) | 2.2 | $22M | 331k | 66.78 | |
| Myr (MYRG) | 2.1 | $21M | 157k | 134.76 | |
| McGrath Rent (MGRC) | 1.9 | $20M | 197k | 100.24 | |
| Harmony Biosciences Hldgs In (HRMY) | 1.9 | $20M | 596k | 32.77 | |
| Celestica | 1.9 | $19M | 787k | 24.52 | |
| Columbus McKinnon (CMCO) | 1.7 | $18M | 511k | 34.91 | |
| Meritage Homes Corporation (MTH) | 1.7 | $18M | 143k | 122.39 | |
| Fox Factory Hldg (FOXF) | 1.5 | $16M | 157k | 99.08 | |
| Cavco Industries (CVCO) | 1.5 | $15M | 57k | 265.66 | |
| Lakeland Financial Corporation (LKFN) | 1.4 | $14M | 302k | 47.46 | |
| Nextera Energy Partners (NEP) | 1.4 | $14M | 482k | 29.70 | |
| Tecnoglass Oro Shs (TGLS) | 1.4 | $14M | 420k | 32.96 | |
| FormFactor (FORM) | 1.3 | $14M | 395k | 34.94 | |
| Yeti Hldgs (YETI) | 1.3 | $14M | 283k | 48.22 | |
| Oxford Industries (OXM) | 1.3 | $13M | 134k | 96.13 | |
| Korn/Ferry International (KFY) | 1.2 | $12M | 250k | 47.44 | |
| Axcelis Technologies (ACLS) | 1.1 | $12M | 72k | 163.05 | |
| Hannon Armstrong (HASI) | 1.1 | $11M | 527k | 21.20 | |
| Pacira Pharmaceuticals (PCRX) | 0.8 | $8.1M | 266k | 30.68 | |
| Heritage-Crystal Clean | 0.8 | $7.7M | 171k | 45.35 | |
| Clearfield (CLFD) | 0.7 | $7.3M | 254k | 28.66 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.1 | $785k | 4.4k | 176.74 |
