13F HOLDINGS REPORT
NEUMEIER POMA INVESTMENT COUNSEL LLC
Quarter ended Q2 2023 · Filed May 10, 2023 · Accession 0001104659-23-057926
Total Value
$1.07B
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Comfort Systems USA Inc. | 199908104 | 426,081 | $62.2M | 5.80% |
| 2 | Fabrinet | FN | 451,709 | $53.6M | 5.00% |
| 3 | WNS Holdings LTD. | 92932M101 | 561,927 | $52.4M | 4.88% |
| 4 | Visteon Corp. | VC | 286,615 | $44.9M | 4.19% |
| 5 | Federal Signal Corp. | FSS | 756,826 | $41.0M | 3.82% |
| 6 | Exlservice Holdings Inc. | EXLS | 242,800 | $39.3M | 3.66% |
| 7 | Atlantica Sustainable Infrastructure | ALDA | 1,269,751 | $37.5M | 3.50% |
| 8 | OSI Systems Inc. | OSIS | 358,790 | $36.7M | 3.42% |
| 9 | Tetra Tech Inc. | TTEK | 248,923 | $36.6M | 3.41% |
| 10 | Axcelis Technologies Inc. | ACLS | 258,325 | $34.4M | 3.21% |
| 11 | Alamo Group Inc. | ALG | 183,771 | $33.8M | 3.15% |
| 12 | CBIZ Inc. | CBZ | 682,010 | $33.8M | 3.15% |
| 13 | Interdigital Inc. | IDCC | 429,310 | $31.3M | 2.92% |
| 14 | Skyline Champion Corp. | SKY | 411,810 | $31.0M | 2.89% |
| 15 | Steven Madden LTD. | 556269108 | 831,069 | $29.9M | 2.79% |
| 16 | AMN Healthcare Services Inc. | 001744101 | 341,713 | $28.3M | 2.64% |
| 17 | NV5 Global Inc. | 62945V109 | 262,086 | $27.2M | 2.54% |
| 18 | Veeco Instruments Inc. | 922417100 | 1,282,495 | $27.1M | 2.53% |
| 19 | Fox Factory Holding Corp. | FOXF | 219,970 | $26.7M | 2.49% |
| 20 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 41068X100 | 900,281 | $25.7M | 2.40% |
| 21 | Inmode LTD. | INMD | 781,955 | $25.0M | 2.33% |
| 22 | Cavco Industries Inc. | 149568107 | 75,725 | $24.1M | 2.24% |
| 23 | Harmony Biosciences Holdings Inc. | HRMY | 678,715 | $22.2M | 2.07% |
| 24 | Dycom Industries Inc. | 267475101 | 231,640 | $21.7M | 2.02% |
| 25 | Lakeland Financial Corp. | 511656100 | 325,204 | $20.4M | 1.90% |
| 26 | Meritage Homes Corp. | MTH | 173,670 | $20.3M | 1.89% |
| 27 | Century Communities Inc. | 156504300 | 316,296 | $20.2M | 1.88% |
| 28 | NextEra Energy Partners LP | NEE-PW | 321,810 | $19.5M | 1.82% |
| 29 | Clearfield Inc | CLFD | 415,063 | $19.3M | 1.80% |
| 30 | MYR Group Inc. | MYRG | 149,122 | $18.8M | 1.75% |
| 31 | Columbus McKinnon Corp. | CMCO | 466,104 | $17.3M | 1.61% |
| 32 | Oxford Industries Inc. | 691497309 | 132,380 | $14.0M | 1.30% |
| 33 | First Merchants Corp. | FRMEP | 411,565 | $13.6M | 1.26% |
| 34 | Methode Electronics Inc. | 591520200 | 294,745 | $12.9M | 1.21% |
| 35 | Korn Ferry | KFY | 249,085 | $12.9M | 1.20% |
| 36 | FormFactor Inc. | FORM | 380,815 | $12.1M | 1.13% |
| 37 | YETI Holdings Inc. | YETI | 274,980 | $11.0M | 1.03% |
| 38 | Pacira Biosciences Inc. | PCRX | 257,520 | $10.5M | 0.98% |
| 39 | Tower Semiconductor LTD. | TSEM | 240,024 | $10.2M | 0.95% |
| 40 | Modivcare Inc. | 60783X104 | 78,722 | $6.6M | 0.62% |
| 41 | ICF International Inc. | 44925C103 | 42,565 | $4.7M | 0.44% |
| 42 | iShares Russell 2000 ETF | 464287655 | 11,025 | $2.0M | 0.18% |