$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WNS | Sell | WNS Holdings LTD. | $45,134,000 | +5.0% | 1,124,695 | -4.5% | 4.52% | +0.6% |
| AMN | Sell | AMN Healthcare Services Inc. | $43,297,000 | +6.0% | 879,125 | -1.6% | 4.34% | +1.6% |
| FIX | Sell | Comfort Systems USA | $42,402,000 | +18.2% | 971,415 | -3.3% | 4.25% | +13.3% |
| COLB | Sell | Columbia Banking System Inc. | $36,998,000 | +2.3% | 851,710 | -0.8% | 3.70% | -2.0% |
| LOPE | Sell | Grand Canyon Education Inc. | $36,195,000 | -22.5% | 404,275 | -21.4% | 3.62% | -25.8% |
| LGIH | Sell | LGI Homes Inc. | $35,383,000 | +32.2% | 471,590 | -14.4% | 3.54% | +26.7% |
| HASI | Sell | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $31,368,000 | -32.6% | 1,303,745 | -31.7% | 3.14% | -35.4% |
| OSIS | Sell | OSI Systems Inc. | $27,909,000 | -30.0% | 433,510 | -0.7% | 2.80% | -33.0% |
| MKSI | Sell | MKS Instruments Inc. | $27,629,000 | -32.0% | 292,370 | -32.0% | 2.77% | -34.8% |
| THO | Sell | Thor Industries Inc. | $25,759,000 | +5.6% | 170,905 | -11.8% | 2.58% | +1.2% |
| AMWD | Sell | American Woodmark Corp. | $23,933,000 | -11.7% | 183,745 | -34.7% | 2.40% | -15.4% |
| JKHY | Sell | Jack Henry & Associates Inc. | $23,073,000 | -28.4% | 197,270 | -37.1% | 2.31% | -31.4% |
| MMS | Sell | Maximus Inc. | $21,338,000 | -5.8% | 298,095 | -15.1% | 2.14% | -9.7% |
| OZRK | Sell | Bank Of The Ozarks | $21,299,000 | -15.6% | 439,615 | -16.3% | 2.13% | -19.2% |
| SUPN | Sell | Supernus Pharmaceuticals Inc. | $20,821,000 | -27.8% | 522,495 | -27.6% | 2.08% | -30.9% |
| LKFN | Sell | Lakeland Financial Corp. | $20,056,000 | -1.3% | 413,603 | -0.9% | 2.01% | -5.5% |
| COHR | Sell | Coherent Inc. | $18,387,000 | +10.1% | 65,150 | -8.3% | 1.84% | +5.4% |
| IPGP | Sell | IPG Photonics Corp. | $13,865,000 | -27.8% | 64,750 | -37.6% | 1.39% | -30.8% |
| OCLR | Sell | Oclaro, Inc. | $12,397,000 | -36.8% | 1,839,365 | -19.0% | 1.24% | -39.4% |
| SMP | Sell | Standard Motor Products Inc. | $11,531,000 | -16.0% | 256,765 | -9.8% | 1.16% | -19.6% |
| HCKT | Sell | Hackett Group Inc | $11,055,000 | +3.0% | 703,700 | -0.4% | 1.11% | -1.3% |
| FN | Sell | Fabrinet | $10,561,000 | -57.6% | 367,983 | -45.3% | 1.06% | -59.4% |
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.