$383 Million is the total value of NEUMEIER POMA INVESTMENT COUNSEL LLC's 36 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OZRK | New | Bank Of The Ozarks | $20,620,000 | – | 475,875 | +100.0% | 5.38% | – |
| OFG | New | OFG Bancorp | $20,462,000 | – | 1,129,899 | +100.0% | 5.34% | – |
| JKHY | New | Jack Henry & Associates Inc. | $18,170,000 | – | 385,525 | +100.0% | 4.74% | – |
| QCOR | New | Questcor Pharmaceuticals | $16,659,000 | – | 366,625 | +100.0% | 4.35% | – |
| UMBF | New | UMB Financial Corp. | $16,535,000 | – | 297,025 | +100.0% | 4.32% | – |
| AFSI | New | Amtrust Financial Service | $14,970,000 | – | 419,325 | +100.0% | 3.91% | – |
| UTEK | New | Ultratech Inc. | $14,684,000 | – | 399,900 | +100.0% | 3.83% | – |
| ACTG | New | Acacia Research | $13,828,000 | – | 618,700 | +100.0% | 3.61% | – |
| DRC | New | Dresser-Rand Group Inc. | $13,311,000 | – | 221,925 | +100.0% | 3.47% | – |
| SNTS | New | Santarus Inc. | $13,184,000 | – | 626,300 | +100.0% | 3.44% | – |
| SHOO | New | Steven Madden, Ltd. | $12,925,000 | – | 267,164 | +100.0% | 3.37% | – |
| TUP | New | Tupperware Brands Corp. | $12,556,000 | – | 161,620 | +100.0% | 3.28% | – |
| SNA | New | Snap-On Incorporated | $12,547,000 | – | 140,375 | +100.0% | 3.27% | – |
| WAB | New | Wabtec Corporation | $12,511,000 | – | 234,150 | +100.0% | 3.26% | – |
| STN | New | Stantec Inc. | $12,116,000 | – | 286,100 | +100.0% | 3.16% | – |
| COHR | New | Coherent Inc. | $11,873,000 | – | 215,600 | +100.0% | 3.10% | – |
| SIRO | New | Sirona Dental Systems Inc. | $11,027,000 | – | 167,375 | +100.0% | 2.88% | – |
| SCS | New | Steelcase Inc. | $10,974,000 | – | 752,675 | +100.0% | 2.86% | – |
| THO | New | Thor Industries Inc. | $10,620,000 | – | 215,950 | +100.0% | 2.77% | – |
| PACW | New | Pacwest Bancorp | $10,319,000 | – | 336,675 | +100.0% | 2.69% | – |
| HAE | New | Haemonetics Corporation | $10,140,000 | – | 245,225 | +100.0% | 2.65% | – |
| MMS | New | Maximus Inc. | $9,174,000 | – | 123,175 | +100.0% | 2.39% | – |
| IPGP | New | IPG Photonics Corp. | $8,874,000 | – | 146,130 | +100.0% | 2.32% | – |
| TILE | New | Interface Inc. | $8,827,000 | – | 520,165 | +100.0% | 2.30% | – |
| ECOL | New | US Ecology Inc. | $8,515,000 | – | 310,300 | +100.0% | 2.22% | – |
| FEIC | New | FEI Company | $8,378,000 | – | 114,740 | +100.0% | 2.19% | – |
| FFBC | New | First Financial Bancorp | $7,952,000 | – | 533,675 | +100.0% | 2.08% | – |
| GTLS | New | Chart Industries Inc. | $7,711,000 | – | 81,955 | +100.0% | 2.01% | – |
| ENS | New | Enersys | $7,487,000 | – | 152,675 | +100.0% | 1.95% | – |
| PIR | New | Pier 1 Imports, Inc. | $6,802,000 | – | 289,550 | +100.0% | 1.78% | – |
| IOSP | New | Innospec Inc. | $4,050,000 | – | 100,800 | +100.0% | 1.06% | – |
| VECO | New | Veeco Instruments Inc. | $3,603,000 | – | 101,750 | +100.0% | 0.94% | – |
| CVGW | New | Calavo Growers Inc. | $3,102,000 | – | 114,075 | +100.0% | 0.81% | – |
| GLD | New | SPDR Gold Trustetf | $3,024,000 | – | 25,388 | +100.0% | 0.79% | – |
| CAMP | New | Calamp Corp. | $2,989,000 | – | 204,750 | +100.0% | 0.78% | – |
| IWM | New | Ishares Russell 2000etf | $2,720,000 | – | 28,000 | +100.0% | 0.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Steven Madden LTD. | 42 | Q3 2023 | 4.8% |
| OSI Systems Inc. | 39 | Q3 2023 | 4.3% |
| Maximus Inc. | 37 | Q2 2022 | 4.2% |
| iShares Russell 2000 ETF | 37 | Q3 2023 | 2.8% |
| Lakeland Financial Corp. | 36 | Q3 2023 | 3.4% |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | 35 | Q3 2023 | 8.1% |
| MKS Instruments Inc. | 34 | Q2 2022 | 4.4% |
| AMN Health Care Services Inc. | 31 | Q3 2023 | 4.5% |
| Fabrinet | 30 | Q3 2023 | 5.5% |
| First Financial Bancorp | 30 | Q3 2020 | 3.8% |
View NEUMEIER POMA INVESTMENT COUNSEL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-10 |
View NEUMEIER POMA INVESTMENT COUNSEL LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.