NEUMEIER POMA INVESTMENT COUNSEL LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NP NEUMEIER POMA INVESTMENT COUNSEL LLC | Institutional Filer | ▲ 0.27% | $1.21B | 41 |
Current Portfolio Holdings
Showing all 41 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | HASI | HA Sustainable Infrastructure Capital, Inc. | Financial Services | 1.5M | $56.3M | 4.64% |
| 2 | OSIS | OSI Systems, Inc. | Technology | 191K | $50.8M | 4.19% |
| 3 | FN | Fabrinet | Technology | 96K | $50.0M | 4.12% |
| 4 | TTMI | TTM Technologies, Inc. | Technology | 500K | $48.7M | 4.01% |
| 5 | SIMO | Silicon Motion Technology Corporation | Technology | 428K | $48.1M | 3.96% |
| 6 | MYRG | MYR Group Inc. | Industrials | 162K | $45.8M | 3.78% |
| 7 | UMBF | UMB Financial Corporation | Financial Services | 404K | $45.6M | 3.75% |
| 8 | DY | Dycom Industries, Inc. | Industrials | 134K | $45.4M | 3.74% |
| 9 | FCN | FTI Consulting, Inc. | Industrials | 253K | $44.7M | 3.69% |
| 10 | LAUR | Laureate Education, Inc. | Consumer Defensive | 1.2M | $42.9M | 3.54% |
| 11 | TSEM | Tower Semiconductor Ltd. | Technology | 239K | $42.0M | 3.46% |
| 12 | CVSA | Covista Inc. | — | 342K | $39.4M | 3.25% |
| 13 | TTEK | Tetra Tech, Inc. | Industrials | 1.3M | $39.3M | 3.24% |
| 14 | SHOO | Steven Madden, Ltd. | Consumer Cyclical | 1.1M | $37.8M | 3.12% |
| 15 | BLBD | Blue Bird Corporation | Consumer Cyclical | 625K | $35.5M | 2.93% |
Showing 1 to 15 of 41 holdings