$1.49 Billion is the total value of NEUMEIER POMA INVESTMENT COUNSEL LLC's 40 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HASI | Buy | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $71,139,000 | -5.0% | 1,499,878 | +6.4% | 4.77% | +14.4% |
| MYRG | Buy | MYR Group Inc. | $59,991,000 | -13.2% | 637,934 | +2.1% | 4.03% | +4.6% |
| TTEK | Buy | Tetra Tech Inc. | $51,983,000 | +1.8% | 315,165 | +4.8% | 3.49% | +22.6% |
| SHOO | Buy | Steven Madden LTD. | $50,405,000 | -15.4% | 1,304,475 | +1.7% | 3.38% | +1.9% |
| AMN | Buy | AMN Healthcare Services Inc. | $49,756,000 | -2.9% | 476,910 | +13.8% | 3.34% | +16.9% |
| MED | Buy | Medifast Inc. | $29,661,000 | +1.7% | 173,680 | +24.7% | 1.99% | +22.5% |
| SKY | New | Skyline Campion Corp. | $21,572,000 | – | 393,080 | +100.0% | 1.45% | – |
| COLB | New | Columbus Banking Systems Inc. | $21,043,000 | – | 652,100 | +100.0% | 1.41% | – |
| FRME | New | First Merchants Corp. | $15,517,000 | – | 373,000 | +100.0% | 1.04% | – |
| CVCO | New | Cavco Industries Inc. | $14,694,000 | – | 61,010 | +100.0% | 0.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
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.