$999 Million is the total value of NEUMEIER POMA INVESTMENT COUNSEL LLC's 40 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ORBK | Buy | Orbotech Ltd. | $42,605,000 | +22.2% | 848,025 | +2.7% | 4.27% | +17.1% |
| SHOO | Buy | Steven Madden Ltd. | $39,319,000 | +27.6% | 841,943 | +18.3% | 3.94% | +22.2% |
| NP | Buy | Neenah Paper Inc. | $34,193,000 | +7.4% | 377,200 | +1.4% | 3.42% | +2.9% |
| LCII | Buy | LCI Industries | $33,081,000 | +18.8% | 254,470 | +5.9% | 3.31% | +13.8% |
| PACW | Buy | Pacwest Bancorp | $32,051,000 | +16.0% | 635,925 | +16.3% | 3.21% | +11.1% |
| EXLS | Buy | Exlservice Holdings Inc. | $30,911,000 | +32.3% | 512,200 | +27.9% | 3.10% | +26.8% |
| FFBC | Buy | First Financial Bancorp | $30,506,000 | +17.0% | 1,157,705 | +16.1% | 3.06% | +12.1% |
| BMCH | Buy | BMC Stock Holdings Inc. | $26,744,000 | +27.1% | 1,057,075 | +7.3% | 2.68% | +21.8% |
| SIMO | Buy | Silicon Motion Technology Corp. | $25,403,000 | +56.1% | 479,670 | +41.6% | 2.54% | +49.6% |
| PRSC | Buy | Providence Service Corp. | $22,455,000 | +12.4% | 378,420 | +2.4% | 2.25% | +7.7% |
| TPIC | Buy | TPI Composites Inc. | $19,732,000 | +491.7% | 964,405 | +546.0% | 1.98% | +466.2% |
| IWM | Buy | Ishares Russell 2000etf | $18,398,000 | +104.8% | 120,675 | +99.1% | 1.84% | +96.2% |
| PLAY | New | Dave & Buster's Entertainment Inc. | $18,291,000 | – | 331,530 | +100.0% | 1.83% | – |
| CBM | Buy | Cambrex Corp | $16,369,000 | -11.3% | 341,015 | +1.6% | 1.64% | -15.1% |
| REVG | New | REV Group Inc. | $15,441,000 | – | 474,670 | +100.0% | 1.55% | – |
| APOG | Buy | Apogee Enterprises Inc. | $14,903,000 | -4.2% | 325,900 | +1.1% | 1.49% | -8.2% |
| VB | Buy | Vanguard Small-Cap ETFetf | $10,183,000 | +17.9% | 68,900 | +12.8% | 1.02% | +13.0% |
| CSIQ | New | Canadian Solar Inc. | $7,624,000 | – | 452,200 | +100.0% | 0.76% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
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 | 2024-05-13 |
| 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.