$858 Million is the total value of NEUMEIER POMA INVESTMENT COUNSEL LLC's 37 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 27.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SUPN | Buy | Supernus Pharmaceuticals Inc. | $38,391,000 | +40.0% | 890,740 | +1.6% | 4.48% | +36.6% |
| WNS | Buy | WNS Holdings LTD. | $38,240,000 | +33.0% | 1,112,925 | +10.8% | 4.46% | +29.8% |
| AMN | Buy | AMN Health Care Services Inc. | $33,115,000 | +12.5% | 848,010 | +17.0% | 3.86% | +9.8% |
| FIX | Buy | Comfort Systems USA | $32,233,000 | +35.9% | 868,825 | +34.3% | 3.76% | +32.6% |
| OSIS | Buy | OSI Systems Inc. | $31,173,000 | +14.7% | 414,815 | +11.4% | 3.63% | +11.9% |
| APOG | Buy | Apogee Enterprises Inc. | $24,646,000 | +12.3% | 433,600 | +17.8% | 2.87% | +9.6% |
| SHOO | Buy | Steven Madden Ltd. | $22,780,000 | +39.0% | 570,203 | +34.1% | 2.66% | +35.6% |
| CBM | Buy | Cambrex Corp | $21,736,000 | +29.0% | 363,775 | +18.8% | 2.53% | +25.8% |
| PACW | Buy | Pacwest Bancorp | $18,807,000 | -11.3% | 402,725 | +1.1% | 2.19% | -13.5% |
| IPGP | Buy | IPG Photonics Corp. | $14,372,000 | +26.7% | 99,050 | +5.4% | 1.68% | +23.6% |
| OCLR | New | Oclaro, Inc. | $14,066,000 | – | 1,505,950 | +100.0% | 1.64% | – |
| EXLS | New | Exlservice Holdings Inc. | $11,108,000 | – | 199,850 | +100.0% | 1.30% | – |
| BMCH | New | BMC Stock Holdings Inc. | $9,349,000 | – | 427,875 | +100.0% | 1.09% | – |
| VRTU | Buy | Virtusa Corporation | $8,089,000 | +5.1% | 275,150 | +8.0% | 0.94% | +2.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-11
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 | 2024-05-13 |
| 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 |
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.